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2026-03-15 • After SCOTUS struck down Trump’s tariffs, a 10% import duty was enacted
Evening Analysis – The Gist After the Supreme Court struck down President Trump’s emergency tariffs—erasing $1.6 trillion in projected revenue—the administration immediately pivoted to the 1974 Trade Act. The result is a 10% global import duty, now facing expedited scrutiny in the Court of…
Read More2026-03-15 • Supply and demand outpace politics. After a U.S. strike on Iran, crude rose past $
Morning Intelligence – The Gist Supply and demand ignore political theater. After the U.S. strike on Iran’s Kharg Island pushed crude past $100, the Trump administration executed a rapid pivot. To mitigate its supply shock, Washington abruptly issued waivers on sanctioned Russian oil. European…
Read More2026-03-14 • Iran threatens UAE ports; Gulf states, holding $315B in U.S. securities, resist U
Evening Analysis – The Gist Over the last 24 hours, escalating geopolitical conflict collided with global capital. Iran explicitly threatened to strike UAE ports housing American military assets. Consequently, Gulf states—holding $315 billion in U.S. Treasury securities—are actively resisting…
Read More2026-03-14 • US strikes on Iran’s Kharg Island push Brent crude over $90, highlighting state intervention risks.
Morning Intelligence – The Gist The US bombardment of Iran’s Kharg Island has sent Brent crude past 90 dollars. Washington’s adventurism highlights the unintended consequences of state intervention. Trump’s pledge to slash costs is vaporised by his foreign policy, forcing markets to price in s…
Read More2026-03-13 • US-Iran tensions disrupt the Strait of Hormuz, spiking oil prices. Western leaders release reserves
Evening Analysis – The Gist The US-Iran conflict has choked the Strait of Hormuz, sending Brent crude past $100 a barrel. Panicking over the market volatility their foreign policies exacerbated, Western leaders are now dumping emergency reserves and hastily unwinding sanctions on Russian oil. …
Read More2026-03-13 • Strait of Hormuz crisis spikes oil prices; IEA’s reserve release fails. Markets volatile,
Morning Intelligence – The Gist The global economy is hostage to the Strait of Hormuz. Following Iran’s drone blockade, crude eclipsed $100 a barrel. The IEA predictably dumped a record 400 million reserve barrels, yet the market barely blinked. Bureaucratic hubris cannot mask fundamental supp…
Read More2026-03-12 • Market turmoil from US-Iran conflict exposes state fragility. Strait of Hormuz blockade causes oil disruption
Evening Analysis – The Gist Good evening at 18:32. Today’s market plunge over the US-Iran conflict exposes the fragility of state control. With Iran choking the Strait of Hormuz, an 8-million-barrel shortfall triggered history’s largest oil disruption. Brent crude breached $100, si…
Read More2026-03-12 • Markets don’t panic; they price reality. Brent crude surged past $100 after Iranian attacks. I
Morning Intelligence – The Gist Markets don’t panic; they price reality. After Iranian forces torched tankers in Iraqi waters, Brent crude rationally surged past $100 a barrel. The bureaucratic response? The IEA authorized a historic 400-million-barrel dump from emergency stockpiles to a…
Read More2026-03-11 • IEA releases 400M barrels as Iran crisis affects oil prices; energy stocks rise, Big Tech
Evening Analysis – The Gist The IEA is dumping 400 million barrels of emergency crude as the Iran conflict strangles the Strait of Hormuz, pushing Brent near $120 [1, 3]. Concurrently, energy stocks surged 25% while Big Tech slumps [1]. The digital economy hit an “AI Power Wall,” p…
Read More2026-03-11 • US-Iran tensions expose energy market fragility. EU admits cutting nuclear was a mistake. Dereg
Morning Intelligence – The Gist The US-Iran war is a brutal audit of global energy markets. As Iranian strikes paralyze Gulf oil infrastructure, crude prices swing violently. The real scandal, however, is the fragility engineered by bureaucratic folly. Nowhere is this starker than Europe. The …
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