Wood Mackenzie estimates about 9M barrels a day of Gulf output now sits shut in, while Fed Chair Jerome Powell warned of “an energy shock of some size and duration”.
Wood Mackenzie estimates about 9M barrels a day of Gulf output now sits shut in, while Fed Chair Jerome Powell warned of “an energy shock of some size and duration”.
Oil plunged about 14% after Trump’s Truth Social post, then rebounded as Iran disputed talks, while Kalshi tightened insider-trading guardrails amid a Senate push to limit event contracts.
Trump’s comments on talks with Iran eased oil’s fear premium tied to the Strait of Hormuz, even as Tehran denied direct negotiations.
Even as Trump talked diplomacy with Iran, the Pentagon moved forces into position and traders kept pricing Hormuz risk.
This analysis explores the transition from hydrocarbons to nuclear energy while highlighting core drivers and investor relevant tradeoffs for capital allocation.
This analysis explores the transition from hydrocarbons to nuclear energy while highlighting core drivers and investor relevant tradeoffs for capital allocation.
