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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.
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.
