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Iran’s Oil Exports Collapse as Hormuz Standoff Drags On September 9, 2026
More than six months after the U.S.-Iran war began, shipping traffic at the Strait of Hormuz remains disrupted, and oil prices are once again closing in on the $100 per barrel mark. The U.S. and Iran remain deadlocked at the start of the seventh month of the conflict. But the U.S. economic pressure on Iran […]
Hedge Funds Pile Into Fuels as U.S. Supply Squeeze Deepens September 8, 2026
For the first four months of the war between the United States and Israel and Iran, oil traders remained largely bearish. The overwhelming expectation was that the war would end soon—even as July rolled around—and oil flows out of Hormuz would recover. Instead, the world is slipping into a fuel shortage, and traders have gone […]
Why The U.S. Is Racing To Lock Down Iraq’s Most Explosive Geopolitical Gas Prize September 8, 2026
Sharing its eastern border with Iran, its northern border with Turkey, its western border with Syria and Jordan, and its southern border with Saudi Arabia, Iraq is arguably the single most geopolitically important country to the U.S., China, and Russia in the entire Middle East. In turn, the lawless western desert province of Anbar is […]
Copper Surges Above $14,500 as Supply Squeeze Deepens September 8, 2026
Copper futures in London reached a record high on Tuesday as expectations of US tariffs drew record volumes from the seaborne market into US warehouses, tightening availability elsewhere despite subdued demand. As we highlighted on Monday, deteriorating conditions across global mining operations are adding to supply woes. Benchmark three-month futures on the LME gained nearly 1% to reach $14,533 a […]