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Hormuz Bottleneck

Hormuz Bottleneck

The Strait of Hormuz, just 21 miles wide at its narrowest point, is currently closed. Through this corridor flows roughly 20% of the world’s traded oil, but the Iran Revolutionary Guard Corps (IRGC)...

6/3/2026
Iran Secret Overture to the CIA

Iran Secret Overture to the CIA

A day after US and Israeli strikes began raining down on Iranian territory, operatives from Iran Ministry of Intelligence made a quiet move: a backchannel approach to the CIA, offering to discuss terms...

5/3/2026
Why China Wins When Oil Prices Spike

Why China Wins When Oil Prices Spike

Key Takeaways The Paradox - China's import dependence doesn't translate to vulnerability The Stockpile Advantage - the 1.13-2M bpd surplus buffer and how it's deployed Supply Diversification - Russia and...

4/3/2026
Iran Currency Collapse and BRICS Stress Test

Iran Currency Collapse and BRICS Stress Test

So, here is what we have; Iranian Rial basically collapsed in early 2026. And it’s happening because the currency is failing, security is breaking down, and diplomatic strategies aren’t working either....

16/1/2026
Trader Makes $410,000 Betting on Maduro’s Removal

Trader Makes $410,000 Betting on Maduro’s Removal

An unknown slick trader made $410,000 in profit by betting that Venezuelan President Nicolas Maduro would be ousted (kidnapped by US authorities). The guy or gal with a nose for the situation or insider...

8/1/2026
Oil Stocks and OPEC’s Credibility Problem

Oil Stocks and OPEC’s Credibility Problem

At the end of November, OPEC announced it would keep oil production flat through the first quarter of 2026. Historically, when oil prices fall and oversupply is unavoidable, OPEC resorts to the same tool...

18/12/2025
Copper Price Analysis

Copper Price Analysis

Copper, often referred to as the metal of civilization, plays a pivotal role in various industries, including construction, electronics, and renewable energy. As of October 2025, copper prices have surged...

30/10/2025
Soybeans Price Analysis - Trends and Drivers

Soybeans Price Analysis - Trends and Drivers

Soybeans have experienced significant price fluctuations over the past decades. From the 1970s through the early 2000s, soybean prices averaged around $5.98 per bushel. However, since 2006, prices have...

24/10/2025
Oil Prices Stay Weak After OPEC+ Approves Modest Output Rise

Oil Prices Stay Weak After OPEC+ Approves Modest Output Rise

Oil prices ended the week on shaky ground after OPEC+ approved a modest production increase of 137,000 bpd, signaling cautious confidence in supply demand balance but leaving markets skeptical about a...

10/10/2025

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