Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🇺🇸🇮🇷 BREAKING: US Eyes Kharg Island — Iran’s Oil Lifeline Could Be Crippled
US officials are reportedly considering plans to seize Kharg Island, Iran’s primary oil export hub in the Persian Gulf, handling over 90 % of the country’s crude oil exports through its deep-water terminals, storage tanks, and undersea pipelines.
The island sits 25 km off Iran’s mainland and covers roughly 20 km², a compact but critical choke point for Tehran’s energy lifeline. Analysts warn that losing Kharg would be an economic and strategic nightmare for Iran:
◽Oil revenue collapse: The island funnels nearly all of Iran’s crude exports, a seizure would slash government income and cripple military funding.
◽Global energy shock: A halt in Iranian oil would tighten global supply and spike prices overnight.
◽ Regional escalation: Any attack or occupation could trigger fierce resistance and ignite wider Middle East conflict.
Control of 20 km² in the Gulf could turn into a geopolitical earthquake, proving how a small island can carry massive consequences for Iran and the world.
US officials are reportedly considering plans to seize Kharg Island, Iran’s primary oil export hub in the Persian Gulf, handling over 90 % of the country’s crude oil exports through its deep-water terminals, storage tanks, and undersea pipelines.
The island sits 25 km off Iran’s mainland and covers roughly 20 km², a compact but critical choke point for Tehran’s energy lifeline. Analysts warn that losing Kharg would be an economic and strategic nightmare for Iran:
◽Oil revenue collapse: The island funnels nearly all of Iran’s crude exports, a seizure would slash government income and cripple military funding.
◽Global energy shock: A halt in Iranian oil would tighten global supply and spike prices overnight.
◽ Regional escalation: Any attack or occupation could trigger fierce resistance and ignite wider Middle East conflict.
Control of 20 km² in the Gulf could turn into a geopolitical earthquake, proving how a small island can carry massive consequences for Iran and the world.
🇨🇭 Global One SI - Prompt
A ~$30k Cybercab netting $30k per year in profit while the owner sleeps is an absolute game changer. Low capex vehicle + high utilization + Tesla software margins = one of the strongest passive income vehicles ever created. Owning a small Robotaxi fleet…
Just wondering… if Tesla offered you the Cybercab for $30,000, how many would you actually buy for your own Robotaxi fleet?
🇨🇭 Global One SI - Prompt
🇺🇸🇮🇷 The Pentagon says ground forces may be the only way to secure Iran’s #uranium, as airstrikes alone cannot fully capture or control the nuclear material.
U.S. CONSIDERS SPECIAL FORCES RAID TO SEIZE IRAN’S URANIUM
The U.S. and Israel have discussed sending special operations forces into Iran to secure its stockpile of highly enriched uranium, according to officials familiar with the talks.
The target is roughly 450 kilograms of uranium enriched to 60%, which could be upgraded to weapons-grade within weeks. Preventing Iran from obtaining a nuclear weapon is a key objective of President Donald Trump.
Any mission would likely involve U.S., Israeli, or joint special forces, possibly alongside nuclear experts and inspectors from the International Atomic Energy Agency. Options include removing the uranium from Iran or diluting it on site.
Officials say the operation would only happen after Iran’s military is sufficiently weakened, due to the risks of entering heavily fortified underground facilities.
U.S. officials believe most of the #uranium is buried at nuclear sites in Isfahan, with smaller amounts at Fordow and Natanz. If fully enriched to weapons grade, the stockpile could theoretically produce up to 11 nuclear bombs.
The plan under discussion is not a large invasion, officials say, but small targeted special-operations raids designed to secure or neutralize the material.
The U.S. and Israel have discussed sending special operations forces into Iran to secure its stockpile of highly enriched uranium, according to officials familiar with the talks.
The target is roughly 450 kilograms of uranium enriched to 60%, which could be upgraded to weapons-grade within weeks. Preventing Iran from obtaining a nuclear weapon is a key objective of President Donald Trump.
Any mission would likely involve U.S., Israeli, or joint special forces, possibly alongside nuclear experts and inspectors from the International Atomic Energy Agency. Options include removing the uranium from Iran or diluting it on site.
Officials say the operation would only happen after Iran’s military is sufficiently weakened, due to the risks of entering heavily fortified underground facilities.
U.S. officials believe most of the #uranium is buried at nuclear sites in Isfahan, with smaller amounts at Fordow and Natanz. If fully enriched to weapons grade, the stockpile could theoretically produce up to 11 nuclear bombs.
The plan under discussion is not a large invasion, officials say, but small targeted special-operations raids designed to secure or neutralize the material.
$UEC $LEU $NNE $UUUU $CCJ | China’s CNNC secures a 42.75% stake in Namibia’s Etango #Uranium Project via a $321.5M deal with Bannerman Energy.
The agreement provides debt free construction funding and a 60% life of mine offtake, securing 207M lbs of uranium resources.
The agreement provides debt free construction funding and a 60% life of mine offtake, securing 207M lbs of uranium resources.
🛢WTI, Brent Crude Oil, NGAS Trading 📊
🇺🇸🇮🇷 BREAKING: US Eyes Kharg Island — Iran’s Oil Lifeline Could Be Crippled US officials are reportedly considering plans to seize Kharg Island, Iran’s primary oil export hub in the Persian Gulf, handling over 90 % of the country’s crude oil exports through…
Surrender" then "Make Iran Great Again" then "all of the oil"... three statements in one day.
Anyone else tracking why they left the export infrastructure untouched?
Today's briefing connects the dots.
Anyone else tracking why they left the export infrastructure untouched?
Today's briefing connects the dots.
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨 The War Is Now Moving Every Commodity Market
🛢️ Oil: +21%
✈️ Jet fuel: +87%
🔥 LNG: +106%
🚢 VLCC tanker rates: +201%
🚢 LNG carrier rates: +529%
🏗 Aluminum: +20%
🌾 Fertilizer: +36%
🧪 Naphtha: +26%
🛢️ Oil: +21%
✈️ Jet fuel: +87%
🔥 LNG: +106%
🚢 VLCC tanker rates: +201%
🚢 LNG carrier rates: +529%
🏗 Aluminum: +20%
🌾 Fertilizer: +36%
🧪 Naphtha: +26%
🇨🇭 Global One SI - Prompt
Just wondering… if Tesla offered you the Cybercab for $30,000, how many would you actually buy for your own Robotaxi fleet?
$TSLA 🇺🇸 There are only 8 unsupervised robotaxis in Austin right now... but that number is going to skyrocket into the millions once unsupervised FSD officially rolls out 🔥 And only Tesla can do that 🔥
🇨🇭 Global One SI - Prompt
U.S. CONSIDERS SPECIAL FORCES RAID TO SEIZE IRAN’S URANIUM The U.S. and Israel have discussed sending special operations forces into Iran to secure its stockpile of highly enriched uranium, according to officials familiar with the talks. The target is roughly…
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US & ISRAELI Eye Special Forces Raid to Seize IRAN'S Nuclear Uranium Stockpile – Axios
"U.S. weighs sending special forces to seize Iran's nuclear stockpile," the U.S. and Israel have been discussing the deployment of special forces into Iran during a later phase of the ongoing conflict
The primary objective would be to secure (and potentially seize or neutralize) Iran's stockpile of highly enriched uranium (HEU), which poses a key proliferation risk.
"U.S. weighs sending special forces to seize Iran's nuclear stockpile," the U.S. and Israel have been discussing the deployment of special forces into Iran during a later phase of the ongoing conflict
The primary objective would be to secure (and potentially seize or neutralize) Iran's stockpile of highly enriched uranium (HEU), which poses a key proliferation risk.
40% of GLOBAL urea shipment from the Middle East is essentially halted due to the closure of Strait of Hormuz.
Asia suffers the most, namely India, Thailand, and Turkey.
Without urea, there will be no fertilizer. Without fertilizer, crops yield will fall.
Do you know what is the SOLE FEEDSTOCK of urea?
Ammonia. And only ammonia.
There isn't any economically viable method to produce urea without ammonia.
Guess who are the world's largest ammonia exporters, and where does Indonesia sit?
And then, how do you make ammonia? Natural gas.
Piece the puzzles.
Asia suffers the most, namely India, Thailand, and Turkey.
Without urea, there will be no fertilizer. Without fertilizer, crops yield will fall.
Do you know what is the SOLE FEEDSTOCK of urea?
Ammonia. And only ammonia.
There isn't any economically viable method to produce urea without ammonia.
Guess who are the world's largest ammonia exporters, and where does Indonesia sit?
And then, how do you make ammonia? Natural gas.
Piece the puzzles.
✍1
🛢WTI, Brent Crude Oil, NGAS Trading 📊
🇺🇸🇮🇷 BREAKING: US Eyes Kharg Island — Iran’s Oil Lifeline Could Be Crippled US officials are reportedly considering plans to seize Kharg Island, Iran’s primary oil export hub in the Persian Gulf, handling over 90 % of the country’s crude oil exports through…
They didn't touch Kharg Island.
90% of Iran's crude export capacity is still standing. Domestic fuel depots burning across Tehran while the southern export fields stay intact.
White House today: they'll get "all of the oil" out of regime hands.
Preservation first, then claim. Sit with that.
90% of Iran's crude export capacity is still standing. Domestic fuel depots burning across Tehran while the southern export fields stay intact.
White House today: they'll get "all of the oil" out of regime hands.
Preservation first, then claim. Sit with that.
✍1
🇨🇭 Global One SI - Prompt
They didn't touch Kharg Island. 90% of Iran's crude export capacity is still standing. Domestic fuel depots burning across Tehran while the southern export fields stay intact. White House today: they'll get "all of the oil" out of regime hands. Preservation…
Best historical parallel:
Iraq 2003. US forces secured the oil ministry and southern production facilities within 72 hours of Baghdad falling.
Civilian infrastructure went unprotected, museums looted, the power grid degraded for years. But oil facilities had armed guards before the dust settled.
Targeting is a statement of intent. Shahran hit, disrupting military logistics and civilian distribution across 13 million people. Kharg Island and Abadan untouched. Southern fields clean.
Every plane that flew over southern Iran without dropping a bomb was a decision. The planners knew exactly what they were preserving.
2.8 million barrels a day, no reconstruction required. The asset arrives intact.
Worth thinking about what that means for whoever controls it next.
Iraq 2003. US forces secured the oil ministry and southern production facilities within 72 hours of Baghdad falling.
Civilian infrastructure went unprotected, museums looted, the power grid degraded for years. But oil facilities had armed guards before the dust settled.
Targeting is a statement of intent. Shahran hit, disrupting military logistics and civilian distribution across 13 million people. Kharg Island and Abadan untouched. Southern fields clean.
Every plane that flew over southern Iran without dropping a bomb was a decision. The planners knew exactly what they were preserving.
2.8 million barrels a day, no reconstruction required. The asset arrives intact.
Worth thinking about what that means for whoever controls it next.
✍1
🇨🇭 Global One SI - Prompt
They didn't touch Kharg Island. 90% of Iran's crude export capacity is still standing. Domestic fuel depots burning across Tehran while the southern export fields stay intact. White House today: they'll get "all of the oil" out of regime hands. Preservation…
The pressure works across multiple directions at once.
Shahran disrupts fuel distribution across Tehran. Military logistics, hospital backup power, food truck networks, civilian gasoline.
Hormuz closure blocks any import compensation. Internet cut to 4% of normal capacity. Domestic flights grounded.
Tehran feels it. Oil spiked but not as bad as it could have. Export infrastructure staying clean is doing the heavy lifting on that. Operation stays contained.
If the regime accepts terms... and that toman currency reform for March 21 suggests something is being priced in already. It hands over intact production and export capacity.
IMO the reconstruction framing and the asset claim landing on the same day wasn't random.
Both messages needed to be out there at the same time.
Shahran disrupts fuel distribution across Tehran. Military logistics, hospital backup power, food truck networks, civilian gasoline.
Hormuz closure blocks any import compensation. Internet cut to 4% of normal capacity. Domestic flights grounded.
Tehran feels it. Oil spiked but not as bad as it could have. Export infrastructure staying clean is doing the heavy lifting on that. Operation stays contained.
If the regime accepts terms... and that toman currency reform for March 21 suggests something is being priced in already. It hands over intact production and export capacity.
IMO the reconstruction framing and the asset claim landing on the same day wasn't random.
Both messages needed to be out there at the same time.
✍1
🇨🇭 Global One SI - Prompt
They didn't touch Kharg Island. 90% of Iran's crude export capacity is still standing. Domestic fuel depots burning across Tehran while the southern export fields stay intact. White House today: they'll get "all of the oil" out of regime hands. Preservation…
Still watching for independent confirmation on the surrender framing. I want more than one source before treating it as settled.
What's harder to dismiss is the reconstruction language running alongside the strikes. "Make Iran Great Again" doesn't come from a war footing.
That comes from somewhere further along in the process.
The fields are standing. That's the asset base for whatever comes next.
Worth watching: whether Iraqi banking compliance timelines start accelerating through this window.
Iran's been accessing dollars through Iraq's auction system for years and that's kept pressure on CBI's exchange rate.
If that channel closes through this sequence, that changes everything.
What's harder to dismiss is the reconstruction language running alongside the strikes. "Make Iran Great Again" doesn't come from a war footing.
That comes from somewhere further along in the process.
The fields are standing. That's the asset base for whatever comes next.
Worth watching: whether Iraqi banking compliance timelines start accelerating through this window.
Iran's been accessing dollars through Iraq's auction system for years and that's kept pressure on CBI's exchange rate.
If that channel closes through this sequence, that changes everything.
✍1
🇨🇭 Global One SI - Prompt
The CLARITY Act is stalled because banks are blocking it — they're protecting the correspondent banking system that currently controls every cross-border dollar transaction. That's not a coincidence. That's the toll booth they're defending. What's happening…
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COINBASE CEO SAID LIVE ON FOX:
BIG BANKS ARE WORKING BEHIND THE SCENES TO BLOCK THE PRESIDENT’S PRO-CRYPTO AGENDA.
THEY WANT TO SLOW DOWN ADOPTION. THEY WANT TO CONTROL THE SYSTEM.
THEY WANT TO STOP CRYPTO.
THE FIGHT IS REAL 🔥
BIG BANKS ARE WORKING BEHIND THE SCENES TO BLOCK THE PRESIDENT’S PRO-CRYPTO AGENDA.
THEY WANT TO SLOW DOWN ADOPTION. THEY WANT TO CONTROL THE SYSTEM.
THEY WANT TO STOP CRYPTO.
THE FIGHT IS REAL 🔥
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$IBRX (ImmunityBio):
Develops immunotherapies that activate both innate and adaptive immune responses to fight cancer and infectious diseases.
$ALLO (Allogene Therapeutics):
Pioneers “off-the-shelf” allogeneic CAR-T cell therapies for blood cancers, solid tumors, and autoimmune diseases.
$ENLV (Enlivex Therapeutics):
Develops Allocetra™, a macrophage reprogramming immunotherapy primarily targeting age-related knee osteoarthritis.
$KYTX (Kyverna Therapeutics):
Develops CAR-T cell therapies for deep B-cell depletion and immune system reset to achieve long-term remission in autoimmune diseases.
$OCGN (Ocugen):
Focuses on modifier gene therapies to treat inherited retinal diseases and other causes of blindness.