A closure of the Strait of Hormuz wouldn’t just threaten oil and gas.
It could also disrupt copper, uranium production and other metals
- ~92% of the world’s sulfur is produced as a byproduct of oil and gas refining
- Less oil production -> fewer refinery operations -> less sulfur supply
- Sulfur is then converted into sulfuric acid, which is critical for mining.
And large parts of the mining industry depend on it:
- ~20% of global copper production relies on sulfuric acid leaching
- ~50% of global uranium production uses the same process
So if refinery activity declines and sulfur supply drops, the impact spreads far beyond energy markets.
It hits critical minerals.
In markets that are already in deficit, a sulfur shortage would likely lead to further supply declines and higher prices.
It could also disrupt copper, uranium production and other metals
- ~92% of the world’s sulfur is produced as a byproduct of oil and gas refining
- Less oil production -> fewer refinery operations -> less sulfur supply
- Sulfur is then converted into sulfuric acid, which is critical for mining.
And large parts of the mining industry depend on it:
- ~20% of global copper production relies on sulfuric acid leaching
- ~50% of global uranium production uses the same process
So if refinery activity declines and sulfur supply drops, the impact spreads far beyond energy markets.
It hits critical minerals.
In markets that are already in deficit, a sulfur shortage would likely lead to further supply declines and higher prices.
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🇨🇭 Global One SI - Prompt
$VOYG/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$VOYG
Fourth quarter 2025 results will be published after the market closes today.
Voyager Technologies will host its Q4-2025 earnings call Tuesday, March 10, 2026, at 9AM ET.
Fourth quarter 2025 results will be published after the market closes today.
Voyager Technologies will host its Q4-2025 earnings call Tuesday, March 10, 2026, at 9AM ET.
The Trump family is moving deeper into the drone industry.
A new drone company Powerus is preparing to go public through a reverse merger with $AGH (Aureus Greenway Holdings).
Key details from the report:
• Eric Trump and Donald Trump Jr. are backing the venture through the family’s investment vehicle American Ventures
• The company is also supported by $UMAC (Unusual Machines), a drone components company where Donald Trump Jr. is a shareholder and advisory board member
• Investment bank $DOMH (Dominari Securities) is helping structure the transaction
• A Korean asset manager has committed $50M to the deal
Powerus was formed only last year but is already pursuing an aggressive roll-up strategy, acquiring multiple drone companies to build scale.
The ambition is significant:
• Production target of 10,000 drones per month
• Focus on aerial and maritime drones
• Systems designed for missions like wildfire suppression and heavy-payload logistics (up to 1,000 lbs)
The opportunity is driven by a structural shift in U.S. defense policy:
• The U.S. has effectively banned new Chinese drone models
• China has dominated the global commercial drone market for more than a decade
• The Pentagon now wants large-scale domestic drone production
Programs such as Drone Dominance ($1.1B initiative) aim to procure hundreds of thousands of U.S.-built drones by 2027.
Powerus leadership says the company is also exploring acquiring or licensing Ukrainian drone technologies, which have proven highly effective in the war in Ukraine.
However, U.S. procurement rules often require American manufacturing, meaning Ukrainian systems may need to be built domestically.
The broader takeaway:
The U.S. drone market is still highly fragmented, with many small companies competing for defense contracts.
But the combination of:
• geopolitical pressure
• Pentagon procurement shifts
• and capital markets access
is creating the conditions for rapid consolidation and scaling.
For investors tracking the defense drone ecosystem:
$AVAV
$KTOS
$RCAT
$ONDS
$UMAC
…and potentially Powerus soon.
The race to build the Western drone industrial base is accelerating.
A new drone company Powerus is preparing to go public through a reverse merger with $AGH (Aureus Greenway Holdings).
Key details from the report:
• Eric Trump and Donald Trump Jr. are backing the venture through the family’s investment vehicle American Ventures
• The company is also supported by $UMAC (Unusual Machines), a drone components company where Donald Trump Jr. is a shareholder and advisory board member
• Investment bank $DOMH (Dominari Securities) is helping structure the transaction
• A Korean asset manager has committed $50M to the deal
Powerus was formed only last year but is already pursuing an aggressive roll-up strategy, acquiring multiple drone companies to build scale.
The ambition is significant:
• Production target of 10,000 drones per month
• Focus on aerial and maritime drones
• Systems designed for missions like wildfire suppression and heavy-payload logistics (up to 1,000 lbs)
The opportunity is driven by a structural shift in U.S. defense policy:
• The U.S. has effectively banned new Chinese drone models
• China has dominated the global commercial drone market for more than a decade
• The Pentagon now wants large-scale domestic drone production
Programs such as Drone Dominance ($1.1B initiative) aim to procure hundreds of thousands of U.S.-built drones by 2027.
Powerus leadership says the company is also exploring acquiring or licensing Ukrainian drone technologies, which have proven highly effective in the war in Ukraine.
However, U.S. procurement rules often require American manufacturing, meaning Ukrainian systems may need to be built domestically.
The broader takeaway:
The U.S. drone market is still highly fragmented, with many small companies competing for defense contracts.
But the combination of:
• geopolitical pressure
• Pentagon procurement shifts
• and capital markets access
is creating the conditions for rapid consolidation and scaling.
For investors tracking the defense drone ecosystem:
$AVAV
$KTOS
$RCAT
$ONDS
$UMAC
…and potentially Powerus soon.
The race to build the Western drone industrial base is accelerating.
Iran just created a monarchy to replace the republic that replaced the monarchy.
Mojtaba Khamenei. The son. Named Supreme Leader yesterday while US-Israeli strikes were still hitting Tehran.
The IRGC pressured the Assembly of Experts into this pick under active bombardment.
Day 10 of this war.
Still processing this one.
Mojtaba Khamenei. The son. Named Supreme Leader yesterday while US-Israeli strikes were still hitting Tehran.
The IRGC pressured the Assembly of Experts into this pick under active bombardment.
Day 10 of this war.
Still processing this one.
✍1
🇨🇭 Global One SI - Prompt
Iran just created a monarchy to replace the republic that replaced the monarchy. Mojtaba Khamenei. The son. Named Supreme Leader yesterday while US-Israeli strikes were still hitting Tehran. The IRGC pressured the Assembly of Experts into this pick under…
When Khomeini died in '89, succession took hours. Smooth and orderly. The system worked exactly as designed because nobody was bombing it.
This took eight days. Israel struck the Assembly of Experts building during the selection process.
The assembly had to meet online because gathering in one location was a death sentence.
They delayed the announcement out of fear that Mojtaba would be targeted the second his name went public.
Trump already called him "unacceptable" and said he won't last long without US approval.
Israel's defense minister said any successor is a legitimate assassination target.
So they installed a leader both enemies have publicly said they plan to remove.
IMO the IRGC forced this not as governance but as a loyalty test for whatever comes after the bombs stop falling.
This took eight days. Israel struck the Assembly of Experts building during the selection process.
The assembly had to meet online because gathering in one location was a death sentence.
They delayed the announcement out of fear that Mojtaba would be targeted the second his name went public.
Trump already called him "unacceptable" and said he won't last long without US approval.
Israel's defense minister said any successor is a legitimate assassination target.
So they installed a leader both enemies have publicly said they plan to remove.
IMO the IRGC forced this not as governance but as a loyalty test for whatever comes after the bombs stop falling.
✍1
🇨🇭 Global One SI - Prompt
Iran just created a monarchy to replace the republic that replaced the monarchy. Mojtaba Khamenei. The son. Named Supreme Leader yesterday while US-Israeli strikes were still hitting Tehran. The IRGC pressured the Assembly of Experts into this pick under…
Something I keep coming back to. Iran is Iraq's financial lifeline.
Dollars have been flowing through Iraqi banks to Tehran for years.
CBI compliance training, electronic billing mandates, sanctions pressure on specific Iraqi banks... a significant piece of that was always about choking this corridor shut.
With Iran's command structure gutted, oil facilities burning across Tehran, crude clearing $112... that corridor isn't being slowly reformed anymore.
It's being cut by force.
The banking cleanup everyone in this space tracks week to week? War just accomplished in ten days what compliance pressure alone was going to take years to finish.
Hearing that Iraqi banks with known Iran exposure are already scrambling.
Haven't confirmed specifics but worth watching what CBI announces in the next 30 days.
The whole equation just shifted underneath them.
Dollars have been flowing through Iraqi banks to Tehran for years.
CBI compliance training, electronic billing mandates, sanctions pressure on specific Iraqi banks... a significant piece of that was always about choking this corridor shut.
With Iran's command structure gutted, oil facilities burning across Tehran, crude clearing $112... that corridor isn't being slowly reformed anymore.
It's being cut by force.
The banking cleanup everyone in this space tracks week to week? War just accomplished in ten days what compliance pressure alone was going to take years to finish.
Hearing that Iraqi banks with known Iran exposure are already scrambling.
Haven't confirmed specifics but worth watching what CBI announces in the next 30 days.
The whole equation just shifted underneath them.
✍1
🇨🇭 Global One SI - Prompt
Iran just created a monarchy to replace the republic that replaced the monarchy. Mojtaba Khamenei. The son. Named Supreme Leader yesterday while US-Israeli strikes were still hitting Tehran. The IRGC pressured the Assembly of Experts into this pick under…
Day 10 of Operation Epic Fury.
Reporting suggests Iran's navy and air force are functionally gone.
Oil infrastructure across Tehran is burning and crude pushing past $110 with the Strait of Hormuz still contested.
A new supreme leader sitting under the same crosshairs that killed his father ten days ago.
You don't position this level of logistics to make a decision. You position it to manage an outcome already in motion.
The carrier groups and tanker flights across the Gulf... that's the security umbrella for the aftermath. Not the operation itself.
Question I haven't seen anyone in this space ask yet.
When this ends, what does Iraq's eastern border look like?
Every reform CBI has been building toward was built on the assumption of a functioning neighbour to the east.
That assumption just broke.
IQD | Iran | regime change | oil price | Strait of Hormuz
Reporting suggests Iran's navy and air force are functionally gone.
Oil infrastructure across Tehran is burning and crude pushing past $110 with the Strait of Hormuz still contested.
A new supreme leader sitting under the same crosshairs that killed his father ten days ago.
You don't position this level of logistics to make a decision. You position it to manage an outcome already in motion.
The carrier groups and tanker flights across the Gulf... that's the security umbrella for the aftermath. Not the operation itself.
Question I haven't seen anyone in this space ask yet.
When this ends, what does Iraq's eastern border look like?
Every reform CBI has been building toward was built on the assumption of a functioning neighbour to the east.
That assumption just broke.
IQD | Iran | regime change | oil price | Strait of Hormuz
✍1
Monday, Mar 9 2026, 12:00 UTC time
📋 Oil surges toward $120 amid Iran-Hormuz tensions — Oil spike after Iran war/closure risks and OPEC output cuts drives global risk-off, stoking inflation worries and pressuring equities across Asia, Europe and the US.
✅ Inflation and rate-priced pivots — Markets lift Fed/ECB/BoE rate vigilance: US 10Y yields near 1-month highs, German/France JGB/OAT/UK gilt yields climb to multi-month highs; markets now price higher-for-longer policy risk.
🔖 FX moves — Dollar & safe-havens up; commodity-linked FX down — Dollar rallies on oil-led inflation fears; Swiss franc and US dollar gain as haven flows. Yen extends declines; Australian and New Zealand dollars slide as energy shock hits growth/rate outlook. Euro and pound fall (EUR at 3-month low; GBP at 3-month low).
📌 Equities: global sell-off — European and Asian stocks tumble (France, Germany, UK, Hong Kong, China, Japan weakness); Wall Street futures slide as oil tops $100–$120 and Iran war risks escalate.
📋 Bonds: investors offload on inflation spike — Peripheral yields widen: Italy BTP at 11-month high, Slovenia/Slovakia/Czech yields move up; German 10Y approaches highest since 2011. Investors reduce duration amid sticky inflation risk.
✅ Commodities & metals — Gold slips as stronger dollar and higher energy prices complicate rate-cut bets; silver and copper fall amid risk-off and demand concerns.
🔖 Asia specifics — China equities and offshore yuan hit one-month lows; Taiwan exports slow; Japan faces trade-balance pressure from higher import costs and big foreign bond sales. South Korea finalises US investment bill draft; Taiwan trade/exports weaken.
📌 Australia & New Zealand — Aussie shares slump to multi-week lows; Aussie/NZD dollars pressured; Australia 10Y yields climb as markets digest energy-led inflation risk and commodity volatility.
📋 Canada & TSX — TSX futures slip as Middle East turmoil ramps inflation worries; energy/import shocks weigh on Canadian markets.
✅ Europe: growth vs inflation — German factory orders and industrial output decline; Eurozone faces energy-driven inflation but analysts see less severe shock vs 2022 — still enough to reshape rate expectations and fiscal balances.
🔖 Market outlook (forex/equities/bonds) — Elevated oil risk likely to keep volatility high: expect continued USD/CHF strength, pressure on commodity-linked FX (AUD, NZD, CAD), higher sovereign yields, and renewed equity weakness until geopolitical/energy uncertainty eases.
📌 Watch this week — US inflation print, Middle East developments, central bank commentary and oil trajectory — these will steer near-term moves across FX, bonds and stocks.
📋 Oil surges toward $120 amid Iran-Hormuz tensions — Oil spike after Iran war/closure risks and OPEC output cuts drives global risk-off, stoking inflation worries and pressuring equities across Asia, Europe and the US.
✅ Inflation and rate-priced pivots — Markets lift Fed/ECB/BoE rate vigilance: US 10Y yields near 1-month highs, German/France JGB/OAT/UK gilt yields climb to multi-month highs; markets now price higher-for-longer policy risk.
🔖 FX moves — Dollar & safe-havens up; commodity-linked FX down — Dollar rallies on oil-led inflation fears; Swiss franc and US dollar gain as haven flows. Yen extends declines; Australian and New Zealand dollars slide as energy shock hits growth/rate outlook. Euro and pound fall (EUR at 3-month low; GBP at 3-month low).
📌 Equities: global sell-off — European and Asian stocks tumble (France, Germany, UK, Hong Kong, China, Japan weakness); Wall Street futures slide as oil tops $100–$120 and Iran war risks escalate.
📋 Bonds: investors offload on inflation spike — Peripheral yields widen: Italy BTP at 11-month high, Slovenia/Slovakia/Czech yields move up; German 10Y approaches highest since 2011. Investors reduce duration amid sticky inflation risk.
✅ Commodities & metals — Gold slips as stronger dollar and higher energy prices complicate rate-cut bets; silver and copper fall amid risk-off and demand concerns.
🔖 Asia specifics — China equities and offshore yuan hit one-month lows; Taiwan exports slow; Japan faces trade-balance pressure from higher import costs and big foreign bond sales. South Korea finalises US investment bill draft; Taiwan trade/exports weaken.
📌 Australia & New Zealand — Aussie shares slump to multi-week lows; Aussie/NZD dollars pressured; Australia 10Y yields climb as markets digest energy-led inflation risk and commodity volatility.
📋 Canada & TSX — TSX futures slip as Middle East turmoil ramps inflation worries; energy/import shocks weigh on Canadian markets.
✅ Europe: growth vs inflation — German factory orders and industrial output decline; Eurozone faces energy-driven inflation but analysts see less severe shock vs 2022 — still enough to reshape rate expectations and fiscal balances.
🔖 Market outlook (forex/equities/bonds) — Elevated oil risk likely to keep volatility high: expect continued USD/CHF strength, pressure on commodity-linked FX (AUD, NZD, CAD), higher sovereign yields, and renewed equity weakness until geopolitical/energy uncertainty eases.
📌 Watch this week — US inflation print, Middle East developments, central bank commentary and oil trajectory — these will steer near-term moves across FX, bonds and stocks.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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🚨🇮🇷🇧🇭 BAPCO declaring force majeure.
Meaning Bahrain's only refinery is officially unable to meet its contractual obligations.
Also called a shutdown.
Meaning Bahrain's only refinery is officially unable to meet its contractual obligations.
Also called a shutdown.
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🇨🇭 Global One SI - Prompt
🇺🇸❌CENTCOM Confirms: 43 Iranian Naval Vessels Crippled or Sunk: U.S. Central Command reported that American and Israeli forces have damaged or destroyed 43 Iranian naval vessels since the commencement of Operation Epic Fury on February 28.
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An Iranian vessel was seen on fire near the port of Bandar Abbas following U.S strikes on Iranian naval assets.
🔥1
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🚨 TRUMP TO GLOBAL SHIPPING: SHOW SOME GUTS
President Trump has sent a blunt message to global tanker operators amid tensions in the Strait of Hormuz:
“These ships should go through the Strait of Hormuz and show some guts… there’s nothing to be afraid of.”
Trump says Iran’s naval capability has been effectively destroyed, adding:
“They have no Navy. We sunk all their ships.”
According to the latest briefing, around 80–90% of Iran’s missile launchers have already been taken out, leaving only a fraction of their previous strike capability.
Trump’s message is clear:
The world’s energy lifeline must not be held hostage by a weakened regime.
The Strait of Hormuz carries roughly a fifth of the world’s oil supply — and Washington is signaling that the route will remain open.
The pressure on Tehran is intensifying.
President Trump has sent a blunt message to global tanker operators amid tensions in the Strait of Hormuz:
“These ships should go through the Strait of Hormuz and show some guts… there’s nothing to be afraid of.”
Trump says Iran’s naval capability has been effectively destroyed, adding:
“They have no Navy. We sunk all their ships.”
According to the latest briefing, around 80–90% of Iran’s missile launchers have already been taken out, leaving only a fraction of their previous strike capability.
Trump’s message is clear:
The world’s energy lifeline must not be held hostage by a weakened regime.
The Strait of Hormuz carries roughly a fifth of the world’s oil supply — and Washington is signaling that the route will remain open.
The pressure on Tehran is intensifying.
Oklo $OKLO and Centrus $LEU plan an Ohio joint venture for #HALEU deconversion.
Colocated with enrichment at the Piketon site, the hub will fuel Oklo’s 1.2GW Meta $META backed campus, slashing costs and securing a domestic nuclear supply chain.
Colocated with enrichment at the Piketon site, the hub will fuel Oklo’s 1.2GW Meta $META backed campus, slashing costs and securing a domestic nuclear supply chain.