The US is burning through roughly $1.5 billion a day against Iran. That's $17,000 a second.

Oil spike wasn't a supply problem. Someone pulled insurance on Gulf shipping and the price moved on cue. Then the counter came... faster than anyone expected. Anyone else looking at who controls the pricing levers vs who controls the actual oil? Tonight's briefing goes deep on this.

Deployment of #EchoStar XXV confirmed

#3DPrinted, #AI-Created: The Future of Aircraft Design Takes Flight

Trump just posted a Hormuz ultimatum and called it "a gift to China."

That framing matters more than the threat itself.

Every oil-dependent nation on earth just got billed for strait access.

Bessent already told you what happened.
Treasury created the dollar shortage that crashed Iran's banks and sent the rial off a cliff.

Iran's crude exports dropped 26% before a single bomb fell.

The military operation started after the economy was already finished.

Think about what "gift to China" means in practice.

Beijing was importing over a million barrels a day of sanctioned Iranian crude through shadow fleets and teapot refineries.

OFAC designated the refinery networks.
Treasury hit the tankers.
Export volumes were collapsing by January.

Trump isn't offering protection.
He's telling China their cheapest supplier got erased and they should be grateful the strait reopens at all.

He told CBS he's "thinking about taking it over."

Brent hit $119 then got dragged below $99 in hours after the G7 floated a 400-million-barrel reserve release.

One coordinated threat wiped 17% off the barrel in a single session. Still falling today.

That's the pricing lever question from earlier answered.

1953. British oil embargo strangled Mossadegh's Iran for two years before the CIA moved in.

Revenue collapsed first, then the government fell.

Same sequence, seventy years later, compressed from years into months.

Bessent's team designated over 875 sanctions targets in 2025.

By December the banks were failing and people were in the streets.

Now look next door. Iraq's banking system was tethered to Iran's dollar corridor for years.

As stated numerous times:
CBI compliance training, electronic billing mandates, sanctions on Iraqi banks running transfers to Tehran.

All groundwork for this exact moment.

The corridor isn't being negotiated closed. It's being burned shut while the source country has no navy, no air force, and a new supreme leader nobody outside the IRGC asked for.

Russia reportedly willing to start trading in dollars again. China watching its Iranian crude vanish.

Oil-dependent nations across the Gulf getting a lesson in what happens when Washington pulls the floor out from under your supplier.

IMO, this pressure sequence doesn't stop at Tehran.

It reshapes who gets to participate in global trade and under whose rules.

Still watching how CBI handles the corridor going dark.

Haven't seen official guidance yet but that's where the next signal comes from.

H.C. Wainwright reiterates a Buy on Ondas $ONDS with a $17 price target.

Following a $175M merger with defense prime Mistral Inc. and a $20M border security win, Ondas is using its $1.5B cash pile to scale its $180M revenue outlook for 2026.

AT&T $T commits more than $250B through 2030 to expand U.S. connectivity, featuring a core satellite partnership with $ASTS AST SpaceMobile.

The plan targets over 100M users, FirstNet modernization, and thousands of new technician hires starting in 2026.

$T/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$ASTS/USD H2 #Indicator #Signal #Trading #GlobalOneAI

You think cutting off 20% of the global oil supply through the Strait of Hormuz is a big deal. Wait until people realize 30% of the global fertilizer supply comes through there too, with possible global food shortages this fall.

$MU $SNDK $WDC $STX | Goldman Sachs warns of a "structural supply crunch" in memory, with 2026 DRAM shortfalls hitting 15 year highs.

As AI demand consumes 3x more capacity, PC prices are set to rise 17%, potentially erasing the sub $500 "budget" market by 2028.

#Uranium Energy $UEC Q2 revenue hit $20.2M with a $10M profit, fueled by $101/lb sales.

With $818M in liquid assets and no debt, the firm is scaling 24/7 ops at Irigaray and prepping Burke Hollow for startup to lead the U.S. uranium fuel supply chain.

$UEC/USD H2 #Indicator #Signal #Trading #GlobalOneAI

Missiles like the Tomahawk—and the advanced defenses against them—consume vast quantities of critical minerals far beyond just copper.

These systems increasingly depend on scandium-aluminum alloys to reduce weight, extend range, and enhance payload performance under extreme conditions.

That’s exactly why these are designated ‘critical raw materials’—national security hinges on secure, diversified supplies of scandium, rare earths, #tungsten, #gallium, and more.

$MOBX/USD H2 #Indicator #Signal #Trading #GlobalOneAI

SpinLaunch, a concept idea that would launch satellites with a giant centrifuge, cutting fuel use and costs.