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.
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.
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🇨🇭 Global One SI - Prompt
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…
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.
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.
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🇨🇭 Global One SI - Prompt
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…
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.
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.
✍1
🇨🇭 Global One SI - Prompt
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…
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.
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.
✍1
🇨🇭 Global One SI - Prompt
$ONDS/USD H2 #Indicator #Signal #Trading #GlobalOneAI
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.
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.
🇨🇭 Global One SI - Prompt
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.…
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.
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#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.
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.
🇨🇭 Global One SI - Prompt
"U.S. WILL USE TOMAHAWK MISSILES IN IRAN STRIKE" The B-2 bombers were at the forefront of last summer's U.S. operation against Iran's nuclear sites, but the current array of targets may be more fitting for other U.S. assets. The Tomahawk cruise missile is…
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.
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.
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SpinLaunch, a concept idea that would launch satellites with a giant centrifuge, cutting fuel use and costs.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Goldman Sachs: some oil is moving through the Strait of Hormuz
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Trump has said: I have a plan for everything.
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Tuesday, Mar 10 2026, 12:00 UTC time
📋 ✅ Markets Snapshot
📌 Wall Street ended higher as hopes for an Iran conflict resolution offset lingering inflation concerns; US futures mixed. European and Asian equities mostly firmer on geopolitical easing and weaker oil, while global bonds rallied as yields fell.
🔖 US Macro & Sentiment
📌 NFIB small business optimism slipped for the second month; uncertainty index eased slightly. US 10-year Treasury yield softened but remains watched; dollar steadied after political remarks from Trump.
📋 🔖 China: Trade Turbocharged
📌 China’s exports surged, driving a record trade surplus (~$213B) and strong early-2026 momentum. Yuan firmed as the dollar cooled; China 10Y yield extended a rebound — positive for risk assets and EM Asia flows.
✅ 📋 UK & BOE Outlook
📌 UK retail sales and consumer spending softened in February; investors price ~50-50 chance of a BOE rate cut later this year. Sterling has ticked up as oil-led inflation fears ease; UK gilt yields fell from recent highs.
🔖 ✅ Europe: Trade, Industry & Bonds
📌 German exports plunged again, extending a weak start to 2026; French trade gap narrowed and France’s bond yields tracked global declines. Bund yields eased on hopes the Iran conflict could wind down; ECB/market-watchers focused on inflation expectations.
📋 📌 Commodities & FX Movers
📌 Oil slipped back below $90/bbl after Trump comments, cooling the recent rally. Gold and silver regained ground as the dollar retreated; natgas and TTF gas prices eased. Euro hovering near two-month lows vs dollar.
🔖 📌 APAC & ANZ Highlights
📌 Australian shares recovered as oil eased; AUS building permits fell but private house permits rose slightly. New Zealand dollar declined; AUD ended a brief rally. USD/JPY formed a bearish signal after Japan GDP data — watch JPY flows.
📋 🔖 Key Takeaways for FX/Fixed Income Traders
📌 Lower oil and easing Middle East tensions are helping bond markets and lowering inflation risk premia; China’s export strength supports Asia risk assets and EM FX. Risk-on tone could cap safe-haven currencies; central bank path (BOE, Fed, ECB, BoJ) remains the main catalyst.
📋 ✅ Markets Snapshot
📌 Wall Street ended higher as hopes for an Iran conflict resolution offset lingering inflation concerns; US futures mixed. European and Asian equities mostly firmer on geopolitical easing and weaker oil, while global bonds rallied as yields fell.
🔖 US Macro & Sentiment
📌 NFIB small business optimism slipped for the second month; uncertainty index eased slightly. US 10-year Treasury yield softened but remains watched; dollar steadied after political remarks from Trump.
📋 🔖 China: Trade Turbocharged
📌 China’s exports surged, driving a record trade surplus (~$213B) and strong early-2026 momentum. Yuan firmed as the dollar cooled; China 10Y yield extended a rebound — positive for risk assets and EM Asia flows.
✅ 📋 UK & BOE Outlook
📌 UK retail sales and consumer spending softened in February; investors price ~50-50 chance of a BOE rate cut later this year. Sterling has ticked up as oil-led inflation fears ease; UK gilt yields fell from recent highs.
🔖 ✅ Europe: Trade, Industry & Bonds
📌 German exports plunged again, extending a weak start to 2026; French trade gap narrowed and France’s bond yields tracked global declines. Bund yields eased on hopes the Iran conflict could wind down; ECB/market-watchers focused on inflation expectations.
📋 📌 Commodities & FX Movers
📌 Oil slipped back below $90/bbl after Trump comments, cooling the recent rally. Gold and silver regained ground as the dollar retreated; natgas and TTF gas prices eased. Euro hovering near two-month lows vs dollar.
🔖 📌 APAC & ANZ Highlights
📌 Australian shares recovered as oil eased; AUS building permits fell but private house permits rose slightly. New Zealand dollar declined; AUD ended a brief rally. USD/JPY formed a bearish signal after Japan GDP data — watch JPY flows.
📋 🔖 Key Takeaways for FX/Fixed Income Traders
📌 Lower oil and easing Middle East tensions are helping bond markets and lowering inflation risk premia; China’s export strength supports Asia risk assets and EM FX. Risk-on tone could cap safe-haven currencies; central bank path (BOE, Fed, ECB, BoJ) remains the main catalyst.
End of brief$KRMN
Karman Space & Defense Expands Production Capacity to Support Critical Pentagon Missile and UAS Programs.
New factory will quadruple launch system production capacity and provide additional solid rocket motor nozzle manufacturing capacity for missile systems on the Pentagon’s critical munitions list.
Karman continues to invest in capacity and capabilities to accelerate delivery of critical subsystems supporting U.S. space and defense programs.
Karman Space & Defense Expands Production Capacity to Support Critical Pentagon Missile and UAS Programs.
New factory will quadruple launch system production capacity and provide additional solid rocket motor nozzle manufacturing capacity for missile systems on the Pentagon’s critical munitions list.
Karman continues to invest in capacity and capabilities to accelerate delivery of critical subsystems supporting U.S. space and defense programs.