🇺🇸 Trump highlights $MU Micron's big move: The company is accelerating its U.S. investment to $250B through 2035 to build advanced memory chips domestically.
This ramps up previous plans and is expected to create thousands of manufacturing jobs while strengthening American supply chains for AI and tech.
Trump credits deregulation and a pro manufacturing push for the momentum.
This ramps up previous plans and is expected to create thousands of manufacturing jobs while strengthening American supply chains for AI and tech.
Trump credits deregulation and a pro manufacturing push for the momentum.
What money actually buys:
$10k = a safety net
$100k = options in life
$1m = freedom from worry
$5m = full financial freedom
$10m = time becomes yours
$50m = access to anything
$100m = problems disappear
$500m = you buy entire companies
$1b = you enter a different world
$10b = governments take your calls
$50b = you fund entire nations
$100b = you start shaping the world
$10k = a safety net
$100k = options in life
$1m = freedom from worry
$5m = full financial freedom
$10m = time becomes yours
$50m = access to anything
$100m = problems disappear
$500m = you buy entire companies
$1b = you enter a different world
$10b = governments take your calls
$50b = you fund entire nations
$100b = you start shaping the world
🗿1
🇨🇭 Global One SI - Prompt
$HIMS Weekly Structure Turning Bullish: Telehealth Leader Rebuilding Momentum Strong recovery off the lows on the weekly chart with expanding green structure — clear higher lows forming as the platform scales. The Pure Technicals: ✅ Multi-month base complete…
$HIMS Dip Buying Opportunity in Telehealth Leader
The Pure Technicals:
✅ Holding critical weekly support with higher low structure forming
✅ Fonsie Channels coiling for potential bullish breakout
✅ Volume profile supports accumulation on this pullback
✅ Clear technical risk/reward to the upside
Key Levels: Near-term Target: $40 – $46 Stretch Target: $55+ Support: $31.85 – $34
Quick DD:
Dominant personalized health platform with GLP-1 momentum and expanding offerings
International growth + AI investments fueling next leg of scale
Strong subscriber economics in massive consumer healthcare TAM
Volatility creates attractive entry for long-term conviction
Patient capital wins in names like this.
The Pure Technicals:
✅ Holding critical weekly support with higher low structure forming
✅ Fonsie Channels coiling for potential bullish breakout
✅ Volume profile supports accumulation on this pullback
✅ Clear technical risk/reward to the upside
Key Levels: Near-term Target: $40 – $46 Stretch Target: $55+ Support: $31.85 – $34
Quick DD:
Dominant personalized health platform with GLP-1 momentum and expanding offerings
International growth + AI investments fueling next leg of scale
Strong subscriber economics in massive consumer healthcare TAM
Volatility creates attractive entry for long-term conviction
Patient capital wins in names like this.
$AIBZ Showing Heavy Accumulation – AI Data Center Infrastructure Name Gaining Traction
Bitzero Holdings ($AIBZ) is catching attention with strong volume accumulation on the daily chart. The stock is up +8.48% today near $7.80, with a clear box of elevated green volume during the recent consolidation phase — classic institutional footprint behavior after the initial Nasdaq listing momentum.
Why this fits the ISAR thesis:
Provider of IT energy infrastructure and high-efficiency power for data centers.
Focus on HPC (high-performance computing) and AI workloads alongside Bitcoin mining.
Operations in North America and Nordic regions with access to clean, low-carbon energy sources.
This directly addresses the AI Infrastructure pillar — where power delivery and data center capacity remain the primary bottlenecks for scaling. As AI demand surges, names that can deliver sustainable energy infrastructure solutions are strategically positioned to benefit, feeding into the broader convergence toward Robotics and Space applications.
The chart shows a healthy base-building pattern post-rally, with price holding key support levels and volume confirming buyer interest on dips. Continued accumulation here could set up the next leg higher if AI/power themes stay in favor.
Key watch:
Sustained volume and ability to hold above $7–$7.50 zone would strengthen the setup.
Another emerging name in the AI Energy Infrastructure space worth monitoring as the macro narrative plays out. Energy enables AI. Infrastructure scales it. $AIBZ is one to keep on the radar.
Position sizing and risk management essential on these volatile infrastructure plays.
Bitzero Holdings ($AIBZ) is catching attention with strong volume accumulation on the daily chart. The stock is up +8.48% today near $7.80, with a clear box of elevated green volume during the recent consolidation phase — classic institutional footprint behavior after the initial Nasdaq listing momentum.
Why this fits the ISAR thesis:
Provider of IT energy infrastructure and high-efficiency power for data centers.
Focus on HPC (high-performance computing) and AI workloads alongside Bitcoin mining.
Operations in North America and Nordic regions with access to clean, low-carbon energy sources.
This directly addresses the AI Infrastructure pillar — where power delivery and data center capacity remain the primary bottlenecks for scaling. As AI demand surges, names that can deliver sustainable energy infrastructure solutions are strategically positioned to benefit, feeding into the broader convergence toward Robotics and Space applications.
The chart shows a healthy base-building pattern post-rally, with price holding key support levels and volume confirming buyer interest on dips. Continued accumulation here could set up the next leg higher if AI/power themes stay in favor.
Key watch:
Sustained volume and ability to hold above $7–$7.50 zone would strengthen the setup.
Another emerging name in the AI Energy Infrastructure space worth monitoring as the macro narrative plays out. Energy enables AI. Infrastructure scales it. $AIBZ is one to keep on the radar.
Position sizing and risk management essential on these volatile infrastructure plays.
🇨🇭 Global One SI - Prompt
$FCEL Perfect Timing on the Pullback: High-Conviction Energy Transition Entry Daily chart locks in the setup — sharp but constructive dip into strong support after the parabolic leg. Volume profile and structure scream excellent risk/reward right here. …
$FCEL Pullback – Potential Final Opportunity at Discounted Levels?
FuelCell Energy is pulling back sharply today (-8.57% to ~$21.03) amid broader market action, but the longer-term daily structure remains constructive. Price is testing the upper trendline of the prior base while holding above key moving averages and within the overall bullish channel established since the spring breakout.
This move creates an interesting risk/reward setup for those aligned with the ISAR thesis. With recent catalysts (Siemens collaboration, $225M capital raise, and data center pipeline momentum), the dip may represent one of the last attractive entry points before potential reacceleration driven by AI power demand.
Technical context:
Testing trendline support from the May-June rally
Elevated volume on the way up earlier; current volume is elevated on the pullback
Broader channel points to significant upside if support holds
Green hydrogen and fuel cell infrastructure sit at the heart of the Energy bottleneck for AI scaling. As data centers and industrial electrification accelerate, $FCEL’s ability to deliver scalable on-site power becomes increasingly strategic — directly enabling the convergence toward Robotics and Space applications.
Watch levels:
Holding above $20–$21 zone with volume stabilization would be constructive. Failure to defend could test lower channel support, but the fundamental setup tied to AI energy needs keeps the longer-term bias bullish.
High-conviction names in the infrastructure layer often offer these volatility-driven opportunities. For believers in the macro narrative — AI needs energy, energy needs infrastructure — this could be a tactical entry window.
FuelCell Energy is pulling back sharply today (-8.57% to ~$21.03) amid broader market action, but the longer-term daily structure remains constructive. Price is testing the upper trendline of the prior base while holding above key moving averages and within the overall bullish channel established since the spring breakout.
This move creates an interesting risk/reward setup for those aligned with the ISAR thesis. With recent catalysts (Siemens collaboration, $225M capital raise, and data center pipeline momentum), the dip may represent one of the last attractive entry points before potential reacceleration driven by AI power demand.
Technical context:
Testing trendline support from the May-June rally
Elevated volume on the way up earlier; current volume is elevated on the pullback
Broader channel points to significant upside if support holds
Green hydrogen and fuel cell infrastructure sit at the heart of the Energy bottleneck for AI scaling. As data centers and industrial electrification accelerate, $FCEL’s ability to deliver scalable on-site power becomes increasingly strategic — directly enabling the convergence toward Robotics and Space applications.
Watch levels:
Holding above $20–$21 zone with volume stabilization would be constructive. Failure to defend could test lower channel support, but the fundamental setup tied to AI energy needs keeps the longer-term bias bullish.
High-conviction names in the infrastructure layer often offer these volatility-driven opportunities. For believers in the macro narrative — AI needs energy, energy needs infrastructure — this could be a tactical entry window.
$CTNX Bottom Breakout Watch in Biotech
🔬
The Pure Technicals:
✅ Strong green candle reclaiming key micro-support with volume conviction
✅ Fonsie Channels beginning to tilt higher off multi-month lows
✅ Clear higher low formation in the base
✅ Oversold bounce with room for continuation
Key Levels: Near-term Target: $0.85 – $1.10 Stretch Target: $1.83+ Support: $0.62 – $0.70
Quick DD:
- Clinical-stage biotech advancing novel therapies in oncology with focused pipeline
- Low-float setup capable of rapid moves on positive clinical or partnership catalysts
- Recent volume surge signaling renewed interest at these depressed levels
- Asymmetric risk/reward typical of small-cap biotech bottoms
Watching closely for confirmation of the bottom break.
🔬
The Pure Technicals:
✅ Strong green candle reclaiming key micro-support with volume conviction
✅ Fonsie Channels beginning to tilt higher off multi-month lows
✅ Clear higher low formation in the base
✅ Oversold bounce with room for continuation
Key Levels: Near-term Target: $0.85 – $1.10 Stretch Target: $1.83+ Support: $0.62 – $0.70
Quick DD:
- Clinical-stage biotech advancing novel therapies in oncology with focused pipeline
- Low-float setup capable of rapid moves on positive clinical or partnership catalysts
- Recent volume surge signaling renewed interest at these depressed levels
- Asymmetric risk/reward typical of small-cap biotech bottoms
Watching closely for confirmation of the bottom break.
$TRAW +12.6% Bounce in Biotech Antiviral Play 📈
The Pure Technicals:
✅ Strong daily reversal candle holding key support zone
✅ Fonsie Channels showing compression ready for expansion
✅ Volume confirming buyer defense at multi-week lows
✅ Bullish structure forming above $0.65 base
Key Levels: Near-term Target: $0.94 – $1.15 Stretch Target: $1.53+ Support: $0.69 – $0.76
Quick DD:
Clinical-stage biotech advancing novel oral antivirals targeting influenza, COVID-19, bird flu, and emerging threats like Hantavirus
Pipeline includes Tivoxavir marboxil (influenza) and Ratutrelvir programs with recent regulatory and toxicology updates
Low-float biotech with high short interest (7.6% of float) sets up for rapid moves on positive pipeline news
Positioned in critical respiratory antiviral space with multiple shots on goal
Resilient bounce in a name with real clinical catalysts ahead
The Pure Technicals:
✅ Strong daily reversal candle holding key support zone
✅ Fonsie Channels showing compression ready for expansion
✅ Volume confirming buyer defense at multi-week lows
✅ Bullish structure forming above $0.65 base
Key Levels: Near-term Target: $0.94 – $1.15 Stretch Target: $1.53+ Support: $0.69 – $0.76
Quick DD:
Clinical-stage biotech advancing novel oral antivirals targeting influenza, COVID-19, bird flu, and emerging threats like Hantavirus
Pipeline includes Tivoxavir marboxil (influenza) and Ratutrelvir programs with recent regulatory and toxicology updates
Low-float biotech with high short interest (7.6% of float) sets up for rapid moves on positive pipeline news
Positioned in critical respiratory antiviral space with multiple shots on goal
Resilient bounce in a name with real clinical catalysts ahead
$YAAS Surged 35% this week following the TikTok ecosystem expansion catalyst.
The Pure Technicals:
✅ Massive volume surge confirming institutional accumulation on the weekly breakout
✅ Strong rejection from multi-month lows with decisive green candle structure
✅ Fonsie Channels showing early bullish expansion after prolonged compression phase
✅ Clear higher high formation with momentum building toward overhead resistance
Key Levels: Near-term Target: $1.80 – $2.57 Stretch Target: $3.79+ Support: $0.72 – $0.93
Quick DD:
Strategic 18% stake acquisition in YATOP (valued at ~$60M) brings Tier-1 TikTok agency capabilities, 10k+ creator network, and teams in LA/Hong Kong
Integrates directly with Youxin's SaaS/PaaS platform to accelerate global digital commerce and marketing services
Low float (~6.7M) with minimal institutional ownership sets stage for explosive moves on continued momentum
Building on prior Celnet acquisition to strengthen AI/CRM offerings in high-growth digital sectors
This is exactly the type of asymmetric setup where smart capital rotates early into undervalued tech plays with real ecosystem expansion.
The Pure Technicals:
✅ Massive volume surge confirming institutional accumulation on the weekly breakout
✅ Strong rejection from multi-month lows with decisive green candle structure
✅ Fonsie Channels showing early bullish expansion after prolonged compression phase
✅ Clear higher high formation with momentum building toward overhead resistance
Key Levels: Near-term Target: $1.80 – $2.57 Stretch Target: $3.79+ Support: $0.72 – $0.93
Quick DD:
Strategic 18% stake acquisition in YATOP (valued at ~$60M) brings Tier-1 TikTok agency capabilities, 10k+ creator network, and teams in LA/Hong Kong
Integrates directly with Youxin's SaaS/PaaS platform to accelerate global digital commerce and marketing services
Low float (~6.7M) with minimal institutional ownership sets stage for explosive moves on continued momentum
Building on prior Celnet acquisition to strengthen AI/CRM offerings in high-growth digital sectors
This is exactly the type of asymmetric setup where smart capital rotates early into undervalued tech plays with real ecosystem expansion.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Russia's fuel crisis just reached a third dimension.
First the gas stations ran dry⛽️
Then the tankers in the Sea of Azov stopped moving🚢
Now the runways are next...
Refueling is limited or gone in Makhachkala, Krasnodar, Astrakhan, St. Petersburg, Yekaterinburg, and Ufa.
Wholesale kerosene is up 52% to a record high.
Moscow just banned kerosene exports until the end of November.
The Moscow refinery is down for 6 months after drone strikes.
Uzbekistan's flag carrier already canceled flights there.
This is not a diesel story anymore.
First the gas stations ran dry⛽️
Then the tankers in the Sea of Azov stopped moving🚢
Now the runways are next...
Refueling is limited or gone in Makhachkala, Krasnodar, Astrakhan, St. Petersburg, Yekaterinburg, and Ufa.
Wholesale kerosene is up 52% to a record high.
Moscow just banned kerosene exports until the end of November.
The Moscow refinery is down for 6 months after drone strikes.
Uzbekistan's flag carrier already canceled flights there.
This is not a diesel story anymore.
Top 20 mining firms by revenue
Everyone ranks mining by revenue and assumes gold dominates.
39 of the top 100 mining companies by headcount are gold miners.
They generate 21% of industry revenue.
22 copper producers generate 28%, over $200 billion, more than any other metal.
That is why Rio Tinto is circling Glencore. Its copper business is what pushed Glencore to $63 billion in revenue, the highest in the sector.
Copper is the real cash engine of mining
Everyone ranks mining by revenue and assumes gold dominates.
39 of the top 100 mining companies by headcount are gold miners.
They generate 21% of industry revenue.
22 copper producers generate 28%, over $200 billion, more than any other metal.
That is why Rio Tinto is circling Glencore. Its copper business is what pushed Glencore to $63 billion in revenue, the highest in the sector.
Copper is the real cash engine of mining
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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The campaign against Russia's fuel infrastructure just added another target class.
Refineries hit
Tankers hit
Runways running dry
Now a fuel depot in Azov, Rostov region
This is not a series of isolated strikes.
It is a systematic campaign against every stage of Russia's fuel chain, from the well to the pump.
Refineries hit
Tankers hit
Runways running dry
Now a fuel depot in Azov, Rostov region
This is not a series of isolated strikes.
It is a systematic campaign against every stage of Russia's fuel chain, from the well to the pump.
🔥1
If you still doubt it, here are 16 humanoid robot hands moving closer to the shape, reach and dexterity of a human hand.
01 🇳🇴 1X NEO: 25 DoF, tendon drive, 3-DoF wrist, pressure, location and slip sensing, up to 45 N finger force, 17.75 Nm wrist torque and IP68 protection.
02 🇺🇸 Tesla Optimus: Human-scale architecture integrating compact actuators, sensors and mechanical transmissions. Tesla has not released a complete public hand specification.
03 🇺🇸 Figure 03: Soft adaptive fingertips, tactile sensors and palm cameras designed to stabilize grasps across different objects.
04 🇨🇦 Sanctuary AI Phoenix: 21-DoF hydraulic hands with tactile sensing and demonstrated in-hand object manipulation.
05 🇺🇸 Apptronik Apollo: Designed for dexterous manipulation. Apptronik has said that more human-like hands remain part of its continuing R&D work.
06 🇨🇳 Unitree G1: Optional force-controlled hands. Dex3-1 provides 7 DoF, while the Inspire option uses 6 DoF across 12 moving joints.
07 🇨🇳 Fourier GR-1: Human-like hand geometry for versatile grasping. The newer GR-2 advances the platform to 12-DoF hands with six tactile sensor arrays.
08 🇨🇳 UBTECH Walker S: Five-finger dexterous hands with pressure sensing. Walker S2’s fourth-generation hand adds an active thumb DoF and raises fingertip payload to 12.5 N.
09 🇨🇳 Robot Era STAR1: Fully actuated dexterous hands developed for precise object manipulation.
10 🇨🇳 EngineAI PM01: A compact humanoid platform with five-finger hands, although detailed official hand specifications remain limited.
11 🇨🇳 AgiBot A2: The A2 family includes industrial hands with 19 DoF, 12 actively driven. AgiBot’s OmniHand offers 16 DoF and more than 400 force-sensing taxels.
12 🇨🇳 XPENG IRON: Human-scale 1:1 hands with 22 DoF, built around XPENG’s smallest harmonic joints.
13 🇨🇳 Kepler Forerunner K2: Developed for industrial manipulation and object handling. Detailed hand-level specifications have not been published.
14 🇨🇳 Xiaomi CyberOne: Five-finger humanoid hands publicly demonstrated for object handling, with limited published hand-level specifications.
15 🇯🇵 Toyota T-HR3: Ten articulated fingers, torque sensing and force-feedback teleoperation through Toyota’s Master Maneuvering System.
16 🇪🇸 PAL Robotics TALOS: Torque-controlled manipulation for grasping and operating tools. Its 7-DoF arms can carry 6 kg each with the arm extended.
These hands are not equally mature. Some are commercial products, some are optional end-effectors and others remain research prototypes.
What task do you believe is still impossible for a robot?
01 🇳🇴 1X NEO: 25 DoF, tendon drive, 3-DoF wrist, pressure, location and slip sensing, up to 45 N finger force, 17.75 Nm wrist torque and IP68 protection.
02 🇺🇸 Tesla Optimus: Human-scale architecture integrating compact actuators, sensors and mechanical transmissions. Tesla has not released a complete public hand specification.
03 🇺🇸 Figure 03: Soft adaptive fingertips, tactile sensors and palm cameras designed to stabilize grasps across different objects.
04 🇨🇦 Sanctuary AI Phoenix: 21-DoF hydraulic hands with tactile sensing and demonstrated in-hand object manipulation.
05 🇺🇸 Apptronik Apollo: Designed for dexterous manipulation. Apptronik has said that more human-like hands remain part of its continuing R&D work.
06 🇨🇳 Unitree G1: Optional force-controlled hands. Dex3-1 provides 7 DoF, while the Inspire option uses 6 DoF across 12 moving joints.
07 🇨🇳 Fourier GR-1: Human-like hand geometry for versatile grasping. The newer GR-2 advances the platform to 12-DoF hands with six tactile sensor arrays.
08 🇨🇳 UBTECH Walker S: Five-finger dexterous hands with pressure sensing. Walker S2’s fourth-generation hand adds an active thumb DoF and raises fingertip payload to 12.5 N.
09 🇨🇳 Robot Era STAR1: Fully actuated dexterous hands developed for precise object manipulation.
10 🇨🇳 EngineAI PM01: A compact humanoid platform with five-finger hands, although detailed official hand specifications remain limited.
11 🇨🇳 AgiBot A2: The A2 family includes industrial hands with 19 DoF, 12 actively driven. AgiBot’s OmniHand offers 16 DoF and more than 400 force-sensing taxels.
12 🇨🇳 XPENG IRON: Human-scale 1:1 hands with 22 DoF, built around XPENG’s smallest harmonic joints.
13 🇨🇳 Kepler Forerunner K2: Developed for industrial manipulation and object handling. Detailed hand-level specifications have not been published.
14 🇨🇳 Xiaomi CyberOne: Five-finger humanoid hands publicly demonstrated for object handling, with limited published hand-level specifications.
15 🇯🇵 Toyota T-HR3: Ten articulated fingers, torque sensing and force-feedback teleoperation through Toyota’s Master Maneuvering System.
16 🇪🇸 PAL Robotics TALOS: Torque-controlled manipulation for grasping and operating tools. Its 7-DoF arms can carry 6 kg each with the arm extended.
These hands are not equally mature. Some are commercial products, some are optional end-effectors and others remain research prototypes.
What task do you believe is still impossible for a robot?
🇨🇭 Global One SI - Prompt
Goldman Sachs: "Token use by AI agents is expected to multiply 24 times by 2030" AI agents are now creating the first serious cost test for the AI boom. As was reported this week, Uber and Microsoft are already rethinking expensive agent usage. A chatbot…
The AI models that will generate the most tokens will be different than the models that generate the highest revenue
The way things are headed, it is very clear that low value repetitive tasks will be outsourced to the cheap and open source models
But the cutting edge work done with AI will consolidate around 1 or 2 frontier models, likely led by Anthropic and OpenAI
So while the cheap models will produce the most tokens, it will not provide nearly the same value. This will be the commodity layer of models
The frontier LLMs will be low token generation but high value. This will be the premium layer.
The way things are headed, it is very clear that low value repetitive tasks will be outsourced to the cheap and open source models
But the cutting edge work done with AI will consolidate around 1 or 2 frontier models, likely led by Anthropic and OpenAI
So while the cheap models will produce the most tokens, it will not provide nearly the same value. This will be the commodity layer of models
The frontier LLMs will be low token generation but high value. This will be the premium layer.
✍1
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This is why we invest in #Bitcoin.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
China's newest rocket, the Long March 10B, just achieved a breakthrough recovery.
Its fuel is high purity methane made from LNG.
Even China's frontier industry now runs on the resource it does not produce enough of.
Gas demand does not shrink as an economy advances. It compounds.
America controls that input.
Its fuel is high purity methane made from LNG.
Even China's frontier industry now runs on the resource it does not produce enough of.
Gas demand does not shrink as an economy advances. It compounds.
America controls that input.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
80% of America's rare earth supply comes from 1 country.
China.
That is real leverage.
But rare earths only bite a handful of industries.
LNG heats entire economies.
China has the rare earths.
America has the LNG.
Only 1 of those is fungible.
China.
That is real leverage.
But rare earths only bite a handful of industries.
LNG heats entire economies.
China has the rare earths.
America has the LNG.
Only 1 of those is fungible.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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Trump says the ceasefire is over.
Iran and Oman are drafting a Hormuz passage deal anyway.
The contradiction: after 3 Qatari and Saudi tankers were hit and the US struck Iranian sites (Iran hit back at US military sites in Gulf states), Trump posted "the Cease Fire is OVER!" Yet Iran, the US, Qatar and Pakistan agreed to keep negotiating this weekend.
The corridor proposal: Oman's draft plan splits the strait. Free navigation through the southern corridor in Omani waters, no tolls. Vessels in the northern corridor through Iranian waters need Iran's prior approval, still no tolls, per CNN.
Iran's framing: FM Araqchi says the US violated the ceasefire first by revoking Iran's crude sale license right after the tanker attacks. Iran hasn't claimed responsibility for those attacks; US officials say Tehran called them an "errant part of their system."
The wildcard: Iran's new supreme leader, Mojtaba Khamenei, publicly pledged vengeance for his predecessor's killing this week. Trump says he's ordered the military to prep "thousands of missiles" if Iran tries to assassinate him, after reports of an assassination plot.
About a fifth of the world's oil transited Hormuz before the war. The corridor deal, the ceasefire status, and the vengeance pledge all decide whether that fifth comes back or stays disrupted.
Iran and Oman are drafting a Hormuz passage deal anyway.
The contradiction: after 3 Qatari and Saudi tankers were hit and the US struck Iranian sites (Iran hit back at US military sites in Gulf states), Trump posted "the Cease Fire is OVER!" Yet Iran, the US, Qatar and Pakistan agreed to keep negotiating this weekend.
The corridor proposal: Oman's draft plan splits the strait. Free navigation through the southern corridor in Omani waters, no tolls. Vessels in the northern corridor through Iranian waters need Iran's prior approval, still no tolls, per CNN.
Iran's framing: FM Araqchi says the US violated the ceasefire first by revoking Iran's crude sale license right after the tanker attacks. Iran hasn't claimed responsibility for those attacks; US officials say Tehran called them an "errant part of their system."
The wildcard: Iran's new supreme leader, Mojtaba Khamenei, publicly pledged vengeance for his predecessor's killing this week. Trump says he's ordered the military to prep "thousands of missiles" if Iran tries to assassinate him, after reports of an assassination plot.
About a fifth of the world's oil transited Hormuz before the war. The corridor deal, the ceasefire status, and the vengeance pledge all decide whether that fifth comes back or stays disrupted.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Per ISW,Iran's negotiators and its military aren't fighting each other.
They're playing 2 roles in the same strategy.
1️⃣ Pragmatic negotiators are trying to preserve talks and avoid a full-scale war with the US
2️⃣ IRGC officers close to the supreme leader approved using force to assert control over Hormuz
3️⃣ This is a split over tactics, not strategic ends, both factions agree the strait is Iran's core leverage
4️⃣ Blaming an "errant faction" for attacks lets the regime keep talking and chase economic benefits while the IRGC keeps enforcing control on the water
The US wants a full return to pre-war rules.
Iran won't concede that.... for how long?
They're playing 2 roles in the same strategy.
1️⃣ Pragmatic negotiators are trying to preserve talks and avoid a full-scale war with the US
2️⃣ IRGC officers close to the supreme leader approved using force to assert control over Hormuz
3️⃣ This is a split over tactics, not strategic ends, both factions agree the strait is Iran's core leverage
4️⃣ Blaming an "errant faction" for attacks lets the regime keep talking and chase economic benefits while the IRGC keeps enforcing control on the water
The US wants a full return to pre-war rules.
Iran won't concede that.... for how long?