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US says the shooting will (again) stop ahead of Doha talks, sending oil to pre-war levels
Brent slid back to pre-war levels on the truce, but Tehran hasn’t confirmed it — and the real test is…
The scramble to build redundant energy infrastructure in the Gulf is well underway
Previously seen as cost centers, energy infrastructure has been turned into strategic assets by the war in the Gulf
The UN just stopped escorting vessels through Hormuz after “someone” let a projectile fly…
The next two tests: How soon do transits resume? And will tankers go back in to pick up cargo?
Lebanon + Israel hold peace talks as Iran, US consider next steps
The talks between Lebanon and Israel are the first direct negotiations in more than 40 years
Talks between Lebanon and Israel could be make-or-break for the Gulf ceasefire
The UAE, Saudi, and Qatar reported no drone or missile attacks overnight — for the first time in nearly 40…
We can only hope that Trump Always Chickens Out
Private sector confidence is slumping across the region
Iran claims it’s talking to Oman about jointly “supervising” the Strait of Hormuz
The report comes as separate Bloomberg and Reuters reports suggest Omani oil and gas carriers have made it through the…
The IEA’s record 412 mn barrel oil release won’t close the gap — and Iran is making sure of it
The largest-ever emergency stockpile draw can deliver maybe 2 mn bbl/d. Hormuz is holding back 20 mn. Meanwhile, Tehran is…