Iranian retaliation has caused an effective closure of the Strait of Hormuz since ~March 2–4. Traffic has dropped from 150+ vessels/day to near-zero on many days, with 21+ confirmed attacks on merchant ships. This matches the scenario’s description of disruption, price spikes, and US-led response pressure. Reopening Hormuz is economically non-optional. It carries 20% of …
Elon Musk dropped huge news that changes everything. 7GWs of data center that would be 5 times bigger than XAI colossus and would keep growing faster. Accredited Investors can sign up for educational discussion and Q&A with Brian Wang. Tesla and XAI digital optimus will start in about 6 months. Brian WangBrian Wang is a …
Elon explicitly pushed back on today’s Business Insider “Macrohard stalled → pivot to Tesla” FUD. XAI minor staff churn, departures did not delay the project. Macrohard project is not dead or abandoned. It’s been integrated as the planned joint architecture all along. These things exist to control a desktop. It is not magic to take …
Kharg island is where Iran can load up to 7 million barrels per day for epxort. US will take and keep Kharg island, permanent navy, marine, special ops base. It will be a base with big moat. The base will be where the US will keep overwatch on Iran. Iran will not a navy back …
TankerTrackers.com is one of the highest-quality public sources available right now. Kpler & Vortexa now note the trickle of dark or escorted transits. 14-16 Tankers passed through Hormuz Today. Traffic is way down with normal ~150+ vessels per day has collapsed to low single digits or low teens (80-90% drop). Tactics being used are turning …
CONFIRMED – U.S. Energy Secretary Chris Wright said on national TV today, March 8, 2026. on Fox News Sunday and CBS “Face the Nation” and other appearances). The plan is to get oil and natural gas and fertilizer and all the products from the Gulf flowing through the Straits before too long… one large tanker …
Ukraine sank a Russian liquid natural gas carrier in the Mediterranean. Iran is not the only country that can disrupt oil and gas shipping. Russia’s sanctioned Arctic LNG 2 export network is showing early signs of disruption after an explosion sank one of its shadow fleet carriers in the Mediterranean this week, forcing other tankers …
No specific ships have been reported using this new US insurance to transit safely in the last 24 hours, as the program is brand new and traffic remains halted. Some vessels are reflagging or signaling Chinese ownership to gain passage under Iran’s exemptions, rather than relying on insurance. Single-digit transits (1-3 confirmed crossings), far below …
The current analysis is that Tesla is still making a much cheaper model Y and model 3. Projected pricing for E41 (cheaper Model Y) and D50 (cheaper Model 3) assumes the reported 20% production-cost reduction vs. current refreshed/base models, with Tesla maintaining the same gross-margin percentage. Is dry-electrode 4680 (higher density) achieve these costs, or …
Pre-war baseline (Feb 2026 estimates from Central Bank, IMF, and tanker data) Iran Government budget is $106 billion annual ($8–9 billion/month total revenue needed). Oil share was 25–40% (or ~1/3 overall) → ~$1.7–2.5 billion/month net oil income (after heavy discounts to China). Non-oil exports are ~$4.5 billion/month (petrochemicals ~25–30%, pistachios/saffron/ag ~small slice, natural gas/metals rest). …
Iran’s regular surface navy is being systematically sunk and the Iran Navy headquarters was crippled, but the mini-subs and small mine-laying vessels—the ones actually capable of rapidly closing the Strait of Hormuz—remain the primary active threat and have not been neutralized in public reporting. ⚠️ 𝐁𝐫𝐞𝐚𝐤𝐢𝐧𝐠 𝐍𝐞𝐰𝐬 ⚠️ 🇮🇷🇺🇸 | U.S HAS SUNK THE IRIS …