This could be the beginning of the end. But feels tentative. 👉Axios reports the Trump administration is "game-planning" for potential negotiations with Iran. ❗️BUT expect the conflict to continue for at least another 2-3 weeks. Important -- It's an exploratory stage planning for if/when the war reached a pause point. Meanwhile, there are Iran's 3 key demands spelt out by Mojtaba Khamenei in his Nowruz message on March 20: 1) Immediate ceasefire and end to hostilities (no negotiations under fire) 2) Binding guarantees against future US/Israeli attacks 3) Compensation for damage inflicted during the war
US suspends Iran oil sanctions for a month, allowing sale of all barrels on water as of March 20. Another band-aid. There are no more than 30 million barrels of Iranian oil in floating storage waiting for buyers, as per ship-tracking...
Brent cools down to $105 early Friday. The war has entered its 21st day, with the Strait of Hormuz still effectively closed. Have some in the market drunk the kool-aid again?
Joe Kent tells Tucker Carlson: Israel alone cannot execute "regime change" operations on its own, so it needs the US ... which is why the Israeli lobby is so "potent, powerful and aggressive".

Trump on Truth Social: - Says US "knew nothing about" Israel's plan to attack Iran's South Pars - Asserts Israel will make "no more attacks" on South Pars unless Iran decides to attack Qatari assets - Threatens US will "blow up" all of...
This is big. Reuters, citing US military sources, reporting: THE US IS CONSIDERING DEPLOYING THOUSANDS MORE TROOPS TO THE MIDDLE EAST. The plan may include posting ground troops along Iran’s shoreline to protect the #StraitsOfHormuz.
We have entered a new phase of the war. It is now energy infrastructure damage and destruction, not just precautionary shutdowns. The aftershocks are going to be felt for months, possibly years.

Australia's clean product imports and their sources, Jan-Feb 2026, as per Vortexa. @AvidCommentator hope this helps. https://t.co/CT2PMrsEGj
The UAE's ADNOC stores crude at KNOC's Yeosu site. The report, if correct, suggests 18 million barrels is what it has in storage there.

Iranian FM Araghchi is talking of a new "post-war arrangement" for the Strait of Hormuz. Would be interesting to see what other details emerge. Right now, the markets are more focused on what kind of "war arrangement" might fall into place, if...
I am normally not a big fan of conspiracy theories to explain market phenomena. But #Brent futures slid from an intraday high of just over $106 to settle at $100.21 on Monday. The only “explanation” I can find is “because some...
As the #Strait_of_Hormuz closure enters week three and continues to drive oil prices higher, here's a list of at least six mitigating attempts by Washington, and their impact : 1⃣ Tried to downplay the closure, saying war will be over "very...

Via the FT. India had seized the Iranian tankers in alignment with the US’ campaign to crack down on flows of sanctioned Iranian oil. https://t.co/SDTJmAkK6R

Mojtaba Khamenei’s message to neighbouring countries contained in a long missive posted today — Close down the US bases or face continuing attacks from Iran. Full post here: https://t.co/1a5kYUwIts https://t.co/ubVQ0YNSHV

Trump says military targets on Kharg island obliterated. Oil infrastructure not touched - for now. https://t.co/96z56gVY1g