News
The race to build an escape route around Hormuz
1+ hour, 45+ min ago (1689+ words) The market intelligence you need to invest one step ahead. Go beyond the headlines. Invest with an insider’s edge. Governments across the Middle East are racing to build a way around the Strait of Hormuz… And one long-dormant route may…...
Trump's Kharg Island threat changes the calculus for oil
1+ mon, 5+ day ago (1242+ words) Oil markets were already pricing a war-risk premium. Then President Trump put a name on the next escalation point: Kharg Island. That matters because Kharg is Iran’s economic aorta. Kharg Island handles roughly 90% of Iran’s crude oil exports. Nearly every…...
The real chokepoint at the Strait of Hormuz
1+ mon, 3+ week ago (1323+ words) Before the U.S.-Iran conflict, nearly 15 million barrels of crude oil transited the Strait of Hormuz every single day—roughly 34% of all global crude oil trade. Then the missiles started flying… and suddenly the critical trade route was more or less…...
Andrew Horowitz: How to play the Iran conflict
3+ mon, 1+ day ago (1964+ words) It’s going out there. It’s Wednesday, April 15th. And I’m Frank Curzio, your Wall Street Unplugged podcast. We’re breaking the headlines and, uh, tell you what’s really moving these markets. So I have one of your favorite guests that I’m interviewing…...
Is a ceasefire with Iran on the horizon?
3+ mon, 3+ week ago (2023+ words) What’s going on out there? It’s Wednesday, March 25th, and I’m Frank Curzio. You’re watching the Wall Street Podcast. We’re breaking the headlines, and, uh, tell you what’s really moving these markets. Mr. Daniel Creech. One way for the weekend. Went…...
The Iran War is bigger than oil prices
4+ mon, 1+ week ago (1249+ words) Oil prices jumped this week. Airline stocks dropped sharply. And fertilizer companies are suddenly rallying. The reason behind all of it is the escalating conflict with Iran—and the disruption of one of the world’s most important shipping lanes: the…...