Commodities
Brent Just Posted Its Steepest Monthly Gain on Record. Trump Said He Wants to Take Iran’s Oil.
Brent surged 55% in March, the largest monthly gain on record. Trump told the FT he wants to seize Kharg Island. WTI crossed $100. The war just changed shape.
Economy
ADNOC Can’t Ship Its Own Gas. Goldman Says Gulf GDP Could Drop 14%.
ADNOC cut LNG production because tankers cannot transit Hormuz. Goldman projects Qatar and Kuwait GDP down 14 percent if the war runs through April. Trump's deadline expires Monday.
Stocks
Every Gulf Market Crashed. The Tadawul Fought Back. Here’s Why Aramco Made the Difference.
The Tadawul lost 12% in the first week of the Iran war and recovered it all. Dubai is down 17%. Aramco and an oil pipeline nobody watched made the difference.
Economy
Iran Just Knocked Out 17 Percent of Qatar’s LNG Capacity. Repairs Will Take Up to Five Years.
Iran struck Ras Laffan and knocked out 17% of Qatar's LNG capacity for 3-5 years. The $20B annual revenue loss has no substitute. Global LNG has zero slack.
Crypto
Coinbase Is Reportedly Buying Into Bybit. Read the Strategic Logic Before the Hype Does.
Coinbase is reportedly in talks to take a stake in Bybit at a $25B valuation. Neither side confirmed it. Here's the actual strategic logic behind the deal and the regulatory friction nobody is discussing.
Crypto
The S&P 500 Just Had Its Worst Session of the Year. Bitcoin Is at a Weekly High.
Bitcoin hit a weekly high near $72,000 as the S&P 500 posted its worst session of 2026. Strategy bought the dip. ETF inflows reversed. The fiat debasement trade is back.
Commodities
Brent Closed Above $100 for the First Time Since August 2022.
Brent settled at $100.46 on Thursday, its first close above $100 since August 2022. Iran's new supreme leader vowed to keep Hormuz closed. The Fed is frozen. Here's what actually matters.
Economy
The IEA Released 400 Million Barrels. Gulf Producers Cut 6.7 Million Per Day. The Math Doesn’t Work.
Saudi Arabia, Iraq, the UAE, and Kuwait have cut combined oil output by 6.7 million barrels per day as Hormuz storage fills and tankers stop moving. The IEA released 400 million barrels on Wednesday. The net position is still deeply negative.
Commodities
The IEA Just Released More Oil Than Ever Before. The Market Didn’t Care.
The IEA released a record 400 million barrels of emergency oil reserves on Wednesday. Brent still closed above $91. WTI settled up over 4%.
Crypto
The DOJ Is Investigating Binance for Iran. Binance’s Response Was to Sue the Newspaper That Broke the Story.
The DOJ opened a probe into Iran's alleged use of Binance to move $1B+ past U.S. sanctions. Binance's response: sue the Wall Street Journal for defamation. On the same day. Meanwhile, the U.S. is the one that started the war.
Crypto
Pakistan Just Gave 40 Million Crypto Users a Legal Framework. The Real Target Is $38 Billion in Remittances.
Pakistan passed its first crypto law. 40 million users just got legal. But the real play is $38 billion in remittances and a stablecoin corridor to replace hawala.
