RKA Global | Strategic Signals

Who's actually winning and losing at $111 oil. 🇺🇸US: shale producers booming, energy exports surging, SPR being restocked cheap 🇸🇦Saudi Arabia: quietly ecstatic, more revenue, less Iranian competition 🇷🇺Russia: selling discounted oil to Asia while prices soar globally 🇵🇭Philippines: declared national energy emergency, imports 98% of oil from the Gulf 🇯🇵Japan/🇰🇷 South Korea: scrambling for alternative supplies, paying massive premiums 🌍Africa / South Asia: fertiliser shortages, food prices spiraling One war. Radically different pain depending on where you live. The countries being destroyed by $111 oil have zero leverage over Washington or Tehran. The incentive to end this war is smaller than you think. #EnergyWar #OOTT #Oilmarkets #Oil #IranWar‌ #brentcrude

There have been three separate suspicious oil bets placed minutes before major Iran war announcements. Total value: $2.28 BILLION. Each time, someone bet oil prices would fall, right before a White House policy shift caused them to fall. Bet #1 March 23: $580 million in short oil positions placed 15 minutes before Trump posted he was pausing Iran strikes for talks. Oil prices dropped. Whoever placed that bet made a fortune. The FT broke this story. Congress barely reacted. Bet #2 April 7: $950 million shorted shortly before Trump announced the ceasefire. Oil fell. Someone profited again. Bet #3 April 17: $750 million sold 20 minutes before Iran's FM announced Hormuz was open for the ceasefire period. Three bets. Three perfect calls. Three policy announcements. One suspicious bet is a coincidence. Two is a pattern. Three is a scandal. #InsiderTrading #OilMarkets #IranWar #US #Iran #OOTT

🛢️Brent crude: $111/barrel this morning. Up 13% in ONE WEEK. Before the Iran war: $70. Today: $111. That's a $41 war premium on every single barrel of oil on earth. Iran rejected Trump's nuclear precondition for reopening Hormuz this morning. Markets heard it. The world is paying. #OilPrice #IranWar #OOTT

🇮🇷 Iran's parliament deputy security chief today: "We will NEVER relinquish control of the Strait of Hormuz." Claims Iran has enough missiles for "several years of war." 261 of 290 Iranian MPs signed a unity statement backing the negotiating team. Trump's strategy of splitting Iranian leadership isn't working. That changes the calculus on how this ends. Iran is not close to breaking. #Hormuz #Iran

💰The Iran war now has an official price tag: $25 BILLION in 61 days. The Pentagon is simultaneously asking for a record $1.5 TRILLION defence budget. The $25B figure is the most concrete cost number released since the war began, and Hegseth offering it with no end date in sight is a politically explosive combination. $410M/day with $4 gas is an extremely hard sell heading into midterms. #Iranwar #Iran

SCOREBOARD: 56 days into the Iran war. Let's take stock of who's actually winning: 🇨🇳China: buying discounted Iranian oil, gaining leverage, not firing a shot 🇮🇷Iran: Hormuz still closed, ceasefire holding, not surrendered 🇺🇸US: $4/gallon gas, 77% of voters blame Trump, no deal in sight "Maximum pressure" is not producing maximum results. #IranWar‌ #OOTT #Oil

Trump's Iran war calculus is now a domestic political problem: • Gas up $1.08/gallon since war began • 55% of Republicans blame him for high prices • Midterms are November 2026 • No deal in sight Every week without a Hormuz deal is a week of political damage. The clock isn't just military: it's electoral. #IranWar‌ #Midterms #GasPrices #OOTT

A pattern has emerged in the Iran war negotiations: 🔁 Trump sets deadline → Iran stalls → deadline extended → talks scheduled → Iran no-shows → Trump cancels trip → repeat We are now on loop #4. Each cycle costs the world another week of Hormuz closure. At $105/barrel, that's not a small tab. #IranWar #Iran

The bottom line: 77% of US voters in a Reuters/IPSOS poll say Trump bears responsibility for the rise in gas prices. 55% of Republicans. 82% of independents. 95% of Democrats. Midterms are in November. The Jones Act extension isn't just energy policy, it's damage control. #IranWar #GasPrices #OOTT

Trump first waived it on March 18, a 60-day emergency measure, after the Hormuz closure cut off 20% of global oil supply. The White House says it worked: 9M+ barrels of US oil reached domestic ports, supply arrived 70% faster. So they're doing it again for 90 days starting May 18. But here's the catch: the US maritime industry is furious. OMSA (American Offshore Maritime Association) says the waiver "sells out American maritime workers" and "has not reduced gasoline prices," prices have gone UP in every US market since the original waiver. So who's actually benefiting?

🛢️Trump just quietly extended the Jones Act waiver for another 90 days, keeping foreign oil tankers allowed into US ports to ease supply pressure from the Hormuz closure. Gas is $4.06/gallon. Brent crude is $105/barrel, up $35 since the war started. The US keeps telling the world the war is working. It also just admitted it needs another 3 months of emergency energy measures. #OilMarkets #JonesAct #OOTT

SITUATION UPDATE: Ceasefire expires Tuesday • Iran's FM is in Islamabad today. Witkoff @SteveWitkoff & Kushner @jaredkushner are flying there now. But Iran just confirmed: the two sides will NOT meet directly. Pakistan passes Iran's observations to the US. Diplomacy through a Post-It note. • The US sanctioned a major Chinese oil refinery and nearly 40 vessels for buying Iranian crude, while diplomats are in the same building trying to negotiate peace. Washington is tightening the financial noose at the exact same moment it's asking Tehran to talk. (Sanctioning Chinese buyers while simultaneously pursuing a ceasefire deal is either brilliant pressure tactics or diplomatic self-sabotage, probably both!) • Iran's President, Parliament Speaker and Judiciary Chief all put out coordinated statements rejecting Trump's claim of internal rifts in Iranian leadership. #IranWar‌ #Iran #US #China #Sanctions #Pakistan

🛢️Oil is trading at $112–114/barrel today. It peaked at $126 since the war began, the fastest price surge of any conflict in modern history. For context: it was ~$70 before Feb 28. The world is paying a $40+ war premium every single barrel. #OilPrice #IranWar #OOTT #Hormuz #Iran #Oil

The LNG situation is worse than oil, and barely being discussed. The Strait carries ~20% of global gas. Unlike oil, there are NO alternative routes and almost NO strategic stockpiles. The last cargoes from the Gulf are arriving at their destinations now. What comes next? #LNG #EnergyWar

A Financial Times investigation found $580M in bets on falling oil prices placed just 15 MINUTES before Trump posted he was pausing Iran strikes for talks on March 23. Calls for investigation are growing. #InsiderTrading #OilMarkets #IranWar #Hormuz #Oil

SITUATION UPDATE: BREAKING: US Special Operations, Delta Force + SEAL Team Six, executed a high-risk rescue of a downed F-15 pilot deep inside Iran. The airman evaded capture for 36+ hours before extraction. This is the most significant US covert ground operation since the war began. TONIGHT: Trump's Strait of Hormuz deadline expires at 8PM ET. Iran says it won't reopen until "fully compensated." A partial concession, letting "essential goods" through, appears designed to split the coalition, not satisfy Washington. What happens next sets the tone for this entire war. Iran, Hezbollah & the Houthis launched a coordinated multi-front strike on Israel in the last 24hrs, hitting Tel Aviv, targeting Ben Gurion airport & Lod. Iran also struck Kuwaiti power plants with drones. Zelensky says Russia shared satellite intel on 50+ Israeli energy sites with Iran. If true, this officially links the Ukraine and Iran wars into one interconnected great-power conflict. The world just got more complicated. Jet fuel has doubled in price since the war started. Airlines are grounding flights from NZ to Vietnam. China banned fuel exports. Korea Air is in "emergency mode." The Strait of Hormuz carries 20% of global oil. Every day it stays closed, the world economy takes another hit. #IranWar‌ #OOTT #OilCrisis #Hormuz

KRG & IRAQ UPDATE • KDP Leader Masoud Barzani's residence struck, drone shot down over his home in Erbil. Air defences shot down a drone near the residence of KDP leader Masoud Barzani, the former Kurdish president and uncle of President Nechirvan Barzani, in Erbil. This is not coincidental targeting. It is a systematic campaign against the KRG's political leadership at the most personal level. • Erdogan calls President Nechirvan Barzani directly, Turkey condemns the attack. Turkey formally condemned the attack on President Barzani's residence and expressed support for stability in Kurdistan and Iraq. Turkey, which controls the Ceyhan port through which the KRG pipeline flows and is the key party in the July treaty renegotiation, calling Barzani directly after his home was struck is not a courtesy call. It is a signal of where Ankara's interests lie when Kurdish stability is threatened. • Over 500 drone and missile attacks on the Kurdistan Region since February 28. According to the Rudaw Media Network, there have been more than 500 drone and missile attacks on the Kurdistan Region since the conflict began. The figure previously cited was 307 strikes as of March 11. It has now surpassed 500. The rate of attacks has accelerated sharply in the second half of March. • Iraq's parliament sets April 11 to elect a president, in the middle of a war. Iraq is attempting to complete a constitutional government formation process, suspended since the November 2025 elections. The April 11 session will happen in a country that has no functioning air travel, a bleeding budget, and a parliament building that has been within range of militia rocket fire. • Muqtada al-Sadr calls for nationwide demonstrations next week. Iraqi cleric Muqtada al-Sadr called for nationwide demonstrations next week to protest US and Israeli strikes on Iran, urging supporters to take to the streets in a coordinated and peaceful manner. Al-Sadr has been politically dormant for months. His re-emergence, calling street protests against the US, adds a domestic civil pressure dimension to Baghdad's already impossible position. The government must now manage street politics on top of everything else. #IranWar‌

Brent at $116. Up 60% in thirty days. For three weeks, a Truth Social post was enough to knock $10 off the price within hours. That stopped working this week. Markets are no longer pricing a deal. They are pricing a war with no visible end. The physical delivery price, what buyers are actually paying for barrels that exist and can move, is already at $126. Futures are catching up. When they meet, the energy crisis enters its acute phase. Corporate America gave itself two weeks. That window has closed. #OOTT #Oil #IranWar