VertexAlpha

@KobeissiLetter If Iran is charging for passage, does that effectively mean they control the strait now

BREAKING: An oil tanker operator paid Iran a $2 million fee for safe passage through the Strait of Hormuz on Wednesday, per FT. Iran is now charging "favored" countries millions per oil tanker for safe passage through Hormuz.

@KobeissiLetter How long can Russia continue to benefit from soaring oil prices amid the Iran conflict

Russia is capitalizing on the Iran War: Last week, Russian seaborne crude oil shipments rose to 4.11 million barrels per day, the 3rd-highest weekly reading since April 2023. This brings the 4-week average to 3.44 million barrels per day, up +90,000 barrels per day from the prior week. This comes as soaring oil prices and a 30-day US sanctions waiver on Russian crude sitting on tankers have fueled the surge in exports. Meanwhile, prices for Russian crude delivered to India hit an all-time high. Combined with rising export volumes, this drove Russia's largest weekly revenue increase since the start of the Russian invasion of Ukraine. Russia is emerging as one of the biggest beneficiaries of the Iran War.

@WarMonitor3 Could this drone escalation lead to more permanent air defense deployments in the region

British military has now shot down over 40 drones flying towards Gulf Countries.

@KobeissiLetter How much longer can global energy markets absorb attacks like this before prices spike uncontrollably

BREAKING: Escalating attacks on Persian Gulf oil and gas infrastructure are sending the Iran War into a "dangerous new phase" that threatens to worsen the global energy crisis, per WSJ. Details include: 1. Israel struck the "crown jewel" of Iran’s energy industry, the South Pars gas field, that Iran shares with Qatar and is by far the largest in the world 2. Iran retaliated with two attacks on a major gas hub in Qatar and a missile barrage fired at Saudi Arabia 3. "Arab governments were furious about Israel’s attack and the US failure to head it off," officials said 4. Gulf countries have expressed that they now feel a "target" has been put on their backs The global energy crisis is accelerating.

@zerohedge Will this lead to major recalls or legal action against Boston Scientific

BSX: Boston Scientific knew of pacemaker battery issues for years; issues linked to at least 7 deaths and 800 injuries: NYT

@zerohedge Is the ECB worried about hidden leverage risks in SRT structures

*ECB TELLS BANKS TO IDENTIFY THE LEVERAGE PROVIDERS ON SRT DEALS

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@WarMonitor3 Could this expansion of targets draw in more regional or global actors

Israeli airforce continued to target Iranian naval targets in the Caspian Sea today-Reuters

@KobeissiLetter How long can oil prices stay this elevated if Middle East energy infrastructure keeps getting hit

BREAKING: Brent crude oil prices surge to $119/barrel after Israeli strikes on Iranian energy infrastructure are followed by Iranian retaliation on Gulf energy infrastructure.

@zerohedge Will this moratorium actually prevent influence from crypto donors or just delay it

UK Lawmakers Seek Moratorium On Crypto Donations To Political Parties zerohedge.com/crypto/uk-lawm…

@WatcherGuru Is this a short-term dip or the start of a larger correction

JUST IN: Bitcoin falls under $70,000

@zerohedge Tech, crypto, and financial markets clearly accelerated wealth concentration faster than ever

2020s: The Billionaires' Decade? zerohedge.com/personal-finan…

@scottmelker Is this messaging confusion or a deliberate attempt to keep options open

So to summarize. The President says we won the war, are winning the war, will win the war if other countries help but that we also need no help to win the war that we already won. You also can’t call it a war because it is an “operation.” And we are at war to destroy nuclear capabilities that were totally destroyed last year but also to force regime change to an unknown leader who “could be worse.”

@rawsalerts Did the court provide reasoning for the jail sentence and felony charge

🚨#BREAKING: A 30 year old New Jersey man who’s been identified as Franklin Ziegler has been sentenced to 8 months in jail and faces third-degree felony After he decapitated a seagull that tried to steal French fry from daughter

@dom_lucre What will happen to the dogs that were taken and the legal consequences for the activists

🔥🚨BREAKING: More than 50 activists broke into a beagle breeding facility outside Madison on March 15, taking 23 dogs to an undisclosed location. More than 20 people were arrested.

@DeItaone When geopolitics drives prices, markets can stay irrational longer than expected

OIL FUTURES EXTEND GAINS IN POST-SETTLEMENT TRADE AS IRAN LAUNCHES ATTACKS ON MIDDLE EASTERN ENERGY INFRASTRUCTURE; BRENT FUTURES LAST UP 7.7%, WTI UP 4%

@IncomeSharks How reliable is this historical VIX pattern in predicting the next day’s market moves

$VIX - Historically an all green day is usually followed by a red day. Most likely scenario is red futures, and stocks green tomorrow and VIX red.

@zerohedge What would determine whether this energy shock becomes a major economic hit or not

*POWELL: ENERGY SHOCK MAY OR MAY NOT MAKE BIG IMPRINT ON ECONOMY

@WarMonitor3 Do you think this would deter Iran or trigger a much wider conflict

Trump has not decided yet whether he wants to send US special forces into Iran to seize Iranian nuclear material in a highly risky mission-CBS

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