Walter Bloomberg
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πŸ”ΈInternational Energy Agency may propose releasing 300–400 million barrels from reserves.

πŸ”ΈBrent crude still climbed above $90 despite the potential release.

πŸ”ΈG7 ministers will meet later to discuss a coordinated stockpile release.

πŸ”ΈMarkets turned volatile
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🚨 IRANIAN OFFICIAL TELLS REUTERS: SUPREME LEADER MOJTABA KHAMENEI WAS LIGHTLY INJURED BUT STILL CONTINUING TO OPERATE
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ANDURAND GAINS 6% AS OIL TURMOIL HITS HEDGE FUNDS

Oil trader Pierre Andurand made 6% last week as war-driven volatility rocked energy markets.

Brent crude jumped 19%, briefly nearing $120, before falling back near $91.

Here are returns for some hedge funds: https://t.co/WAIZwylE0R
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IRAN THREATENS OIL BLOCKADE IN STRAIT OF HORMUZ

β€œWe will not allow even a single liter of oil to pass through the Strait of Hormuz for the benefit of the US, the Zionist regime or their partners.”
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U.S. INTERIOR SECRETARY BURGUM: LOT OF OPTIONS TO ENSURE SHIPPING AND ENERGY IS OPEN -FOX NEWS INTERVIEW
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U.S. INTERIOR SECRETARY BURGUM ON OIL RESERVES: THESE ARE THE KINDS OF MOMENTS THESE RESERVES ARE USED FOR

U.S. INTERIOR SECRETARY BURGUM ON OIL RESERVES: PERFECT TIME TO THINK ABOUT RELEASES
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Spain is downgrading its diplomatic representation in Israel and will not return its ambassador to the country
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*US FEB. CONSUMER PRICES RISE 0.3% M/M; EST. +0.3%
*US FEB. CONSUMER PRICES RISE 2.4% Y/Y; EST. +2.4%

*US FEB. CORE CPI RISES 0.2% M/M; EST. +0.2%
*US FEB. CORE CPI RISES 2.5% Y/Y; EST. +2.5%
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RUSSIA SHARES DRONE WAR TACTICS WITH IRAN

Russia is providing Iran with advanced drone tactics developed during the war in Ukraine to help target the U.S. and Gulf states, according to a Western intelligence source. Shahed drone attacksβ€”often launched in coordinated waves and https://t.co/Rs3p1ig6H5
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πŸ‡―πŸ‡΅ JAPAN INDUSTRY MINISTRY SAYS TOTAL AMOUNT OF CRUDE OIL TO BE RELEASED BY JAPAN FROM BOTH PRIVATE AND STATE RESERVES WILL BE AROUND 80 MILLION BARRELS
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TRUMP WELCOMES IRAN TO U.S. WORLD CUP

President Donald Trump told FIFA that Iran is welcome to play in the World Cup in the U.S., officials say. The discussion with FIFA president Gianni Infantino and White House task force director Andrew Giuliani touched on the ongoing war,
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IRAN CONFLICT SHIFTS FED RATE CUT EXPECTATIONS

The Iran conflict and rising oil prices are reshaping expectations for U.S. monetary policy. Morgan Stanley says the Fed is now more likely to delay cuts or cut deeper than previously forecast.

Chief U.S. economist Michael Gapen https://t.co/Pi2S1L5kMS
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DIPLOMATIC ADVISOR TO UAE'S PRESIDENT: IRANIANS LYING WHEN THEY CLAIM ONLY ATTACKING U.S. BASES IN THE GULF, THEIR ATTACKS HIT CIVILIAN INFRASTRUCTURE
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SPOT SILVER FALLS OVER 3% TO $85.33/OZ
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ISRAEL SEES NO GUARANTEE OF IRANIAN UPRISING

Israel says there is no certainty Iran’s government will collapse despite the U.S.-led bombing campaign, a senior official told Reuters. Civilians remain fearful, and no uprising has emerged, even after the deaths of leaders including
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RECESSION ODDS FALL TO 28% AS EXPANSION HOLDS

Kalshi traders now see a 28% chance of a U.S. recession in 2026, down from recent highs of 34–36%. Wells Fargo says the expansion should continue, supported by services, demographics, and fiscal policy. A major, persistent oil shock https://t.co/Sy3mDtKxdd
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IRAN ATTACKS TWO SHIPS IN STRAIT OF HORMUZ

Iran’s Islamic Revolutionary Guard Corps said it attacked two vessels in the Strait of Hormuz after they ignored warnings.

The Thai-flagged bulk carrier Mayuree Naree and Liberian-flagged Express Rome were struck by Iranian fire, https://t.co/xtecYUPS6t
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JUST IN: Israeli intelligence assessment indicates Iran’s new supreme leader was wounded at the start of the war
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IRAN’S SHAHED DRONE PRODUCTION SLOWS BUT STOCKPILES REMAIN

Iran’s production of Shahed-136 drone has slowed due to U.S. and Israeli strikes, but existing stockpiles remain and new drones can be made using simple components. Over 2,100 Shaheds have been fired, damaging oil https://t.co/fFsuVYL9Uw
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πŸ‡―πŸ‡΅ JAPAN INDUSTRY MINISTRY SAYS PLAN TO RELEASE OIL FROM NATIONAL RESERVES FROM AROUND LATE MARCH
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HORMUZ TRAFFIC RISES AS IRAN-LINKED SHIPS MOVE

Shipping through the Strait of Hormuz remains mostly suspended, but vessel-tracking data shows a slight uptick in Iran- and China-linked traffic, including two sanctioned VLCCs fully loaded with crude.

Eight commercial transits https://t.co/rYqqO7mKXg
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