🚨IRAN'S LEADER MOJTABA KHAMENEI: ALL US BASES SHOULD IMMEDIATELY BE CLOSED IN THE REGION AND THOSE BASES WILL BE ATTACKED
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KHAMENEI: STRAIT OF HORMUZ SHOULD STAY CLOSED
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🚨 IRAN’S KHAMENEI SAYS IRAN WILL SEEK COMPENSATION FROM ENEMIES OR DESTROY THEIR ASSETS ACCORDINGLY
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HALF OF GLOBAL LNG TANKERS STRANDED IN THE GULF

About 20 LNG carriers — nearly half the global charter fleet — are stuck in the Persian Gulf, as conflict restricts passage through the Strait of Hormuz, according to ship brokers.

Around 20% of global LNG exports come from Gulf
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U.S. STOCKS EXTEND FALL, NASDAQ DOWN 1.00 PCT
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🚨🚨 KHAMENEI: STUDIES HAVE BEEN MADE OF OPENING OTHER FRONTS
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🚨 KHAMENEI: OTHER FRONTS WILL BE ACTIVATED IF WAR PERSISTS
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S&P 500, NASDAQ 100 EXTEND DROP TO SESSION LOWS; BOTH DOWN 1%
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TWO DRONES TARGET AN IRAQI ARMY HEADQUARTERS EAST OF MOSUL - SECURITY SOURCES
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RECESSION RISK RISES AS OIL SURGES

Kalshi traders now see a 31% chance of a U.S. recession in 2026, up ~11 points amid oil volatility.

Goldman Sachs flags oil as the top risk from the Iran conflict: each sustained 10% price rise adds ~0.2pp to inflation and cuts GDP growth https://t.co/0XW3oRwoBw
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IRAN SUPREME LEADER SAYS VENGEANCE IS PRIORITY 'UNTIL FULLY ACHIEVED'
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UK GOVERNMENT: TAKEN THE PRECAUTIONARY MEASURE TO TEMPORARILY WITHDRAW SOME OF ITS STAFF FROM IRAQ
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CITI RAISES OIL FORECASTS AMID IRAN CONFLICT

Citi Research lifts Brent forecasts to $75 (Q1), $78 (Q2), $68 (Q3), up from $73, $70, and $62. Near-term prices could range $80–$100 per barrel.

Analyst Eric Lee says de-escalation is expected once U.S./Israel objectives are met,
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WRIGHT: RELEASE OF RESERVE OIL IS IN PART ABOUT ENSURING NEAR-TERM SUPPLY OF OIL IN ASIA
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🚨 WRIGHT: TRUMP IS CONCERNED ABOUT RISING ENERGY PRICES DURING THIS SHORT-TERM PERIOD
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WRIGHT: U.S. HAS 415 MILLION BARRELS OF OIL IN STORAGE RIGHT NOW
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WRIGHT: U.S. PLANS TO HAVE MORE BARRELS OF OIL IN STRATEGIC RESERVE A YEAR FROM NOW DESPITE RELEASE
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WRIGHT: TAKE FULL OWNERSHIP OF ERRONEOUS X POST

WRIGHT: I WILL PERSONALLY APPROVE FUTURE POSTS SO IT DOES NOT HAPPEN AGAIN
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🚨 COMMANDER OF IRAN'S IRGC NAVY ON X: IN RESPONSE TO THE SUPREME LEADER 'WE WILL DELIVER THE MOST SEVERE BLOWS TO THE AGGRESSOR ENEMY BY MAINTAINING THE STRATEGY OF KEEPING THE STRAIT OF HORMUZ CLOSED'
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*CHINA, CUBA AGREE TO BOOST BILATERAL TIES: CCTV
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$TSLA $LCID - LUCID EXEC SAYS ROBOTAXI “RAPID SCALING” EXPECTED IN NEXT 2-5 YEARS
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