We know what’s coming and we are prepared.
Why would the USA bomb Iran?
Yesterday, Gen. Anthony Cotton, head of U.S. Strategic Command, told the Senate that Tehran reduced 'breakout time' period needed to enrich enough uranium for one bomb, from 10-15 days to 'presumably less than one week'
In late June of '24, according to the IAEA, Iran began placing 135 new centrifuges online. The IAEA concluded that once complete, Iran could build several nuclear weapons in less than 1 month.
In Feb of '25, the IAEA published a new report detailing two locations where the presence of anthropogenic (human-altered) uranium was detected. Iran had not disclosed to the IAEA those two locations, and has unaccounted for uranium. This would mean Iran is not in compliance with the NPT.
All of those combined with their threats to attack Israel and the United States make a pretty strong case for bombing them back to the stone age.
🌆 Market News Digest
[July 3, 2026 EST]
🔥 Top Stories
• Middle East risk flares — IDF hits Hezbollah sites in south Lebanon; Houthis threaten Saudi assets; France deploys naval/mine-countermeasure assets near Hormuz.
• U.S. oil market scrutiny — DOJ/FTC say they’re monitoring crude for price-fixing/collusion as Brent settles at $72.12/bbl.
• Trump pardons saga — Trump signs pardons for six and faces fresh scrutiny after NBC reported undisclosed stock purchases before tariff pause.
⛽ Oil & Energy
• Gulf crude exports topped 10M bpd in June but remain ~40% below pre-conflict levels; Fitch flags ongoing Iran/Mideast risk to corporates and oil forecasts.
• CMA CGM warns Hormuz transit charges would be “devastating”; Airbus says defense cooperation remains pressured.
📊 Markets & Macro
• Germany’s 2027 draft budget lifts borrowing to €203.7B and spending to €555.4B; euro equities firm with DAX +0.85%.
• ECB/BoE message: inflation still the focus, but Bailey says UK ...
