We know what’s coming and we are prepared.
🇮🇷🚫🚢 My analysis of the Strait of Hormuz over the last 24 hours.
If the tankers use the Iran route, they are dominantly Iran-related. If the tankers use the Oman route, they are not, and never sanctioned.
I have heard from ship owners that most tankers cannot use the Iran route because the EU has not lifted sanctions on IRGC. Using the Iran route would risk sanctions, making the Oman route the only viable option.
With more conflict going on between IRGC and the US, the visible AIS data on Oman's tanker route is going to go dark again, which means Iran will have to keep escalating in order to completely halt flows.
For the US, the fact that the Oman route might be blocked presents it with a big ultimatum: either the US escalates or gives IRGC control of the Strait of Hormuz. Logic says there's no way that would happen, so escalation will continue.
Given that Trump has made it obvious that he does not want to escalate, I fear that the IRGC would just keep escalating until they gain control.
This issue is far from over.
🔗 @HFI_Research
🇺🇸🇮🇷⚡️- “U.S. Central Command (CENTCOM) completed another round of strikes against Iran at 9 p.m. ET, July 20.
U.S. forces struck Iranian military command centers, maritime capabilities, missile and drone launch sites, and air defense systems to degrade Iran's ability to continue attacking commercial vessels flowing through the Strait of Hormuz.
Commercial vessel transits through the vital international maritime corridor continue. Since early May, CENTCOM forces have helped facilitate the transit of approximately 900 commercial vessels and 450 million barrels of crude oil.
American forces remain postured and prepared to hold Iran accountable for unwarranted aggression toward civilian mariners seeking to freely and openly transit the strait.” - U.S. Central Command.
“This is insane!” — A new vaccine is on the market called VAXELIS lt has 6 VACCINES in ONE SHOT for 6-WEEK-OLD BABIES...6 Infants Died In Trials.
How can this be allowed to happen ?
Dr. Jeff Barke
Mike
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🌆 Market News Digest
[2026-07-19 17:00–2026-07-20 16:30 EST]
🔥 Top Stories
• U.S.-Iran conflict escalates — fresh U.S. strikes, Iranian retaliation, and talks/ceasefire chatter keep markets on edge
• Oil surges on Hormuz risk — Brent topped $90 intraday, WTI near $83, with tanker incidents and Saudi/Hormuz shipping threats
• Trump escalates pressure on Iran — says Iran will “pay” for U.S. deaths; U.S. adds aircraft and signals next campaign phase
• Canada CPI cools — headline CPI eased to 2.8% y/y, supporting easier BoC path and denting CAD
• UK government reset — Starmer resigned; Burnham took over with a reshuffled cabinet, pledging fiscal rules but more flexibility
⛽ Oil & Energy
• Tankers hit / shipping disrupted — fires, explosions and drone threats in Strait of Hormuz, Bahrain, Kuwait and off Oman
• Chevron shuts Petronius output — Gulf platform shut-in as storm risk adds to energy supply worries
• CPC oil loadings suspended — attacks on tankers halt Kazakhstan ...
⛽️ While the price of crude oil is still below the prices seen during the peak of the 3rd Gulf War fighting, diesel prices on the other hand are surging and surpassed their peak in May.
Diesel is the most important fuel for the global economy, widely used in agriculture to fuel tractors and combine-harvesters.
@CIG_telegram
