They dragged the CEO into a hearing room and called his profits criminal. The
cameras rolled. The speeches were loud. Then the session ended — and six of
them quietly bought the stock.



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What Congress does AFTER the cameras turn off → CLick here
<[link removed]>

Сⅼіϲkhеrе and I'll reveal the shocking details. <[link removed]>



They dragged the CEO into a hearing room and called his profits criminal.

The cameras rolled. The speeches were loud.

Then the session ended — and six of them quietly bought the stock.

The Pentagon ran an audit. Called the margins unconscionable. Wrote a
scathing report nobody was supposed to read.

Then kept writing the checks anyway.

Because there is no alternative. There never was.

Washington's been collecting dividends from a company they publicly despise —
and they've been doing it for a decade.

The next check drops this fall.

Get in before Congress does
<[link removed]>



Сⅼіϲkhеrе and I'll reveal the shocking details. <[link removed]>

 


Today's Market Update For You
Brent Crude Falls 3% to Near $89 on Iran Diplomacy Signals — But the Strait of
Hormuz Remains Effectively Shut, Removing an Estimated8 Million Barrels Per Day
From Global Supply
Brent crude fell roughly 3% to approximately $89.50 per barrel, extending a
prior session's2.4% decline, as diplomatic signals from Pakistan's army chief
visit to Tehran and reports of a potential sanctions relief framework between
the US and Iran reduced near-term escalation fears — even though the physical
supply disruption from the Hormuz conflict remains largely unresolved, with the
US Energy Information Administration projecting that Middle East production
will not return to pre-conflict levels until early2027.

The mechanism here is one of perception pricing against physical reality: oil
markets have repeatedly sold the rumor of a Hormuz deal before any cargo flows
actually normalize, compressing prices temporarily on diplomatic headlines
rather than on verified supply restoration. The EIA estimates the conflict has
effectively removed approximately8 million barrels per day from the roughly 20
million barrels that previously transited the strait — a supply shock of
historic magnitude that would, in a market pricing only physical fundamentals,
command prices well above the wartime peak above$110 per barrel seen in May.
That the market has since retreated to the upper$80s reflects how aggressively
traders front-run deal scenarios, repeatedly pricing in partial normalization
of flows that has not yet materialized at the cargo level.
Hormuz Disruption — Supply and Price Context


Current Brent~$89.50Down ~3% on Iran diplomacy signals; well below May peak of
$110+
Supply Removed~8M bpdEstimated barrels removed daily from prior 20M bpd Hormuz
flow

EIA 2026 Brent Avg$87EIA full-year 2026 average forecast; supply normalization
seen in early 2027
CBA Price Range$70–100CBA's H2 2026 range; lower end requires 50-60% Hormuz
flow recovery
Diplomacy vs. Physical Reality — The Pricing Gap

What Markets Price What the Physical Market Shows

Diplomacy headlines trigger near-term deal expectationsNo verified cargo
normalization; Hormuz still effectively closed
Brent has pulled back ~$21 from May peakSupply shortage remains near
historically unprecedented scale
Partial Hormuz recovery (50-60%) priced in by some desksGlobal diesel market
remains very tight; Russian refinery attacks compound strain
Rising Chinese crude imports (recovery in July, acceleration in August)Iran-US
deal fails to materialize and rhetoric re-escalates — not priced
Markets have repeatedly priced deal scenarios before physical flows recover —
creating a structural downside risk when diplomatic momentum stalls.
The Hormuz disruption is the largest single supply shock in oil market
history by the EIA's assessment, and the trajectory of sanctions relief — not
the headline diplomatic visits — will determine whether physical flows recover
on any timeline approximating the market's current pricing. Treasury Secretary
Scott Bessent's framing of a deadline for countries trading with Tehran to wind
down links rather than an immediate hard ban suggests Washington is managing
escalation speed, but that moderation has a limit: China, Iran's primary crude
buyer, faces an inherent conflict between its commercial relationships and US
secondary sanctions pressure that has no clean resolution and continues to
complicate any durable Hormuz reopening framework.

Sources: CNBC · Al Jazeera · Trading Economics · EIA


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