I'm going to be honest with you — sending this makes me nervous. We traveled
into the Utah desert to film what we thought was the dying breath of American
energy.



<[link removed]>



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



I'm going to be honest with you — sending this makes me nervous.

We traveled into the Utah desert to film what we thought was the dying breath
of American energy.

<[link removed]>
What our cameras caught on the other side of that site is something we've
been legally discouraged from describing in writing.

Three separate people told us not to publish this footage.

We're publishing it anyway — because what's coming out of that ground could
represent thelargest economic revival this country has seen in a century, and
the people who stand to lose the most from that are counting on you never
finding out.

Click to learn more
<[link removed]>
 

 

Iran’s Military Said It Reached a Revenue-Sharing Agreement With Oman on the
Strait of Hormuz — the Most Concrete Step Toward a Functioning Arrangement
Since the War Began. But Tehran Cautioned That Reopening Requires More Than an
Oman Deal: It Still Demands US Concessions.


The diplomatic track has produced its first concrete result: Iran’s military
said it reached a revenue-sharing agreement with Oman on the Strait of Hormuz,
moving the Iran-Oman initiative from the “temporary joint maritime corridor”
talks of days ago to an actual accord over each country’s share of the strait’s
waters and related revenues.The progression from discussion to agreement in a
matter of days is a genuinely meaningful development — the most concrete step
toward a functioning Hormuz arrangement since the conflict began, and it has
helped drive oil sharply lower.


The agreement’s substance is notable, but so is the critical caveat Tehran
immediately attached. The accord reportedly settles how Iran and Oman would
divide the strait’s waters and the revenues from managing transit — the
commercial and territorial architecture of a shared corridor.Yet Iran cautioned
that reopening the crucial waterway would require more than an agreement with
Oman: Tehran continues to insist that full reopening depends on Washington
meeting its conditions, including easing sanctions and paying war reparations,
which means the Iran-Oman accord is a necessary but not sufficient step toward
actual normalization. This is the crucial distinction for the market to parse:
the agreement demonstrates that the mechanics of a reopening are being
assembled and that Iran is engaging constructively on the logistics, but the
political precondition — US concessions — remains unmet, and a further question
hangs over whether Washington would even accept an arrangement that excludes
the US. The accord is thus simultaneously a real advance and a reminder of how
far remains to go: the plumbing is being built, but the political valve that
would actually open the flow is still controlled by the unresolved US-Iran
standoff.


For the investor, the Iran-Oman revenue-sharing agreement is a meaningful
de-escalation signal that reinforces the downside risk to oil, tempered by the
significant caveat that reopening still hinges on US-Iran terms. The market’s
reaction — oil extending its decline — reflects the judgment that the agreement
moves the situation closer to a partial reopening, raising the probability of
the CBA downside scenario in which restored flows revive oversupply
expectations. The practical read is that the accord strengthens the case
against chasing energy exposure and for expecting further downside if the
political preconditions begin to soften, while recognizing that Iran’s
insistence on US concessions means the reopening is not imminent and the
premium will not fully deflate until that political gap closes.The disciplined
approach is to treat the Iran-Oman agreement as a genuine step toward
de-escalation that justifies the oil decline and the cautious energy posture,
while watching the US-Iran political track — the sanctions relief and
reparations question — as the true determinant of whether the corridor becomes
a functioning reopening or remains an agreement on paper. The mechanics are
advancing; the politics are the gate.


 

Sources — Bloomberg, August 27, 2026 · Trading Economics, August 26, 2026 ·
Bloomberg, August 25, 2026


 



EPISODE 415
America's Bitcoin Strategy and
Trump's First 100 Days


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