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Why the oil price?
Plus bonus charts for uber nerds.
Why the oil price?
Hamas re-arming
Arvin & Ali are reporting on positive news coming from Lebanon, Iraq, and occupied Iran. Unfortunately news from Gaza is alarming. At the same time Hamas is actively preventing Gaza reconstruction and executing its opponents, according to an IDF report, Hamas is producing explosive devices and missiles, rebuilding tunnels, and recruiting and training, getting ready for renewed conflict. Meanwhile Hamas' Red-Green supporters in the West will not hesitate to impede the progress made against the Islamic Republic. Report: IDF warns Hamas is readying to return to war; US opposes new Israeli offensive <https://www.timesofisrael.com/report-idf-warns-hamas-is-readying-to-return-to-war-us-opposes-new-israeli-offensive/> 29 June 2026, 11:44 am
Hormuz ship transits
US Omani cooperation continues. Traffic stabilised at 40% of pre conflict levels. A new normal?
Hormuz ship transits
Hormuz ship transits
Everybody goes dark. Very few transponder on transits. Big spike in dark and total transits. Sneaking through.
Hormuz ship transits
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