Tuesday, September 1, 2026

Sal on conflicting reports about what is happening in the Strait of Hormuz

 #Iran #StraitOfHormuz #Houthis #Saudis


How much oil is moving?


Who is hitting whom?


Channels?


Mine clearance?


Who is paying what?


Who is betting on how long all this will last?


Impact of sanctions and choice about what to sanction?


Reserves on land vs at sea


Where to get data? 


Parsing US gummint speak


Who to follow for steady info.


We are NOT at prewar levels

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