Your signal. Your price.
The memorandum grants Iran and Oman joint control over shipping through the Strait of Hormuz, a shift Carlson frames as a surrender of US power over a fifth of global oil and gas flows.
Wang's base case is no hikes this year, citing disinflationary tailwinds from falling energy prices and potential equity market corrections.
Goldman Sachs projects US data center power demand will hit 66 gigawatts in 2027, more than double 2025 levels.
US data center electricity consumption could reach 400-600 terawatt hours by 2030.
Mark Campanale claims that in the last year, private capital deployed more money into expanding clean energy than into supporting the fossil fuel economy.
Mark Spencer notes the UK had its first day without coal-fired electricity on April 21st, driven by regulation against acid rain, market liberalization introducing gas, and NGO pressure for a formal phase-out.
Mark Spencer says renewable energy provided 50% of UK electricity last week, a rise from 2% twenty years ago, driven by policy in Germany, China, and the UK and social movements.
Mark Spencer claims shareholder resolutions led by BlackRock and Vanguard prompted 62% of Exxon shareholders to call for the company to accept the fossil fuel industry's decline.
Mark Campanale says 40-50% of fossil fuels actively traded in the market are backed by private investors and banks, making them a key leverage point.
Even if the Iran war deal holds, the economic fallout will persist for months because shipping insurance is tenuous, global oil stockpiles are depleted, and supply chains were redirected.
US Strategic Petroleum Reserve levels are at their lowest since the 1980s, and Gulf countries cut nearly 15% of global oil supply this spring.
The war accelerated EV adoption globally as countries sought energy independence, benefiting Chinese manufacturers like BYD who developed flash charging capable of 10-70% charge in five minutes.
Iran could cripple GCC nations by attacking desalination plants, which supply 60% of their water, and disrupt food imports by closing the Strait of Hormuz, which supplies 90% of GCC food.
Nathan Fitzsimmons argues closing the Strait of Hormuz would cut 450 million barrels of oil per month, exceeding the entire US Strategic Petroleum Reserve, causing a historic supply shock.
LNG shipping rates surged 650% from $40,000 to $300,000 per day due to Middle East tensions, signaling rising energy costs will drive inflation across all goods.
Nathan Fitzsimmons speculates the US military operation in Venezuela secured oil resources and denied China access, providing a strategic reserve ahead of the Iran conflict.
WTI oil fell below $80 after the Iran deal announcement, trading at $78.74.
President Trump announced a US-Iran peace deal signed June 19, lifting the naval blockade and reopening the Strait of Hormuz, causing crude oil to fall to $80 a barrel and global equity markets to rise.
Oil prices fell sharply on the Iran deal news: West Texas Intermediate dropped over 5% to $80.05, Brent fell 7.5% to $76.81, and gasoline declined 2.8% to just under $3 a barrel.
He forecasts a new Bitcoin mining paradigm where ASICs run longer, miners co-locate with energy production, and volatile fee markets emerge driven by solar power cycles.
Jamie McAvity observes a policy reversal from pro-renewables to pro-nuclear and natural gas, driven by AI data center demand and national security concerns.
McAvity cites Texas as a model for cheap energy and growth, noting ERCOT has 350 gigawatts of power projects queued on a 85 gigawatt system.
Karlstrom says reopening the Strait requires Iran removing mines; about 60 laden oil tankers stranded in the Gulf could exit quickly, providing short-term price relief.
The Strait’s closure by Iran, a wartime measure, became an economic weapon causing the largest energy disruption in modern history and spiking US gas prices.
Tyler Pager warns unreopened Strait and gas prices exceeding $5 a gallon pose electoral danger for Republicans in competitive midterms, driving urgent pressure on Trump.
Peter Saint Onge warns the Federal Reserve risks killing economic growth by hiking rates to combat inflation driven by oil prices and a booming job market.
Adam Curry presents Fox Business analyst Phil Flynn's claim that the Trump administration covertly moved millions of barrels of oil nightly from the Strait of Hormuz to prevent prices spiking to $250.
Chamath notes AI's economics differ from the internet because each marginal user has a real compute and energy cost, unlike the near-zero cost of an incremental social media user, which justifies public leverage over AI infrastructure.
May's CPI came in at 4.2% year-over-year, the highest since April 2020, and PPI hit 6.5%, the highest since late 2022, driven by energy costs from the Iran war and excessive government spending.
Samo Burja argues AI's demand for energy, chips, and materials will require industrial revolutions across steel, mirrors, natural gas, and construction, effectively reigniting a global industrial revolution.