Permian Breakeven Is $65. Oil Is at $83. Do the Math.

The producers already know.

The Hormuz Tax Is Back. Here Is Who Collects It.

Iran fired on tankers again. WTI is climbing. The toll collectors are already in position.

The Hormuz Tax Is Now Permanent

Three more tankers turned back this week. Here is who collects the toll.

DAILY | Fri Jul 10 | Iran Attacked Three Ships Last Night. I'm Watching One Sector.

Trump killed the truce. Brent spiked to $78. One sector profits no matter who wins the straits.

Three Reactors. One Deadline. America Crossed the Line.

They hit the July 4 nuclear milestone on schedule. Here is who collects the toll when the grid runs on atoms.

Trump Called the Ceasefire Dead. Oil Is Up 7%.

Iran hit a naval base in Bahrain. The Strait of Hormuz is live again. Here's who collects the toll.

OPEC Just Flooded the Market. Heres the Real Play.

Oil Just Gave Back $30. Who Actually Won?

$29 Trillion Is Leaving the Dollar for Energy