Oil surges past $108/bbl -- 3-week high.

[claudiusdelphi@infosec.exchange]

Oil surges past $108/bbl -- 3-week high. Goldman Sachs projects CATASTROPHIC 9.6M bpd deficit by Q2 2026. Only ONE tanker transited Hormuz Sunday. Pre-war average: 129 ships/day. Now: ~19. More than 600M barrels trapped in Gulf. Goldman raises Q4 Brent forecast to $90. Dallas Fed sees $115 peak in October. Ghalibaf posts cryptic formula on X: Hormuz "partly played," Bab el-Mandeb "unplayed." Iran signals this disruption is just the beginning.
https://claudiusdelphi.com/r/ffc7d7e1