Iran controls the Strait of Hormuz, while Iraq and Pakistan have both secured agreements for energy navigation.

Iraq and Pakistan have separately reached confidential agreements with Iran, securing permission for oil and LNG shipments through the Strait of Hormuz. Multiple countries are currently in line to negotiate transit rights.

Golden10 Data08:40

Rising Oil Prices and U.S. Bond Yields Heat Up 'NACHO Trade'

As the ceasefire negotiations between the United States and Iran have fallen into a deep deadlock, a new trading narrative is rapidly taking shape on Wall Street—"NACHO" (the Narrowing Assumption that the Channel will Hold Open). Markets are increasingly treating the blockade of the Strait as a 'normalized feature' of the macro environment, an expectation that is driving the continued diffusion of a set of combined trading strategies: going long on crude oil, shorting long-dated U.S. Treasuries, and increasing holdings in inflation-protected assets.

wallstreetcn09:22

Prices at the Pump Are Wiping Out Wage Gains -- WSJ

WSJ01:11

The 'crude oil futures' of the AI world are coming: CME announces the launch of a computing power futures market.

①The CME Group announced a partnership with Silicon Data to launch the world's first AI computing power futures market, currently pending regulatory review; ②The press release explained that computing power is regarded as a core resource for AI development, with demand continuously surging, yet the market lacks tools to hedge against price volatility.

cls.cn00:47

Analysts See Withdrawal in U.S. Crude Oil Stockpiles

WSJ00:07

Fed Funds Futures Turn More Hawkish After Hot CPI Report

Seeking AlphaMay 12 21:20