Hormuz Shipments Rise While PGSA Permit Risk Survives
Traffic is rising through Hormuz, but permit language and sanctions risk keep ordinary passage from being proved.
Economy
Treasury Updates Venezuela Licenses, Not Iran Oil Waivers
MSM quotes waiver talk; compliance readers need the posting, and Treasury's visible pages still do not show a new Iran waiver.
Maryland AI Refund Docket Finds FERC, Not Ratepayer Filing
MSM has FERC's national large-load clock while X sees AI bill shock; Maryland still needs a local ratepayer filing.
Gas Price Relief Still Carries Hormuz War Costs
MSM sees shipments returning while X doubts the peace dividend; OFAC keeps Hormuz costs in the fine print.