Iran Oil License Leaves Buyers To Name The Bank And The Cargo
X calls the Iran oil license surrender, trick, or secret deal; to the refiners who lift the barrels it is a dated lane needing a named bank, cargo, and date.
Economy
Hormuz Traffic Turns On Crew Safety, Not An Insurance Shortage
X says insurers fled and the strait is blockaded; the Lloyd's market says war cover is still available and ships wait because masters judge the risk to crews too high.
ERCOT's Large-Load Queue Counts Requests, Not Commitments
X reads ERCOT's gigawatts of data-center requests as an AI boom or a coming blackout; the queue is a request list, and ERCOT's integration process decides what is real.