Iran Oil License Expires August 21 Absent A Renewal
X reads General License X as surrender or a secret deal; the OFAC page granting it sets its own expiry, August 21, 2026, after which the lane closes unless Treasury renews it.
Economy
EIA Flags Hormuz AIS Data As Unreliable Since February
X reads dark AIS tracks as a blockade; EIA says its own Hormuz AIS data has been unreliable since February and fills the gap with other analysis, a tracking problem rather than a closure.
Texas Senate Bill 6 Writes The Large-Load Interconnection Rule
X reads data-center gigawatt totals as an AI boom or a coming blackout; Texas already legislated the interconnection, operation, and cost rules for large loads in Senate Bill 6.