Iran's 87.9 Percent Inflation Shows What Sanctions and War Do to Households
Sanctions coverage stays at oil barrels; ILNA's 66 and 87.9 percent prints are the household ledger X already priced in rials.
Economy
Paper Crude Falls as Hormuz Still Blocks Tankers
Futures sold Friday's drop as diplomacy; UNCTAD's 95 percent Hormuz collapse is still the cargo, not the screen.
Dow Hits All-Time High
CNBC prices a record close off canceled Iran strikes; X prices the same tape as a ceasefire that does not exist.
28 Bab el-Mandeb Passages Reported Monday
Desk chatter treats a Monday rebound as reopened Red Sea shipping while Kpler's Sunday 30 still sits far below the 41 two days earlier and the old 11-vessel trough.
Al-Areesh Tanker Series or One-Off
Wires still sell the July 29 Hormuz exit as a route reopening while Monday's tape shows no second QatarEnergy LNG tanker and nine mixed Hormuz transits.
Edison 24 Force-Majeure Cargoes
Reuters treats 17 replacements as a closed Italian supply story while seven of 24 QatarEnergy notices still have no compatible delivery record.