Ein Anzeichen dafür, dass dieser Konflikt länger dauern und die Weltwirtschaft stärker treffen wird. Bisher hat der #Ölpreis verhalten reagiert, noch mehr solche Angriffe und er wird tatsächlich in Richtung 100$ steigen.
Ein hoher Ölpreis befeuert die #Inflation und damit schränkt er den Spielraum der Zentralbanken ein, die Zinsen zu senken. Trumps gesamte Wirtschaftspolitik für die kommenden Monate aber geht von fallenden Zinsen aus. Kann sein, dass Trump das Risiko kennt und bewusst eingeht. Kann auch sein, dass er sich völlig verschätzt.
#Midterms #Fed #Iran #Aramco #Rastanura
Der TE-Börsenwecker: @PhilippMattheis berichtet heute über die ersten Reaktionen an den asiatischen Börsen auf die Militäroperation im Iran und welche Chancen sich jetzt für Anleger ergeben.
https://www.tichyseinblick.de/podcast/tichys-boersenwecker-am-2-maerz-2026/
🇮🇷Former Iranian President Ahmadinejad is alive: Adviser
A close aide of former Iranian President Mahmoud Ahmadinejad confirmed to Anadolu on Sunday that he is alive and unharmed after joint US-Israeli attacks targeted Iran's senior leadership and military infrastructure. The aide, who spoke anonymously, stated, “I am in touch with him. All is good,” adding that a building linked to Ahmadinejad’s security detail was struck, resulting in the deaths of three of his bodyguards, who were members of the IRGC. However, his residence, located 100 meters away, was unaffected and not targeted. Earlier reports had mistakenly claimed Ahmadinejad was killed in the airstrike.
(https://mktnews.com/flashDetail.html?id=019cacb3-53fc-7ddd-9071-9a1b9d597dee)
Bin mir nicht sicher, ob es den USA langfristig nützt, nur zum Schein zu verhandeln. Die Glaubwürdigkeit in anderen potenziellen Konflikten sinkt damit, Verhandlungslösungen werden immer schwieriger.
BREAKING: Oil prices officially drop back below $70/barrel, now up just +3.5% on the day.
Oil markets have now erased nearly 70% of their opening move higher.
This is NOT World War 3. Ignore the noise.
To everyone calling for World War 3:
This is NOT a futures open that is anywhere near WW3.
In fact, oil prices have already erased nearly half of their opening gap higher and the S&P 500 is down less than 1%.
Gold is up a mere 2% and Bitcoin is now positive on the day.
Don’t panic. The dust will settle.
Ölpreis steigt zur Eröffnung um 13% auf 82 Dollar das Barrel.
BREAKING: Oil prices surge nearly +12%, to $75/barrel, as US stock market futures officially reopen.
Goldman Sachs on an "energy price shock" following the start of Operation Epic Fury:
You are freaking out too much.
#Stocks tend to do well after the wars breakout.
#Iran
#Trump
How can the Strait of Hormuz be "closed?"
As many have pointed out, no country “owns” the Strait of Hormuz, it's an international waterway governed by international law.
But, it can still be effectively closed.
Ships traveling through the Strait of Hormuz purchase war-risk insurance, which protects the shipping companies from the costs of being attacked.
If insurers refuse coverage and ships stop sailing, oil flows effectively stop even if the waterway technically remains "open."
We've already seen two vessels targeted near the Strait of Hormuz today, with insurance costs skyrocketing.
Currently, war-risk premiums are rising by 50%+ amid the war between Iran, Israel, and the US.
Insurance costs for a $100M oil tanker have jumped from ~$250,000 to ~$375,000 per voyage.
Keep watching insurance costs.
Tja, auf dem @MUC_Airport hätte man die Leute im Flugzeug sitzen gelassen. "Sorry, können bei den Raketenalarm leider nicht Bus fahren."
COLUMN: Iran can still weaponize oil, but for now energy prices aren't heading to crushing "shock" levels à la 1970s crisis, 1990-91 Kuwait invasion or, more recently, 2022 Russia-Ukraine war.
Brent is heading to $80-plus — but not to >$150.
@Opinion
https://www.bloomberg.com/opinion/articles/2026-03-01/iran-strikes-oil-prices-will-get-nasty-but-historic-shock-is-unlikely?utm_source=website&utm_medium=share&utm_campaign=twitter
Current situation at the Strait of Hormuz:
1. A vessel off the coast of Oman has been attacked
2. At least 250 ships have dropped anchors across the Middle East Gulf and coasts of Oman/UAE
3. War risk insurers have submitted cancellation notices for policies on ships in the Strait of Hormuz
4. Maersk is now suspending all shipments through the Strait of Hormuz
5. Brent oil prices are trading up +10% over the counter
6. Regional leaders warn US that $100/barrel oil is a “clear and present danger”
Insurance costs in the Strait of Hormuz are skyrocketing.
BRENT OIL PRICES TRADE UP 8-10% AROUND $80/BARREL OVER THE COUNTER AT 1100 GMT ON SUNDAY, 2 TRADING SOURCES SAY
Krieg und Öl, Gold und #Bitcoin. Von Philipp Mattheis @PhilippMattheis https://open.substack.com/pub/blingbling/p/krieg-und-ol-gold-und-bitcoin?r=dq4uq&utm_medium=ios
RT @JavierBlas: BREAKING: Oman says a *small* oil products tanker was hit about five nautical miles from its coast. The tanker is the Skyli…
Can’t fly over Russia. Now can’t fly via the Gulf. Getting tricky to get to Asia.
Was der Krieg gegen das iranische Regime auch zeigt: Die Überlegenheit von X gegenüber der Qualitätsjournaille ist frappierend.
🔻 MARCH 1. THE FILES JUST DROPPED. AND NAMES ARE FALLING.
March 1, 2026. 6:00 AM.
Bondi kept her promise.
The DOJ just released 1,247 pages of Epstein operational files. Not the names you already know. Not the redacted depositions.
The machine behind the monster.
⚡ THE ROUTES
14 private flight corridors used between 2001 and 2018. Not just to the island.
— New York → Zorro Ranch, New Mexico. 193 flights.
— Teterboro → a private airstrip in the Dominican Republic that doesn’t exist on any FAA registry.
— Paris Le Bourget → a military base in Morocco officially “decommissioned” in 2004. It wasn’t.
— Palm Beach → a yacht dock in Montenegro. Passengers transferred to a vessel registered to a shell company in the Isle of Man.
These weren’t vacations. These were supply chains.
⚡ THE PAYMENTS
$2.1 billion through 14 shell companies across 7 countries.
— Deutsche Bank processed $487 million flagged as “consulting fees.” The compliance officer filed 3 reports. All 3 deleted.
— JPMorgan received $158 million from Epstein-linked accounts — after his 2008 conviction.
— A Cayman Islands trust called “Butterfly Foundation” distributed $340 million to 29 recipients.
The 29 names include 3 sitting US senators, 2 former cabinet secretaries, and the CEO of a Fortune 50 company.
🔻 THE VIDEO LOGS
Epstein’s properties had 67 hidden cameras running 24/7. In clocks. Smoke detectors. Bathroom mirrors.
3,412 hours of footage exist.
The FBI seized it in 2019. Comey’s daughter was assigned as lead prosecutor. She had the tapes.
Zero indictments followed.
Bondi’s team recovered backup copies from three locations:
— Swiss Alps bunker (raided Feb 14)
— Tel Aviv server (seized Feb 21)
— Tehran facility (secured by US military, Feb 28)
All three copies now in DOJ custody. All three match.
⚡ THE FIRST 6 HOURS
— A senator whose name appears on 11 flight manifests issued a denial through his lawyer.
— A Hollywood studio head deleted all social media at 4:17 AM.
— A tech CEO cancelled his Barcelona appearance. His jet filed a flight plan to New Zealand.
Running to bunkers. Just like we told you yesterday.
🔻 WHAT HAPPENS NEXT
March 7 — Bondi presents FULL unredacted evidence to a federal grand jury. First time in history.
March 15 — Military tribunal authority activates for civilian cases. Executive Order 14189. 60-day window closes.
The names. The routes. The payments. The tapes.
Everything they spent 25 years hiding is now in the hands of the American people.
Trump said it: “The storm is here.”
He wasn’t speaking in metaphors.
⟁ The next drop will be DEVASTATING. Stay ready.
"In Germany, the highest form of recognition is envy.“
Current developments as of this post:
- Sirens are going off in Tel Aviv, Israel amid missile warnings.
- Iranian missile hits Dubai International Airport
- New reports of explosions in Doha and Bahrain
I tell you this: if they don’t stabilize Iran within a few weeks 70% of expats will leave Dubai
Sorry I have seen the same in Shanghai with Covid: 70% of foreigners left and never came back
BREAKING: Iran officially confirms Supreme Leader Khamenei is dead.
Absolut richtig, was @E_Boeminghaus hier sagt: Nach Jahren miserabler Wirtschafts- und Energiepolitik zu behaupten, die Deutschen arbeiten zu wenig, ist arrogant und frech.
The Burj Al Arab, an iconic luxury five-star hotel in Dubai, is currently on fire after being struck by a one-way attack drone in the most recent wave of attacks by Iran against the United Arab Emirates.
This is catastrophic for a city like Dubai that’s supposed to be a safe haven.
They can’t sustain 2-3 weeks more like today while they wait for Iran to come to terms. They will demand that Trump end the war ASAP
BREAKING: Iran is telling vessels that they are closing the Strait of Hormuz, per Reuters.
Over 20% of global oil supply is potentially coming to a halt.
This is a solid strategic move by Iran.
This war is all about:
How long Iran can stand being bombarded
vs
How long can Trump justify the political costs of keeping the war going
This raises the costs for Trump enormously. Can he stomach keeping Dubai closed for 2-3 weeks?
How many Americans are stuck in Dubai right now?
seems to be one of these X-doomscrolling days...
Ein guter Tag, um daran zu erinnern, dass Staaten Kriege größtenteils aus monetärer Inflation finanzieren.
✌️
Pinned: in your inboxes:
Briefing #Iran
Welche Auswirkungen hat der Krieg auf den #Ölpreis, #Gold und #Bitcoin?
Welche geopolitischen Folgen hat der Angriff? Was bedeutet ein zerfallender Iran?
Wie reagieren #Russland und #China? Und warum könnten die USA und Israel sich ausgerechnet hier eine blutige Nase holen?
https://open.substack.com/pub/blingbling/p/briefing-iran?r=33api&utm_campaign=post&utm_medium=web
BREAKING: The US announces that tonight's strikes on Iran were a joint attack between the US and Israel, per WSJ.
Details include:
1. Explosions are being reported in Iran's capital, Tehran
2. Israeli media says several “assassination” strikes were carried out
3. Key government facilities are being targeting in Iran
4. At least two waves of attacks are currently being reported
5. Targets reportedly include intelligence headquarters and the presidential palace
The US and Israel now appear to be at war with Iran for the second time in 8 months.