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The Fat Pipe Aug 24th, 2026: It’s Iranian Sanction Day, The Continuing Oil Crisis, Bessent Scrambles, & Grab Bag

I scour the news so you don't have to. Here's what's important to know that's transpired since last Friday...

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DW NOTE

The US is about to impose secondary sanctions on China while the Strait of Hormuz remains blockaded and 2,000 ships sit stranded in the Gulf. Treasury Secretary Bessent is threatening the dollar payment system at the exact moment American force projection has physically severed 30% of global oil flows for 133 consecutive days. You cannot simultaneously weaponise both the currency and the chokepoint — one of them breaks.

Read the full story at Peak Prosperity →

Hedge Funds Pile Into Fuels as U.S. Supply Squeeze Deepens

For the first four months of the war between the United States and Israel and Iran, oil traders remained largely bearish. The overwhelming expectation was that the war would end soon—even as July rolled around—and oil flows out of Hormuz would recover. Instead, the world is slipping into a fuel shor

The Fat Pipe Aug 24th, 2026: It’s Iranian Sanction Day, The Continuing Oil Crisis, Bessent Scrambles, & Grab Bag

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Hedge Funds Pile Into Fuels as U.S. Supply Squeeze Deepens

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