Sep. 16 at 3:45 AM
$BWET nothing summarizes better than what VP saiiid:
So the second phase is really interesting. Assuming the goal is that “they are not able to rebuild”. Well then, either VP thinks 🇮🇷 will just surrender or they will be met with overwhelming force (40,000 tons of 💣 currently being shipped to 🇮🇱 ). Either way, strait of bab el mandeb will be shut completely by Houthis shortly after 03NOV2026 (whether POTUS gets impeached or not). No 🚢 coming out of Hormuz the least.
$180+/barrel is what the world pays starting Nov2026. 87 will be over
$6, and 93 will be north of
$8 in Texas. Cali and NYC will see
$10+ for 87 at the pump. What is the price tgt for BWET then?
$1,250+