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The Kobeissi Letter
The Kobeissi Letter|Feb 28, 2026 18:44
The Strait of Hormuz situation: Reuters is now reporting that Iran is notifying vessels that it is CLOSING the Strait of Hormuz. If officially closed, 20+ MILLION barrels of oil PER DAY will be impacted, or 20% of global supply. What's next? Let us explain. (a thread) (The Kobeissi Letter)
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Mar 30, 16:06The House held a pro forma session and did not pass the DHS funding bill.
Mar 30, 15:55Trump says he will respond to the Iran attack soon

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