Gold And Silver Led The Current Run In Interest Rates; Diesel Shortage Hits Markets; Trump Calls UAE After Its Gold Transfer To Iran
An interesting pattern has been developing since 2018.
Jensen's Economic, Precious Metals, & Markets Newsletter
Economic Events, Precious Metals, Global Silver Squeeze, Political Events
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In Memoriam: The US Gold Dollar (Like It Or Not, It Will Be Forced Back And Soon)
On August 15, 1971, the Nixon Administration ‘temporarily’ closed the gold window defaulting on the foreign central banks’ ability to redeem US dollars for gold at the official rate of $35 /oz.
UAE Gold Movements To Iran; Is Bessent Forced To Speak?
Following-up on yesterday’s post that Iran will be moved to take Strait of Hormuz toll payments in gold ultimately migrating the Gulf region to gold payments for oil, aircraft have been observed flying from Abu Dhabi, UAE to Iran on August 11 and 12.
Iran Is Tracking Toward Gold Hormuz Toll & Oil Trade Settlement / Record Diesel Market Shortage
With global crude supplies to refineries truncated for the past 5 months, the world is becoming increasingly desperate for diesel fuel supply.
Continued Drop In US Weekly Supply From Crude Oil SPR - Access Issues?
The US draw of crude oil from its Strategic Petroleum Reserves (SPR) dropped during the week to July 24, 2026 to 3.8 million (M) barrels (bbl) down from a weekly peak of 9.9M bbl in May 2026.
US Oil & Fuel Supply To Market Is Constricting: Tipping Us Into Accelerating Economic & Financial Crisis
On July 11, 2026, this Substack noted that informed energy experts were stating that US Strategic Petroleum Reserve (SPR) stock levels of crude oil could not be drawn below 300 million (M) barrels (bbl) without damage to physical storage facilities.
US Strategic Petroleum Reserve Crude Oil Releases Decline Even As Diesel Shortages Intensify
Diesel Shortages Are Not The Road To Prosperity
Four Weeks Ago, Trump Said Oil Reserves Could Be 'Running Out' In Four Weeks Risking 'Bedlam'
Here We Are
Hard Stoppage Of US Strategic Oil Reserve Supply To Market Is Imminent: Former White House Chief Energy Advisor
President Trump: "We're going to knock the hell out of them" - Out Of Iran Or The US Population?
Signals That Fuel Shortages Will Drive The Next Wave Of US Fuel Price Increases
After the June 18, 2026 ‘Peace MOU’ between Iran and the US, over 150 million (M) barrels (bbl) of previously trapped crude oil surged out of the Persian Gulf by tanker onto the world market.