Long crude oil?
In the ancient tale, Samson is captured by the Philistines. Blinded, humiliated, paraded as a trophy, he understands one thing with absolute clarity: there is no escape. No redemption. No future in which he survives.
So he makes a final decision.
If he is going down, the temple is coming down with him.
He braces himself between the pillars, pulls with everything he has left, and collapses the entire structure-killing his enemies, and himself, in a single irreversible act.
History is full of Samson moments.
When a regime realizes it is cornered, legitimacy gone, power slipping, and the end approaching, rational optimization often gives way to something darker: revenge, spite, legacy, or simply the refusal to lose alone.
Iran today increasingly looks like a system that can see the pillars.
Internal pressure. External isolation. Economic suffocation. Loss of regional control. A population that no longer believes. A regime that understands-not fears, the possibility of collapse.
The question is not whether it wants stability.
The question is whether, when faced with its own end, it chooses survival… or spectacle.
If the regime concludes that it cannot rule, will it still choose to restrain itself?
Or will it pull on the pillars of the Middle East, shipping lanes, oil infrastructure, proxy wars, regional chaos and bring the whole structure down with it?
Samson didn’t act out of strategy.
He acted out of inevitability.
And markets, like history, have a habit of underpricing inevitability.
Hence: long crude oil.
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