Guy Laron

Historian @hebrewu.
@TheWilsonCenter fellow 2022-23.
Published with @yalebooks _The Six Day War_
More here:

[Guy Laron @guy_laron]

https://t.co/6de4jWvDsx

[Danny Gutwein דני גוטוויין @gutweind]

לאחר הפסד נוסף (המבקר), האופוזיציה שוב רק מגנה את נתניהו, אך לא מציעה דרכים לנצחו.
והדרך ברורה: להציע למעמדות המוחלשים, המחפשים חלופה לשלטון המגזרים והנאמנות של נתניהו, שותפות מבוססת מדינת רווחה אוניברסלית.
זה תפקיד "הדמוקרטים", המסרבים לעשות זאת, כדי לא לנכר את המעמדות המבוססים.

[Gregg Carlstrom @glcarlstrom]

Year-on-year inflation in Iran reached 77.2% in May, up 8.5 points from April; for essential goods, the rate hit almost 114%.

"A private economic think tank in Iran described the current figures as 'an unprecedented rate since World War II.'" https://t.co/VMKBAUjCUb

[Josh Young @JoshYoung]

Exxon is saying that oil prices will rise to $150 to $160 in coming weeks

[דרור בלאזאדה | Dror Balazada @DBalazada]

BREAKING | Cash Remains the Main Obstacle in U.S.-Iran Talks

• According to my sources, the sides are very close to a deal, but it has not been finalized

• The main dispute is Iran’s frozen funds

• Trump does not oppose Iran receiving money, but refuses to release large amounts of cash

• The U.S. prefers a controlled mechanism, such as restricted accounts or credits for humanitarian purchases

• Iran is demanding immediate access to large sums of cash

Bottom line:
The key question is no longer whether Iran will get money - but how it will get it.

@c14israel

[Rosemary Kelanic @RKelanic]

The U.S. military has guided 70 ships through Hormuz over the last 3 weeks, most with their transponders off.

Still well below the prewar average of 100 daily transits.

But more than I would have expected.

https://t.co/aboYuXVR0V

[Renwar Najm @RenwarNajm]

Turkey has submitted a new project proposal to Baghdad that envisions extending the Kirkuk pipeline all the way to Basra, targeting a massive capacity of 1.5 million bpd. Notably, this proposal makes no mention of the Kurdistan Region’s existing pipeline infrastructure.

[Isaac Stone Fish @isaacstonefish]

The EU is on the brink of a trade war with China. Frustration of relatively cheap Chinese goods, Chinese EV dominance, rare earth export restrictions, and Chinese domestic protectionism has pushed many European leaders to finally consider strong action. Watch this space: it could not only reshape trade between China and the EU, but also potentially help repair the EU-US Trump and tariff rift.

[Guy Laron @guy_laron]

אז מסתבר שאמרתי מה-10 למאי שלא תהיה חזרה ללחימה של הפצצות תשתית באיראן, למרות שכל מיני מתדרכים עלומים ומתודרכים התעקשו שהתחדשות המבצע האמריקאי-ישראלי היא עניין של ימים ספורים.

[Gregg Carlstrom @glcarlstrom]

We are so far into "mad king" territory that the White House may not even bother to clarify whether Trump just confused Oman with Iran or is indeed threatening to bomb Oman

[Javier Blas @JavierBlas]

US President Trump formally sanctions the “Persian Gulf Strait Authority” — the vehicle that Tehran created to collect “fees” in the Strait of Hormuz.

🔗: https://t.co/6KES4QjAEL

[Guy Laron @guy_laron]

https://t.co/qTTC8LHsl7

[Jack Prandelli @jackprandelli]

🇺🇸In the 2000s, the US was building billion dollar import terminals convinced domestic gas production was in terminal decline and LNG imports were inevitable.

🛢️Then shale happened.

Every import terminal became obsolete overnight.

Rather than write them off, operators reversed the flow converting receiving infrastructure into liquefaction and export facilities.

🔍The result:
From near-zero LNG exports in 2016 to the world's largest LNG exporter by 2024.

27% of all global LNG exports.
Nearly 20 BCF/day.
$44.6 billion in export value in 2025 alone and Q1 2026 already at $14 billion.

The infrastructure that was built to reduce US energy dependence on the world now reduces the world's energy dependence on Russia and the Middle East.

Europe replaced Russian pipeline gas with US LNG.
Asia is buying it.
The Middle East terminals that used to dominate global trade are disrupted by the Iran war.

The 8 stocks best positioned to capture this as US LNG cements its dominance in a structurally disrupted global market are named in my latest article.

Link in the comments 👇

[Guy Laron @guy_laron]

The petrodollar is doing just fine. It moved an address, though. It lives in Corpus Christi rather than Ras Tanura; The Gulf of Mexico rather than the Persian Gulf.

[Joumanna Nasr Bercetche @JoumannaTV]

USD bid this morning (BBDXY +0.3%) ; +1.5% since War started

Worth noting the USD- OIL correlation is at a multi decade high

[Eran Toch @erant]

@EilonTohar האופן שבו קפיטליזם קיצוני ושנאת חרדים משתלבים ביחד זה קשוח

[Hunter📈🌈📊 @StatisticUrban]

In 2025, China consumed more coal than the *entire rest of the world combined.*

China: 56%
Everyone else: 44%

[Guy Laron @guy_laron]

@EnergzdEconomy We've re-entered the age of pipelines as a major tool of statescraft rather than just a logistical necessity.

[Jason Brodsky @JasonMBrodsky]

“Basically, Mobarakeh Steel is completely shut down,” one Isfahan resident told New Lines. “Salaries are uncertain. Some people aren’t getting paid at all, and others are receiving very little.”

"At Khuzestan Steel Company, a senior official was quoted as saying that “all modules and steelmaking furnaces” had been damaged."

https://t.co/dYRD7j0HEw

[Iran International English @IranIntl_En]

US Central Command said on Tuesday that US forces had redirected 108 commercial vessels as part of enforcement of the US blockade against Iran.

CENTCOM released an image of a US sailor standing watch in the pilothouse aboard the USS John Finn, a guided-missile destroyer transiting the Arabian Sea in support of the blockade.

[Guy Laron @guy_laron]

Context: Experts worry that the U.S. Strategic Petroleum Reserve (SPR) would run dry by early July, at which time oil prices are going to explode. Tehran sees this and thinks “let’s play for time.”

[Javier Blas @JavierBlas]

Another mammoth SPR release last week, with a flow equal to ~1.3m b/d (nearly 9.1 million barrels over the week).

The weekly release is the **second highest on record**, just a notch below the all-time high set the previous week of 9.9 million barrels.

[Guy Laron @guy_laron]

מוקדם להספיד את המו״מ בין ארה״ב ואיראן. גם כשיורים, ממשיכים להחליף מסרים. ב-@newsisrael13

[John Kemp @JKempEnergy]

GLOBAL LNG exports increased by 22 million tonnes (5%) in 2025 compared with 2024, according to the latest annual report published by the International Group of Liquefied Natural Gas Importers (GIIGNL). Nearly all the growth came from the United States. As a result, the United States moved clearly ahead of Qatar and Australia as the top source of LNG supply, and the Atlantic Basin emerged as the single-largest source of exports ahead of the Pacific: