March 08, 2026, Vol. 265
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Strait of Hormuz
It increasingly looks like Trump convinced himself that killing the top hundred guys in Iran would somehow fix Iran. It did not. So now we appear to be moving to plan B: the classic Washington strategy of bombing things until they resemble a parking lot. There is just one small issue. Iran’s best negotiating chip…
Happy Hour “Shipping” – Charles from Marhlem
We want to thank Charles from Marhlem for hopping on Friday’s Happy Hour for a tour de force of the shipping industry. We bounced around the entire shipping industry from RoRos to tankers. We even pulled a few tickers out of him that are worth exploring. As always, we jotted down some high level Kliff…
January 28, 2024, Vol. 161
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