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Iran and the US Just Changed Everything for Oil
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Breakdown
0:00Brent· ticker
Brent Near 8384, WTI Below 80 — Oil Collapse Resets Positioning
- Oil collapse resets positioning at start of August
- Brent near 8384 after trading north of 100 two weeks ago
- WTI fell below 80
- Trump's truth social post suggests Iran seeks more time to reopen strait
- US stood down from planned strikes
- OPEC Plus raises production 188k barrels/day in September
1:44WTI· ticker
WTI Below 80 — OPEC Plus Production Boost
- Oil collapse undermines late July shortage premium
- Market needs confirmation on reopen lanes and OPEX plus barrels
1:45lesson
ISM Report Tests August Growth Outlook
- ISM report first macro data test for August growth
- Factory growth must survive oil shock without reigniting supply chain concerns
- AI tariffs and industrial capex support growth
- High energy volatility and long-end rates create problems
- Durable goods orders show core capital goods strength
1:46Palantir· ticker
Palantir Proves Enterprise Demand — 85% Revenue Growth
- Palantir must prove enterprise/govt demand sustains growth
- Focus on commercial revenue margins, deal revenue, guidance
- Last quarter's 85% revenue growth and 60% adjusted margin
1:47SpaceX· ticker
SpaceX Faces Capital Intensity Test
- Starling profits support AI/space investment
- Companywide losses and capacity remain substantial
- Reports address AI growth-to-returns conversion challenge
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