Notes
Short, frequent observations.
Quick takes, sidebars, and links from the working margins of the research.
29 May 2026
Oil Prices Drop 17 Percent on Trump Iran Deal Hopes
Recent reports show progress on a draft US Iran agreement covering ceasefire, free navigation through the Strait of Hormuz, and sanctions relief tied to nuclear limits. This has cut the geopolitical risk premium, the extra cost markets add …