Category Energy Commodities

The Hormuz Cycle, Cycle Seven: Strikes, Blockade Attrition, and the Seven-Day Plan Trump Rejected

Featured header graphic for "The Hormuz Cycle, Cycle Seven" by Prime Rogue Inc., labeled Prime Rogue Markets / Strait of Hormuz, with the subheading "Strikes resumed. Exports collapsed. Trump rejected the ceasefire." and four statistics: near-zero Iranian crude reaching China, over $12 billion in frozen assets offered in Iran's plan, seven escalation cycles since February 28, and November (the US midterms) as Trump's reported next window for renewed strikes. The Prime Rogue Inc. circular dog logo appears in the top right corner.

The Hormuz Cycle, Cycle Seven: Strikes, Blockade Attrition, and the Seven-Day Plan Trump Rejected Prime Rogue Markets, Vol. 1.3 Prime Rogue Inc. — Intelligence & Markets Desk | Kevin J.S. Duska Jr. | September 26, 2026 | 10 min read…

Canada’s Diesel Blind Spot: How the Irving Oil Shutdown, a Dead Pipeline Deal, and a Global Refining Crisis Collided

Canada's Diesel Blind Spot header graphic with the Prime Rogue Inc. logo, showing four statistics: $102 diesel crack spread, 300,000 barrels per day offline at Saint John, a 10-week Irving Oil turnaround, and zero pipelines connecting Alberta to Atlantic Canada.

Canada’s Diesel Blind Spot: How the Irving Oil Shutdown, a Dead Pipeline Deal, and a Global Refining Crisis Collided Canada’s largest refinery goes offline for ten weeks starting in September — just as the pipeline deal that could have eased…

The Hormuz Cycle, Cycle Six: A Seizure, a Near-Deal, and the Toll Authority Nobody Recognizes

Side-by-side comparison infographic titled "Two Leverage Cards, Two Strategies," contrasting Iran's Persian Gulf Strait Authority with Canada's potash export leverage across six attributes. Visibility: Iran's authority is public and named with an active social media account, while Canada makes no public acknowledgment its leverage exists. Legal status: Iran's authority is sanctioned by the US Treasury and called unacceptable by the International Maritime Organization, while Canada has not invoked any formal mechanism. Price tag: Iran reportedly charges up to two million dollars per passage, while Canada's leverage is not priced and held in reserve. Currency: Iran accepts Bitcoin or yuan, not applicable for Canada since no transaction has occurred. Strategy: Iran pursues a fait accompli to force a new negotiating baseline, while Canada practices deterrence by silence to avoid giving Washington a reason to escalate. Function: Iran is turning wartime leverage into a permanent self-declared institution, while Canada is preserving leverage without triggering the card being played.

The Hormuz Cycle, Cycle Six: A Seizure, a Near-Deal, and the Toll Authority Nobody Recognizes Prime Rogue Markets, Vol. 1.3 Prime Rogue Inc. — Intelligence & Markets Desk | Kevin J.S. Duska Jr. | August 22, 2026 | 8 min…

SITREP 001: India Has 60 Days of Oil Left. Modi Was in Israel 48 Hours Before the Iran War.

SITREP 001: India Has 60 Days of Oil Left. Modi Was in Israel 48 Hours Before the Iran War header image.

01 — The Disclosure Nobody Reported At 12:34 PM Indian Standard Time on May 11, 2026 — 1:04 AM Mountain Standard Time — India’s Defence Minister Rajnath Singh chaired the fifth meeting of the Informal Group of Ministers on West…

Natural Resources in Saskatchewan: An OSINT Report

When you picture Saskatchewan, you see endless golden wheat. The province is famous as Canada’s breadbasket, and for good reason. But what if a resource buried a kilometre beneath those fields is just as vital to feeding the world? This…

Verified by MonsterInsights