HeyJaredJensen's Economic, Precious Metals, & Markets Newsletter
Economic Events, Precious Metals, Global Silver Squeeze, Political Events
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- Sep 28, 2026
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- Jul 14, 2026
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Hormuz Strait ‘Effectively Closed’ Counter To Weekend Media Promotion (opens the original)
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A lot of media hype over the weekend about Kpler reporting high crude tanker movements out of the Strait of Hormuz last week.Over the last 24 hours, an estimated 3 tankers have exited the Gulf.<img alt="" class="sizing-normal" height="269" src="https://substackcdn.com/image/fetch/$s_!fpmC!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%
US Rejection Of Proposed Iran Ceasefire Fits With Planned Total War (opens the original)
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If the goal of the attack on Iran is to destroy Iran and not to negotiate an overarching resolution that stabilizes marine traffic flows through the Strait of Hormuz, then the following fits.<img alt="" class="sizing-normal" height="582" src="https://substackcdn.com/image/fetch/$s_!FAeW!,w_1
Fractals (opens the original)
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I have been spending my recent days in subalpine woods rich in mosses, ferns and other flora - carrying guns, tracking the trail of old silver and gold deposits in grizzly country. Verdant.The math and acuity of this piece by Hans Zimmer as played by Tony Ann reminds me of the fractals I see each day in the forest.The hand of the Almighty.“The Interstellar Experience” Best regards,David JensenSubscribe now<div class="captioned-image-c
US Diesel Export Control Already Operating? / A Better Lens To Understand Iran Conflict (opens the original)
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The world’s petroleum fuel shortage is intensifying.Reports from France indicate that 17% of fuel stations are out of at least one grade of fuel and 11% of fuel stations are completely out of all fuel types (outage).The greatest shortage and most widespread shortage globally of fuel is of diesel fuel.Even the US is seeing intensifying demand for this vital fuel which is the basis of 80% of US commercial activity and production and we are now entering harvest season.The average US diesel price to
Soc Generale Notices Physical Oil Price Divorcing Futures & CNBC Notices Soaring Treasury Yields (opens the original)
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French bank Soc Générale energy analysts are also noticing that the oil market is turning physical and divorcing from the futures paper price.Not only are crude oil tankers seeing crazy 10x daily rates compared to rates before the war on Iran to meet urgent demand for oil delivery, but physical ‘Dated Brent’ (North Sea oil laden on tankers for physical delivery in 10 to 30 days) is now running far above the Brent futures market price compared to rough parity when the oil market is well supplied.
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