WS #14070
New attacks on ADNOC tankers and US threats of indefinite blockade keep oil prices elevated, with Brent ~$87 and WTI ~$81, while shipping traffic remains below average. Trump's drone tariffs rally US drone makers (UMAC, RCAT, AVAV, KTOS) on national security and domestic manufacturing push.
US-Iran/Hormuz Escalation
New attacks on ADNOC tankers and US threats of indefinite blockade keep oil prices elevated, with Brent ~$87 and WTI ~$81, while shipping traffic remains below average.
Trump's drone tariffs rally US drone makers (UMAC, RCAT, AVAV, KTOS) on national security and domestic manufacturing push.