🎙️ Podcast: War, Markets and a Manifesto
Oil spikes, drones fly, Gulf money gets nervous, China digs up coal, Palantir rewrites deterrence—and a Louisiana city mourns.
This is The Morning Sixpack, and today it’s geopolitics meets gravity.
Oil Jumps, Ceasefire Wobbles After U.S. Seizes Iranian Ship in Gulf Showdown
The U.S. seizure of an Iranian cargo ship sent oil up 5% and put already fragile ceasefire talks on life support. With the Strait of Hormuz back in play and Trump doubling down on pressure, energy markets are bracing for turbulence.
Iran Claims Drone Strikes on U.S. Warships After Navy Seizes Cargo Vessel
Tehran says it launched drone strikes at American vessels in retaliation. Washington hasn’t confirmed damage—but the temperature in the Gulf just went up another notch. Negotiations are scheduled. So are warships.
U.A.E. Quietly Asks Washington for a Dollar Lifeline as War With Iran Bites
The Emirates, one of the Gulf’s wealthiest states, is exploring a U.S. financial backstop if the war drains dollar reserves. When a petro-state asks about swap lines, that’s not panic—but it’s not comfort either.
China Turns Back to Coal-to-Gas as War Threatens Energy Lifelines
Beijing is reviving coal-to-gas mega projects to hedge against disrupted Middle East supply. Climate goals take a back seat when energy security starts flashing red.
Palantir Drops a Manifesto Calling for AI Weapons, National Service—and Less Faith in Apps
Palantir’s 22-point doctrine argues Silicon Valley owes America hard power—AI weapons, national service and software-driven deterrence. It’s less “move fast and break things” and more “build fast and defend everything.”
Shreveport Father Kills Eight Children in Domestic Rampage, Nation’s Deadliest Shooting in Over Two Years
In Louisiana, a domestic dispute turned catastrophic as eight children were killed in a single morning. It’s the deadliest U.S. mass shooting in over two years—and a reminder that not all crises come with geopolitical warning signs.
War reshapes markets. Technology reshapes war. And sometimes the most devastating stories are the ones unfolding far from the headlines about oil and AI. That’s your Sixpack.
