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🐋 WHALE WATCH: The Energy Pivot.
POTUS is moving to restrict US energy exports a massive protectionist shift aimed squarely at domestic inflation. The markets reaction ? Immediate.
Crude is sliding toward $93.
We are seeing a total repricing of the energy independence premium. If the worlds largest producer closes the taps to prioritize the domestic pump, global volatility is the new baseline. Watch the spreads.