News

Trump’s core staffer Dan Scavino posted a B-2 bomber video. Historically, after his previous such post, the U.S. and Israel immediately attacked Iran. Combining this with Trump canceling a family event and urgently returning to the White House citing “government affairs”, senior military and political leaders canceling leave and updating emergency recall lists for overseas bases, it signals that a major operation may be imminent.Late Friday night, insiders revealed that the Trump administration has prepared a new round of military strikes against Iran. Although no final decision has been made, notices have already been issued in western Iranian airspace, and most airports in the western Tehran Flight Information Region have been closed. Only eight airports are open with limited hours from sunrise to sunset, effective until next Monday, and commercial flights require special permission to operate.Domino’s Pizza orders near the Pentagon have surged by 227%, and orders from a pizza shop 2.2 miles away rose by 167%. Traders view these as the “DOUGHCON 1 level” stress indicator. Meanwhile, some U.S. troops in the Middle East are rotating out in batches to reduce exposure and guard against Iranian retaliation.The Iranian Armed Forces warned via the Tasnim News Agency that they are prepared with a “third version of combat” to respond to any rash actions, involving new equipment, novel targets, and war strategies. The five Gulf countries collectively sent a letter to the International Maritime Organization opposing Iran’s unilateral establishment of a “Gulf Strait Management Bureau” and designated route, refusing to coordinate with the IRGC Navy.The navigation rules in the Strait of Hormuz face a significant risk of being fundamentally torn apart. Should a military conflict trigger control of the shipping lanes or retaliatory blockade, crude oil and LNG transportation will be directly affected. Risk aversion sentiment may push up gold, the Swiss franc, and U.S. Treasuries. Watch carefully over the weekend for further escalation signals.

Odaily reports that, according to monitoring by Arkham, the spot Bitcoin ETF MSBT under Morgan Stanley increased its holdings by another 14.333 BTC yesterday, worth 1.11 million US dollars. Its total Bitcoin holdings have now reached 3,486 BTC, valued at 263 million US dollars.

From the perspective of vessel types, major Australian mining companies remain enthusiastic about inquiries, and there is still support from rigid shipping demand. However, affected by the decline in fuel prices and FFA forward contract prices, market activity has weakened somewhat, resulting in a slight adjustment in freight rates. In the Panamax vessel market, coal cargoes have decreased slightly compared to the previous period, while available shipping capacity has increased, putting pressure on daily charter rates. In the Supramax vessel market, improved weather in the Philippines has boosted nickel ore shipments. In addition, increased coal imports in Southeast Asia and supplementary domestic steel exports have jointly supported the charter rate level. On May 21, the Far East Dry Bulk Freight Index released by the Shanghai Shipping Exchange was 2,484.88 points, down 2.6% from the previous period.