The last exit from the Gulf is open. Iran is working on that.
There is a 248-mile pipe buried under the UAE desert. It runs from the oil fields to a port called Fujairah, on the other side of the country, away from the Gulf. Iran knows it's there. And right now, Iran is targeting it. | I can't stop thinking about this. | For two weeks, Iran has held the Strait of Hormuz shut. Every tanker is stuck. Every oil shipment that normally sails out of the Gulf is stuck. The world scrambled for a backup. Fujairah was the backup. That pipeline, called ADCOP, carries 1.5 million barrels a day. It was built to carry 60% of UAE exports in an emergency. Not all of them. Just 60%. | Right now it's carrying 71%. | Here's what worries me. There are only 440,000 barrels of spare room left in that pipe. That's it. If Iran takes out Fujairah: the port, the infrastructure, the pipeline itself, there is no other way out. I don't think most people realize there is no Plan C. The Gulf has one door left. Iran is standing in front of it. | White House Insider Reveals Trump's Handwritten Letter | It's no secret that 2026 will be a very special year for American patriots like you… | But what most people don't know is that… | This coming May, just a few weeks before America's 250th anniversary… | President Trump is planning to use executive powers granted by Public law 63-43… | To make a critical move that I predict will unleash a historical supercycle of wealth… | That will make a lot of patriots rich. | And if you click here and learn what to do, you could be one of them. | As a former advisor to the CIA, the Pentagon and the White House… | I've seen a hand-written letter from President Trump about what's coming. | Click here to see the letter for yourself… | And you'll understand exactly why this "gift" could be a game-changer for America in 2026. | Oil has already gone up 45% since this war started. Forty-five percent. Your gas bill reflects that. Your heating bill reflects that. Every product that moves by truck reflects that. And the Fed meets today. I get it — people want the Fed to do something. But you can't cut interest rates to make more oil appear. A supply shock is not a demand problem. The Fed has a hammer. This is not a nail. | So here is the trap we're in. If Fujairah falls, oil has nowhere to go but up. That means more inflation. That means the Fed can't cut. That means bond prices stay down. Your gas bill and your bond portfolio are caught in the same fire, and the person holding the match is in Tehran. | Nobody knows if Iran will actually pull the trigger on Fujairah. Nobody knows how far this goes. I won't pretend otherwise. What I do know is that the margin for error just got very thin. | The one number I keep coming back to: 440,000 barrels. That's all the cushion left. That's the difference between expensive oil and a global crisis. It fits in a sentence. It fits in your head. Remember it. | How Will You Generate Retirement Income? | | Most people with $1,000,000 or more saved have a number. Fewer have a plan for turning it into reliable income. Fisher Investments' Definitive Guide to Retirement Income helps you calculate future costs and build a portfolio strategy around them. | Download your free guide. | I've covered markets for a long time. I've seen oil shocks before. What's different now is that every exit is being closed one by one, with intent. This isn't an accident. This isn't a natural disaster. Someone is doing this on purpose, and they know exactly what they're doing. | The last door is open. For now. | More on this tomorrow. | — Lauren
Editor, American Ledger |
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