By Paul Sankey
Published on March 29, 2026 at 8:19 PM
Greetings, The situation in Gulf War III is actually normalizing. The problem however, is that the “new normal” is total Iranian control of both the Strait of Hormuz, and likely the Bab El Mandeb. There is increasing recognition that with Netanyahu strengthened in Israeli domestic politics by Gulf War III (war approval is ~85%), and President Trump weakened — facing a 59% overall disapproval rating and 64% disapproval on his handling of the conflict—the main …
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By Paul Sankey
Published on March 20, 2026 at 12:38 PM
Recording of Uzi Yemin call yesterday, balanced stuff, interesting perspective direct from Tel Aviv to me in San Juan Puerto Rico. I am back in Brooklyn now, rest assured. https://analysthub.zoom.us/rec/share/XuZbmceTg9iY1K30JOrN2alXW2n1AudKlHa2tJrUwyHmTzQoox5vWBsyCN4ralQ.pXt8MVT6rZTyCI-M
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By Paul Sankey
Published on March 18, 2026 at 5:20 PM
*** UZI LIVE FROM TEL AVIV *** Delighted to say – not withstanding the cataclysmic circumstances – that my old friend (since the IPO of Delek US in the 2000s) Uzi Yemin will join us tomorrow live from Tel Aviv. Note, 12PM ET for perhaps just 30mins. Shortly after October 7th 2023, Uzi gave us great insight, and was also hearing alarms for incoming Iranian missiles as he spoke. Subsequently I delayed my much-wished for …
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