US oil exports hit record as Iran conflict disrupts global supply

American oil and gas exports are setting all-time records as the Iran conflict disrupts global supply, with the crude oil all-time high by April 30 market at 1.7% YES. The conflict has crippled Gulf energy infrastructure. More than 60 supertankers are heading to the U.S., triple their pre-war levels. The Crude Oil All Time High by April 30 market has ticked up from 2% a week ago. U.S. crude shipments are at 12.9 million barrels per day, and LNG exports are at record levels, filling the gap left by the…

USS Rafael Peralta enforces blockade on Iranian vessel in Strait of Hormuz

The USS Rafael Peralta enforced a blockade on an Iranian-flagged vessel, pushing Strait of Hormuz traffic normalization by June to 25% YES on Polymarket. The Strait of Hormuz Traffic Returns to Normal market dropped after the blockade enforcement. With 67 days until resolution, the market at 25% prices in skepticism about any quick resolution. Traders are betting on prolonged tension and continued U.S. naval activity. The US Escorts in Hormuz market sits at 5.5% YES for the April 30 sub-market, down from 7% in the last 24 hours, with $1,276…

Europe’s NATO allies resist US threat to Spain amid Iran conflict

Europe’s NATO allies are resisting a reported US threat to Spain amid the US-Iran conflict. The market for a US withdrawal from NATO by April 30 sits at 0.4% YES. The US withdrawal from NATO market is thinly traded, with only $163 in USDC volume over the past day. Odds dropped from 1% a day ago, suggesting traders read the reported threats as posturing rather than a real policy shift. The symbolic measures discussed, like suspending Spain from NATO structures, are legally impossible under the treaty framework, which makes formal…