Day 15: The Yuan Gambit

Category: Geopolitical · Date: 2026-03-14

US 'obliterates' 90+ military targets on Kharg Island. IRGC threatens UAE — 9 ballistic missiles + 33 drones intercepted, Fujairah fire. Iran proposes yuan-for-Hormuz: allow tankers only for yuan-denominated oil — the most dangerous non-military shot of the war. France/Italy bypass Washington, negotiate directly with Iran. Oil above $100. Russia provides Kanopus-V satellite intelligence. China deploys 48th fleet. The CRINK axis supports but won't rescue. Path 4 (Forced Hormuz Reopening) surges to 28%. Gold E[V] $6,085 (+20.2%) — most mispriced asset in global markets. The war is no longer just about oil. It's about who gets to denominate it.

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