Day 20: Mutual Combustion

Category: Geopolitical · Date: 2026-03-19

Israel strikes South Pars gas field (world's largest). Iran retaliates against Qatar's Ras Laffan LNG hub (17% capacity offline, $20B/yr, 3-5yr repair), Saudi refineries, UAE, Kuwait. Triple assassination in 48 hours (Larijani confirmed, Khatib, Soleimani). FOMC hawkish hold (11-1, 7/19 see zero 2026 cuts). Gold crashes $430 to ~$4,580 — widest E[V] gap of the conflict ($1,452). F-35 reportedly hit by Iranian fire — first ever. Pentagon requests $200B supplemental. Brent touches $119 (Brent-WTI spread at 11-year high $18/bbl). Nuclear breakout path rises to 17%. 54 sources across 15+ countries.

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