SpotGamma(@spotgamma):From Nomura: "The “Shortage Shock” now is almost certain to force POTUS’ hand on considering the “Nuclear Option,” as we are seeing real Delta of “U.S. Export Ban” here as a real “Left-Tail” nuke to the global economy, with WTI going “turbo bid” vs Brent right now…"

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SpotGamma@spotgamma

2026.09.15 17:51

From Nomura: "The “Shortage Shock” now is almost certain to force POTUS’ hand on considering the “Nuclear Option,” as we are seeing real Delta of “U.S. Export Ban” here as a real “Left-Tail” nuke to the global economy, with WTI going “turbo bid” vs Brent right now…"