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• They Cannot Ban Their Way Out: The Yield Slate Does Not Negotiate SeekingAlpha

  A proposed diesel export ban could idle much of Gulf Coast refining, push up gasoline prices, and discourage the investment needed to ease supply over time. Read more here.

• Reported September 25, 'Trump Rejects Iran Ceasefire, Expects Renewed Bombing After Midterms' - WSJ Exclusive Benzinga

  https://www.wsj.com/world/middle-east/trump-rejects-iran-ceasefire-expects-renewed-bombing-after-midterms-5982ee50

• 'White House Eyes Diesel Fuel Moves That Fall Short Of Export Ban' - Politico Benzinga

  https://www.politico.com/news/2026/09/25/white-house-diesel-fuel-01092922

• Will Stocks Top... Or Pop? David Keller Covers The Charts SeekingAlpha

  David explains why mega-cap technology and AI stocks continue to support the major indexes, even as market breadth deteriorates and many other sectors struggle.

• U.S. Central Command Posts On X "U.S. Marines assigned to the 11th Marine Expeditionary Unit train aboard USS Boxer (LHD 4) as the ship sails in regional waters and continues to support enforcement of the U.S. blockade against Iran. As of Sept. 25, CENTCOM forces have redirected 122 commercial vessels to ensure strict compliance." Benzinga

  https://x.com/CENTCOM/status/2103526758834110482

• Senior Iranian Official Tells Reuters Strait Of Hormuz Will Remain Closed, No Nuclear Talks With US Until Iran's Conditions Met; Iran Will Make No Nuclear Concessions Benzinga

   - Reuters

• The Hormuz Letter Posts On X "The US appears to have abandoned its naval blockade line against Iran, pulling its aircraft carriers off it entirely after Iran's first use of anti-ship ballistic missiles against a carrier. The warships have not been located in the CENTCOM area on Sentinel-2 satellite imagery since the beginning of September, including the USS George H.W. Bush, the USS George Washington, the amphibious assault ship USS Boxer and even their escorting destroyers...." Benzinga

  https://x.com/HormuzLetter/status/2103502340489629869

• JPMorgan Says Oil Price Endgame Is Hard To Predict; Here's My Playbook SeekingAlpha

  JPMorgan analysts wrote in a research note that the endgame for oil prices is impossible to model. Read why playing it safe is important today.