Seeds of Wisdom RV and Economics Updates Thursday Evening 7-23-26

Good Evening Dinar Recaps,

U.S.-Iran Conflict Begins Reshaping Global Finance as Markets Brace for Wider Economic Impact

Escalating military tensions between the United States and Iran are no longer affecting only the battlefield. Rising energy risks, disrupted shipping, and growing financial uncertainty are increasingly influencing global markets, trade flows, and investor expectations as governments prepare for the possibility of a prolonged regional conflict. 

Overview 

• President Donald Trump indicated that he is weighing additional military options against Iran as tensions remain elevated.

• Reports of continued military activity and threats to key maritime routes are keeping oil markets and investors on edge.

• Financial markets are increasingly pricing in geopolitical risk as higher energy costs could influence inflation, trade, and central bank policy.

Key Developments

1. Conflict Expands Beyond Military Headlines 

While military operations continue to dominate the headlines, the broader economic consequences are becoming increasingly important. Reports of additional U.S. military activity, combined with Iran's continued warnings regarding strategic shipping lanes, have reinforced concerns that the conflict could evolve into a prolonged disruption affecting international commerce.

Although some reports remain unconfirmed by U.S. officials, markets are reacting to the possibility of further escalation rather than waiting for formal announcements.

2. Energy Markets Continue Pricing in Risk 

Oil traders remain focused on the security of the Persian Gulf and surrounding maritime routes. Even without a complete interruption of exports, uncertainty surrounding the Strait of Hormuz and nearby shipping corridors has increased transportation costs, insurance premiums, and volatility throughout global energy markets.

Analysts note that geopolitical risk premiums are once again becoming a significant component of crude oil pricing as traders prepare for potential supply disruptions.

3. Financial Markets Watch Inflation and Interest Rates 

Higher energy prices could complicate monetary policy for central banks. Rising fuel costs have the potential to slow progress on inflation, which could influence future interest-rate decisions by the Federal Reserve and other major central banks.

Investors are closely monitoring whether sustained energy inflation could delay expected monetary easing while increasing volatility across equities, bonds, and digital assets.

4. Global Trade Faces Additional Pressure

Businesses dependent on international shipping continue evaluating alternative supply routes as geopolitical uncertainty grows. Even limited disruptions in key maritime chokepoints can affect delivery schedules, freight costs, and commodity prices far beyond the Middle East.

The situation highlights how regional conflicts can rapidly influence global trade networks and financial markets.

Why It Matters

Financial markets increasingly respond to geopolitical events alongside traditional economic indicators. Rising energy costs, disrupted shipping, and uncertainty surrounding central bank policy can influence inflation, investment decisions, and international capital flows. Even if military operations remain geographically limited, their economic effects can extend worldwide.

Why It Matters to Foreign Currency Holders 

Currency markets often react quickly during periods of geopolitical uncertainty. Prolonged energy disruptions and inflationary pressures could influence interest-rate expectations, reserve management strategies, and capital flows between major currencies. Those following long-term international monetary developments will likely continue monitoring how these events affect global financial stability.

Implications for the Global Reset 

• Pillar 1: Debt

Higher energy costs can contribute to inflation, making it more difficult for governments and central banks to reduce interest rates while increasing borrowing costs across the global economy.

• Pillar 2: Trade

Continued uncertainty surrounding critical shipping routes reinforces the importance of resilient supply chains and may accelerate efforts to diversify trade corridors and reduce dependence on vulnerable maritime chokepoints.

Future Outlook

Markets will closely watch whether diplomatic efforts can reduce tensions or whether additional military actions lead to broader disruptions across energy markets and international trade. Investors are also monitoring how prolonged geopolitical uncertainty may influence inflation, monetary policy, and global economic growth during the second half of the year.

This is not simply about a regional military conflict—it reflects how geopolitical events increasingly influence energy security, global trade, inflation, and the evolving structure of the international financial system.

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources 

• Axios — Trump Says He Is Considering Restarting Major Military Operations Against Iran
  ‍ ‍
  ‍ ‍Reuters — Middle East Conflict, Oil Markets and Global Energy Coverage

~~~~~~~~~~

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Iraq Economic News and Points To Ponder Thursday Afternoon 7-23-26

Oil Climbs Above 1.5% On Gulf Shipping Risks

2026-07-23 01:30   Shafaq News   Oil prices rose more than 1.5% in Asian trade on Thursday to stand at their highest ‌in more than six weeks, as Yemen's Houthis targeted oil tankers in the Red Sea and the United States launched a new round of strikes on Iran.

Brent crude futures rose $2.2 or 2.3%, to $96.27 by 0327 GMT, the highest since June 8, having settled up more than $3 at $94.07 ​in the previous session, just shy of a six-week high.

U.S. West Texas Intermediate crude climbed $1.65, or 1.9%, to $88.48, ​after Wednesday's rise of 3%.

Iran's Revolutionary Guards said an oil tanker caught fire after an explosion ⁠while attempting to follow a route they described as mined, south of the Strait of Hormuz, while two others ​had turned back.

In a statement the Guards said the strait was under their control and "completely closed" while U.S. actions continued in the region, ​warning that no tanker would be allowed to enter or leave without coordination with Iran.

Besides the renewed conflict over control of the key waterway, the Iran-aligned Houthis have opened a new front by threatening to target vessels carrying Saudi oil in the Bab el-Mandeb strait and unveiling ​a naval blockade of Saudi Arabia.

Oil prices are facing a rare risk from simultaneous disruptions at both the Bab ​el-Mandeb and the Strait of Hormuz, said Priyanka Sachdeva, senior market analyst at Phillip Nova.

"Geopolitical premiums have returned, but a sustained (price) rally will ‌require ⁠evidence of prolonged shipping disruptions or meaningful supply outages."

The Houthis said they had carried out a military operation targeting two Saudi oil tankers, and maritime security reports said one of the vessels identified by the group, the Saudi-flagged tanker Encelia, had been hit in the Red Sea.

The Houthis said they had forced about 10 ships to retreat and return after warning vessels ​against sailing to Saudi ports.

Reuters ​could not immediately verify this ⁠account.

The Houthis' naval blockade of Saudi Arabia in the Red Sea threatens to disrupt global energy supplies beyond the Gulf, while Iran's Revolutionary Guards' spokesperson also warned shipping companies that ​the Strait of Hormuz southern route is mined in a post on X.

The new ​threat to Red ⁠Sea passage could interrupt up to 5 million barrels per day of oil supply, and the main route for Gulf oil that bypasses the Strait of Hormuz, said Saul Kavonic, the head of energy research at MST Marquee.

The U.S. military said it completed its 12th ⁠consecutive ​night of attacks on Iran hours after President Donald Trump vowed to ​destroy an Iranian bridge or power plant every time Iran shoots at a ship in the Strait of Hormuz, raising the stakes in the war ​with Iran. (REUTERS) https://www.shafaq.com/en/Economy/Oil-climbs-above-1-5-on-Gulf-shipping-risks7

Basrah Crudes Surge As Global Oil Rallies

2026-07-23 02:54    Shafaq News- Basrah  Iraq’s Basrah crude jumped more than 7% on Thursday, amid gains in global oil markets.

Basrah Heavy crude climbed to $61.86 per barrel, up $4.43, or 7.71%, while Basrah Medium crude rose to $64.16 per barrel, gaining $4.43, or 7.42%.

Brent crude advanced to $96.05 per barrel, up $1.98, or 2.10%, while US West Texas Intermediate crude gained $1.42, or 1.64%, to $88.25 per barrel. OPEC's basket also climbed to $88.50 per barrel, up $2.40, or 2.79%.

Saudi Arabia’s Arab Light crude rose 6.84% to $82.92 per barrel, while UAE Das crude climbed 8.81% to $88.07 per barrel. Qatar Land crude also advanced 8.84% to $87.77 per barrel.

https://www.shafaq.com/en/Economy/Basrah-crudes-surge-as-global-oil-rallies

Iraq’s Iran Imports Drop 55% In Q1 2026

2026-07-23 06:34   Shafaq News- Baghdad  Iraq’s imports from Iran fell nearly 55% in the first quarter of 2026 to $2.3 billion, down from $5.1 billion during the same period last year, according to the Islamic Republic of Iran Customs Administration’s (IRICA) data.

Petroleum gases and other gaseous hydrocarbons remained the largest import category at $351 million, followed by iron and non-alloy steel bars and wire ($159M), fresh apples, pears, and quinces ($78M), ceramic tiles ($77M), plastic household and kitchenware ($60M), and polyethylene polymers ($59M), alongside primary iron and steel products and other industrial and food commodities. https://www.shafaq.com/en/Economy/Iraq-s-Iran-imports-drop-55-in-Q1-2026

Dollar Climbs In Baghdad, Stabilizes In Erbil

2026-07-23 09:37    Shafaq News- Baghdad/ Erbil   The US dollar closed Thursday’s trading mixed in Iraq, hovering around 151,000 dinars per 100 dollars.

According to Shafaq News market survey, the dollar traded in Baghdad's Al-Kifah and Al-Harithiya exchanges at 150,500 dinars per 100 dollars, up from the morning session’s 150,450 dinars.

In the Iraqi capital, exchange shops sold the dollar at 151,000 dinars and bought it at 150,000 dinars, while in Erbil, selling prices stood at 150,800 dinars and buying prices at 150,700 dinars.

https://www.shafaq.com/en/Economy/Dollar-climbs-in-Baghdad-stabilizes-in-Erbil

Oil Hits Two-Month High After Houthi Tanker Attacks

2026-07-23 09:42   Shafaq News   Oil prices hit their highest in nearly ​two months on Thursday, rising for a fifth day after Yemen's Houthis said they struck two ‌Saudi oil tankers, widening disruption to global oil shipping through both the Red Sea and the Strait of Hormuz.

Brent crude futures were up by $5.83, or 6.2%, at $99.90 a barrel by 1310 GMT after reaching $100 a barrel for the first time since late May.

U.S. West Texas ​Intermediate crude rose $4.41, or 5.08%, to $91.24, exceeding $90 a barrel for the first time since June 11.

"The immediate outlook ​for crude oil remains supportive as markets price a worrying probability of supply interruptions in ⁠a second chokepoint," said Pepperstone research strategist Ahmad Assiri.

Besides the renewed conflict over control of the Strait of Hormuz, ​Yemen's Houthis have opened a new front by targeting vessels carrying Saudi oil in the Bab el-Mandeb strait after stating ​they would impose a naval blockade on shipments from Saudi Arabia.

Houthi militia attacked two Saudi Arabian oil tankers in a military operation, the group said on Thursday, with a Saudi news agency later confirming one of the two vessels was ablaze after an assault while ​sailing in the Red Sea.

Goldman Sachs said Brent might exceed $120 a barrel in the fourth quarter and average $100 next ​year if the Strait of Hormuz remains disrupted through 2027, with further upside if the Bab el-Mandeb strait and Suez Canal also ‌suffer persistent ⁠disruption.

Iran's Revolutionary Guards said an oil tanker caught fire after an explosion while attempting to follow a mined route in the southern area of the Strait of Hormuz near the coast of Oman and that two others had turned back.

The Guards said the strait was under their control and "completely closed" while U.S. actions continued in the region, warning that ​no tanker would be allowed ​to enter or leave without ⁠coordination with Iran.

The U.S. military said it had completed a 12th consecutive night of attacks on Iran, hours after U.S. President Donald Trump vowed to destroy an Iranian bridge or ​power plant every time Iran shoots at a ship in the Strait of Hormuz.

Goldman expects ​oil prices ⁠to retain most of their recent gains through July and August as global inventories continue to decline, supported by lower Middle East production, seasonal summer travel demand and a sharp slowdown in releases of strategic petroleum reserves.

Meanwhile, European diesel margins hit a ⁠record $66.25 a ​barrel on July 17, supported by Russia's diesel export ban following repeated ​Ukrainian attacks on its refineries and concerns over further disruptions to Middle East supplies, and traded as high as $65.30 a barrel on Thursday.   (REUTERS)

https://www.shafaq.com/en/Economy/Oil-hits-two-month-high-after-Houthi-tanker-attacks

Ariel: Impact of the Clarity Act on the Iraqi Dinar (And More)

Ariel: Impact of the Clarity Act on the Iraqi Dinar

7-23-2026

The Clarity Act: Moving Into The Digital Age Of Transparent Banking

Operation Global Realignment

This moment stands as one of the most decisive inflection points in modern financial history. The impending Senate floor vote on the Crypto Clarity Act will codify regulatory certainty for digital assets in the United States, effectively dismantling the final legal barriers that have kept decentralized finance chained to the legacy fiat architecture.

By removing regulatory ambiguity, the Act accelerates the migration of capital away from the parasitic Rothschild-controlled debt-based monetary system that has dominated global finance for over a century. This shift will starve the old central-bank debt engine of its endless liquidity imbalances and force a painful but necessary reconfiguration of value storage worldwide. The Japanese reverse carry trade, now entering its terminal phase, serves as the critical detonator.

With the Bank of Japan openly committing to more frequent rate hikes beyond the previous six-month cadence, the yen carry trade that fueled cheap global borrowing for decades is being deliberately unwound. BoJ insider warnings from figures such as Yuto have proven accurate. This constitutes an orchestrated collapse designed to trigger the broader Great Financial Reset. The dominoes are falling in sequence.

Impact On The Iraqi Dinar and Parallel Digital Transformation

– The Crypto Clarity Act will create a parallel, regulated on-ramp for sovereign digital currencies and tokenized assets, directly benefiting Iraq’s dual-track strategy of currency redenomination and full digital migration. This is extremely important for what will come next. Because we all know what is about to occur with Japan. So the timing is perfect. And once this occurs we will see many things unraveling that will no longer have oxygen in the new system.

– Iraq’s Deletion of 3 Zeros Project, which digitally/Electronically/Physicaly removes three zeros from the dinar while simultaneously launching a digital dinar on a blockchain-compliant ledger, gains immediate legitimacy and interoperability once U.S. regulatory clarity is established. Basically removing previous skepticism around sovereign digital currencies being treated as unregistered securities.

– The ASYCUDA Agreement (Automated System for Customs Data) signed with the World Trade Organization streamlines Iraq’s customs, taxation, and cross-border settlement processes. When layered atop the Clarity Act’s framework, it enables real-time, transparent dinar-denominated trade settlements that bypass traditional SWIFT bottlenecks still tied to legacy debt structures.

– Once the Senate vote passes, institutional capital currently sidelined by regulatory fear will flow into compliant crypto infrastructure. This capital will seek yield in undervalued, resource-backed digital sovereigns such as the new Iraqi dinar, whose oil reserves, reconstruction contracts, and WTO accession provide tangible collateral absent in most fiat experiments.

Read Full Article:
https://www.patreon.com/Prolotario1/posts/clarity-act-into-164576411

https://dinarchronicles.com/2026/07/23/prolotario-impact-of-the-clarity-act-on-the-iraqi-dinar/

Ariel: Iraq is Preparing to Launch a Central Bank Digital Dinar

7-23-2026

We Are Off To The Races Boys & Girls:

Note: Iraq Is Preparing To Launch A Central Bank Digital Dinar (Cbd Dinars) In Parallel With The Physical Note Redenomination. The Clarity Act’s Framework For Stablecoins And Tokenized Assets Provides A Ready-Made Compliance Template That Iraqi Monetary Authorities Have Been Studying Through Back-Channel Consultations With U.S. Treasury Officials.

Passage Signals To Global Banks That Any Digital Dinar Issued Will Operate Inside A Recognized Regulatory Perimeter, Reducing Perceived Risk And Allowing Faster Integration With Swift, Ripple, And Other Cross-Border Rails Already Being Tested In Baghdad.

So in other words this will become standard Support for International Trade & Investment

And with Iraq’s digital Dinar set to be integrated into global trade via systems like ASYCUDA (UNCTAD’s Automated System for Customs Data), having a transparent regulatory environment in major markets like the US will facilitate cross-border transactions and investment flows.

Which is why the WTO meetings that are ongoing are crucial in this area. We are watching the final pieces come together smoothly.

Watcher.Guru: JUST IN: Coinbase CEO Brian Armstrong says the crypto Clarity Act is "ready for a full Senate floor vote."

Source(s):
• https://x.com/Prolotario1/status/2080020088913371323

https://dinarchronicles.com/2026/07/23/prolotario-iraq-is-preparing-to-launch-a-central-bank-digital-dinar/

MilitiaMan & Crew-IRAQ DINAR UPDATE-“72 Hours That Matter: $200B Deals, Quiet Diplomacy & the REER Path”

MilitiaMan & Crew-IRAQ DINAR UPDATE-“72 Hours That Matter: $200B Deals, Quiet Diplomacy & the REER Path”

7-23-2026

The Crew:  Samson, PompeyPeter, Petra, Daytrader, Sunkissed, GIGI and Militia Man

No drama. No intrigue. No songs and dances. Just straight, factual news that I read and interpret to the best of my ability after being an avid Dinar investor and insanely obsessed Dinarian for over 15 years.

Follow MM on X == https://x.com/Slashn

Be sure to listen to full video for all the news……..

https://www.youtube.com/watch?v=m4_WQUdKGSs

Seeds of Wisdom RV and Economics Updates Thursday Afternoon 7-23-26

Good Afternoon Dinar Recaps,

U.S.-Iran Tensions Escalate as Trump Weighs Military Action and Markets Brace for Wider Conflict

Escalating rhetoric from Washington, reports of new military activity in the Persian Gulf, and rising concerns over global energy supplies are increasing uncertainty across financial markets as investors monitor the risk of a broader Middle East conflict.

Overview

• President Donald Trump said he is seriously considering renewed military operations against Iran, signaling that a decision could come soon.

• Iranian media reported a missile strike near Suza on Qeshm Island, although official U.S. confirmation has not been issued.

• Oil prices and financial markets reacted to rising geopolitical risk, highlighting the growing connection between security developments and the global economy.

Key Developments

1. Trump Signals Possible Major Military Action

President Donald Trump told Axios that he is seriously considering a large-scale military operation against Iran, describing the potential action as larger than previous U.S. operations.

Trump stated that the United States is prepared to act independently if necessary, while adding that Israel would quickly join any coordinated military response if requested.

2. Reports of Strike Near Iran's Qeshm Island

Iran's semi-official Tasnim News Agency reported that a U.S. missile struck a coastal area near Suza on Qeshm Island, prompting local authorities to begin an investigation.

As of publication, U.S. officials have not publicly confirmed the reported strike, making the incident an important but still developing story.

3. Financial Markets React

The possibility of expanded military operations added new volatility to global markets.

Oil prices rose above $100 per barrel as traders priced in additional risks to Middle East energy supplies and shipping routes. Equity markets also weakened as investors shifted toward more defensive positions amid growing geopolitical uncertainty.

4. Diplomatic Outlook Becomes More Uncertain

The latest escalation follows months of intermittent military activity and fragile diplomatic efforts between Washington and Tehran.

While no formal announcement has been made regarding renewed negotiations, the increase in military rhetoric reduces confidence that near-term diplomatic progress can be achieved without additional international mediation.

Why It Matters

The Persian Gulf remains one of the world's most strategically important energy regions.

Any expansion of military operations involving Iran could affect shipping through the Strait of Hormuz, increase transportation costs, disrupt energy exports, and place additional upward pressure on global inflation.

Why It Matters to Foreign Currency Holders

Energy markets often influence inflation, interest-rate expectations, and currency valuations.

If geopolitical tensions continue pushing oil prices higher, central banks may face renewed pressure to maintain tighter monetary policies, increasing volatility across foreign exchange and global financial markets.

Implications for the Global Reset

• Pillar 1: Debt

Higher energy prices could complicate efforts by central banks to reduce interest rates, increasing borrowing costs for governments and adding pressure to already elevated global debt levels.

• Pillar 2: Trade

Growing security concerns around Middle East shipping routes could disrupt international trade flows, increase transportation costs, and accelerate efforts to diversify global supply chains.

• Pillar 3: Energy

Continued instability surrounding the Persian Gulf reinforces the strategic importance of energy security and alternative transportation routes for global oil and natural gas supplies.

Future Outlook

Markets will closely watch for official confirmation regarding the reported strike on Qeshm Island and any further announcements from Washington or Tehran.

Investors will also monitor whether diplomatic channels remain open or whether military escalation continues, as future developments could significantly influence energy prices, inflation expectations, and global financial market stability.

This is not simply about military tensions—it reflects the broader transformation of the global financial system as energy security, geopolitical risk, and international trade increasingly influence inflation, monetary policy, and economic stability.

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources

• Axios — Trump Says He Is Seriously Considering Restarting Major Military Operations in Iran

• Crypto Briefing — US Missile Strikes Iran's Qeshm Island, Escalating Tensions

~~~~~~~~~~

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Newshound's News Telegram Room Link

RV Facts with Proof Links Link

RV Updates Proof links - Facts Link

Start Here room with Most Asked Questions Link

Follow the Gold/Silver Rate COMEX

Follow Fast Facts

Seeds of Wisdom Team™Website

Thank you Dinar Recaps

US Taxpayers Subsidized The Greatest Heist Of The Cold War The Grocery Bill Came Later

US Taxpayers Subsidized The Greatest Heist Of The Cold War. The Grocery Bill Came Later.

Notes From the Field By James Hickman (Simon Black / Sovereign Man)   July 23, 2026  

In the summer of 1972, a Soviet official named Nikolai Belousov stepped off a plane in New York City with a shopping list.

The Soviet Union had just finished its worst harvest in over a decade and was on the verge of starvation... and Belousov was tasked with the nearly impossible mission of buying enough wheat to feed an entire nation.

So he flew to America.

His first meeting was with Michel Fribourg, the head of Continental Grain. The two shook hands and closed a deal for Russia to buy millions of tons of American wheat.

Belousov's next stops were the other biggest grain traders in America: Cargill, Cook, Bunge, Louis Dreyfus, and Garnac.

He worked through every major American grain firm in a matter of weeks— each deal negotiated in complete secrecy... and each firm assumed they were the only American grain house that the Soviets were talking to.

In reality, Belousov was closing deals with all of them.

By the time word got out that the Soviets had been buying from everyone, everywhere, all at once, Belousov had already locked up roughly 440 million bushels of wheat, about a quarter of the entire American crop, for ~$700 million.

And here's the wild part: this was the peak of the Cold War... yet America's staunchest adversary didn't even pay full price for US wheat.

That’s because, for years prior, the US Department of Agriculture had been funding subsidies to make American grain cheaper abroad, covering the gap between the higher domestic price and the lower global price.

So the end result was that the Soviet Union drained American wheat inventory— and that’s when the Law of Supply and Demand kicked in. Wheat prices nearly doubled. Corn prices more than tripled by the following summer. Bread, beef, and eggs all followed.

Yet while Americans were suffering major food inflation at home, the US government was subsidizing the Soviet Union’s wheat purchases to the tune of $300 million in taxpayer funds.

The American taxpayer had financed the largest grain purchase the world had ever seen, for the benefit of its sworn enemy.

Then the second shoe dropped. The following autumn, in October 1973, the Arab oil-producing countries announced an embargo on the United States in response to America backing Israel in the Yom Kippur War.

Consequently, the price of crude oil roughly quadrupled... and it made the food inflation much worse.

Many people don’t realize just how much modern agriculture runs on oil and gas. Nitrogen fertilizer is synthesized from natural gas. Phosphate (another critical fertilizer ingredient) is mined and hauled with diesel. And everything from tractors to grain dryers burns fuel.

Because of the embargo, fertilizer prices more than doubled in 1973 and 1974, and food prices quickly followed. Inflation was eating quite aggressively into consumers’ standards of living.

All of this had a major impact on the stock market; as inflation raged throughout the 1970s, even America’s largest companies suffered. Their earnings shrank (especially when adjusted for inflation) and stock prices went nowhere.

The Dow Jones Industrial Average stock index closed at 1,000 in November 1972... and literally ten years later in November 1982, it was still at 1,000. The market went nowhere over the course of an entire decade.

And adjusted for inflation, of course, most stocks were losers.

The only real winners were REAL ASSET producers— especially gold and energy companies. Gold went from $35 an ounce in the early 1970s to a peak of $850 within a decade— though there were downturns in between.

Gold miners (and silver miners as well) were the best performers of the decade, with the Barron’s Gold Mining Index returning a phenomenal 1,247% in ten years.

Similarly, oil went from about $3 a barrel to nearly $40, and companies like Exxon completely trounced the S&P 500.

More than fifty years later, similar conditions are building again.

The Strait of Hormuz has been effectively closed since late February, except for the tankers Iran waves through from China and its other friends while everyone else waits outside.

Some oil is moving, for sure. But given that about a quarter of the world's sulfur and roughly 15% of its fertilizer exports normally move through that strait, there are significant implications for the agricultural sector.

Many consequences are already on the books.

Urea, the world's most common nitrogen fertilizer, climbed above $850 a tonne this spring, up roughly 80% since February and the highest price since 2022. Sulfur, an essential input for phosphate fertilizer, has doubled since January to record levels.

And in a recent American Farm Bureau survey, 70% of farmers said they cannot afford all the fertilizer they need this season.

Here's why that matters: spring planting is over. Farmers either paid those high fertilizer prices... or they skimped. And skimping means smaller harvests this fall.

Either way, higher food prices are already locked in. The shock has already happened. The impact just hasn’t been felt yet in the grocery stores because the harvest hasn’t taken place yet.

Meanwhile, agricultural markets are trading as if nothing has changed. Crop prices haven't come close to keeping pace with energy and fertilizer costs, and governments are already hoarding: China has temporarily banned phosphate fertilizer exports to keep supplies at home.

The last time this happened, the people who owned fertilizer production made money. Everyone else just got the grocery bill.

The featured research in Schiff Sovereign's investment newsletter, Strategic Assets, already includes a potash producer, a phosphate producer, and a palm oil grower, and we're watching a fantastic fertilizer company for the right entry point.

Our palm oil grower has nearly doubled since we published the research. The potash producer is up more than 16%... with a lot more room to grow. Our phosphate producer, which we recently featured, is still trading inside our suggested buy range.

To your freedom,   James Hickman    Co-Founder, Schiff Sovereign LLC


https://www.schiffsovereign.com/investing/us-taxpayers-subsidized-the-greatest-heist-of-the-cold-war-the-grocery-bill-came-later-155507/?inf_contact_key=8cd7ad83678493f71c22eed58f86b402464dbfbc1801014bcbec243a32905af2

Insiders Are Betting Millions On Gold Reset By Year-End | Ed Steer

Insiders Are Betting Millions On Gold Reset By Year-End | Ed Steer

Liberty and Finance:  7-22-2026

Why are traders pouring millions into gold call options as high as $20,000? Precious metals analyst Ed Steer explains why he believes unprecedented positioning in the futures and options markets points to a potential historic shift in gold and silver pricing.

He also discusses unusual Commitment of Traders data, the role of commercial traders, and why he sees the balance of power gradually moving from Western paper markets toward Asia.

Along the way, Steer shares his interpretation of recent developments involving Chinese gold trading and what they could mean for the precious metals market.

Whether or not these forecasts come to pass, this interview explores the market signals and arguments that have many investors watching gold and silver more closely than ever.

INTERVIEW TIMELINE:

0:00 Intro

1:20 $20,000 gold call options

10:00 Short-squeeze

18:30 Gold & silver manipulation

23:25 Shanghai gold exchange

https://www.youtube.com/watch?v=CMfnuGgHNGQ

China Shuts Down Paper Gold in 24 Hours

China Shuts Down Paper Gold in 24 Hours

Taylor Kenny:  7-23-2026

China is shutting down retail paper gold trading at several major banks—and forcing investors to close positions or take physical delivery.

Is this the beginning of a major shift from paper pricing to real metal?

CHAPTERS:

0:00 China’s Paper Gold Shutdown Begins

0:35 Why Paper Markets Control Gold and Silver Prices

1:27 How Rehypothecation Creates Multiple Claims on One Asset

2:21 Bank Spoofing and Precious Metals Price Manipulation

3:15 Why China Is Ending Retail Paper Gold Trading

3:43 China’s Bigger Physical Gold Strategy

4:41 Could Price Discovery Shift From Paper to Physical?

5:40 Physical Gold, Counterparty Risk, and Wealth Protection

6:38 East vs. West: Two Different Views of Gold

7:35 What This Means for Gold and Silver Investors

https://www.youtube.com/watch?v=y6IdjRqS6tc&t=2s

NATO Contractor Gives His Opinion On The Dinar RV Timeline

NATO Contractor Gives His Opinion On The Dinar RV Timeline

The Dinar Den:  7-22-2026

The conversation surrounding international currency markets and foreign economic development often circles back to Iraq—a nation positioned at a critical crossroads of geopolitical influence and financial restructuring.

In a recent detailed discussion hosted on The Dinar Den, host Stephen, a long-time entrepreneur and dinar investor, sat down with Guy Ventresca, a former NATO contractor with extensive experience in military logistics and financial analysis.

Together, they unpacked a momentous week of high-level diplomatic activity, domestic policy shifts in Baghdad, and the realistic outlook for the Iraqi dinar.

For observers following Middle Eastern markets, the highlight of recent events was the high-profile visit of an Iraqi delegation led by Prime Minister Al Zaidi to the United States.

This diplomatic mission included key engagements with top U.S. leadership, including President Trump, alongside representatives from various economic, financial, and intelligence agencies.

 These meetings signify a deepening strategic partnership focused on integrating Iraq into the global financial system, stabilizing its domestic economy, and ensuring that international banking standards are strictly upheld across Iraqi institutions.

Central to the discussion between Stephen and Ventresca was Iraq’s ongoing push toward comprehensive banking reforms and anti-corruption measures. To build a sustainable economy capable of supporting currency revaluation, Iraq has been modernizing its Central Bank operations, transitioning toward digital transactions, and curtailing illicit capital flows.

Ventresca emphasized that these systemic changes are essential prerequisites for long-term fiscal health. By aligning with international standards established by organizations like the U.S. Treasury and the International Monetary Fund (IMF), Iraq is laying the groundwork required for greater foreign direct investment and broader currency stability.

Beyond internal financial mechanics, the experts analyzed the complex geopolitical backdrop shaping the region. Drawing from his NATO background, Ventresca provided valuable context regarding Iraq’s delicate balance of power, particularly its proximity to and relationship with Iran.

The conversation highlighted how regional stability remains directly linked to Iraq’s sovereignty and economic independence. As Iraq continues to assert control over its economic policies and reduce reliance on external actors, the prospects for national self-sufficiency and financial growth become increasingly tangible.

While speculation regarding a potential revaluation of the Iraqi dinar continues to circulate among retail investors, both hosts maintained a balanced, grounded perspective. They cautioned against relying on unverified rumors and instead advocated for a measured approach rooted in macroeconomic reality.

Rather than focusing solely on timeline predictions, the discussion centered on personal readiness, sound financial structuring, and long-term planning. Ventresca and Stephen advised market participants to focus on personal financial literacy, understanding tax implications, and seeking professional guidance to handle potential economic shifts responsibly.

Ultimately, the dialogue underscores a pivotal moment in Iraq’s modern development—a transition characterized by strategic international diplomacy, structural banking modernization, and a commitment to economic reform.

https://www.youtube.com/watch?v=cf4xlSV5a-g

News, Rumors and Opinions Thursday 7-23-2026

Ariel: Points to Consider for the Current Status of the Iraqi Dinar

7-22-2026

The Digital Dinar: The Road To The Forex Market (External Financial Operation)

These Are Points To Consider For The Current Status Of The Iraqi Dinar

The following operational steps must be completed in sequence to facilitate a successful redenomination and revaluation of the Iraqi dinar at a target parity of $1 USD = 1 IQD:

Phase II Banking Reform Completion & External Validation

• Full FX access restored to all private Iraqi banks upon completion of phase-one reforms (7 banks have already been reinstated).

• Continued public pressure from the Iraqi Private Banks League and CBI to accelerate compliance among lagging institutions.

• Ongoing direct coordination with U.S. Treasury officials and Federal Reserve counterparts to ensure external validation of new banking architecture.

Digital Payment Infrastructure Hardening

• Finalize integration of licensed electronic payment companies into a unified digital payments system.

• Expand adoption of international standards for cross-border operations and card ceilings.

• Ensure full interoperability with Russian/Japanese/South Korean crypto rails as alternative settlement corridors.

Zero Deletion Execution

• Implement redenomination by removing three zeros from existing dinar notes (e.g., old IQD10,000 note exchanged for new IQD note).

• Complete internal accounting adjustments across government agencies and commercial enterprises.

• Launch public education campaign to minimize confusion during transition.

Gold/Digital Asset Backing Activation

• Public declaration of gold reserves exceeding 170 tons as explicit backing for the new dinar.

• Introduction of asset-backed digital instruments (CBI-issued stablecoins or tokenized gold) to further reinforce market confidence.

Revaluation Announcement & Forex Integration

• Official announcement by the CBI setting the new exchange rate at or near $1 USD = 1 IQD.

• Immediate opening of forex channels for global trading and settlement.

• Coordination with IMF/WTO to ensure seamless integration into international monetary system.

Read Full Article:
https://www.patreon.com/Prolotario1/posts/digital-dinar-to-164460301

https://dinarchronicles.com/2026/07/21/prolotario-points-to-consider-for-the-current-status-of-the-iraqi-dinar/

Courtesy of Dinar Guru:  https://www.dinarguru.com/

Stephen If you have anyone in your life that thinks you’re crazy for believing in or investing in the Iraqi dinar, I would highly recommend sending them this…Not only is Iraq ready to revalue their currency or possibly reinstate their currency to what it was before we invaded in 2003 but there is a very strong precedent.  To me it’s quite obvious what they’re getting ready to do…There was a certain number of boxes Kuwait checked just before they reinstated their currency…If Iraq does a reinstatement of their old rate… $3.78   under Saddam, that would be an amazing outcome.  I think all of us would be very happy with that.  There’s been debate.  Are they going to revalue their currency to a new rate…?  It could be 50 cents…a dollar …$2.00.  We simply don’t know…Kuwait reinstated their dinar back to its former value.    [Post 1 of 2….stay tuned]

Stephen   When Kuwait reinstated their dinar to its pre-war peg of over $3.00 it wasn't an arbitrary decision.  It was backed by immense oil reserves and guaranteed by billions of dollars incoming international partnerships.  Guess what?  Iraq is signing multi-billion dollar partnerships ...For those of us holding Iraq dinar, the 1991 precedent of what Kuwait did is the ultimate proof of concept.  The structural setup for a massive dinar revaluation mirrors Kuwait's journey in several profound ways...The first one is asset-backed sovereignty.  Just like Kuwait in 1991, Iraq sits on some of the largest proven oil and natural gas reserves on the planet.  A currency's true value reflects its resources wealth and the current artificially suppressed rate of the dinar does not match Iraq's massive economic weight.  We all know...Iraq as a program rate of 1310 dinar per US dollar and it's been controlled for 23 years.  I think they're slated for a massive change of that rate which is what we are all waiting for... [Post 2 of 2]

************

IQD Update: Here's What Happened at The Five IMF CBI Iraq Meetings

Edu Matrix:  7-23-2026

Updates on the Iraq currency adjustment and recent meetings in Washington D.C. regarding the reintegration of seven Iraqi banks.

This update covers the diplomatic discussions held on July 18, 2026, where seven Iraqi banks were successfully reintegrated into the global financial system.

We examine how this shift impacts the broader monetary landscape for those tracking the region's economic stability.

 Following the D.C. events, meetings in Baghdad on July 22, 2026, centered on the modernization and regulation of the foreign exchange sector.

This summary breaks down the specific regulatory goals discussed by officials to bring clarity to Iraq financial news and the ongoing efforts to standardize banking operations.

https://www.youtube.com/watch?v=sXhCJwb4ozM

Seeds of Wisdom RV and Economics Updates Thursday Morning 7-23-26

Good Morning Dinar Recaps,

Global Bond Markets Jolt as Oil Surge Revives Inflation and Rate Hike Fears

Rising oil prices driven by escalating Middle East tensions are rippling through global financial markets, pushing government borrowing costs higher and forcing investors to reassess expectations for central bank interest-rate decisions.

Overview

• Oil prices climbed toward $100 per barrel as conflict in the Middle East disrupted major shipping routes and heightened concerns over global energy supplies.

• Government bond yields surged worldwide as investors priced in renewed inflation risks and the possibility that central banks may delay or reverse expected interest-rate cuts.

• Financial markets are increasingly shifting from geopolitical concerns to the economic consequences of higher energy costs and tighter monetary policy.

Key Developments

1. Oil Prices Drive Inflation Concerns Higher

Brent crude rose to its highest level in weeks as continued disruptions near the Strait of Hormuz and Bab el-Mandeb Strait threatened a significant portion of global energy shipments.

Higher oil prices immediately reignited concerns that inflation could remain elevated longer than previously expected, reversing expectations that central banks would soon begin easing monetary policy.

2. Global Bond Markets Sell Off

Investors responded by selling government bonds across major economies, pushing yields sharply higher.

Germany's 10-year government bond yield climbed to levels not seen since the European debt crisis, while U.S., British, and several other sovereign bond markets also experienced significant increases in borrowing costs as investors adjusted to the possibility of prolonged inflation.

3. Central Banks Face Renewed Pressure

Markets are increasingly questioning whether the Federal Reserve and the European Central Bank will be able to reduce interest rates as quickly as previously anticipated.

Higher energy costs could force policymakers to keep monetary policy tighter for longer in order to contain inflation, even as economic growth slows.

4. Investors Shift Toward Defensive Positioning

The renewed inflation outlook has increased market volatility as investors reassess equities, bonds, commodities, and currencies.

Financial markets are now balancing geopolitical risks alongside monetary policy expectations, with energy prices becoming one of the primary drivers of global asset pricing.

Why It Matters

Energy prices remain one of the most important drivers of global inflation.

As oil becomes more expensive, transportation, manufacturing, agriculture, and consumer prices often follow, making it more difficult for central banks to lower interest rates. The result is higher borrowing costs for governments, businesses, and households worldwide.

Why It Matters to Foreign Currency Holders

Interest-rate expectations are among the largest influences on global currency markets.

If central banks delay rate cuts because of persistent inflation, currency valuations, sovereign debt markets, and international capital flows could remain volatile while nations continue adjusting to changing economic conditions.

Implications for the Global Reset

• Pillar 1: Debt

Higher interest rates increase borrowing costs for governments already carrying historically high debt levels, placing additional pressure on fiscal budgets worldwide.

• Pillar 5: Energy

Continued instability around critical energy shipping routes demonstrates how geopolitical events can rapidly influence inflation, monetary policy, and economic growth across the global financial system.

Future Outlook

Markets will closely monitor developments in the Middle East for any signs that shipping disruptions may ease or expand further. Investors will also watch upcoming statements from the Federal Reserve and European Central Bank for indications that rising energy prices are influencing future monetary policy decisions.

Should oil prices remain elevated, expectations for additional interest-rate hikes—or a prolonged period of higher rates—could continue reshaping global investment strategies, government borrowing costs, and financial market performance.

This is not simply about higher oil prices—it reflects the broader transformation of the global financial system as energy security, inflation, debt, and central bank policy become increasingly interconnected.

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources

• Reuters — Oil Price Surge Reignites Inflation Worries Ahead of ECB Meeting

• Reuters — Oil Price Surge Drives Global Bond Sell-Off

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🌱 A Message to Our Currency Holders🌱

If you’ve been holding foreign currency for many years, you were not foolish.
You were not wrong to believe the global financial system would change.

What failed was not your patience — it was the information you were given.

For years, dates, rumors, and personalities replaced facts, structure, and proof. “This week” predictions created cycles of hope and disappointment that were never based on how currencies actually change.

That is not your failure.

Our mission here is different:   • No dates • No rates • No hype • No gurus

Instead, we focus on:
• Verifiable developments • Institutional evidence
• Global financial structure • Where countries actually sit in the process

Currency value changes only come after sovereignty, trade, banking, settlement systems, and fiscal coordination are in place. History and institutions confirm this sequence.

You will see silence. You will see denials. That is not delay — that is discipline.

Protect your identity. Organize your documents.    Verify everything.
Never hand your discernment to anyone who cannot show proof.

You deserve truth — not timelines.

Seeds of Wisdom Team
Newshounds News

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