WTI $94 · DXY 99 · VIX 24 · GPR 117
Brent crude holds below $100 after a mid-week spike to $110, sustained by a 13-million-ton LNG deficit at Ras Laffan that no Hormuz reopening can fix; meanwhile, Treasury Secretary Bessent’s Iranian sanctions relief float and Nvidia’s H200 restart signal that US policy coherence is the second casualty of the Iran war, …