Iran's New Supreme Leader Chosen Under Gunfire — Why Your Energy Bill Just Got Worse

Описание: The Senate voted 47-53 on Wednesday — and with that single vote, removed the last institutional check on this war, handing Trump unlimited authority to continue Operation Epic Fury with no mandatory expiration, no congressional oversight mechanism, and no legal clock forcing a decision.
While the vote was being counted, Iran's Assembly of Experts was simultaneously choosing Mojtaba Khamenei — the late Supreme Leader's IRGC-backed son — as his successor under active bombardment, a wartime decision that the Islamic Republic's own constitution never contemplated and that creates a negotiating counterparty with no institutional legitimacy to sign or honor a ceasefire.
The economic consequence is now structural, not temporary: Brent at $84, gold at $5,520, European gas up 50% week-over-week, S&P down 12% from recent highs at 4,750, Emirates and Etihad grounded indefinitely, QatarEnergy force majeure entering Day 6 — and Goldman's sustained disruption model eliminating every Fed rate cut planned for 2026.
That disappearing rate cut does not arrive as a policy announcement — it arrives as a monthly payment: on your variable-rate mortgage, your HELOC, your credit card balance at 20% APR, and the auto loan that 65% of American trade-ins are already underwater on.

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