🆕 Newsmakers — 2:30p ET, 2026-08-10 — new since last alert

📰 NEW MARKET THEMES: • Five catalysts combine to create ‘one of the more compelling upside setups we have seen in precious metals' – Citadel Securities' Rubner The current market environment offers precious metals investors “one of the more compelling upside setups we have seen in precious metals in months,” according to Scott Rubner, Head of Equity and Equity Derivatives Strategy at Citadel Securities.Citadel Securities, the largest r… — kitco.com · 08/10 2:08p https://www.kitco.com/news/article/2026-08-10/five-catalysts-combine-create-one-more-compelling-upside-setups-we-have • Anas Alhajji On Hormuz Risks, LNG, And SPR Myths Alhajji says the key risk remains the Strait of Hormuz, explaining why most proposed bypass pipelines or canals are no longer practical due to drone threats and economics. Anas also suggests OPEC+ could instead coordinate the buildup of large strategic inventories in consuming c… — seekingalpha.com · 08/10 2:06p https://seekingalpha.com/article/4934212-anas-alhajji-hormuz-risks-lng-spr-myths • How Can China Win the AI Race Against the US? As the US-China AI race intensifies, investors are weighing not only access to chips and capital, but which companies have competitive advantages that can endure for decades. Paulina McPadden, investment manager of International Concentrated Growth Strategy at Baillie Gifford, d… — youtube.com · 08/10 1:47p https://www.youtube.com/watch?v=owLAxrbN78A • Iran has figured THIS out: Former Energy secretary Former Energy Secretary Dan Brouillette analyzes the impact of Strait of Hormuz tensions on global crude oil prices and discusses Bill Gates and Warren Buffett backing a new nuclear plant in Wyoming. — youtube.com · 08/10 1:30p https://www.youtube.com/watch?v=4lQhh_r7AfM • Trump extends Jones Act waiver for 90 days, narrows scope President Donald Trump has extended for 90 ​days a waiver allowing foreign-flagged ships to transport oil and ‌other commodities between U.S. ports, but imposed new limits after shipbuilders and their allies in Congress argued the policy was undermining the domestic maritime ind… — reuters.com · 08/10 1:15p https://www.reuters.com/world/us/trump-extends-jones-act-waiver-with-some-limitations-white-house-official-says-2026-08-10/

— new items only (already-sent headlines filtered). Full list in the 10am/3pm digest.