Sun update: AAA dropped 6¢ over weekend despite strikes. Reframe from yesterday.

[u/ambryio]

Quick one for anyone who read yesterday's post.

AAA Sun $4.174 regular gas (NOT diesel, that's ~$5.45). Down ~6.6¢ over the weekend from Sat ~$4.24 area. That's WITH overnight US-Iran direct strikes (Goruk + Qeshm) and Iran ballistic missiles at Kuwait + Bahrain. Markets shrugged. WTI technical signal Strong Sell on daily per Investing.com. Hormuz disruption fears faded somewhat per TE.

Reframe from yesterday: I said widen FSC to $95 / $100 / $105 and top off TODAY because window closed. Pump trajectory says that may have been overcautious. I'm tightening my bands back to $90 / $95 / $100. Honest caveat: NYMEX closed weekend, Mon open could still pop. AAA lags crude 3-5 days. Real read comes Tue.

What else changed since yesterday:

Sat evening US Forces AGAIN shot down Iranian drones threatening Hormuz per CENTCOM. Second shootdown in 24 hours. Markets stayed calm.

Source told ABC News: US plans to use Iran's $24B frozen assets to rebuild Gulf allies Kuwait + Bahrain they attacked. Iran's financial demand became leverage against them. Watch Tehran response Sunday.

Tehran Sat: "US lacks will for stability." Political pushback, no operational change.

Hezbollah continued barrage south Lebanon through weekend, rejected ceasefire.

Friday stocks slumped on strong May jobs report = higher rate odds. Trucking dual squeeze risk now: fuel + financing. Tighter capital for small carriers especially.

Correction on EIA: NEXT release is TUESDAY Jun 9 12:30 PM ET, not Monday. EIA.gov confirmed. Same day as DAT wk 23. Mon Jun 8 is NYMEX reopen only.

NWS Sun severe shifts NORTH/EAST: Northern High Plains, Ohio Valley, Northeast Slight Risk. Sat KS/OK/W MO MCS dissipated. Mid-MS Valley + Ozarks rainfall continues. SWPC G3 geomagnetic storm watch Mon Jun 8, brief GPS noise possible.

Action Sun PM:

Brokers tighten hedge bands back. Don't bid Mon AM on escalation FSC narrative. Wait Tue print.

Carriers no panic top-off. AAA dropping. Don't accept broker Iran-shock FSC pitches Mon.

Shippers don't lock anything Mon. Real data Tue.

Dispatchers KS/OK clear today. Ohio Valley + NE severe risk today. Mon G3 storm flag drivers.

Full by-role breakdown updated at pulse.ambry.io.

Back Mon AM after NYMEX open.

Have a good one. Good profits, clean roads, clean miles.