
Pulse Briefing: Oil surged past $107/barrel, US SPR fell 40-year, Treasury yields resumed climbing - Monday, September 28, 2026
Oil surged past $107 a barrel after Trump rejected Iran's Strait of Hormuz reopening proposal, compounding a report that eight US Marines were injured in an Iranian missile strike and that five British nationals were arrested near RAF Fairford on suspicion of a terror plot. The US Strategic Petroleum Reserve has fallen to a 40-year low as winter approaches, and mediators are pressing Iran for nuclear concessions to revive stalled ceasefire talks. The Pulse Briefing is a daily preparedness-intelligence briefing on the national and geopolitical developments that matter for prepared families…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.