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The Universal Owner — Monday, July 27, 2026: Kuwait's pipeline deal is expected to yield $7.85bn at closing. Nvidia is reportedly discussing $250bn. Who is adding up the guarantors?

Three of the largest capital structures announced in 72 hours were not purchases. They were guarantees, leases and frameworks — while marine insurance walks away from Hormuz.

The Universal Owner — Monday, July 27, 2026: Kuwait's pipeline deal is expected to yield $7.85bn at closing. Nvidia is report

The Universal Owner · Daily podcast · Monday, July 27, 2026

Three of the largest capital structures announced in 72 hours were not purchases. They were guarantees, leases and frameworks — while marine insurance walks away from Hormuz.

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