RE: Changes in Iraq25 Mar 2026 08:38
Yeah, this slant is certainly more accurate than the likes of Rog or Belgrano, who are ill-informed and merely talking through their investments. We could all do that but what's the point?
The Iranians hold the straight. Their oil is flowing from it, as India received a huge shipment in the last few days, but they have the rest of it wired to blow or any tankers that dare sail through it are in easy reach of their warheads.
They hold all the cards, like the Russians do in Ukraine which, on the point, the word is that Putin has warned Netanyahu that if he were think of Nuking Iran, Russia will immediately strike Israel with the same strength.
Trump is playing and appeasing the markets by making announcements at the end of the week, as to maximise or limit their impact.
Yes, everyone will be looking to de-escalate, but no one party with as much haste as the US. The Iranians will make them sweat first.