Nothing lasts forever, I suppose.
Category: iran
‘The Bullish Conclusion Is Simple’: Analysts Quickly Adapt To Oil’s New Reality As Japan To Stop Importing Iranian Oil In September
“This could leave the oil markets vulnerable to even minor output disruptions.”
‘Zero Tolerance’ Policy On Iran Will ‘Likely’ Push Oil Prices To $120/bbl, One Bank Says
“A complete cutoff of Iran exports would be very hard to manage”.
Trump Wakes Up, Details Imaginary North Korea War, MS-13 ‘Infestation’, Obama’s ‘Big, Bad’ Iran Citizenship Plot
“It feels like he is on a highway driving against the traffic and is pushing the gas pedal.”
Iran Says Saudi Arabia Is ‘Walking Out Of OPEC’ By Entertaining Trump’s 2 Million Barrel Bombast
“… there is no way one country could go 2 million b/d above their production allocation unless they are walking out of OPEC.”
Trump Wakes Up, Says ‘Maybe’ Saudi Arabia Will Upend Oil Market With 2 Million Barrel Production Increase
“”Good morning, this is your President, coming to live on Twitter from my bedroom, and I’d like to share some highly confidential, highly sensitive geopolitical news with you”…
The Whites Of Their Eyes.
It’s a war now.
OPEC Deal Hangs In The Balance As A Lukewarm Iran Still Irritated At Trump
“We’ll see what happens”.
‘We Call Upon Our Brothers And Russia Not To Appease Trump’: Iran Says 3 Members Will Veto OPEC Supply Hike
“We as Iran, and I hear Iraq and Venezuela, are against any increase in OPEC production.”
‘We Highly Recommend Not Riding This One Out’: As Oil Passes $80, Goldman Reiterates Commodities Case
“And this current rally likely has room to run, particularly from a returns perspective, as the current fundamental backdrop for oil is now more bullish than we had expected as strong demand now faces supply disappointments.”
U.S. Sanctions Hassan Nasrallah, Targets Hezbollah Senior Leadership In Notable Escalation
This will not be well received.
Word Is Bond.
Dat’s yo’ word, son?
Steve Mnuchin’s Treasury Sanctions Iran’s Central Bank Governor For Funneling Money To Soleimani, Quds, Hezbollah
“It is appalling, but not surprising.”
Counting Dollars: Full Week Ahead Preview
Here’s what’s in play.
What Does History Say About Mideast Turmoil, Crude And Inflation?
More questions than answers, as per usual.
Nuclear Football.
And that’s the week.
Iran Thinks Trump Has Secret Plan With ‘Some OPEC Members’ To Drive Up Oil Prices
I mean, I guess you never know.
The Day After.
One day on…
10Y Yields Are Back Above 3% And Oil Is Surging – What Happens Next?
10Y yields rose above 3% again overnight, so I guess Jamie Dimon is getting closer to being “right” all the time.
Hold My Beer While I Poke This Hornet’s Nest.
Well, he did it.
It’s Official: Trump Exits Iran Nuclear Deal, Accuses Tehran Of ‘Nuclear Blackmail’
TRUMP SAYS U.S. WILL EXIT THE IRAN NUCLEAR DEAL
Trump Will Withdraw From Iran Deal, Let Sanctions Go Ahead, Crude Whipsawed
Draw your own conclusions.
Here’s What’s At Stake In Trump’s Tuesday Announcement On The Iran Nuclear Deal
“The ratings will be tremendous.”
Problems Are Emerging.
Who said EM meltdown?
And Now, Back To Your Regularly Scheduled Minefield Sprint: Full Week Ahead Preview
So yeah, cue the mascot minefield meme.
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