Summary
- Putin tells FM Araghchi that he’s been in contact with the new Supreme Leader, and says Iran fighting for ‘sovereignty’
- After a weekend of stalemate malaise, Iran reportedly offers new proposal for opening ship traffic, while postponing the thorny nuclear issue
- Trump says peace could come via telephone rather than face-to-face meetings, also warning Iranian oil infrastructure could explode from within unless flow resumes; Tehran later says Trump has requested new talks
- Iranian FM has been sending written messages to US via Pakistani intermediaries
- Israel strikes deep into Lebanon in Beqaa Valley for first time of 3-week ceasefire.
https://www.zerohedge.com/geopolitical/iran-offers-new-proposal-reopen-strait-trump-open-sealing-deal-phone
AND
Trump said Iran could start “exploding from within” in a few days if its oil gets “clogged.” It sounds exaggerated, but there’s truth to it. THE IRAN WATCHER
https://x.com/TheIranWatcher/status/2048454257913860518
It’s like I was saying….Iran will capitulate and terms will get better and better (from US POV) as the oil storage tanks fill up. They are risking their whole economic future by delaying everyday. We don’t need to stop all the oil tankers operating in Hormuz, just enough to make Iran cap their wells as they have reached max oil storage capacity.
Unless Moolahs are willing to phuck over the whole country by capping wells, all of Iran will fade into a footnote and become a beggar 3rd world country. If that path is chosen, pretty sure the people of Iran will get back at the Moolahs by choosing the right time to kill them and remove them from power. IRGC only maintains power by privilege, and that comes from money, which comes from oil flowing. Cut off flowing oil, IRGC eventually falls. Just a matter of time.
The markets have figured out Iran is no military superpower which is why the markets have bounced back…there will be no WWIII. The market is now getting used to the cat and mouse game that Iran is playing, and knows that they will eventually lose. Market is anticipating economic measures that will need to be taken to prevent economic collapse, which is CB money printing. That is why paper assets have already recovered and made new hi’s. The money spigot is about to be opened fully around the world. PM’s will realize this too, and once a semi-agreement is made that seems solid, I see PM’s and PM stocks taking off. Resource war will be back before you know it, and commodities are the place to be. My rare earth stocks are doing quite well today….Ai play is back, and PM play will soon follow. Don’t wait too long to buy.
This might be why your Rare Earth miners are doing well today
https://m.youtube.com/watch?v=MaEQ47qfcU4&pp=0gcJCU8Co7VqN5tD&ra=m
Oh, and each day Iran waits, is less leverage to make a better deal. At a certain point in time, they will become ever more desperate, and get an even shittier deal.
You might want to watch this as part of due diligence
https://goldtadise.com/?p=696373
Thanks, will do