It should be clear by now that regardless of the endless tweets and claims that a deal is only hours away from being signed, the chances of a deal being reached quickly are very low. I'm starting to wonder if Trump's 'Labor Day' comment might be optimistic....
‼️ADVISOR TO IRAN'S SUPREME LEADER MOHSEN REZAEI: TRUMP WANTS TO PRESSURE US INTO ACCEPTING HIS CONDITIONS WHILE KEEPING OURS ‘IN A VAGUE STATE’
REZAEI: CURRENT DRAFT OF CEASEFIRE AGREEMENT HAS AMBIGUITIES THAT NEED TO BE CLARIFIED
I think $CVE is sandbagging it with timing of hitting net debt target. Last Q, net debt headline # change just 234M but that was influenced by 1.1B non-cash working capital. Excess fund flow (EFF) was 1.7B and ~1.3B net of divy payment. So 1.3B-1.B gives us ~net debt change
HRH Prince Abdulaziz, likely the most informed and plugged-in energy expert on the planet: “for me to be silent is a humble admission of the fact that I don’t know what will happen, not tomorrow but in half an hour time.” There is no playbook for what we are going through!
Channel 12 Hebrew:
No progress in the negotiations between Iran and the United States
Washington has asked Tehran to submit its response before the end of the week
Washington has informed Tehran that the signing ceremony of the agreement with it will take place in Switzerland
Washington has warned Tehran "either an agreement or a military strike"