@SStapczynski When will the EU start to really bid up LNG? The storage needs to get refilled and this delay will only make it worse in a few months even if Qatar reopens
@KrisPatel99 I think give it 2 weeks if the strait doesn’t reopen we will get there. In any case all the people thinking we will get oil below 80 if a deal is announced are very wrong
@Lexonefun@UnintendedCons5 You need demand destruction so price will spike then demand destruction then recession and a lot of inflation. But we will get a few 100 peace headlines in the process.
@monnakll@MarioNawfal Yes they are manipulating their ppl like Trump is trying to manipulate everyone into thinking this will be any better than the Obama deal.
@VGDeepDive Hormuz will reopen eventually but high LNG prices will remain high for a while and next year there is a lot more capacity coming online for VG.
I think we will see much higher TTF prices in Q3 and Q4 even if the strait reopens tomorrow.
@CaktusJxck I kinda think they are stalling till Hajj season in Saudi is finished before they start strikes again. Unless Trump is really willing to give them the strait, sanctions relief, and there money back for a promise to discuss uranium later.
@ItsTheEnforcer@prestonstew_ This seems significantly worse than that. Iran knows they won’t be attacked again considering how they control the Striat. All Trump is getting in the MOU is “we will discuss uranium enrichment later.”
@yourr_finans@TedPillows If this was the first time then maybe but this has happened every week for the past 2 months. It was axios then Pakistan now it’s Al Arabiya
@TheNewsProfesor@VantagePointHQx@KobeissiLetter If everything was destroyed and you won why are they getting better terms? If this is the actual deal then this was a net positive for the IRGC.