Nathan Price

Peace | Space | Trade

[Nathan Price @realNathanPrice]

@JDVance @SecRubio God bless all peacemakers. India and Pakistan have a combined 1.7b ppl—20% on Earth. pax, ad astra 🌏🕊️✨

[Nathan Price @realNathanPrice]

@alexbward I sincerely respect the effort put in by OVP, but drifting interpretations are concerning. Until MOU release, study closely Iranian framing. And Israeli.

[Nathan Price @realNathanPrice]

Peace negotiations 101: you can’t win until the game is over. And as long as you’re negotiating, you’re still in the game.

[Nathan Price @realNathanPrice]

Negotiations 101: Do not speak for counterparty.

[Nathan Price @realNathanPrice]

@alexbward Negotiations 101: never speak for counterparty.

[Nathan Price @realNathanPrice]

@bennyjohnson OVP putting in the work. As someone who also worked in support of a peace process, I can confirm it is forever thankless, and always against long odds. As Lincoln said at Cooper Union, “let us, to the end, dare to do our duty as we understand it.”

[Nathan Price @realNathanPrice]

@alexbward Alex, I formerly backstopped U.S.-Taliban peace talks in INR. As you subtly imply, it won’t fly. We learned all the hard lessons, and then some. Same regional players too.

[Nathan Price @realNathanPrice]

Stable peace agreements are (1) methodically negotiated in a clear neutral format, with (2) fully authorized representation of pertinent parties, and (3) signed in person by said parties.

[Margaret Brennan @margbrennan]

As we reported Thursday, the potential US-Iran truce mentions Lebanon in vague terms and in the context of regional peace.

The Iranian-backed Hezbollah strikes into Israel & the IDF response in Beirut may be testing the terms of that drafted truce. Watch this space.....

[Nathan Price @realNathanPrice]

“I do my own duty: the other things do not distract me. They are either inanimate or irrational, or have lost the road and are ignorant of the true way.”

[Washington Eye @washington_EY]

U.S.–Iran Tensions Rise as Conflicting Signals Emerge Over Potential Deal

While Trump’s team reportedly prepared for a possible Geneva signing ceremony, Tehran insists no agreement has been reached, underscoring a widening gap in public messaging between both sides.

#WashingtonEye

[Nathan Price @realNathanPrice]

“Look back over the past—all those many changes of dynasties. And you can foresee the future too: it will be completely alike, incapable of deviating from the rhythm of the present. So for the study of human life forty years are as good as ten thousand: what more will you see?”

[Nathan Price @realNathanPrice]

@CommodMkt The Iranian strategy is to hurl us onto the reserve floor. Negotiations delay.

[Nathan Price @realNathanPrice]

Peace negotiations 101: the tyranny of logistics.

[Jeffrey Currie 🆔++ @CommodMkt]

The abundance illusion.

Carter admitted the scarcity. It was honest. It was politically fatal.

Every Administration since drew the obvious lesson: never admit to scarcity. Talk the price down. Release the reserves. Call it abundance and hope the problem resolves itself. It has worked for the past 50 years.

839 institutional investors. Record two-thirds expect oil prices to fall further. Even retail: oil ETF shorts exceed longs for the first time ever.

The template is working.

It has always worked. Until the buffer runs out.

SPR 415→349mb. Global stocks drawing 6mb/d.

That’s not supply responding to price. That’s inventory responding to price. And inventory, unlike production, has a floor.

You cannot destock your way to energy security.

See my latest note https://t.co/ktBpOCEf1U

[Nathan Price @realNathanPrice]

Peace negotiations 101: everyone tests redlines. Everyone.

[Nathan Price @realNathanPrice]

Peace negotiations 101: ceasefire, like military intelligence, is a contradiction.

[Nathan Price @realNathanPrice]

Peace negotiations 101: neutral third party mediation—out of theater.

[Nathan Price @realNathanPrice]

Congratulations to the SpaceX team for another milestone! 🚀

[Nathan Price @realNathanPrice]

Meanwhile in South Korea, union negotiations at Samsung remain broken down as of mid-day 15 May local. Union members still plan to strike 21 May after deeming Samsung's response to their 10:00am deadline insufficient. This risks U.S. semiconductor RAM supply chains, as I warned over two weeks ago 26 April to select readers in a Footnoted Flash¹.

[Nathan Price @realNathanPrice]

https://t.co/1CrCL07haS

[Nathan Price @realNathanPrice]

@howardlutnick Swim to the U.S. Reshore, as I argue in my paper today.

[Nathan Price @realNathanPrice]

From data, to detente...and a little deterrence. Ahead of the Trump-Xi China meeting, I argue for peace to ensure stability of the U.S.-Taiwan semiconductor trade.

[ITA @TradeGov]

📣 Today @CommerceGov and @MOTIRKoreaEng signed an MOU establishing the Korea-U.S. Shipbuilding Partnership Initiative and Center to strengthen bilateral cooperation in commercial shipbuilding, workforce development, industrial modernization, and maritime manufacturing investment. 🚢⚓️

Learn more: https://t.co/3xMfbI4aV3