🚨 OIL COLLAPSES AS U.S. FLOATS IRAN PEACE PLAN
Brent crude is now below ~$95, as markets rapidly price in de-escalation with Iran.
At the same time, the U.S. is proposing a “15-point plan” that reportedly includes:
☢️ Iran halting nuclear weapons development
⚙️ Limits on uranium enrichment and nuclear sites
🚀 Restrictions on ballistic missile programs
🛢️ Reopening the Strait of Hormuz
🕊️ A ceasefire framework to begin negotiations
Some proposals also include sanctions relief and security guarantees in exchange.
Here’s the key:
✅ Nothing has actually changed on supply.
✅Hormuz is still restricted and flows remain tight.
Oil, inflation, and markets are all moving on expectations right now.
Brent crude is now below ~$95, as markets rapidly price in de-escalation with Iran.
At the same time, the U.S. is proposing a “15-point plan” that reportedly includes:
☢️ Iran halting nuclear weapons development
⚙️ Limits on uranium enrichment and nuclear sites
🚀 Restrictions on ballistic missile programs
🛢️ Reopening the Strait of Hormuz
🕊️ A ceasefire framework to begin negotiations
Some proposals also include sanctions relief and security guarantees in exchange.
Here’s the key:
✅ Nothing has actually changed on supply.
✅Hormuz is still restricted and flows remain tight.
Oil, inflation, and markets are all moving on expectations right now.
🚨 OIL COLLAPSES AS U.S. FLOATS IRAN PEACE PLAN
Brent crude is now below ~$95, as markets rapidly price in de-escalation with Iran.
At the same time, the U.S. is proposing a “15-point plan” that reportedly includes:
☢️ Iran halting nuclear weapons development
⚙️ Limits on uranium enrichment and nuclear sites
🚀 Restrictions on ballistic missile programs
🛢️ Reopening the Strait of Hormuz
🕊️ A ceasefire framework to begin negotiations
Some proposals also include sanctions relief and security guarantees in exchange.
Here’s the key:
✅ Nothing has actually changed on supply.
✅Hormuz is still restricted and flows remain tight.
Oil, inflation, and markets are all moving on expectations right now.
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