Joined April 2010
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Royen Capital ✈️👨🏿✈️🇱🇷💹🛢️🌊⚽ retweeted
LOL. Not till Friday guys.
טראמפ מבהיר: מצר הורמוז ייפתח רק ביום שישי אחרי החתימה הרשמית על ההסכם
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Royen Capital ✈️👨🏿✈️🇱🇷💹🛢️🌊⚽ retweeted
So Israel already says it's not bound by the peace agreement
So basically the agreement is dead on arrival
Netanyahu informed Trump that Israel will not pull IDF forces from Lebanon and does not consider itself bound by the Lebanon clause in the U.S.-Iran agreement.
- Maariv
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Royen Capital ✈️👨🏿✈️🇱🇷💹🛢️🌊⚽ retweeted
I am owed money and I will be paid
JUST IN: Oil executives warn critically low stockpiles could drive prices higher even with Hormuz reopening.
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Royen Capital ✈️👨🏿✈️🇱🇷💹🛢️🌊⚽ retweeted
Eventually production losses like this will matter.
You need physical barrels to run a modern global economy and no amount of Presidential tweeting will change that....
Typically Iraq exports over 4.2 Million barrels PER DAY from its southern port. This is under 1 million barrels per day
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Royen Capital ✈️👨🏿✈️🇱🇷💹🛢️🌊⚽ retweeted
JUST IN: Oil executives warn critically low stockpiles could drive prices higher even with Hormuz reopening.
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Royen Capital ✈️👨🏿✈️🇱🇷💹🛢️🌊⚽ retweeted
This is Iran’s set of red lines from the start. Did Trump actually agree to this? Has the WH confirmed this utter and complete humiliation of the United States? Even Hormuz will still be “Under Iranian arrangements.”
IRAN'S MEHR SAYS THE 14-ARTICLE DRAFT MEMORANDUM OF UNDERSTANDING BETWEEN IRAN AND THE U.S. INCLUDES:
* COMPLETE LIFTING OF U.S. NAVAL BLOCKADE WITHIN 30 DAYS
*WOULD SUSPEND SANCTIONS ON IRANIAN OIL AND PETROCHEMICAL SALES
* IMMEDIATE, PERMANENT HALT TO WAR ON ALL FRONTS, INCLUDING LEBANON
* REOPENING STRAIT OF HORMUZ WITHIN 30 DAYS UNDER IRANIAN ARRANGEMENTS
* NECESSITY FOR U.S. AND ALLIES TO PRESENT RECONSTRUCTION PLANS FOR IRAN AMOUNTING TO AT LEAST $300 BILLION
*ENVISAGES 60 DAYS OF TALKS ON NUCLEAR ISSUES AND FULL SANCTIONS LIFTING
*DRAFT EXCLUDES IRAN'S MISSILE PROGRAM AND SUPPORT FOR RESISTANCE GROUPS FROM FINAL TALKS
*CALLS FOR RELEASE OF $24 BLN IN IRANIAN BLOCKED FUNDS DURING TALKS
*HALF OF IRAN'S $24 BLN BLOCKED FUNDS MUST BE AVAILABLE BEFORE FINAL TALKS START
*FINAL IRAN-U.S. AGREEMENT WOULD BE ENDORSED BY U.N. SECURITY COUNCIL RESOLUTION
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Royen Capital ✈️👨🏿✈️🇱🇷💹🛢️🌊⚽ retweeted
Trump can’t tweet nonsense anymore
Now anything he says is a step away from a deal
Now all that’s left for oil is the math. How’s your math?
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Royen Capital ✈️👨🏿✈️🇱🇷💹🛢️🌊⚽ retweeted
BREAKING: Iran says the US has agreed to pay $300 billion in reconstruction funds directly to Iran as part of the deal Pakistan announced, alongside the release of $24 billion in frozen funds with $12 billion released before negotiations even start, per Mehr News.
This directly contradicts Trump's & Vance's claim that no funds will be transferred to Iran at all.
If Trump denies this is true, there never was a deal. If Trump confirms, the US has fully capitulated to Iran's demands.
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We get an API and EIA inventory report before that day too
Took an hour for the Strait’s opening to slip from immediately to 5 days from now.
“for purposes of mine removal”
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Royen Capital ✈️👨🏿✈️🇱🇷💹🛢️🌊⚽ retweeted
alright, let’s see how many ships Tehran lets through tomorrow
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Royen Capital ✈️👨🏿✈️🇱🇷💹🛢️🌊⚽ retweeted
Iran deputy foreign minister: text of MoU to be published after official signing
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Royen Capital ✈️👨🏿✈️🇱🇷💹🛢️🌊⚽ retweeted
🇮🇷🇺🇸 Iran’s Deputy FM Kazem Gharibabadi:
"All of Iran’s positions and important issues have been included in the draft memorandum."
Tehran claims total victory on the core red lines as signing approaches.
Source: Tasnim via WarFront Witness on Telegram / Writer: Oliver
🇮🇷 Iran’s Deputy FM Gharibabadi via Tasnim:
"The enemy has been defeated on all counts. Iran achieved major victories. All of our key positions made it into the final text."
Tehran’s doing a victory lap as the deal moves forward.
Source: WarFront Witness on Telegram / Writer: Oliver
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Royen Capital ✈️👨🏿✈️🇱🇷💹🛢️🌊⚽ retweeted
Took an hour for the Strait’s opening to slip from immediately to 5 days from now.
“for purposes of mine removal”
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Royen Capital ✈️👨🏿✈️🇱🇷💹🛢️🌊⚽ retweeted
BREAKING: Netanyahu directly rejects the Lebanon clause of the US-Iran agreement announced by Pakistan, telling Trump the IDF will not withdraw from Lebanon and that Israel does not consider itself bound by the clause, per Maariv.
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Iranians know how to use up the clock better than the San Antonio Spurs
3 texts!
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RT @HFI_Research: Friendly reminder that Cushing’s relevance isn’t what it used to be.
I guess June 22 can prove me wrong.
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Royen Capital ✈️👨🏿✈️🇱🇷💹🛢️🌊⚽ retweeted
Jun 13
We are still literally hearing opposite news from opposing sides about what the deal actually is
Jun 13
Senior US official: The agreement obliges Iran to open the Strait of Hormuz as a fundamental condition, and it is likely to be opened without any fees.
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Agreed. I don't get the "Cushing doesn't matter rhetoric" especially when it's paired with the largest SPR draws in modern history
It matters a great deal. Most physical deals in the US are transacted as a diff to physical WTI (to limit credit exposure). Each side has to physically deliver WTI to settle.
When things are tight WTI closes to Brent to limit exports as well.
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This sounds like a glorified cease fire agreement.
شهباز شریف، نخستوزیر پاکستان درباره توافق ایران و آمریکا:
ما به یک توافق صلح، بیش از هر زمان دیگری نزدیک شدهایم. انتظار میرود نهاییسازی آن طی ۲۴ ساعت آینده انجام شود. پاکستان در حال آمادهسازی برای امضای الکترونیکی این توافق بلافاصله پس از آن است و سپس هفته آینده مذاکرات فنی در سطح کارشناسی آغاز خواهد شد.
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