My last post on X: For all those who mock me, I am the one holding no oil and gas stocks since last Thursday while your brilliant buy/hold strategy has the value of your investment in these stocks steadily falling. And this is just the beginning as WTI moves to <$70 very soon🖕

“People shouldn’t read too much into the language of the MOU,” one US official told me, describing the agreement as a “political document.” “What’s more important than the actual document is the understandings we have with each other... We came up with language that allows (Iran) to say what they need to say for their domestic politics.”

It's not "a deal". It's an MOU setting terms for a cease fire (end of Op EPIC FURY) necessary to enable diplomacy working towards a Mid East peace deal (treaty, accord, agreement, etc). Why is this so difficult for supposedly smart people to understand?

It's like I told @MarioNawfal earlier today: enjoy the next 96 hours. Because this thing is kicking off again soon.

Axios (via Mossad) has leaked the deal. I have listened to a great discussion on @MarioNawfal with @WeTheBrandon I have one question that nobody has just asked yet: WHERE WILL THE UNSANCTIONED IRANIAN OIL GO? To China, as before, or USA?

US banks all dropping WTI forecasts is a contra. Was in 2025 when prices were setting lows. Was in April when forecasting $150 in a panic. Is now “post-deal”. This isn’t hard. Once dust settles WTI with a 7-handle is good value post-reset. Higher for longer.

“Money itself it a direct input into Iranian military power.” Iran can buy an awful lot of S-400 and S-500 systems with hundreds of billions in the kitty. It can invest more in heavier, more powerful missiles; including hypersonic IRBMs with terminal maneuvering. In a few short years, Iran will field ICBMs. It will be investing a whole lot more in electronic warfare and ISR. It is likely to buy at least a few military satellites ‘in orbit’ from China. And it will almost certainly deploy its own geostationary satellites. Bibi should just get that heart attack now and get it over with.

Its a good selling point in that them being bought into it this time and accepting Iran as a reality means that there is no real coalition against a deal unlike 2015. They will use economic integration as a means of stabilizing the relationship.

Unless there's a new flare up around Iran, #Oil exports from the middle east are going to ramp faster than most think. As I bet some of my colleagues on @SquawkCNBC and @SquawkStreet yesterday ... gasoline likely back to $3.25-$3.50/gallon nationally within 2 weeks. Much more on @PowerLunch today with a great guest host on all things Fed, markets, bonds and - yes - oil and inflation.

JD Vance on the Iran peace deal: If Iran is funding Hezbollah, we're not going to allow a bunch of unfrozen assets to flow to the Iranians.

⚡️⭕️ Hebrew Channel 12 from a security source: A significant decrease in Israeli army operations in Lebanon

⚡️🚨 BREAKING: Tehran threatens Tel Aviv before the Cabinet meeting Statement issued by Khatam al-Anbiya Headquarters: The terrorist Zionist entity's army violated the ceasefire in southern Lebanon 84 times in the past two days, after the American president announced the end of the war, and continues to commit crimes and massacres against the oppressed Lebanese people. If the child-killing Zionist entity's army does not cease its evil in southern Lebanon, it should expect a harsh response from the mighty Iranian armed forces.

Fortunately @SecRubio made clear that Iran & Hezbollah aren’t linked in a deal. @Israel doesn’t need Iran permission to defend itself. The tether of terror must end.

What are the current odds that Israel will really mess up this Friday’s party?

BREAKING: Iran is now allowed to immediately sell oil and fuel under the deal, with all banking, transportation and insurance sanctions waivers taking effect immediately upon Friday’s signing. This comes on top of the lifted naval blockade and full Iranian authority over the Strait of Hormuz, per WSJ. An Iranian supertanker carrying crude oil already left Chabahar Tuesday and crossed the US blockade, sailing out of the Gulf of Oman with its location tracker active, the first such instance since the blockade began in April.

Channel 12 has released the MOU between the US and Iran 1. Iran, the US and their allies will cease hostilities, including in Lebanon 2. Iran reiterates its commitment not to develop or acquire nuclear weapons 3. US and Iran pledge to resolve issue of disposal of enriched uranium stockpile 4. US and Iran to discuss enrichment issue and Iran's nuclear needs 5. Iran will maintain status quo on its nuclear program as long as negotiations continue 6. The US will lift the naval blockade, not impose new sanctions, and will not increase forces in the region during the negotiations. 7. Iran will make the necessary arrangements to ensure safe passage of commercial vessels through the Strait of Hormuz, free of charge, for 60 days. 8. US pledges to make frozen Iranian assets available for use with implementation of MoU 9. If a final agreement is reached, the US will withdraw its forces within 30 days and lift all sanctions on Iran. 10. Any final agreement will include a plan to establish a $300 billion fund for Iran's reconstruction. 11. US to give Iran temporary sanctions waivers to sell oil during negotiations 12. Negotiations will be held between Iran and Oman with the participation of Gulf policy to define "arrangements regarding shipping and maritime services"

Tom is a friend, but this is deeply irresponsible nonsense. It could have been written by any anti American podcaster. In fact, he might be a good guest for Candace. I don’t get it, Iran’s leadership and most of its military is gone. What did we lose?

...4 shares because they own them... very small retail left. $TRAW contains 2 Drugs... next move is to sell one off, just like thier history shows them doing because they are not going to sell @Roche buy 1 drug, take 2 #KnowB4UInvest SENTINEL sees everything in 12 seconds flat!

I am really curious how many people understands why oil keeps dropping, and why the reason it drops outperforms SoH removed supply.

Market is bracing for a wave of ME barrels. No other way to read Dubai in contango and Brent spreads below $1