Marius Botha retweeted
Here’s what a deal negotiated from a position of strength looks like:
Iran reopens the Strait of Hormuz.
The U.S. lifts its naval blockade.
Iran dismantles its nuclear program.
The U.S. provides phased sanctions relief.
Iran stops funding and arming its proxy network.
The U.S. provides additional sanctions relief.
Iran abandons its long range missile program.
The U.S. provides additional sanctions relief.
Iran ends its systematic human rights abuses and opens the country to meaningful reform.
The U.S. and its allies support economic reconstruction and investment.
Hezbollah withdraws from southern Lebanon and disarms.
Israel fully withdraws from Lebanon.
Everything is based on performance.
No upfront rewards. Iran acts first. The benefits come after.
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Qatar has begun bringing some of its liquefied natural gas tankers back toward the Middle East as it prepares to ramp up exports once the Strait of Hormuz reopens under a US-Iran deal, Bloomberg reported on Wednesday, citing ship-tracking data.
At least four empty LNG vessels owned by Qatar recently began heading back toward the region after idling or sailing in another direction, while another Qatar-chartered ship is also heading there, the report said.
The tankers are signaling Ras Laffan, the world’s largest LNG export plant in Qatar, as their next destination.
Four other Qatar-linked tankers are idling in the Gulf of Oman and could try to pass through Hormuz into the Persian Gulf, Bloomberg reported. It said Qatar has not brought an empty vessel into the Persian Gulf since the war began in February
MarcBörse Invest retweeted
Trump: Strait of Hormuz will be toll free when it reopens permanently.
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Doofulz retweeted
>US withdraws all forces
>300 billion for Iran
>US unfreezes all assets
>US removes all sanctions
>US reopens Iranian oil exports
>obama nuclear deal reinstated
15h
Saudi outlet Al Arabiya is publishing, it claims, the memorandum of understanding between the United States and Iran.
Its clauses, in brief:
- An immediate and permanent end to the war on all fronts, including Lebanon.
- The U.S. will immediately lift the naval blockade on Iran and prevent “any interference” on the matter.
- The U.S. will withdraw all its forces from the region within a month of concluding a final agreement.
- Iran will lift the Hormuz blockade within a month.
- The U.S. and its “regional partners” commit to formulating a plan for Iran’s reconstruction — funded with at least 300 billion dollars.
- If the final agreement is implemented, the U.S. will remove all current sanctions on Iran, including all U.N. and IAEA resolutions.
- Iran commits: “We will never produce nuclear weapons.” The issue of enriched uranium will be settled in the final agreement. Until such an agreement is reached, the U.S. allows Iran to remain in the current status quo of its nuclear program.
- The U.S. will authorize the export of Iranian crude oil — including banking, insurance, and shipping — and Washington will release all frozen Iranian funds.
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Aberdeen Beach reopens after bomb squad removes 'unexploded ordnance'
aberdeenlive.news/news/aberd…
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OIL INVENTORIES AT 43-YEAR LOW: EXPERT PREDICTS BRENT ABOVE $100 THIS SUMMER
Bob McNally, president of Rapidan Energy Group, just delivered a direct assessment of why the oil market remains far from normal. Even if the Strait of Hormuz reopens by the end of June, commercial tankers will return only gradually while inventories have already crashed to historic lows. The combination of those depleted stocks and a powerful demand rebound from Asia creates a tightening setup that few traders have fully absorbed.
THE HORMUZ REALITY
➡️ It will take through the end of this month before it is really safe and clear for commercial vessels to start moving through Hormuz.
➡️ Agreements must be signed and insurance secured before operators will risk the transit.
➡️ Channels need to be fully cleared of mines for tankers from Europe and the United States to move safely.
➡️ If the MoU holds, a trickle of vessels will gradually become a steady stream.
THE INVENTORY CRISIS
➡️ Gasoline inventories sit at an 11-year seasonal low in the United States.
➡️ Distillate stocks have reached a 29-year seasonal low.
➡️ Crude petroleum reserves just hit a 43-year low.
➡️ These deep stock draws will continue for months as the system works through the disruption.
THE PRICE OUTLOOK
➡️ McNally expects Brent to make another pass above $100 a barrel in July and August.
➡️ Global summer demand rises by about 1.5 million barrels per day.
➡️ Record export levels are adding to an already tight market.
➡️ "I'll be surprised if we can sustainably go much lower," he stated on current price levels.
THE DEMAND REBOUND
➡️ Asia has been on a crash diet since late February, holding back crude purchases.
➡️ Pent-up demand will surge back as countries rush to refill and expand strategic reserves.
➡️ China wants to build even bigger reserves than it held before.
➡️ This demand wave could outpace the return of supply from the Arabian Gulf.
THE BOTTOM LINE
Low inventories and explosive pent-up demand from Asia are about to collide just as Gulf supply struggles to return at full speed.
The oil market is heading into a high-conviction summer where even a successful Hormuz reopening will not prevent prices from testing sharply higher ground.
#OilInventories #HormuzReopen #BrentOil #EnergyMarkets #OilPriceSpike #AsiaDemand #InventoryCrisis
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A Brazilian Fintech IPO Reopens a Long-Shut Window on Wall Street ift.tt/ORna40Y
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Here’s how to claim one of 100 free coffees a day as Shell Oakdale Service Station reopens after upgrade
#AD #Shell #Oakdale #Harrogate #FreeCoffee #Bakery #Groceries #Amazon #InPost #Toilets
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Here’s how to claim one of 100 free coffees a day as Shell Oakdale Service Station reopens after upgrade
#AD #Shell #Oakdale #Harrogate #FreeCoffee #Bakery #Groceries #Amazon #InPost #Toilets
trib.al/ZwAvVDC
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