May. 14 at 11:09 PM
$GOOGL $AMZN $NVDA $SPY All the supposed "mediator" nations are benefitting from this war continuing. Why would they want it to end?
1. Pakistan - Basically thrown a financial lifeline by Saudi, US and IMF because of mediations. Longer it goes, the better.
2. Saudi - Higher oil, has alternative route through the petroline pipeline. Also through markets.
3. Turkey - Defense contracts, BTC pipeline, next in line for mediator
4. china - elevated hormuz passage, US attrition as enemy
5. Qatar - elevated LNG prices
All of these nations stand to gain 15-20 billion $ + in revenue per month of ambiguity, not to mention the strategic gains. Egypt is the only one losing here, but it's being compensated by the Gulf nations in lieu of this.
