Apr. 3 at 3:09 AM
$RDW The Iranians have set up a toll booth for preferred nations in Yuan. The subversion of the US Petro dollar is a direct anti negotiation and the 5 tier class of preferred nations effectively ensures no European allies will help the US. Iran uses civilian "ghost ships" to deploy simple mines that render billions of gallons of oil uninsurable for transit. Global level exporters have begun to declare inabilities to fill contracts. Even if peace were signed next week, there is still a 6 week gap between the last peacetime ship and the first post conflict ship. When refinement plants dont have enough product to idle, they incur a giant restart cost. Most of this week's rally came from algorithms scraping the term "protocol" relating to irans plans post conflict. Iran clarified that none of it started until the US met their demands, including reparations. I cant convince myself this will resolve next week.
