@taiwanstarts @0d114514 @AirCanada Asking someone else to suck someone's dick just because he holds a different opinion from you clearly does not set a good example of how democracy should work. Loser
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@0d114514 @AirCanada 23 million people who have freedom and dignity vs. 1.4 billion slaves.
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@MichaelEga7994 @TheIranianzg3z I have no single doubt about what you said about Shale. All I am saying is having enough proven reserve is different from being able to produce. Please don't tell me about pipelines, they are nowhere near replacing pre-war Hormuz traffic. I am talking about shortages in months
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@MichaelEga7994 @TheIranianzg3z Which part of my comment was imagined LOL
1. Trump desperately wants strait open - fact
2. Having enough proven reserve is different from being able to be produced.
If young people stop having children you are talking about decades if not years. Shortage will show up in months
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BREAKING: Iranian Parliament Speaker Mohammad Bagher Ghalibaf says the next stage of the conflict will be fought through economic pressure and information warfare, accusing Iran’s adversaries of trying to fracture national unity after failing to achieve their objectives militarily.
Ghalibaf argued that Iran’s greatest strength remains public cohesion and resilience, saying the country’s ability to stay united has been as important as its military capabilities in confronting external pressure and shaping the course of the conflict.
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@MichaelEga7994 @TheIranianzg3z Yes, how about keep jerking off to your hopium and let's all deindustrialize? If what you said is true, you gotta wonder why Trump so desperately wants the strait open, lmao
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@TheIranianzg3z Remember Peak Oil 1954 all the way up into the 1990's...experts have been wrong.
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@NuggetCapital China built its SPR for moments like this. Now that Iran has opened the Pandora's box, other straits could be at risk of being closed. If I were Xi, I won't use all my bullets to cushion impact by SOH, there are other risks you need to account for as a decision maker.
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@NuggetCapital Most surplus accumulated last year was in China. Hypothetically yes, China can control how much crude goes. But doing so means subsidizing the world with its cheap oil that comes with a trade off of its national security. Can China do it? Yes
Would it do it for the world? Maybe
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A useful post from TBL. China crude import were discretionary and they built a massive surplus. They don't need to keep buying at same pace thus they wont. China kept crude from crashing last year.
The Kobeissi Letter@KobeissiLetter
China's shrinking appetite for oil is balancing global crude markets: China's crude oil imports are tracking at ~6.6 million barrels per day so far in May, the lowest since 2016/ This comes as oil inbound shipments fell -20% MoM in April, to 9.37 million barrels per day, the lowest since July 2022. This compares to 11.6 million barrels per day in 2025, when the country was aggressively stockpiling to bolster energy security. China’s crude oil imports are now expected to average 10.9 million barrels per day in 2026, the lowest average for any year since 2022. However, China's oil inventories have declined by only ~20 million barrels over the last several weeks, to ~1.23 billion barrels, still +15% above early 2025 levels. Over the prior 2 years, the country’s stockpiling absorbed much of the world's surplus oil and helped support global prices, but this dynamic has now reversed and is capping any further upside. China is effectively putting a ceiling on oil price gains despite severe supply shortages.
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@NuggetCapital China can indirectly subsidize the world for a while, but I don't see China sacrificing its security using its cheaply bought crude. China understands the concept of a SPR better than myopic U.S. politicians.
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NYT: Trump Proposed Tougher Terms to Iran, Including Uranium Limits, Hormuz Access Guarantees, and Long-Term Denuclearization
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@EloiseHenrietta @HormuzReport Lie and lie about something until it feels like truth. He is a liar but building a narrative to manipulate public opinion
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BREAKING: Iran has categorically rejected US demands to remove its enriched uranium stockpile from the country, insisting Tehran will not give up what it considers a core strategic asset.
Iranian officials maintain the nuclear stockpile is not part of the current negotiations and say any agreement requiring its transfer abroad is unacceptable.
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@ActuallyClimber Just to give you some context, red sea never recovered to 50% of pre-2023 level, and that's without lunatics like IRGC aiming at vessels with missiles and drones, hopium only gets you so far
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I love how people pretend Hormuz being open or closed is a binary thing. We’ve seen plenty of hostage ships sneak out (many after being extorted). How many ships are sneaking in? How many months before even 50-75% of prewar traffic returns? Tensions will remain elevated for a long time.
Unemployed Capital Allocator@atelicinvest
I love how often oil bulls repeat the whole "even if hormuz opened tomorrow, we will have physical shortages" bit guys, markets don't give a shit about 30 days of physical shortages here and there, if they know that supply is coming
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@MiloshOffical @calvinfroedge @jeremie0117 And ask yourself why Trump is so desperate to open up the strait. Guess you are dumber than him after all 😆
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Energy Bulls keep stitching together a thesis from three different parts of the supply chain and pretending it’s one signal. But crude, products, and SPR are not three votes for $200 oil, they’re one integrated balance sheet. And the Oil balance sheet doesn’t scream structural shortage.
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@zerohedge I thought centcom claimed Iranians were laying mines two days ago?
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US Military Hasn't Identified A Single Confirmed Mine In Strait Of Hormuz, Officials Tell NBC zerohedge.com/geopolitical/u…
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🚨🚨🚨 Iran given 24-hour deadline until the deadline begins for a 24-hour deadline. This is it, folks. Buckle up.
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Bloomberg on a White House official: Trump will only agree to a deal that responds to his core red lines
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@BRICSinfo Being capable and having the balls to do something is different
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JUST IN: 🇺🇸🇮🇷 US says it is "more than capable" of resuming war with Iran.
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@StealthQE4 Lmao, Trump says no money will exchange hands. There's no way hardliners GOP will agree to handing money to Iran under any circumstances. Get the fact right
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The biggest issue the USA and Iran have is a lack of trust.
Iran wants money up front before opening up the Strait.
The USA wants the Strait open before money exchanges hands.
I don’t know how you fix this.
The Hormuz Letter@HormuzLetter
BREAKING: Iran directly rejects Trump's Truth Social demands as the complete opposite of what's in the draft text, denying Iran agreed to reopen Hormuz without tolls or remove mines, dismantle its nuclear materials and hand over uranium to the US or any third country, or proceed without the "immediate payment of $12 billion of Iran's frozen assets" being the opening requirement, adding Hormuz remains under exclusive Iranian sovereign arrangements and nuclear issues are not and will not be discussed, per Fars. Trump has also just concluded his Situation Room meeting "to make a final determination," on Iran, with an Iranian official saying yesterday Iran "cannot regard Trump's decision as definitively finalized until the financial markets close at the end of this week," with the concern based on this meeting Trump would formally end the deal and restart strikes at the last moment.
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IRAN'S FARS NEWS AGENCY SAYS IRANIAN SOURCES DENY TRUMP'S LATEST COMMENTS
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@HormuzReport I really don't see how the U.S. bombing or so called love tap during ceasefire shows any bit of professionalism 🤷
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@Hash1675597 Because that will be unprofessional and also hurdle for future negotiations.
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NEW: A source close to Iran’s negotiation team says the Trump administration is now “begging for an agreement through multiple channels” in an effort to publicly declare a deal.
According to the source, Tehran has rejected every approach, insisting no agreement will be accepted until Iran’s core demands and objectives are fully secured.
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🚨 TRUMP TAKES PERSONAL CONTROL OF IRAN TALKS
🇺🇸🇮🇷 A U.S. official says President Trump is now “directly, personally involved” in the negotiations with Iran as efforts intensify to secure a breakthrough agreement.
With major disagreements still unresolved, the talks appear to have moved beyond diplomats and into the hands of the White House itself.
The outcome may now depend on decisions made by Trump personally. 👀
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