Hash
847 posts
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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@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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@MAULRG42 @colin_gladman So rent drop won't affect house value? Smart boy
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@colin_gladman the sharp price drop is happening in the cloud rental and spot marketplaces, not the outright purchase price of the physical hardware from NVIDIA.
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If it looks like margins are getting squeezed and supply shows up, that’s game over.
$NVDA
First Squawk@FirstSquawk
NVIDIA H200 GPU PRICES REPORTEDLY DROP SHARPLY IN RECENT DAYS AMID EASING AI CHIP SUPPLY CONSTRAINTS
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@sunnysh53242856 I am not saying it will go up or down. I am saying you are just as good as flipping a coin when there's no analysis and just guesswork
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Crude Oil will start falling soon. 94.50 will be the max last upside
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What if….
Iran doesn’t actually want a deal and they are just dragging out negotiations?
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This is not correct. reserves are divided in 2 categories, crude reserves which are currently 5 to 5.5 billion barrels and kept in vault-like storage in sequestered tanks and salt caverns. All but 1 billion barrels of tank bottoms is readily deployable... or about 45 days of global consumption.
and Just in America where we are running PAAD 3 at 97% we have 27 days of stocks to use... That is a fucking huge amount of crude oil...
The other reserves are in product form and held in secondary storage post refining. That category is about 2.9 billion barrels and it is necessary for line fill to maintain minimum pressure and working stock, tankage at terminal export loading points etc.
The operational floor for products... which is about 1 billion barrels.... is extra refined stock...It might be reached if and when refineries EVER EVER run out of oil. And shutting the SOH ain't gonna do that for a very very very long time. just sayin'
zerohedge@zerohedge
Why Hasn't Oil Hit $150 (Yet)? zerohedge.com/commodities/wh…
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Iran would still be negotiating because —
— While it may look like it has the upper hand right now, its economy is slowly but surely crumbling further and the social unrest issues are only going to boil over once the war ends
— It wants and needs access to its billions of frozen funds, which remain out of reach without a deal
— It needs to be able to resume crude exports and goods imports, which will not be possible without a deal
Richard Farr@farrmacro
If you're Iran, with every passing day you are finding ways around the blockade. You are rebuilding missiles, launchers, drones, nuclear facilities, and your industrial complex. Oil prices are high and you're selling a lot to China and Trump isn't stopping that one bit. Russia is sending you all kinds of supplies through the Caspian Sea. Your neighbors are all too afraid to attack you. So why are you negotiating?
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