
Esfandyar Batmanghelidj
34.9K posts

Esfandyar Batmanghelidj
@yarbatman
Investing in economies in West and Central Asia. Studying how sanctions are reshaping Iran and the world. CEO of @boursebazaar. Teaching at @SAISHopkins.







TREASURY'S BESSENT: US NOW HAS RECORD LEVEL OF ENERGY EXPORTS


An underappreciated channel of how the US blockade works is to cause panic and capital flight in Iran. That's why the Rial is falling sharply. A country like Iran sees its currency as a status symbol, so they'll have resisted this until it got impossible. robinjbrooks.substack.com/p/what-a-succe…

An underappreciated channel of how the US blockade works is to cause panic and capital flight in Iran. That's why the Rial is falling sharply. A country like Iran sees its currency as a status symbol, so they'll have resisted this until it got impossible. robinjbrooks.substack.com/p/what-a-succe…

An underappreciated channel of how the US blockade works is to cause panic and capital flight in Iran. That's why the Rial is falling sharply. A country like Iran sees its currency as a status symbol, so they'll have resisted this until it got impossible. robinjbrooks.substack.com/p/what-a-succe…




NEW: Amid deadlocked Iran talks, Trump admin adds to negotiating team. Nick Stewart @nick_jstewart from @FDDAction has joined Witkoff's @SEPeaceMissions office. atmarquardt.substack.com/p/trump-admini…

It is very difficult for rats in a sewer pipe to know what’s going on in the outside world. Some color for the Iranian Leadership as they literally sit in the dark: 1. The United States has complete control of the Strait of Hormuz. 2. There is a hard currency, i.e. U.S. dollar, shortage. 3. Food and gasoline rationing are in place. 4. The entire international community has turned against you. 5. The BLOCKADE will continue, until there is pre-February 27 Freedom of Navigation.












