

Hormuz toll payments + no Iran sanctions = more oil on the free market than before the war oil. Oil is topped, supply shock bros will be liquidated soon. Sub $70 on CLOIL soon. Trump revealed his poker hand this weekend, he cannot afford war (due to bond yields and the GCC pressuring him). Every day we get closer to mid terms, there is less chance of war -- not even because Trump cares about midterms, but because the new regime post-midterm will be heavily Democrat and they will increase resistance to war congressionally in critical ways too. Israel seems more ambivalent about war right now too, probably due to South Lebanon hitting them hard, losing lots of missile defense batteries, and overall not having fast enough advanced-tier missile defense stock replenishment. (Arrow-3, David's Sling) All these signs are making it clear that the war is over, Iran won. The deal is a separate issue. There will probably only be minor stop-gap deals in the short term, I don't see a major permanent deal happening as Israel will obstruct it. But the war does not need a permanent deal to permanently end. It's a Nash Equilibrium where both Iran and the USA benefit maximally from no more war and Iran keeping the Hormuz. The IRGC is also very happy because they got their main guy, Mojtaba, solidified and legitimized from the excellent performance in the war and as a side bonus the Pahlavists will now be seen as the new MEK -- despised by all Iranians regardless of if they support the Islamic Revolution or not. Imagine being a secular Tehranite who saw their neighbors killed by Israeli airstrikes and then you have this fat clown Pahlavi jr twerking on television. It doesn't matter if you hate the mullahs, you will be outraged at the treason and treachery alone. Iranians are nationalists after all. It's over.















