TheOpeningMove

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TheOpeningMove

TheOpeningMove

@TheOpeningMove1

Markets, politics, on-chain. Every move starts with information.

شامل ہوئے Temmuz 2014
1.3K فالونگ245 فالوورز
TheOpeningMove
TheOpeningMove@TheOpeningMove1·
the oil market is showing you this in real time. WTI just flipped above brent for the first time since 2009 -- US crude now carries a "security premium" because it doesn't transit hormuz. OPEC passed a 206K bpd increase sunday that energy aspects called "academic" -- barrels that can't physically leave the ground. iran's IRGC says hormuz "never returns" to pre-war. the dollar thesis is right but the oil market is already pricing a new world order
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Mario Nawfal
Mario Nawfal@MarioNawfal·
🇺🇸🇮🇷The war nobody is framing correctly is about the dollar, not the nukes... Iran was selling 90% of its oil to China in yuan. Not dollars. It was part of a broader BRICS push to bypass the dollar in global energy trade. Venezuela was doing the same. Trump took out both within weeks of each other. That's not a coincidence. The entire American economic model runs on one assumption: the world buys and sells oil in dollars, and those dollars get recycled back into U.S. debt. The GCC is the engine of that system. Saudi Arabia, UAE, Qatar, Kuwait, and Bahrain sell oil in dollars and reinvest the proceeds into American assets. That cycle funds the $39 trillion in national debt that keeps the American economy functioning. Iran threatened that system in two ways. It sold oil outside the dollar. And it had the military capability to threaten the GCC nations that anchor the petrodollar. A nuclear-armed Iran could eventually coerce its neighbors into abandoning the dollar entirely. Now look at what the war actually achieved. Iran's ability to threaten the GCC militarily is being degraded. Gulf states that were quietly diversifying toward China are now completely dependent on American protection again. The F-35 sale to Saudi Arabia locks Riyadh into the U.S. weapons ecosystem for decades. And every Iranian oil sale in yuan that gets taken offline is a sale that reverts back to dollars. The consequences if this fails are existential. If the U.S. withdraws from the Middle East without securing the petrodollar system, the GCC could become client states of whoever guarantees their security next. Japan and South Korea would question American reliability. Europe would accelerate its pivot away from Washington. Dollar demand collapses and America can no longer finance its debt. That's why there's no real off-ramp. The nukes are the justification. The missiles are the pretext. The dollar is the reason. And the people paying the price are everyone caught in between. Source: CNBC, Breaking Points, WSJ
Mario Nawfal tweet media
Mario Nawfal@MarioNawfal

🚨🇺🇸🇮🇷 Tomorrow is the deadline. Here are the scenarios... Trump said Tuesday is "Power Plant Day and Bridge Day." Iran said no deal. Something has to give. Here's what could actually happen: Scenario 1: Iran blinks. Tehran accepts some version of a ceasefire, perhaps reopening Hormuz partially or allowing monitored shipping. Trump declares victory. The most optimistic outcome but the least likely given U.S. intelligence says Iran believes it has the upper hand and doesn't trust Washington at all. Scenario 2: Trump finds a reason to delay again. He's already pushed this deadline multiple times. Iran offers a small concession, maybe more Pakistani tankers through Hormuz, and Trump takes it as a sign of progress. Both sides may even quietly agree on this. It buys time without either side losing face. Scenario 3: Trump declares victory and walks away. He already told aides he'd leave with Hormuz closed. He could frame the military damage as mission accomplished, claim the new regime is "more reasonable," and punt Hormuz to an international coalition. Iran keeps the Strait. Trump keeps the narrative. The world cleans up the mess. Scenario 4: Trump goes all in. He's threatened this repeatedly and delayed every time. But the rescue mission may have emboldened him. Former aides say his confidence in his own judgment has grown. If he strikes power plants, 85 million Iranians lose electricity. Iran's response would likely be the most devastating of the entire war: desalination plants, Bab el-Mandeb, every bridge on their published target list. A retired CENTCOM commander thinks pressure will eventually work. U.S. and allied intelligence say the opposite: the new Supreme Leader is harder line than his father, and the IRGC is gaining authority, not losing it. Over a month in, Trump is still asking the same question he asked on day one. Why haven't they just given in? Tomorrow we find out what happens when that question still has no answer. Source: NYT, WSJ

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TheOpeningMove
TheOpeningMove@TheOpeningMove1·
206K bpd against an 8-million-barrel hole. energy aspects called it "academic." meanwhile WTI flipped above brent for the first time since 2009 -- US crude now trades at a premium because it doesn't need to transit hormuz. jpmorgan says OECD inventories hit operational minimum by early may. after that, price becomes the only balancing mechanism. $150 oil if the strait stays closed through mid-may
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TheOpeningMove
TheOpeningMove@TheOpeningMove1·
read the actual axios article. iran explicitly refuses to concede on hormuz or uranium during the 45-day ceasefire. those are the only two things markets care about. oil dropped 4% on a headline about a deal where the strait stays however iran wants it. this is the 6th ravid report since feb 28 -- each one moved markets, none produced a deal. reuters couldn't verify this one either. watch trump's 1pm presser tomorrow, that's the real catalyst
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Breaking911
Breaking911@Breaking911·
🚨 BREAKING: The U.S., Iran and a group of mediators are discussing terms for a potential 45-day ceasefire. -Axios
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TheOpeningMove
TheOpeningMove@TheOpeningMove1·
this is his 6th report on us-iran talks since feb 28. every single one moved oil 2-4%. every one cited anonymous us/israeli/regional sources. reuters can't verify tonight's. and here's the kicker buried in his own article: iran explicitly won't concede on hormuz or uranium during any 45-day ceasefire. the two things markets care about most aren't even on the table. oil dropped 4% on a headline about a deal that doesn't include the strait reopening
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Suppressed News.
Suppressed News.@SuppressedNws1·
So Axios is reporting that negotiations are ongoing for a 45 day ceasefire between U.S, Iran and regional actors. Guess who wrote that report? Barak Ravid. The Israeli asset who lied about negotiations before and was debunked by Iran’s FM Aragchi the last time he pushed the same narrative. All the outlets are reporting it now like somehow it’s a fact while it’s from a proven liar. Receipt from the time he was debunked weeks ago:
Suppressed News. tweet media
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TheOpeningMove
TheOpeningMove@TheOpeningMove1·
the paramount angle is the one nobody's connecting all the dots on. $24B from gulf SWFs to buy CNN + HBO. kushner's affinity partners backing the deal while simultaneously negotiating the iran ceasefire. ellison already installed bari weiss at CBS news specifically for her pro-israel editorial stance. deal announced feb 27, war started feb 28. the people profiting from the war are buying the media that covers it
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Drop Site
Drop Site@DropSiteNews·
⚡️NEW from @DropSiteNews: Gulf Funds Recalibrating American Investments, Including Backing for Paramount Merger, as Iran War Rages On Financing underpinning the artificial intelligence bubble is also on the table for reconsideration, sources told Drop Site. Story by @ryagrim dropsitenews.com/p/gulf-funds-r…
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TheOpeningMove
TheOpeningMove@TheOpeningMove1·
the us built the post-ww2 security order specifically so allies wouldn't need their own militaries. now hegseth says "learn to fight for yourself" mid-war. meanwhile 30 nations already formed their own hormuz coalition without the us. spain, italy, france blocked us military overflights. qatar started withdrawing us troops. the security guarantee is being withdrawn in real time and allies are already adapting
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unusual_whales
unusual_whales@unusual_whales·
Hegseth: "We've been willing to lead, President Trump has led the entire time, but it's not just us. You might want to start learning how to fight for yourself."
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TheOpeningMove
TheOpeningMove@TheOpeningMove1·
15 ships in 24h tells you hormuz isn't closed — it's being operated as an iranian checkpoint. irgc runs a 3-tier vetting system: allies (russia, india, pakistan) pass free, neutrals pay $2M per vessel in yuan, us/israel/saudi-flagged ships get turned away. iran is reportedly making $800M/month in tolls. parliament voted to make it permanent. ships are literally changing nationality to cross
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zerohedge
zerohedge@zerohedge·
*IRAN’S FARS: 15 SHIPS PASSED HORMUZ STRAIT IN PAST 24 HOURS
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TheOpeningMove
TheOpeningMove@TheOpeningMove1·
this is the 4th time in 15 days that trump has claimed imminent negotiations while no talks are actually happening. march 23: "deal fairly soon." march 26: "15 point plan." march 30: "most demands conceded." now april 5: "deal by monday." each time iran denies. each time the market buys the headline. each time the correction follows within 48 hours. wsj today confirmed iran rejected the hormuz-for-ceasefire proposal entirely
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ian bremmer
ian bremmer@ianbremmer·
as of right now, no us-iran negotiations are underway.
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TheOpeningMove
TheOpeningMove@TheOpeningMove1·
he's been saying "days not weeks" since march 22. that was the original 48h deadline. it passed. then march 27. passed. then march 30. passed. now april 6-8. the wsj interview today? "gives no timeline for end to iran war." same day he tells abc "days not weeks." the contradiction IS the strategy — keep every possible outcome on the table so the market can't price any of them
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