$CL US-Iran Talks Break Down Again! Trump Starts Turning Again and Causing Trouble!
Old Trump publicly demanded Iran pay money, and also claimed that the U.S. military has already cleared the strait of mines and has 100% control—now it’s already open. Iran immediately shot back: if you want to open it, you can, but first you must agree to my six conditions—none can be missing. The Ministry of Foreign Affairs directly said: unless the U.S. military withdraws, safe and unimpeded passage won’t be discussed.
Both sides are going hard, neither is backing down. The market had been hoping that talks could still produce a peace agreement—but that’s now completely off the table. Even more worrying is that the U.S. oil reserves have fallen to the lowest level since 1983. The Houthis also went to bomb Saudi Arabia’s oil refinery, and European diesel prices jumped sharply.
The daily transit toll through the strait is approaching $500,000. Asian refineries are racing to secure oil, and inventories are dropping quickly. With tight supply, low inventories, and negotiations turning bad, it’s normal for oil prices to surge. For the short term, I suggest you don’t casually try to “top-tick.” As long as the strait on the other side hasn’t truly opened, the long side can still keep holding up. But chasing higher must come with a stop-loss—large funds could slam the market at any time. This kind of news-driven price action changes fast; if you can’t keep up, it’s easy to end up taking losses.
Where will crude oil go next? Is there still a spot to get on board? Later in the chat room I’ll同步 share it!
#特朗普要求伊朗赔偿
Old Trump publicly demanded Iran pay money, and also claimed that the U.S. military has already cleared the strait of mines and has 100% control—now it’s already open. Iran immediately shot back: if you want to open it, you can, but first you must agree to my six conditions—none can be missing. The Ministry of Foreign Affairs directly said: unless the U.S. military withdraws, safe and unimpeded passage won’t be discussed.
Both sides are going hard, neither is backing down. The market had been hoping that talks could still produce a peace agreement—but that’s now completely off the table. Even more worrying is that the U.S. oil reserves have fallen to the lowest level since 1983. The Houthis also went to bomb Saudi Arabia’s oil refinery, and European diesel prices jumped sharply.
The daily transit toll through the strait is approaching $500,000. Asian refineries are racing to secure oil, and inventories are dropping quickly. With tight supply, low inventories, and negotiations turning bad, it’s normal for oil prices to surge. For the short term, I suggest you don’t casually try to “top-tick.” As long as the strait on the other side hasn’t truly opened, the long side can still keep holding up. But chasing higher must come with a stop-loss—large funds could slam the market at any time. This kind of news-driven price action changes fast; if you can’t keep up, it’s easy to end up taking losses.
Where will crude oil go next? Is there still a spot to get on board? Later in the chat room I’ll同步 share it!
#特朗普要求伊朗赔偿