Updates on the US-Iran situation—one item needs to be revised downward:
1. In yesterday’s earlier report, it was said that the US energy agency had proposed temporarily lifting sanctions on the “shadow fleet” to ease international energy supply problems. However, market analysts say today that the energy exports from the shadow fleet may not be enough to offset the shortfall caused by the closure of the Strait of Hormuz. So,
2. Washington’s economic sanctions on Tehran have intensified, already affecting foreign-exchange settlement channels between Iranian banks and overseas banks. US economic sanctions on Iran have intensified.
3. Negotiations on a new Iran-Oman agreement concerning the “Strait of Hormuz” have been completed, but whether it can be put into effect depends on political negotiations between the US and Iran.
Given the current situation, alternative transport routes outside the Strait of Hormuz have for now been ruled out. This means that, whether in terms of energy supplies or geopolitics, the focus is returning to the US-Iran situation.
At present, there is not much reliable information on the US-Iran situation. My personal worst-case estimate is that the turning point will come after October 27 and before November 3. If there is no positive change during this period, we really should take a pessimistic view of the US-Iran situation! #比特币短期持有者持仓升至408万枚
1. In yesterday’s earlier report, it was said that the US energy agency had proposed temporarily lifting sanctions on the “shadow fleet” to ease international energy supply problems. However, market analysts say today that the energy exports from the shadow fleet may not be enough to offset the shortfall caused by the closure of the Strait of Hormuz. So,
2. Washington’s economic sanctions on Tehran have intensified, already affecting foreign-exchange settlement channels between Iranian banks and overseas banks. US economic sanctions on Iran have intensified.
3. Negotiations on a new Iran-Oman agreement concerning the “Strait of Hormuz” have been completed, but whether it can be put into effect depends on political negotiations between the US and Iran.
Given the current situation, alternative transport routes outside the Strait of Hormuz have for now been ruled out. This means that, whether in terms of energy supplies or geopolitics, the focus is returning to the US-Iran situation.
At present, there is not much reliable information on the US-Iran situation. My personal worst-case estimate is that the turning point will come after October 27 and before November 3. If there is no positive change during this period, we really should take a pessimistic view of the US-Iran situation! #比特币短期持有者持仓升至408万枚