TRUMP JUST PUBLISHED THE EXACT LIST OF COUNTRIES REQUIRED TO JOIN THE ABRAHAM ACCORDS AS THE PRICE OF ANY IRAN PEACE DEAL
A proposed geopolitical framework reportedly backed by Donald Trump would require nine Middle Eastern nations to simultaneously sign or support the Abraham Accords, with no exceptions allowed. Saudi Arabia, Qatar, Pakistan, Türkiye, Egypt, and Jordan would all need to formally normalize relations with Israel, while the UAE and Bahrain would reinforce the coalition as existing members. Iran was reportedly offered the possibility to join under the condition of recognizing Israel, otherwise remaining isolated and in conflict. The proposal emphasizes that the agreement must happen collectively or fail entirely. Supporters see it as an attempt to reshape regional alliances, while critics view it as highly unrealistic given current tensions and political divisions. Source: Roland Carter
President Trump says serious negotiations with Iran are now taking place.
He has called off a planned military attack on Iran that was scheduled for tomorrow after the leaders of Qatar, Saudi Arabia, and the UAE personally asked him to pause, telling him a deal is within reach. Trump has ordered the military to be ready to launch a full scale attack on a moment's notice if an acceptable deal is not reached and The deal must include no nuclear weapons for Iran. Source: Bull Theory
Two months after Trump announced that the US would provide insurance to ships seeking to transit the Strait of Hormuz, the programme has not provided a single dollar of cover.
The scheme never got off the ground, according to insurance brokers, as it did not fulfil all the requirements needed for ships transiting the strait and was tied to a US naval escort for vessels, which has not been established. Source: Alexander Stahel on X, FT
TRUMP-XI JUST PUBLISHED THE EXACT LIST OF WHAT THEY AGREED ON ABOUT IRAN AND HORMUZ
Not vague summaries. Not "productive talks." NAMED COMMITMENTS. SPECIFIC POINTS. Item by item. 🇺🇸 US companies get expanded access to Chinese markets — signed off in Beijing, May 14 🇨🇳 China increases investment into the United States 🇺🇸 China cracks down harder on fentanyl flowing into America 🌾 China buys more American agricultural products 🛢 Hormuz Strait must stay open — both sides committed in writing ⚓ China explicitly opposes militarization of the Strait of Hormuz ⛽ China opposes anyone charging tolls to pass through Hormuz 🛳 China will buy MORE American oil specifically to reduce its own dependence on the Hormuz route ☢️ Both sides agree: Iran cannot have nuclear weapons 💀 9 named commitments 💀 ZERO quantitative targets in the readout 💀 ZERO new enforcement board created 💀 100% of the Hormuz points exist because Iran nearly shut the world's oil supply in February 2026 Source: Ronald Carter on X
Trump publicly described Xi Jinping calling the U.S. “perhaps a declining nation,” agreeing that Biden-era policies weakened America while portraying his own presidency as restoring strength.
He highlighted military pressure on Iran, adding “(to be continued!),” which analysts interpret as signaling the Iran conflict remains unresolved. Trump also said Xi privately pledged not to send military equipment to Iran and offered help securing stability in the Strait of Hormuz. Source: Shanaka Anslem Perera ⚡
US–China Sanctions Escalation Over Iranian Oil
Jack Prandelli argues that 90% of Iran’s oil exports go to China, prompting a US sanctions escalation aimed at Beijing. The US has built a multi-step pressure strategy including sanctions on shadow fleet vessels, teapot refineries like Hengli Petrochemical, and networks of front companies across Asia. It has also issued warnings to Chinese banks about potential secondary sanctions if Iranian oil payments continue flowing through their systems. Full secondary sanctions on major Chinese banks remain a possible next step, which could significantly escalate US–China financial tensions. Outcome depends on Beijing.
US continues to drain SPR to export oil to Asia
SPR down 5.22MM last week (-22MM last month) US oil exports 4.75MM last week Source: www.zerohedge.com
Trump just announced "Project Freedom," a U.S.-led operation to escort trapped ships out of the Strait of Hormuz starting Monday.
- Dozens of neutral vessels from countries with no role in the conflict have been stuck in the Strait, running low on food and supplies - Trump says the U.S. will guide them safely out as a humanitarian gesture - Trump warned that any interference with the process "will have to be dealt with forcefully" - He added that U.S. representatives are having "very positive discussions" with Iran and that talks could lead to something positive for all sides Will Iran allow this or will they start firing on ships crossing and talking up their mines again?
