DONALD TRUMP JUST ERUPTED ON GERMAN'S CHANCELLOR MERZ
"The Chancellor of Germany, Friedrich Merz, thinks it’s OK for Iran to have a Nuclear Weapon. He doesn’t know what he’s talking about!" "If Iran had a Nuclear Weapon, the whole World would be held hostage. I am doing something with Iran, right now, that other Nations, or Presidents, should have done long ago." Source: Eric Daugherty @EricLDaugh
UAE could now potentially produce more oil than the OPEC+ quota previously allowed them…
This move could force others to follow. Oil supply is going UP. Source: Geiger Capital
Trump's message is simple: A deal happens on his terms, or it doesn't happen at all.
"A DEAL WILL ONLY BE MADE WHEN IT'S APPROPRIATE AND GOOD FOR THE UNITED STATES." "I am possibly the least pressured person ever. I have all the time in the World, but Iran doesn't. The clock is ticking!" Trump says "the clock is ticking" for Iran and he has "all the time in the world" to make a deal. Says Iran's navy is "at the bottom of the sea," air force is "demolished," leaders are "no longer with us," and the blockade is "airtight."
This is a short but important post by Trump.
It means that: 1) The war is over (and the extended ceasefire confirms it) 2) Trump is ok with walking away from Iran even without a deal, and letting the world clean up the Hormuz mess So yes, the war might be over. But the consequences of this war might be felt for a very long time.
Trump just announced Iran called off the planned execution of 8 women protesters.
- 4 will be released immediately - 4 will serve one month in prison - Iran responded directly to Trump's personal request made yesterday ahead of negotiations - Trump says Iran's leaders "respected my request as President of the United States"
Trump goes nuclear on the Wall Street Journal after they published an op-ed titled "The Iranians Take Trump for a Sucker."
"What did I give them? A country in tatters! Their Navy is at the bottom of the sea, their Air Force is gone, their leaders are DEAD, their Nuclear Labs were OBLITERATED." He also drops a specific number: Iran is "losing 500 million dollars a day" from the blockade. And calls the WSJ "just another failing political RAG" that "Rupert Murdoch told to write." The irony is that both Trump and the WSJ are making each other's case. The WSJ says Iran played Trump. Trump says he destroyed Iran. Both can be true simultaneously. Iran's military is devastated AND the regime survived, kept the Strait, and is negotiating from a position of leverage. Still, Iran is losing $500 million revenue a day. And that's the economic leverage the US is using.
Part of US strategy: Iran is running out of storage for oil. Once they stop pumping, it can damage oil field production capacity.
You can't just flip the on/off switch on oil wells. If you stop, clogging happens. This can cause massive reduction in the amount of oil you get out of that oil well, requiring expensive and time consuming rework. Source: Wall Street Mav
Treasury Secretary Bessent has outlined a stark economic strategy: storage at Kharg Island is expected to reach capacity within days, potentially forcing Iran to halt oil production.
He describes the campaign as “Economic Fury,” warning that any individual or vessel involved in these shipments could face U.S. sanctions. This marks one of the most aggressive economic threats in the conflict so far. Unlike flipping a switch, shutting down oil wells is a complex process. Restarting them can take months and cost billions—and in some cases, production never fully returns. In essence, Bessent is signaling a strategy aimed at inflicting long-term damage to Iran’s oil infrastructure without the use of military force.
