Despite the largest oil supply disruption in history, prices remain calm. Demand-side responses, not just supply, explain why.
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Iraqi oil exports are reviving, yet Iranian smuggling and transit fees risk turning Iraq’s recovery into Tehran’s profit.
A US withdrawal from Gulf bases would hand Iran a strategic win while doing nothing to reduce missile threats.
Oil markets keep betting the Strait of Hormuz reopens soon. That wager explains lower wartime prices and violent volatility.
Forty seven years of sanctions and strikes failed to break Iran. Maximum Pressure strengthened resistance and eroded U.S. credibility.
New US sanctions against Iran expose depleted military options and foreign reluctance as Trump’s war falters and Tehran absorbs pressure.
Iran builds land and Caspian alternatives as Hormuz oil traffic collapses, keeping imports moving despite rising costs and economic strain.
Washington’s plan to install elite leaders risks chaos, weakens UN elections, and fails to address Libya’s governance crisis.
Washington’s naval blockade and sanctions squeeze Iran as Hormuz oil traffic collapses and stalled diplomacy leaves no clear off-ramp.
Iran’s leadership, hardened by war and sanctions, embodies Iranian Regime Resilience while economic strain and regional tensions intensify.