Following the US-Israeli operation that eliminated a key Iranian figure, the original playbook was to install a pro-American leader within Iran — an approach designed to serve US interests while minimizing the impact on financial markets. Venezuela served as a successful example of this strategy. However, over the past week, it has become clear that the Iran situation has not unfolded according to Washington's script. The new Iranian leadership is likely to remain non-pro-American, and the blockade of the Strait of Hormuz places Trump in a critically vulnerable position. If oil prices fail to retreat quickly ahead of the approaching midterm elections, the Republican Party could lose congressional seats, effectively crippling Trump's ability to govern in the second half of his term. Given t