LanlanCC
03-24 11:09

This is the standard Trump negotiating art! Looking back in April 2025, Trump also started by shouting that the US and China were negotiating, which China immediately vehemently denied. As a result, just three weeks later, China and the US announced the first phase of a tariff agreement. This time Iran is playing games off the table while fighting a war of attrition to pressure the global energy market, and will definitely "deny the end" like China did back then before it was certain that it would gain real benefit. This 5-day ceasefire is not so much a glimmer of peace as a delaying strategy for both sides to re-press the pressure at the negotiating table.

US-Iran Conflict: Will Trump’s 48-hour Ultimatum Trigger a Global Energy War?
The US-Iran conflict has reached a critical turning point in its fourth week as President Trump issued a 48-hour ultimatum for Iran to reopen the Strait of Hormuz or face the bombing of its power plants. Tehran has retaliated by threatening a total maritime blockade and strikes against financial institutions holding US Treasuries, sending Brent crude soaring past $112. Given the 50% surge in oil prices, which energy stocks are you holding as a hedge against a total blockade of the Strait? Would "panic peak" represent entry point for beaten-down tech stocks or is it time to stay defensive?
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