To The Moon

Trump recently made a statement on social media suggesting that China can continue buying oil from Iran. On the surface, it appears he's easing sanctions, but in reality, it's more of a tacit acknowledgment of the current state of the market. In recent years, China has already been purchasing large quantities of Iranian crude oil through intermediary hubs like Singapore. What used to be discreet transactions have now become more open and transparent.

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This move is being interpreted as a possible unspoken understanding between Trump and Iran: as long as Iran doesn’t stir up trouble in the Middle East, the U.S. will refrain from interfering with its oil exports to China. The underlying logic is quite straightforward — suppress oil prices to help curb inflation.

In fact, since 2022, Iranian oil exports have shifted almost entirely toward China. The rapid growth of Chinese and broader Asia-Pacific imports shows how China has consistently received Iranian oil through grey channels. Meanwhile, traditional buyers like Europe, India, and Japan have largely withdrawn from the market.

Now that Trump has chosen to openly acknowledge this reality, it’s not just an alignment of policy with facts on the ground — it also signals a rare moment of consensus between the U.S. and China. On the issue of stabilizing oil prices, the two sides have, perhaps unintentionally, found common ground.@TigerObserver  @Tiger_comments  @TigerStars  @Daily_Discussion  @TigerPM