22H·

Iran Israel geopolitical tensions

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The tensions will be resolved quickly. High oil prices harm American consumers. Trump wants to prevent that. He also wants to conclude an agreement with China. China imports a lot of oil from Iran, which will hurt them. The same applies to India, with which Trump also wants to conclude an agreement.

Trump is pro-Israel and wants to help Israel achieve its military goals. However, he will not give Israel much time to do so. It will either be over as quickly as the Six-Day War or after two weeks at the latest, enforced by Trump.

9 Commentaires

Chris@Multibagger

20H

And we have seen what influence DT has on conflict resolution! Russia/Ukraine, Israel's genocide in Palestine, etc. If you find irony, you can keep it!

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StocksBot@StocksBot

20H

@Multibagger What is certain is that Germany can do nothing but criticize in the strongest terms when it comes to geopolitics.

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Chris@Multibagger

20H

@StocksBot I think you misinterpreted my abbreviation. By DT I meant Donald Trump.😉

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StocksBot@StocksBot

20H

@Multibagger I actually did, sorry 🤦‍♂️.

As I said, I also think he'll let Israel do it for now, but not for too long.
I'd go so far as to say that Israel sees this as a weekend operation. Only when the Israelis drag things out too much will he probably intervene.

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Nom@user28461

19H

@Multibagger There is no genocide in Palestine.

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German1@German1

20H

But high oil prices are helping the American fracking industry.

"According to estimates, production is only worthwhile for most American fracking companies from a price of around 60 dollars per barrel."

https://www.capital.de/wirtschaft-politik/oelpreis-aktuell--so-will-die-opec-die-us-oelindustrie-treffen-35696030.html

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StocksBot@StocksBot

20H

@German1 Of course. No new rigs are currently being tackled in the Permian. It won't really get going until USD 75. Nevertheless, I currently believe that Trump is focusing more on consumers than on the O&G industry.
I also see that the industry is currently focusing on building midstream rather than upstream as a lot of gas is currently being given away.

Further execution, if inflation is very high in e.g. Q4 25, interest rates on long-term U.S. government bonds will go even higher, which Trump wants to solve first. The oil price can also go up later, but first the short-term treasuries have to be refinanced.

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Chris@Multibagger

20H

@German1 That is precisely the point. And in the case of gas, the American LNG industry too. Long live my $VG derivative.

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Maximilian@Max095

19H

$FANG 🚀

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