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#TrumpGulfIranTalks
#IranCeasefireTerms
Oil's next big move may come from diplomacy, not supply 👀
Iran says it sent three ceasefire terms via Qatar: end the conflict, release frozen funds and lift the maritime blockade. The US not confirmed progress.
What caught my attention is market two very different paths ahead.
A deal strip risk premium from oil. Failure could keep crude elevated, feed inflation and pressure yields.
The next oil catalyst may be Trump's response, not another tanker.
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