TraderS | 缺德道人|Jun 16, 2026 02:27
And there is also a logical paradox here. As soon as the strait opens and oil prices fall, where can Wangye Country raise 300 billion yuan? The strait is closed, and although oil prices are high, they cannot be sold and still cannot raise 300 billion yuan. With this 300 billion, just find the alarm clock ⏰ Is it worth losing money to buy some equipment for a synthetic brigade and push Iran flat?
In addition, data released by the US Department of Energy on Monday showed that as of June 12, Strategic Petroleum Reserve (SPR) inventories had dropped to 340.3 million barrels, the lowest level since the summer of 1983; About 9 million barrels were reduced in just one week.
According to this consumption rate, it will be exhausted as early as early September at the earliest. Not only will the short selling power disappear, but it will also be terrifying for short positions to become long positions when replenishing inventory.
So the $300 billion reconstruction fund clause doesn't look like real money that can be implemented immediately. More precisely, it is not like "reparations", but rather like Iran's bargaining anchor+victory narrative+negotiation chips for the next 60 days.
In terms of public opinion, Iran can promote "the United States agrees to rebuild/compensate", while the United States can promote "no money, only a conditional framework". The final victory of each table was left unfinished, and the resumption of the battle became a high probability event.
This 300 billion is probably Iran's lion's mouth, and the United States has casually accepted this impossible thing in order to suppress inflation in the short term. Then Iran first poked a wave of winning stories on the media and forced the United States to comply. Then Trump certainly wouldn't admit it, and Vance also denied it. After a detailed analysis of the current memorandum, it can be concluded that the two sides played a scene with limited tacit understanding, and the US side probably paid some costs. After turning over the Shaobing (Baked cake in griddle) this time, the next operation will be more difficult
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