No. of Recommendations: 3
another item to update , via peter zeihan.
e. the IRGC is giving american oil majors a challenge for profit leader in this quagmire.
- reported 'safe transit' fees of ~$2m per ship per hormuz pass (using channel on iran side)
- complete waivers for outbound iran oil
- complete waivers for commercial ships from china bringing drone parts, and other goods beneficial towards the conflict
it is unclear whether iran is allowing all gulf\muslim countries the privilege of paying the transit fees.
it seems expedient to do so for the IRGC.
steve, you may want to check on private placement opps for diversification. dont let trump beat you to the real action!
