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Analysis Iran

🇮🇱🇮🇷 Personally, I don't think Iran will respond in the way everyone expects.

Iran will not attack Israel with missiles, as this would definitely trigger an all-out war between Iran and the US, who are willing to go to war on Israel's behalf.

This war the US will definitely lose, territorially due to logistics and will have to leave the Middle East, but Iran and the entire region will suffer huge consequences.

Iran will lose all the oil platforms, power plants and other critical facilities it has been building for years.

Iran is still not fully prepared for such a war, as they still lack many air defense systems, the latest generation of fighter jets, intercontinental ballistic missiles that can reach the United States, they also need to officially announce that they possess several nuclear warheads, and to possess several submarines that they will carry all those weapons including nukes.

This will tie the hands of the United States, which, unlike Russia, will not hesitate to use tactical nuclear weapons.

The price of such a victory for Iran is unaffordable and will literally destroy the country.

If Iran decides to take such a step, it will again be very limited, followed only by material damage.

The cost of such a war to the US is also huge and therefore some balance of patience is maintained.

Iran's response to Israel's assassination of the Hamas leader in Teheran will be of a similar nature.

Probably one of the ministers in the government of Israel will lose his head in Tel Aviv. Iran, like Israel, will officially deny involvement, and the hot chestnut will again fall into Israel's hands.

It can happen only at an opportune moment, maybe even in 3 years.

However, even if Israel reaches an agreement with Hamas, Hezbollah will not stop and drones and missiles will continue to fly on both sides, albeit with reduced intensity.

@Megatron_ron

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OIL SHOCK

🇮🇱 ❌ 🇮🇷 🛢 📈 — Deutsche Bank: Oil Prices will go to $125/barrel if the Iran-Israel conflict spills over into the Straight of Hormuz

@CIG_Telegram

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Analysis

Developments in the Iran-Israel war. It is currently 1:11am in Tel Aviv and 1:42am in Tehran.

Main points:

Iran and Israel have started targeting each other’s energy infrastructure.

Iranian missiles continued to target and impact northern and central Israel.

Israel has started targeting Iranian oil infrastructure, including oil refineries and oil depots.

Israeli airstrikes continue to target various parts of Tehran and the surrounding areas.

Iranian air defence seems to finally be doing some damage to Israeli missiles and drones. In turn, Israel has deployed dozens of small quadcopters and loitering munitions to waste Iranian air defence and saturate for larger attacks with cruise missiles.

Drones launched from Iran and factions in Iraq continue to target northern and southern Israel.

Missiles & drones:

2 rockets were launched from the Khan Younis area of southern Gaza by an unknown Palestinian faction. Neither were intercepted, with the IDF claiming they hit an open area with no casualties.

2 rockets were ...

Oil Prices

OIL MARKETS REACT SHARPLY TO ESCALATING MIDDLE EAST TENSIONS

📈 WTI CRUDE IS NOW FORECAST TO HIT $94.10 BY YEAR-END, UP OVER $21 IN A WEEK, ACCORDING TO KALSHI MARKETS.

THE JUMP FOLLOWS IRAN’S CANCELLATION OF NUCLEAR TALKS WITH THE U.S., CITING ISRAELI AIRSTRIKES. WITH TENSIONS RISING, MARKETS ARE PRICING IN THE RISK OF REGIONAL ESCALATION AND POTENTIAL DISRUPTION TO OIL FLOWS THROUGH THE STRAIT OF HORMUZ, A KEY ROUTE FOR 20% OF GLOBAL OIL.

ANALYSTS WARN THAT A FULL CLOSURE OF THE STRAIT COULD PUSH PRICES ABOVE $120–$150 PER BARREL. ...

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