Am I crazy or is the market mispricing the Iran "deal"?
TL;DR: Even on the happiest path to ending this conflict, the physical energy market needs 6-12 months to normalize. Insurance, mines, tanker backlogs, shut-in restarts, and infrastructure damage don't unwind on a Truth Social post. Today's ~10% Brent drop is a positioning unwind, not a fundamental
ORIGINAL SOURCE →via Reddit r/economy
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