Several explosions at Iran's Lavan refinery: Semi-official Mehr news

I hate this war. Cant we just capture both Trump and Ayatollah, put them in an mma ring and whoever wins keeps the oil. Whoever wins gets what they want, way cheaper and way less losses, and it'd be fun to watch too instead of this bs that keeps going on

Something bigger than a ceasefire just happened — and I don't think markets have fully priced it yet.

For the first time, the Strait of Hormuz is being framed as paid passage — not a temporary measure, a structured system.

The numbers being floated:
- ~$2M per vessel
- ~100–120 ships/day (pre-war volume)
- $70–90B annual potential revenue

Now put that next to the geography:
- ~20–21M barrels/day flows through Hormuz
- That's roughly 20% of global oil supply

This isn't just about controlling oil.
It's about controlling the flow of oil.
That's a completely different kind of leverage.

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Think about what that means for Iran specifically.

They could potentially earn more from transit fees than from selling their own barrels.
That's a fundamental shift in how economic and geopolitical power gets expressed.

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The structure being discussed:
- Passage coordinated under Iranian oversight
- Reopening tied to broader negotiated terms
- Fees linked to reconstruction funding

This isn't a quick fix being patched together.
It's designed to become a permanent system.

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Here's the tension that doesn't go away:

The US almost certainly won't accept a permanent Iranian toll on global energy flows.
But Iran's leverage is the chokepoint itself.

That contradiction sits at the centre of all of this.

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Two scenarios from here:

If this holds → oil, shipping, and inflation all begin to reprice — not event-driven, but structurally.

If it breaks down → we're back to disruption risk, probably worse than before given the precedent being set.

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Either way, the conversation has shifted.

This is no longer just about a regional conflict.

It's about who gets to price global energy transit.

That's the part worth watching closely.

it wont be easy to get out

omg just let me place a trade without a spike ''semi officiall'' ahh

What the hell is semi-official? Either you are, either not!

'semi-official' really guys, we're just posting anything now?

let's see how many of traders get liquidated today

Semi official... What the hell is this.... Just to manipulate markets. You people are posting anything.

Pure market manipulation. Have you guys seen the 10 points ? How come Trump agreed to that ?? All lies !!

Semi-officials spread semi-fake news.

Israel will continue to fight without cease fire on a full scale against Iran

Wow, cancel the ceasefire.

Explain semi-official to me... is this similar to the the alternative reality thing?

Beautiful helping my set up come through

Israel will never let peace have a change, they wanted this war for so long. The US is just the useful idiot here.

Xauusd 4890 coming

never ever believe whatever trumpturms say

Ooops, Trump farted again.

NOW MY SET UP IS AFFECTED BY THE HIGH IMPACT NEWS DAMN , probably gonna leave that because of this anyway thanks for the head ups

about to blow another account whose with me

Me mother fucker trump

PA on ldn aint liquidating anyone

i got touched

Market is going bearish.....

Let's see how many institutions will unload to public / the people with the rally created on this news. Especially if bombing in Iran continues

Sell XAUUSD