Iran's president just APOLOGIZED to neighboring countries and says attacks against them will STOP.
Sounds like relief. Sounds like de-escalation.
But read the fine print:
✅ Iran says it will stop attacking neighbors ✅ Iran's president apologized for collateral damage ✅ Gulf states may finally breathe
BUT...
⚠️ "UNLESS attacks originate from there against Iran"
That one line changes EVERYTHING.
→ The UAE still hosts U.S. military bases launching strikes on Iran → Saudi Arabia still intercepting Iranian drones — that counts as "originating from there" → Bahrain is home to the U.S. 5th Fleet — STILL operational against Iran → Any Gulf state that allows American jets to refuel or rearm = FAIR TARGET again
Iran didn't stop the war. They gave themselves a LEGAL EXCUSE to restart it whenever they want.
This is not peace. This is a TRAP.
⚠️ The Strait of Hormuz is STILL closed — zero ships ⚠️ The 82nd Airborne is STILL on standby ⚠️ Three U.S. carrier strike groups are STILL converging ⚠️ Tehran is STILL getting bombed every night ⚠️ Dubai Airport was hit HOURS ago
Iran apologized to the neighbors so they can focus ALL firepower on the real targets: the U.S. and Israel.
The ceasefire with the Gulf is just Iran clearing the chess board.
The next move is coming. And it won't be an apology.
🇮🇷 Google Search is back in Iran after 48 days of blackout.
State-linked media say access was restored just hours ago. But the internet is still not fully back. Gmail and other services remain blocked, and connections are unstable.
This comes after one of the most extreme shutdowns seen in a connected country. For weeks, most people were cut off completely.
Only a small group stayed online. Government insiders, state media, and loyalists had access through special SIM cards. Others had to rely on expensive VPNs, if they could get them.
The blackout started with the US-Israel war. Tehran tightened control over who gets access and who doesn’t.
The cost is already massive: around 1.8 billion dollars in economic damage, plus the impact on daily life and communication.
Access is returning, but under extremely tight control.
🚨WHITE HOUSE MOVES TO GIVE U.S. AGENCIES ACCESS TO ANTHROPIC’S MYTHOS AI
U.S Government in a controversial move is preparing to grant federal agencies access to Anthropic’s most powerful model, Mythos, capable of uncovering thousands of critical software vulnerabilities. $MOVR $ORDI $SOON
JUST IN🇮🇷🇺🇸❌🇪🇺🔥 IEA warns Europe, US and Israel are suffering heavy shortage in supply of 'JP8' Jet Fuel to their Fighter jets, Commercial Aviation, and Military cargo planes.
🚨HOSKINSON: BITCOIN QUANTUM PLAN WON’T SAVE ALL BTC
Cardano founder Charles Hoskinson says the latest Bitcoin proposal to freeze vulnerable coins would still leave at least 1.7 MILLION pre-2013 BTC at risk from quantum attacks.
BREAKING : Iran has just given brutal reality check to Trump 🔥
🇺🇸 TRUMP at 8 AM –– "Iran has agreed to hand over the enriched uranium to the US as part of ceasefire negotiations"
🇮🇷 IRAN at 8:35 AM –– 🔥 "That is another Trump's lie. We had no such discussions with the US or Trump. Iran will negotiate on own terms and won't bow down to anyone"
Despite everything, Trump has been a failure on making Iran surrender. Credits to Iran 🫡
4 charts, 1 story. The biggest energy reroute in modern history.
🇨🇳 China's crude import VALUE hit a 1-year high in March. Same volume. Much higher bill. Hormuz closed = paying more for less reliable supply.
🇺🇸 Americas/Atlantic crude arriving in rest of world? DOWN 1.2mbd vs Jan/Feb. 75 million barrel stockdraw coming May-June. Because every barrel is being diverted east.
🌏Americas/Atlantic crude arriving in Asia? UP 1.3mbd in May. +2.2mbd in June. +2.8mbd in July. Replacing 8mbd lost from Hormuz closure. US crude flooding Asia at record pace.
📈 Americas exports to Asia breaking every historical range. The red line is 2026. It's not even close to precedent.
The reroute in one sentence:
Middle East oil locked in the Gulf → Americas oil racing east to Asia → Europe getting less → 75 million barrel stockdraw by summer.
Every barrel that goes to Asia is one that doesn't go to Europe.
The world isn't running out of oil.
It's running out of oil in the right places.
If you want to know the best energy stock to pick right now subscribe to my newsletter here: themerchantsnews.substack.com
Physical crude is still trading like there is a real supply emergency.
Futures are trading like the crisis is almost over.
That gap is NOT normal.
Reuters says the Iran war has shattered oil’s usual pricing signals, with physical grades surging far above futures as Hormuz disruption blocks nearly a fifth of global oil flows. Dated Brent has traded as high as $120 to $150, while futures have stayed much closer to $100.
That matters because futures can chase hope.
Physical markets cannot fake scarcity.
So when real barrels are screaming one thing and paper markets are pricing another, someone is wrong. And if that disconnect snaps shut, it will not be subtle. It will hit inflation, growth expectations, and risk assets all at once. 🛢️ This is not just an oil story.
It is a MACRO story.
Is the market still underestimating how violent this oil repricing could get?
🚨🇧🇪 JUST IN: Belgium just seized two British military shipments bound for Israel. At Liège Airport. 33 crates. Military components including lasers, sights, fire control systems, and aircraft parts.
The cargo arrived by truck from the UK. It was supposed to fly to Tel Aviv on a Challenge Airlines flight. Belgian customs stopped it after NGOs tipped them off about irregularities in the manifest.
Why? Because Belgium has a ban on military equipment transiting to Israel. These items lacked the required permits. So they were seized. On the spot.
A European country just blocked British weapons from reaching Israel. Not Iran. Not Russia. Israel. And the shipments came from the UK, one of Israel's closest allies.
The NGOs that tipped off Belgian customs? Declassified UK and Vredesactie. British journalists helped stop British weapons.
The world is changing. Even Europe is drawing lines. The question now is how many more shipments will get stopped before the public finds out.
🇺🇸🇸🇦 The Iran war may have just broken a deal that kept America's borrowing costs low.
Since 1974, the U.S. and Saudi Arabia have had a quiet deal: Gulf states sell oil in dollars and park the profits in U.S. assets.
In return, Washington provides military protection.
That arrangement has kept U.S. borrowing costs artificially low for 50 years.
The Iran war is breaking it.
The U.S. attacked without warning its Gulf allies, left their infrastructure exposed to Iranian strikes, and damaged Qatar's LNG production for potentially 5 years.
The message to the region: the security umbrella isn't real.
At the same time, the U.S. imports less Gulf oil than ever. The deal made sense when America needed the crude. It needs it less every year.
Saudi Arabia and the UAE hold around $250 billion in U.S. debt.
If the petrodollar unravels, that money won’t stay parked in Treasuries, and everyone will feel it.
🚨 BREAKING: IRAN SIGNS HISTORIC $52 BILLION ENERGY & MILITARY PACT WITH BRICS NATIONS – GLOBAL OIL ROUTES NOW UNDER TEHRAN CONTROL RIGHT NOW Iran has just signed a game-changing $52 billion energy and military pact with BRICS nations, giving Tehran effective control over 45% of the world’s critical oil routes and advanced defense cooperation. This deal makes any future Western sanctions almost impossible to enforce and cements Iran as the undisputed superpower of the Middle East. The cowardly United States is in full panic mode with no immediate response. Israel is now completely isolated as even its former partners distance themselves. Iran is the first brave nation to force America to its knees and reshape the global order in real time!
⚡️🇮🇱🇱🇧🇮🇷 NEW: The city of Bint Jibeil in southern Lebanon is FULLY SURROUNDED by the Israeli terrorists from all sides, but a few dozen local Hezbollah fighters remain barricaded in the old town center and they likely intend to resist till the final moments $BIO $ORDI $BASED