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.
1. Common capital markets 2. One regulatory system 3. Mostly energy independence (renewables + nuclear + electrification) 4. Unified army & foreign policy 5. Common industrial & tech projects
Because the pieces are already there:
- UK: 2nd biggest financial hub. 2nd largest hub by assets under management. Global leader in FX & derivatives. - Germany: 3rd largest economy. 2nd largest trade surplus in the world. - France: Global leader in nuclear energy, nuclear-armed military power, aerospace leader, and Europe’s leading agricultural powerhouse. - Spain: Renewable energy power + Massive Latin America influence (diplomatic + investment) - Italy: Manufacturing & exports
Fragmented, Europe is weak. United, it’s a superpower.
How to become one ↓ app.openmacro.ai/insights/what-… $DAM $PRL $swarms
China will no longer tolerate US bullying and displays of force.
Here is China's response to the US-Philippine military exercises "Balikatan-2026":
The People's Liberation Army Navy deployed a large naval group to the South China Sea for the exercises.
The group includes:
• The aircraft carrier Liaoning • Three Type 075, 071, and 072 landing ships • Three Type 052D and 055 guided-missile destroyers • Five Type 054A/B guided-missile frigates • One submarine $DAM $PRL $SWARMS
🇮🇷🇦🇪 UAE Wants Iran War to Restart, Threatens Pakistan for Helping with Peace Talks
The UAE is demandeding immediate repayment of a $3.5 billion loan from Pakistan this month and threatened to freeze 5% of its central bank reserves. Islamabad's crime was serving as a backchannel between Washington and Tehran during ACTIVE hostilities.
The UAE does not want this war to end.
Saudi Arabia moved in the opposite direction, depositing $3 billion in fresh funds and extending a $5 billion existing deposit for another year, making clear that not every Gulf state sees peace as a threat to its interests.
For the first time in history, renewables met 100% of global electricity demand growth in 2025.
Every new TWh the world consumed last year was covered by solar and clean sources fossil fuels added nothing net to the growth equation.
In 2001 almost all demand growth was fossil fuels. By 2025 solar alone is carrying the load.
⚠️But this happened the same year Hormuz closed and reminded the world that electricity generation and liquid fuels are 2 completely different problems and renewables solve just 1 of them.
You can solar-panel your grid. You can't solar-panel a 747....
The European Union has rolled out its largest sanctions package yet on Russia, expanding beyond banks and oil to target crypto.
The new measures aim at how Russia uses crypto to bypass restrictions, including banning 20 banks that offers crypto services and digital ruble-related systems. $DAM $PRL $SWARMS
HORRIBLE: 🚨This is how Zelensky takes care of his soldiers on the front line. Starving Ukrainian troops from the 14th Brigade in Kharkiv are losing consciousness from hunger and drinking rainwater. Their families are posting shocking photos because the command has failed to deliver food and water for months. Exhausted, starving, and broken Ukrainian troops — many looking like walking skeletons after years of meat-grinder warfare. While Zelensky flies around the world in designer suits and begs for more money, his men are dying of hunger and exhaustion in the trenches. This is not leadership. This is abandonment.
🚨Iran announces it possesses what it describes as the “card” of closing the Bab al-Mandab Strait in the Red Sea through the Houthi group in Yemen.
Mohammad Bagher Ghalibaf published a notable post in which he outlined what he described as Iran’s “cards” in response to what the United States boasts about.
He indicated that the Strait of Hormuz card has been partially used, while the Bab al-Mandab card has not yet been used, along with the option of disrupting energy transport through regional pipelines, whether oil or gas.
In contrast, he argued that the United States has already “consumed” its strategic reserves card, after resorting to large withdrawals to reduce domestic fuel prices, which—according to his view—has lowered stock levels and reduced flexibility in future crises.
He also noted that markets have not yet fully reflected price increases, expecting a “forced and sharp adjustment” due to supply shortages and the failure of temporary solutions, potentially leading to a wave of inflation that would be difficult to contain.
In summary, he suggested that using these “cards” in the event of renewed war could trigger a broad economic shock, with a sharp rise in energy prices exceeding the capacity of consumers in Western countries.
In March, Indian LPG import volumes dropped 40% versus February.
Gulf suppliers UAE, Qatar, Saudi, Kuwait fell from 90% of India's mix to roughly 55% almost overnight.
Now India is rewriting its supply map:
🇷🇺 Russia formally offering to increase LPG, crude, and LNG shipments to fill the gap India taking it despite US pressure.
🇦🇷 Argentina shipped 50,000 tonnes of LPG to India in Q1 2026 more than double its entire 2025 volume via Bahía Blanca, bypassing Hormuz and Suez entirely.
🇺🇸 US cargoes growing. West Africa and Norway being explored.
A handful of LPG carriers are still pushing through Hormuz under naval protection 94,000 tonnes in late March but insurance costs are punishing and volumes can't recover at scale.
This is the energy map rewriting itself country by country, commodity by commodity, route by route.
What took decades to build is being rerouted in weeks. Don't forget to subscribe to my newsletter,my latest article is here 👇 open.substack.com/pub/themerchan… $BSB $AIN $LDO
"Iran and Russia are forcing the US to make contradictory decisions at the last moment."
The publication notes that if earlier the US could use its financial power to paralyze the economies of its opponents, now countries like Russia and Iran are responding asymmetrically, using their influence on energy markets.
This mutual pressure has led to the fact that the US Treasury Department, responsible for sanctions, has lost its stability and resorted to "reactive actions and situational decisions".
In other words, instead of a long-term strategy, Washington is forced to constantly change its policy on the fly to avoid economic crises.
At the peak of the conflict with Iran, the US lifted oil sanctions against Iran and Russia. Now the head of the Treasury Department first announces that the sanctions exemptions for Russia will not be extended, then extends them a few days later, and then again says that there will be no extensions.
Former Pentagon adviser: Massive famine and industrial collapse are on the way
Jim Rickards points out: 🔹 The Strait of Hormuz has been closed for 56 days. About 20% of the world's energy and oil, as well as a large percentage of liquefied natural gas, pass through this waterway.
🔹 When the war against Iran began on February 28, tankers were heading to South Korea, Japan, Australia, New Zealand, Malaysia, and India. I called this situation a "floating oil pipeline". Now, this oil pipeline has fallen to zero.
🔹 For the countries of the global south, the crisis is deeper. They are largely dependent on nitrates from the Persian Gulf for fertilization.
🔹 It's now the sowing season. If you can't fertilize the fields, you can't even plant crops. In addition to industrial collapse, we will also witness massive famine..