So far, the US-Iran situation is developing in an optimistic direction as I expected. The Pakistani Army Marshal's visit to Iran represents not only Pakistan but also reflects the attitudes and will of China and Russia regarding the US-Iran situation.


Therefore, Iran needs to make certain concessions in response to this situation, especially on nuclear issues.
However, based on current media disclosures, there is another very important issue: Iran's promise not to develop nuclear weapons for a certain period is acceptable, but the existing enriched uranium remains a significant point of contention between the US and Iran.
Given this situation, the US and Iran are likely to continue communication. Iran's stance is to retain the current level of weapons-grade uranium, which the US will inevitably oppose. The final compromise may be that a third-party country takes over these enriched uranium stocks.
Personally, I speculate that on nuclear issues, Iran promises not to develop nuclear weapons for a certain period, but the existing weapons-grade uranium will probably be transferred to Russia for storage under Chinese supervision, which could be a win-win situation for both the US and Iran.
The nuclear technology was provided to Iran by the US back in the day. This boomerang has come back to the US after half a century, and opening Pandora’s box makes it difficult to completely close it, so a compromise is the only option.
However, based on current sources, there is no mention of the Strait of Hormuz issue; the focus is on nuclear issues. I believe the US and Iran have already reached a preliminary consensus on the strait issue. In the future, the strait might be nominally jointly managed by Iran and Oman, but the specific plan or whether Iran can still charge fees remains unknown.
Overall, as long as the US and Iran can facilitate dialogue, it will be a positive sign for the current macro environment! #美伊停火
View Original
post-image
post-image
post-image
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pinned