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🚨 The Iran-US war is now reshaping global markets in real time.
Here's where we stand:
📊 OIL: Brent crashed 9% after reports of a US 15-point ceasefire plan sent to Iran (NYT, Reuters, Channel 12). Was above $100/barrel all March.
🌊 HORMUZ: Iran now running a "permissioned corridor" — ships pay $2M per transit in YUAN. Only 5 ships/day vs 120 pre-war.
🇵🇰 ISLAMABAD: Pakistan ready to host talks. Two formats discussed:
→ Araghchi + Witkoff + Kushner
→ OR JD Vance meets Ghalibaf
🇮🇷 IRAN'S CONDITIONS:
• No future military action guarantees
• Close ALL US bases in the Gulf
• Full reparations from US & Israel
• New legal framework for Hormuz
Trump says "major points of agreement." Iran says no talks happened — calls it market manipulation.
Ghalibaf: "Fakenews is used to manipulate financial and oil markets."
Asian markets already reacting: Nikkei +2.3%, KOSPI +2.6%
The biggest energy crisis in decades — and both sides are playing the market.
Sources: Al Jazeera, @KobeissiLetter, @AshCrypto, @MarioNawfal, @AFpost, @PolymarketStory