JustDario

ANNOUNCEMENT

I will host my next Live Stream on Monday, 20th, at 9 pm EST, and the following one on Monday 27th at 10am CET (4am EST)

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My latest thoughts on the developing Iran-US confrontation

The US military attack to an Iran empty tanker deep inside the Persian gulf en route to Kharg island signals a major shift in tactic. While before the blockade was more “conventional”, now it seems they will close access to Iranian ports. During the first blockade Iran has effectively used empty tankers to continue its crude oil production, the reason why was able to export ~80m barrels quickly. But now Iran will have many tankers in the Indian Ocean that cannot come back and those still inside might be actively precluded to be used as floating storage accelerating the timeline of production shut ins. The plan is to deliver a faster economic blow than what it was done in the previous round.

So far today Iran hasn’t made any retaliatory move against this change of posture. No retaliatory moves have been made either to answer the attacks to its civil infrastructure. I don’t think we will need to wait too long before they play thei

I just published on my blog www.justdario.com a very important article: "WHY IRAN MIGHT BE ON THE VERGE OF DELIVERING A SHOCK TO GLOBAL FINANCIAL MARKETS"

https://justdario.com/2026/07/why-iran-might-be-on-the-verge-of-delivering-a-shock-to-global-financial-markets/

This is my view on the current situation. Any comments or feedback from all of you, my dear subscribers, are welcome here on Slice