Iran Sanctions: Sell the Fact? What to Watch for on EU, China and Upcoming Energy Measures

Today, the U.S. provided more details on the reimposition of selected financial sanctions, clarifying decisions taken by virtue its repudiation of the JCPOA some months ago. Formally the sanctions, which come into effect today, ┬áinclude measures limiting Iranian access to USD, precious metals including gold, restriction on the auto trade, industry and shipping. The updated… Continue reading Iran Sanctions: Sell the Fact? What to Watch for on EU, China and Upcoming Energy Measures

OPEC Compromise: Can Kicking Buys Time for Sanctions Rollout and Demand

Last week, OPEC+ ministers managed to come to a consensus after days of contentious discussions in Vienna, achieving the goal of formally keeping the OPEC+ alliance together, but failing to solve some of the thorny issues between key members including Saudi Arabia and Iran. The final agreement, which commits the group to reversing recent overcompliance… Continue reading OPEC Compromise: Can Kicking Buys Time for Sanctions Rollout and Demand

Iran and risks to the Sanctions Regime

I've been spending a lot of time (maybe too much time) in the last few weeks thinking about the Iran deal and economic and political impact of the U.S. exit. ┬áI'm not alone, judging by the sheer number of quickly organized JCPOA exit panels in D.C. last week. If people seemed insufficiently worried about the… Continue reading Iran and risks to the Sanctions Regime