Anthony Scaramucci

The Americans are saying there's a blockade, but the Indian government has reported that 34 tankers that are Iranian oil producers,

supplied tankers have arrived in India through the blockade.

And so the president, as we've pointed out, is letting certain tankers go through because he doesn't want to blow up the Indian or the Chinese economy while this war is going on.

And so I guess, again, another question, that's good for the Iranians.

That gives them more money.

So your reporting is four to six months.

I said last week,

that I thought they had 45 days.

And so I just want to go back and I want to say that your reporting is actually more accurate because what is happening is they're getting a lot of upfront payments from their oil partners.

Exactly.

And so that's increasing the runway that they have.

They may have had 45 to 50 days earlier in the month, but now it looks like they're going to go six months.

Again, Neil Ferguson is saying six to 14 months now of usable reserves with over $30 billion left.

in the Iranian central bank of hard currency.

So again, caddy, US is going to be tolerant.

We're going to go 16 to 14 months, $9 a gallon of gas, no fertilizer in the farmland.

That's what's going to happen.

Thanks, guys.

See you on Wednesday.

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