Stephen Mayne
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Appearances Over Time
Podcast Appearances
Take what you can get.
Anyway, we've got a few questions on SpaceX later, but what do you think of the Iran peace deal or one and a half secret pages of it?
And it's interesting, there's like, so there's 100 tankers stuck in there at the moment.
So they'll get out because you've got this 60-day negotiating period.
So the oil price is coming off quite a lot.
And those 100 tankers will get out.
There's already a few of them passing, the very large gas carriers.
But the real test will be if any empty tankers are prepared to go in.
So that's the real test.
And that's where the 60 days, so at least the straight will be unlocked.
Everyone that's blockaded in there gets out.
Oil will flow.
And the Qataris are saying they reckon they can get 50% of their lost gas production back within four weeks.
So you will get a bit of, you know.
But is the straight going to stay open?
Will it be toll free?
Could this blow up again?
And then you've got, of course, Israel and Hezbollah.
Like, you know, the $300 billion is an element of good behaviour bond with the $300 billion.
But last time the Iranians got a pile of cash, you know, for good behaviour, they kept on supporting their proxies like Hamas and Hezbollah.