Trump: Iran has just informed us that they are in a “State of Collapse.” They want us to “Open the Hormuz Strait,” as soon as possible, as they try to figure out their leadership situation (Which I believe they will be able to do!). Thank you for your attention to this matter!

(instead of Axios, they deployed Trump this time Just minute before Market Open)

IRAN Mission to UN: Iran is not a party to the 1982 UN Convention on the Law of the Sea. Therefore, it is not bound by its treaty-based provisions.

China is poised to resume exporting jet fuel, gasoline and diesel from May, in a move that could significantly ease the worldwide shortages caused by the Iran conflict.

The country’s large state oil companies have applied for export permits to ship fuel in May, according to several trading sources, signalling that a ban that was introduced at the start of the war to protect domestic supplies may be relaxed.

Before the war began, China was exporting almost 800,000 barrels a day of refined fuels, according to data from Kpler. That total roughly halved in April.

(mr too predictable president the truth social strategy failed, SPX down ~1%, Oil Up, so deploy Axios immediately now!, Thank You)

Mediators in Pakistan expect to receive a revised proposal from Iran in the next few days to end the war, after US President Donald Trump indicated that he would not accept an earlier version, sources close to the mediation process told CNN.

(We got CNN instead)

Not expecting the UAE to FLOOD the market once the war ends and Hormuz flows resume. But will they will have the flexibility to produce higher than their prewar quota: Amena Bakr (Head of Middle East Energy at Kpler)

REUTERS, CITING A US SOURCE: THERE ARE MILITARY OPTIONS ON THE TABLE, INCLUDING AIR STRIKES ON IRANIAN MILITARY AND POLITICAL LEADERS

CHINA SULFUR PRICES HIT HIGHEST LEVEL SINCE 2009

Trump: Iran can’t get their act together. They don’t know how to sign a nonnuclear deal. They better get smart soon!

(nonnuclear deal?)

TRUMP: NO MORE MR. NICE GUY

(this was some evacuation according to PM takaichi)

https://x.com/takaichi_sanae/status/2049371932659953997

(We should only focus on inbound vessels going forward for SOH)

WTI > 103
BRENT > 115

(SPX ATH, AXIOS, PAKISTAN, TRUTH SOCIAL deployment Failed, mr Too Predictable President now what?)

TRUMP AND OIL COMPANIES DISCUSSED STEPS TO CONTINUE IRAN BLOCKADE FOR MONTHS IF NEEDED

Also few hours ago: In recent meetings, including a Monday discussion in the Situation Room, Trump opted to continue squeezing Iran’s economy and oil exports by preventing shipping to and from its ports. He assessed that his other options—resume bombing or walk away from the conflict—carried more risk than maintaining the blockade, officials said.

Time Is Running Out

And SPX ATH and trump yapping not gonna solve physical reality)

Started with Asia (in process), about to hit EU (next week or so) and then United States (in few weeks)

Netanyahu is not expected to travel to the United States next week: Israel PM Office

President of United States of Zimbabwe is *fking* lying

But SPX at ATH

Trump: I Will Not Lift The Naval Blockade Without A Deal That Includes The Nuclear Program

CENTCOM has prepared a plan for a "short and powerful" wave of strikes against Iran aimed at trying to break the current impasse in negotiations, three sources familiar to Israeli Media (channel 12)

The sources said that after such attacks, which would likely include infrastructure targets, the US would call on the regime to return to the negotiating table with a greater willingness to make concessions on the nuclear deal

Sources said that at this point Trump still wants to continue the naval blockade to see if Iran surrenders. But he is considering the military plan if that doesn't happen