Strategy Note /
MENA

Iran Nuclear Deal might be now or never, but Israel friction will last

  • Second round of negotiations since hardliner Raisi's election are ongoing and expectations of progress are low

  • Deal means 2.5mbpd more global oil, no deal means Iran's autarky endures; in any event, friction with Israel to persist

  • But lack of support from US, GCC, Russia, China, EU constrain Israel; more covert sabotage not direct military strikes

Iran Nuclear Deal might be now or never, but Israel friction will last
Hasnain Malik
Hasnain Malik

Strategy & Head of Equity Research

Tellimer Research
12 December 2021
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