This is a good news/bad new report.
One thing jumped out at me, esp given alot of other reports about war preps in the region:”
“The restrictions began at midnight local time on Wednesday (2030 GMT Tuesday) and would continue for four months - with a possible extension to six months - the government said.”
Why the time table? If this is economic what will be different in 4-6 months? We kow that the Iranian economy has been bad and there are shortages, and this may explain whats going on, but could this also be a diverting of fuel supplies to military reserves? Could this be a precursor move that could signal that Iran is contemplating or worried about military hostilities in the next few months?
Or, could this drive Iran to start trouble externally to distract an unhappy domestic population?
This is something we can certainly exploit if we play our cards right ... but we need to keep our powder very dry ... just in case.
More instability in a powder keg of a region.
Good post, Mac. Thanks!
Your second point had occurred to me as well.
-Rex
Excellent analysis!