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Strategies & Market Trends : Natural Resource Stocks -- Ignore unavailable to you. Want to Upgrade?


To: frankl who wrote (90197)7/27/2012 5:50:47 PM
From: isopatch  Respond to of 108908
 
Am no geopolitical expert. Fair to say there's been a "war risk premium" built into oil prices for quite a while. Sustaining that premium is in Iran's interest. It allows them to sell their production for more than they'd otherwise receive. I doubt the economic impact of western sanctions offset more than a fraction of that premium. So, I'd expect the brinkmanship to continue from the Iranian side.

The nuclear issue is more complex. Unfortunately, I think ran will get nukes. Only question is how high a price they have to pay.

Elimination of some of their key scientists, and repeated computer virus attacks on their R&D facilities have been effective in slowing their progress. Probably more than enough to get past the U.S. election. After that? Odds of an Israeli military strike go way up.

JMHO. As I said, have no expertise and nothing beyond ordinary media information with which to form an opinion. Would like to hear from the rest of you guys, out there. I'm sure there's things I'm overlooking and/or unaware of.

TIA

Isopatch

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