upsidetrader
Axios-type leak: Iran will “give on enrichment” if we ease sanctions.We’ve seen this movie.What’s actually on the table is the same swap as June: cash and the blockade first, nuclear later. Friday Tehran said on the record they won’t give up enrichment rights or ship the HEU out. Trump already rejected the 7-day Hormuz plan Saturday. This leak is the next pitch.What’s different: the plants are rubble, midterms are 5 weeks out, and China just got leaned on. What’s not: sequencing. Until the stockpile moves or enrichment is contractually zero with inspectors in the building, it’s a headline, not a deal.Oil can dip on the leak. It rips back the first time Hormuz gets cute.$CL_F $USO
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