🚨 BREAKING:
Iran is reportedly considering reopening the Strait of Hormuz — but with one condition.
Oil must be traded in Chinese yuan.
Not dollars.
Not euros.
Yuan.
If true, this is not just about war.
This is about the petrodollar system.
#Oil #Iran #Macro
Iran is reportedly considering reopening the Strait of Hormuz — but with one condition.
Oil must be traded in Chinese yuan.
Not dollars.
Not euros.
Yuan.
If true, this is not just about war.
This is about the petrodollar system.
#Oil #Iran #Macro
1.
The Strait of Hormuz carries roughly 20% of global oil supply.
For 50+ years, global oil trade has been priced in US dollars.
That system — the petrodollar — forces countries to hold USD reserves to buy energy.
It is one of the pillars of American financial power.
The Strait of Hormuz carries roughly 20% of global oil supply.
For 50+ years, global oil trade has been priced in US dollars.
That system — the petrodollar — forces countries to hold USD reserves to buy energy.
It is one of the pillars of American financial power.
2. Now imagine this:
A major oil route reopens, but only for cargo traded in yuan.
That would mean:
• less demand for dollars
• more demand for Chinese currency
• a direct challenge to the global dollar system
This is geopolitics through energy markets.
A major oil route reopens, but only for cargo traded in yuan.
That would mean:
• less demand for dollars
• more demand for Chinese currency
• a direct challenge to the global dollar system
This is geopolitics through energy markets.
3.
Markets are already nervous:
• war in the Middle East
• shipping disruptions
• oil volatility
• potential currency shifts
When energy + currency systems collide, markets historically turn to real assets.
Markets are already nervous:
• war in the Middle East
• shipping disruptions
• oil volatility
• potential currency shifts
When energy + currency systems collide, markets historically turn to real assets.
4.
And that’s where silver comes in.
Unlike fiat currencies, silver:
• cannot be printed
• has thousands of years of monetary history
• is both a monetary and industrial metal
In times of uncertainty, investors look for tangible value.
And that’s where silver comes in.
Unlike fiat currencies, silver:
• cannot be printed
• has thousands of years of monetary history
• is both a monetary and industrial metal
In times of uncertainty, investors look for tangible value.
5.
History rhymes.
Geopolitical shocks → monetary instability → hard assets.
Silver has been money for 5,000 years.
Paper systems come and go.
Metal remains.
#Silver #SilverStackers #PreciousMetals
History rhymes.
Geopolitical shocks → monetary instability → hard assets.
Silver has been money for 5,000 years.
Paper systems come and go.
Metal remains.
#Silver #SilverStackers #PreciousMetals
6.
If the petrodollar system is even partially challenged, the consequences could ripple across:
• currencies
• energy markets
• sovereign debt
• global trade
Moments like this remind people why physical assets matter.
If the petrodollar system is even partially challenged, the consequences could ripple across:
• currencies
• energy markets
• sovereign debt
• global trade
Moments like this remind people why physical assets matter.
7.
War, currency shifts, and energy crises rarely arrive alone.
They arrive together.
And when they do, the question investors ask is simple:
What holds value when systems start shaking?
Many are answering that question with silver.
War, currency shifts, and energy crises rarely arrive alone.
They arrive together.
And when they do, the question investors ask is simple:
What holds value when systems start shaking?
Many are answering that question with silver.
@threadreaderapp unroll
• • •
Missing some Tweet in this thread? You can try to
force a refresh
