# US-Iran Deal or NO DEAL. July Energy Tipping Point

Page: https://stenobird.com/podcast/the-duran-on-odysee-5399169/us-iran-deal-or-no-deal-july-energy-tipping-point
Text version: https://stenobird.com/podcast/the-duran-on-odysee-5399169/us-iran-deal-or-no-deal-july-energy-tipping-point.md
Podcast: [The Duran on Odysee](https://stenobird.com/podcast/the-duran-on-odysee-5399169)
Published: 2026-05-30T08:23:16+00:00
Episode link: https://odysee.com/us-iran-deal-or-no-deal.-july-energy:1a49248e7d7002a17a92b7ac0b5068e10c24c051
Audio file: https://player.odycdn.com/v6/streams/1a49248e7d7002a17a92b7ac0b5068e10c24c051/d06635.mp4
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JSON: https://stenobird.com/v1/public/podcasts/the-duran-on-odysee-5399169/episodes/us-iran-deal-or-no-deal-july-energy-tipping-point
Duration seconds: 1819

## Resource

The Duran: Episode 2533 The Iran US standoff is entering a critical phase as the Strait of Hormuz remains closed and global energy stockpiles approach dangerous lows, with industry analysts warning that June and July could mark the point of no return for oil prices worldwide. Alex Christoforou and Alexander Mercouris of The Duran break down why the memorandum of understanding sits unsigned, how Trump's maximalist nuclear enrichment demands keep derailing any ceasefire extension, and whether Netanyahu's repeated assurances that Iran is on the verge of collapse are driving the White House toward a costly miscalculation. With Bessant managing the financial markets and the strategic petroleum reserves quietly depleting, the question is no longer if this pressure becomes unbearable but when. 00:00:00 Introduction: Iran US standoff overview 00:01:19 Pakistan as courier, not mediator 00:03:10 The memorandum of understanding explained 00:04:20 Trump backs off: Netanyahu and hardliner influence 00:05:19 Lebanon stalemate: Hezbollah and Israel 00:07:22 Trump's maximalist nuclear enrichment demands 00:09:20 Strait of Hormuz remains closed 00:10:23 June July tipping point: global energy shortage forecast 00:11:20 Can the US keep oil at $100 through winter? 00:12:58 Why oil never hit $150: stockpiles and market intervention 00:16:24 Strategic petroleum reserves and the dangerous game 00:18:23 Europe ignores its own energy crisis 00:20:42 Bessant managing markets: how long can it last? 00:23:01 Netanyahu's house of cards narrative about Iran 00:25:41 Parallels with Russia sanctions miscalculation 00:28:47 Iran's real leverage: the Strait and Gulf pressure 00:29:50 Closing remarks and channel links ***THE DURAN SHOP*** https://theduranshop.com ***REVERSE GEAR…

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