EU

WrexyWrex

US exports of distilled spirits to Canada fell 70% (!) last year. That's because there has been a ban on U.S. spirits sales across most Canadian provinces Perhaps even more striking was the 35% decline in US whiskey exports to the EU -- where there was neither a ban nor retaliatory tariffs. (EU retaliation was announced but has been suspended multiple times and never gone into effect) per Catherine Rampbell, Economist at Bulwark We don't even need tariffs anymore, countries are just boycotting us lmao [](https://bsky.app/profile/crampell.bsky.social)

WSB-mods-are-

EU is about to monitor the shit out of this situation 

Diddly_eyed_Dipshite

Dude that's naiive as hell. Fwiw I agree with you, and I feel pretty secure investing im the transition here in Europe because the pathway is clearly laid out, all sides are aligned on the problem, there is a long term strategy and its easy to see the industries that are growing and have the most potential to grow as the transition spreads across electrification, transport, energy, and so on. Energy independence is Europe's key goal over the next decade, initially spurred on by environmental needs but now reinforced and sped up from geopolitical needs. I would find it hard to do the same thing in the US. Trump is the most anti-renewables hater ever, paying billions in taxpayers money just so wind farms dont go ahead, the US is going backwards, undeveloping itself by investing in coal and oil. Its a very short term strategy, has no continuity, has no political agreement. And to he honest when Dems were in they were better sure, but still not that great and oil still was favoured. If I was investing in sector ETFs like energy, ESG, Electrification, I'd go developed world ex-US or maybe even developed + EM small caps. But in 10 years time the leaders will be those who are safer and more prosperous i.e. China, EU, parts of Africa... and way way way down the list will be the US.

PrettyPleaseYo

The American school system is built to form obedient factory workers. Not critical thinkers who would be tempted to start any kind of revolution. Plus most people are stuck in survival mode working all the time, if you risk your job you risk your right to health care. By attending a protest you risk loosing your job. It’s simply not as safe to protest as it is in the EU. You and your family risk getting f#cked.

rmp266

Thats kinda the dream scenario for Iran (power and influence at all time high) China (enemy economy crippled) and Russia (EU reverts to russia for oil and gas again, Ukraine probably be forced to concede the war). How are people not understanding Trump is a Russian asset yet after all these years and events lol

DroppingGrumpies

How about you dispute what I said.. Give me actual factual information as to why I’m wrong. There’s a reason why the EU parliament just voted in tougher immigration policies on “irregular immigrants” lol… cause you can’t call them “illegal immigrants”. Tougher policies including sending them to “hubs”… lol… but no, there’s no problem in the EU and it’s just all Fox News propaganda

JamUpGuy1989

Everything is still shit. The leaks for the speech tonight is basically saying we’re losers AND the Strait is still closed (telling our EU partners to figure it out). And the DOW is up because…?

Me-Regarded

Ber case: Boots on ground, leaving NATO, more unhinged threats I can't even fathom. Bol case: Taco packs up and leaves, let Europe clean up his mess. Most likely this will open the strait because EU didn't help us and Iran only hates us. Does this sum things up?

Equivalent-Sea-9006

Also his executive order on birth right, Iran addressing his country before him, the EU counties denying flights and also having a meeting tomorrow without him. Been a rough day, gonna be in a great mood. 

BeatnologicalMNE

Will he pull all the troops from EU bases too? Or maybe start paying for that presence?

Icy_Jelly_315

Everyone here is retarded but the occasional case needs specifically calling out, like you. "Gas" always costs a lot more in the EU than in the Great Satan, so how do you even think you are making a coherent point with a claim about EU petrol prices expressed in USD?

Samjabr

you think this fking idiot would learn after the biggest self-own ever, by forcing Musk to buy Twitter. Calls on TSLA - Europe sales are coming in through the roof - I wonder why... Oh, right - because principles don't mean shit when gas literally hits $9 a gallon in the EU lhttps://www.cnbc.com/2026/03/25/elon-musk-calls-for-delaware-judge-to-recuse-in-cases-alleging-bias.html

pazvanti2003

Want to start trading ETF. What to buy? Hi all. I am quite new to this trading stuff, but eager to learn. I have about 10.000 euro I would like to invest in ETFs, but don't know which ones to go for. I am not looking for rapid gains, but something that will surpass inflation on the long run. Also, don't want to go for US-only stocks, but something that has both US and EU, especially since the Ai boom made the S&P500 so much to be influenced by just a handful of tech companies. I have an etoro account and an IBKR account. Already have some individual stocks and some crypto, but no ETFs for now. Anyway, any advices on where to start? Thanks.

SpecialTip2720

Yeah finger's crossed. Admittedly I don't have much expertise, but everything I've looked into so far is telling me that the conflict in Iran has overall strengthened Tenaz's strategic position. Short term 60% drop in gulf exports, Qatars Ras Laffen offline with a 5 year repair timeline (20 % of global LNG). Not to mention the exposure of how fragile this supply line is and the geopolitical implications of depending on it from here on. With EU already looking to become energy independent as a result of Russia and now unpredictable US admin, this kicks it up the importance of this several notches. The onyl bearish case I can see for TNZ is that with the fields offshore EU becoming more important than ever, we may see that larger producers are now unwilling to sell of their assets here and instead spin them up themselves - which of course increases demand for workers -> increased opex for TNZ. Though i dont understand the minutiae of this process so purely conjecture on my part and may be nonsense. Overall, I think it's looking like a big validation for what TNZ has set out to do here, perhaps much earlier than they were ever expecting. Time will tell about how this translates to revenue and growth however.

Big-Act8445

Do you think EU will help?

Urzuck

Because he fucked this up and now hope that EU will clear his mess lol.

isolated-cat

why is 🌮so desperate for EU to join the Whoremouse ?

Apprehensive_Law7629

The clown stated that if EU countries don’t help with opening Hormuz he will stop sending weapons to Ukraine 😅.

Apprehensive_Law7629

He actually just stated that if EU don’t open Hormuz he takes away weapons from Ukraine

hfbvm2

No more weapons for ukraine unless EU joins war in Iran

theorizable

The data from today isn't much different. You can say that other countries are seeing US markets differently, but economies aren't proxies for morality. They're functions of productivity/resources. Legislation that curbs US corporations (like against big tech in EU) are good. That's part of a healthy system. Trade deals may falter, but as soon as a competent president is back in office, they'll be renegotiated.

Sir-Realz

I already sold for profit yesterday, EU reserves are going  to drop soon, the whole Oil industry is and will adjust, US actually makes the most good quality oil more than we need. Eventually we could get energy indepence if we spent the money on modern refiners that can handle sweet oil, instead of bombing people. Also this oil thing was a momentum trade for me not a investment. 

Consistent_Panda5891

Maritime traffic shows an impressive 10 ships per day. It is not actually opened, before they where about 240 ships per day. 40% oil infraestructure is halted. EU and Australia PMs already alerted about fuel "recommendations" to spend less. Nothing cares what he says, either foreign countries investors dump the currency(USD), the market or both

ENTRAPM3NT

They are well positioned for rescheduling because they just launched Tilray Medical USA in December 2025 specifically to enter the US medical market post-rescheduling using their global experience supplying pharmaceutical-grade EU-GMP medical cannabis to patients doctors and pharmacies in over 20 countries while rescheduling lifts the 280E tax penalty for a major cash flow boost and eases banking and research barriers and their existing US beverage wellness and distribution infrastructure gives them a ready foothold to scale medical products partnerships and acquisitions quickly.

1-800-FunkMaster

Imagine 🥭 uses tonight's speech to drum up some more tariff drama. 100% increase on weak, unloyal, and stupid EU and Vietnam, fuck Vietnam

Garbage-Disposal-938

Ok interesting discussion. Here's what I see. The US has always been the strongest force within NATO. It was the US that involved itself in Ukraine's affairs in recent decades, transforming it into a pro-Western country with pro-Western leaders. The US had something like 11 CIA bases in Ukraine up until this war broke out. The National Endowment for Democracy and the US State Department were instrumental in all this. And right now, it is the US that runs the Ukrainian defense, not EU/NATO. They don't have the troops or the weaponry. Even we don't have the troops. And we're running out of weaponry. But our generals in US/German bases have been calling the shots and providing intelligence and weaponry to Ukraine which their soldiers are fighting. Eventually Russia will be the acknowledged winner and will keep the eastern parts of Ukraine. EU NATO leaders are more or less puppets screened and/or appointed by the US. EU nations do not have a military which can match the Russian army right now. They've leaned heavily on the US for decades. This is what Trump complained so much about in his first term: EU not paying its fair share for NATO. Over the last year or so, some EU leaders have bloviated about rebuilding their economies with large increases in defense spending so that they can face down this Russian menace and maybe even take Russia's natural resources and pay down their own massive national debts. But right now, their militaries are just not in a state to do such a thing. Their entire industrial economies are hobbled by very high energy costs now. Industrial bases in the EU are shrinking, not expanding. How will they build massive quantities of military equipment? On the other side, before Trump, the Germans had been doing a good energy pipeline business with Russia, which, I think, strongly suggests they weren't worried about feeding the Russian bear and making it stronger. Germans saw the cheap natural gas as a good deal and beneficial for their economy. Obama recognized that Russia had escalation dominance in Ukraine and that the US had no incentive to try and push on them. Then we got Trump/Biden/Trump. Trump said, I don't know how many times, that he would end the war with Russia in 24 hours. If Russia were losing, why did they rebuff Trump? So I see it differently. EU countries don't have enough of their own energy supplies and imports are way too expensive. They have big debt problems, their social fabric is unraveling and their industrial bases are fading fast. They need outside help if Russia attacks. But I also don't think Russia will attack because what would be the point for them?

orsomeshitidk

Are we really gonna retard so hard that the UK gets to rejoin the EU with open arms? Lmao

newtoeso

Orange now threatening or whatever you call it to leave NATO? Yeah get the fuck out so we have one less topic to hear you moan about. Will add some more capital to EU defence sector

The_BakedCrusader

They know they can't fight Russia on their own? Do you hear yourself? Russia is still bogged down in Ukraine 4 years later, and that's with outdated gear from the EU and U.S. Russia would stand no chance against a war with the EU, but the potential destruction and economic instability they can cause is something Europe want's to prevent.

Due-Dirt-8428

Potential Mango topics of discussion tonight and their potential impact of the markets: 1. He’s going to announce he’s pulling us out of NATO. Technically unconstitutional but no laws anymore. If he indicates he is leaving the strait closed and it’s up to the EU I think that’s a negative sign 2. He will announce that super soldiers just completed a mission to do some dumb shit in Iran. This would be bullish because he can now say that he won and he’s over it 3. He will just talk about the economy and how great it is. No real effect on the market, maybe slightly negative. Only thing that would be bullish is if he lays out a plan/result that he would consider a win and a path out for us without a deal.

Garbage-Disposal-938

The EU Nato countries are puzzling. Last year they were super scared the US would abandon NATO because they really thought Russia would invade Europe. They couldn't bow often or deeply enough to Washington. Now it seems like they're perfectly happy to tell the US to fuck off with this Iran war. Does that mean they never really believed Russia was going to invade?

Forest_City_Frolfer

It's a long term play only if there's US reform in the near term. They haven't proven they can be sustainable long term without legalization in either the EU or the US.

marawki

What’s your source? UAE is at the moment trying to get eu onboard, but that’s early and I doubt EU is going to mingle with this mess. The regime is still there

SolarNexxus

US produces oil, and EU will have to purchase from US. Trump does not care about oil prices.

PurpleReign123

Indeed, it’s unclear if Trump is referring to talks his administration has had with Iran’s president, Masoud Pezeshkian, perhaps through an intermediator like Pakistan, or if he’s just referring to comments Pezeshkian made yesterday. On Tuesday, Pezeshkian told EU Council president António Costa that Iran has “the necessary will to end this war.” Yet he crucially said this was dependent on certain requirements being met. That suggested Iran’s five demands, outlined on March 25, still stand. Those *likely non-starters for the US and Israel * are summarized here: 1. A complete halt to US and Israeli attacks on Iran 2. The conclusion of the war across all fronts, including conflicts against Iran-backed groups throughout the Middle East 3. Pledges that the US and Israel won’t attack Iran again in future, including the establishment of mechanisms to ensure this. 4. Payment of war damages and reparations. 5. International recognition of Iran’s sovereign right to exercise authority over the Strait of Hormuz Source: Bloomberg Doesn’t sound any of Iran’s conditions are insurmountable, correct?

soup4br3kfast

So Australia is panicking, EU fucked, 50k troops deployed and more heading that way but war is over guys

PanicDry

And he wants us to join him blasting a country to oblivion? If an EU-leader joins this shitshow unprovoked, bring out the guillotine.

RareGuarantee3532

Actually western peace was mostly due to fear of communism until 90s then aging population. No country with a 40+ average age never started a war on its territory. Neighboring wars are always between a rising power and a falling one, every EU country was destroyed after WW2. Now we are going down, so we are attacking countries going up (hello russia, hello middle east, hello south america,...)

Curious-Visual4525

How would EU defensive stocks react? Can you see this move in any asset or any way already?

Zealousideal_Wall627

No its obviously not just because they are American obviously but its a mix of a lot of factors that currently isn't replicable elsewhere, at least for decades and would require countries to change a lot of domestic laws I don't think they have any interest in changing. (It's different but same concept) sort of like how you just can't "replace" Chinese manufacturing, at least not for decades not without serious investment. I haven't seen anything to suggest American companies aren't going to have ample access to global markets going forward. I wouldn't exactly say everyone "played ball" either, most already did aggressively would pursue their own self interests against the US and abuse the systems. There is some truth to it. EU wouldn't take any responsibility for its own defence, also fined US companies so much because they can't generate enough tax revenue, to the point it's pretty much an impromptu tax just to operate there. As far as the gulf states, I'd be surprised if they weren't some of the ones in the presidents ear trying to get him to do this war in the first place.

GrillAndChill420

USA so stupid. First they tell the EU to arm up, and now he declares EU as an enemy

Any-Camel-9913

time for more EU countries to get nuclear weapons

Additional-Ad-1300

Same for my EU Defense ETF <3

Additional-Ad-1300

US leaving NATO would be great news for EU.

IncidentSome4403

You’re missing the rest of that conversation he had with the EU council president, which is where this “we’re open to ending the war” thing came from. He said that negotiations were pointless because every time they’ve entered into negotiations with the U.S. they’ve been attacked. The “open to ending the war” thing was said in the context of them being open to ending the war IF the other side decided to start playing by the rules. If you think that’s happening with 🥭 and Kegseth in charge, I’ve got a bridge I’d like to sell you.

Grouchy-Ticket-605

It’s the allies who will suffer - GCC and the EU

KachThebest69

We might actually pump. NATO should've dissolved with the Soviet Union long ago, there's no reason for it's existence, the EU should form their own defensive alliance without solely relying on the US

throwaway9gk0k4k569

https://www.politico.com/news/2026/03/26/immensely-destabilizing-iran-war-threatens-gulfs-us-investments-00845486 This is 110% why we know for sure that Trump isn't just going to cut and run. He. Can't. The Gulf States, Asian countries, and EU countries, would all fucking freak out and potentially pull investments, along with not buying treasuries. Saudi Arabia alone has a monetary leash on the US financial markets, but when you all the other 20+ leashes, that dog's going where the bitch got yanked. Trump's just barking.

ShittyUsernane1222

It would be funny if EU made an secret trade and peace deal with Iran to allow its ships to pass to hormuz while joining the US-Iran war publicly for sake of 🥭 PR purposes but not really fighting with Iran lmao

Visible_Theme4482

🌖 “Open Hormuz!” 🌗 “NATO, help open Hormuz!” 🌘 “EU, Japan, Australia, help!” 🌑 “You have 48 hrs to open Hormuz!” 🌒 “5 more days to open Hormuz!” 🌓 “You have 10 days to open Hormuz!” 🌔 “You have till Apr 6 to open Hormuz!” 🌕 “Can leave without opening Hormuz!”

The_Earls_Renegade

Lmao sounds ridiculous odd, but honestly feels like something he would say after being cold shouldered by most of the EU bloc and Nato.

Extreme-Play-5735

China pakistan entering peace talks out of necessity. That can only mean onething. Us will bomb the living bones out of Iran's civil and energy infrastructure and leave gulf. Iran with no oil left will invade uae/saudi for oil pulling pakistan into the war and shutting down hormuz and energy sources with it for decades. China will become completely dependent on russia, getting cut off from global trade particularly if pakistan is pulled into the war, now you see why china pakistna are incentivized for peace talks? Out of necessity. EU will be forced to protect gulf and Israel as they have no more oil resources left . Russia is going to expand big time, we are back to 1945 in every sense of it and this is the best case scenario, the worst is an all out world war for energy with usa not leaving gulf and eu entering war. This is precisely why india usa are not showing any interest in peace talks but China pakiatan are. The target was always to cut off China from global trade. Oil going 200+ easily

magoojc

My uninformed option: a) He couldn't get the level of victory he promised 3 weeks ago so his address will start the new narrative. My guess is, "We destroyed their military and their ability to wage war on Israel and our middle east allies. We had to do this because previous administrations allowed Iran to build nukes. Meanwhile, our EU and UK allies have ignored our calls to join us, and we'll remember their betrayal and reconsider all our treaties. They can deal with Hormuz because we don't need it." {reminder that facts don't matter to him} b) What he WON'T be saying is..."We started this war with zero evidence of any threat they posed to the region. I tore up the previous nuke treaty with Iran made by that other guy. We started this war without consulting our European allies. My actions caused the price of oil to rise enough to increase the chances of local drilling." lol, he also won't be saying how the crisis showed that so much oil from that one small region proves why we need to develop alternate energy sources. In summary, the narrative will change to who to blame for this war...while he takes his toys and goes home, so he can pick on Cuba and other Latin American countries that he can easily beat...and while that's going on he'll be passing whatever he can pass to reduce poor and minority voter rolls to hedge the midterms as best he can. Then again, maybe I have false cynicism and am talking crap. But if you say that, wipe the orange from your lips first.

GeneReddit123

The GOP already has (according to prediction markets) a 50/50 chance to lose the Senate in 2026. Trump can huff and puff all he wants but it won't change the fact that the US (still) has at least a somewhat competitive (even if not truly "fair") system where both parties regularly win and lose. If gasoline reaches $8 per gallon there's a good chance the EU just outright implodes or enters a systemic economic crisis (and resulting crisis of confidence) from which it won't recover for decades. Meanwhile, the GOP will eat an election loss in 2026, maybe even 2028, it won't stop voters from eventually forgetting old grievances to focus on new ones. Voter sentiments are short term, economic fundamentals are long term. The P2025 folks aren't an ordinary political party. They are a quasi-revolutionary movement (quasi because in the far-right and elite-driven rather than socialist or people-driven sense), but nevertheless, they follow revolutionary rather than evolutionary logic. They want to burn down the old order so they can build a new, darker one in its place. They also know this is likely their only chance: their policies have been so hated by the people that they will never get the mandate they have *right now*, even if they keep the Senate in 2026. Their goal is to do damage, and that's exactly what they are doing.

Jbball9269

It won’t matter honestly. Japan UK and EU are all going to hike in April especially with EU flag Acpi up 0.6% this morning. This will weaken the USD and we should see a nice run in PMs and equities

kaapooj

>The European Commission has urged people to work from home, drive and fly less, and for EU countries to urgently roll out renewables, as it warned of a prolonged energy crisis as a result of the conflict in the Gulf. https://www.politico.eu/article/europeans-urged-to-work-from-home-and-drive-less-as-eu-warns-of-long-crisis

Queso_Grandee

The clock is ticking. There's only 10 days left until the EU is left with limited gas supplies. 15 for the US. Trump is entering the FO part.

CoughRock

for the fifth time. Maybe he will twist the truth by saying EU started the war some how and america just helping them out. The usual blame bragging.

Yogurt_Up_My_Nose

Trade? the US doesn't make shit. EU barely does.

GeneReddit123

This sounds stupid until you realize Trump's main enemy isn't Iran or even China, it's Europe. The US is mostly self-sufficient regarding petroleum (and what it lacks it can buy from Canada). It doesn't need to import Gulf oil. Europe, on the other hand, is deeply dependent on it, especially after cutting off competing supply from Russia over its invasion of Ukraine. Europe is already under strain due to trying to support Ukraine after Trump cut off much US aid (and forced Europe to pay for what he didn't cut). Now, Trump wants nothing more than to engineer a major Europe economic crisis that might tip the scale into a full-blown EU political crisis, leaving it unable to negotiate with the US as a peer and/or causing the rise of far-right parties that would destroy the EU from within. Yeeting away from Iran after throwing the region into chaos and without either a victory or a negotiated peace (meaning Iran stays a perpetual threat and oil supplies to Europe are severely impacted) might just give him what he wants.

Tehli33

I have no idea. But it's def not 13. I wouldn't be surprised if it was in the 100s, at least. I saw a source quote a number from EU media, but it seemed too high

lordgeese

$5 a gallon for us, even though we make oil, and become just like the EU.

Life-is-beautiful-

This is a war of "choice" and not some "ideology" thing. And looks like US is no longer "interested". And, rightfully so. US has no business fighting this. So, they can declare victory anytime and move on. So can Iran. And I'm perfectly fine with that. And looks like Trump wants to get out, even if there is no deal. It will degenerate into another long term "regional" conflict. The good thing is, NATO/EU did not step in and escalate this. So, things might fall in place sooner than one would expect.

Oxidrox

Technically yes as they hold over $10 trillion in US assets but it would hurt the EU also.

Liquid-Snake-2021

Not just that, imagine if Iran makes gas deals with some EU countries or China and totally excludes US companies from ever benefiting from all those reserves they are desperately after.

diablodab

i don't deny that europe benefited more militarily from the alliance than the u.s., but i absolutely disagree that they benefited more from trade with the u.s. what evidence is there that europe benefited more from trade with the u.s. than the u.s. did? The u.s. runs a deficit with the EU but so what? I run a trade deficit with my local chinese restaurant. I buy from them and they never buy anything from me. does that mean they benefit more? I enjoy their food. they enjoy my money.

BeginningEar8070

im curious what your research showed. end of 2025 i read that the planned EV timelines were moved from 2035- exaple germany wanted to stop registering non EV cars 2035, other countries had similar 2035 plans, thats the first thing that suggests its not the good time to invest in cars. then there is mag7 companies hoarding hardware, coincidentialy EVs and AVs want similar materials, but unlike big tech the car industry is not ready to pay premium and wait in line for the bottlenecked stuff- the big tech doesnt show sign of stoppign the hoarding. then the only thing stopping china EVs are regulations linked to politics and espionage- and since china enforced similar ones on tesla already, that made it for EU canada or whoever easier to delay flooding of cars from china. these cars have many sensors and are banned from certain areas in china for example, so policies will regulate when china cars can flood in lol xD. some companies are behind in evs and honda with parthership with sony failed their afeela recently. 1 timelines are moving away from orginal plan 2 bottlenecks are at premium 3 china risk country like japan i think maybe can have guaranted by government supply, if government gets involved in managing the bottlenecks like nitto boseki. im just beginner I would guess that its to early to get into cars on top of how "political" cars seem to be. in some random post on reddit cars also were mentioned by some people as sector they will not invest in if I remeber it right xD?

Double_Anybody

Prez of eh-ran said in a call with some EU council that he’s ready to make a deal to end the conflict if they get their concessions. He also said the straights can go back to being peaceful. Not huge news but signals that they are at least thinking of an end.

xtzee

End game could be israel wants to be the oil hub for the US and EU. Pipes flowing through Israel. Would explain why the leveling of Pakistan

Alechemist85

Iran said they want to negotiate. But they want garuntees. It’s is unconfirmed. But it is confirmed that the EU did talk to Iran.

Pretty_Ad_7885

well i had to drive to another gas station to get diesel and i am from EU. things are getting bad

Icy-Sheepherder-7595

Pretty sure when this all started popping off the UN member states, primarily the EU members, said they would have a statement on the situation once the weekend was over. Work life balance is more important to them, they didn't do shit😂😂.

camel_crush_menthol_

So let me understand this. Multiple Asian countries are freaking the F out over fuel shortages, EU is about to reenact energy crisis measures, Iran might start bombing Microsoft, the Houthi's want to control the other strait, Hormuz is still closed, Helium supplies are going to run out in a month, and I'm supposed to believe that this market is back and the bear market is done?

Soffatjockis

Oil not falling for this fake pump. EU leaders desperately trying to find ways to lower the usage of diesel. This ain't over until the fat mango sings

caractacusbritannica

Honestly once Trump gets bored, the EU, UAE will just agreed to the toll. £1m a ship is cheap. There is the potential for the US to have properly embarrassed themselves. Iran continues but seemly looking reasonable. US between illegal wars, regime change, tariffs and negotiating in bad faith will see everyone drifting East towards China. 12 months from now and 70 years of soft power could be gone. I mean I expect an adult to step in and repair some of this before then. But there really is a way where EU/Canada/UAE take the lead here. Unclear about China, India intentions. But they’ll do well with whatever fall out. So money wise, indexing to the East feels right.

DelphiTsar

If everyone meets conditions everyone already knew about* This isn't news, it was always an option. He also said it to EU, who have no power to do anything.

Prestigious-Craft251

\- The tariffs have been argued over already so I won't address that. If they work that bullish. If they cause inflation that's also bullish. \- Militarism - The US have imposed dozens of regime changes in history. This is nothing new and will help to secure future trade and Safety for the US. Other countries like EU have no reason to outwardly approve of this so that they can have plausable deniability. The US has and clearly continues to be the worlds police. Bullish \- Internal Investment - US is heavily invested in energy infrastructure. As someone in the industry the tariffs are in fact leading to increased production of solar in the US which was previously outsourced to China and India. Bullish. The current energy heavily fueled by natural gas. This is bullish for Energy sector, GEV, ETN, etc. I'm not entirely sure where infrastructure, universities and healthcare are declining. Education rates are at all time highs and new medical breakthrough happen every day. \- Political instability - Sure but this is largely a game they play to keep the sides at each others throats. The US government has a trajectory and that will remain pretty constant from one administration to the next. As you said, the International market have taken a bigger hit than US due to this war. That is not a coincidence. The US is best positioned in the entire world for higher oil prices and the US stock market and USD continue to be where money goes for safety.

DelphiTsar

This is just the Rick and Morte Meme "That was always allowed". Iran has never said they wouldn't make a deal, the issue is in the details of a deal. There has been no movement on that front, nothing is different. EU Doesn't have any power against US/Israel. The person they were talking to doesn't have authority over the military.

BeginningEar8070

"Fortunately this isn’t happening in the dead of winter," i just read that EU refils LNG for winter april novemeber- the supply will not restart immediately after "peace" if it happened during winter the refills would already be completed?" >storage goes from \~22% now to ideally 90%+ before November 1. March is the **second worst possible timing** for Europe's energy situation — only October would be worse.

CanadianAbroad7

News articles, they were statements of his extrapolated from a phone call with the EU

ayashifx55

EU concil only confirmed a talk with Iran, nothing else. They didnt confirm anything. Iran literally confirmed to strike US tech companies an hour ago lol.

doolytokki

EU and their verbal backing. EU used strong condemmnation. Not very effective against missles

Me-Regarded

EU also confirmed the Iran call and the readout is not rumor

Illimited_Esoterica

So the EU is backing Lebanon against Israel and Hegseth just said that if Iran doesn't accept a peace deal they'll be escalating their bombing. Rally?

jrex035

It isn't though, Iran is repeating the same things it has for 3 weeks now with zero progress made towards a peace deal. The news broke because they selectively edited a transcript between the Iranian president and the EU Council President. Again, this is an orchestrated algo-driven pump based on nothing. They're blowing up oil longs and people who shorted the indices on purpose. Not a coincidence that this is month/quarter end. They usually do these fake ass pumps on Mondays

Any_Life_6178

EU backing Lebanon AGAINST Isreal😂

AdjustDeezNutz

So Iran wants guarantees from the EU since the US attacked them twice during negotiations. Israel that wanted to initiate the war still has the US by the balls. I'm still bearish.

Emergency-Half-3122

People keep saying Iran can keep up the war forever, and EU and UK can sit there and do nothing, but is that really true? America seems like they're really the only one's that can keep this going for a long time with the least amount of economic consequence. Right? And to keep this stock related, seems like a good time for puts or something I don't know nothing makes sense

Ok-Piano8789

The wire ping that sent stocks soaring and oil falling was only a snippet of a larger conversation between the EU President and the President of Iran. In that interview, Iran's Pezeshkian said that the US "does not believe in diplomacy" and Hormuz was closed to the aggressors.

Beneficial-Tax-1776

The wire ping that sent stocks soaring and oil falling was only a snippet of a larger conversation between the EU President and the President of Iran. In that interview, Iran's Pezeshkian said that the US "does not believe in diplomacy" and Hormuz was closed to the aggressors.

Soffatjockis

EU leaders calls for an emergency meeting to discuss the shortage of diesel. B U L L I S H

Me-Regarded

Well, rumor is how markets move. By the time they sign a peace deal the market is up 20%. EU confirmed the call, so both Iran and EU

alex_fist

They literally extrapolated 2 sentences from a phonecall some iranian had with the EU where he says he wants guarantees if the war was to end on their terms. That aint happening and certainly the EU is in no position to guarantee Trump won't glass them anyway lol. Heres the full quote >"We have the necessary will to end the war by complying with its requirements, particularly guarantees to prevent a recurrence of aggression," Pezeshkian said during a phone call with European Council President António Costa. >"Europe must align its policies with international law instead of pursuing a destructive approach toward Iran," he stressed. >Pezeshkian criticized biased European positions toward Iran, stating that "the situation in the Strait of Hormuz is a result of American-Zionist hostile actions against Iran." >**"Iran was attacked twice during negotiations, proving that America does not believe in diplomacy," Pezeshkian highlighted.**

Stochastic_berserker

Their customers have already moved to the EU cloud regions instead of ME. E.g, cloud GPUs have been reserved for 1-2 years ahead in Europe showing a sudden extreme demand spike that started in February.

Apprehensive_Law7629

I would not give it for granted because EU companies rely less on energy than US companies which are mostly big techs. I mean, still a huge damage but EU stocks did decently in this huge mess during the last 3 weeks…

easychanger

GLND wouldnt it be perfect if greenland has oil for USA and EU ?

EyeFicksIt

Is any EU or US news source have this, I get nothing

CosmicSpiral

Iran will force the EU and South America to turn on the U.S. if they want access to Gulf distillates.

tika_dengu

Treasury will pump oil price to squeeze EU and other countries which refused to help

Conscious_Owl6162

EU has been in an unhealthy relationship with the United States for a long time. The consequence is that they are too reliant on the United States. The United States started a war with Iran and now the EU must fight to defend their energy resources.