Trump just lifted oil sanctions on Iran for the duration of the MOU, and Larry Johnson argues this is the moment words turned into action, with Iran getting nearly everything and Israel getting nothing.
In this conversation, Larry breaks down the Treasury's 60-day sanctions waiver on Iranian oil, gas, and petrochemicals, now in effect, paired with the lifted blockade letting ships move again.
His read is that this looks remarkably like the sanctions relief under the old JCPOA, except it is happening before a final deal is even reached, which is exactly the proof of action Iran demanded after being burned before.
His sharpest point is on leverage.
Larry believes Trump privately threatened Israel with real consequences, pulling air defense systems, cutting intelligence sharing, withholding undelivered aid, and that nothing else explains why an Israeli military that never plays nice suddenly accepted restraint.
He cautions the calm is fragile, since if Israel breaks the ceasefire now, Iran could retaliate while US assets are no longer in position.
We also get into why Iran will resist letting IAEA inspectors back in after they were allegedly used for targeting, the UAE quietly diversifying its defenses toward India and Pakistan as its neutral image frays, and the distillate crunch still threatening a fuel crisis if war reignites.
@NewSonof
