That's the thread Larry Johnson kept pulling.
When the Switzerland talks nearly collapsed over the frozen $12 billion, it was Pakistan's army chief who got on the phone to Riyadh, and the Saudis, then the Qataris, agreed to backstop the money themselves.
So whether or not Washington unfreezes a dime, Iran already has it covered.
His bigger point is that Pakistan has become the conductor, bringing the instruments together.
The foreign ministers of Egypt, Turkey and Saudi gathered in Cairo at Pakistan's initiative, and Larry sees those four as the foundations of whatever security structure replaces the old American-run Gulf order.
Pezeshkian publicly thanked Pakistan's leadership as the architects of this deal.
On the oil, Larry's caution held. Trump touted 19 million barrels in a day, but the ships actually moving are the ones that never got stranded.
The hundreds that sat idle for months need refits before they sail.
His energy source's estimate: the US is about two weeks from a real diesel and jet-fuel crunch
@NewSonof
