NINETY-FOUR MINUTES
On Friday April 17, between 9:06 and 10:40 AM Eastern, the President posted six Truth Social messages that crashed oil ten percent, contradicted his officials on a twenty billion dollar deal, called NATO a Paper Tiger, and unilaterally declared Iran had permanently surrendered a strait Iran had opened for ten days. While he posted, Macron and Starmer convened forty-nine countries in Paris on the same strait and did not invite the US.
9:06 AM. IRAN HAS JUST ANNOUNCED THAT THE STRAIT OF IRAN IS FULLY OPEN AND READY FOR FULL PASSAGE. THANK YOU. Araghchi had posted the strait was open for commercial vessels only, on the IRGC coordinated route, for the remaining ten-day ceasefire. Ten days, amplified as full passage.
9:27 AM. THE STRAIT OF HORMUZ IS COMPLETELY OPEN AND READY FOR BUSINESS AND FULL PASSAGE, BUT THE NAVAL BLOCKADE WILL REMAIN IN FULL FORCE UNTIL OUR TRANSACTION WITH IRAN IS 100% COMPLETE. A transaction. Collateralized by a blockade. Word chosen with care.
9:57 AM. The U.S.A. will get all Nuclear Dust created by our great B-2 Bombers. No money will exchange hands in any way, shape, or form. Hours earlier Axios had published that two US officials plus two sources confirmed a three-page MOU releasing twenty billion in frozen Iranian funds for Iran’s enriched uranium. The President denied it. Either his officials briefed Axios on a ghost or he torched the MOU live.
10:13 AM. Now that the Hormuz Strait situation is over, I received a call from NATO asking if we would need some help. I TOLD THEM TO STAY AWAY. They were useless when needed, a Paper Tiger. NATO severed on Truth Social while Macron and Starmer walked into the Élysée.
10:20 AM. Iran, with the help of the U.S.A., has removed, or is removing, all sea mines. The NYT reported April 11 that Iran had lost track of its own mines. Credit claimed for a capability Tehran denied having.
10:40 AM. The closing argument. IRAN HAS AGREED TO NEVER CLOSE THE STRAIT OF HORMUZ AGAIN. IT WILL NO LONGER BE USED AS A WEAPON AGAINST THE WORLD. No signed agreement. No Iranian countersignature. No IRGC acknowledgment. No verification regime. No UN instrument. A unilateral American declaration that an adversary surrendered its most valuable asset. 13,100 Likes in the first hour, more than the previous five combined.
Then Paris.
Macron and Starmer convened forty-nine countries at the Élysée and branded it the Strait of Hormuz Maritime Freedom of Navigation Initiative. The US was not invited. Macron declared it strictly defensive, opposed any toll system. Starmer said Iran is holding the world economy to ransom. France’s nuclear carrier is in the region.
The architecture is now naked. WTI down ten percent to $85.19. Brent down ten percent to $90.52. Blockade stays until the transaction is 100% complete. Pakistan flew two dozen fighters to shield Iranian negotiators from Israel’s kill list. Khomeyn and Isfahan still being dug out.
Falsifiable prediction. Before May 1, Araghchi or IRGC Arabic publicly contradicts the permanent-closure claim in writing, or the European Hormuz Initiative deploys a non-US asset without CENTCOM coordination. Kill condition. If Iran signs an instrument endorsing the never-close framing before April 30, the unilateral-declaration thesis is dead.
A presidency that contradicts itself six times in ninety-four minutes is not improvising. It is rehearsing every ending while Europe writes its own.