The Drill: The Commodity Doom-Loop into Liberation Day

379 Views07 Apr 2025 14:27

SUMMARY

President Trump very clearly lost his patience over the weekend and sharpened his rhetoric against Putin sharply (Iran too – more on that later).
Trump is now threatening third-party tariffs on countries buying Russian oil – namely China and India, of course.
To me, this is a sign that Putin is dragging out the negotiations, leveraging the fact that he is in no hurry to reach a peace agreement.

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