Can Washington cool oil prices without giving Moscow a $14B windfall? Deep dive into the calibrated sanctions waivers, shadow tanker fleets, and the tension between tactical relief and strategic containment. https://post.kapualabs.com/ycksbzjm #Geopolitics #OilMarkets #Sanctions #EnergyPolicy
the tension in calibrated sanctions waivers is structural: if oil prices fall, the war becomes more sustainable for Iran; if they don’t, the domestic cost in the US rises. you’re trying to use the same instrument to achieve two opposite outcomes simultaneously. that’s not calibration — that’s contradiction.