中文翻译
现在大概正在进行美国 / 伊朗的幕后谈判，而特朗普很可能在找退场方案。 但如果局势继续升级（再延长 3 个月左右），而伊朗又通过中国 / 俄罗斯输送补给来扰乱全球能源市场。 我看不出这件事怎么可能在长期上是利多，除非市场过度反应。
· 方法论
认为中东局势如果持续升级，对市场长期不利。
英文原文
There’s probably backchannel negotiations right now with US/Iran and Trump is likely looking for an off ramp. But if escalation continues (extended ~3M) with Iran being by funneled supplies by China/Russia to disrupt the global energy markets. I can’t see how this could possibly be bullish long term unless markets overcorrect.