Middle East – Iran – Update – Nukes

Iran's rising stockpile of weapons' grade uranium is proof Tehran is looking to nuclear weapons to replace its shattered proxies,  Israel will not tolerate this. The timing of war and its scope is still towards end of this year or early 2026.   But this is a guess,   A lot depends on President Trump.   When the war comes it will be a long one - not just a lightening strike.   It is likely that oil supplies though th Straits of Hormuz will; be affected.  That is the reason the portfoloio is long oil and LNG.