Return-Path: Delivered-To: alvarochf@traceseis.com Received: from cs510.bluehost.com by cs510.bluehost.com with LMTP id 0DUaK2T132mfCwkAWiBQxw (envelope-from ) for ; Wed, 15 Apr 2026 14:30:28 -0600 Return-path: Envelope-to: alvarochf@traceseis.com Delivery-date: Wed, 15 Apr 2026 14:30:28 -0600 Received: from v5115.v5c4dda55.use4.send.mailgun.net ([159.112.241.115]:46088) by cs510.bluehost.com with esmtps (TLS1.2) tls TLS_ECDHE_RSA_WITH_AES_128_GCM_SHA256 (Exim 4.98.2) (envelope-from ) id 1wD6sW-00000002UhZ-1O0r for alvarochf@traceseis.com; Wed, 15 Apr 2026 14:30:28 -0600 DKIM-Signature: a=rsa-sha256; v=1; c=relaxed/relaxed; d=cio103922.collide.io; q=dns/txt; s=krs; t=1776285011; x=1776292211; h=Message-Id: List-Unsubscribe-Post: List-Unsubscribe: To: To: From: From: Subject: Subject: Content-Type: Mime-Version: Date: Sender; bh=AMoWEr5ydnNc2/fXQFEbPMOFvVoJMOlzWuAK/W6WAo0=; b=zO0NzZkEWNTq8drTWcKmnMT97e1aA2Ls57h1rtyrUC99B2npFOlZDRP0WOSuo8px9Kt+X96OHHJOyvwwWZiXmFEKFn9+GBFR6SIGtOIRbvb5oDj6O4pmTBD0XS1Dq/+5ABubLIR1zUusL8cJOuc7wh8WCbKVdPWrvHtgZUIY8AM= X-Mailgun-Sid: WyIzNDJiMyIsImFsdmFyb2NoZkB0cmFjZXNlaXMuY29tIiwiMGVkMjBjYSJd Received: by 6abe4169ec8e5f014cc9cce365b0574507d88fca925d4a15213b082bf5a8ee02 with HTTP id 69dff55118e714e81b64ed59; Wed, 15 Apr 2026 20:30:09 GMT X-Mailgun-Sending-Ip: 159.112.241.115 Date: Wed, 15 Apr 2026 20:30:09 +0000 Mime-Version: 1.0 Content-Type: multipart/alternative; boundary="5ec17d0be1a8e033d6352b061445bd6f2225c0f6a09d4e552503b7d85153" Subject: a US-Iran deal is coming. oil markets don't care. From: Collide To: alvarochf@traceseis.com X-Mailgun-Dkim: true X-Mailgun-Native-Send: true X-Mailgun-Track-Clicks: false X-Mailgun-Track-Opens: false X-Mailer: Customer.io (dgS51wkDAIb7AoX7AgGdktYs0l-MPdzZ-s46_RQ=; +https://whatis.customeriomail.com) X-Report-Abuse-To: badactor@customer.io List-Unsubscribe: , List-Unsubscribe-Post: List-Unsubscribe=One-Click X-Mailgun-Variables: {"email_id": "dgS51wkDAIb7AoX7AgGdktYs0l-MPdzZ-s46_RQ="} Message-Id: <20260415203009.5d6f31c01c715685@cio103922.collide.io> X-Spam-Status: No, score=-0.5 X-Spam-Score: -4 X-Spam-Bar: / X-Spam-Flag: NO --5ec17d0be1a8e033d6352b061445bd6f2225c0f6a09d4e552503b7d85153 Content-Transfer-Encoding: quoted-printable Content-Type: text/plain; charset="utf-8" collide =E2=80=94 member post Collide // member post ************************************************* a US-Iran deal won't fix oil markets. here's why. ************************************************* a potential US-Iran nuclear deal would bring more barrels back to market, b= ut the math may not be as bullish as it sounds. one member broke down why r= elief from iranian supply alone is unlikely to stabilize prices, and what o= ther forces are still pulling the market in different directions. worth a r= ead if you're watching crude, tariffs, or OPEC+ right now. why a US-Iran deal is likely not enough to normalize markets ( https://app.= collide.io/posts/why-a-us-iran-deal-is-likely-not-enough-to-normalize-marke= ts?utm_campaign=3DMember+Post+Highlight+%E2%80%94+US-Iran+Deal+%26+Oil+Mark= ets+%28Apr+15%2C+2026%29&utm_content=3DMember+Post+Highlight+%E2%80%94+US-I= ran+Deal+%26+Oil+Markets+%28Apr+15%2C+2026%29&utm_medium=3Demail_action&utm= _source=3Dcustomer.io ) Jeff Krimmel =C2=B7 Owner of Krimmel Strategy Group (KSG) =C2=B7 posted rec= ently "even if a deal gets done, the structural headwinds =E2=80=94 demand uncert= ainty, OPEC+ discipline breaking down, and the macro overhang from tariffs = =E2=80=94 are not going away. iranian barrels are one piece of a much bigge= r puzzle." where do you see oil heading from here? drop your take in the thread. join the thread ( https://app.collide.io/posts/why-a-us-iran-deal-is-likely= -not-enough-to-normalize-markets?utm_campaign=3DMember+Post+Highlight+%E2%8= 0%94+US-Iran+Deal+%26+Oil+Markets+%28Apr+15%2C+2026%29&utm_content=3DMember= +Post+Highlight+%E2%80%94+US-Iran+Deal+%26+Oil+Markets+%28Apr+15%2C+2026%29= &utm_medium=3Demail_action&utm_source=3Dcustomer.io ) your perspective is worth sharing =E2=80=94 whether you're trading, produci= ng, or just keeping a close eye on what the macro is telling us. Collide ( https://collide.io/?utm_campaign=3DMember+Post+Highlight+%E2%80%9= 4+US-Iran+Deal+%26+Oil+Markets+%28Apr+15%2C+2026%29&utm_content=3DMember+Po= st+Highlight+%E2%80%94+US-Iran+Deal+%26+Oil+Markets+%28Apr+15%2C+2026%29&ut= m_medium=3Demail_action&utm_source=3Dcustomer.io ) =C2=B7 unsubscribe ( https://track.customer.io/unsubscribe/dgS51wkDAIb7AoX7AgGdktY= s0l-MPdzZ-s46_RQ=3D ) =C2=B7 Privacy Policy ( https://collide.io/privacy?utm_campaign=3DMember+Post+High= light+%E2%80%94+US-Iran+Deal+%26+Oil+Markets+%28Apr+15%2C+2026%29&utm_conte= nt=3DMember+Post+Highlight+%E2%80%94+US-Iran+Deal+%26+Oil+Markets+%28Apr+15= %2C+2026%29&utm_medium=3Demail_action&utm_source=3Dcustomer.io ) =C2=A9 2026 Collide. All rights reserved. --5ec17d0be1a8e033d6352b061445bd6f2225c0f6a09d4e552503b7d85153 Content-Transfer-Encoding: quoted-printable Content-Type: text/html; charset="utf-8" collide =E2=80=94 member post
3D"Collide"
// member post
<= h1 style=3D"font-family:'Space Grotesk',Arial,sans-serif;font-size:28px;lin= e-height:1.08;letter-spacing:-.02em;color:#111111;text-transform:uppercase;= margin:0;" class=3D"headline">a US-Iran deal won't fix oil markets. here's = why.
<= p style=3D"font-size:16px;line-height:1.8;color:#444444;margin:0;">a potent= ial US-Iran nuclear deal would bring more barrels back to market, but the m= ath may not be as bullish as it sounds. one member broke down why relief fr= om iranian supply alone is unlikely to stabilize prices, and what other for= ces are still pulling the market in different directions. worth a read if y= ou're watching crude, tariffs, or OPEC+ right now.

why a US-Iran deal is likely not enough to normalize market= s

Jeff Krimmel =C2=B7 Owner of Krimmel Strategy Group (KSG) = =C2=B7 posted recently

"even= if a deal gets done, the structural headwinds =E2=80=94 demand uncertainty= , OPEC+ discipline breaking down, and the macro overhang from tariffs =E2= =80=94 are not going away. iranian barrels are one piece of a much bigger p= uzzle."
<= p style=3D"font-size:16px;line-height:1.8;color:#444444;margin:0;">where do= you see oil heading from here? drop your take in the thread.

<= a href=3D"http://email.collide.io/e/c/eyJlbWFpbF9pZCI6ImRnUzUxd2tEQUliN0FvW= DdBZ0dka3RZczBsLU1QZHpaLXM0Nl9SUT0iLCJocmVmIjoiaHR0cHM6Ly9hcHAuY29sbGlkZS5p= by9wb3N0cy93aHktYS11cy1pcmFuLWRlYWwtaXMtbGlrZWx5LW5vdC1lbm91Z2gtdG8tbm9ybWF= saXplLW1hcmtldHM_dXRtX2NhbXBhaWduPU1lbWJlcitQb3N0K0hpZ2hsaWdodCslRTIlODAlOT= QrVVMtSXJhbitEZWFsKyUyNitPaWwrTWFya2V0cyslMjhBcHIrMTUlMkMrMjAyNiUyOVx1MDAyN= nV0bV9jb250ZW50PU1lbWJlcitQb3N0K0hpZ2hsaWdodCslRTIlODAlOTQrVVMtSXJhbitEZWFs= KyUyNitPaWwrTWFya2V0cyslMjhBcHIrMTUlMkMrMjAyNiUyOVx1MDAyNnV0bV9tZWRpdW09ZW1= haWxfYWN0aW9uXHUwMDI2dXRtX3NvdXJjZT1jdXN0b21lci5pbyIsImludGVybmFsIjoiYjlkNz= A5MDFkNTkwMDE4NmZiMDIiLCJsaW5rX2lkIjoyMjk2M30/f00829b1cad2c130c55aa528fb668= 8b8823e83d992136cdac1284dee2be8f2a5" style=3D"display:inline-block;backgrou= nd-color:#d69414;color:#ffffff;text-decoration:none;font-family:'Space Grot= esk',Arial,sans-serif;font-size:13px;line-height:13px;font-weight:700;lette= r-spacing:.06em;text-transform:uppercase;padding:14px 24px;">join the threa= d
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your perspec= tive is worth sharing =E2=80=94 whether you're trading, producing, or just = keeping a close eye on what the macro is telling us.
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