View Full Version : Iran Deal: Winners and Losers

12-05-2018, 08:49 AM
Russia, the USA, Turkey and China in some trading areas. For example Russia will export more oil and Agriculture products. Both Russia and China could become some of the top winners. The USA and Saudi Arabia also may export more oil. Europe also could benefit if they get some trade.

Iran, Europe, especially for some companies in Germany, France, Italy and the UK. Some companies in the USA as well. Global consumers.

https://www.bloomberg.com/news/audio...f-oil-to-china (https://www.bloomberg.com/news/audio/2018-05-10/iran-will-still-sell-a-ton-of-oil-to-china)
https://www.verdict.co.uk/global-lea...-nuclear-deal/ (https://www.verdict.co.uk/global-leaders-react-to-us-withdrawal-from-iran-nuclear-deal/)

In short, some countries will get more trading opportunity and some countries will get less trading opportunity.

According to the following link, losers are Iranian President and their economy, Europe and US president and winners are Israel PM, US President and Saudi Arabia.


Iran nuclear deal: Winners and losers from Trump's decision to quit

According to the following link China and Iran are winners and the USA, Europe, Israel and Saudi Arabian are losers.


Trump has decided to pull out of the Iran nuclear deal -- here are the winners and losers

12-05-2018, 06:36 PM
American Shale producers also have become some of the top winners. They could flood the oil market. The USA expects oil output in the Permian torise to a record high near 3.2 million barrels per day in May,about 30 percent of total U.S. oil production.


US oil heads to UAE in sign of shale’s spread


Who are the winners and losers from US oil sanctions on Iran?

12-05-2018, 07:06 PM
It also depends if Europe follows up the USA with sanctions. It doesnt appear they will afaik.

And after that it depends whether Iran decides to continue nuclear development. Possibly it will, in which case Europe would have no choice but to reapply sanctions.

Iran, Europe, especially for some companies in Germany, France, Italy and the UK.

And if so then ...
European Insurers as per the last sentence in the arabnews article you linked to.

12-05-2018, 07:47 PM
Among European states, France, Germany, Britan and Italy have had the highest levels of trade ties with iran.British investor Quercus is to build a 600-megawatt solar power plant in central Iran, which, once completed, will be one of the largest in the world. French oil company Total SA has been the most aggressive Western oil company to move back into Iran, signing a $5 billion, 20-year agreement. A Chinese oil company also has a deal to develop the country's massive offshore natural gas field. France's Total, Anglo-Dutch Royal Dutch Shell and Italy's Eni were more active in Iran. Berlin sells industrial machines, chemical and electrical goods, construction machines and other high-end products to Tehran. I n the long term, aviation manufacturers will have big hope because of its oil assets, population and an aging aircraft fleet.


Iran expects word from Airbus on plane deal soon: Fars


Boeing C.E.O. Downplays Loss of $20 Billion Contract With Iran

Could foreign fund managers also lose?

capital-market-post (https://financialtribune.com/articles/economy-business-and-markets/57674/42-more-foreign-investors-in-iran-s-capital-market-post)

42% More Foreign Investors in Iran’s Capital Market Post Sanctions


Europeans Move To Protect Firms From Renewed U.S. Sanctions On Iran

13-05-2018, 06:07 PM
Sanctions could impact on Iran’s trade in gold and other precious metals, graphite and coal, metals such as aluminum and steel, the country’s automobile sector and luxury products such as Iranian-origin carpets and caviar etc. In 2016, Iran was the fifth-largest buyer of gold jewelry. According to the World Gold Council (WGC), gold jewelry purchases in Iran during the first three months of 2017 rose 27 percent. (four-year high). There could be some pressure for gold prices.


This Indian Rice Exporter Is Not Worried About U.S. Sanctions On Iran