Iran Deal: Winners and Losers

Winners
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.

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

https://www.nzherald.co.nz/business/...ectid=12048585
https://www.bloomberg.com/news/audio...f-oil-to-china
https://www.verdict.co.uk/global-lea...-nuclear-deal/
https://www.bloomberg.com/news/artic...t-leaves-china

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.

http://www.bbc.com/news/world-middle-east-44055174

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.

https://www.businessinsider.com.au/w...18-5?r=US&IR=T

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

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.

https://gulfnews.com/business/sector...read-1.2169730

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

http://www.arabnews.com/node/1300306/business-economy

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

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.

Quote:

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Originally Posted by Valuegrowth

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

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

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.

https://www.reuters.com/article/us-i...-idUSKBN1IC0RY

Iran expects word from Airbus on plane deal soon: Fars

https://www.nytimes.com/2018/05/09/u...-ceo-iran.html

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

Could foreign fund managers also lose?

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

https://www.rferl.org/a/europeans-mo.../29222484.html

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

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.

https://www.bloombergquint.com/law-a...ers#gs.fmuwjxY

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