Markets not buying Trump’s Iran peace bullshit anymore

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The market is starting to reject it.

At the same time, escalation on the ground is not slowing.

Those plants were built to withstand sanctions. They were the fallback system.

They are now gone.

Mario Nawfal points to a deeper fracture behind the scenes. President Trump paused strikes on Iran’s energy infrastructure until April 6, yet on the same day, strikes hit steel production, a heavy-water reactor facility, and uranium-related sites. Nawfal questions whether this was coordinated or a breakdown between allies, noting reports that JD Vance confronted Netanyahu over being pulled into the conflict through misleading intelligence.

That contradiction matters.

Because the Strait of Hormuz is now effectively constrained, and that is where both energy and fertilizer flows move.

One month into the war:

  • 13 U.S. troops killed
  • Over 300 injured
  • Prices rising
  • Markets falling

The same corridor now carries oil, fertilizer, and geopolitical risk at once.

And the market is no longer responding to reassurance.

This is setting the stage for a major global crisis.