“With the Iran issue, it's difficult to create short positions.”
“The key question is whether Iran is going to back down or harden its position.”
“Iran seems determined to take the nuclear fuel issue to the wire.”
“Prices could rally in the event of such an announcement [on Iran], but then come off shortly thereafter once participants realize that despite the consensus, hard work still lies ahead.”
“The Iranian issue is hanging over the market. There's a big bogey there in the form of Iran and these smaller issues that are making real impinges on supply.”
“In the short term, any kind of disruption from two very large producers like Iran and Nigeria isn't something that can be offset by other production.”
“Iran has shifted its status from a defensive to an offensive position,”
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