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@DeItaone Looks like Iran is fine without America

what i find genuinely interesting here is the routing. russian gas reaching iran through azerbaijan isn't just an energy deal, it's a map being quietly redrawn around the sanctions instead of through them my read: sanctions rarely stop trade, they reroute it. cut a country off from one system and it doesn't sit still, it builds a parallel plumbing with whoever else got cut off. this is the same currency-bloc logic from the iran rial story, just in pipelines instead of payments so i don't read this as two countries doing a gas deal. i read it as the slow construction of an economy that runs entirely outside the one the west controls, and those parallel systems tend to look small and boring right up until they're not

@DeItaone Is Trump going to sanction Russia now for doing business with Iran?

This is bigger than just another gas project. A Russia–Iran energy corridor through Azerbaijan would deepen strategic energy ties while adding another layer to regional geopolitics. The key question for markets is how this develops alongside sanctions and broader pressure on Iranian energy flows. Energy infrastructure is becoming geopolitics.

@DeItaone ⤴️ To the right people

@DeItaone x.com/NaeemAslam23/status/2092…

@DeItaone Appreciate you sharing your view. Easy to understand and grounded. You and @meghaan_s are who I check regularly.

@DeItaone Interesting move — building energy links that go around the sanctions.

@DeItaone a strategic cooperation agreement between two countries under sanctions, this is not a hub, this is a handshake in a basement

@DeItaone Clearly, Economic D-day might just be another shoulder shrug for Iran. They're simply doing fine without America. Sanctions mean nothing !

Classic energy rerouting in play. Moscow is aggressively pivoting south since the European pipeline routes dried up. If this corridor through Azerbaijan actually scales, it completely reshapes the Middle East gas balance and creates a massive bypass around Western sanctions. NatGas markets need to price in this structural shift

@DeItaone More pipelines. This will reduce the reliance on waterways. This war has open up new opportunities.

@DeItaone Let's keep building

@DeItaone infrastructure is the real currency pipeline diplomacy outlasts sanctions gas routes are the new silk road physical as it gets

@DeItaone x.com/rugger01726108/status/20…

@DeItaone Looks like the gas finally booked a nonstop flight from Moscow to Tehran, with a scenic layover in Baku. 🫠

@DeItaone I see Russia is really afraid of those sanctions eh?

@DeItaone I guess those CIA talks didn't go well

@DeItaone Iran and Russia are friends. What says US?

@DeItaone No amount of sanctions can stop the flow of friendship, especially when natural gas flows through Azerbaijan

@DeItaone Two sanctioned states can't settle in dollars or euros. If payment touches crypto rails, this becomes an OFAC case study, not an energy project. How long before Baku faces secondary sanctions?

@DeItaone A major energy partnership is taking shape. If this project moves forward, it could reshape regional gas flows and strengthen Iran-Russia energy ties. The geopolitical and economic implications will be worth watching closely.

@DeItaone Tomorrow we might see the US increase tariffs on Russia to 50% again, making it the same as Canada's 🤣 x.com/Euphemia__ve/status/2092…

@DeItaone x.com/gregorpepe/status/186929…

@DeItaone x.com/SynthesisTrade/status/20…

@DeItaone A major development for regional energy security. Routing Russian gas through Azerbaijan into Iran could reshape energy flows across the region. ⛽️

@DeItaone Iran positioning itself as a regional energy hub while deepening cooperation with Russia is a strategic move worth watching. 👀

@DeItaone The Azerbaijan transit route is particularly interesting. Infrastructure like this can create long-term economic ties between multiple countries.

@DeItaone Russia and Iran already have strong strategic ties. A major gas project would take that energy relationship to another level.

@DeItaone If implemented at scale, this could give Iran additional flexibility in meeting domestic demand while strengthening its position in regional energy markets.

@DeItaone Thank you for sharing this insightful post!

@DeItaone pipeline diplomacy always finds a way, tbh

@DeItaone worth asking what iran pays with. bessent said monday the goal is tehran standing alone. tehran spent this week negotiating a corridor with oman, taking meetings from pakistan, and advancing a gas deal with russia. that's not alone.

@DeItaone China's public announcement of non-compliance with new US sanctions against Iran and its threat of reciprocal retaliation—will this have a substantial impact on US sanctions against Iran? 👇x.com/catoliang/status/2092417…

This is more than a gas deal—it could reshape the regional energy map. A Russia–Iran supply route through Azerbaijan would deepen Moscow–Tehran ties while strengthening Iran’s position as a potential regional energy hub. The key question now is execution: pricing, transit terms, infrastructure and financing will determine whether this strategic vision becomes a lasting energy corridor.

@DeItaone Can anybody sell me some gas? x.com/The_ShrugLife/status/209…

@DeItaone BRICS countries progressing in trade while ignoring the madman in the WH throwing daily tantrums 🤣

@DeItaone Yes, gives our soldiers another target in Iran. Haha