00:00Last, a long U.S. siege.
00:06I think time is definitely working to Iran's favor.
00:09Back in the first Trump administration, the Iranian oil exports went down to 300,000 barrels
00:18of oil daily for roughly a year.
00:21And still, the Iranians managed to keep their economy above water.
00:26Their exports nowadays is way beyond that level.
00:29And I think even the siege couldn't stop them exporting more than that.
00:34And so time, of course, the pressure on Iran is immense and it's increasing, but it's still
00:41way below what was in the first Trump administration because the Iranians learned it the hard way
00:48how to circumvent those sanctions and U.S. economic pressure on the country.
00:56On the other hand, there are the munition shortage, the defenses on the part of the United States
01:03and Israel.
01:04There is the midterm that is approaching, that is putting pressure on the U.S. administration.
01:09And there are the markets that are hurting as a result of the siege and, of course, the
01:15war that came up with the Iranian officials.
01:18Let me just drill down a little bit on the internal situation economically.
01:22You know, clearly, the United States, Israel is betting on squeezing the Iranian government,
01:28squeezing the people and, you know, the pain threshold regarding, you know, poverty, the
01:34shortage of, of, of, of, of food and other things.
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