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I feel like OPEC scales up/down production on a whim more than Iran produces.

Unless you mean the potential for a boycott like what happened back in the day. However the geopolitical situation has changed enough that i think that is exceptionally unlikely.

A boycott is one possibility, another is Iran closing the strait of hormuz, mines could take months to remove.
The war with Iran and Israel is coming in 2026 (with the support of USA) and I’m certain this move is in preparation for that.
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