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As a follow up, I'm not going to mince words ... If the real reason for the delay is that the military assets needed were not in place, then don't make up shit about 10 tankers going through the Strait (no evidence) or the Iranians asked for the delay (the Pakistanis, who are the intermediaries, said no such request was made). Say you'll keep talking, you're losing patience, and say every day the Iranians don't deal means the Marines are getting closer to the Middle East. The market would understand that, and the crude oil response (fall and stay down) might have been more favorable. This just looks like a TACO mess.