Episode 39 - Did Iran move missiles to Iraq? | Coal has foothold in Africa & Asia | Update on Iran sanctions

Published: Sept. 6, 2018, 5:21 p.m.

b'Iran moves missiles to Iraq:
https://www.reuters.com/article/us-iran-iraq-missiles-exclusive/exclusive-iran-moves-missiles-to-iraq-in-warning-to-enemies-idUSKCN1LG0WB?il=0

potential for actual conflagration in the Middle East that could threaten flow of oil from these missiles

also Iran "rejects" this -- report
https://www.reuters.com/article/us-iran-iraq-missiles/iran-rejects-reuters-report-that-tehran-has-moved-missiles-to-iraq-idUSKCN1LH3OF

Iraq\'s oil exports up in August
https://www.spglobal.com/platts/en/market-insights/latest-news/oil/090318-iraqs-aug-southern-crude-oil-exports-hit-new-record-high-of-3853-million-bd

KRG exports up 40% from July but this may be due to stored oil

Coal power hangs on
https://www.wsj.com/articles/why-coals-power-persists-1535976000

Didn\'t realize that coal is actually going as well as this article says! Coal\'s market is really outside the US, especially in Asia, India
China just contracted to build new coal power plant in Egypt
Lack of nuclear power - how to keep a large grid going for long periods of time. Should you use coal in an emerging market?
Coal is still cheap, reliable, efficient - it\'s just dirty

Iran sanctions and India
https://www.reuters.com/article/us-india-iran-oil-exclusive/exclusive-india-allows-state-refiners-to-use-iran-tankers-insurance-for-oil-imports-idUSKCN1LJ1F9

India and China use Iranian tankers and Iranian insurance to continue to buy Iranian oil, but does Iran have enough tankers to do handle that volume of crude in the long run?
Also, will Saudi Arabia, Russia or Iraq lower their oil prices or offer similar deals on insurance to make their oil more attractive than Iran\'s?

Just how good is Iranian insurance?

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