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Five Iran Deal Announcements, Zero Closures: Ex-Goldman Analyst Urges Caution on Trump's Peace Claims

GateNews

2026-05-26 03:04:34

According to Jeff Currie, a former Goldman Sachs commodities research chief and current Carlyle Group energy advisor, the history of U.S.-Iran negotiations tells a stark story. On May 26, after President Trump claimed the U.S. is nearing a peace agreement with Iran and the Strait of Hormuz could reopen, Currie countered with data: five deal announcements have been made since the conflict began, but zero have materialized. He summed up the pattern as "sell the tweet, buy the hard goods." Global oil inventories are declining sharply—down 17 million barrels in just the past week—with some Asian markets hitting operational minimums. Currie stressed that Iran's negotiating position is the strongest in 47 years because each passing day further depletes global reserves, strengthening Tehran's leverage.

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