Esfandyar Batmanghelidj @yarbatman
I invest in emerging economies in West Asia and study how sanctions are reshaping Iran and the world. CEO of @boursebazaar. Adjunct Prof @SAISHopkins. Joined August 2014-
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#Sanctions on #Iran have deeply affected the middle class, disrupting livelihoods and limiting opportunities for millions. These impacts weaken society’s backbone and undermine stability and development. New in European Journal of Political Economy: doi.org/10.1016/j.ejpo…
The latest piece in our @Clingendaelorg series Iran in Transition. @renadmansour and I analyze why the "Axis of Resistance" stayed quiet in the #Iran-#Israel war & explain an emerging modus operandi in the Axis 👇 clingendael.org/publication/si…
I’m in @FT on Trump’s recent move to make the Pentagon the top shareholder in the US only rare earths mine. This is the “worst of all worlds” resource nationalism: a toxic mix of environmental harm, militarism, Big Tech, financial de-risking, and asset appreciation. Link below ⬇️
According to this, Iran must return to compliance with a deal the US broke five years ago, or else the US, having just scuttled talks by illegally bombing Iran, will be justified in bombing a second time. Do I have that right? Because that sounds crazy. washingtonpost.com/opinions/2025/…
NEW: IMHO the most important aspect to the debate over "snapback" is what impact the restoration of UN sanctions may have on Iran. @yarbatman has probably the most clear-eyed take out there on this million-dollar question. amwaj.media/en/article/sna…
Diabolical that America’s next great defense contractor dresses like Uncle Tito from Rocket Power.
The Chinese state selects what sectors receive the largest investment inflows. But the reason why money spurs innovation is fierce competition among firms in those sectors. Most of the prerequisites for innovation in plan rational China are the same as in free market economies.
The Chinese state selects what sectors receive the largest investment inflows. But the reason why money spurs innovation is fierce competition among firms in those sectors. Most of the prerequisites for innovation in plan rational China are the same as in free market economies.
Grateful to @tatianakrotoff for this interview on snapback, published in @LOrientLeJour.
NEW EPISODE: Back in the day, if a sanctioned person or company demonstrably changed their behavior, OFAC would probably take them off the SDN list. But as @FerrariLegal explained to me in this fascinating discussion, that's no longer a safe bet... thesanctionsage.com/p/how-to-get-o…
Look at this messaging from Larijani... I don't think people realize how small a gesture if would have taken to get direct US-Iran talks started after Trump got the ceasefire in June. But no gesture was forthcoming because the Trump administration has no *capacity* for diplomacy.…
Look at this messaging from Larijani... I don't think people realize how small a gesture if would have taken to get direct US-Iran talks started after Trump got the ceasefire in June. But no gesture was forthcoming because the Trump administration has no *capacity* for diplomacy.…
After shifting its policy in 2021, the UAE now exports to Iran in three months what the EU exports in a year. If snapback happens, the UAE will maintain this trade, skirting UN sanctions to keep relations with Iran on the right footing. My analysis: amwaj.media/en/article/sna…
Deep Dive: Will return of UN sanctions sever Iran’s economic lifelines? amwaj.media/en/article/sna… via @amwajmedia
NEW EPISODE: By adding a name to the sanctions list, US officials can change the fortunes of an individual, a company, and even a whole country. But how do entities get added to the list? And how can they get taken off? @FerrariLegal has the answers: thesanctionsage.com/p/how-to-get-o…
The critical question when it comes to “snapback”—if completed—is what will happen to Iran’s trade with China and the UAE. Iran’s economy will survive. But Iran’s economic sovereignty may not. My latest for @amwajmedia. amwaj.media/en/article/sna…
NEW: 🇮🇷 #Iran faces looming UN sanctions as the 🇬🇧🇫🇷🇩🇪 #E3 trigger the nuclear deal’s “snapback” mechanism. But will the move truly choke Tehran’s economy—or has it already adapted to survive under pressure? Analysis by @yarbatman for @amwajmedia👇 amwaj.media/en/article/sna…
good thread. glad i learned something new today!
good thread. glad i learned something new today!
I agree with this but wish there were some examples shown. Such as Neri & Hu, Zhu Pei, MAD or Sawyer Li, Mario Tsai, Jimmy Yang, Frank Chou ht @nicknotned
I agree with this but wish there were some examples shown. Such as Neri & Hu, Zhu Pei, MAD or Sawyer Li, Mario Tsai, Jimmy Yang, Frank Chou ht @nicknotned
interesting counternarrative to a common idea, one that I have defended and examined at length before scholars-stage.org/why-chinese-cu…
interesting counternarrative to a common idea, one that I have defended and examined at length before scholars-stage.org/why-chinese-cu…
Following the initiation of snapback mechanism by E3, #Iran’s chief banker says the country’s earnings from oil exports are stable and did not drop compared to previous months. He said the Central Bank projects this trend will hold & a decline is not expected.
Following the initiation of snapback mechanism by E3, #Iran’s chief banker says the country’s earnings from oil exports are stable and did not drop compared to previous months. He said the Central Bank projects this trend will hold & a decline is not expected.
1. There was just one part of @danwwang's excellent new book which irked me. He repeats the claim, often made, that China has "done a terrible job of creating cultural output that the rest of the world finds appealing." But here cultural output is defined very narrowly.

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URN a simple peasant ... @UnreliableNarr6
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273K Followers 102 Following 26th US Permanent Representative to the United Nations, former US Ambassador to Afghanistan and Iraq. President @GryphonPartners. Author of #TheEnvoy.
Haid Haid @HaidHaid22
10K Followers 1K Following Senior Fellow @ArabReform_ARI, Chatham House @CH_MENAP & @ME_Council | Formerly @Refugees | PhD @warstudies | A Syrian who writes about Syria—among other things
Benjamin Fève @BenjaminFeve
5K Followers 205 Following Senior Research Analyst @KShaar_Advisory; Former @TheSyriaReport, @Think_Triangle, @BadilMedia; Focus on #Syria; FR, EN, عر, TR