Subject: Re: Winning Looks a Lot Like Losing...
The most likely scenario is the seizing of Kharg island which will have ramifications on Iran's oil exports (which would drop to zero). Iran's partners won't like that either.

Do you realize that oil is priced based on worldwide supply and demand? It’s not only Iran’s partners that won’t like it, no one that consumes oil will like it (except, of course, the big oil companies).