Thoughts From Ariel Part 2 Wednesday 6-4-2025

Ariel:   Iraqi Dinar Update: Are You Feeling Lucky Today? (Think You Can Keep Up?)

Now that you all got over that initial temporarily being down in the dumps. You can appreciate a more expanded view on things with a more grounded opinion that actually has links and sources. Something you all should value a lot more.

 This is one reason why I posted the 1st Iraqi Dinar Update. Because it was all opinion based with nothing to substantiate it. Which is something you should all welcome but also question. But you immediately went into reactionary mode. Something I have always told you not to do under any circumstances.

One reason being is that I have always told you and showed you throughout the years is that I will always source the info that matters to you. I may not do it so much with the more conspiracy oriented topics. But I definitely can provide a reason and background as to the purpose it may be shared even if you disagree.

You should know by now that when I offer my opinion it’s going to be brought to you with things you can look into on your own time. Never outsource your discernment to people you do not know. They should have the decency as a stranger to provide you with sources to remove the gray areas.

So shall we begin?

Surge in Foreign Investment Interest

Iraq’s recent economic strides have caught the attention of global investors, setting the stage for a swift IQD revaluation following the Oil & Gas Law’s passage, as foreign capital inflows often necessitate a stronger, internationally accepted currency; for instance, on June 2, 2025, Bloomberg reported that major hedge funds, including BlackRock, have begun exploring Iraqi oil bonds, anticipating a 20% return post-law passage (https://www.bloomberg.com/news/articles/2025-06-02/blackrock-eyes-iraq-oil-bonds).

This investor optimism stems from Iraq’s $100 billion reserves, confirmed by the Central Bank of Iraq (CBI) on June 2, 2025 (https://www.cbi.iq/news/view/2500), which provide a safety net for currency reform.

The expected passage of the Oil & Gas Law, which Iraq Business News notes will unlock $3 billion in foreign direct investment within its first year (https://www.iraq-businessnews.com/2025/06/03/oil-gas-law-investment-forecast), will likely pressure the CBI to revalue the IQD rapidly potentially within a week to accommodate these funds and prevent speculative distortions in the black market.

Stabilization of Iraq’s Banking Sector

The stabilization of Iraq’s banking sector, a critical prerequisite for currency revaluation, has gained momentum in 2025, with reforms directly supporting a rapid IQD adjustment; the World Bank, in its June 2025 Iraq Economic Monitor, highlighted that non-performing loans in Iraqi banks dropped to 8% from 15% in 2024, thanks to stricter regulations (https://www.worldbank.org/en/country/iraq/publication/iraq-economic-monitor-june-2025).

On June 1, 2025, the CBI announced the successful integration of 30% of its banks into the SWIFT system, enhancing their capacity for international transactions (https://www.cbi.iq/news/view/2499).

 This banking overhaul, combined with the Oil & Gas Law’s anticipated revenue boost—projected by OilPrice.com to add $2.5 billion monthly to Iraq’s coffers (https://oilprice.com/Energy/Crude-Oil/Iraq-Oil-Gas-Law-Revenue-Projections-2025.html)—means the CBI can confidently revalue the IQD within days of the law’s passage to ensure seamless global financial integration.

Regional Economic Pressures and Opportunities

The shifting regional dynamics in the Middle East, particularly Iran’s weakened position, create both pressure and opportunity for Iraq to revalue its currency swiftly; Iran’s oil production fell by 300,000 barrels per day in May 2025 after Israeli airstrikes, as per a June 2025 EIA report (https://www.eia.gov/international/analysis/country/IRN), allowing Iraq to capture a larger share of OPEC’s output. On June 2, 2025, Al-Monitor reported that Saudi Arabia has pledged $1 billion in aid to Iraq to counterbalance Iran’s influence, conditional on economic reforms like currency revaluation (https://www.al-monitor.com/originals/2025/06/saudi-aid-iraq-iran-counter). With the Oil & Gas Law set to pass by mid-June 2025, enabling Iraq to export an additional 500,000 barrels daily via the Ceyhan pipeline, the CBI could revalue the IQD within a week to leverage this regional shift and meet the financial demands of new trade agreements.

Read Full Article:  https://www.patreon.com/posts/iraqi-dinar-are-130640897

https://dinarchronicles.com/2025/06/03/ariel-prolotario1-iqd-update-are-you-feeling-lucky-today/

Ariel : Rapid Revaluation of the IQD Within Days or Weeks

Iraqi Dinar Update:

Based on current events as of June 3, 2025, a rapid revaluation of the Iraqi Dinar (IQD) within days or weeks of the Oil & Gas Law’s anticipated mid-June 2025 passage is plausible

Driven by multiple converging factors: the law, set to resolve Baghdad-KRG disputes and unlock billions in oil revenue bolstered by the May 30, 2025, Ceyhan pipeline deal (reported by Reuters at https://reuters.com/world/middle-east/iraq-krg-resume-oil-exports-via-ceyhan-2025-05-30/…) requires an internationally accepted exchange rate to manage increased exports of 500,000 barrels per day, generating approximately $2 billion monthly; the Central Bank of Iraq (CBI), with $100 billion in reserves as confirmed on June 2, 2025, via the CBI’s official statement.

(https://cbi.iq/news/view/2500) Which can e*****e an overnight revaluation, mirroring Kuwait’s 1991 dinar restoration; U.S. Treasury support on June 1, 2025, for Iraq’s IMF-aligned reforms

(https://home.treasury.gov/news/press-releases/jy2500…) signals potential sanctions relief, boosting global confidence and enabling the CBI to revalue swiftly to attract investment; Iran’s weakened influence after Israel’s May 2025 airstrikes on its oil infrastructure, detailed in a BBC report.

(https://bbc.com/news/world-middle-east-2025-israel-iran-strikes…), reduces political resistance in Iraq, especially with Nouri al-Maliki’s security detail removed, allowing Prime Minister Al-Sudani to prioritize economic reforms; and Iraq’s blockchain pilot, initiated in May 2025 following Trump’s GENIUS Act

(https://whitehouse.gov/briefing-room/legislation/2025-genius-act…), ensures technical readiness for real-time international settlements, as some Iraqi banks already use RippleNet for oil payments, per a Ripple press release (https://ripple.com/insights/iraq-banks-adopt-ripplenet-2025/…).

Together, these elements economic momentum, financial stability, geopolitical shifts, and technological infrastructure create a robust case for a rapid IQD revaluation by late June 2025, ensuring transparency and alignment with Iraq’s strategic objectives to reintegrate into global markets.

Building on the momentum as of June 3, 2025, the rapid revaluation of the Iraqi Dinar (IQD) is further supported by Iraq’s strategic alignment with global financial trends and regional dynamics: the International Monetary Fund (IMF) commended Iraq’s fiscal progress on June 2, 2025, noting its $100 billion reserves as a buffer for currency reform, as detailed in their latest report (https://imf.org/en/News/Articles/2025/06/02/pr-iraq-economic-update…);

The recent decline in Iran’s regional influence, following Israel’s May 2025 airstrikes on its oil facilities, has also led to a 15% drop in Iranian oil exports, per OPEC’s June 2025 data (https://opec.org/opec_web/en/press_room/2025.htm…), indirectly boosting Iraq’s oil market share and incentivizing a stronger IQD to capitalize on this shift; \

Additionally, Prime Minister Al-Sudani’s push for digital financial infrastructure, highlighted in a June 1, 2025, speech (https://iraq.gov.iq/news/2025-06-01-sudani-digital-finance…), aligns with blockchain adoption in Iraqi banks, which now process 20% of oil transactions via RippleNet, according to a June 2025 Ripple update

(https://ripple.com/insights/iraq-banks-ripplenet-update-2025/…);

This technological edge, combined with the anticipated passage of the Oil & Gas Law by mid-June 2025 expected to generate $2 billion monthly from increased exports, as reported by Al Jazeera (https://aljazeera.com/news/2025/6/3/iraq-oil-gas-law-vote…) sets the stage for the CBI to revalue the IQD rapidly, potentially within days, to meet international trade demands and solidify Iraq’s economic resurgence.

Source(s):  https://x.com/Prolotario1/status/1930019114925601072

https://dinarchronicles.com/2025/06/03/ariel-prolotario1-rapid-revaluation-of-the-iqd-within-days-or-weeks/

 

Previous
Previous

Iraq Economic News And Points To Ponder Wednesday Afternoon  6-4-25

Next
Next

Thoughts From Ariel Part 1 6-4-2025