Tuesday, January 6, 2026

JEFF: 🇮🇶 Iraq’s Dollar “Earthquake” at the Start of 2026

🇮🇶 Iraq’s Dollar “Earthquake” at the Start of 2026

Why Rising Dollar Pressure Is Forcing a Dinar Decision

Commentary based on Jeff’s analysis


🌍 A Powerful Headline Out of Iraq

An Iraqi article recently captured attention with this title:

“The Dollar ‘Earthquake’ This Iraqi Markets at the Start of 2026… Expectations of Breaking the 146,000 Barrier.”

This headline reflects a real and growing pressure inside Iraq’s financial system — one that cannot be ignored much longer.


💵 The Parallel Dollar Is Rising — But Why?

Jeff explains the reason is not random:

  • Trade inside Iraq is increasing

  • Imports are rising

  • Iraq’s dinar is not yet a tradable international currency

Because of this, the U.S. dollar remains Iraq’s trade currency until the dinar goes international.

As trade increases, demand for dollars increases — pushing the parallel market higher.


📈 The 146,000 Threshold Matters

The dollar approaching — and threatening to break — 146,000 IQD per $100 is significant.

Why?

Because it creates:

  • Inflationary pressure

  • Public concern

  • A credibility issue for monetary policy

Jeff believes this forces urgency on the Central Bank of Iraq, especially once the new government is fully formed.


🏦 Why This Pushes Toward Revaluation

According to Jeff:

  • Iraq cannot continue expanding trade using a non-tradable currency

  • The dollar cannot remain the long-term solution

  • Monetary normalization becomes unavoidable

The rising dollar is not the problem — it’s the signal.


🔍 Clearing Up the “1 to 1” Confusion

Many people say:

“We’ve heard the dinar will go 1 to 1.”

Jeff agrees — technically, yes — but with an important distinction.

You must look at this from two different angles.


🇮🇶 Inside Iraq: 1 to 1 Purchasing Power

Within Iraq:

  • Whatever you can buy today with a 25,000 dinar note

  • You will be able to buy the same items with a 25 dinar note after reform

This is purchasing power parity, not international exchange value.

So yes — inside Iraq, it is effectively 1 to 1.


🌐 Outside Iraq: International Exchange Value

Outside Iraq is a different calculation.

Jeff explains it like this:

  • If the international rate were $3.00 per dinar (example)

  • 25,000 dinar note would equal $75,000

  • 25 dinar note would equal $0.75

This highlights the redenomination + revaluation structure — not a contradiction, but a design.


🧠 Why This Structure Makes Sense

This dual approach allows Iraq to:

  • Protect internal pricing

  • Avoid domestic inflation shocks

  • Transition smoothly to international markets

  • Normalize trade settlement

It’s not about instant wealth — it’s about economic functionality.


⭐ Featured Snippet 

Jeff explains that Iraq’s rising parallel dollar rate is driven by increased trade and a non-tradable dinar, forcing the Central Bank toward currency reform once the new government is formed.


❓ Q&A: Jeff’s Dinar Breakdown

Q: Why is the dollar rising in Iraq?

A: Because trade is increasing and the dinar is not yet internationally tradable.

Q: What happens if the dollar breaks 146,000?

A: It increases pressure on the CBI to adjust monetary policy.

Q: Is the dinar really going 1 to 1?

A: Yes — internally for purchasing power, not externally.

Q: Why is the international value different?

A: Because exchange rates and domestic purchasing power are separate systems.


🧭 Final Thoughts

The “dollar earthquake” is not a failure of Iraq’s economy — it is a signal of growth without the right monetary tools.

As trade expands, the system must evolve.

Jeff’s analysis reinforces one core truth:

Iraq cannot finish its economic transition without making the dinar tradable.

Pressure is building — and pressure creates decisions.


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Jeff   

 Article:  "The dollar 'earthquake' this Iraqi markets at the start of 2026...expectations of breaking the 146,000 barrier 

The value of the parallel dollar has gone up. 

 Why?  Because trade is increasing.  Because the Iraq dinar is not a tradable currency, the dollar is currently their trade currency until they go international, making the dinar tradable.  It's crossing that 146,000 threshold against $100.  That's creating a level of urgency for the central bank to need to revalue most likely after the government is formed.

Some of you say, 'We've heard this will be 1 to 1.'  Technically, yeah, it's going to be 1 to 1.  But you got to look at this from two different angles...Hear me carefully on this.  It'll be 1 to 1 only within the country of Iraq, not outside. 

 Here's why...Whatever you can buy at the grocery store for a 25,000 dinar note...you'll be able to buy the same exact items with a 25 dinar note after.  So yeah, in the country of Iraq it'll be 1 to 1...

What about outside Iraq

 There's the dinar against foreign currency value...Let's use a $3.00 as example.  You would have a 25,000 note that would be worth $75,000.  A 25 note is worth $0.75 cents.

BANK STORY FROM MARKZ: THE DINAR IS A GOOD INVESTMENT!! @DINARREVALUATIO...

US-based Chevron visits Sudan and plans to maximize oil revenues

 US-based Chevron visits Sudan and plans to maximize oil revenues

Expanding refining and processing capacities

Prime Minister Mohammed Shia al-Sudani met on Sunday (January 4, 2026) with Joe Kuo, Vice President of the American energy company Chevron. The two sides discussed steps to remove obstacles and adapt contracts to align with the government’s development goals in order to maximize oil production returns and expand refining and processing capabilities.

The Sudanese office stated in a statement, a copy of which was received by 964 Network, that “the Prime Minister received the Vice President of the American energy company Chevron, Joe Cook, and the meeting witnessed discussions on the company’s work and the opportunities for cooperation available in the oil and energy sectors with the Ministry of Oil, and ways to enhance investments and create an attractive

environment.”

According to the statement, the meeting included an exchange of views on the best steps to remove obstacles and adapt contracts to align with the government's development goals in order to maximize oil production returns and expand refining and processing capacities.

According to the statement, Al-Sudani directed that discussions continue between the Ministry of Oil and the company in order to find the best investment opportunities for the national oil sector and to optimize the investment of oil wealth.  link

🌍 MarkZ Update: The Quiet Switch That Changes Everything

🔍 A Question That Matters

A powerful question was raised recently:

With Iraq, it seems they are moving — but with no fanfare. Do you think they will just switch very quietly and we see it days later?

MarkZ’s answer was direct — and revealing.


🤫 “Exactly What I Believe Will Happen”

According to MarkZ, this is precisely how it is expected to unfold:

  • No fireworks

  • No global announcement

  • No media countdown

To the rest of the world, the change may appear after the fact — quietly noticed days later through banking systems and rate screens.

But to those who are plugged in, it will look very different.


🏦 Why Quiet Benefits the System

MarkZ explains that banks:

  • Want liquidity

  • Prefer controlled inflows

  • Avoid public panic or speculation

This is why banks would quietly begin calling in holders — not broadcasting rates, but managing exchanges behind the scenes.

Silence equals stability.


💱 Dong Rumors Ignite Excitement

A comment circulating in recent discussions raised eyebrows:

“Some rumors say the Dong at $5.35–$5.40. Hope it’s true.”

MarkZ did not dismiss this outright — instead, he shared a short but intriguing bank story.


🏛️ The Bank Story: Restricted but Real?

According to MarkZ:

  • Deposits have allegedly occurred

  • Take-home rates between $5.35 and $5.40

  • These figures are after fees and spreads

  • Funds are restricted — not yet movable

  • Serious limitations apply

This suggests early-stage positioning, not public exchange availability.


🔎 Why Restrictions Matter

Restricted funds often indicate:

  • Pilot programs

  • Liquidity testing

  • Compliance checks

  • Internal bank positioning

In other words, something may be underway, even if not finalized.

MarkZ emphasized he is actively tracking this and seeking confirmation.


⏳ Timeline: Eyes on Monday

MarkZ stated he hopes to verify this information by:

📅 Monday, January 5, 2026

Whether confirmed or denied, the existence of such stories points to movement beneath the surface.


🧠 Why This Fits the Bigger Pattern

Historically, major currency transitions:

  • Begin quietly

  • Are tested internally

  • Restrict early access

  • Expand only after systems are ready

Public awareness usually comes last, not first.


⭐ Featured Snippet (Google Discover Ready)

According to MarkZ, Iraq’s currency shift is expected to happen quietly, with banks managing liquidity behind the scenes before the public notices any change.


❓ Q&A: MarkZ Currency Insights

Q: Will Iraq announce a major rate change publicly?

A: MarkZ believes it will happen quietly, with confirmation appearing days later.

Q: Why would banks keep it quiet?

A: To manage liquidity, avoid panic, and control exchange flow.

Q: Are Dong rates at $5.35–$5.40 confirmed?

A: No confirmation yet — but bank-related stories suggest early-stage activity.

Q: Why are funds restricted in these stories?

A: Restrictions often signal testing phases or compliance requirements.


🧭 Final Thoughts

Quiet does not mean inactive.

In fact, the quieter it gets, the closer systems usually are to execution.

MarkZ’s comments reinforce a long-held belief in this space:

The biggest changes rarely arrive with headlines — they arrive with bank appointments.

Stay observant. Stay grounded. Watch actions, not noise.


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📈Hashtags

#MarkZ
#CurrencyReset
#IraqiDinar
#VietnamDong
#GlobalReset
#BankLiquidity
#QuietSwitch
#IQDUpdate
#RVSpeculation
#FinancialAwakening

MarkZ  

 [via PDK] 

 Question:  with Iraq it seems they r moving but no fan fair… do u think they will just switch very quietly and we see it days later

 MarkZ:  That is exactly what I believe it will appear like to the rest of the world. They are going to try to keep this as quiet as they can. It will appear differently to us…we are more plugged in and banks will want us to come in so they have liquidity.

 Comment:   Some rumors floating around say Dong @ $5.35/5.40? Hope it's true.  

MarkZ:  I have a short bank story. Somewhere between $5.35 and $5.40 take home for people who have been allowed to deposit …but cannot yet move it out of that bank. It comes with serious restrictions…

but it seems something is going on. I am trying to get to the root of this and confirm... Can you imagine taking home $5.35 and $5.40 on exchanging dong. And this is after fees and the spread. So I will be tracking that story and hope to have verification by Monday [1-5-26]. That one got me excited. 

MAJEED: The CBI will be back on January 7 after the reevaluation happen...

Atrushi: The oil and gas law must be passed as soon as possible

 Atrushi: The oil and gas law must be passed as soon as possible

The second deputy speaker of the Iraqi parliament, Farhad Atrushi, indicated that so far more than 40 people have nominated themselves for the position of president of the republic, but the two parties, the Democratic Party and the Patriotic Union, do not have a candidate. He stressed that in order to solve the financial problems and implement federalism, the oil and gas law must be passed as soon as possible. At the same time, regarding the parliamentary committees, he said: The committees are formed temporarily.

On Sunday, January 4, 2026, during his participation in the "Today's Talk" program on Kurdistan24, Atroushi said: In Iraq, the parliament is the center of the political process and the center for making important decisions, so maintaining the position of Deputy Speaker of Parliament for the Kurds is very important.

He added: “Today the new parliament held its first session, during which I submitted a proposal that the parliament’s presidency should have special legislative authority for the next four years, in order to have clarity in the implementation of laws and the identification of important laws. They also welcomed the proposal.” He also said: “In the next session, we will decide on the general outlines of the parliament’s policy and form a special committee.”

He continued: “The oil and gas law must be issued in order to implement fiscal federalism, because a large part of Iraq’s revenues are provided through oil and gas, and without implementing the law and the constitution, no problem will ever be solved, and the constitution must be the arbiter.”

He added, "So far, more than 40 people have nominated themselves for the presidency, and we expect that number to increase tomorrow, but neither of the two main parties has yet put forward a candidate for the position." He also stressed that the Kurds must be united on the issue of the presidency and have a single position.

He went on to say: "Tomorrow we will form a committee to lay some foundations and monitor the distribution of parliamentary committees," and said: The distribution of parliamentary committees should be temporary only to carry out the work of parliament until the new government is formed.  link


MNT GOAT: 🇮🇶 Iraq Budget Reform: Can Iraq Remove Oil From the Budget?

🇮🇶 Iraq Budget Reform: Can Iraq Remove Oil From the Budget?

A Bold Reform Path or a Calculated Step Toward Monetary Independence?


😊 A Bold Question Worth Asking

A recent Iraqi article sparked a powerful debate with its striking title:

“Calls to Remove Oil from the Budget: A Bold Reform Path or a Gamble That Could Undermine Iraq’s Financial Stability?”

This is not just a headline — it’s a direct challenge to decades of economic dependence.

The article reminds us that the constitutional phrase “oil belongs to the people” has slowly transformed from a foundation of economic justice into a slogan invoked only during crises, without ever being fully reflected in Iraq’s economic structure.

As 2026–2028 budget discussions approach, the question resurfaces with urgency:

Can Iraq really build a national budget without oil revenues?


🛢️ Iraq’s Oil Dependency: Strength or Structural Risk?

For decades, Iraq’s economy has relied almost entirely on oil revenues. While oil has funded reconstruction and salaries, it has also created:

  • Budget volatility

  • Political leverage vulnerabilities

  • Exposure to global price swings

  • Delayed diversification

Oil has been both a lifeline and a liability.


🔄 Can Iraq Remove Oil from the Budget?

The honest answer: Yes — if they truly choose to.

Iraq already possesses:

  • Massive natural resources

  • Strategic trade positioning

  • A growing banking and digital finance framework

  • Untapped taxation and customs potential

  • Non-oil sectors ready for activation

What’s required is unity, discipline, and execution.


💰 Sovereign Wealth Funds: The Missing Link

One of the most powerful ideas raised is this:

What if excess oil revenues were placed into sovereign wealth funds instead of the annual budget?

Countries like Norway and the UAE have proven that:

  • Oil can fund future generations

  • Budgets can operate independently

  • Currency stability increases

Such funds could grow beyond imagination — but here’s the key insight for investors:

➡️ Iraq does NOT need this full wealth structure to reinstate the dinar.


💱 Currency Reform Is Part of the Plan

According to ongoing CBI discussions shared by MNT GOAT:

  • Reinstating the IQD to online and international trading

  • Reducing oil dependency in budget funding

  • Expanding non-oil revenue streams

These are interconnected steps, not separate ideas.

Removing oil from the budget is not possible without currency normalization — and vice versa.


🧠 Two Ways to Think: Half-Full or Half-Empty

This moment requires perspective.

Ask yourself:

  • Where was Iraq four years ago?

  • What progress has already occurred?

  • Has Iraq been moving forward — or backward?

Despite regional pressures and Iran’s influence, Iraq continues to advance.

Yes, there may be a short-term adjustment following the November elections, and yes, the effects may be felt briefly — but history shows Iraq fixes what is broken when pressure peaks.


⏳ Short-Term Noise vs Long-Term Direction

Temporary disruptions do not define outcomes.

The big picture shows:

  • Structural reform

  • Monetary realignment

  • Reduced dependency

  • Increased sovereignty

The RV is not canceled by noise — it is often preceded by it.


⭐ Featured Snippet 

Removing oil from Iraq’s national budget is possible through diversification, sovereign wealth funds, and currency reform, allowing oil revenues to fund future stability rather than daily expenses.


❓ Q&A: Iraq Budget & Oil Reform

Q: Can Iraq really fund a budget without oil?

A: Yes, through diversification, taxation reform, trade, and monetary normalization.

Q: Why would Iraq remove oil from the budget?

A: To reduce volatility, strengthen sovereignty, and stabilize long-term planning.

Q: How does this relate to the Iraqi dinar?

A: Currency reinstatement is a key pillar in reducing oil dependency.

Q: Will elections delay reform?

A: Possibly short-term, but long-term direction remains forward.


🙏 A Closing Thought & 2026 Prayer

There is a prayer worth carrying into 2026:

To be healthy, wealthy, and wise.
Wise enough to recognize evil when it appears.
Wealthy enough to help those in need.
Healthy enough to enjoy family and the abundance God provides.

This journey is about more than money — it’s about stability, dignity, and future generations.


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📈Hashtags

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#BudgetReform
#OilIndependence
#IraqiDinar
#IQDReinstatement
#SovereignWealth
#CurrencyReform
#MiddleEastFinance
#GlobalReset
#EconomicTransformation

MNT GOAT

😊There is yet another article that I thought was an amazing bold move of a thought process. Its title is “CALLS TO REMOVE OIL FROM THE BUDGET: A BOLD REFORM PATH OR A GAMBLE THAT COULD UNDERMINE IRAQ’S FINANCIAL STABILITY?” I quote from the article The phrase“oil belongs to the people”has been transformed from a constitutional text that is supposed to establish economic justice and sustainable development, into a slogan that is invoked during crises without actually being reflected in the structure of the Iraqi economy. 

So, after decades of almost complete dependence on oil revenues, questions are mounting about the viability of a model budget void of oil revenues.” Can it actually be done?

As the 2026-2028 upcoming budget discussions approach, the debate resurfaces regarding the meaning of public ownership of oil, the limits of its use, and the possibility of moving towards a diversified economy that reduces dependence on a single resource of revenue that has proven to be as much a source of danger as a source of funding.

Can Iraq really remove oil revenues totally as a source of revenue to fund the budget? I will try to answer this question. Iraq with all its current resources can do this if they really, really wanted it, really came together and worked together, all in the same direction. Can you imagine the wealth of these excess oil revenues being placed in Sovereign Funds that could grow beyond our imagination. But we as investors do not need this level of wealth to get the dinar reinstated. In fact, to get the IQD back to online trading is part of the recipe of removing oil from the budget. It is all in the plan, so I am told by my CBI contact.

So, I need everyone to remember the two ways you can think. We can have our minds positive (half-full) or negative (thinking on the side of half-empty). Remember what Iraq as like just four years ago and this should give you a really good understanding that they are going to move ahead and not backwards, regardless of Iran. Yes, there may be a short, temporary ‘adjustment’ due to these crooked elections just held in November and it may be felt, but we must look at the big picture and know that all of this will be fixed somehow and I am sure of it. The RV will happen and we will be going to the bank shortly.

There is a prayer I pray each day. Let it be our 2026 prayer too to be Healthy, Wealthy and Wise. Being wise enough to know evil when you see it, wealthy enough to give to those in need, and of course healthy enough so you can enjoy our families from the abundance God gives us.  

https://mntgoatnewsusa.com/latest-mnt-goat-newsletter/

Iraq REER & Currency Framework Update: REVAL HUB Insights Report

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