Friday, April 24, 2026

SUDANI: IRAQ IS NO LONGER A BATTLEGROUND… A NEW PARTNERSHIP WITH WASHINGTON AND BILLIONS OF DOLLARS IN INVESTMENT

SUDANI: IRAQ IS NO LONGER A BATTLEGROUND… A NEW PARTNERSHIP WITH WASHINGTON AND BILLIONS OF DOLLARS IN INVESTMENT

Prime Minister Mohammed Shia al-Sudani published an article in the American magazine Newsweek on April 17, in which he reviewed the most prominent features of the political and economic stage in Iraq, and the government’s vision to enhance internal stability and redefine international relations, especially with the United States.

Al-Sudani stressed that the election result represented a popular mandate for a difficult but necessary path to maintain Iraq’s stability in light of a very dangerous regional phase, and to build stronger institutional foundations and long-term economic renewal.

He noted that over the past two and a half years, and during three waves of regional escalation, his government had managed to keep Iraq out of the war, protect international personnel on its territory, and maintain the cohesion of the state.

He explained that the government brought companies such as ExxonMobil, Chevron, BP and GE Vernova back to Iraq through new commitments in the energy sector worth billions of dollars, in addition to attracting more than $100 billion in investments.

He explained that the current moment is the most appropriate to redefine Iraq’s relationship with the United States, noting that Iraq has always been viewed in Washington through the lens of crises, war and terrorism, while today it is a country that has proven its ability to withstand enormous pressure.

Al-Sudani spoke about the challenges his government has faced since the outbreak of the war in Gaza in October 2023, stressing that the goal was to prevent Iraq from being dragged into a conflict that was not of its choice, despite increasing pressure and escalation from multiple parties.

He added that the government has acted through direct engagement, issuing security directives and continuous political management to prevent Iraqi territory from becoming an open arena for regional war, while maintaining a firm objective of containing escalation and protecting stability.

He stressed that this position represents an exercise of sovereignty, noting that Iraq is more aware than others of the cost of becoming an arena for settling scores between others.

On the security front, he pointed out that the Popular Mobilization Forces were formed in response to the threat of ISIS, and that the government strengthened oversight and directed resources through official institutions, while refusing to turn exceptional arrangements into permanent alternatives to the state.

On the economic front, he affirmed that Iraq has rebuilt its economic position, with the return of major companies to develop oil fields and energy projects, in addition to the implementation of strategic projects such as the Total Energies and Qatar Energy project in Basra.

He stressed that Iraq has become more competitive and more attractive for investment, thanks to improved contractual terms, restored confidence, and the creation of a favorable environment for long-term investment.

He explained that Iraq possesses the fifth largest oil reserves in the world and is located in an important strategic location, which calls for dealing with it as a strategic opportunity in American policy.

He also stressed that Iraq’s partnerships will remain diverse, with continued cooperation with China alongside the United States, Europe, Turkey and the Gulf States, noting that Iraq’s geographical location and balanced relationships represent a strategic strength.

He touched on the development road project, which will make Iraq an important trade corridor and a bridge for trade, energy and diplomacy, instead of being an arena for conflict.

Al-Sudani called on the United States to adopt a more mature strategic framework towards Iraq, especially in the economic field, while protecting and encouraging American investments. He also stressed the importance of developing the security sector, enhancing intelligence cooperation, and combating terrorism, in order to support the state’s long-term capabilities.

He concluded by emphasizing that Iraq is working to strengthen its institutions, diversify its economy, and resolve the relationship between the state and armed groups in favor of the state, noting that what Iraq is proposing is based on partnership, interests, and mutual respect, and that the opportunity is available to build a more stable and interconnected future in the region.


MNT GOAT: RV STATUS HIGHLIGHTS: Deletion of Zeros: The Critical Step Toward a Possible $0.72 Rate

馃嚭馃嚫 HIGHLIGHTS – RV STATUS (Mnt Goat)

  • 馃嚠馃嚩 Ongoing political deadlock: Over 5 months without a stable government; strong Iranian interference delaying progress.
  • 馃‍馃捈 Al-Sudani vs Maliki:
    • Al-Sudani won the popular vote but faces resistance from Iran-backed factions.
    • Maliki re-enters the scene after his candidate is rejected.
  • 馃嚭馃嚫 U.S. pressure tactics:
    • Halting dollar shipments to Iraq until a government is formed.
    • Demanding disarmament of Iran-backed militias.
    • Security is essential before economic advancement.
  • 馃挵 Liquidity crisis:
    • Revenue ≈ 4T IQD vs spending ≈ 8T IQD.
    • ~80% of cash outside the banking system.
    • Potential strain on central bank reserves.
  • 馃彟 Monetary reform underway:
    • Reducing reliance on the U.S. dollar.
    • Promoting dinar usage domestically (e.g., real estate).
    • “Petro-dinar” concept resurfaces.
  • 馃實 De-dollarization signals:
    • Discussions about using yuan and other currencies.
    • Push toward financial independence.
  • ⚠️ RV not imminent:
    • Requires political stability, security, and reform completion.
    • Iranian influence remains the primary obstacle.
  • 馃攧 Deletion of zeros:
    • Key step in monetary reform plan.
    • Could occur with no immediate rate change or moderate adjustment (~$0.72).
  • 馃搱 Key takeaway:
    • Dinar reinstatement depends on real reforms and stability.
    • Without resolving Iranian influence, Iraq remains high-risk for investors-------
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SPANISH


馃嚜馃嚫 HIGHLIGHTS – ESTATUS DEL RV (Mnt Goat)

  • 馃嚠馃嚩 Crisis pol铆tica contin煤a: M谩s de 5 meses sin gobierno estable tras elecciones; fuerte interferencia de Ir谩n bloquea el proceso.
  • 馃‍馃捈 Al-Sudani vs Maliki:
    • Al-Sudani lider贸 en votos pero enfrenta oposici贸n del bloque pro-Ir谩n.
    • Maliki intenta regresar al poder tras rechazo de su candidato.
  • 馃嚭馃嚫 Presi贸n de EE.UU.:
    • Detiene env铆os de d贸lares a Irak hasta formar gobierno.
    • Exige desarme de milicias pro-Ir谩n.
    • Seguridad es clave antes de cualquier avance econ贸mico.
  • 馃挵 Problemas de liquidez:
    • Ingresos ≈ 4T IQD vs gastos ≈ 8T IQD.
    • 80% del dinero fuera del sistema bancario.
    • Posible presi贸n sobre reservas del Banco Central.
  • 馃彟 Reforma monetaria en proceso:
    • Esfuerzos para eliminar dependencia del d贸lar.
    • Impulsar uso del dinar en econom铆a interna (ej. bienes ra铆ces).
    • Ideas de “petro-dinar” para ventas de petr贸leo.
  • 馃實 Alternativas al d贸lar:
    • Discusi贸n sobre uso del yuan y otras monedas.
    • Posible intento de independencia financiera.
  • ⚠️ RV NO es inmediato:
    • Requiere estabilidad pol铆tica, seguridad y control de milicias.
    • Influencia iran铆 sigue siendo el mayor obst谩culo.
  • 馃攧 Eliminaci贸n de ceros:
    • Parte clave del plan monetario.
    • Podr铆a hacerse sin cambio inmediato de tasa o con revaluaci贸n moderada (~$0.72).
  • 馃搱 Conclusi贸n clave:
    • La reinstalaci贸n del dinar depende de estabilidad + reformas reales.
    • Sin resolver influencia iran铆, Irak sigue siendo riesgoso para inversi贸n.

FRANK26…4-21-26…NO USD’s!!!

 

UNITED STATES: IRAQI GOVERNMENT-LINKED ENTITIES SUPPORT MILITIAS THAT THREATEN AMERICANS

UNITED STATES: IRAQI GOVERNMENT-LINKED ENTITIES SUPPORT MILITIAS THAT THREATEN AMERICANS

The US Embassy in Baghdad warned its citizens on Monday of continued security risks in Iraq, despite the reopening of airspace and the resumption of limited commercial flights, urging Americans not to travel to Iraq and to leave immediately if they are already there. It also accused parties linked to the Iraqi government of providing political, financial and operational cover to “Iranian-linked militias.”

The embassy said in a new security alert issued today, which was seen by Shafaq News Agency, that Iraqi airspace has been reopened, but air travelers through Iraq should be aware of the ongoing risks associated with missiles, drones and projectiles.

The embassy added that what it described as “Iraqi terrorist militias allied with Iran” continue to plan additional attacks against American citizens and US-related targets throughout Iraq, including the Kurdistan Region.

The US embassy accused “entities linked to the Iraqi government of providing political, financial, and operational cover to Iraqi militias allied with Iran,” and said they continue to plan attacks against US citizens and US-linked targets.

The embassy confirmed that the US mission in Iraq would continue to operate despite the mandatory departure order, noting that its services were limited to assisting American citizens, while warning against going to the embassy in Baghdad or the consulate in Erbil due to security risks.

The embassy renewed its Level 4 travel warning, which states “Do not travel to Iraq for any reason,” urging American citizens currently in the country to leave immediately.

Regarding exit options, the embassy noted that land routes to Jordan, Kuwait, Saudi Arabia and Turkey remain open, with long delays and local entry and exit procedures expected, as well as the possibility of higher airfares or cancellations at short notice.

The embassy also announced the suspension of all routine consular services in Iraq, including visa services, urging American citizens to communicate via email only in emergencies.

馃搶 REVAL HUB INSIGHTS – Iraq REER & Currency Framework Update 馃嚠馃嚩馃挶

馃搶 REVAL HUB INSIGHTS – Iraq REER & Currency Framework Update 馃嚠馃嚩馃挶

馃搳 Core Monetary Direction
• Iraq is working to align its Real Effective Exchange Rate (REER) with global trade, inflation, and IMF-style benchmarks 馃實
• Goal: strengthen monetary stability and currency credibility through structural reform, not sudden shifts

⚠️ Eliminating Market Distortions
• Long-standing black market exchange pressures are being targeted ❌
• Efforts focus on reducing:

  • Parallel market pricing
  • Currency arbitrage opportunities
  • Dollar auction distortions
    • Objective: move toward a single, official price discovery system

馃彟 Structural FX Reform
• Shift toward a more controlled and formal exchange architecture
• Key measures include:

馃捇 Digital & Financial Modernization Signals
• Gradual move toward digital payment infrastructure & traceable transactions 馃Ь
• Aims to:

  • Increase transparency
  • Reduce leakage from informal markets
  • Improve global banking compliance 馃寪

馃獧 Reserve Strength & Stability Tools
• Continued focus on asset-backed confidence mechanisms

  • Foreign reserves
  • Gold holdings
  • Sovereign assets diversification
    • Supports long-term currency stability perception 馃搱

馃實 International Parity Outlook
• Potential gradual convergence toward fair market valuation
• Driven by:

  • Inflation control
  • Fiscal discipline
  • Trade balance improvements
  • Stronger reserves

⚠️ Important nuance:
• This is described as a gradual macroeconomic process, not a sudden revaluation event

馃捈 Market Impact Goals
If successful, reforms aim to:
• Restore confidence in the official exchange rate
• Increase foreign investment inflows 馃捀
• Reduce cash hoarding behavior
• Strengthen Iraq’s integration into global financial systems 馃寪

馃搶 Bottom Line
Iraq’s currency strategy is evolving toward a structured, policy-driven stabilization model, focused on aligning the dinar with real economic fundamentals, reducing market fragmentation, and improving long-term financial credibility rather than delivering abrupt curren
cy shifts.

REVAL HUB INSIGHTS

Analyzing Iraq’s Real Effective Exchange Rate (REER) Goals and the Post-Election Currency Framework

In the post-election environment, Iraq’s monetary stability depends heavily on the Central Bank of Iraq (CBI) successfully aligning the Real Effective Exchange Rate (REER) with internationally recognized trade and inflation benchmarks. This process is not merely cosmetic; it reflects a deeper structural attempt to stabilize the dinar within a global monetary system that demands transparency, liquidity efficiency, and macroeconomic consistency.

At the core of this transition is the shift away from black-market-driven price discovery, which has historically distorted the dinar’s true value. For years, parallel market activity has created a dual-price environment, weakening policy transmission and undermining investor confidence. The current objective appears to be the gradual elimination of these distortions through tighter capital controls, improved dollar auction mechanisms, and enhanced foreign reserve management.

From Volatility to Structured Exchange Mechanisms

The technical evolution underway can be described as a migration from informal currency valuation systems toward a more structured and sovereign-controlled exchange architecture. This includes:

  • Reduction of parallel market dependency
  • Increased enforcement of official exchange channels
  • Stabilization of import/export pricing through REER targeting
  • Gradual synchronization with IMF-aligned currency valuation standards

These steps are designed to reduce arbitrage opportunities and bring the dinar closer to its fundamental value as defined by productivity, trade balance, and reserve adequacy.

Digital and Asset-Backed Transition Signals

An emerging narrative within this framework is the gradual integration of a digital monetary infrastructure, potentially including sovereign digital payment rails and enhanced traceability of cross-border flows. While not explicitly a full “digital currency shift,” this modernization signals an intent to:

  • Improve monetary transparency
  • Reduce leakage from informal markets
  • Strengthen compliance with global financial systems

In parallel, discussions around asset-backed stability mechanisms, including reserves diversification (gold, foreign currency holdings, and sovereign assets), contribute to perceptions of increased monetary credibility.

Implications for International Parity

If sustained, these reforms point toward a long-term convergence with international parity conditions, where the dinar’s exchange rate better reflects Iraq’s underlying economic fundamentals rather than speculative or segmented pricing systems.

However, it is important to note that “international parity” does not imply an immediate or dramatic revaluation event. Instead, it is typically a gradual convergence process, driven by:

  • Inflation stabilization
  • Fiscal discipline
  • Trade balance improvements
  • Reserve adequacy strengthening

Unlocking Liquidity and Market Confidence

A stabilized REER framework can unlock previously constrained liquidity channels by:

  • Restoring confidence in official exchange rates
  • Encouraging foreign investment inflows
  • Reducing currency hoarding behavior
  • Normalizing banking sector participation in global markets

This, in turn, supports broader economic reform objectives, including banking modernization and integration with international financial systems.

Conclusion

The post-election monetary trajectory in Iraq reflects a strategic shift from fragmented currency valuation toward a unified, policy-driven exchange rate system anchored in real economic fundamentals. While interpretations vary, the technical direction suggests a long-term effort to stabilize the dinar within global trade norms, reduce market distortion, and enhance financial system credibility through structured reform rather than abrupt revaluation mechanisms.


“The Final Moments Before Everything Changes”

Iraqi Dinar Outlook & Iraqi Dinar Strategy Amid Rising Geopolitical Tensions (Realistic, No Hype)

 Realistic timelines and scenarios (best case vs worst case) for the dinar based on how these tensions evolve.

-US blocks Iraq's dollar shipments to squeeze Iran-backed militias, WSJ reports reut.rs/48f4N9O

-US President Donald Trump’s administration has halted US dollar shipments to Iraq and frozen security cooperation programs with its military, as it presses Baghdad to dismantle Iranian-backed militias operating in the country, the Wall Street Journal reports, citing Iraqi and US officials.

Alright—let’s map this out realistically, based on how these forces could evolve. No hype, just scenarios grounded in how currencies and geopolitics actually move.


馃Л Iraqi Dinar Outlook: Scenarios & Timelines

馃煝 Best-Case Scenario (Controlled Reform Path)

Timeline: ~2–5 years

What would need to happen:

  • 馃嚠馃嚩 Government consolidates control over all armed groups
  • 馃敨 Militias are integrated, weakened, or sidelined
  • 馃嚭馃嚫 Eases dollar restrictions as trust improves
  • 馃彟 Banking system reforms (compliance, transparency, anti-money laundering)
  • 馃搲 Black market rate aligns closely with official rate

What happens to the dinar:

馃憠 Think: slow, controlled rise—not overnight wealth


馃煛 Middle Scenario (Stuck in Balance)

Timeline: Ongoing / 3–7 years

What happens:

  • Iraq maintains a fragile balance between:
    • 馃嚭馃嚫 U.S. pressure
    • 馃嚠馃嚪 Iranian influence
  • Militias still exist but don’t fully dominate
  • Dollar restrictions continue intermittently
  • Reforms happen slowly or partially

What happens to the dinar:

  • Mostly stable but weak
  • Periodic volatility (official vs black market gap)
  • No meaningful revaluation

馃憠 Think: status quo—no collapse, but no breakout


馃敶 Worst-Case Scenario (Escalation / Fragmentation)

Timeline: Could unfold quickly (months–2 years)

Triggers:

  • Major conflict involving militias
  • Breakdown in U.S.–Iraq financial coordination
  • Severe restrictions on dollar access
  • Political instability or government paralysis

What happens to the dinar:

  • Devaluation pressure
  • Expansion of black market
  • Loss of confidence in banking system

馃憠 Think: currency stress, not growth


⏳ Key Signals to Watch (These Matter More Than Rumors)

If you want to track real RV potential, watch for:

  • 馃搳 Spread between official rate vs street rate
  • 馃嚭馃嚫 Changes in U.S. dollar transfer policies
  • 馃彟 CBI (Central Bank of Iraq) reforms + compliance measures
  • 馃敨 Actions taken against militias (not just statements)
  • 馃實 Foreign investment returning to Iraq

馃 Straight Reality Check

The idea of:

  • “Any day now RV”
  • “Secret rates”
  • “Mass overnight wealth”

馃憠 These are not supported by:

  • Current monetary policy
  • Iraq’s political environment
  • Global financial systems

馃挕 Final Take

Right now, Iraq is in a pressure phase, not a breakthrough phase.

  • Best case: gradual strengthening over years
  • Most likely: slow, uneven progress
  • Risk case: setbacks if tensions rise

馃憠 The dinar’s future depends less on announcements…
and more on who actually controls money, weapons, and policy inside Iraq.

simple investor strategy (what to do / not do if you hold dinar) so you’re not just watching this—you’re positioned smartly.


馃捈 Iraqi Dinar Strategy (Realistic, Not Hype-Based)

馃 1. First Principle: Treat It as Speculation

This is not a traditional investment like stocks or real estate.

馃憠 The dinar is:

  • High uncertainty
  • Politically driven
  • Dependent on external control (U.S., global system)

Rule:
Only hold what you’re fully prepared to sit on long-term—or even lose.


馃挵 2. Position Sizing (Critical)

If you already hold dinar:

  • Keep it as a small percentage of your total assets
  • Do NOT go “all in” expecting a sudden RV

馃憠 A smart mindset:

  • “If it works, great upside”
  • “If it doesn’t, my financial life is still intact”

⏳ 3. Time Horizon Reality

Based on current conditions:

  • ❌ Short-term (0–1 year): very low probability of meaningful RV
  • ⚖️ Medium-term (2–5 years): possible gradual improvement
  • ✅ Long-term (5+ years): depends on deep structural change

馃憠 Patience is required—but so is realism.


馃毃 4. Red Flags to Avoid

Be careful with:

  • “Insider intel” or “it’s done, just waiting announcement”
  • Gurus promising exact dates/rates
  • Claims of secret backroom revaluation already completed

馃憠 If it sounds certain and urgent—it’s usually unreliable.


馃搳 5. What You Should Actually Watch

Focus on hard signals, not rumors:

  • 馃嚭馃嚫 U.S. easing dollar restrictions
  • 馃彟 Strong Central Bank actions (compliance, transparency)
  • 馃搲 Narrowing gap between official and street exchange rates
  • 馃敨 Real reduction in militia power
  • 馃實 Increase in foreign investment and banking integration

馃憠 These are the early indicators of real change.


馃攧 6. Smart Diversification

Don’t rely on one outcome.

Balance your exposure with:

  • Stable assets (cash, savings)
  • Growth assets (stocks, business, skills)
  • Optional speculative plays (like dinar)

馃憠 The goal: you win regardless of what the dinar does.


馃З 7. Exit Mindset (Most People Ignore This)

If the dinar does improve:

  • It will likely be gradual—not a single event
  • There may be windows to exchange or benefit

馃憠 Plan ahead:

  • At what point would you sell?
  • Are you waiting for “life-changing” or taking strategic gains?

馃挕 Bottom Line Strategy

  • Hold dinar = speculative long-term bet
  • Don’t depend on it = financial safety
  • Watch real indicators = informed decisions
  • Ignore hype = protect your money

The Securities Commission grants the first license to a foreign brokerage firm to operate in Iraq

   The Securities Commission grants the first license to a foreign brokerage firm to operate in Iraq On Sunday, the Securities Authority ann...