The advisor to the Speaker of the Iranian Parliament stated that Iran will not reach an agreement with the United States before the end of Trump's term. Financial markets need to reprice to adapt to the expectation that the war will continue until January 2029, and the oil and refined oil market curve will reflect higher and longer prices. Gulf countries will develop alternative solutions to avoid the Strait of Hormuz or reach an agreement with Iran. Iran may prevent the outflow of oil and refined products to exert regional influence. If the United States cannot protect the interests of its allies, its geopolitical credibility will be damaged, and countries may bypass the United States to establish new alliances. The US Iran standoff may increase geopolitical risks related to Russia. The flow of petrodollars will become unstable and flow towards diversified alternative solutions.