U.S. sanctions and pressure is forcing central banks around the world to stop using USD in transactions with Iran. Iran is now owed many billions by India, South Korea and China while they try to figure out an alternative form of currency to settle oil transactions in a manner that doesn't violate the sanctions. The law of unintended consequences may apply here in several ways. Gold may well fill a more important monetary role at the expense of the USD or the Iranian regime, which does not have popular support by the people or the clerics, may make more desperate choices as they become cornered. Soon everyone will be following the yellow brick road.