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Iran Super Thread- Merged

Worthwhile read comparing "war of destruction" vs "war of disruption." As some dead German guy said, "“The first, the supreme, the most far-reaching act of judgment that the statesman and commander have to make is to establish by that test the kind of war on which they are embarking; neither mistaking it for, nor trying to turn it into, something that is alien to its nature.”

 
Now there's talk of moving CENTCOM out of Bahrain, Kuwait and Saudi Arabia and move to Israel.


dance party GIF
 
Almost missed this.

Global supply chains for phosphate fertilizer and fertilizer inputs, including imports of such products into the United States, have been disrupted in recent months by, among other things, conflicts in fertilizer-producing regions as well as trade actions taken by major fertilizer-producing countries.

Goodness, which 2 things could they be possibly be referring to? One might even be related to this very thread, and possibly another.

 
Xi Jinping is probably warming up a team to swoop in on this opportunity. although, I don’t think the US is ready to pull out since Donald has a lot of personal deals there.

Those deals are toast the minute he leaves office. I wonder what the exit plan is for the Trump family there.

The US failed to deliver for the Gulf allies. I can't even imagine the reckoning coming when Trump is in a less threatening position (ie out of office).
 
The Iranian played this well.
This puts NATO and Trump potentially at odds during the NATO Summit. Trump can try and ‘ask’ NATO to get involved now and when the don’t, Trump will lose it. A win for Russia, a win for China and of course a win for Iran.
 
The “ceasefire” is apparently over.
He essentially said that he personally is no longer even remotely interested in the situation that he created, and seems willing to walk away from it all.

Perhaps that means the overt and corrupt market manipulation may start to tail off......

just kidding!
 
Iran bet on the US losing resolve. They're finding out now you don't mess with oil transit.
 
Iran bet on the US losing resolve. They're finding out now you don't mess with oil transit.
Yes, but that bet was reciprocal. The U.S. thought they could force Iran into status quo ante, and it appears that’s not the case.

Iran had to know they would face further infrastructure hits and decided to strike anyway. I suspect their bets are at least in part predicated to the U.S. political calendar.

Give it a few more days of this and see what the oil markets are doing… Remmeber that when we see spot prices theyMre normally for Texas or North Sea oil deliveries one to two months hence; they’re therefore a bit of a ‘smoother’ bet on what oil will cost some time in the future; they therefore leave some room for relatively brief blips and are a reflection of mid term sentiment rather than what’s going on today. So, they’ll reflect how the market assesses the risk that this drags on intermittently or continuously.

Iran got some 50 million barrels of oil out (the majority to China), and probably pocketed a couple billion bucks, giving it a modest amount of breathing room. Volumes from the Gulf still haven’t come close to pre war, and inventories and reserves have not replenished. It was more a pause in things getting worse than much chance for recovery. We could easily see the world oil situation rapidly resume worsening. Hopefully it doesn’t… But that’s Iran’s biggest leverage and they know it.

So, maybe this settles over the weekend, or maybe we’re right back into it. Lots of U.S. aircraft went home, but that can be reversed quickly.
 
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