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"An attack on Kharg Island, however, would provide the media impact Trump is looking for. There would be no threat of FPV drone strikes from the mainland due to the distance, and the island itself is small (21 sq km) with a relatively limited Iranian military presence. "
HOLLY FUCK Does the us actually believe that? The shortest range iranian fpv drone has a range of 40-50kms. It can be launched from the iranian shore and reach every part of the island.

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The world doesn't really care, this is because it's not really the customer who pays, it's the producer.

If oil is $100, Europe will buy from whoever is selling at $100. If Saudi wants to sell them oil, and Iran charges a $20 toll, Saudi has to sell at $80 or else their oil is uncompetitive.

Russia -> The only thing they're unhappy about is that oil isn't higher.

China -> Happy enough because Iran will let them pay in CNY, and then turn it around and use it to buy drone engines...

Everyone else? The UN? What does Iran need from anyone? The US and Israel can bomb Tehran to the stone age and there's nothing anyone can do about it. Iranians hiding in the mountains can destroy any ship they want in the Hormuz and there's nothing anyone can do about that either...
Running a toll is actually significantly better for the world than damaging oil infrastructure, because if they damage infra then oil supply is definitively reduced, and that reduction means oil price certainly goes up - which leads to the demand destruction you are referring to.

But a toll does not have that effect at all.

Saudi can pump profitably at $50/barrel. So even if none of this happened, Iran could have imposed a toll of $current_oil_price - 50, and that toll would be paid ENTIRELY by Saudi.

Why? Because offering to sell oil at above market doesn't work. Nobody buys it.

And if Saudi takes the hit, nobody loses except Saudi (and Wall Street)...
Honestly, if Iran runs a toll and then uses the money to buy weapons from China, China is BETTER off than they would be if there was no toll at all.

That's because some % of all the money they have to spend on oil is coming right back to them in purchase orders. And that % of what everyone else in the world spends on oil is as well....
Everything is subject to negotiation of course, but if Iran will just keep the toll money in Chinese banks, the Chinese will be PROUD to pay the full sticker price.

It's about establishing a discount on oil in the gulf, vs. oil on the high seas. The more that discount is, the more toll they can charge.
Honestly, the short term costs of destroying middle eastern oil production is heavily outweighed by the benefits of cutting of the supply of money to the arabic world for just about everyone involved, including the United States. Russia benefits, China has an angle, Iran benefits. Higher gas prices suck, but the USA is production independent at this point, and is now the worlds largest oil exporter, with Russia not far behind. If gas prices get too high stateside, export controls can effectively cap things at a certain point without upsetting the producers too much.

The biggest losers are London, UAE, Saudi Arabia, Israel, and a number of American vassals.

The Que Bono calculus here is strange, America's military prestige is taking a major hit, but this whole thing is hugely beneficial to it's industrial-mercantile interests. The oil industry gets a fat margin, the Military-Industrial complex gets a flood of new orders, the AI-Industrial complex gets new demand for spooling up new industrial capacity, and it's so much it's likely to offset the employment destruction that AI will set off.

Tactically, the Iran war is idiocy. Logistically, it's diverting important mercantile flows towards American, Russian, and Chinese producers.

From an American Oil baron's point of view, Iran's threat to cut off the Strait of Hormuz is a "don't throw me into that briar patch" moment. They have been having issues with profitability with oil at 50-60 for so long in the face of cost inflation.
> The biggest losers are London, UAE, Saudi Arabia, Israel, and a number of American vassals.

And Wall Street, and the tech bubble.

> America's military prestige is taking a major hit

This is probably the end of Pax Americana, which means the USD reserve system is probably also in a decline that will never turn around.
That's the weird thing, these are things that people of our bent really need to accomplish our objectives, but it's also pissing us off something terrible at the same time.

The USD system is not ours, nor for our (long term/overall) benefit, so seeing it decline is a short term pain/long term gain situation. Wall Street IS the tech bubble, and it's not a bubble yet. I do think Judge is right on this one, we are in another industrial revolution phase change, and the ground is shifting again. That presents opportunity to make new fortunes, and end-run around jewish gatekeeping. It's to our benefit that Wall Street does well with AI, and that we ride that wave to a position of productive capability. That's my current strategy, anyway.
Iran was already giving China a sweetheart deal. As to what can be done about it - at this point, lots of things.

It's obvious that the US can level every inch of Iran's oil production, and they can certainly damage the rest of the persian gulf's oil.

If people believe that Iran is going to do that anyway, they'll end up blaming Iran for a retaliation they do against the US if the US attacks first, which ultimately wouldn't be a good situation for them.

We don't know if it can end it completely, that depends on a lot of factors. Since the intercepts of the Iranian attacks has been not 100, what they have left versus the amount of targets they have matters a lot in terms of that calculation.

Russia is rearming them daily from the Caspian sea with chink stuff. Iran has replanished most of the drones it has used through that route alone (hence the kikes attempting strikes in the Caspian see). Chinks are making drones for them like they're funko pops. They're not running out. Ever. And just the money iran made until it closed tbe straits alongside what Russia made can pay for hundreds of thousands of drones.

Yeah, on Zerohedge some retarded article talked about kikes targeting the "smuggling" route between Russia and Iran at the Caspian.

It's two sovereign nations trading, that's not "smuggling". Of course weapon deliveries to the ukraine are not "smuggling", that's "aid". I hate these word-twisting assholes.
I don't think it's clear at all that this is actually bad strategy. Just like the US, these countries are all made up of a bunch of different demographics. So when the Saudi government says something, it means about as much to the average Saudi as it means to you when Trump says something.

Iran's goal is to cause revolutions in the GCC countries because the royal families are not super well liked by the normal people there...

We don't really know if this is gonna work out for them, but we also don't know that it won't...
that's a nice idea and all, but I don't think it's well thought out.

I don't think this is a "make a god bleed" scenario because the US was bloodied pretty substantially in Iraq and they didn't leave for a fucking forever, which works against "just do this one rash thing and you'll immediately win"
indeed, they are certainly willing to use Iran as a proxy, at worst just to get a free test of their equiment.

But just like people get mad about the US being a bad ally, Iran also might need to be careful assuming that support is infinite.
>you're assuming that they will have to make no choices between ukraine and iran.

That is wildly theoretical. The trends are currently going in the opposite direction.

China will also support Iran. Possibly even Turkey if for no other reason because they don't want to be next.
Fighting Ukraine is a cost for Russia, they're doing it because they're hoping for future benefit... But supporting Iran is basically a profit venture.

They send some weapons, and maybe Iran even pays for them since they have toll booth cash... And out of this, they get three things:
1. Oil price goes up, so they're making bank selling oil
2. US expending resources in Iran so they can't give them to Ukraine
3. Nobody is paying any attention to Ukraine, so Russia can just bomb the crap out of them without making any news - and no news means no will to provide support
yes, and they're talking about buying greek islands and all kinds of dumb shit.

The thing to note is that just because they have insane plans it doesn't mean they work out.

The *critical* problem is that we already were bought into the Iran bullshit which none of these fucking gay boomer politicians will back away from.

Any fomenting they have done anywhere else, like Syria has been met with extremely limited support from the government and nothing at all from people. Turkey is going to be worse, and they're already in NATO to boot.
IMO, taking out gulf state infrastructure in a retaliatory move will be blamed on the US, not Iran, by most of the world.
Boomers, and what‘s left of MAGA, will be up in arms but the rest of the world will laugh at them.
When a global depression hits as a result, no one will be laughing, but most of the world will still blame the US.

The US may serve up an even better opportunity with a ground invasion.
Make just one of the gulf states uninhabitable, especially if they hit desalination.
Send the message, make everyone flee that country (no power, no water) and leave it for dead.
But the rest of the rest of the region infrastructure remains intact (for now).