War with Iran

xmontrealer

(he/him/it)
May 23, 2005
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Gee willikers. I wonder what Iran's response would now be to neighbouring Arab/Muslim countries if Iran actually did have tactical or bigger nukes, never mind Israel?
 

Shaquille Oatmeal

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Jun 2, 2023
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Gee willikers. I wonder what Iran's response would now be to neighbouring Arab/Muslim countries if Iran actually did have tactical or bigger nukes, never mind Israel?
If they did have nukes, this war would have never started and there would be peace in the region.
This is why they need nukes.
As do other nations.
Nuclear haves, and have nots, cause war where the haves bully the have nots.
Nuclear proliferation, creates peace, through mutually assured destruction.
Example: North Korea.
 
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mandrill

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Goldman Sachs confirms Hormuz oil flows have collapsed from 19.5 million barrels per day to 0.5 million. Net disruption after pipeline rerouting: 17.2 million barrels per day offline.

Two independent vessel trackers recorded zero oil tankers crossing the Strait on 12 March. The largest energy chokepoint on Earth is not closed by a navy. It is closed by a spreadsheet. Seven major P&I clubs cancelled war-risk coverage for the Persian Gulf effective 5th March under Solvency II protocols. Premiums for remaining voyage cover surged 300 to 1,000%, reaching 1% of hull value: $2 to $3 million per VLCC on a seven-day renewable basis.

The $20 billion DFC reinsurance facility backed by Chubb has limited uptake because it excludes full P&I liability. Lloyd’s still offers single-voyage cover. Nobody is buying because the premium assumes the mines, and the mines are on the seabed.

The Strait is open. The insurance is not. And without insurance, no vessel moves.

While 19 million barrels per day sit stranded on either side of the chokepoint, one category of vessel continues transiting: Chinese shadow fleet tankers carrying Iranian crude settled in yuan through CIPS. Kpler confirms 11.7 to 16.5 million barrels have reached China since 28 February. These tankers do not carry Western insurance. They do not need Western insurance.

They operate under Chinese state-backed coverage, Iranian IRGC safe passage, and yuan settlement through a payment system that processed $24.5 trillion in 2025 at 43% year-on-year growth. The only oil moving through Hormuz is oil that does not touch the dollar. This is the moment the petrodollar system was designed to prevent. In 1974, Saudi Arabia agreed to price oil exclusively in dollars in exchange for American military protection. That agreement created a world where every barrel required dollars, every central bank held dollar reserves because energy demanded them, and American financial hegemony rested on the simple proposition that oil equals dollars.

For fifty-two years, the equation held. The 2026 war is breaking it not through policy but through physics: the insurance architecture that enabled dollar-denominated oil transit has collapsed, and the only transit still functioning operates in yuan. The dollar’s share of global reserves has fallen from 71% in 2000 to 59% today. Yuan global payments remain at 2.89%. No single event kills the petrodollar. But the Goldman data reveals what the contrarians miss: the war has created a live demonstration of a post-dollar energy system operating at scale.

Chinese tankers transit. Yuan settles. CIPS clears. Iranian oil reaches Chinese refineries at $9 to $12 below Brent while Western buyers pay $96.72. The system works. It is working now. And every day the Strait remains closed to dollar shipping is another day the alternative proves it does not need the original.

President Trump’s multinational warship call is the response: send navies, reopen the Strait, restore dollar-denominated traffic, and kill the yuan alternative before it scales. If the coalition succeeds, dollar pricing survives. If it fails or fragments, the war that was launched to destroy Iran’s nuclear programme will have accidentally created the conditions for the multipolar energy order the dollar was designed to prevent.

The IEA has released 400 million barrels of strategic reserves, the largest coordinated draw in history. It covers 23 days of the 17.2 million barrel daily shortfall. The war is sixteen days old. The reserves are finite. The insurance cancellations are not. Nineteen million barrels per day reduced to half a million. Zero tankers on 12th March. Yuan tankers the only vessels moving. And the fifty-two-year-old system that priced every barrel in dollars is watching its replacement operate in real time through the waterway it can no longer transit.

Full analysis here - https://open.substack.com/pub/shanakaans
 
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Frankfooter

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Apr 10, 2015
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In retrospect, Trumps constant criticism of EU and of Nato appears to be the beginning of an off ramp so that U.S. can
support Israel if/when they start to go after Turkey. At that point, U.S. may initiate a decoupling from Nato and will be able to support Israel's
expansion without any diplomatic conflict of interest.
trump just showed that america's military is out of date.
Their aircraft carriers have had to flee, most fighters can barely make it to Iran and only the B2's can get close enough to bomb or fire missiles.

The states lost all their bases in the region and now their only ally is Israel.
I don't think Turkey is worried anymore.



Meanwhile Israel's attack on Pars and Iran's response has taken about 50% of LNG offline for possibly years.
Oil will be offline for months.
Standby for a massive recession/depression

 

mellowjello

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Jan 11, 2017
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trump just showed that america's military is out of date.
Their aircraft carriers have had to flee, most fighters can barely make it to Iran and only the B2's can get close enough to bomb or fire missiles.

The states lost all their bases in the region and now their only ally is Israel.
I don't think Turkey is worried anymore.



Meanwhile Israel's attack on Pars and Iran's response has taken about 50% of LNG offline for possibly years.
Oil will be offline for months.
Standby for a massive recession/depression

I don't believe that.
I don't think anyone's close to playing their full hand yet.
Nothing is ever as it appears, I hope I'm wrong but I'm just waiting for something big to happen.

I think they're dragging it out to provide cover for Israel to decimate whatever's left of Gaza and the West Bank, now Lebanon, and next Syria.
Israel doesn't seem worried, they're carrying out mass destruction and nobody is stopping them.
Nobody's paying attention to this, I mean any serious attention, it all gets blown over as if it's just a footnote in the war.
 
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mellowjello

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Jan 11, 2017
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I also don't buy into these posters on X, everybody pretends to know who's thinking what, what's discussed behind closed doors, who's afraid, angry,
As if they're talking about the keystone cops.
It's all smoke and mirrors, distraction, to keep everybody confused and chasing information every which way.
Most of these guys are just influencers on the payroll.
 

Shaquille Oatmeal

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Jun 2, 2023
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I don't believe that.
I don't think anyone's close to playing their full hand yet.
Nothing is ever as it appears, I hope I'm wrong but I'm just waiting for something big to happen.
It is all out war. There are not a lot of surprise conclusions to be made.
We know what Israel and the US want.
What is uncertain is to what lengths they are willing to go to in order to get what they want.
The escalation ladder's final level, are nukes.
Will they use them, after accusing Iran of developing nukes? What kind of backlash will that result in?
What about the fallout in surrounding countries including Israel?
I don't think it will come to that, but if Iran does not fall, then how are they going to end this war and save face?
We also cannot ignore the other GCC nations. Who will they side with in the long term?
 
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Butler1000

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Oct 31, 2011
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It is all out war. There are not a lot of surprise conclusions to be made.
We know what Israel and the US want.
What is uncertain is to what lengths they are willing to go to in order to get what they want.
The escalation ladder's final level, are nukes.
Will they use them, after accusing Iran of developing nukes? What kind of backlash will that result in?
What about the fallout in surrounding countries including Israel?
I don't think it will come to that, but if Iran does not fall, then how are they going to end this war and save face?
We also cannot ignore the other GCC nations. Who will they side with in the long term?
I am wondering if the USA wants the destruction of the oil production now. A very large play to destabilize the region, harm the east, raise oil prices, and create chaos.
 

Shaquille Oatmeal

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Jun 2, 2023
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I am wondering if the USA wants the destruction of the oil production now. A very large play to destabilize the region, harm the east, raise oil prices, and create chaos.
That would likely cause a severe collapse of the petrodollar, and cause massive inflation and possible recession. Think $8 to $10 a gallon lol.
I'd reckon that would be political suicide.
 
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Dragon77

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Jun 30, 2023
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I also don't buy into these posters on X, everybody pretends to know who's thinking what, what's discussed behind closed doors, who's afraid, angry,
As if they're talking about the keystone cops.
It's all smoke and mirrors, distraction, to keep everybody confused and chasing information every which way.
Most of these guys are just influencers on the payroll.
Is it all smoke and mirrors if former inside men step down and reveal the opposite of what main stream media outlets have been saying last 3 weeks?

I guess CNN, FOX and ABC are all more reliable than these "influencers" on payroll.

 
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Butler1000

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Oct 31, 2011
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That would likely cause a severe collapse of the petrodollar, and cause massive inflation and possible recession. Think $8 to $10 a gallon lol.
I'd reckon that would be political suicide.
Except Jared and the family have been raking it in, billions just on the public side. And Jared is a true believer in the greater israeli project.

One thing I learned is just because something doesn't make sense to me doesn't mean it doesn't make sense yo the person doing it.
 

nottyboi

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May 14, 2008
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Is it all smoke and mirrors if former inside men step down and reveal the opposite of what main stream media outlets have been saying last 3 weeks?

I guess CNN, FOX and ABC are all more reliable than these "influencers" on payroll.

the good old true and tried WMD with a helping of racism to get the masses ginned up for a pointless war that makes them poorer.
 
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