Posted by decimalenough 15 hours ago
This war seems more than likely to drive up oil prices not only in the near term, but in the medium and long terms too! In addition, petroleum usage seems likely to become dependant on sucking Iran's proverbial dick, a notion that very few people in The West will find palatable.
Optimistically then, perhaps this will finally light a fire under everyone's asses to switch to renewable energy sources! Wether it's wind, solar or hydro, a underappreciated property of renewable energy is the energy sovereignty they provide. Once deployed, international trade can stop completely, and you'll still have electricity to heat your homes, cook your food, and drive your car.
No more being dependant on dubious regimes like Iran for your day-to-day.
Admittedly this is true for coal, too, but I think we've already established that it cannot economically compete, so that should play out in favour of renewables in the long run.
And that's just energy. What about pharmaceuticals? Financial markets? Who protects your shipping lanes? Who builds your semiconductors? Where do those factories get their energy from?
I support the diversity of energy sources because they all have strengths and weaknesses. We've got to figure out climate change. But we also can't have, even if you want to somehow "move off of oil" a single country run by lunatics who can decide whenever they don't get their way that they get to seize 20% of the global oil supply. We can't have China dominating rare earth processing either. For some others it may be a reliance on American military technology.
If your sovereign territory happens to support them geographically. This is true for many, but not all countries.
Also, without large storage capacity, you might end up being self-sufficient during sunny, windy days, but find yourself very dependent on your neighbor countries for imports on overcast days or at night without wind.
The combination of all of this is especially unfortunate for hydro, where you're pretty much fully dependent on the geography you've been handed.
So I'd say the self-sufficiency story of renewables doesn't fully hold. They benefit from regional cooperation and trade just as much as fossil fuels, if not more. (In my view, that's not really a counterargument, but it does raise the importance of having a well-integrated, cross-border grid even more.)
Similarly, if a country can use 80% less oil or imported fuel than they would have without renewable energy, I think they're pretty self-sufficient. They don't have to be isolated from trade, it's okay to import some things and export others. Energy sources can be one of those things. But if they rely on energy imports, then when something disrupts their supply then they are in trouble. However if they get 80% of their energy from renewable sources, then they have significantly less of a problem.
If you’re 95% self sufficient it will stay at headlines in the local press.
Going for the worst possible option, only because the better options are not 100% perfect, is to be considered irrational behaviour.
I expect that batteries will eventually solve the day-night cycle for solar, but for seasonal storage, natural gas is much easier to store, so this still looks to me like a mix of energy technologies, with renewables getting a larger share.
I'm fulling expecting someone will reply to me and say that making plastic wastes 75% of the oil or something during production, and that it's just as wasteful amortized across the lifespan of a wind turbine. I'm tired, man.
In the fantasy imagination of some people, they really think you can take out some military targets of another country and then the oppressed masses will magically revolt, as they completely ignore the failed revolution just a month prior. Surround yourself with enough of these people while excluding and firing those who don't and this is what you get.
Normally this would have been the end of it, lessons would be learned, and strategic directions adjusted. Instead the game was reset and the Iranian side was handicapped to prevent them from doing various things, effectively imposing a scripted result. This led to the US winning by an overwhelming margin and somehow the results of this rigged game were used to align strategic initiatives moving forward.
In modern times we increasingly seem to have entered into an era where people are willing to believe what they want to believe, rather than what they know to be true. And while it's easy to mock politicians and the military for this, this is also a mainstay of contemporary political discourse among regular people, including those who fancy themselves as well educated, on a variety of controversial issues.
I don't know what started this trend, but it should die. At least in terms of war it's self correcting. The US can't handle many more botched invasions or interventions, and I suspect we're already beyond the point of no return in terms of consequences of these errors.
[1] - https://en.wikipedia.org/wiki/Millennium_Challenge_2002
> Normally this would have been the end of it, lessons would be learned, and strategic directions adjusted. Instead the game was reset and the Iranian side was handicapped to prevent them from doing various things, effectively imposing a scripted result. This led to the US winning by an overwhelming margin and somehow the results of this rigged game were used to align strategic initiatives moving forward.
Wargames aren't like laser tag matches where one side wins and then it's over, the point of them is to be a training exercise. It's supposed to be closer to D&D than anything, where the person playing the opposing forces plays a similar role to the DM. If you look at interviews from other MC2002 participants, essentially what happened was that the Navy wanted to practice for an amphibious landing. Due to how they moved their ships, the computer running the simulation thought that the entire naval fleet had been instantly teleported right next to a massive armada of small boats that Van Riper had set up. In real life, Van Riper's fleet could not have held the missiles that he had told the computer they were carrying and firing at point blank range at the Navy. The simulator that ran the US naval ships' defenses was also not functioning due to the engagement happening in an unexpected area, so it was turned off. Van Riper was able to sink the ships and defeat the navy within the bounds of the simulation, but not in a way that could have happened in real life.
This is basically like if I found an obscure sequence of chess moves that caused the Lichess server to crash and declare me the winner, then used it to beat a bunch of grandmasters, then went on a media tour saying that this proves that there's some massive flaw with how chess strategy is being taught.
Gen. Van Riper's tactics were apparently discredited in 2002 because they were unfair, but Iran seems not to have received the memo since their moves bear more than a passing resemblance to his.
But the US seems to be committed on repeating the Russian experience.
This is not what Wikipedia's summary describes. Now, maybe Wikipedia has the wrong summary, but according to it the challenge wasn't "discredited". By that point the exercise was over, but 13 more days were budgeted for, so the analysts requested their forces to be resurrected so they could play out the rest of the days, with artificial restrictions so that the rest of the challenge was effectively scripted and left no room for the OPFOR to try novel tactics.
One of the generals (of the blue team) is quoted as saying: "You kill me in the first day and I sit there for the next 13 days doing nothing, or you put me back to life and you get 13 more days' worth of experiment out of me. Which is a better way to do it?"
Also:
> The postmortem JFCOM report on MC02 would say "As the exercise progressed, the OPFOR free-play was eventually constrained to the point where the end state was scripted. This scripting ensured a blue team operational victory and established conditions in the exercise for transition operations."
Wikipedia has a lot wrong...
Of course this means learning the lesson of how the first defeat happened. You reset so that you can learn more lessons. If they ignored the lesson of the first defeat, that's stupid. But the reset itself makes sense.
Are you saying that Iran is capably fighting and killing US personnel, aircraft, and invading infantry?
I am a little confused about the universe you live in. The IRGC and Basij effectively do not have a chain of command and are effectively moving and acting by momentum, essentially no different than a dead man walking.
Do you know the names of any alive people in the IRGC chain of command? Have you seen videos or evidence of IRGC doing anything to harm US forces other than lob some stuff and hope it hits? Where are the Islamic Iranian armies and navies you imply to exist?
This was by design via the mosaic defense tactic.
They know the US prides itself on decapitation strikes, "taking out the leader of x" was a monthly headline during our time in Iraq, Afghanistan, and during the events of ISIS/syrian civil war. It's how the special forces operated, taking out a "leader", collecting all the names they could find in their possession, and taking those guys out. In the later days of Afghanistan, they stopped even trying to find out who the names were. If you were some mid-level Taliban member's dentist, you'd be fair game.
So Iran built a defense for that, a military that does not need a central command to continue fighting. They have their orders and they'll continue to carry them out. Completely bypass the benefits of highly accurate munitions, cyber intelligence, etc.
That's the same reason the first round of the Millennium challenge won outright. The red-team leadership knew to not expect last year's war today, and used their brains to exploit the weaknesses of a highly mechanized and sophisticated military.
Iran isn't "randomly lobbing" stuff. They are accurately hitting many targets in Israel, the Gulf States and US bases across the region. Including destroying many high value radar and early warning systems and forcing the complete evacuation of US bases.
The US has turned into a Wall-e society just getting off on entertainment and bored with civilized, thoughtful politicians. This is the end result of TOO MUCH prosperity for the average American.
They haven't experienced true hardship in generations and we (the rest of the world) is paying the price of their hubris.
https://www.onthewing.org/user/Bonhoeffer%20-%20Theory%20of%...
>Israel could force the United States into a war with Iran at any time.
>It should go without saying that creating the conditions where the sometimes unpredictable junior partner in a security relationship can unilaterally bring the senior partner into a major conflict is an enormous strategic error, precisely because it means you end up in a war when it is in the junior partner’s interests to do so even if it is not in the senior partner’s interests to do so.
This situation is not just because we elected a clown, these people donated hundreds of millions to Trump's campaign (Miriam Adelson, Sheldon Adelson, Larry Elison, etc). The same lobby (the Israel lobby) has contributed hundreds of millions more to almost every US senator, to the point that both political parties are pretty much aligned when it comes to serving Israel. There are plenty of politicians in the Democrat party who are quietly supporting this war because at the end of the day they've been bought by the same lobby.
Kamala (the alternative candidate in the 2024 election) has her own ties to Israel, and publicly said "all options are on the table" to prevent Iran from getting a nuclear weapon. Which means had she won the election she likely would have also invaded Iran.
It goes beyond just who we elected, it's huge sums of money flowing through our political system and effectively buying our politicians.
No president has ever been this fucking stupid.
And I'm not sure most of those realise how delusional they were, even now. They will probably rewire their memory to forget what they believed 3 weeks ago, compress the time they were wrong.
I initially thought the 'manufacturing consent' part of the war was botched, unlike Irak, but now to me it seems that people are much more susceptible to propaganda disguised as 'almost true' information on social media, and I am afraid I might be in the same boat.
A few more sceptical voices brought this up, and were told repeatedly that it didn't matter because the Kurds in Syria and Turkey are very different from those in Iraq & Iran.
And there's certainly something in that - but it ignored the clunkingly obvious point that, if America had been thinking at all strategically, a bit more support of Rojava and would have demonstrated to all Kurds that "looking west" would be rewarded.
It has to be hard for Americans to realise that their government has pissed so much of the world off so badly. I suspect we'll see further such errors in analysis and response before the new reality fully sinks in.
This resulted in the Turks moving in, massacring all the Kurds they could find, and a few thousand ISIS prisoners (including 60 'high value targets') escaping as the Kurds guarding them fled for their lives.
However Trump said this didn't pose any threat to the US because "They’re going to be escaping to Europe.”
https://www.brookings.edu/articles/trumps-syria-withdrawal-i...
And to make matters worse, Trump didn't even make an attempt to let them down gently - saying "the Kurds were paid tremendous amounts of money, were given oil and other things. So they were doing it for themselves more so than they were doing it for us"...
...and then, 4 weeks later, expected their Iraqi and Iranian cousins to ride to the USA's aid!
I must have missed those, but I would expect HN to be able to count. There really are not a lot of Kurds.
It is not hard, at all, for roughly 1/3 of Americans to understand this. Another 1/3 don't think it, or anything past their TikTok feed, matters. The last 1/3 thought Team America was a documentary.
Sorry, but I don't think they do understand.
America has managed to piss off Canada FFS. And lets be honest, you've got to work really hard to piss off the Canadians.
Frankly, Americans (former) allies have seen the American people VOTE for Trump. Twice. Even if Trump goes tomorrow, the (former) allies know what a significant proportion of the US people want in a leader, and so may be in store at the next election.
Having elected Donald Trump twice - atop all our other failings - is a giant screaming proclamation that the United States is unfit for, and undeserving of, continued existence as a state or government. The responsible thing to do is to hold a Constitutional Convention and dissolve the damned thing, and then the individual states can figure out how they ought to go forward from there. (I don't think current U.S. States are anything like perfect but they're what we have left once the United States government is gone.)
[0]https://www.politico.com/news/2025/02/21/cq-brown-trump-fire...
Why waste time convincing anybody of anything, when support for the war will just converge on the president's approval rating anyway?
(Tucker Carlson is weirdly intelligent and thoughtful in that interview in a way i did not expect, but Joe said the most eye opening stuff... I have a lot of respect for him)
The left, not liberals but actual antiwar/antizionist left has been warning about Zionism and the Iran war for decades, nothing Tucker is saying is new, it's just nobody ever listens to those voices they have no platform are completely ignored in liberal media which is exclusively Zionist and pro-war. So when Tucker talks about it it's the first time most people ever hear this stuff, that's what makes Tucker so dangerous he is a white supremacists with a large platform who reads the room and recognizes the historic unpopularity of Israel, who has built a viable independent media platform for himself. Tucker is what an intelligent fascist Trump 2.0 would look like make no mistake.
Good thing that that's not at all true. What you are referring to was an (intentional) mistranslation of a public comment by an Israeli minister, who said that Turkey was their greatest threat after Iran.
I hope Turkey works on getting nukes, it's their only way of survival from these freaks.
He says constantly that he is against blood guilt, the killing of innocents no matter their heritage, and even went so far as to say that he doesn't even necessarily think the large scale replacement of white people in their home countries is a bad thing. I don't know how you could consider that to be white supremacy.
Tell us more about this white replacement theory, do you agree with Tucker?
Mitch McConnell (adherent of the great replacement theory) accusing Joe Kent of anti semitism gave the accusation the same gravitas it would have if Strom Thurmond or the Grand wizard of the KKK did it.
i.e. it only serves to underscore the accuser's racism.
I suggest a significant cause is Trump's arrogance and only listening to the advice he wants to hear.
Total War involves an understanding and exploitation of high ground, rivers, and choke points. Like just about any war gamer, with a glance at the map of Iran one arrives at The Pentagons stated wisdom on the matter for decades. Geography says you invade all of it, or cede the straight.
We have this issue many paces in the world and people just don’t get it. North Korean nukes are a threat, but the unstoppable artillery barrage that would kill tens of millions in the first minutes of the war is The Issue. You can’t have snipers on a mountain ridge over your house and feel safe.
Dick Cheney and the Bush family spelled it out over and over. They like money and oil.
America is isolating itself in so many ways. You could rewrite that scene and reach the same conclusion.
I get that people like me have no pull because we're already designated losers, but it would be nice if y'all would just take our word for it.
It's after the ramp up in production of weapons used in the shooting war started.
The US could not participate in that because we had moved assets to south america to fuck with Venezuela. The war in Iran wasn't started until the USS Ford had been re-positioned back to the middle east.
If by that you mean Iranians in Iran chanting "better our a-hole than yours", I'm not so sure that's radicalization.
but what I did NOT expect, is how Iran regime would choose strategically suicidal options just to "feel good"
missile-rambo even on non-combatant countries? that'll trigger self-defense attacks...
$2M per voyage? woah... the stait-users don't have a choice, but "make an example out of" iran...
I mean, iran should have just shot israel with all its missiles (select and focus), and bring that "missle interception rate" down to 40%.
Now what did iran gain from shooting everyone? making more enemies, and showing your weaknesses (96% missile interception rate, even from UAE? wtf...)
don't get me wrong -- I'm not saying Trump was right on starting the war. I actually think what the fk was he thinking back then...
I'm just saying even if you're angry and desperate, there are wise choices and dumb choices
Raising the overall costs to the US and its allies is a pretty coherent theory of victory for Iran. Obviously they aren't going to win a conventional fight, but they might be able to inflict enough havoc on energy and commodity markets to the point that it really hurts the US and its allies economically; perhaps enough that they bail out of the war in order to stabilize the global economy.
Trump clearly wanted a quick easy win here and does not want to see massive inflation at home. Sure he personally doesn't give a shit about Americans but the rest of the politicians who enable him do and he's at risk of absolutely torching his own party for years if the war drags on and costs really get out of hand.
All the Iranian regime has to do to win is not lose for enough weeks. If the regime holds out Trump will have to either give up and try to pretend this disaster was a Great Victory, or he'll launch a ground invasion that will almost certainly turn into a quagmire. Bombing civilians makes a popular uprising much less likely, so the US is doing them quite a favor on that front.
1) Every authority figure is telling the Iranian people to stay inside and wait.
2) Revolutions don't happen overnight, the same way that businesses don't succeed overnight, even though from far away it might seem that way.
3) Official Israeli statements estimate it could take up to a year after the war is over for a successful overthrow, even if everything is going according to plan.
The truth is there's a lot of people who want this war to fail, because it will align with their political convictions and hopes.
At least Roman emperors got assassinated by their own bodyguards.
The implication is that, the US's military failures in the past have been caused by lefty bedwetters wringing their hands about casualties and restricting the military. More generally, caused by "woke" policies that are about political correctness instead of about military success.
I would bet at least $10 that the top people in the administration are baffled that they haven't won the war yet. They're saying, we did everything right. We got rid of the trans people in the military. We fired the worst women and black people in leadership roles. We put a real tough guy in charge of the military. We told our troops to stop worrying about rules of war and let them off their leash. So why is Iran still able to fight?
That's one of the problems with bigotry and toxic masculinity and that sort of thing. Not only does it lead you to harm people, but it also hurts your ability to actually get things done. Thinking that gay people are destroying society is bad if you're in a position to hurt gay people, but it's also bad if your job involves preventing the destruction of society, because it means that you're going to look at idiotic "solutions" to the problem. And because it's not coming from a place of rationality in the first place, you're not going to eventually say, wait a minute, this isn't working, maybe gay people aren't the problem. You're just going to keep pushing at it harder because you know it's right, and if it's not working then it's just because you haven't done it enough.
When dealing with the Middle East we keep underestimating the amount of hardship the people I these countries can endure or be forced to endure.
The article is in large parts about how that's not true. It makes the point that the very existence of the Iranian regime hinges on its opposition to the US, to capitulate would mean for the leaders to lose all support, be overthrown and likely die: so there's no level of suffering that it "can't take anymore". And similar in the US, the leadership cannot survive politically to a capitulation. Hence endless escalation on both sides.
Translation: "The victor is not victorious if the vanquished does not consider himself so”
Worth reflecting on this sentence. What is "reasonable" supposed to entail here?
ETA: "Become secular" is a wild demand from theocratic regime that wants to "Kill Amalek and Build the Third Temple".
Edit: Sometimes the only answer to the weaker side claiming that something is impossible is Vae Victis. I am sure that there are enough powerful people in Iran that wouldn't mind secular state if they are the one to lead it. It is not as if their kids are not wild partying in europe anyway.
TFA explains why this is impossible for Iran.
So there will always be a mild threat to the aircraft. We don't have the stockpiles of stand-off munitions to keep bombing them from afar, and I don't think we can keep losing an aircraft here and there.
Beside that, Iran keeps their missiles and drones in tunnels, so you can't really get at those with bombs either.
I just don't think a constant air campaign would end up being affective.
The response is as applicable now as it was then. Time will tell.
The most important aspect of the "toll" is that Iran prefers payment in yuan, not dollars.
If Iran succeeds in nationalizing the Straight and is successful in enforcing the toll, it represents a very serious threat to the dominance of the U.S. Dollar as the world's reserve currency for trading energy.
The straight is not physically closed by Iran. It's closed by insurance companies which asking a very high war risk insurance premiums. Even if you pay $2M it unlikely will reduce the cost of insurance. That's why very few ships are choosing this option (and some of them are shadow fleet tankers which probably have no insurance).
And why should them? It appears that the Iranian armed forces started acted quite autonomously, by design. They know that communications are not secure, so local commanders have a very high latitude in what actions they deem correct to take. If such a commander deems that asking and collecting $2 MM per vessel is a good idea, they'll do it. But if another commander thinks that sinking a passing vessel is what their standing orders are, they'll do it too, not being aware that the toll was paid. So, if you are the captain of such a vessel, what do you do? Do you complain to Iran for not holding their end of the bargain?
Remind me again, which country started this whole mess?
> what choice do the gulf nations, or even all the asian+european (strait users) nations have?
They can go "yeah, you know, the US has been less than reliable as an ally recently, what with absurd tariffs, saber rattling around greenland, belitteling NATO, etc., and they seem unwilling to change, so we're just gonna pay the piper, and get oil, and make arrangements with the Chinese (aka. the worlds most powerful industry), and if they US doesn't like it, that sounds like a them-problem..."
What's very likely not gonna happen, is other countries fighting the US's war for them. NATO already told trump no, other countries won't give different answers.
And anyone who wants to actually invade Iran...well, let's put it this way: Iran is 3-4 times the size of Afghanistan, with even more difficult terrain, and has a standing army of 600,000 men, with over 300,000 in reserve. They have an air force, are proficient in the manufacture of drones, have a working intelligence network. And they've had 4 decades to dig into defensive positions.
In short, it's not gonna happen.
what has already started, is already started -- I agree on Trump being dick, but does that make iran's "making new enemies" a wise move?
> NATO already told trump no, other countries won't give different answers.
of course it said no BEFORE IRAN started the $2M toll (and other countries don't like trump due to tariff-for-everyone)
if the current iran regime was strategically wise, iran should have fired everything it got to Israel, and make the missile interception rate down to 40%. That would have actually showed it's power.
now, with even UAE's missile interception rate of 96%, iran actually showed its missiles are nuisances, not some existential threat.
600,000 men and 300,000 in reserve -- well that would have mattered a lot in medieval wars... "they have an airforce" -- well do they actually have planes? "have a working intelligence network" -- hmm...
no you're way way way over-estimating iran
the only strategic move for iran was selecting one specific target (israel) and focusing all its might, not becoming a rambo
There is no downside on making the Gulf states enemies. Quite to the contrary: they might lobby the USA to end this madness. It's a serious damage to the importance of the USA in the region if it can't or doesn't want to open the strait again, either by force or by making a deal.
well, that's secondary thing right now
what's dumb is dumb
what's the least thing you should do when fighting a war? making more enemies.
even on moral side... if someone in walmart bullies you, and you bully back to your classmates, does that make you morally justified?
plus, if you showed your cards ("decades-old deterrence threats"), you're out of options
Iran is targeting direct US/Israeli interests, which includes military facilities, military personnel, and energy facilities with substantial US/Israeli partnerships. That latter part is particularly key here, and what pro-Israeli propaganda is anxious to suppress.
> plus, if you showed your cards ("decades-old deterrence threats"), you're out of options
Yes, it is a desperation move after undeterred US-Israeli terrorism and brazen violations of international law. But it's also working.
Whether your little black heart wishes concentration camps or you’re just hoping your paycheck goes a bit further, voting for a con man is a terrible idea.
"Oh he's just trolling", "it's a negotiation tactic, didn't you read his book?", "chill out, it's just a joke", "but what about OBAMA!?"
I mean, even before the $2M toll, if you're kuwait/UAE/saudi/etc, what choice do you have? form a coalition against iran
now.. with that $2M toll, iran just learnt it can just toll the ships...
so what choice do all those strait-using countries have? pay $2M or more, even after US leaves?
nope... they'll form a coalition against iran
it's highly unfortunate that trump started the war, but iran's way of things are just making more enemies -- it'll pay with regime change within few months
But the strait has two sides and Iran only controls one side. The UAE/Oman on the other side could equally threaten to attack Iranian ships unless Iran pays them a toll.
the strait-using countries are surely going to "make a lesson out of" iran exactly for that reason
They are also not neutral - they have been paying in to the US protection racket, and are discovering that their payments haven't bought much.
it's not just gulf states -- look at who are the customers of those gulf states are. the whole asia, europe, and america -- the whole world is their customer.
Even if it's "extremely hard", those countries have no choice but "make a lesson out of" iran -- just like what we did with pirates
why would those "customers of gulf" just leave iran? after US leaves, will iran regime suddenly become nice and stop forcing that $2M-per-voyage bill?
no, and even if iran regime promises "I'll never bill those ships", how could you trust on that promise? the only way to ensure free-ship-passing would be obliterating Iran as an example, even if US backs away.
> They are also not neutral - they have been paying in to the US protection racket
hmm so were they "helping" US bomb iran? "being neutral" means it didn't participate on attacking iran, not whether it paid or not.
2 Million a ship seems like a pretty cheap price to pay for the damage the us and Israel have inflicted on Iran - they cannot be made to pay it though, so I suppose the rest of us will have to (through marginally higher oil prices in the long term - much less than the spectacularly high oil prices the US war will cause in the short term)
Worth noting that at the time of invasion of Iraq they had about 25 million people per gemeni. They now have about 46 mil people per wikipedia. All else equal, we are comparing 25 mil to 93 mil and not half of 93 mil to 93 mil.
I also used this as an opportunity to reference the now archived[0] CIA Factbook[1] which does put the 2003 Iraq population at 25 million.
This review of the data & papers has some grim numbers, but nothing remotely that dramatic.
https://gh.bmj.com/content/6/2/e004166
https://www.europarl.europa.eu/meetdocs/2009_2014/documents/...
https://www.sciencedirect.com/science/article/pii/S277304922...
But of course, it depends who you ask. American institutions cannot be trusted, obviously.
Nothing in any of the links seems to support the assertion that “Even still today mothers in Baghdad lose half of their babies to deformities caused by the US' criminal use of depleted uranium”
I have no doubt that what happened, and is still happening, is tragic. I do doubt that statement.
This is too complacent for my liking. Every rusty trawler is a viable launch platform for Shahed type drones (operational range ~2500 km per Wikipedia). Nearly every US oil refinery and LNG terminal are on the coast. And then there are floating oil platforms (e.g.: https://en.wikipedia.org/wiki/Perdido_(oil_platform))
The article then says:
>One can never know how well prepared an enemy is for something.
And:
>And if I can reason this out, Iran – which has been planning for this exact thing for forty years certainly can.
I'll leave it here for y'all to ponder.
And where exactly are you planning to operate that trawler out of? Or are you going to send it across the Atlantic on its own (well, with a couple of tankers accompanying it, but never mind that) and hope no-one pays attention?
> operational range ~2500 km per Wikipedia
I think you either added an extra zero or were looking at the hyped prototypes rather than the models in actual use. The Shaheds have ranges in the hundreds of miles, not thousands.
I thought I was clear where I was looking - here, you may check for yourself: https://en.wikipedia.org/wiki/HESA_Shahed_136.
You presented the absolute maximum estimate as if it were the conventionally accepted value. That's incredibly misleading.
China operates fishing fleets all around the globe but Iran is not known for this so Iranian fishing vessel in western Atlantics will rise suspicions. An ordinary cargo vessel heading to the Central America on other hand may sail unnoticed.
It's a couple of hundred miles from the frontlines in Kharkiv, and the Russian border to the North is even closer.
The fuel tank is heavily segmented, so they are difficult to shoot down. When shot, they lose fuel but continue to the target. They get to the target with less fuel, but still get there. The HE them detonates the remaining fuel load.
A Shahid could do a 2500km mission, and arrive with a very small fuel load. That will be effective against targets that already have enough fuel to burn there, such as apartment buildings, petroleum energy infrastructure, office buildings, etc. Less so against places with little flammable material concentration such as hospitals, military installations (other than fuel and munitions depots), roads and runways, etc.
I think the furthest hits Ukraine has been able to achieve with drones were on a refinery about 1300km from Ukraine controlled land.
Now the US is not dependent on Middle Eastern Oil, but Japan, China and other countries are. So controlling the region will mean a lever of power over those regions.
The U.S. is dependent on oil and the oil market is global. Even if the U.S. is a net exporter of oil, Americans still pay increased prices for pretty much everything as a result and the economy suffers. The only way around this would be a scheme in which domestic oil producers are forced to sell to American refiners at pre-war prices, similar to the "National Energy Program" that was tried in Canada during the '80's. (Spoiler: It didn't turn out well.)
Yes, the U.S. is less likely to see its pumps run dry and U.S. oil companies are going to be very happy with the increased prices. However, unless it goes the NEP route, U.S. companies are going to export more oil creating shorter supply at home. Americans will pay the same high prices everyone else will be paying. As we're seeing now, the U.S. might actually see even higher price increases than countries like China.
If everyone had electric cars charging from solar then Iran's strait gambit would be much less effective.
First, observe the top 10 oil reserve countries:
1. Venezuela: ~303–304 billion barrels (mostly heavy crude) 2. Saudi Arabia: ~267 billion barrels 3. Iran: ~208–209 billion barrels 4. Canada: ~163–170 billion barrels (mostly oil sands) 5. Iraq: ~145–147 billion barrels 6. United Arab Emirates (UAE): ~111–113 billion barrels 7. Kuwait: ~101 billion barrels 8. Russia: ~80–110 billion barrels (estimates vary) 9. United States: ~40–70 billion barrels (reserves fluctuate with prices/technology) 10. Libya: ~48 billion barrels
China is the world's largest oil importer. Stats are hard, things get mislabeled due to sanctions, but somewhere between 15%-20% of China's oil is-or-was from Iran+Venezuela.
In my view, this partially explains the move in Iran, considering a 3-10 year strategic timeline.
"The entire region has exactly two strategic concerns of note: the Suez Canal (and connected Red Sea shipping system) and the oil production in the Persian Gulf and the shipping system used to export it. So long as these two arteries remained open the region does not matter very much to the United States."
On the other hand isn't this how the russian revolution happened? An economic crisis due to a prolonged war leading to a revolution? While i wouldn't bet money on it, it seems at least possible that something similar could happen to Iran.
It happened because Russian empire (and German empire) lacked state security apparatus adequate to the threat. It was fixed by most authoritarian states after that, so e.g. Soviet Union survived for 70 years despite many popular uprisings, which happened almost the whole time of its existence. It went down only when elites in Moscow destroyed it from within.
Fixed that for you.
My takeaway from the war in Ukraine is: it’s going to get worse and last longer than anyone ever imagined.
Can you elaborate a bit on what was unrealistic? (Maybe you have different posts or claims by him in mind?)
"If you are trying to follow the War in Ukraine, I strongly suggest watching the War on the Rocks podcasts for the times they bring in Michael Kofman."
I’ve been caught up in “guilt by association” here. Michael Kofman always struck me as a cheap propagandist. (but I should shut up now)
But I never saw him as a cheap propagandist. Not even an expensive one.
Despite his obvious allegiance, he regularly criticised UAs actions and never went for any of the hurrah-hurr-durr delusions you had anywhere else. During the siege of Bachmut he repeatedly and clearly said that UA has nothing to gain from holding out. I remember him openly critical of the sacking of the defence minister, candidly describing the problems in UAs recruitment, never hyped up drones, avoided predictions and after that first fiasco with Trump and Vance last year he did not hold back criticism towards Zelensky and not once can I remember him painting the Russians as morons. On the contrary, in one episode he dismisses any sort of essentialism and related chauvinism, this was when refuting the idea that broad parallels can be seen between Napoleonic and today's Russia.
