Let's be clear. The US and Israel are losing BADLY.

Iran controls the Strait of Hormuz

That strait controls 20% of the world's oil, 25% of the world's natural gas and 35% of the world's fertilizer (we are entering the planting season for like 70% of the world's arable land).

There are no feasible military options to reopen the strait. UNDERSTAND THAT. There are no feasible military options.

Western allies-Europe, Japan, S. Korea, Australia, India, Taiwan all rely heavily on oil from the gulf. Taiwan has enough oil for like 10 days of power left. Then their industries go black.

Who has oil? Russia.

We are pushing these nations towards Russia and China.

the Gulf state's relationship with the United States was based on our security guarantees. That is being shown to be a paper tiger. Now the gulf states have limited options for security, but they are likely to take serious body blows to their economies.

Make no mistake, Iran will be dictating terms to the US and Israel.

And that will be HUMILIATING.

And it all didn't have to happen

So, here is something I just learned

The IEA is tapping 400 million barrels of oil to help with the oil shock.

But, you see, apparently all of that oil just doesn't become available.

Oil should not be considered by volume but by rate. How much oil is flowing THROUGH the system.

Around 20 million barrels of oil travel through the strait of hormuz daily (before the war)

However, the strategic reserves can only be drawn down at a rate of around 2 million barrels per day so only 10% of the loss from the strait being blocked

I am sure that other options are available to raise the daily rate, but those are limited, because the countries with that flexibility are, wait for it,....gulf states

America, for example has no ability to increase capacity (rate of moving oil to market) currently, it would take years to build up the infrastructure.

So, this is a major disaster that simply cannot be fixed.

And every day this goes on compounds the problem, not linearly but exponentially.

For the idiots and ignorant like MSGT and BillJ that means every day isnt just worse than the day before but FAR worse than the day before and the day after that is not just worse than that day but FAR worse

And every day is like that

thanks magat scum

The coming food shock

35% of the world's fertilizer comes from the gulf

70% of the world's arable land is in the northern hemisphere

We are entering the planting season.

We have already disrupted the flow of fertilizer to the world

Farmers will have to a. reduce their planting, b. delay their planting or c. rely on less productive planting (i.e. plant without fertilizer)

Either way this will drastically reduce the food generated by the northern hemisphere.

The inflation caused between 2021 and 2023 was from 2 causes-supply chain interruptions due to Covid and reduced food availability due to Russia's invasion of bread basket country Ukraine.

This interruption in the fertilizer will cause a disruption to food growth that will make the Russian invasion of Ukraine look like nothing

Food prices are going to skyrocket this coming fall.

because the countries with that flexibility are, wait for it,....gulf states
Wait until Lewzer bombs the oil infrastructure on Kharg Island. You know he will. He won't be able to help himself.

#8 | Posted by REDIAL

And Iran will respond by hitting Israel's refineries in addition to the gulf states.

One fascinating outcome of this war could be the utter destruction of the wealthy oil countries. While extremely cash rich, what do they do when their primary money maker is gone? Certainly any other investments like data centers is gone already.

America spends a trillion dollars per year on defense.

We are running out of munitions 2 weeks into a war.

That is unfuckingbelievable!

And on top of that we don't have the production capacity to ramp up production.

And on top of THAT we don't have access to the minerals to build the high end munitions.

This is criminal neglect

He won't have to. At the rate we (Trump) is self-destructing, Taiwan will have no choice but to surrender to China.