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A bit tangential: it’s narratives like this which can create sudden crashes on the stock market.

Speculation at some point meets reality. This is when market crashes.

So, your proof is that some dire predictions in the past, about other things, by other people, were sometimes true?

I am not even predicting something.

The global oil & gas supply has been disrupted and cannot recover overnight as actual infrastructure is gone.

Someone will need to reduce consumption.

These are just facts and physics of supply & demand.

We can always debate on who will get hit more or what resources will be affected more.


The problem is your simply extrapolating not taking into account counter measures in whatever form.

I don’t blame you. It’s almost impossible to predict how this will play out.


What instructions were you given?

If it’s similar to what I read: various stretching exercises, couple with creams to soften the tissue

If the price of the blockade is as high as you outline, the price to secure the strait military might look comparatively lower.

And, looking at the scenario you’re describing, it could be the most sane thing to do at this point.


It is asymmetrical warfare. A hundred plus ships went through the straight daily. Attackers only need to occasionally damage a ship to make the crossing look deeply unappealing. No military intervention can promise 100% defense to passing vessels.

Whatever Iran wants is the cheapest course to resolution.

We could achieve "peace for our time"... https://en.wikipedia.org/wiki/Peace_for_our_time

If you don't like making those kinds bargains in the future, maybe next time don't upset the status quo[1] by starting a war that you then go on to lose[2], which forces you to bargain from a position of weakness.

Everyone in the DoD with triple-digit IQ knew that this would be the most likely outcome of starting a war with Iran, but all of those people got purged by Trump last year.

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[1] The status quo was that Iran was not in control of the strait, and all shipping traffic could pass through it.

[2] Iran has so far accomplished it's objectives in the war, the US and Israel did not. It didn't get regime-changed, and its in now in control of the strait.


All peace is transient, the question is for how long per unit of investment of blood, treasure, and time. Invest efficiently.

As the value of the oil goes up it becomes worth it to risk the ship. Even if you're paying to insure it there's an equilibrium point between odds and value.

Obviously 50-50 doesn't pencil out at $100 or even $200 a barrel. But 1:50 might at $2xx. IDK I'm not a shipping expert.


Technically true, but ship + cargo are going to be worth over a billion dollars. Any ship carrying petroleum products is going up be a juicy target for the Iranians looking to flex their muscles.

Someone could say the risk is financially worth it, but you are not going to have many takers. Also might find few crew who want to sign onto your vessels.


> becomes worth it to risk the ship

There are a lot of human beings on those ships. It strikes me as awful that their lives would be risked under these circumstances, and that happening wouldn't really be a proper solution to the overarching problem. It would be something of a tragedy if things got so severe that the risk was assumed worthwhile and presumably, people on board were exposed to it outside of their will or control. I suspect many of them don't have a lot of options.


People kept sailing past the Houthis even though some ships got attacked. They sailed past Somali pirates too. So ships obviously tolerate some level of risk from violence.

Yeah, Ansar Allah were quite nice even when attacking the civilian ships. Not a lot of victims.

Iran is not very nice to the ships, judging from videos and results of attacks.

There's a very noticeable difference. There are no parties, music videos, ship tours to abducted ships... with Iran, etc.

With Iran, the ships end up like this https://t.me/QudsNen/216170 or this https://t.me/presstv/179430


100 people will die on American roads today, and another tomorrow. Most of them die because they commute to work because a lower paying job closer, or a smaller dwelling near their job, isn't that appealing. Another portion will die because driving aggressively and fast seemed fun. Another portion will die because they like alcohol more than safety.

Yes, but I don't think we should accept these deaths either, and I see them as worth preventing and avoiding as well.

I also see false equivalence here in that the risk of death doesn't seem fungible. You're taking an aggregate death toll distributed across hundreds of millions of people, involving totally different voluntariness and causal structures.


Thank you for your service. I mean it.

I wonder what's the EROI on building a tanker with 2% chance of being hit each time. They hold a lot fuel, but making them can't be light on energy.

The problem is that Iran can defend the strait against the world's most advanced military with drones built with commercial hardware for 30-50K per drone. And that doesn't even take into account escalation, as if the US escalates then Iran will likely start targeting critical infrastructure in the region, making the crisis worse.

The US and Israel are rapidly running out of munitions, while Iran is being resupplied by Russia (https://www.ft.com/content/d5d7291b-8a53-42cd-b10a-4e02fbcf9...) which is much more tooled out for munition production compared to NATO. The US also relies on both rare earths and Chinese supply chain for a lot of its munitions (which it is running low on).

IMO the best option is for Trump to TACO, take the major L, and cede Iran its demands, but this would partially mean an alignment shift from Israel which still feels unthinkable based on the US political realities.


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So let's just fully descend to barbarism too, because petrol is a touch on the pricey side and I wanted to go on vacation to Spain this year.

https://en.wikipedia.org/wiki/A_Modest_Proposal


> the price to secure the straight military might look comparatively lower.

The price to secure the straight militarily is a full ground invasion of Iran.

This would be done against a country four times bigger (in population and size) than Iraq, with the kind of terrain that makes Afghanistan look easily accessible, done without the help of a coalition of fools, because this isn't 2003, and nobody in Europe is very eager to send their kids to die for a war that Trump's ego started. His 2025 attempts to 'ingrate' himself with Europe are paying dividends now.

Also, if you think the war is unpopular now (nobody but the 40% of the country that's MAGA-brained supports it - and those guys will support anything), imagine what the popularity would be like with a full mobilization and invasion.

The GOPniks aren't that eager to become a 31-seat party this November.


... and if Iran keeps raising it will eventually become the only choice available, at which point we'll do it (and can I just say the truly horrible part: ... which was going to happen at some point anyway with the islamists in power)

How did you read the previous comment and decide that "insanity is the only option"?

The sane option would be to back down.

And no, not every adversarial regime can be taken down. The Soviet Union had to fall, nobody was going to invade it.


Hormuz might not matter that much in the future since Saudi and the other countries will build even more pipelines and ports which are on the other side. Short-term is dire though.

That would require some super effective anti air. Otherwise such a pipeline is an easy target.

And even the most anti air protected place on earth - Negev plant near Dimona city got hit with a warning shot. And they have 3 or 4 layers of anti air, most of them doubled (both US and Isreaeli). It's impossible to protect multiple pipelines to that extent.

And Isreal just said that they will keep attacking Iran no matter any peace deals or armistice.

The only logical course of action for Iran is to go down swinging, taking the rest of the world with them.


It did not. Dimona city got hit. https://t.me/QudsNen/215116

Plant is far away from there.


Why is Iran hitting civilian targets?

I dunno man. Why were civilian targets in Iran hit?

I guess you might feel justified to hit civilian infrastructure once your enemies are vile enough to hit yours.


As retribution for the attacks on their country I believe.

Why are the US and Israel hitting civilian targets including at least one desalination plant?

Tit for tat usually. Dimona strike in particular was:

"Commander of the IRGC's Aerospace Force, Brigadier General Seyyed Majid Mousavi, says that every ultimatum given to Iran is an act of war. Adds that the Iranian strikes on the strategic points in Dimona and Haifa in recent hours were in response to the US' 2 and 5 day threats."

https://x.com/smajid_moosavi/status/2036828841369301193


As if those can’t be blown up with $300 FPVs or $10k Shahids…

You can lay them underground, making attacking them more difficult (also a lot more expensive to install).

Wait but the commission is assembled by the PMs / presidents… so it’s elected by people who were elected by people who elect.

Especially when they're optimizing for afterlife.

A big part of the US involvment in the current war is driven by Christian Zionists, that literally believe that there needs to be a fucking end-of-the-times war in the region so Christ comes back.

The fact that many Iranian officials optimize stealing millions from the state, means they aren't optimizing for the afterlife

Fair point. It seems to be a weird mix of people who optimize for afterlife and a mafia that lives their best life now.

This thread is talking about how the adversaries will attack America based on the current events that Iran is counter-attacking Israel and American bases since Israel and America invaded them illegally.

Lots of smugness about the supposed irrationality of the adversaries considering that backdrop.


While this is true it's also impossible to avoid.

So you could also argue that this war will help the US to gain experience it didn't have before which might be favorable in future conflicts with parties that didn't have this experience.


People underestimate UX and accessibility. The iPhone was nothing new.

I find that this argument is used too often to refrain from using your own product.

Yes you're right not anyone can be a domain expert. But anyone in the company needs to at least try to use the product as much as possible.

I worked in companies where even the CEO had never used the product but was telling us what to implement.


I wouldn’t say it’s impossible but I’d argue from all we know now highly unlikely.

Why? Assume a company has a high margin because they used AI and reduced their workforce by 10x. What usually happens is that a new competitor comes in and offers the same for half the price.

Since AI is lowering the bar for entry this process should be even faster than previously.


What usually happens is that that competitors then gets disappeared. Either by a happy ending (it gets bought up), or it gets squeezed out.

Monopolies arise naturally unless we work hard to avoid them.


Monopolies stay stable only with a sustainable competitive advantage, eg through network effects or patents.

With no barriers, margins get squeezed out rapidly.


> Assume a company has a high margin because they used AI and reduced their workforce by 10x. What usually happens is that a new competitor comes in and offers the same for half the price.

Wouldn't you need 10x the number of competitors to get back to the same amount of employees, assuming they are running with similar workforces?


Yes, true for existing companies.

On the other hand we still don’t know which new companies will be created that couldn’t be be created before due to unfavorable economics.


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