@Stephen1426397 @ShafiUOfficial @DeItaone @grok No they were trying to enter, this headline is wrong. COSCO just approved resumption of shipping, they are supposed to move supplies to GCC
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Turdla
11.1K posts
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🚨 TWO CHINESE CONTAINER SHIPS TURNED BACKED AFTER TRYING TO EXIT GULF VIA STRAIT OF HORMUZ ON FRIDAY, SHIP-TRACKING DATA SHOWS
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3 weeks ago I argued the US goal in Iran is to seize the global oil spigot. Venezuela in January -> Iran in February.
Neutralize every supply channel outside the dollar system within 90 days. Achieve a compliant successor government and complete energy dominance.
The oil thesis was the obvious layer. However, when you zoom out & view the last four years as a single sequence rather than isolated geopolitical events, the architecture of the grander US plan becomes visible.
1st was Europe, which laid the groundwork.
The Ukraine conflict provided the justification for sanctions that collapsed Russian pipeline gas from 150 billion cubic meters to 40.
Then Nordstream was destroyed, which rewired the entire European energy system permanently. The US went from supplying 28% of Europe's LNG in 2021 to 58% by 2025, exporting a record 111 million MTs, the 1st country in history to break 100 MT.
Europe was transformed from a customer with options into a captive market now purchasing its survival in USD.
2nd was Syria.
The fall of Assad severed the critical node connecting China's Belt & Road Initiative to the Mediterranean.
The trilateral railway linking Iran, Iraq & Syria, designed to bypass Western maritime chokepoints, was completely destroyed.
This isolated Iran geographically & cleared the path for what came next.
3rd was Venezuela.
In January the US effectively took control of the world's largest heavy crude reserves. The US Gulf Coast has the most advanced refining complex on earth, specifically built for heavy sour crude. Phillips 66, Valero & the rest are now positioned to process hundreds of thousands of barrels of Venezuelan crude daily.
The US captured a massive strategic reserve & solidified its position as the dominant exporter of refined petroleum products, an industry worth $110 billion in 2025 alone.
Venezuela & Iran were the two major oil supply channels that existed outside the dollar system. Both produce heavy crude sold primarily to China & evaded US financial supervision. Both now being neutralized within 90 days, which leads us to..
4th is Iran & the Middle East energy shock.
Israel struck Iran's South Pars gas field, the world's largest natural gas reservoir. Iran retaliated against Qatar's Ras Laffan, the single largest LNG facility on earth, responsible for a fifth of global supply. QatarEnergy's own assessment is that 17% of export capacity is gone and recovery will take up to 5 years. The Strait of Hormuz is closed. European gas prices spiked 70%. Asian spot prices doubled.
The only remaining scaled supplier? The United States.
If Iran falls & a successor government is installed that the US controls or influences (the Delcy model described weeks ago) then roughly 40 to 45 million barrels per day of global production out of 103 million is effectively under US control. OPEC becomes irrelevant because the US coalition is now the marginal producer. Now add the gas dimension & it goes beyond oil.
This war is solidifying the petrodollar system as it evolves into a hybrid petro/LNG-dollar. The old system was built on Saudi crude priced in USD. The new system is built on American crude plus American gas from the Gulf Coast, with no alternative supplier of comparable scale. The dependency is deeper because LNG infrastructure requires long term contracts & regasification terminals that lock buyers into supply relationships for decades. Europe & the Pacific allies (Japan, South Korea, Taiwan, etc.) cannot pivot away as there is nowhere left to pivot to. They're now locked into the US energy system.
The market confirms this. DXY went from 96 to 101. Gold down ~20% from its January all time high. Bitcoin down 20% on the year. Brent above $100. European & Asian institutions are liquidating precious metals and crypto to buy dollars because they need dollars to buy the only remaining scaled energy supply. The world is selling its gold to buy American energy in American currency. The dollar is now being weaponized through energy dependency.
The structural repricing is happening regardless of how the conflict resolves.
But the US grand strategy goes deeper..
Artificial intelligence is a physical industry. It runs on power and chips. Data centers require massive uninterrupted baseload electricity, primarily provided by natural gas. Semiconductor fabrication requires helium & rare earths.
By choking the Strait of Hormuz & crippling Middle Eastern LNG & helium production, the US is systematically degrading China's ability to power its data centers & fabricate semiconductors at scale.
The US is energy self sufficient, especially with newly captured Venezuelan reserves & expanding Gulf Coast capacity running on domestic gas.
On the other hand, China is import dependent & every joule it imports effectively now transits chokepoints the US Navy controls..
Iran was the Belt & Road's overland energy bypass, the corridor that allowed China to mitigate the Malacca Trap. With Iran neutralized that corridor is severed. China faces a world where its compute infrastructure competes for scraps on a depleted global LNG market, while American data centers run at full capacity on domestic energy.
Russia is next in the sequence. A post-war Iran reopening under US influence competes directly with Russia for the same refineries in China & India at lower cost. Iran's production costs are lower. Russia loses its last structural advantage in heavy crude & its economic lifeline. Additionally, under the Iran war cover, Ukraine has been opportunistically destroying Russian energy infrastructure & all signs point towards Russia being at the end of the line. The message from Washington becomes very simple: we dismantled two regimes in three months, your economy is about to get crushed, sign the Ukraine deal.
Then Trump sits down with Xi holding every card. Complete energy dominance. The hybrid petro/LNG-dollar fortified, Iran cleared, Russia cornered, & China facing the Malacca Trap fully closed with no remaining energy bypass.
Israel & the GCC are absorbing the kinetic cost of a conflict whose primary beneficiary, counter to the mainstream narrative, is actually America (First). Qatar offline for 5 years reprices the entire global gas market in favor of US exporters for the remainder of the decade. The Gulf states face years of rebuilding. Europe faces its 2nd energy crisis in four years.
Sure, the average American might face temporary moderate inflation & higher gas prices. But if you are the architect of the US empire & you view the rise of China & Chinese ASI as an existential winner takes all scenario, the collateral damage is acceptable cost.
Whoever controls the energy corridors controls the monetary system. Whoever controls the monetary system & the energy supply simultaneously controls the compute infrastructure that determines which civilization builds ASI first.
The US is seizing all 3.
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路透社报道，中国已向台湾海峡沿岸的基地部署了200多架改装后的歼-6战斗机，这些飞机现在用作攻击无人机。
专家认为，这些导弹将在冲突初期以大规模齐射的方式用于压制台湾的防空系统，有效地充当廉价巡航导弹。
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Buy everything you need before Monday night.
• Food (2 weeks minimum)
• Water (every container you own)
• Gas (full tank + spare cans)
• Cash (ATMs go empty first)
• Batteries, candles, flashlights
Most people won't see this until it's too late.
Get prepared ASAP.
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@Stephen1426397 @ShafiUOfficial @DeItaone @grok These are CONTAINER ships for goods, not for oil. It's probably destine to GCCs and Iran doesn't want htem to have food :D (60% of GCC foods are imported)
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@JimFergusonUK Wait until starvation happens when people don't get fertilizers to plant for spring.
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🚨 LATAM ERUPTS AS FUEL PRICES SPARK CHAOS
Chile is erupting.
Thousands in the streets of Santiago — protesting rising fuel prices linked to the Middle East conflict.
Police deploying water cannons.
Crowds refusing to back down.
This is the chain reaction:
WAR → ENERGY → COST OF LIVING → UNREST
And now it’s spreading across continents.
This is no longer isolated.
Dios mío… this is global.
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@DanCollins2011 Wait, wut, they're confining those poor sailors that have been dpeloyed for 10 months and they can't even leave the ship to get some R&R? WOW
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If the Ford was really hit with something, which it probably was, we may have lost a significant number of aircraft.
Another reason they are confining the Sailor’s to base now.
We need some for on a win before this news comes out.
Furkan Gözükara@FurkanGozukara
Absolute humiliation for the US Navy. An Indian General confirms the multi-billion dollar USS Gerald R. Ford supercarrier is completely out of action and limping back home. 70 advanced fighter jets and AWACS are entirely gone from the combat zone. Total strategic disaster.
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@Jerry_grey2002 Didn't aussies kept moving ships through taiwan strait? they should move them to Hormuz to reopen it :D Or since they're the QUAD, go beg Trump for fuel
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It's true, China cut off all exports of fuel, fertiliser and other oil based products, not just to Australia but to the world
The problem is, it isn't Australia or China's fault
1.4 billion people to provide for, it's the correct decision
Don't blame China. Others are at fault
Aus Integrity@QBCCIntegrity
China has cut Australia off for Jet A1 fuel (kerosene), all of next months shipments cancelled. Normally 12/month. There’s one ship inbound. That’s it. China is Australia’s largest Jet Fuel supplier.
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@JimFergusonUK So how's that sailing through Taiwan strait going for ya? No more jet fuel noobs, aren't you part of the QUAD? why don't you beg Trump
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🚨 THIS IS HOW SUPPLY CHAINS COLLAPSE
Australia right now:
Truckers stranded.
Fuel stations EMPTY.
No diesel… anywhere.
“I’ve driven 500km… not a drop left.”
And now?
Lines of trucks… just waiting.
No fuel = no deliveries
No deliveries = empty shelves
This doesn’t stay in Australia.
It spreads.
Watch closely — because once this starts, it moves fast.
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@0xMaximus_Kek @TheInsiderPaper lol, that's how petrodollar ends you morons, GCCs can't get supply from Chinese cargo ships TO GCC - they import 60% of the food. :D
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@TheInsiderPaper Lmao, keep it closed. Hurts China way more than the U.S.
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JUST IN - Iran Blocks Two Chinese Ships From Strait of Hormuz in Rare Move - WSJ
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@AngelicaOung Well this idiot didn't want to join forces with KMT resulting in Lai win. What did he will happen? Lawfare
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My respect for Ke Wen-je just went up with how calmly he is facing down a 17 year sentence based on absolute bullshit.
>NT $2.1 million (US$ 65k) in political donations, properly logged from the developer
>2 years later, urban development committee hands down a favorable judgement to the developers project.
>No evidence of quid pro quo arrangement. No evidence of interference from Ko to the committee
>no evidence that he misappropriated the funds for his personal use
This is a « crime » that could be framed on any mayor in Taiwan if they take political donations from any business, and then subsequently that business receives a positive judgement for any reason from the city. The critical step of proving the then-mayor improperly used his office to affect the judgement is missing.
Ko spoke clearly and logically: where is the evidence? This is not justice, it is political persecution.
Ko can appeal and the sentence will likely be reduced. But the railroading is so extreme that Taiwan will not stop talking about this all the way to this years elections and probably beyond.
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❗️GUYS, WE HIT UST-LUGA AGAIN 🔥🔥🔥🔥🔥
Half of ALL of russia's oil export ability has gone up in flames.
NO OIL = NO WAR 🥳🥳🥳
🇺🇦 Ukraine is winning 💪
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@kaldeqca @Joe__Bassey Lmoa. Yup I would stare at him in the US if he used that chopsticks like that.
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@Joe__Bassey he stares at him cause the way he uses his chopsticks, it's completely wacky
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@angeloinchina @PLafala @notXiangyu @zhen_ming_ Dude he's anything but baizuo. He literally criticizes ivy League schools as nothing more than indoctrination camps ..y'all should really watch his videos (not recent ones, the ones on western civ)
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While other people are sharing their opinions of "Professor" Jiang, I had @zhen_ming_ come onto my show to talk a bit more about his thread, but also drive a point home: Jiang is just a symptom of something much bigger. Once you connect the dots, a lot of shit starts making sense
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@USSMogger @BulwarkOnline If they have miniaturized nukes to fit on a vest then they definitely have nukes. Lol. What an idiotic statement
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@BulwarkOnline so iran doesnt have missile nukes, but they have tactical nukes that can be placed on vests?
😂🤡
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Vance suggests Iran could have used nuclear suicide vests: “You talk about people who walk into a crowded supermarket and have a vest on, and they blow up the vest and a couple of people get killed, and that's a terrible tragedy. What happens when what's on the vest is not something that can kill a couple of people, but can kill many, many tens of thousands of people?”
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@happydays00769 @AngelicaOung @gCaptain Lol and u think those sites aren't heavily defended. Literally they can be airdropped and then get trapped. Remember f18 and f35 got hit with IR short range missiles, probably manpads. Imagine slow moving helicopters...
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@AngelicaOung @gCaptain If you ever what you read an interesting story on how effective small teams, counterinsurgency and airstrikes can be, this is one of the best.
Imtiaz Mahmood@ImtiazMadmood
Six weeks after September 11, 2001, twelve American soldiers were quietly loaded onto a helicopter in Uzbekistan and flown over the Hindu Kush mountains in the dead of night. No tanks. No armored vehicles. No air support waiting on the ground. Just twelve Green Berets, over a hundred pounds of gear each, and a mission that their own commanders privately doubted any of them would survive. They landed in a remote Afghan village called Dehi, in the pitch black, surrounded by a country they barely had maps for. And then someone handed them horses. Not metaphorically. Actual horses — Afghan stallions, tough as nails and famously difficult to control. Wooden saddles covered in carpet scraps. Stirrups so short their knees rode up around their ears. Captain Mark Nutsch, who'd grown up on a cattle ranch in Kansas and competed in collegiate rodeos, became trail boss on the spot. For the other ten men on his team — Operational Detachment Alpha 595 of the 5th Special Forces Group — the learning curve was immediate and unforgiving. The first words one of his sergeants learned in Dari were: "How do you make him stop?" They had linked up with General Abdul Rashid Dostum, a Northern Alliance warlord who controlled thousands of fighters and knew this territory like the back of his hand. The deal was simple: the Americans would call in precision airstrikes from horseback. Dostum's cavalry would do the charging. Together, they would take Mazar-i-Sharif — a Taliban stronghold of 250,000 people — and crack open northern Afghanistan. Military planners had estimated it would take two years. Task Force Dagger gave ODA 595 three weeks. For 23 days of nearly continuous combat, the Horse Soldiers lived like men from a different century. They ate what the Afghans ate. They slept on the ground in freezing mountain passes. They rode trails so narrow and sheer that one wrong step meant a thousand-foot drop. Staff Sergeant Will Summers started the mission at 185 pounds. He left Afghanistan five weeks later weighing 143. The Taliban had tanks. Soviet-era armor, antiaircraft guns, fortified positions dug into the mountains. Against this, twelve Americans on horseback radioed coordinates to aircraft circling invisibly above, and watched the positions erupt. On November 9, 2001, they rode into the kind of moment that people are not supposed to experience in the modern world. Nutsch and his team joined hundreds of Dostum's horsemen in a thundering cavalry charge across an open plain — directly into entrenched Taliban lines. Under fire. At a gallop. Calling in close air support between strides. It was the first cavalry charge of the 21st century. It was also the last. The next day, Mazar-i-Sharif fell. The Taliban's northern stronghold collapsed. Within weeks, the regime itself began to unravel — a domino effect that started with twelve men and borrowed horses in the mountains. All twelve of them came home. Zero American fatalities. Against a fortified enemy that outnumbered and outgunned them at every turn. Today, across from Ground Zero in New York City, there is a bronze statue — sixteen feet tall — of a Special Forces soldier on horseback, rifle across his lap, looking west. It honors ODA 595 and the teams who rode with them. Most Americans walk past it every day without knowing the story. Now you do.
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Read this: it’s from the founder of @gCaptain THE marine industry news site.
Basically, the US have not been pre-positioning their tanks and it would take months to load and ship them where they are needed. Without tanks as backup, airdropping more Marines is just feeding them to the IRGC.
Something doesn’t make sense here.
John Ʌ Konrad V@johnkonrad
Trump is NOT escalating this into a major ground war. Let me spell this out with crayons. I’m a US Merchant Marine Captain, O6 (not O3) equivalent. We are a tiny forgotten service with one MF overarching specialty: moving escalatory armies overseas. It’s true a general like McChrystal has far more knowledge about what to do AFTER his tanks roll off our ships. But BEFORE those tanks roll off? They are OUR cargo. We are the specialists. We climb all around those tanks. We secure them, move them, deliver them. Our Commandant, who I talk to every single week, is in charge of that lift. Not whatever general is waiting on the pier. Right now we are in the BEFORE stage. I absolutely 💯 know more about this than any general because I have spent decades training and living the life for THIS MOMENT. When generals want to move escalatory army divisions overseas, they call us. We don’t specialize in every branch. Naval, Air Force, USMC, Special Forces movements have their own lift pipelines. We can help, but that’s not our core mission. But if you want to escalate a war with heavy ground forces? I get a call. The Air Force has already called us to move more bombs into theater. So yes, the air campaign can escalate. But there are ZERO plans to escalate this into a large scale ground invasion. ZERO. This cannot be done by airlift. The USAF can’t even get their own bombs overseas right now, let alone divisions of army units. And if I do get the call, it will be months before we are landing tanks. So I repeat… this CAN NOT turn into a major war without my phone ringing. You can send Marines and air assault units without tanks to do raids but a major landing force like McChrystal is talking about just is not happening. Not yet. Not for months, if ever. And when it does happen I will tell you because you can’t move Army divisions in secret. Not since the Army, in a moment of idiocy, sold off its Merchant Marine preposition fleet last year.
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@xiaocaograssy @RSGopalan3 @AngelicaOung @gCaptain They will be like it would cost hundreds of thousands of American deaths to Iran then let's nuke them. The problem is most of iranian population are in the mountains. Also the moment US uses nukes on Iran Russia will 100% nuke Kiev. Count on it.
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@RSGopalan3 @AngelicaOung @gCaptain Yep could nuke before a ground invasion or use it as justification.
One reason some think Israel is allowing more info on social media is to manufacture consent for using a nuke.
Growing up in the US ppl justify the use of nukes against Japan. Now we will see it in real time.
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@RSA_Observer @AngelicaOung @gCaptain They can seize an island. In fact iranians would love them to seize one. Then they are all within range of Iranian artillery, missiels and drones. And if it's heavily defended like Kharg, they will be faced with hundreds of fpv fiberop drones streaming deaths of marines
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When I look at the makeup of the forces currently assembled - as far as one can tell from the available information - what is planned is not an invasion such as say Iraq but rather a very limited objective that can be seized held without heavy units. I do not know what exactly they have in mind - there are many theories.
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