Jim Ateoi
14.2K posts

Jim Ateoi
@JimAtEOI
In our universe of beauty and wonder, how can I feel anything but gratitude for having had the chance to leave the universe better than if I had never existed.





BREAKING: America’s Arab allies are now "fuming" that they do not seem to have any influence with the Trump Administration despite "heavy investments of time and money," per WSJ. Arab Gulf countries recently committed to investing nearly $4 trillion in the US.


RUMINT: Egypt told Israel it will guarantee Lebanon's sovereignty. Egyptian army is building up along the Sinai.










Have you noticed that the more dark and twisted a person's soul is, the more they feel compelled to defend Israel's war crimes and genocide? All the GOOD people oppose suffering and death, but pro-Israel zealots celebrate it (and then call you an anti-Semite for opposing it).


NEW: Largest natural gas facility in Iran heavily damaged by joint US-Israeli airstrikes, first known intentional US-involved strike on Iranian energy infrastructure during the current war with Iran.





BREAKING: They just hit the factory. Israeli strikes set fire to Phase 14 processing facilities at South Pars today. Iran’s oil ministry and Tasnim confirmed the blaze. Partial production suspension. An estimated 12 million cubic metres per day of gas output affected. South Pars is the largest gas field on Earth. It produces 70 to 80 percent of Iran’s total gas output. That gas is not just fuel. It is the hydrogen feedstock for the Haber-Bosch process that synthesises ammonia, which becomes urea, which becomes the nitrogen that half the planet’s agriculture depends on. South Pars gas feeds Iranian fertiliser production at its molecular root. The Hormuz permissioned chokepoint was already blocking the shipping route. Now the strikes are hitting the production source. The war is attacking the nitrogen supply chain at both ends simultaneously. This is the escalation that collapses every remaining optimistic scenario. The hopeful case for the global food system was always: the strait reopens, fertiliser flows resume, planting windows are partially salvaged. South Pars burning removes even that. If the strait reopened tomorrow morning and every provincial command stood down and every insurer reinstated cover by afternoon, the gas field that feeds the feedstock that feeds the ammonia that feeds the urea is on fire. The molecule cannot ship because the strait is blocked. The molecule cannot be produced because the factory is burning. Two chokepoints on the same supply chain. Both compromised on the same day of the same war. South Pars shares its geological reservoir with Qatar’s North Dome field. Qatar’s output is steady. Qatar’s fertiliser production is unaffected. But Qatar’s exports also transit through Hormuz. Qatar’s urea also requires passage through the permissioned chokepoint that the Mosaic Doctrine’s 31 provincial commands control via sealed packets and VHF radio. The world’s two largest producers of the gas that becomes the nitrogen that grows the food are now compromised at different points on the same chain: Iran at the source, Qatar at the route. Nineteen days. The Supreme Leader killed. The intelligence minister reportedly eliminated. The diplomatic negotiator and Basij commander dead. Over 2,000 targets. Missile production degraded 90 to 95 percent. Bushehr confirmed zero radiation by the IAEA. And now the gas field that anchors the nitrogen feedstock chain is burning. NOLA urea is $683. It will not go down. It may go up. Because the market just learned that the war is not only blocking the molecule from reaching the ship. It is destroying the facility that creates the molecule in the first place. The Mosaic provincial commands do not need South Pars to run the strait. They need radio handsets and sealed orders. But the world needed South Pars at full capacity for the day the strait eventually reopened. That day just became worth less. The post-war recovery that commodity desks were pricing as a sharp rebound now has a damaged gas field sitting between the ceasefire and the molecule. The strikes are justified. The nuclear programme that threatened ten bombs is gone. The military degradation is historic. But the same war that eliminated the nuclear threat is now eliminating the agricultural feedstock that the post-war world will need to recover. The molecule is trapped behind a doctrine at sea and burning on land. The soil waits for nitrogen. The nitrogen waits for gas. The gas field is on fire. And the strait is still closed. Full analysis: open.substack.com/pub/shanakaans…










