Friendly Stranger
22.9K posts

Friendly Stranger
@FriendlySt79779
"I've got more than enough to eat at home." (Satire)



I'm going to make some obvious points. (1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything everywhere rising, from food to gas, at a moment when inflation was already high. All of that will be laid at the feet of the authors of this war. (2) The antebellum status quo of Feb 27, 2026 was just not that bad, but we're unlikely to return to it. Expect indefinite, long-term, ongoing disruptions to everything out of the Middle East. (3) Also assume tech financing crashes for the indefinite future. The genius plan to get the Gulf states caught in the crossfire has incinerated much of the funding for LPs, for datacenters, and for IPOs. Anyone in tech who supported this war may soon learn the meaning of "force majeure" as funding gets yanked. (4) Many capital allocators will instead be allocating much further down Maslow's hierarchy of needs, towards useful basic things like food and energy. (5) It's fortunate that all those progressives yelled about the "climate crisis." Yes, their reasoning about timelines was wrong, and much of the money was wasted in graft, but the result was right: we all need energy independence from the Middle East, pronto. It's also fortunate that Elon and China autistically took climate seriously. Now they're going to need to ship a billion solar panels, electric vehicles, batteries, nuclear power plants, and the like to get everyone off oil, immediately. (6) It's not just an oil and gas problem, of course. It's also a fertilizer problem, and a chemical precursor problem. Maybe some new sources will come online at the new prices, but it takes time to dial stuff up, particularly at this scale, so shortages are almost a certainty. That said, China has actually scaled up coal-to-chemicals[a,c] (C2C), and there's also something more sci-fi called Power-to-X[b] which turns arbitrary power + water + air into hydrocarbons. But all of that will need to get accelerated. I have a background in chemical engineering so may start funding things in this area. (7) Ultimately, this war is going to result in tremendous blame for anyone associated with it. It's a no-win scenario to blow up this much infrastructure for so many people. Simply not worth it for whatever objective they thought they were going to attain. But unless you're actually in a position to stop the madness, the pragmatic thing to do is: scramble to mitigate the fallout to yourself, your business, and your people. [a]: reuters.com/business/energ… [b]: alfalaval.com/industries/ene… [c]: reuters.com/sustainability…












Tel-Aviv was not built on “empty sand dunes” Palestine was not “a land without a people” and Zio settlers did not “make the desert bloom” Had these settlers turned the camera behind them, the beautiful Palestinian city of Yaffa would sprawl before their eyes Tel-Aviv is a myth




NOW - Netanyahu: "Jesus Christ has no advantage over Genghis Khan. Because if you are strong enough, ruthless enough, powerful enough, evil will overcome good."





ALERT | Netanyahu "I’m alive" Israeli PM Netanyahu: -Israel is a regional power -Iran cannot make missiles -Iran has zero capacity to make nuclear weapons -Iran's industrial base is wiped out -Iran is blackmailing the world by closing the Strait of Hormuz -All Iranian senior officials eliminated -War with Iran will take as long as necessary -Too early to say if there are conditions to change the regime


NOW: Netanyahu Holding Live Press Conference

To Muslims marking Eid al‑Fitr across the UK and worldwide, wishing you a day filled with peace and happiness. #EidMubarak


“The things that people are saying about the rationale for this conflict are not true,” says @KonstantinKisin. “I do not believe that Iran was about to pose a threat to the United States… Currently, as I sit here, I don't understand the strategy… I am seriously concerned this will drag on... I’m struggling to see how this ends well at this point.”







