InterAcct

@crypto_condom No food independence what kind of AI are you........the bread basket of Asia

Australia has no food nor energy independence. They are fucked and their stock market will reflect that as long as the current energy crisis is ongoing

@AndreasSteno Your comment does not match your graph, wher is the %stage of hits - I thought u were an analyst..... The other assumption is thy are throwing their dwindling stock into play early in an attempt to get the global community to appease show us the number in two weeks

Iran is firing MORE and they are hitting MORE per shot than during the first days of the conflict. Not good..

@AvidCommentator A lot of expert Geopolitical / economist on this thread. Do you really think Isreal has not done the analyis, they are hitting domestic supply lines - of course their will be reppriasal but the Gold standard book on game theory was written by two israli authors....

Hypothetically Iran and the Gulf States have their energy production & export infrastructure utterly destroyed It would trigger a protracted crisis in much of the world and in time a famine that would likely lead to millions of deaths Those are the stakes for getting it wrong

@MikeBromley15 @MickCalautti Never hear of economics 101 and free markets, demand pricing and the allocation of capital to the most risk adjusted asset - maybe you should post in Russian or any other tinpot economic language

@MickCalautti Funny that they own it outright with no mortgage and still put the rent up 40% in 3 years because rents a function of demand not cost to hold.

Mortgage holders sitting on hundreds of thousands or millions in equity gains whinging over maybe a hundred dollar a month rise in repayments sure is something.

@MikeBromley15 Tell that to the new home buyers who were cajoled I to 95% loans by the Govt....

@dddd82560622 @Geo_papic Difference is USA and Isreal have destroyed the means of production and degraded the ability to launch.... So yes they are running out of capacity.

@Geo_papic Hopium never dies. This is the same bullshit they were saying four years ago about Russia running out of missiles.

Either Iran is holding back capacity in order to threaten Hormuz and Gulf energy production... or...

@MacleodFinance not there problem while they have reserves - their economy has a lot of mouth to feed. They will be reassessing future plans as they have zero oil reserves and can easly be blocked

Desperation as Trump realises that he has bitten off more than he can chew. Expect China to smile sweetly and say not our problem 🤷‍♂️😂

@MarkOgge no complaining then when the economy tanks due to poor energy planning...

Great decision.

@LucyTurnbull_AO You really do live in a different world Lucy.....but if ABC IS where you get you opinions from why should I be surprised.

😬Iran, not the US, currently has the strategic upper hand abc.net.au/news/2026-03-1…

@AvidCommentator It's their oil why shouldn't they ensure safe passage NONE of it goes to America..... Yes it has economic impacts re pricing globally but they will never run out unlike China unless this is resolved

I realize a fair few people are Trump supporters. But can we realistically agree that calling on the Chinese for military help to reopen the Strait of Hormuz is at best a bad look for a superpower?

@MikeCarlton01 It’s their oil why shouldn’t they help transport it…..? Your niavity and biasis are amazing for a political commentator.....

The incompetence goes on. Having failed to seize control of the Strait of Hormuz from day one, Trump is now pleading for help from the allies he has spent the last year bullying or insulting. And Chinese warships ? Really ?

@AvidCommentator Have you ever built a bomb? its not just parts ....... need an explosive element and drones can carry one tonne of fertilizer last time i looked..... are you a spam Iranian account

My feeling is that this commentary is going to age poorly. Any manufacturing equipment that could be moved will have been moved. And two skilled blokes with a machine shop and a ute can build and launch drones if they have the parts.

@aeberman12 can you not read " destroyed all military assets" what difference would it make anyway arent they only 2% of the global supply? assume you are an Iranian loving proxy

Trump claims he has 'totally obliterated' Kharg Island Until satellite data and market signals confirm it, treat it as theater If it's true, the global economy will collapse. #OilMarkets #IranWar #EnergySecurity #Geopolitics

@AvidCommentator @panekkkk @biancoresearch Five new target you dont think a pipeline is easy blown up - never watch James Bond - I have followed you for a while this is the first ridiculous post you have made

@panekkkk @biancoresearch Through the extensive pipeline network they possess and the other 5 tanker terminals they have on the Persian Gulf. Or are we now talking about going beyond Kharg Island to the wholesale destruction of Iranian oil infrastructure? Which is a whole different ball game.

Let me offer discussion points on why they decided to bomb Kharg Island. The administration and military planners likely concluded that it would take weeks, if not months, to secure the Strait of Hormuz. During that time, oil prices could rise to levels that would suffocate the global economy. This was unacceptable. They are desperate for immediate action. So, they needed a bold, decisive move to force Iran to relent quickly. Trump was clear. They bombed Iranian military structures on Kharg but left the oil infrastructure unharmed (assuming this is accurate). Recognizing that this could freak out oil markets, they announced it on Friday evening to give markets 48 hours to digest the news. Trump also made it explicit that oil infrastructure would be next if Iran did not allow ships to pass freely through the Strait of Hormuz. In football terms, they're throwing a Hail Mary pass now, hoping it works. They don't have any more time on the clock. Oil markets and the world economy cannot wait weeks or months for the military to open the Strait. Further, I could envision political advisors suggesting that if oil prices are destined to hit $200 without this action, it might as well happen next week, giving six months to bring them down before the midterm elections. As I've argued in many other posts, Trump cannot simply declare victory and pull out (TACO). That would be worse. It would leave Iran in control of the world's economic jugular, allowing it to punish everyone by permanently holding oil at $200. So, they must force Iran to relent. Again, these are just the thoughts running through my head as I try to explain to myself why they took this step.

@AvidCommentator @biancoresearch They will just bomb Jask infra? how can they re route?

I dont think levelling Kharg Island makes sense. Iran can reroute probably 65-70% of its oil exports and at today's prices, that is more $ than pre-war. Once the terminal at Jask is fully operational, then they can operate at pre-war levels. Yet bombing Kharg Island opens the door to widespread retaliatory strikes on Gulf State energy infrastructure. The risk reward doesn't seem to be worth it purely on this balance.

@NTFabiano Not a mathematical analysis but would appear the total cortisol load over the time seems to equal out.... isnt it cortisol as a chronic suppressor / inflammation spiker that all the literature says is dangerous for you - cortical spikes are evolutionary (albeit from a lion)

Cortisol from exercising suppresses the subsequent cortisol response to a stressor. Exercise before doing something stressful.

@edwinhayward @wolf_vukovic Drone are just mines in another theatre - they will be defused ........either by interception or at source... not saying a lot of damage before the end point though. The ironic thing is Iran will be blowing up there political sponsors oil. Lets see how that goes down

This is an instructive analysis, though I believe that it underplays one thing in Iran's favour: drones. Any comparison to the 1980s is irrelevant when it comes to confrontations in the strait of Hormuz because Iran has access to virtually unlimited (for practical purposes) cheap and highly portable drones which can be launched from anywhere with zero warning. It only takes one successful strike in the right place to sink a merchant ship, and any military escort cannot possibly be predicated to be able to interdict all drones every time. And as soon as one gets through, that's game over as far as most firms are concerned. They will no longer take the risk of sending their cargo through the strait. Not when it could be the next thing that Iran sends to the bottom. Also, Iran can fire its drones at soft targets in surrounding Middle Eastern countries allied to the USA. If it starts taking out more oil refineries, airports, desalination plants and other awkwardly immobile infrastructure, they may feel compelled to lean HARD on the USA to get it to stop the adventurism that is putting them at extreme risk. (Related note: there has been more progress in drone warfare in the last 4 years, since Russia's war on Ukraine, than since the birth of aviation until 2022. Almost nobody seems to model for that shift strongly enough.)

@PeterNeumaier @wolf_vukovic @grok You clearly like the sugar hit with no real understanding of the situation or an appetite to understand game theory... = lazy and difeintly not optimal

@wolf_vukovic Who in his right mind is going to read all this? @grok summarise in five bullets

@MicrocapJ And that’s before the potential risk of Reserve bank capping interchange fees which will make the whole model even more infeasible….. if any micro fund invests in this then question their selection processes on the whole portfolio…..

Morgans trying to list this utter dogsh*t at a near $1b valuation. Combined with the Koala float it might be the most a broker has ever hated their clients

@NiohBerg @grok why are you producing rubbish and filling my X fees

🔴 Per Israeli C12: Mojtaba Khamenei was severely injured, one of his legs has been amputated, and he may not even be consciously aware that he is the SL.