
Jeremy Beckwith
6.5K posts

Jeremy Beckwith
@JeremyBeckwith1
Investment Thinker; Economist; Cricket Umpire. RTs are not endorsements , all views expressed are personal, and are not investment advice.




85% of Australians see other Australians as “good”. The 15% might be loud but they are a minority, an angry, grievance driven, bitter minority. Don’t let them turn our nation into another divided states of America.


Everyone is watching the oil. Nobody is watching the water. The UAE operates at 1,533% water stress. Saudi Arabia at 974%. Kuwait gets 90% of its drinking water from desalination plants. Oman 86%. Saudi Arabia 70%. There is no aquifer. There is no river. There is no rainfall to speak of. The entire Arabian Peninsula drinks water that is manufactured, using electricity, from the sea. One drone. One plant. Millions without water. That is not speculation. That is what a 2009 US diplomatic cable concluded about Riyadh specifically: destroy the right desalination infrastructure and you could force the evacuation of the Saudi capital within a week. That cable is 17 years old. The dependency has only deepened since. Iran has not hit a desalination plant yet. That restraint is a choice. It is also a card. Here is the strategic geometry Iran is living inside right now. Its navy is gone. Its air force is degraded. Its supreme leader is dead. Its missile rate has dropped 70% as launchers get destroyed. Every conventional military option is being systematically closed. What remains is asymmetric warfare against infrastructure that the entire Gulf coalition cannot function without. You do not need to win an air war to win an asymmetric war. You need to hit the thing your enemy cannot replace on any timeline that matters. Oil can be rerouted. Gas can be replaced. Water in the Arabian desert cannot be improvised. The GCC has built redundancies since this vulnerability was identified. But redundancies are not immunity. And Iran knows exactly where every plant sits. The oil war is being priced. The water war has not even entered the model yet. If it does, this conflict has a second act that makes the first one look contained. open.substack.com/pub/shanakaans…


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@virginmedia - another dreadful day of VM customer service. Now been without access to email for a week. Was called by “second line team” but was driving so couldn’t take the call. I called back at 2pm and was told they would call me in the next hour. At 4.30 I called again …







