Jason Joseph

@IsraelSimo1162 @ForeignPolicy Are you dense?

@ForeignPolicy You are very wrong because Israel just ordered 5000 from the same US you say would have problem

The expended munitions, and the minerals required to build them, are a defense-industrial problem for the West, and especially the United States. foreignpolicy.com/2026/03/05/ira…

No doubt the uranium is only for one purpose and yes I agree no one can do anything about it, not even the US. The point is that these actions were ineffective, expensive, and now causing global chaos in energy markets for very minimal benefit to Israel or the US strategic position. What we had with the JCPOA was the best of many many bad options, I don't think anyone can say with a straight face that this is better.

@Musicalmindz @Gambit337 @balajis The only reason to enrich uranium to that level is to make a bomb, regardless of their motivations. This is called the insecurity spiral. Not much anyone can do about it. But America would not have taken these actions but for Iran’s aggressive nuclear program.

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…

No one's denying Iran's involvement with Hamas, least of all Iran itself. Khamenei was killed yes but who replaced him is likely even more hard line. Their nuclear program still exists and will never be dismantled, they have just yesterday effectively threatened Israel and the US for their stupid attacks on the South Pars field. You tell me, do you think this is going well for Israel and America? The IRGC nor the regime itself will not be taken out by air striking a few leaders or blowing up some of their missile stockpiles or production facilities.

@Musicalmindz @shadowcrewtroll @Gambit337 @balajis You dont get to be very very violently aggressive with your rhetoric. Then expect your much more powerful enemies to simply pretend like they dont mean it. Oct 7 demonstrated what happens thats not an entirely valid position. e\

@ChrisO_wiki Most Qatari lng doesn't go to Europe but yes prices are on the way up.

Well, this screws anyone in Europe who uses gas cooking and heating (raises hand)

@Tziporah_Halevi @JoshYoung @balajis If it was sarcasm it sailed over my head 😂

@Musicalmindz @JoshYoung @balajis I know good sarcasm when I see it 😉

I don't think it's binary but I agree he wasn't completely against nukes, he just said they shouldn't unless forced to. Part of being prepared for that scenario is having the precursors ready. No doubt it's not as black and white as Balaji made it seem, he's routinely hyperbolic.

@Musicalmindz @shadowcrewtroll @Gambit337 @balajis You can't say he was against nukes. But also stock pilling what was needed just in case. Your being hipocritical. Either he was against. In which case someone else was pushing it. Or he wasn't.

@channel_echo @shadowcrewtroll @balajis He's an idiot, don't waste your breath

@shadowcrewtroll @balajis Supporting Taliban before and after 9/11 was not against American interests?!? Pakistan and India can establish a MAD stalemate, but Iran and Israel cannot?? Like I’ve said before, you gotta put more effort into your stories.

@bespokediogenes @shadowcrewtroll @balajis Don't bother trying to explain reality to someone who doesn't live in it 😂

@shadowcrewtroll @balajis

Are you dense? He was enriching uranium (not building nukes) specifically for this scenario because America and Israel are insane and untrustworthy. They should have gotten nukes earlier like NK did because no ones going to ever invade or bomb them because of it. And to be clear I am no fan of the IRGC or the Iranian leadership nor do I want them to have nukes but if you treat them this way it's hard to see why they wouldn't. And spoiler alert, we can't do a fucking thing about it.

@Gambit337 @balajis The Ayatollah was not hardline on getting nukes. That is just retarded. He was spending a massive amount of money to do just that.

@JoshYoung @balajis This may be the dumbest take I've heard in recent memory. Do any of these things matter compared to global energy prices skyrocketing?

@balajis "The antebellum status quo of Feb 27, 2026 was just not that bad" - for whom? Iranian civilians being massacred? Americans waiting for their nuclear weapons program to pan out, amid cries "death to America"? Israelis waiting for the next IRGC sponsored mass casualty event?

@VesperAegis @osint708 @nexta_tv It's an image of potential fx not actual fx

@osint708 @nexta_tv Source if you wouldn't mind. All reports from the area insist zero radiation leaks and that no parts of the facility were directly damaged.

⚡️⚡️First strike on a nuclear power plant with Russian staff inside Bushehr NPP in Iran has been hit — Rosatom confirms: a projectile struck right next to the operating reactor, in the metrology service zone. No casualties, no radiation leak… yet. But around 480 Russian specialists are still on site. A third wave of evacuation is now being prepared.

@OSINTua @Harry1940610 @HonzaStropek Ya that's why I asked, thank you hive mind

@Harry1940610 @Musicalmindz @HonzaStropek 🤝

This post is related to my previous one. Efficiency of targeting by artillery and FPV drones from the Russian side. Porkovsk direction. February 2026. - 1232 regiments fired 316 shells (122 and 152 mm). The efficiency was 0.5 and 0.8%. And launched 480 FPV drones. The efficiency was 57%. - 1195, 1438, 1452, and 348 regiments fired 1146 shells (122 and 152 mm). The efficiency was 1,61 %, 0,78 %, 1,65% and 1.55%. 1452 managed to open fire 146 times and hit zero times. At the same time, the efficiency of the launch of FPV drones was 54% (500 FPV were launched), 62% (480 FPV), 64% (691 FPV), and 33% (353 FPV). There are multiple reasons for the low efficiency of the artillery: from bad and different types of ammunition to unclassified artillerymen. Also, I need to add that these regiments are far from being good ones and were created in the 2022-2023 period.

@OSINTua @HonzaStropek I think it can mean either but glad to hear it doesn't in this case 😂

@Musicalmindz @HonzaStropek I didn’t know that “Mama Mia” may mean something bad.

@OSINTua @HonzaStropek Wait American shells were worse than Indian??

@HonzaStropek Last summer I was a battle captain and called for artillery support from 45/26 artillery brigades approximately 100 times. In general it was not bad when they had Indian shells. But when American — Mama Mia.

@JoshYoung @TotemMacro The SPR is controlled by the CCP, not Sinopec. They don't care about an increase in domestic oil prices vs keeping that for a strategic reason.

@TotemMacro Where did their oil in storage go?

Why would China cut refining runs despite record high refining margins? Don't they have 1.2 billion barrels in storage?

@TotemMacro @JoshYoung They don't store much, just at refinery.

@JoshYoung Whose? Sinopec’s? What makes you think they had significant stored oil?

@cirnosad @Poseidon9b Are you talking about the writings of Flavius Josephus who references Aristotle or a specific work of Aristotles?

@Poseidon9b Read a bit of Aristotle.

If Iran is foolish enough to allow Indian ships access through the Hormuz, it will bust its entire closure and resell whatever people want. It will lose the entire war. India is Iran's enemy and is an extension of Israel. Aside: The origin of Abram/Abraham is linked to the Brahmin who are, *drum roll*, the "chosen people". Judaism is a fragment of the Hindu whole, complete with multiple demigods and a vast variety of sects.

@solimanmainz @ulrichspeck Right, I only mean they still need Taurus, thats all.

@Musicalmindz @ulrichspeck Certainly. but if Taurus only stay in a barrack in Westphalia -as they do and will continue to do-, Drones are way better than nothing. Danke Deutschland

Ukraine "can now make drones with no components imported from China". nytimes.com/2026/03/11/wor…

@acmebombfactory @BeardMonkeyBTC @ZPEdisclosure @AshtonForbes Thank you, this is amazing work. These guys need to get a fucking life.

Lockheed Skunk Works — the division that built the SR-71, the F-117, and the U-2 — announced a compact fusion project in 2014. Then went completely silent. Skunk Works doesn't announce things for fun. They don't do press conferences for theoretical exercises. They announce things when they have results. Their silence isn't absence of progress. It's the sound of classification.

@solimanmainz @ulrichspeck Because Taurus is 100x better than drones if you want to take out a bridge.

@ulrichspeck Who needs Taurus when you can make your own arsenal?