₦₳V𝚜𝚝é𝚟𝚊 🇷🇺 ᴢ
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₦₳V𝚜𝚝é𝚟𝚊 🇷🇺 ᴢ
@Navsteva
#BeltandRoad #EAEU #EEU #BRI #SCO #EEF | World landbridge https://t.co/TrfrbJK9gN
Katılım Aralık 2011
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₦₳V𝚜𝚝é𝚟𝚊 🇷🇺 ᴢ retweetledi

The head of the German defense concern Rheinmetall, Armin Papperger, stated that global reserves of air defense systems are "practically exhausted" due to the war in the Middle East.
Papperger said this in an interview with CNBC.
The demand for missiles and air defense systems is currently "enormous", with orders coming from all regions, he emphasized.
"I think at the moment, the warehouses of Europeans, Americans, and Middle Eastern countries are either empty or almost empty... If the war in the Middle East lasts another month, I think we'll almost run out of missiles," said the CEO of Rheinmetall.
➖➖➖
Who could have seen this coming?
t.me/EastCalling/30…

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₦₳V𝚜𝚝é𝚟𝚊 🇷🇺 ᴢ retweetledi

The developments of the past 24h may prove a turning point in this war: Israel and the US's escalation by striking the Qatari-Iranian Pars field, the strikes against Asaluyeh, Iran's massive retaliation against oil and gas installations in Saudi, Qatar and beyond, which shot up oil prices, the near downing of a F35 by Iran and Secretary Bessent's revelations that the US may unsanction Iranian oil on the waters to bring down oil prices.
As I said already on the fourth day, the US has lost control of this war. It had a Plan A, but no Plan B.
Plan A came crashing down after it became clear that the assassination of Ayatollah Khamenei neither brought the implosion of the theocracy nor their surrender. As a result, the US is increasingly letting the Israelis drive the bus, by virtue of them having a plan, even though their plan does not serve US interests (the Israelis want to prolong the war to degrade Iran's entire industrial base, regardless of what happens to energy markets, Trump's presidency, and security in the region as a whole.)
The Israeli strike against the Pars field, coordinated with the US, is particularly important because it violated a promise Trump made to Qatar back in September 2025 - Israel would no longer be allowed to strike Qatar.
But that gas field is shared by both Iran and Qatar, hence it was an attack on Qatar as well as on Iran. With US coordination. This - and the impact on energy markets - may explain why Trump took to social media to blame Israel for the attack and publicly forbade them from striking further energy fields.
But Bessent's comments about unsanctioning Iranian oil on the waters are the most important. Though it's primarily done to push down oil prices, it appears that we may have nevertheless entered sanctions relief territory out of necessity.
I wrote several days ago that Tehran is very unlikely to end the war even if the US pulls out and declares victory. Iran has leverage for the first time in years and will seek to trade it in. It has publicly demanded a closing of US bases, reparations, and sanctions relief in order to stop shooting at Israel and open the Straits. The first may happen over time anyway, the second is highly unlikely, but the third - sanctions relief - may become more plausible as the cost of the war rises, and escalation strategies become increasingly suicidal for Trump.
As I have explained, a return to the pre-war status quo is unacceptable to Tehran because it will not only be in a degraded state, but also in a continuously weakening state because its pathways to sanctions relief have been blown up. If Iran weakens further, it will only invite further American and Israeli aggression, Tehran believes, because it was the false perception of Iranian weakness that created the "window of opportunity" to attack Iran in the first place. Sanctions relief is, as a result, a necessity to ensure that the war doesn't restart.
But here is where Iran may miscalculate. Trump may not yet have reached the point at which the cost of continuing the war is so high that he opts to offer sanctions exemptions to select countries to get Iran's agreement to open the straits and end the war. He will likely only reach that point once it's clear that his base is starting to turn against the war in a serious manner.
At that point, Trump will face a time crunch. He will need a narrative in which he declares himself a victor - with his base believing it. Absent the ability to convince his base that he has won, the benefit of ending the war may not outweigh the cost of continuing it. And as soon as his base starts turning against the war, his ability to convince them of his victory starts to wane.
Mindful of the fact that negotiating this end may take an estimated 7-10 days at best, which is different from the 24 hours or so it took to negotiate the unconditional ceasefire in June, Tehran may overplay its hand and only agree to enter these negotiations at a point at which the length of the negotiations may exceed the time Trump has left to convincingly declare victory and provide himself a face saving exit.
Getting the timing of this right will be very difficult for both the US and Iran. Israel will do all it can to sabotage any such off-ramp, including by killing Iranian's negotiatiors. But it will become increasingly clear - if it hasn't already - to Trump that all his escalatory options only deepen the lose-lose situation he has put himself in.
That's why Trump should never have listened to Netanyahu in the first place.
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₦₳V𝚜𝚝é𝚟𝚊 🇷🇺 ᴢ retweetledi

WEICHERT: Whatever Pentagon and CENTCOM are saying publicly, behind the scenes Iran is still firing missiles. Qatar is talking force majeure, may shut off production, Saudis are selling gold to fund operations. Iran is still targeting the real center of gravity, the region’s economies.
@WeTheBrandon
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₦₳V𝚜𝚝é𝚟𝚊 🇷🇺 ᴢ retweetledi
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₦₳V𝚜𝚝é𝚟𝚊 🇷🇺 ᴢ retweetledi

My personal YouTube account was removed by @YouTube -- what was the reason @TeamYouTube
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₦₳V𝚜𝚝é𝚟𝚊 🇷🇺 ᴢ retweetledi

Trump and his war supporters have declared victory from the first day. Iran has nothing: no missiles, communication, etc. etc.
Meanwhile, major targets throughout the region continue to get pummeled. The Strait of Hormuz is still closed. Israel's intercep ability is declining.
ILRedAlert@ILRedAlert
Jerusalem is under its third round of sirens in just an hour tonight, with residents once again urged to seek shelter immediately.
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₦₳V𝚜𝚝é𝚟𝚊 🇷🇺 ᴢ retweetledi

The jumps in the Brent and West Texas Intermediate oil price benchmarks actually understate the degree of dislocation, writes Alphaville's Robin Wigglesworth. Look at the long-term prices of Dubai and Omani oil to see the bigger picture: ft.trib.al/tTKXmCO

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₦₳V𝚜𝚝é𝚟𝚊 🇷🇺 ᴢ retweetledi

It wasn’t Russian air defenses
It wasn’t Chinese air defenses
It wasn’t American air defenses
It was a fully domestically built Iranian air defense system that tracked & hit the “stealth” F-35.
Built by Iranian engineers during MAXIMUM sanctions.
Never been more proud to be Iranian.
Arya Yadeghaar@AryJeay
Iran has published footage showing the exact moment when Iranian air defenses tracked & intercepted the American F-35 over central Iran. The IRGC says it locked & hit the F-35 over central Iran and severly damaged it.
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