@biancoresearch Isn't the tank top theory/narrative just BS? Iran has experience regulating, restarting wells and drilling plenty of new ones... Plus the blockade seems to be leaky?
English
AlphaPeterGamma
1.1K posts
AlphaPeterGamma
@alphapetergamma
Reading news, talking to companies, calling out BS
Katılım Şubat 2010
337 Takip Edilen40 Takipçiler
The bottom line is the Iran War is "stuck."
No War (shooting)
No Peace
No Shipping
No Crude Oil, LNG, Fertilizer, and/or Helium
And it will stay "stuck" until circumstances change. The most likely change ...
* The US/Israel restart kinetic attacks with the goal of forcing the Iranians to their position
* The Iranians hold the stalemate long enough to drive up crude oil prices to intolerable levels for the developed world to get the US/Israelis to accept their positions.
I guess a third option is that the blockade imposes unbearable economic pain on the Iranians to force them to accept the US positions.
I say "guess" because the thinking now is this might take a long time, which plays into the Iranian point above about holding the stalemate to drive up crude oil prices to intolerable levels.
As we are starting to understand, the Iranian regime has a high tolerance for economic pain, and the larger population cannot overthrow them. So, the maximum pain point, the so-called "tank top" of their crude oil storage facilities getting full, might be several weeks away.
Javier Blas@JavierBlas
Trump says Iran is asking for things he "can't agree with." But in reality, what he means is that he doesn't **want** to to agree to them. Ultimately, however, this is a negotiation. Both sides would have to swallow stuff they say they would never accept. The only question is about how would have to be more flexible: Iran or the US.
English
@FoxNews NOW: Pentagon gives update on Operation Epic F**kup
English
BREAKING: Secretary of War Pete Hegseth calls out America's allies: "The time for free riding is over."
"America and the free world deserve allies who are capable, who are loyal, and who understand that being an ally is not a one way street."
"We barely use the Strait of Hormuz as a country. Our energy doesn't flow through there, and we have plenty of energy."
"We are not counting on Europe, but they need the Strait of Hormuz much more than we do, and might want to start doing less talking and having less fancy conferences in Europe and getting a boat."
English
@1776Dca @zerohedge You forgot "that anybody has ever seen before"
English
@zerohedge “It’s the most beautiful naval blockade in modern history, maybe the greatest of all time”?
English
*TRUMP: NOBODY'S TRYING TO GET THROUGH US BLOCKADE
*TRUMP: WHAT WE'VE DONE ON HORMUZ BLOCKADE HAS BEEN AMAZING
zerohedge@zerohedge
*TRUMP: IF PUTIN CAME TO G-20 IT'D BE HELPFUL *TRUMP: PUTIN ISN'T GOING TO G-20 THAT I KNOW OF
English
@zerohedge Iran is advanced at drilling and developing oil and gas fields, off-shore too. Maybe the "Iran can't survive the shut in" narrative is a little bit sketchy?
English
Shut-ins are ugly: once in place, the ability to restart production depends greatly on overall viability of infrastructure. If old and worn out, it could lead to permanent halt, requiring billions in new capex to renew infra and resume pumping. That's what Trump is going after
zerohedge@zerohedge
Tehran Timeline: Iran Has 15 Days Until Its Oil Industry Begins Full Shut-Ins zerohedge.com/markets/tehran…
English
@xenologian @Microinteracti1 He did what exactly? Closed the strait? Raised the price of oil and gas around the world and at home? Killed thousands? and spent a bucket load of taxpayer $$$ doing it? We are all going to suffer and are still scratching our heads wondering what it was all for exactly...
English
@Microinteracti1 You babies are a little too late, Trump did it single handedly and now you are trying to take credit? Well truly not shocking from ideologues, imbeciles, people with no backbone and on someone elses Agenda. Trump got shit done, deal with it.
English
On February 28th, Trump started bombing Iran. No coalition. No allies. No plan.
Today, 54 countries met in Paris to clean up his mess.
Britain. France. Germany. Australia. Iraq. Indonesia. South Korea. Norway. Singapore. Over a billion people in the room.
Not invited: the United States.
Mine-clearing drones. Naval escorts. Warning systems. Adult things.
Meanwhile Trump blockaded Iranian ports alone and called it victory.
A man who can’t organize a cabinet. Can’t keep a room.
Handed the most powerful military on earth. And still ended up eating alone 😂.
Gandalv / @Microinteracti1
Politics Global@PolitlcsGlobal
🚨🇬🇧 NEW: 54 countries attended Keir Starmer and Emmanuel Macron’s “Strait of Hormuz Maritime Freedom of Navigation Initiative” virtual meeting Countries represented by leaders: 🇬🇧 United Kingdom 🇫🇷 France 🇮🇹 Italy 🇩🇪 Germany 🇦🇺 Australia 🇧🇪 Belgium 🇧🇬 Bulgaria 🇨🇦 Canada 🇰🇷 South Korea 🇩🇰 Denmark 🇩🇯 Djibouti 🇪🇪 Estonia 🇫🇮 Finland 🇬🇷 Greece 🇮🇩 Indonesia 🇮🇶 Iraq 🇽🇰 Kosovo 🇱🇻 Latvia 🇱🇹 Lithuania 🇲🇰 North Macedonia 🇲🇩 Moldova 🇲🇪 Montenegro 🇳🇴 Norway 🇳🇿 New Zealand 🇳🇱 Netherlands 🇵🇹 Portugal 🇨🇿 Czech Republic 🇷🇴 Romania 🇸🇬 Singapore 🇸🇰 Slovakia 🇸🇪 Sweden 🇺🇦 Ukraine [@JorgeLiboreiro]
English
@MM7505931268981 @Microinteracti1 Do you just read Trumps tweets and assume everything he says is true? Read the room, nobody else is buying it. The strait is closed. There is no deal. Iran did not agree to hand over nuclear materials. The strait was open before the war and closed because of it. It's a real mess.
English
@Microinteracti1 What mess exactly? Trump
Opened the strait and the USA is working with Iran on a peace no nukes deal. So, what exactly did these counties meet for since they did nothing and contributed nothing.
The USA footed the bill
And the attack and no nuke deal with Iran not these idiots.
English
English
We should just leave NATO. They’re as useless as John Thune.
Eric Daugherty@EricLDaugh
🚨 HOLY CRAP. President Trump just told NATO to SCREW OFF, saying they're a "paper tiger" "Now that the Hormuz Strait situation is over, I received a call from NATO asking if we would need some help. I TOLD THEM TO STAY AWAY, UNLESS THEY JUST WANT TO LOAD UP THEIR SHIPS WITH OIL. They were useless when needed, a Paper Tiger!" Devastating burn for NATO. Trump NEVER forgets.
English
@Politomato @FoxNews "we fought for that strait and kept oil flowing" ?
Absolutely none of that is true. Where on earth have you been getting your information from?
English
@GBNEWS Unfortunately your article is behind a Paywall.
But who in their right mind will pay to read it?
You clearly live in an alternative reality.
English
America just triumphed on the world stage - and its haters are too blind to see how - Alex Armstrong gbnews.com/opinion/donald…
English
@bennyjohnson Who actually believes information coming from the White House about the Iran war right now?
English
White House Press Secretary says reports that Iran has closed the Strait of Hormuz are “false”.
English
@catturd2 Your favourite tweet is his threat toward a nation of 90 million people to commit war crimes, targeting and destroying civilian infrastructure? It is utterly evil. What is wrong with you?
English
@amuse @chrismartenson They’re getting the info from China and Russia. This only inhibits Americans from knowing what happened
English
Of course you do traitor.
TheBlaze@theblaze
Former CIA Director John Brennan: "I tend to believe Iran more than Donald Trump."
English
@Megatron_ron @grok is anything Joe Kent says in this clip classified information?
English
@catturd2 I thought Trump already completely destroyed Irans nuclear programme last year?
English
@RishiSunak @thetimes Another billionaire is telling us what to think, and to prepare to fight another war started by a billionaire. Please let us know when your children are deploying to the front lines to lead the charge.
English
Iran is attempting to put a dagger to the throat of the world economy.
We in Britain must remember what the Romans taught us: if you want peace, prepare for war.
My column in @thetimes 👇
thetimes.com/business/econo…
English
@MarioNawfal I hear friendly states provide the satellite position data. You dont list this in their options.
English
🇮🇷 1. REAL-TIME, PRECISE TARGETING:
The carrier moves at 30+ knots and constantly changes position.
Iran needs continuous tracking data within the last 20~50 km (for terminal homing).
→ Their current options: coastal radars, drones, fishing boats, or limited over-the-horizon radar.
They lack good military satellites for this.
English
🚨🇮🇷🇺🇸 The Iranian military just claimed they targeted the USS Abraham Lincoln aircraft carrier.
America’s most powerful warship in the Gulf is now directly in their sights.
But is such a feat even feasible? Or worth it?
The carrier may seem like an easy target, but to actually take down that thing, well... is extremely difficult
No country has sunk a U.S. supercarrier in combat since WW2, and experts assess Iran’s chances as very low even in 2026.
Here’s what they would realistically need at the absolute minimum:
Mario Nawfal@MarioNawfal
🚨🇺🇸🇮🇷 Trump just defined what victory looks like. Either Iran announces unconditional surrender. Or America bombs until there's nothing and no one left to fight with. Surrender or annihilation. Trump takes both. Axios
English
Tell this POS coward to go F- himself. Cut off all ties to the UK.
AJ Inapi (Allan)@aj_inapi
Keir Stammer gets a request from the US to use their bases before the strike on Iran. Keir Stammer says NO! US strikes Iran anyway... Iran sends missles to UK bases Keir Stammer says the US can now use our bases to stop the missles at the source. If I were President Trump, I'd tell him to GFH and protect his own bases. Beta male looking stupid on the global stage.
English