
ANONYMOUS FRIEND
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ANONYMOUS FRIEND
@donttrustdems
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🇮🇷🇺🇸🇮🇱 Iran's FM after U.S. and Israel bombed what Iran calls the "MIT of Iran": "1,400 years ago, Prophet Muhammad said that even if knowledge was situated in the distant Pleiades, Iranians would be capable of attaining it. Aggressors will see our might." More than 30 universities have been hit in the war so far. Source: @araghchi



🚨 With the Strait of Hormuz choked, this turns into a supply shock and not just a price spike ~20% of global oil flows through that narrow strip, so whoever depends on Gulf barrels suddenly discovers how fast “strategic reserves” turn into a countdown clock. 🇺🇸 United States ~19 mb/d mostly domestic. Still exposed to price shocks because oil is a global market, but physically insulated compared to everyone else. It hurts at the pump, not in the supply chain. 🇨🇳 China ~16 mb/d with heavy Gulf exposure. Not helpless, but rerouting isn’t instant and demand is massive. 🇮🇳 India ~5.6 mb/d with limited reserves. This is where “crisis mode” stops being dramatic and starts being policy. 🇯🇵 Japan and 🇰🇷 South Korea have stockpiles, but no domestic production. The clock is real here. 🇸🇦 Saudi Arabia can bypass some volume via pipelines, but nowhere near Hormuz scale. 🇷🇺 Russia stays awkwardly comfortable, sanctioned but largely self-fed. 🇩🇪 Germany isn’t running out tomorrow, but high prices hit industry first, which is its entire personality. The question who consumes the most though is strategically incomplete. Consumption matters less than dependency in a chokepoint crisis, and right now the chokepoint decides who sweats. @jackprandelli, @TankerTrackers











TUNE IN: Tomorrow night at 9PM ET, President Trump will give an Address to the Nation to provide an important update on Iran.














