
em_gorilla
75 posts

em_gorilla
@em_gorilla
EM credit guy. Here for the conversation not your subscriptions.


The chutzpah is staggering: Europe is whining about not being able to rely on the US at the exact moment Europe is demonstrating that the US can’t rely on them, depriving us of even minimal assistance in a battle against a global enemy of the West—which includes Europe, though they seem to have forgotten it. My column: "The War in Iran Was a Test for Europe. It Failed." batyaus.substack.com/p/the-war-in-i…


Iran is not going to drive oil prices to $200/barrel if Trump just walks away. They are going to be confused for two weeks and then will just charge everyone a small fee for transit, which everyone will gladly pay. If they get attacked again, they will re-close the Strait.

When will you realize that Trump is deliberately keeping the regime in power so that America can hold Iranians hostage, punish and humiliate them, devastate Iran, and loot its resources? If the regime changes, and Iran becomes a US ally, he can’t do any of that. We were betrayed.


This is a MUST read article by @smeslami & Zeynab Malakouti! It reveals how Tehran's calculations re the Straits have changed. Rather than use this leverage to negotiate an end to the war, Tehran is looking to establish a permanent transit fee mechanism and use its leverage to reestablish economic relations with countries who - due to US sanctions - have more or less ended their ties with Iran. responsiblestatecraft.org/strait-of-horm…

BREAKING: Trump says Kurds kept weapons sent to Iranian protesters "We sent Protesters a lot of guns. We sent them through the Kurds. And I think the Kurds kept them. We sent guns to the protesters, a lot of them. And I think the Kurds took the guns"






Markets typically bottom, when the rate of change improves





Trump’s Iran Ultimatum Has Boxed Him In The prospect of a negotiated agreement with Iran, at least under current conditions is close to nonexistent. In practical terms, talks are not even underway. And the terms that would make a deal possible from Tehran’s perspective are politically untenable in Washington: a halt to U.S. military pressure, credible guarantees against future attacks, tacit recognition of Iran’s position in key maritime chokepoints, and likely some form of compensation. This is precisely why the familiar “carrots and sticks” framework is unlikely to succeed. It assumes a willingness to trade concessions for relief. But Iran’s leadership today does not see itself under sufficient pressure to compromise. On the contrary, it views the current moment as one of strategic advantage. That reality raises a more troubling question: Is the president being presented with a clear-eyed assessment of Iran’s posture? The U.S. government has no shortage of seasoned Iran experts. Yet recent public statements suggest a persistent gap between Washington’s expectations and Tehran’s calculations. Mr. Trump’s ultimatum reflects that gap. By setting terms Iran is almost certain to reject, he has narrowed his own options to two unattractive paths. He can escalate, risking a sharp disruption to global energy markets and potentially severe damage to the international economy. Or he can step back without an agreement, a move that would hand Iran a narrative of resilience and erode the credibility of U.S. pressure. A third option, delaying the deadline under the pretense that progress is imminent may buy time. But it would come at the cost of further undermining U.S. credibility, both with adversaries and allies. There is, in short, no easy exit. And absent a fundamental reassessment of Iran’s strategic mindset, Washington risks making decisions based on a misreading of the other side, one that could prove far more costly than anticipated. #iran


JUST IN: Trump says he believes he'll be able to get a deal with Iran by tomorrow.





Too many Americans (especially those formerly in politics and who should know better) keep talking about NATO like it’s only about subsidising allies’ defence and not also about enabling US to forward project closer to its hegemonic rivals.