@HFI_Research Let’s see what Iran is still capable of doing before getting worried
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Hill Country MD
23K posts
Hill Country MD
@LSUtigerTrack
It doesn’t mean that much to me to mean that much to you
Tejas 加入时间 Şubat 2016
109 关注323 粉丝
It's really a pure coincidence that all of America's refineries are exploding and burning down during this war. Don't think much of it.
I have a feeling by the end of this war the US won't have any left.
𓅃 UAE Exotic Falconry & Finance@FalconryFinance
Isn't this the third plant to explode, first it was new jersey, then Florida
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Hill Country MD 已转推
The part that isn't being priced yet is the compounding.
Isfahan. Khorramshahr. South Pars. Ras Laffan. Kuwaiti refineries. Yanbu. Each strike adds to an infrastructure damage ledger that a ceasefire doesn't clear.
Peace talks move markets. Pressure reduction stations don't negotiate. The physical supply behind a reopened strait is being degraded in real time — and every day of shut-in adds to reservoir damage that outlasts any agreement by years.
The strait reopening and the supply chain recovering are two different events on two different timelines.
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Hill Country MD 已转推
This happened tonight. The same day Trump announced a 5-day postponement.
Here is what you need to understand about these specific strikes.
Isfahan is not a peripheral target. It hosts one of Iran's largest natural gas distribution hubs and sits adjacent to the Natanz nuclear site. Iran's grid operator pre-emptively took the gas pressure station offline before the strike. That means they had advance warning and still could not stop it.
Khorramshahr is a port city on the Iraqi border. Its gas pipeline feeds power stations that serve southwestern Iran, including Khuzestan, where 80% of Iran's oil production is concentrated.
These are not symbolic hits. They are surgical cuts to the energy arteries that keep Iranian oil infrastructure running.
Trump said 5-day pause this morning. Strikes happened tonight anyway. Either the pause does not apply to this actor, or the pause was the fake news.
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@ABBATHEOG @zerohedge When you’re fighting liars, sometimes you have to do the same. Tough luck, Iran. Throw some rocks back.
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@zerohedge But i thought trump said he was negotiating? That man is a born liar
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@JavierBlas The Saudis and Kuwaitis have learned they need to build large crude pipelines and a large loading terminal in Oman.
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As with its nuclear program, Iran can not unlearnt new knowledge. And Tehran has learnt lots in the last 4 weeks.
Iran assumed the Strait of Hormuz gave it a lever. But its effectiveness was unproven, and it didn’t know the response of the US and oil markets. Now, it knows.
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@nypost Would be a shame if that alderman found herself at the wrong place and the wrong time
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Chicago Dem slammed for suggesting Loyola student caused her own murder: 'Wrong place at the wrong time' trib.al/WNe7gBT
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It’s never going to stop being funny that they think this woman is some autistic genius instead of an autistic moron.
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@tweetuhtwit @Andy_Bloch @RealJamesWoods Solid argument
I’m more concerned about serious matters like not having a nuke go off on US soil.
Enjoy your TDS
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@LSUtigerTrack @Andy_Bloch @RealJamesWoods Actually, kissing Trump’s and Bibi’s ass is a much worse way to go through life. Pucker up, butter cup!
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Mandatory tutorial on how to manage money by the biggest fraudster in American history.
Governor Gavin Newsom@CAgovernor
Starting in the 2027-28 school year, California will offer a new personal finance course to high schoolers and require it for graduation beginning with the 2031 class. Every Californian should leave high school with the tools to manage money, avoid debt, and build wealth.
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@tweetuhtwit @Andy_Bloch @RealJamesWoods Small price to pay for making sure Iran doesn’t bring a nuke in a shipping container into a major US harbor
Enjoy hating America and Israel. Tough way to go through life.
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@LSUtigerTrack @Andy_Bloch @RealJamesWoods Paying for a war on Bibi’s behalf is not America first. Enjoy your $5.00 a gallon gas.
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@tweetuhtwit @Andy_Bloch @RealJamesWoods So $200B upsets you but adding $8T to the debt didn’t. How intellectually honest is that?
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@JavierBlas Maybe they still have some F4 Phantoms that we haven’t located
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Iran responds to Trump’s 48-hour ultimatum:
“… the critical infrastructure, energy infrastructure, and oil facilities throughout the region will be considered legitimate targets and will be destroyed…”
محمدباقر قالیباف | MB Ghalibaf@mb_ghalibaf
بلافاصله پس از هدف قرار گرفتن نیروگاههای برق و زیرساخت در کشورمان، زیرساختهای حیاتی و زیرساختهای انرژی و نفت در سراسر منطقه اهداف مشروع تلقی شده و به نحو بازگشتناپذیر منهدم خواهند شد و قیمت نفت برای مدتها بالاتر خواهد رفت. وألقِ ما في يمينك تَلْقَفْ ما صَنَعوا.
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@SpencerGuard @IDF Three weeks in. Should the US have surrendered to Japan after Corregidor?
Just unbelievable the lack of patience of correcting 47 years of appeasement.
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“Decapitation strikes don’t work,” they say. “The strategy isn’t working,” they say after 5, 10, or 20 days.
Strategic effects are cumulative. Impatience is not analysis.
Let's review just what Israel has stuck in Iran according to @IDF 🧵
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@chris_hazelman @Andy_Bloch @RealJamesWoods Why don’t you work on fixing the train wreck in Australia before inserting yourself in US matters, mate.
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@tweetuhtwit @Andy_Bloch @RealJamesWoods Biden adding $8T to the US debt by letting millions if unvetted illegal aliens in must have really upset you
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@JavierBlas So how much damage have they incurred by having their military, leadership and nuclear programs in exchange for that “windfall”?
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Aside the relaxation of US sanctions on Iranian oil, for Tehran the big win is the fact that >20 days into the war, it’s still exporting oil via Hormuz. At ~1.5m b/d (and assuming $85 a barrel) that’s a ~$2.5 billion windfall since the war started. And the $$$ keeps going up.
I don’t believe Tehran ever thought that would be a possibility when it war gamed any conflict with the US and/or Israel. Surely they assumed that if they closed the strait for others, it would be closed for them, too.
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@RealJamesWoods First, become a Democratic politician. Then start stealing $. You’ll be rich in no time!
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@Andy_Bloch @RealJamesWoods Trump never bankrupted a state
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@RealJamesWoods His companies have declared bankruptcy 6 times!
Oh, wait, that was Trump.
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@biancoresearch I guess they haven’t run out of rocks to throw at us
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