4 thoughts on “News/Politics 4-13-26

  1. Here’s your required reading for today.

    It’s long, but thoroughly explains what is about to happen to Iran now that talks broke down.

    It’s a 10 tweet thread that explains how Iran is about to be crushed

    https://x.com/i/status/2043456536454836467

    “1/10 The U.S. naval blockade of the Strait of Hormuz would cost Iran approximately $276M/day in lost exports and disrupt $159M/day in imports, a combined economic damage of ~$435M/day, or $13B/month.

    Over 90% of Iran’s $109.7B in annual trade transits the Persian Gulf. Oil/gas accounts for 80% of government export earnings and 23.7% of GDP. Kharg Island alone generates ~$53B/year, or as I noted to @TIME, “$78 billion a year in energy revenue.”

    “2/10 CRUDE OIL: Iran was exporting ~1.5M barrels/day, earning $139M/day at wartime pricing (~$87/barrel), though with minimal proceed repatriation due to banking sanctions. A blockade zeroes this out overnight. Kharg Island, which handles 92% of crude exports, sits deep inside the Gulf with no viable alternative. That’s $139M/day, gone.”

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    “3/10 PETROCHEMICALS: Iran exported $19.7B in petrochemicals in 9 months of 2024/25, ~$54M/day. Virtually all of it ships through Assaluyeh, Imam Khomeini, and Shahid Rajaee, all inside the blockade zone. No overland route can move these volumes. Another $54M/day, gone.”

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    Click and read on….

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