7 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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  2. Can’t read twitter streams but this blockade raises question;

    So far the US Navy has avoided the actual Straits and rightfully so — its far too dangerous. Will they be willing to intercept tankers that are still in Iranian territorial waters? If the US Navy attempts to intercept tankers along the Iranian coast they open themselves up to naval drones. These drones forced the Russian Black Sea fleet into ports far away from Ukraine. And yes Ukraine did not even have a navy. Iran should have similar capabilities.

    Will the US Navy use missiles or any type of ammunition upon civilian tankers to enforce the blockade? That would be both an environmental disaster and a war crime. If they were to rely on interception and boarding parties, they run the risk of exposing themselves to Iranian drones from the coast.

    The US has prevented Venezuela oil from reaching Cuba but allowed a Russian tanker through to Cuba. If India, China or Russia flagged tankers are coming and going from Iran will the US risk a wider war to enforce the blockade. Is Trump setting the US Navy up to either fail (can’t intercept Chinese vessels) or widen the war (fire upon Chinese vessels)

    Without the influx of Iranian oil to India, Japan, etc oil prices will continue to rise and a global recession will occur. Is Trump willing to risk economic collapse?

    Blockade sounds macho and action oriented but it’s full of risks. Of course previous regimes from Reagan onward knew the problems of an Iranian war but only Trump didn’t listen to his own experts.

    hrw

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  3. The CBS poll does not suggest approval of Trump’s Iran policies. The first line — open the Straits of Hormuz — is a neutral need and a desire to return to pre war policy. By attacking Iran, US/Israel caused Iran to close the Straits. Any “war gamed” attack on Iran predicted this action yet the attack still occurred.

    The second and third line is ambiguous feel good claims — almost anyone would want Iranian people to be free, but how is the question

    The final line about stopping Iran’s nuclear program is like the first line asking people to approve of fixing a Trump error. In his first administration, he tore up the Obama era treaty that put a halt to Iran’s nuclear program. The negotiations in Pakistan revealed that Iran’s position has moved back and the US position is a compromise on Obama’s treaty.

    Finally, the assertion that the above demonstrates the American people approve of Trump’s handling of Iran is false. When asked a simple question — do you approve of Trump’s actions in Iran, the split is 60-40 against. Here’s a Pew poll that asked a fairly simple question; its a bit dated but I doubt’ things have changed much

    https://www.pewresearch.org/politics/2026/03/25/americans-broadly-disapprove-of-u-s-military-action-in-iran/

    hrw

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