re: James Lindsay Opinion Piece on the Iran Deal

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the "No the US controlled the strait" narrative is foolish.

China put in a lot of work to keep oil somewhat stable, but they couldn't keep that up in perpetuity.

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All confirmed by Trump's own posts. But if you or anyone else says it it's "TDS! You Kamala lover!"

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I think the Israelis will probably be the ones to fill that gap over the next year or two. And foment a Iranian civil war.

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I think that depends on the investment opportunities in Iran and if the right investors fill the void.

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This piece does not speak to the fact that Iran was able to leverage all their gains from the deal via control of the Straight of Hormuz and can, at any point, exert said control again.

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The NPC talking points are out and they say the SOH has no value anymore and had no impact on this deal.

It's almost too much to bear isn't it, for the US to come off looking good.
Back in your hole.

In your world, does "low IQ cult followers" qualify as "throwing an insult"?

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looks pretty controlled to me

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Then why couldn't we get transport rates through the strait back to 2025 levels?

The inability to do this broke the US and brought us to the negotiating table, mind you.

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Then why couldn't we get transport rates through the strait back to 2025 levels? The inability to do this broke the US and brought us to the negotiating table, mind you.

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USN shut it down



all the way down

shut down = controlled

and apparently the USN secretly snuck through 100mm barrels on supertankers and nobody knew

because the USN controlled it

there are tons of videos on YT on what actually happened May 7 if you care to watch

that was the day we took absolute control of the SOH by destroying the bandar abbas missile city and the underground fast boat lauches

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The inability to do this broke the US and brought us to the negotiating table, mind you.

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see I disagree, I think what actually happened was we choked iran enough

they have not sold any oil since april
they are out of storage since early may
they are shutting in production they may not get back
they are drowning in oil they cant sell
they dont have water for 10 million people
they are paralyzed economically

looks to me when the USN seized total control of SOH access in and out we proved a point that Iran fully understood on May 7 2026

the next step was destroying the loading docks at Kharg, but that would have lead to total collapse and a lot more dead civillians because iran would have zero path to recovery

I think the US brought them to the precipice and now we are taking off the chokehold, rolling them on their side and seeing what they will do

FTR West Texas and NM crude are wide open and crude pipelines are at max capacity
I was in league city at marathon last week and all of the talk was Texas Coast refineries that can run venezuelan crude are wide open

crews are everywhere in port of houston, galveston, corpus etc doing maintenance and refurb

corpus is receiving heavy crude shipments from SAM almost daily
look at the shipping maps of the GOA and look at the supertankers going in and out

the world is adapting, when iran’s crude comes fully onto the market, crude futures are going to continue to tumble

that is before UAE finishes their pipeline

KSA rail and trucks and pipelines are all flowing to jeddah

the SOH artificial dam has been broken, opening it fully to trade normalizes everything else like fertilizer, petro chem etc

what do you think trump and Xi really talked about? china buying us crude and Trump’s plan to return global trade to normalcy so china can try to regroup