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softwaredoug 3 hours ago

My understanding is we haven’t gotten to full Hormuz apocalypse mode because the Chinese have a ton of stockpiles. And the Red Sea has been an option.

Those conditions seem to be changing.

AnotherGoodName 2 hours ago | parent | next [-]

The Houthis also explicitly allow Chinese vessels and Chinese ships have been able to traverse the red sea without issue. Which means China actually has more ability to access oil than other countries right now.

I suspect the Chinese won’t be happy with the pipeline and refinery attacks on Saudi Arabia but i also assume that there will still be plenty of Chinese bound oil for the foreseeable future.

rurp an hour ago | parent | prev | next [-]

Yeah Chinese oil reserves were much larger than was publicly known. They immediately cut imports by a massive amount as soon as the war started and have been able to keep it up for months. Without that the economic fallout would have been far greater.

Not that they are doing it for this reason, but they have done a lot to shield trump from the consequences of his stupid war. But those supplies can only hold for so long; things can get much worse for the world economy in the near future.

0cf8612b2e1e 18 minutes ago | parent | next [-]

China took 5.5 million barrels per day of demand off of the table overnight. A quarter of what went through the strait. They single-handedly stopped catastrophe by months.

Even with that, global strategic petroleum reserves are quickly draining. Last I looked, the US was down to ~290M. There is a legal limit of 250M (though laws don’t matter anymore). The structural floor is also estimated to be somewhere north of 200M.

The world is about to not be able to meet all oil demand for any price.

klaff an hour ago | parent | prev [-]

China is also reducing gasoline and diesel use by adoption of EVs.

mmooss 2 hours ago | parent | prev | next [-]

Per the OP, the Houthis say only Saudi ships are blocked, everyone else is safe.

ericmay 2 hours ago | parent | prev | next [-]

Well at some point the problem becomes so acute that others in the world are going to have to step up and help solve it.

Iran can't have a nuclear weapon. It's an intolerable premise and if the price to be paid is global oil catastrophe it's a price well worth paying and America will force the issue as we have. You can deny this or you can accept that other actors have agency in the world and interests and they may take action that negatively affects you indirectly. You can help them, ignore them, fight against them. But we live in a world where other countries and other people will do things and you have to figure out how to best deal with it.

We have seen what happened with North Korea, but at least China and Russia can somewhat keep a lid on it. Which is the minimum they owe the rest of us since they created that problem. Iran's government is ideological in a way that westerners don't really understand (and to some extent Putin is too via his desires regarding Ukraine but the Russian system isn't too alien to our own views - they play tennis and vacation in Europe and all that stuff). Their government is simply not interested in the things that you and I are interested in.

With Iran you add in the pursuit of a nuclear weapon, Iranian continued attacks coordinated in Iraq, Syria, Yemen, and Israel via Palestine and it's desire to continue to destabilize the region, supporting Russia's war against Ukraine, and helping Russia evade sanctions (never mind domestic repression and murder) and you've really got a problem on your hands that needs solved one way or another if we're going to go the whole peace and stability for the globe route. The primary problem right now is that the rest of the world would rather see the United States take care of this problem (and it's having a tough time but there's a lot of nuance there) then to help because if you are Europe you're somewhat on Iran's side for some god awful reason, if you are Russia, well you work with Iran, if you are the gulf powers you have no power besides your oil, and if you are China you are not going to spend any resources (nor do you have power projection capabilities). So what do we do?

You can sit here yelling until you are blue in the face that this is Trump's war, or he shouldn't have started it (ignoring history) or some nonsense about ancient colonialism (Iran itself is attempting to be a Neo colonial power) or how Israel is so bad or something but Iran's behavior in the region simply cannot continue if you value peace and stability and global trade. Yea whatever Trump isn't a force for that either I get it, but that's not a good argument to make things worse by also letting Iran do crazy shit.

China's stockpiles are dwindling, strategically that's bad for China especially if they want to invade democratic Taiwan. You still need oil to run the military, no amount of batteries are going to power jet fighters or missiles for the foreseeable future. But dwindle they will and eventually China (and others) will be forced to buy oil and it will raise prices. We're all going to have to deal with that eventuality.

Russia's invasion of Ukraine also cut off large amounts of oil and gas supplies via sanctions, and the United States clamping down on both Venezuela and Iran has further restrained oil supplies as the US has also gone after Russian shadow fleet tankers which were adding additional capacity to the market. The EU has done a little bit here too after the US led the way.

Global chokepoints are a problem. Having so much of the world (primarily Asia) rely on oil and gas from the Middle East where you've got these militant groups funding by Iran who can at a whim decide if they don't get some concession that they're going to cut off oil for everyone else is intolerable. Again, say what you want but we as a planet should not be beholden to this kind of behavior.

marcyb5st 2 hours ago | parent | next [-]

> Iran can't have a nuclear weapon. It's an intolerable premise and if the price to be paid is global oil catastrophe it's a price well worth paying

Says you.

All other nuclear nations behave (even Pakistan and India, which are at each other throat all the time). What makes you think that Iran won't? It will also have Russia and China keep a lid on them, same as North Korea. And I don't buy the "Iran is different" gospel. North Korea and China have completely different mindsets than the western world and still play ball.

Additionally, if Iran really is that adamant in getting nukes, I can see them asking some enriched material to Russia as a payment to the 100s if not 1000s of drones they are giving them. They share a "land" border through the Caspian sea and smuggling a few 10s of kilos of enriched material would be relatively easy.

Finally, it is not a good proposition if the hypotethical benefits will be reaped by US/Israel while the suffering is globally spread.

andriy_koval 2 hours ago | parent | next [-]

> even Pakistan and India, which are at each other throat all the time

Iran is way more aggressive in spreading influence in region (hoothis, hezbollah, hamas, Syria, Iraq, denying Israel existence).

nish__ 25 minutes ago | parent [-]

Iran is Muslim. They believe in eye-for-an-eye punishment unlike the west. And, since they adopted Palestine, and Israel killed 70,000 innocent Palestinians, Israel knows they have it coming to them. This is why they're so concerned with "justifying" their actions. This is also why they are so adamant on ensuring Iran not have power. Because Iran is the most likely state to give the west what it deserves for terrorizing the middle east for decades.

737min 3 minutes ago | parent | next [-]

There is no evidence Israel killed 70,000 innocents. But there is strong evidence Iran killed 40,000 demonstrators and Hamas killed 1,000’s innocent.

andriy_koval 22 minutes ago | parent | prev [-]

Yemen is far from Israel, the same as Syria is not tied to Israel. Iran confronts other Suni regional powers in addition to Israel.

boplicity an hour ago | parent | prev | next [-]

> All other nuclear nations behave

Russia, China, the U.S., North Korea, Israel. These are all countries that absolutely do not behave. Each commits atrocities on a regular basis. Them having nukes makes accountability much more difficult.

Just to be clear: the current situation is a huge mess caused by one deranged leader.

ericmay an hour ago | parent | next [-]

> Just to be clear: the current situation is a huge mess caused by one deranged leader.

Sorry that's just dead wrong. This doesn't happen in a vacuum. I mean you could simply add Netanyahu and make your statement incorrect here. Nevermind all the other actors, Iran's deranged death cult, and more.

pasquinelli an hour ago | parent [-]

no, it is just trump. netanyahu's been pushing for this for decades, but prior presidents just didn't let themselves be pushed.

as for iran, they've been the picture of restraint since trump's first term.

rayiner an hour ago | parent [-]

> as for iran, they've been the picture of restraint since trump's first term.

They tried to assassinate Trump, before he did any of this!

pasquinelli 28 minutes ago | parent [-]

my reflex was to think that sounds like a lie israel would tell to get trump to go to war with iran, but i realize my reflexes aren't always right, so i looked it up and it turns out, yes, it's obviously an israeli lie and the only reason you'd believe it is because you really want to.

rayiner 3 minutes ago | parent [-]

[delayed]

mikem170 37 minutes ago | parent | prev [-]

> Just to be clear: the current situation is a huge mess caused by one deranged leader.

Agreed. The situation is worse than before the U.S. attack.

Iran has proven they can control the straight, threatening the world's energy supply. This is a more powerful weapon than a nuke (which multiple agencies, including U.S. intel, said they didn't have when this all started). New leadership in Iran is more galvanized against the U.S. than ever.

The U.S. already lost this war. Iran is dictating terms. Allies in the region have seen that the U.S. cannot protect them, and are making other accomodations, reducing U.S. influence in the region and beyond.

chasd00 a minute ago | parent [-]

> The U.S. already lost this war. Iran is dictating terms. Allies in the region have seen that the U.S. cannot protect them, and are making other accomodations, reducing U.S. influence in the region and beyond.

literally no part of this sentence is accurate.

ericmay 2 hours ago | parent | prev | next [-]

> They share a "land" border through the Caspian sea and smuggling a few 10s of kilos of enriched material would be relatively easy.

I'm not a nuclear weapons expert but from what I understand the United States and others are pretty easily able to identify where enriched material comes from. Also we probably have eyes on the material in general and can see where it is being moved. It has to be stored in places, put into a missile, &c.

But if your argument were to be taken to be correct you're also highlighting the problem with the JCPOA. Well, one of them at least.

LtWorf 2 hours ago | parent [-]

> the United States and others are pretty easily able to identify where enriched material comes from

Maybe, if you let them inspect the material…

ericmay an hour ago | parent [-]

Well that's a big IF. Iran wasn't allowing inspections, also we shouldn't need a special deal with Iran or else they build nuclear bombs and try to kill people.

But what I meant was that if a weapon was used we'd be able to identify the signature of the material used and pinpoint the exact location on earth that it came from. In other words, if Russia "easily" (again that's an another feather in the cap agains the JCPOA) sent material to Iran and they used it and built a bomb and used it we'd know it came from a Russian mine. Of course they could maybe steal material from somewhere else and then Russia could transport that but hey, look where we're at. We've got Russia who invaded Ukraine supplying nuclear material to Iran to build a bomb. Maybe we shouldn't be on team Russia/Iran yea?

autoexec 38 minutes ago | parent [-]

> Iran wasn't allowing inspections,

That isn't what the International Atomic Energy Agency said https://www.washingtonpost.com/world/national-security/iaea-...

At least before Trump started playing games Iran was in compliance

rayiner an hour ago | parent | prev | next [-]

> All other nuclear nations behave (even Pakistan and India, which are at each other throat all the time). What makes you think that Iran won't?

Because Iran's leadership is actually crazy.

walls a minute ago | parent | next [-]

Yet none of the things happening now have ever happened before.

corford 31 minutes ago | parent | prev | next [-]

And North Korea?

martythemaniak 26 minutes ago | parent | prev [-]

For real, you just gotta go on Haqq Social and it's just endless deranged AI slop, these people are crazy.

stickfigure an hour ago | parent | prev | next [-]

> All other nuclear nations behave [...] What makes you think that Iran won't?

Iran already misbehaves, exporting violence to the entire region. How do you think they are going to act when they have nuclear weapons?

qlte an hour ago | parent | prev | next [-]

  > And I don't buy the "Iran is different" gospel.
It's funny reading literature from the mega hawks in US politics during the Cold War.

Descriptions of the Soviet leadership basically word for word use the same apocalyptic terms used for the ayatollahs/IRGC by current neocons about Iran. Just swap in "Islamist" for "Communist" as the current ideology that makes any kind of realpolitik impossible.

"These leaders aren't rational like previous adversaries, they don't fear annihilation, in fact they want catastrophe to prove their own fatalist belief system. There can be no negotiation with this sort of enemy, their singular goal is our destruction even at the cost of their own lives."

It's always different this time, and all assumptions about self-serving human nature need to be thrown out the window. Anyone who thinks force isn't the only solution is a naively deluded suicidal peacenik. All out war right now on our terms is the only rational way to avoid world destruction.

throwitaway222 2 hours ago | parent | prev [-]

Because they'll be the first to use it to kill millions since the 1940s

mitxela an hour ago | parent [-]

Plenty of nations have killed millions since the 1940s.

rconti 2 hours ago | parent | prev | next [-]

If we accept your premise, the current war has made us less safe, because we've had previous, stronger nuclear deals that have now been torn up in a failed attempt to replace their leader with someone more favorable to the US.

ericmay 2 hours ago | parent [-]

Iran probably wasn't following the JCPOA, denied inspectors access to certain sites, and you'd also have to say you 100% trust American intelligence to verify that Iran isn't building a nuclear weapon in secret and if you want to do that I've got a war to sell you in Iraq.

Separately that doesn't resolve the other issues, funding militant groups, &c.

SimianSci 2 hours ago | parent | next [-]

Using your reasoning, you can basically throw out any structured system that doesn't comply with your own untrustworthy feelings of security. You can essentially point at any shadow within the borders of Iran and claim there are hidden actors conspiring towards your undoing.

What aside from their total annihilation or subjugation would ever convince you of your (Israel's) safety?

ericmay an hour ago | parent [-]

But using your own reasoning then Iran is a signatory of the Nuclear Non-Proliferation Treaty so they are also throwing out a structured system that doesn't comply with their own feelings.

cdmckay an hour ago | parent [-]

There’s zero evidence Iran was developing nuclear weapons

nekusar an hour ago | parent [-]

Then I have some Siemanns Uranium Hexafluoride centrifuges for sale. Just have to come to Natanz, Iran!

They might have blown up due to the Israeli malware incident.

dalyons 2 hours ago | parent | prev | next [-]

Do you think in the current situation they are more or less likely to try for a nuke than before?

ericmay 2 hours ago | parent [-]

I don't think there's any change. But I think it's less possible.

vjvjvjvjghv an hour ago | parent | next [-]

I think they are more motivated than ever and other countries will follow. North Korea shows that Trump will kiss the ass of countries that have nuclear weapons, no matter how bad they are. And he will kick around countries that don’t have them. If I were Iran, I would put every possible effort into obtaining nuclear weapons. Probably from Trump’s best friend Kim Jong Un.

etchalon an hour ago | parent | prev [-]

There's zero evidence its less possible, including counter evidence it remains possible because we keep being told we have to attack Iran to prevent them from attaining a nuclear weapon.

So apparently, we've yet to do anything to prevent them from doing it.

We've just killed children.

ericmay an hour ago | parent [-]

> We've just killed children.

They killed more than 30,000 of their own people including children and support terrorist regimes in multiple countries that also kill children.

> There's zero evidence its less possible

On the other hand we bombed the nuclear facilities so what increase in nuclear weapons capability do they have that you are thinking about here? If there's something that has changed I'd be curious to read about it or your thoughts since that would change my opinion.

etchalon 16 minutes ago | parent [-]

So your argument is its cool that we killed children because they've also killed children? Hell of a take.

The evidence we bombed their nuclear facilities is essentially this administration telling us we bombed their nuclear facilities.

This administration does not have a track record of providing the public with honest assessments of their success.

If we've successfully stopped them from developing a nuclear weapon, which was stated as the point of our preemptive aggression, I'd need a very good reason why we continue to spend billions attacking them.

mikem170 23 minutes ago | parent | prev | next [-]

> Iran probably wasn't following the JCPOA

Source?

mmooss an hour ago | parent | prev [-]

> Iran probably wasn't following the JCPOA

When are you talking about and what is that based on? It was the US that withdrew; the other countries continued. US intelligence concluded that Iran had no nuclear weapons program (or maybe, no active one; I don't recall).

> you'd also have to say you 100% trust American intelligence to verify

Nope, the plan was for the IEA to do their thing with on-the-ground inspectors, sensors, etc. As just one example, nuclear materials leak radiation and they can find indications of it in air, soil, etc., around faciltiies. Edit: Also, many other countries were involved and looking closely, including European powers and Israel.

MSFT_Edging 2 hours ago | parent | prev | next [-]

> Iran can't have a nuclear weapon. It's an intolerable premise

Actions have consequences. The continual attack on the sovereignty of countries around the world has made nuclear weapons one of the few ways to avoid being a client state of the US at the expense of your own population. Iran has figured out another method it seems.

This is blowback. The simple lesson that we refuse to learn.

ericmay 2 hours ago | parent [-]

> The continual attack on the sovereignty of countries around the world has made nuclear weapons one of the few ways to

Name the other countries pursuing a nuclear weapon. Maybe you are drumming up a fear that nobody else really has.

drTobiasFunke an hour ago | parent | next [-]

There is no large country left which is not an American client state to pursue nuclear weapons . India was in the 90s, and they pursued nukes, tested them and got sanctioned by the west.

mmooss 2 hours ago | parent | prev [-]

They don't announce their secret nuclear weapons programs before they are complete (though they are sometimes discovered), but some countries have violated international law and developed them, precisely to protect their sovereignty:

  - North Korea
  - Israel
  - India
  - Pakistan
All retain their sovereignty, though I can't prove any causal effect and certainly nuclear weapons isn't the only cause.

Others have pursued them, includng Libya, South Africa, etc. Libya agreed to surrender their program, and then their government was deposed with Western help. Ukraine gave up their nuclear weapons (left over from being occupied by the USSR) in exchange for peace from Russia, and you can see what happened. That doesn't encourage the next person to give up theirs.

ericmay an hour ago | parent | next [-]

India and Pakistan both rushed their programs back in the 40s/50s ( or maybe later I can't recall off the top of my head). Libya and South Africa were negotiated away. That leaves Israel probably from the, what, 70s or 80s? And North Korea was supported by Russia and China. I'm not sure you could consider any of those countries to be "pursuing nuclear weapons" today. Plus by that logic you'd have to throw in the US, UK, China, Soviets, and France too.

So when you sort of set aside countries from prior to, idk, 1980s ish you don't really have anyone at least publicly (to your point) pursuing nuclear weapons. However it's not just the enrichment of uranium which is tightly controlled it's also the missile technology to deliver the weapons. Keeping a nuclear program secret these days I think is quite a bit more difficult than in the past.

So when you look around today you've got Iran that we know of pursuing a nuclear program. I'm not sure anyone else is by virtue of how difficult (I think?) it would be to do so undetected. Though there are countries (Japan and Korea come to mind) who we think have the ability to scale up a program very quickly.

drTobiasFunke 9 minutes ago | parent [-]

India and Pakistan were late 90s.

Japan and South Korea literally have 100s of American military bases on their territory. You really think they are sovereign nations who can pursue an independent nuclear program?

nwellnhof an hour ago | parent | prev | next [-]

> Ukraine gave up their nuclear weapons

Ukraine never had nuclear weapons. Russia is the sole legal successor of the USSR and these were all Russian nukes on Ukrainian territory.

> in exchange for peace from Russia

There isn't a single mention of nuclear weapons in the Budapest Memorandum.

badc0ffee an hour ago | parent | next [-]

> Ukraine never had nuclear weapons. Russia is the sole legal successor of the USSR and these were all Russian nukes on Ukrainian territory.

Structuring the breakup so that the nukes are Russia's is not really different than Ukraine giving up the nukes on its territory.

Where did they draw the line? Obviously not all USSR assets are now Russian assets, as Ukraine still has (or had) its own stockpile of Soviet era weapons, and other things like Soviet era airfields.

saxonww an hour ago | parent | prev | next [-]

> There isn't a single mention of nuclear weapons in the Budapest Memorandum.

https://web.archive.org/web/20170312052208/http://www.cfr.or...

Points 4 and 5 mention and are about use of nuclear weapons.

I think the memorandum was intended to be a security guarantee to Ukraine after they (and Belarus, and Kazakhstan) joined the NPT and transferred formerly-Soviet nuclear weapons to the Russian Federation. I don't know why anyone would suggest otherwise.

qlte an hour ago | parent | prev [-]

This is over simplified to the point of being misleading/wrong. Russia was the legal successor of the USSR for purposes of diplomatic continuity, but the other Soviet successor states divided portions of the Soviet military/equipment, split Soviet debt obligations, etc on a case by case basis.

ericmay an hour ago | parent [-]

Nuclear weapons are a special case though. Plus Ukraine didn't have the ability to use them anyway without launch codes as far as I'm aware.

riffraff an hour ago | parent | prev [-]

I believe Israel also didn't announce they have nukes, it's just mostly assumed they do.

theplumber 2 hours ago | parent | prev | next [-]

I doubt that the world will subscribe to the idiocy of the current US admin. China will just push harder for renewables while Europe and the rest of the world will try to coup with the shock but I am certain they won’t go to war with Iran because they have no reason. Eventually US will have to decide if it’s going to do anything or just live with high oil prices for long or just go back home in a British Suez fashion.

ericmay 2 hours ago | parent | next [-]

> Eventually US will have to decide if it’s going to do anything or just live with high oil prices for long or just go back home in a British Suez fashion.

This is the flaw in your thinking. It won't be the US who alone decides to live with high oil prices, it'll be everyone.

Vague promises of "pushing for renewables" is a gross mischaracterization and misunderstanding of the importance of oil and gas to the global economy. Note, I'm not anti-renewable or whatever, but chalking this up to a "US problem" is willfully ignorant.

squidbeak 2 hours ago | parent | next [-]

Declining to follow a blunderer into a blundered war really isn't a "decision to live with high oil prices" rather common-sense. This is the USA's mess.

globalnode 2 hours ago | parent | prev [-]

Yes ofc its a world problem, and guess who the world is not going to be happy with?

ericmay 2 hours ago | parent [-]

You can be mad at America and ignore Iran's role if you want, but that doesn't lead you to anywhere productive. The United States like any country is an actor on the world stage that has interests and can take action to defend or assert those interests. If the world thinks this is a problem, they should have mediated between the United States and Iran and helped to prevent conflict. Instead they did next to nothing. War happened. Cue surprise and condemnation.

bad_haircut72 17 minutes ago | parent | next [-]

The entire world turning against American hedgemony is going to have "productive" repurcussions.

anonymousDan 20 minutes ago | parent | prev | next [-]

I think the world has had just about enough of wasting their time trying to mediate with your idiot of a president...

LtWorf 2 hours ago | parent | prev [-]

What was Iran's role? Defending themselves?

bluGill 2 hours ago | parent | prev | next [-]

What is the world going to do? The US is the only country that has a "blue water" navy. That means not just enough ships to go to sea, but enough of a supply line to handle all the logistics of having ships anywhere in the world they want them, for as long as they want.

Everybody else (with sea access) has a coast guard, and maybe a few ships for show. China is making enough ships that in a decade they could be there, but it isn't clear they want to go there - they don't see to be building the world supply line needed (but around China they do have that power already).

That is if you don't like the current situation with the US deciding the rules of the sea, then you need to pay for your own navy.

rdm_blackhole 2 hours ago | parent | prev [-]

> Europe and the rest of the world will try to coup with the shock

The two major economies in the EU (France and Germany) are both facing severe recessions and a parliamentary deadlock + soon to be elections would will be most certainly won by Putin's allies and/or radical communists.

All of this to say I would not hold my breath on Europe doing much at all in the coming months/years.

mitxela an hour ago | parent [-]

The election in Germany is predicted to be won by AfD. Are they communists?

nemomarx an hour ago | parent | next [-]

They're in the Putin's ally camp in this metaphor I think, since they are against military intervention in Ukraine.

rdm_blackhole 25 minutes ago | parent | prev [-]

> communists

I was talking about France Unbowed (LFI) in France which is radical left parti (and allies of the French communists parti) that wants to burn the debt owned by the French state (their own words not mine) and could be in the second round of the French election vs the National Rally (far right).

Both the National Rally and France Unbowed are in favor of stopping Ukrainian foreign aid.

KumaBear 2 hours ago | parent | prev | next [-]

China is the reason we don’t have 5-6 dollar gas. They literally cut their imports to prevent economic disaster. If they begin buying at regular levels we would be the ones hurting more.

ericmay 2 hours ago | parent | next [-]

No that's not the only reason. High oil prices affect their economy quite a bit, and much of their imports form what I understand come from the Middle East.

jrajav 2 hours ago | parent [-]

High oil prices affect them less than any other country in the world. They have the largest oil stockpiles by far, eclipsing even the US, and they have unique access to oil sanctioned by the west.

China is essentially the only actor in the market that is able to weather this conflict in marathon fashion.

ericmay 2 hours ago | parent | next [-]

The US is the largest producer of oil and natural gas in the world (or #2 or something - besides the point). Your argument that only China can weather these price disruptions doesn't seem to hold water for that reason and because of Chinese actions to use that strategic supply to keep prices lower than they otherwise would be. It's not because it's some random benefit for the world (including the US) it's because their economy like any major industrial power relies on oil and gas (and coal) and keeping prices low to help their export-dependent factories.

They have their own advantages and strategies to deal with these things, but this idea that China just like sits around and "weathers the conflict" unscathed is just incorrect.

throwaway473825 a few seconds ago | parent [-]

China's economy is one of the least dependent on oil and gas. Electricity is mostly coal, renewables and nuclear. Transport is increasingly electric (including trucks). Chemicals are moving from oil to coal.

If global oil and gas price rise, Chinese electricity and transport prices are largely unaffected, unlike the rest of the world. Even the US doesn't have that kind of resilience.

However, China is a net importer of oil and gas, while the US is a net exporter, so when it comes to trade the US is the main beneficiary, although it mainly benefits one single sector.

ericd an hour ago | parent | prev [-]

But also, the US makes more oil than it uses. With some nuance around how the refineries are set up vs type of crude produced.

mitxela an hour ago | parent | prev [-]

China is the only reason you have 5-6 dollar gas and not, say, 30 dollars.

cdmckay an hour ago | parent | prev | next [-]

> Iran can't have a nuclear weapon. It's an intolerable premise

I’m not sure the only country that has used nukes on people should be the one to decide that

TFNA 2 hours ago | parent | prev | next [-]

Iran's government is ideological as a fig leaf of continuity with the Revolution. True believers are few these days, and the IRG is largely keen to stay in power in order to protect its vast business interests.

timedude 2 hours ago | parent | prev | next [-]

Everyone should have nuclear weapons!!! (Oprah meme)

vjvjvjvjghv an hour ago | parent | prev | next [-]

How can other countries deal with Iran while Trump is in power and unilaterally cancels treaties and attacks countries without consulting others? It’s simply impossible.

anon7725 an hour ago | parent | prev | next [-]

"We have seen what happened with Venezuela, but at least Mexico and Canada can somewhat keep a lid on it. Which is above and beyond what they owe the rest of us since they did not create that problem. The United States government is ideological in a way that westerners don't really understand. Trump is too via his desires regarding Greenland and Canada but the American system isn't too alien to our own views - they play tennis and vacation in Europe and all that stuff. Their government is simply not interested in the things that you and I are interested in."

ericmay an hour ago | parent [-]

Bad argument for many reasons (and lazy). But Maduro was a criminal, supported Russia evading US and EU sanctions, and his gang and their disastrous economic policies resulted in around 1/3rd of Venezuelans leaving the country resulting in a humanitarian disaster.

anon7725 24 minutes ago | parent [-]

> But Maduro was a criminal, supported Russia

“The United States will never condone leadership by corrupt criminals who are supported by and support Russia”

pphysch 2 hours ago | parent | prev | next [-]

Why can Israel have a nuclear weapon? It is also an insanely violent ethno-theocratic regime.

soperj 2 hours ago | parent | next [-]

You can ask the same question of the US. They're the only ones to have actually used them (and they try to justify it still).

For all those who are about to reply saying it was justified because it saved American lives, why didn't you use it Afghanistan or Iraq?

bluGill 2 hours ago | parent | next [-]

Almost nobody today was alive when the US used nuclear weapons. We can ignore them at this point.

Judge the current US policy by the current US.

Arodex an hour ago | parent [-]

>Judge the current US policy by the current US.

Then it is obvious we need to preemptively nuke the USA right now.

swish-mish 2 hours ago | parent | prev [-]

[dead]

AnthonyMouse an hour ago | parent | prev | next [-]

Under what scenario would they use it against New York or Washington?

lenerdenator 2 hours ago | parent | prev | next [-]

Believe it or not, they're not exactly a 1-to-1.

Up until fairly recently, Israel was a stand-out in the region for actually having things like decently fair elections and a political class derived from a relatively wide sample of its populace. Other countries in the region were either Arab nationalist republics, Islamic republics, or authoritarian monarchies. While it was ethno-theocratic, it was one that seemed to balance religion with secular demands, and as it is, most countries around the world have at least some basis in ethnicity. The US is a notable exception for this, for what it's worth. This has begun to fade as a more conservative sector of Israeli society has begun carrying more political power, but it's not to the same extent as you find in other countries in the region.

Nuclear weapons are indeed bad and we used to try to negotiate ways between major powers to reduce their number. We don't do that anymore, for a variety of reasons. The more of them there are in different, independent hands, the more likely they are to be used. If they're used, there's a real chance that nuclear-armed powers make severe miscalculations about who is firing what at where. For example, a USAF radar operator watching an over-the-horizon system pointed eastward sees a large number of missiles being launched, and may assume that they're Russian missiles aimed at the US, when they are in fact Iranian missiles aimed at Israel. They might make a potentially species-ending mistake as a result.

The largest issue with Iran having nuclear weapons is that it almost certainly intends to use them against an already nuclear-armed power, Israel, in a way that really doesn't have any rational endgame. Iran is a Shia Islamic theocracy. Beyond the Western-ish influence that Israel brings to the region, there are serious theological implications from the existence of Israel. Islam has a core tenant that there is no higher power other than Allah and that Muhammad is his prophet. Allah is the same god that exists in Christianity and Judaism, and Muhammad is held as carrying on the thread of prophecy that began with the biblical Adam.

There's a lot in common in the three major Abrahamic faiths, and like all other faiths, people interpret it in different ways. The Iranian regime - who definitely does not represent all Muslims, let's make that clear right now - interprets it as the basis of their power. They are a group of clerics and scholars who govern a nation through interpretation and application of religious jurisprudence via one head cleric, the Ayatollah.

If you are a person who either rules a society based on any religious jurisprudence, or are working under that person - as all of the Iranian government does - you can't have too much tolerance for things that might undermine that religion. The Iranian theocracy's interpretation of the line of prophecy that Muhammad is a part of is that he is the "seal of the prophets", meaning that there will be no further revelations or corrections to the line of prophecy until the end-times. Muhammad is held up as having revealed corrections to the line of prophecy, meaning that while Judaism, Christianity, and other Abrahamic faiths are of the same prophecy, they ultimately got some things wrong.

Now let's get back to the existence of Israel. A short description of Israel in the context of what I've described is that you have a people who now control some of the Abrahamic faiths' most holy sites, and they're doing it based off of what is seen as the "wrong" prophecy.

If people who believe in the "wrong" prophecy are firmly in charge of the sites you consider holy, what does that say about your prophecy and your claim to power based on it? Sort of reduces its power, doesn't it? You can't have that. Something has to be done.

In the eyes of the Iranian theocracy, that "something" is funding, training, and commanding militia and military groups who are sympathetic to your understanding of prophecy and having them strike out at the theologically inconvenient people. Developing more powerful weapons to use while doing so is a natural part of this. What's more powerful than a nuclear weapon? Nothing. So you make that your ultimate goal. What they might do with it, who knows, but again, simply having more nuclear weapons in the hands of more independent actors raises the likelihood of their use with potentially catastrophic results.

The plight of the Palestinians just happens to be a convenient excuse for all of this. They're Arab and majority Sunni as opposed to the Persian and Shiite Iran. If there were a two-state solution as we spent most of the last 30 years working towards, it likely wouldn't satisfy the Iranians, which is why they don't recognize Israel at all instead of saying "we'd recognize you if you retreat to your pre-1967 borders and let the Palestinian Authority govern the West Bank and Gaza Strip."

anonymousDan 16 minutes ago | parent | next [-]

The irony of Americans chastising Iranians for not living in a democratic country given how Iran ended up as a theocracy...

thriving_earthw an hour ago | parent | prev [-]

They want to nuke the land they consider holy?

ericmay an hour ago | parent | next [-]

Then what is the point of a nuclear weapon? You're saying they won't use it anyway?

lenerdenator an hour ago | parent | prev [-]

"The largest issue with Iran having nuclear weapons is that it almost certainly intends to use them against an already nuclear-armed power, Israel, in a way that really doesn't have any rational endgame."

WarmWash 2 hours ago | parent | prev | next [-]

[flagged]

mmooss 2 hours ago | parent | next [-]

Attempts to claim that your side is somehow superior and not subject to the same human evils as the other side are never true, and just encourage your own people to commit evil - they are justified and the other side is evil, of course. Somehow everyone thinks that, which should tell you something about the truth of it. But of course for your side, it's actually true!

One classic method is to try to tie it to scripture, but people behave like people regardless of their scriptures, and members of every religion has done plenty of horrible things in the name of their god. The Christian Gospels are about as pacifist as scripture gets and yet many horrible things have been done in Christianities name - often justified because the victims were non-Christian.

There is plenty of religious-sanctioned violence in the Old Testament, including in the Torah, and plenty of violence against non-Jews today - so much that it's a bit bizarre to overlook it.

WarmWash an hour ago | parent [-]

I don't have a side, especially as an atheist.

I mean, we have modern day Islamic societies that are still dragging out homosexuals and stoning them, and still putting women in bags as property.

If that was what I needed to defend with a straight face, I also would be pretty desperate to shift the focus back a thousand or so years.

p_j_w 2 hours ago | parent | prev | next [-]

Their god has literally ordered them to genocide people because they had a war 400 years previous.

pphysch 2 hours ago | parent | prev [-]

"Sure, Israel might be mass-murdering children while calling them 'Amalek', but at least they aren't scary Muslims!"

At what point does reality become more important than your favorite childhood stories?

ericmay 2 hours ago | parent | prev [-]

Besides the point and whataboutism, but I'm not advocating that Israel should have nuclear weapons. They do, and I'm not sure there's much we can do about it at this point. Same with North Korea. I'm opposed to the proliferation of nuclear weapons and just because one country has one doesn't mean other countries should go and get them too.

nemomarx 2 hours ago | parent | next [-]

Maybe we should have brokered some kinda deal with Iran to prevent them getting a nuclear weapon then, huh.

At this point they'd be fools to not pursue getting one, and we killed everyone in a position of authority who was rational about it. Cats out of the bag, one more nuclear rogue state.

ericmay 2 hours ago | parent [-]

> Maybe we should have brokered some kinda deal with Iran to prevent them getting a nuclear weapon then, huh.

Maybe we should have brokered some kind of deal with Russia to prevent them from invading Ukraine. Do you trust American intelligence 100% to verify Iran is not building a nuclear bomb? And if they weren't, why also were they funding these militant groups? What's the point? It's Neo-colonialism in the Middle East.

> At this point they'd be fools to not pursue getting one, and we killed everyone in a position of authority who was rational about it.

The leadership wasn't really rational in your western sense. I'm not sure where you are coming up with that. If they were rational they wouldn't be murdering their own civilians, chanting death to Israel and death to America as a national past time (no sane nation does this, or if you want to argue they do then don't get mad when Americans are burning the Koran or whatever) and funding militants. You're trying to argue from a place that assumes your values about economics and prosperity and global human rights with an entity that does not care about those values.

If they were rational as you'd like them to be they'd just not do any of the things they've been doing. Why does Iran have to get special treatment to not build a nuclear weapon? Have you thought about that? Why do we have to pay them off? Why are they special snowflakes who get to hold the world hostage less they build nuclear bombs to threaten others?

> Cats out of the bag, one more nuclear rogue state.

That's the fault of the rest of the world then for failing to come together to stop the proliferation of nuclear weapons.

nemomarx 2 hours ago | parent | next [-]

Burning the Koran is protected free speech, just as burning a flag is, or the Bible, or whatever else you'd like.

The point is we had a deal, and Iran kept their enrichment below weapons development levels for all of that time. Even a few years after the deal was broken by Trump, apparently. We could have kept that status quo going and not dealt with tolls in the strait and expensive military operations, and it would have been better for everyone involved. But now I don't see a path back to that, and no one is interested enough to stop the proliferation or put enough resources into it to "win". Blame whoever you like I guess, but I'm blaming Trump for tearing things up and kicking off this recent war.

ericmay 2 hours ago | parent [-]

Anchoring on this deal is a waste of time. We shouldn't have had to have a deal in the first place. They could just join other responsible countries like, idk, Vietnam, Brazil, and hmmm who else, Switzerland! in not pursuing nuclear weapons.

> We could have kept that status quo going

Like the last time the Houthis disrupted shipping? Or when Iran launched and supported attacks on Israel, plus continued disruption in Lebanon, Syria, Jordan, and Iraq? (Yemen too but mentioned via Houthis). Idk if that's a tolerable situation.

nemomarx an hour ago | parent [-]

I don't recall the houthis disrupting shipping before 2018. The status quo under before that point was fine for the global economy and for the US. If it wasn't fine for Israel, that's a problem for their own military to deal with, ideally without US backing that drags other countries into the issue.

Good luck with non proliferation but I think the very obvious "we can attack and invade countries without nukes but can't do that to countries with nukes" lesson is being demonstrated to everyone, so countries that don't want to be invaded will be trying to get them now. Anyone near Russia for sure, possibly even Switzerland eventually.

pphysch 2 hours ago | parent | prev [-]

> Maybe we should have brokered some kind of deal with Russia to prevent them from invading Ukraine.

I understand history and contemporary events is not your strong suit, but such a deal was very much on the table in December 2021 and the Biden Admin laughed it off. Then again in April 2022.

ericmay 2 hours ago | parent [-]

> I understand history and contemporary events is not your strong suit,

I'd check your understanding but ok.

> but such a deal was very much on the table in December 2021 and the Biden Admin laughed it off.

What was the deal then? And please let us know how acceptable it was to the EU and Ukraine as well. :)

pphysch 2 hours ago | parent | prev [-]

Iran clearly has the capability to flatten every major hospital and university and desalination plant in Israel, like Israel has done in Gaza, but they don't.

It's also clear that Iran having nukes would be a strategic deterrent to Israel's ultraviolent territorial expansionism.

andriy_koval an hour ago | parent | next [-]

> Iran clearly has the capability to flatten every major hospital and university and desalination plant in Israel

its not clear at all. They clearly tried to hit Izrael with barrages of missiles, but looks like their targeting systems suck.

ericmay 2 hours ago | parent | prev [-]

> Iran clearly has the capability to flatten every major hospital and university and desalination plant in Israel, like Israel has done in Gaza, but they don't.

I'm not supportive of Israel having nuclear weapons, but Iran won't do something like this because the Israelis might nuke them. That doesn't excuse Iran also building nuclear weapons. Neither should have them, in my view.

Iran also supports the militants that continue to create conflict in Palestine. It's not one-sided and any vague assertion that there's only one bad actor here is illegitimate.

simiones an hour ago | parent | next [-]

The conflict in Palestine is created entirely by Israel. The militants are just the people who refuse to lay down and take it. This has become more and more obvious - if not through the genocide in Gaza, then through the rapid illegal colonization happening at an accelerated place in the West Bank.

ericmay an hour ago | parent [-]

It's not entirely created by Israel, and most of the militants are just lunatics who are thankfully killed. But that doesn't excuse Iranian funding of other militant groups in Lebanon, Syria, Yemen, or Iraq. Nor does it excuse Iran's material support of Russia's invasion of Ukraine, nor does that justify Iran trying to build a nuclear weapon.

mrguyorama an hour ago | parent | prev [-]

Why did Iran willingly disassemble their other WMD programs, like bioweapons and chemical weapons, if they are irrationally bound to destroying Israel?

Chemical weapons are perfectly effective for that desire and dramatically easier to build and deploy than nuclear weapons.

So if you expect Iran to just explode Israel ASAP, why are they holding back right now with their weapons not targeting civilian infrastructure? Why did they stop pursuing cheap WMDs that don't need complicated enrichment?

Note that Iran is objectively not pursuing a nuke as fast as possible. They've had sufficient enriched uranium for a long time to be able to actually start building and testing physics packages and even get their first detonation test, but they instead have just been building a stockpile.

>I'm not supportive of Israel having nuclear weapons

Okay, then by your arguments about Iran, we should be invading Israel right? Like right now! They cannot be allowed to have nukes!

What about North Korea? It sure is funny how all the hand wringing about them getting nuclear weapons got quiet after they built a nuke and didn't use it

soulofmischief 2 hours ago | parent | prev | next [-]

"Ancient" colonialism? The US and Israel are both actively seeking to expand their colonial territory.

This was an interesting piece of fiction you've written, with some very impressive mental gymnastics on display. However, it's so wrong that engaging with it would be doing you a disservice because it would make you think it's even an intellectually respectable position to have in the first place.

2 hours ago | parent | prev [-]
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bijowo1676 2 hours ago | parent | prev [-]

the reason China was using stockpiles is they want to time the gasoline price shock right to the midterm elections. The moment they stop using stockpiles and start purchasing the prices will jump

DrScientist 2 hours ago | parent | next [-]

Blaming the current situation on the actions of China is beyond bizarre.

bluGill an hour ago | parent [-]

China has some influence. They did do what was said - but only if you take the absolute most charitable reading (which is a expected here).

DrScientist an hour ago | parent [-]

Eh? They didn't/aren't using their stockpiles to anywhere near the extent the US has! There reserves are much bigger - they have about a years supply - yet they used less in absolute terms than the US!

What they did was aggressively reduce demand by accelerating the switch to EV's and firing up a few more coal powerstations.

In terms of influencing the midterms - I suspect China isn't anywhere near the front of the queue in hoping Trump get's a beating given the chaos he is causing.

Complaining about foreign interference is ironically straight from the Hillary playbook.

2 hours ago | parent | prev | next [-]
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Frieren 2 hours ago | parent | prev | next [-]

> time the gasoline price shock right to the midterm elections.

Donald Trump can end this at any time if he wants. It would have been better to not have started it, thou. Less killing of innocent people, less spending on weapons, better mental health for USA soldiers...

And why is China suddenly at fault for America's actions?

LtWorf an hour ago | parent [-]

He can't. Bibi is in charge.

sentientlaserbe an hour ago | parent [-]

Partially true. Seems most likely that Trump didn't like the Iranian provisions for reparations to end the war. A hard stance they've taken, one Trump would never go for (because of how incompetent it would make him look), and here we are.

softwaredoug 2 hours ago | parent | prev | next [-]

Well roughly now would be when you’d time a huge shock

OTOH midterm generic ballots are much more stable than top line presidential horse race polling. So it might only matter at the margins.

lowbloodsugar 2 hours ago | parent | prev | next [-]

lol. The orange man is doing more damage to the USA than China could ever do short of actual war. He is destroying the US militarily, economically and politically. They emphatically support his efforts.

kadoban 2 hours ago | parent | next [-]

At some point they might prefer stability and sanity. I would bet that at this point they don't care much either way.

China is playing long, most of the ~unchanging things are in their favor and the US already proved that they're unreliable. People won't forget that soon even if Trump is gone.

LarsKrimi 2 hours ago | parent [-]

Stability and sanity is not happening whether the conflicts stop in Yemen+Hormuz or not. At that point it's just going to go back to tarriff wars and new terror campaigns that the US admin will start somewhere else

kadoban an hour ago | parent [-]

The context of this is which party China would prefer to win the midterms. The dems winning would distract Trump from being able to fuck up the rest of the world a bit.

My bet would be that China doesn't care much either way, they win regardless.

LarsKrimi 18 minutes ago | parent [-]

We agree that China won't care long term. They cannot lose in the current setup

In my view the worst that can happen for China is that Trump gets limited by anything. He's hurting US relations more than he's hurting China short or long-term. Relations take longer to build than trade

"Don't interrupt your opponent when they're making a mistake"

giardini 2 hours ago | parent | prev [-]

IMO it is a good thing that the USA is no longer paying for (among others):

- NATO - Maintaining security on the high seas for other than USA shipping,

- tariffs imposed by other countries (yes, other countries have been imposing tariffs for decades):

https://wjno.iheart.com/content/2025-03-17-qa-how-many-count...

The USA can use the money saved for its own citizens (possibly even lowering their taxes!)

jacquesm 2 hours ago | parent | next [-]

Wow, how shortsighted.

> - NATO - Maintaining security on the high seas for other than USA shipping,

NATO consists of a lot of countries, why would they only work for USA shipping? And where do you think that shipping comes from?

> - tariffs imposed by other countries (yes, other countries have been imposing tariffs for decades):

Of course they do. But they're not usually idiots about it.

> The USA can use the money saved for its own citizens (possibly even lowering their taxes!)

You advocate for tariffs but don't understand how tariffs work...

dgellow 2 hours ago | parent | prev | next [-]

> The USA can use the money saved for its own citizens

How is that going? Any progress there? Are US citizens richer than they were before?

5upplied_demand an hour ago | parent | next [-]

> Are US citizens richer than they were before?

Some of them certainly are richer, specifically people with the last name Trump.

https://www.theguardian.com/us-news/2026/aug/13/trump-presid...

swish-mish 2 hours ago | parent | prev [-]

[dead]

dam_jackalopes an hour ago | parent | prev | next [-]

The USA can use that money that way. It's not though. Spending isn't decreasing and any savings in tax has easily been overwhelmed by the increased costs facing consumers, especially in the last two years.

globalnode 2 hours ago | parent | prev [-]

> The USA can use the money saved for its own citizens (possibly even lowering their taxes!)

I was feeling miserable reading this thread until I saw this, thanks for cheering me up.

cmrdporcupine an hour ago | parent | prev [-]

It's so amazing to watch people (presumably Americans) over and over make everything about American domestic politics. That the only way to explain Trump's behaviour is on the domestic terms that Americans know and are comfortable with.

I see this over and over again with the Canada stuff. Or Greenland stuff. Not taking it seriously because "oh that's just Trump deflecting cuz of [Epstein|Midterms|etc]." Meanwhile the actual blast radius here is far far far outside of the domestic arena.

When will people just take this guy at his word? He says he wants to conquer or do X Y and Z. That's it. He said those things. Believe him. Stop trying to make it about yourself. (And also he wants to make personal money off manipulating the stock market and oil prices.)

It's not a good look, esp to the victims of Trump outside the US who have no power to vote in American elections and yet are victims of American power.