Miscellanea: The War in Iran

(1) China is more sensitive to shipping and oil shipments (and derivatives) than the US. It hurts both but China much more. The US is hurt in so far as high gas price are bad for elections, a small price to pay for strategic advantage.

(2) Iran has a temporary but unsustainable interest in constricting traffic, and it's not the only country who could impose a filter there. The mere credible threat of a strike on shipping is enough to stop it, so other countries basically have an equivalent capability to restrict traffic. And all countries, including Iran, are unable to sustain a prolonged closure. The current situation is an unstable, non-equilibrium situation for Iran and it's neighbors.

Overall, all of it doesn't really matter to the US because simply taking Iran off the supply chain of China is good for them. They spin the narrative about starting the war for a variety of other reasons so that they can justify the pain it inflicts on their allies (Korea, Japan - very dependent on those hydrocarbons too, and EU) and choke China's oil supplies without looking intentional. Last time the US overtly blockaded an asian nation's oil supplies, Pearl Harbour happened.

Which is another reason why China had such a structural incentive to move toward solar power, battery storage and renewables in general while also powering most of their early growth with dirty power plants.

I think Trump wants to be remembered for having neutered the China threat and having restored American supremacy and dynamism, and doesn't care too much about what it will cost at the next federal elections. I think he cares more about his legacy and wanting to be remembered as a historical figure on the strategic level. He's portrayed as being merely a fool with self interested dictatorial tendencies but I think attributing such simple intentions to him is self deception and leads to poor analysis. It doesn't pay to trivialize figures for disliking them or their actions.

Without taking camp here, I'll say that taking Trump for a fool is shortsighted, in my opinion.

i just remeber seeing a Trump video today and he is saying that 'china get 90% of its oil from iran..stuff'

it's a good selling point. i dont believe leaders cannot understand the diff between 'iran's 90% oil goes to china' and 'china get 90% ot its oil from Iran', but i'm sure some people will buy it

There are three things people often don't seem to realize about invasions:

1. What a barrier water is still to this day;

2. How many troops it would take to occupy a country; and

3. The logistics required to support an invasion.

Knowing these things, even a little bit, can dispel a lot of fearmongering nonsense one will see.

On a clear day, you can see the white cliffs of Dover from Calais, France. I believe at its narrowest point the English Channel is 17 miles wide. At its peak the German army in WW2 had ~10 million soldiers and a massive industrial war machine. Yet they couldn't cross the English Channel. They didn't even try.

The Allies did manage D-Day but mostly because German strategy was bad, they were asleep at the wheel and D-Day was logisitcally probably the most complex military operation in human history and it took years to plan.

Look at a map of Ukraine and see where the front line is. The Dnipro River will feature strongly along much of it. That's not a coincidence. To cross even a river you need pontoon bridges to get tanks across and then trucks for supplies. Those bridges can be built quickly but the entire operation and any bridgehead you establish is incredibly vulernable to attack.

100 miles of ocean separates the Chinese mainland from Taiwan. It may as well be 10,000. Or 10. It just doesn't matter.

Taiwan has 1-2 million soldiers (including reserves) and a national project to resist an invasion and occupation. China would probably need at least 1-2 million troops to occupy Taiwan and they would have to get them across the ocean and them supply and arm them.

China simply doesn't have that amphibious capability and Taiwan could play havoc with their supply lines.

I really wish more people would ask "what would an invasion of Taiwan take or look like?" because then we could all waste less time worrying about things that just aren't going to happen. You could reduce any scenario to "can they?", "do they need to?" and "do they want to?". The answer to all three is "no".

Creating fear of this is just another tactic to sell weapons and, to some extent, more revealing about the Western imperialist psyche.

So no, I don't care about what barge ships China is building. At all. It doesn't matter.

I mostly agree with everything you say, I just see the balance lying elsewhere on the spectrum. I think China is on it's way to securing its energy supplies with renewables but not quite there, and that the US is taking this window of opportunities to do what it can to attempt to degrade China.

Whether China plans to actually invade or blockade Taiwan or not doesn't matter if the US thinks it will. AFAICT the US is convinced it will, and the mere threat of this is enough to justify Venezuela and Iran, I believe. Higher oil prices are less worse than no more semiconductors.

And I think Russia might have gained some territory, but at the cost of being completely sucked into the conflict, having lost strategically by (1) being unable to support and defend its proxies and (2) having its arsenal and technology thoroughly analyzed and proven ineffective against US weapons. All actors involved know this and it will not remain, but until solved this means that the US knows it can strike countries defended by Russian weapons, at least until counter measures are researched, developed and distributed. This is a temporary advantage and moment of clarity that lasts a few years, not a sustained advantage.

The risk of the US being equally sucked into Iran and suffering the same fate is very high. And China's best strategy here is probably to sit and wait and help US opponents keep the US busy for a while, like the US did on Ukraine with Russia.

Everything you say is probably true and I agree... and yet.

What matters is not just what you plan to do, but what your opponent thinks you'll do. The US in general believes that China wants to invade or control Taiwan in some way. This mere belief is sufficient to cause it to take action.