interesting why usa wants to keep escalating, muat be some strat behind it maybe to induce strategical global recession or try and slow down china or something else
Military–industrial complex and Israel. The Iraq war lasted nearly a decade. Afghanistan 2 decades. And the US accomplished nothing. They made things worse, I don't need to go into details because that is an easy lookup. That's ultimately the purpose of this war. Israel wants us to fight Iran because "Iran was close to making a nuke", which is an excuse they have been using for nearly 30 years. Have you seen how much…
Iran threatens to hit Gulf states if US launches new strikes
11–20 of 70 posts
Re: Iran threatens to hit Gulf states if US launches new strikes
#12interesting why usa wants to keep escalating, muat be some strat behind it maybe to induce strategical global recession or try and slow down china or something else
Re: Iran threatens to hit Gulf states if US launches new strikes
#13question: When does all this hit the fan? Been reading for months that gas will rise to astronomical prices. When? answer: it depends heavily on China. If China were to jump into the global oil market with both feet, prices would shoot upwards. To date they have largely stayed on the sidelines.They have huge amounts of oil in storage. Their behavior so far has been the big surprise. They have been providing a pressur…
Re: Iran threatens to hit Gulf states if US launches new strikes
#14question: When does all this hit the fan? Been reading for months that gas will rise to astronomical prices. When? answer: it depends heavily on China. If China were to jump into the global oil market with both feet, prices would shoot upwards. To date they have largely stayed on the sidelines.They have huge amounts of oil in storage. Their behavior so far has been the big surprise. They have been providing a pressur…
I wouldn't call what they're doing "staying on the sidelines". It's a very big thing they're doing to stop global oil prices from shooting up by using up their stockpile for as long as they can. As to why, it's just the... I dunno, Chinese? thing to do. Quietly fix someone else's fuckup and not seek glory. Whatever you want to attribute it to, it's an ethos and makes total sense to some, because things are gonna get…
Re: Iran threatens to hit Gulf states if US launches new strikes
#15Earlier quoted context omitted.
I wouldn't call what they're doing "staying on the sidelines". It's a very big thing they're doing to stop global oil prices from shooting up by using up their stockpile for as long as they can. As to why, it's just the... I dunno, Chinese? thing to do. Quietly fix someone else's fuckup and not seek glory. Whatever you want to attribute it to, it's an ethos and makes total sense to some, because things are gonna get…
China’s economy depends on exporting to the world, as it will never have enough domestic demand to meet domestic supply. If the global economy crashes from an oil price shock, China goes down with it.
Re: Iran threatens to hit Gulf states if US launches new strikes
#16Earlier quoted context omitted.
China’s economy depends on exporting to the world, as it will never have enough domestic demand to meet domestic supply. If the global economy crashes from an oil price shock, China goes down with it.
Power is better than money though. China is communist in name only now, but they could extract huge concessions out of the rest of the world right now if they wanted to.
If Taiwan toasts TSMC when that happens, well, that’s part of what China is rapidly building out their domestic chip industry. China will then have a monopoly on that chip production besides what can be produced in the US and Europe, and have achieved reunification. And who is going to stop them? Nobody, based on the evidence and current trajectories.
Re: Iran threatens to hit Gulf states if US launches new strikes
#17Earlier quoted context omitted.
We can't afford to not keep burning oil.
We can. It’ll be hard, but sometimes you gotta buck up and do hard things instead of being lazy. We won’t do it unless we’re forced to, business as usual is simply too cozy for decision makers, politically, in capital markets, and at multinationals making decisions. Wealthy and powerful people want to remain wealthy and powerful, a tale as old as time. 2-3C means potentially >2-4 billion excess deaths over the next ~…
Some places may scale up natural gas but unless a regional already has a lot of LNG infrastructure in place, a sudden drop in oil means bringing back coal.
And coal is of course far worse than oil.
Gradual sustained economic pressure will push a move to cleaner alternatives but a sudden shock leaves countries with exactly one option: bring back coal so the lights and heat/AC stay on.
Re: Iran threatens to hit Gulf states if US launches new strikes
#18Earlier quoted context omitted.
We can. It’ll be hard, but sometimes you gotta buck up and do hard things instead of being lazy. We won’t do it unless we’re forced to, business as usual is simply too cozy for decision makers, politically, in capital markets, and at multinationals making decisions. Wealthy and powerful people want to remain wealthy and powerful, a tale as old as time. 2-3C means potentially >2-4 billion excess deaths over the next ~…
That's not really the argument they are making I believe. The issue is if you suddenly cut back oil countries pivot to bringing coal back because it's the fastest to scale up. Some places may scale up natural gas but unless a regional already has a lot of LNG infrastructure in place, a sudden drop in oil means bringing back coal. And coal is of course far worse than oil. Gradual sustained economic pressure will push…
China, Europe, and the US can build ~25-30M EVs per year with existing manufacturing capacity, as of this comment. That is 1/4th of global annual light vehicle sales. We can deploy ~1TW of solar PV globally annually. The world reached 3TW of total solar PV generating capacity this year. China's energy from coal has declined below 50% this year. Energy storage production continues to ramp right behind renewables. These are straightforward systems problems, there are no blockers or technical limitations.
TLDR Strongly agree existing coal generators might generate more and longer than they otherwise would, but clean tech trajectory will only get pulled more vertical from further oil energy supply shocks.
China's EV Boom Is Quietly Undermining Oil's Biggest Chokepoint - https://oilprice.com/Energy/Energy-General/Chinas-EV-Boom-Is... - August 4th, 2026
China’s LNG and coal demand slows as renewable energy surges - https://www.rinnovabili.net/policy-and-affairs/environmental... - August 3rd, 2026
Renewables To Squeeze Oil And Gas Imports In New Electric Age For Asia - https://www.forbes.com/sites/ianpalmer/2026/06/23/renewables... - June 23rd, 2026
From Australia to Vietnam, the Iran war is fuelling demand for EVs - https://www.aljazeera.com/economy/2026/4/27/from-australia-t... - April 27th, 2026
EV demand is getting a boost from the Iran war — just as auto giants pivot back to combustion engines - https://www.cnbc.com/2026/04/02/evs-autos-energy-oil-iran-wa... - April 2nd, 2026
Re: Iran threatens to hit Gulf states if US launches new strikes
#19interesting why usa wants to keep escalating, muat be some strat behind it maybe to induce strategical global recession or try and slow down china or something else