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Oil hits $100 a barrel despite deal to release record amount of reserves

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Re: Oil hits $100 a barrel despite deal to release record amount of reserves

#111
post #103
post #88

Earlier quoted context omitted.

The UK population was _very_ weary of Churchill and his decision to involve the UK in WW2. You had the UK nazi party that was lobbying the industrialists, and the moscow-aligned communist party that was putting pressure on the laborers. Churchill would have lasted at most half a year after Dunkerque, and and much more pro-nazi PM could have been named. But the German airstrike campaign radicalised the UK population.…

So 90% of British wanted were being brutally oppressed on the eve of WW2 and called on the Nazis to bomb the UK so they can overthrow the government? Not only that but weeks before the Nazi attacks the UK government mowed down protestors with machine guns on the streets? Got it. I'm not seeing any parallels. There can be some "rally to the flag" effect but the Iranian population by large is not going to suddenly like…

No. 80% of the British wanted to avoid war with Germany, for different reasons, and 15% even voted for someone whose main campaign idea was an alliance with them. The bombing campaign radicalised the vast majority of British voters, even those in less affected areas.

(Btw, the only recent documented instance of machine gun mowing down people is Saudi police mowing down Somali workers).

60% of the Iranian population polled were against the bombing during the 12 day war, bombing that, unlike this one, didn't break too much civilian infrastructure (targeting desalination plants is something I thought even Russia wouldn't do, but well, I shouldn't hold US army and Tsahal to the same standards). And that's with most observers saying that only 20-25% of the population support the regime in 'normal' time.

You had thousands dead, 50k people in prison waiting for the death penalty, a leader on his deathbed, and rather than waiting for the internal tensions between army branches to break the regime, the US chose to martyr the almost dead, suffering leader, consolidating his successor power, and eliminating and opposition in the more laical army. Nice fucking job. Now the army and the clerical police are aligned.

Even when you organize and plan correctly a regime change, a few unlucky breaks and you create a Lybia. Going there gung-ho was truly a spectacular choice, and managed to put Komenei son in place without any power struggles that could have been instrumentalized.

Re: Oil hits $100 a barrel despite deal to release record amount of reserves

#112

I feel this is good. It will push economies towards more alternatives(nuclear/solar/wind etc), increase electrification of transport/cooking. Amazon saw India induction stove sales jump 30x after LPG supply hit issues. There is no real reason to be importing expensive gas for cooking, when the induction stove are just much more efficient and cheaper. This is one way to change existing habits that people find uncomfor…

That only works when there's time to adapt. This is like the insane tariff rollercoaster. There was no time to plan or adapt. It was a black swan event and wrecked everything for no appreciable benefit.

Re: Oil hits $100 a barrel despite deal to release record amount of reserves

#113

Earlier quoted context omitted.

> Much of that domestic consumption is used in the process of extraction and refining, so actually isn't on the market as such. My understanding is that GP is correct to say that the 20% figure rather understates the potential impact of a prolonged shutdown of the Strait. The original claim was that all of the "domestic" oil was off the market. It's also not clear why oil used for oil production requires special trea…

What experience do you have working directly in the oil industry? You're making very specific and bold claims related to the fungibility of oil, oil infrastructure, transpiration, etc and they simply don't line up with my experience. You won't replace oil pipelines or sea-based transportation by importing tanker trucks, its completely inpheasible on any reasonable timescale. Similarly, you will never replace petroleu…

> You're making very specific and bold claims related to the fungibility of oil, oil infrastructure, transpiration, etc and they simply don't line up with my experience.

I'm not arguing that they're always and instantaneously fungible, my point is that the aren't any less fungible than they are when the thing you're transporting isn't oil, so it doesn't make much sense to make a special carve out for the cases where the load is also the fuel.

> You won't replace oil pipelines or sea-based transportation by importing tanker trucks, its completely inpheasible on any reasonable timescale.

An oil tanker ship holds around 55 million gallons. An oil tanker truck holds around 10,000. Truckloads per ship is therefore around 5500. If the round trip is around two hours, and assuming that pumping is a relatively small proportion of the time (you have high capacity pumps at both ends or bring a few percent more trucks so drivers can switch trucks instead of waiting or both), you'd need around 500 trucks and, assuming 8 hour shifts, 1500 drivers per oil tanker ship per day. In normal times something like 60 oil tanker ships go through the Straight per day, so if you had to do all of them it would be on the order of 30,000 trucks and 90,000 drivers.

That's not a small number, but at the scale of global trade, it doesn't seem like an impossible number. And you wouldn't actually be doing all of them this way, you would be diverting as many as you can to other paths and only doing this where it's the least bad alternative. 10 ships a day would be ~5000 trucks. Is it infeasible to find 5000 tanker trucks in the world?

> Similarly, you will never replace petroleum-based transportation at scale in any near term future with electric or other non-petroleum sources.

You're not trying to replace all of it instantaneously, you're trying to substitute at the margins. Does it make sense to try to use electric trucks if you were doing the above, trying to run the trucks continuously in a place that presumably doesn't have adequate charging infrastructure? Almost certainly not.

Does it make sense to convert fleets of millions of delivery trucks to electric or plug-in hybrids, when they're doing continuous stop and go that benefits from regenerative braking? Absolutely it does. Does it make sense to add a battery car to already-hybrid diesel electric freight trains so they can do regenerative braking on down grades, and add a pantograph and some overhead lines to the up grades so they can run electric there instead of burning diesel? Also yes.

> The power to weight ratio of oil, ease of transport of liquid oil, and scale of petroleum a powered vehicles is simply unmatched. Go ahead and do the math on what it takes to replace a diesel oil tanker at sea to cross from Iran to China or the US to Europe, and don't forget to consider all the materials required to make battery storage equipment for such a trip.

This seems like a pretty attractive option for large ships if you're worried about power to weight ratio:

https://interestingengineering.com/energy/hd-hyundai-abs-pla...

Re: Oil hits $100 a barrel despite deal to release record amount of reserves

#114
post #105

Earlier quoted context omitted.

You can do the same with proper financial instruments, but there are insider trading laws that prevent those people with insider knowledge from profiting, but these markets have no such restrictions.

Are you sure insider trading laws do not apply? I'd be surprised.

I'm certain, they only apply to securities.

Re: Oil hits $100 a barrel despite deal to release record amount of reserves

#115
post #102
post #97

Earlier quoted context omitted.

> Helicopter gunships shoot down drones with bullets these days is very common and there are other economic means of bringing them down. > Everyone seems to be an expert today. Pot meet kettle? Speaking as a former helicopter gunship weapons and tactics instructor (WTI), this is a VERY broad generalization. Sure, a gunship can shoot down a drone with 20mm or 30mm but you have to get pretty close. And first you have t…

In Israel helicopters are routinely taking down these drones. There are many videos of them chasing them down. There was an incident where some houses were hit by that cannon fire as well. They are finding them (presumably with radar). You're probably more of an expert than me so educate me on how this works. But it is working. But yes, some drones are also being taken down with air to air missiles. [EDIT: at least t…

Wow, proximity fused 30mm. Never heard of that, but I've been out for a while and technology has really accelerated in the last 3-4 years.

Thanks for sharing.

And yes, find and fix with a strategic radar platform. It's tough to set up DCA (defensive counter-air) lanes with helicopters; they're slow and most need to refuel on the ground (an argument could be made for using H-60's. Some variants can refuel in the air).

Depending on the threat picture, it could be feasible to set helos up to defend naval assets or use them like Israel has been to defend land-based high-value assets.

Re: Oil hits $100 a barrel despite deal to release record amount of reserves

#116
post #109
post #108

Earlier quoted context omitted.

You're not wrong but neither am I. Both of these factors are relevant as is the break up of the USSR. And maybe even climate change. And globalization? I'm not sure I would use the term "empire" to refer to the USA. It was for some time the world's only "super power" and it is still by far the strongest and most able to project power conventional military. Whether or not it's "on its way out" - history will tell. May…

> I'm not sure I would use the term "empire" to refer to the USA. the UN was created in New York mostly by the US, the dollar is the world's reserve and international trade currency, the main distinguishing point of other countries foreign politics is their relationship with the US, there are US army bases all over the world, english is the lingua franca (yes, partly carried over from the British empire, but still) e…

Israel is very much a different story. Hamas initiated the last war like Russia initiated their war on Ukraine.

Israel, as a country, ignoring the fringe right, has had no desire to either have war or expand its borders. Israel simply wants to live in peace. Something the Palestinians and the Arab countries have been unwilling to accept.

You're also conveniently forgetting that pretty much the entire western world joined in post 9/11, that there was a large coalition against Iraq, and against ISIS in Syria. All those countries that were fine with using force against something that ranges from low threat to little threat to their citizenry are quick to lynch Israel when it does the same.

Attacks on Israel are also ignoring those supposed rule based world (from 1948 and onwards) and are universally recognized as war crimes (e.g. Hamas and Hezbollah firing rockets into Israeli population centers).

Maybe in your circles (obviously) there's a different story. But it's false. It's at the very least a simplistic narrative that ignores facts that don't fit in it. That's not to say Israel has necessarily always been 100% right but to equate it with Russia being 100% the aggressor is completely wrong.

Re: Oil hits $100 a barrel despite deal to release record amount of reserves

#117
post #115
post #102

Earlier quoted context omitted.

In Israel helicopters are routinely taking down these drones. There are many videos of them chasing them down. There was an incident where some houses were hit by that cannon fire as well. They are finding them (presumably with radar). You're probably more of an expert than me so educate me on how this works. But it is working. But yes, some drones are also being taken down with air to air missiles. [EDIT: at least t…

Wow, proximity fused 30mm. Never heard of that, but I've been out for a while and technology has really accelerated in the last 3-4 years. Thanks for sharing. And yes, find and fix with a strategic radar platform. It's tough to set up DCA (defensive counter-air) lanes with helicopters; they're slow and most need to refuel on the ground (an argument could be made for using H-60's. Some variants can refuel in the air).…

Israel is a pretty small country as I'm sure you know. The northern border is about 60km wide. As I understand it the big problem with drones coming from the north is that they are programmed to fly through valleys and the topography is mountainous which makes them hard to detect. Drones from Iran or Yemen have large stretches of open flat desert and have to cross very large distances. Another purely speculative thought is that the F-35s act as an airborne radar to help with detection.

Israelis get advanced warning for (most) drone attacks and have to go into shelters/safe rooms just like with missiles. There is a specific/different kind of warning.

AFAIK in the big attack last year these Shaed drones were shot down by jets with air-to-air missiles.

I served in the IAF on that northern border (not a pilot or anything like that but a somewhat relevant role) so at least I'm familiar with the topography and distances.

The other thing coming into play in Israel these days is the laser system: https://en.wikipedia.org/wiki/Iron_Beam I think it already shot down at least one drone.

Also- Thanks for your service and for the "insider" perspective.

Re: Oil hits $100 a barrel despite deal to release record amount of reserves

#118
post #116
post #109

Earlier quoted context omitted.

> I'm not sure I would use the term "empire" to refer to the USA. the UN was created in New York mostly by the US, the dollar is the world's reserve and international trade currency, the main distinguishing point of other countries foreign politics is their relationship with the US, there are US army bases all over the world, english is the lingua franca (yes, partly carried over from the British empire, but still) e…

Israel is very much a different story. Hamas initiated the last war like Russia initiated their war on Ukraine. Israel, as a country, ignoring the fringe right, has had no desire to either have war or expand its borders. Israel simply wants to live in peace. Something the Palestinians and the Arab countries have been unwilling to accept. You're also conveniently forgetting that pretty much the entire western world jo…

> Israel, as a country, ignoring the fringe right, has had no desire to either have war or expand its borders.

Oh please, this is a straight lie. I'm pretty sure you are familiar with Area C, for example.

> Hamas initiated the last war like Russia initiated their war on Ukraine.

It was Israeli Army that bombed unknown tens of thousands of civilian to death and destroyed the vital infrastructure for millions. It's for a reason we call it a genocide (while of course you called it war, because Palestinians lives don't matter). But anyway that's a nice example of how the rules don't apply to you if you don't like them and about the very selective enforcement by the international community, especially the US.

Re: Oil hits $100 a barrel despite deal to release record amount of reserves

#119
post #116
post #109

Earlier quoted context omitted.

> I'm not sure I would use the term "empire" to refer to the USA. the UN was created in New York mostly by the US, the dollar is the world's reserve and international trade currency, the main distinguishing point of other countries foreign politics is their relationship with the US, there are US army bases all over the world, english is the lingua franca (yes, partly carried over from the British empire, but still) e…

Israel is very much a different story. Hamas initiated the last war like Russia initiated their war on Ukraine. Israel, as a country, ignoring the fringe right, has had no desire to either have war or expand its borders. Israel simply wants to live in peace. Something the Palestinians and the Arab countries have been unwilling to accept. You're also conveniently forgetting that pretty much the entire western world jo…

> Something the Palestinians and the Arab countries have been unwilling to accept.

Seems to be a common trait amongst Palestinians: fighting losing wars and blowing up shit in the process because they are unable to accept reality.

The entire Middle East should just be glassed. Encase the holy lands in concrete and sink them into the Mediterranean.

Re: Oil hits $100 a barrel despite deal to release record amount of reserves

#120
post #101

Earlier quoted context omitted.

> What needs to happen is that some parts of the military, who are a bit less fanatic, switches sides. Then they need to drive the rest out of the country, and then keep them out forever, regardless of whatever chaos, instability, and misery arise within the country.

Not really. Most people will just switch sides. There aren't that many people for whom fighting to the death with other Iranians is a goal. If the 10% can control the 90% today then the 90% will have no problem controlling the 10%.

I know you said to ignore historical precedent but I don't think what you're describing has happened anywhere, ever.

You can't build a stable, prosperous country with remnants of a former regime periodically showing up at people's doors holding guns and telling them that they're now part of a resistance movement.

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