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Miscellanea: The War in Iran

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Re: Miscellanea: The War in Iran

#761

The Straight of Hormuz is open to any country willing to pay $2M per voyage. Any country except the U.S. and Israel. The most important aspect of the "toll" is that Iran prefers payment in yuan, not dollars. If Iran succeeds in nationalizing the Straight and is successful in enforcing the toll, it represents a very serious threat to the dominance of the U.S. Dollar as the world's reserve currency for trading energy.

Iran letting ships through for too small price means that oil price will fall and their only leverage over USA goes away.

Re: Miscellanea: The War in Iran

#762

Earlier quoted context omitted.

A country that goes all in renewable is in a stronger positon. UK power grid doesn't give a fuck about this war. Sure China. But unless they send in an army to retreive previously sold panels, or block the sun they can only harm future increases to supply.

> A country that goes all in renewable is in a stronger position. Depends on the country. > UK power grid doesn't give a fuck about this war. Power grid =/= economy. You're missing the point. Rising prices affect the United Kingdom economy even if it was fully run on renewables. The ships bringing products to the country don't run on renewables, the cars mostly don't, your fighter jets don't, your fertilizer doesn't.…

It is a sliding scale though. Having more renewables in the mix seems better than fewer. But indeed no one is immune to global trade and higher global prices.

Re: Miscellanea: The War in Iran

#763

Joe Kent [1] offered a possible way out of this - however slim the odds might be. Trump's one quality that may save us all from this quagmire is his ability to do a complete 180 on his previous committed path - "TACO" as his detractors like to call it. Like he did with ICE in Minneapolis, or in Yemen last year when he quit his bombing campaign after one month. If he could be convinced to just declare victory over Ira…

The Dem leadership is almost as pro-Israel as the Republicans. Schumer will go through the motions of condemning the war, but inside, he's tickled pink. Remember, it was a Dem president who supplied bombs for the Israel genocide in Gaza for two full years.

Re: Miscellanea: The War in Iran

#764

Earlier quoted context omitted.

(1) Why do you think this is worse for the Chinese government than the US? Also, this view of the strategic goals of the war seems fundamentally incompatible with both how it began and the ongoing US government narratives about it. (2) I think we all (the author included) agree with you that it's easier to break things than to build them--both hardware and relationships--so it's obvious that maintaining trade through…

(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 ship…

Great analysis. Thank you.

Re: Miscellanea: The War in Iran

#765

Earlier quoted context omitted.

It seems to me that the current war in the middle east has more to do with ensuring those who chant Death To America do not develop nuclear weapons and to set back their ballistic missile program.

I agree those are big problems! That's why I supported JCPOA. The US foreign policy blob wanted to bomb Iran instead, though, with very unclear explanations of how bombing Iran would cause a kind and non-belligerent government to take over. The more articulate members seem to take it as an article of faith that people react to American bombs by doing what the American government wants; the less articulate members hav…

A treaty whose key articles would start expiring in.. late 2025. Which Iran had no motivation whatsoever to extend had it being kept (imagine this Iran but with 2-4 trillion dollars more, more than a few going to drones and missiles). You'd have this war but on way worse terms.

Re: Miscellanea: The War in Iran

#766

Earlier quoted context omitted.

You can compare material intensity of different electricity generation technologies. https://davidturver.substack.com/p/material-intensity-electr... According to International Energy Agency mineral demand for clean energy technologies would rise by at least four times by 2040 to meet climate goals, with particularly high growth for EV-related minerals. https://www.iea.org/reports/the-role-of-critical-minerals-in...

You can recycle the minerals so it will also fall back down to almost 0 on a longer timescale. If you keep burning gas you will never stop mining.

We have heard many claims from politician about https://en.wikipedia.org/wiki/Circular_economy

You can recycle the minerals and you should recycle minerals, but almost no recycling technology can recycle 100% of minerals and recycling has always costs attached to it (this can be for example capital costs, building recycling facilities, operating costs in form labor costs for separation, energy costs for melting material and purification processes).

For example aluminum is recycled, not because we have have a shortage of aluminium ore (Earth's mantle is 2.38% aluminium by mass), but because recycling is less energy intensive then production of fresh aluminum. https://international-aluminium.org/work-areas/recycling/

Recycling of EV batteries will lose between 1-10% of the valuable metals https://blog.ucs.org/jessica-dunn/how-are-ev-batteries-actua...

The worst kind of recycling is decreasing the costs of recycling by outsourcing to third world countries, by exploiting lax environmental regulations or corrupted environmental protection officials.

https://www.nytimes.com/interactive/2025/11/18/world/africa/...

https://en.wikipedia.org/wiki/Chittagong_Ship_Breaking_Yard

https://www.npr.org/sections/goats-and-soda/2024/10/05/g-s1-...

Re: Miscellanea: The War in Iran

#767
post #735

Earlier quoted context omitted.

China's built strategy suggests they want to invade Taiwan. What else are those bridge barges for? And yeah, it's a dumb idea, but Taiwan, unification in general, seems to be one of the handful of things China can't quite manage to be rational about. They didn't have to grab Hong Kong ahead of time either.

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 n…

> 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.

Notably they were in a position of air inferiority the whole time, despite certain popular perceptions. So not really comparable. (Indeed if China, by contrast, is making preparations for an amphibious invasion, surely that says something)

> 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.

That the front in a somewhat evenly balanced war would stabilise on a natural obstacle isn't so surprising. We can't leap from there to say that such natural obstacles would make for stable defensive lines in a less balanced war.

Re: Miscellanea: The War in Iran

#768
post #126

Earlier quoted context omitted.

> It will act to save itself first, even if attacking the aggressor hurts itself too in the process. Of course, but as we see simply focusing on ground forces, drones, and anti-air defenses would be strictly better . (Because they wouldn't be this sanctioned, and they could even have a civilian nuclear energy program too.) > 2T USD It's a number coming from an Iranian trade official. I heard it in this video: https:/…

It can't be 2T USD. That's about 60 times the cost of the Manhattan project in today's dollars. It could maybe be 2T Iranian rials.

Iran claims 1T USD damages as a result of US leaving JCPOA alone - in 2021. Now add in 5 more years, wars, sanctions before JCPOA was signed, direct expenditures on enrichment...

https://www.aljazeera.com/news/2021/2/21/us-sanctions-inflic...

Re: Miscellanea: The War in Iran

#769

I think this analysis is missing the big picture. (1) reducing oil shipments to China is good posturing for the US; hence Venezuela and Iran ahead of 2028. These are shaping operations. China suffers more from these conflicts than the US. (2) Iran isn't the only one who can control passage throught the strait. All gulf countries can do so. If Iran can cheaply cut off passage, so can Saudi Arabia and UAE and everyone…

The continued stalemate will likely continue in my opinion. Continued daily strikes by the US and Iran squeezing the strait. China is severely squeezed by loss of oil. Russia benefits from rising oil prices. Everyone else will get to relive the 1970s. Stagflation here we come.

Upside: Maybe helps a tiny bit on climate change.
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