RANT: I'LL SEE YOUR DRONE AND RAISE YOU A BABY NUKE.

    

WITH THE COCK-UP in West Asia (Middle East) threatening to ignite into something larger and more dangerous these past few months, we’ve been neglecting that other war, the one in eastern Europe, namely NATO versus Russia. Of course it’s really the collective West—Europe, America and cucks like Canada—who are in the fray supplying weapons and money to Kiev. So, it’s not just Ukraine fighting Russia, though it's Ukrainian soldiers who are the ones doing the dying, saving us the distress of seeing coffins draped with Canadian flags arriving home. So, there’s that.

But after four-plus years of war, the end game is closer than we imagine. To be clear: Russia is winning the war. It will succed in defeating Ukraine and its Western backers. All along the nearly 1300km front line, Russia is advancing at a relentless pace, if a slow one, because its main war aim is to attrit the Ukrainian army until it is a spent force. The capture of territory is secondary to the Kremlin’s goal of destroying Ukraine’s NATO trained, supplied and armed military that, in addition to the possibility of "defensive" nuclear-capable cruise missile installations along its border, it considers the force and its NATO backers as an existential threat to the Russian nation. Naturally, the Americans would feel similarly threatened if China, say, were to build missile installations at Windsor, Ontario aimed at Washington. Of course, the Americans would take action to eliminate such a threat along its border. [see: "radioactive ashtray". Ed.]

IN UKRAINE'S NORTH, the city of Kharkiv may once more be in Russian hands by summer’s end. Next is Sumy, a city of 250,000 and the last metropolitan region standing between Russian forces and Kiev. Russia will probably encircle and lay siege to the city, as it has done to other Ukrainian cities, cutting off supplies and weaponry. But the big question is: Will the Russians move on Kiev? Or will they move south on Odessa where, in recent weeks, it has been bombing port facilities and infrastructure in a bid to cut off weapons shipments and eliminate naval drone launching sites. When Russia finally takes the historic port city, Ukraine will be cut off from the Black Sea, becoming a land-locked rump state.

 

THERE IS SOME TALK about Russia finally taking the gloves off and winding up the war, taking all of what it calls Novo Rossiya (“New Russia”) that includes much of eastern Ukraine where most of the population is ethnically Russian and whose first language is Russian. It’s tragic to think that Ukraine could have saved so much blood and treasure and remained whole [except for Crimea] had it signed off on the “Istanbul Accords” in 2022 during the early months of the conflict. But pressure from the West, notoriously through the efforts of then-British PM Boris Johnson acting as Western point-man, put the kibosh to the peace treaty by guaranteeing NATO’s full support (save for troops) if Zelensky would tear up the deal. He did and here we are today.

OF LATE there has been an increase in Russian drone and missile attacks on Kiev and on energy and weapons manufacturing facilities elsewhere in Ukraine, and these may portend a change in the pace of the war.

 

👉THERE HAS ALSO BEEN A CHANGE in rhetoric as the NATO-Russia conflict grinds on, namely the use (or more accurately the lack of use) of the term “deterrence”. During the Cold War, the word was always present when analyzing the threat levels of proxy conflicts between the world’s two nuclear super-powers, the USSR and America. Each, with vast arrays of nuclear weapons between them, took deterrence very seriously, as they struggled for dominance in proxy wars and regime change operations over the decades. The intensity of these proxy campaigns was tempered by how far they could push the other before a threat became existential, where the survival of the nation was perceived to be at stake, and where the use of nuclear weapons was seen as a last resort. 1962’s “Cuban Missile Crisis” is a case in point, where the USSR, in response to the United States installing Titan nuclear-armed missiles in Türkiye, some months later installed similar weapons in Cuba, in a dangerous game of ‘tit-for-tat’. With both sides seeing the other’s actions as an existential threat, the world came within a hair’s breadth of nuclear war. What ultimately stopped this horrific escalation was the deterrence factor embedded in the M.A.D. principle (“Mutually Assured Destruction”). In this scheme, each side realizes that regardless of who strikes first, that country would be destroyed by a deadly counterstrike, leaving both, along with much of the northern hemisphere, a smoldering, radioactive ash-heap. It also helped that both President Kennedy and the USSR’s Premier Nikita Khrushchev’s served during WWII where they saw first hand (particular in Kennedy’s experience) how modern, industrialized conventional warfare could devastate whole regions of the globe, a factor, surely, in their assessments of how apocalyptic—by orders of magnitude greater—the use of nuclear weapons would be. Each calculated the mega-deaths and devastation that would follow if their armies unleashed the deadly force of their nuclear arsenals. Thakfully, in the end, each was deterred from attacking the other.

 

TODAY, WE SEEM TO BE BLITHELY IGNORANT of nuclear weapons and their destructive power or else we foolishly assume we can survive a nuclear war with minimal damage and even emerge victorious.* For decades, Russia has said the expansion of NATO into eastern Europe following the breakup of the Soviet Union in 1992 was threatening existentially to it, with Ukraine in NATO being an absolute red line. In the 1990s and early 2000s, Ukraine was a neutral state with a pledge of neutrality written in its constitution. Subsequent pro-Western administrations in Kiev eventually changed this status and NATO came courting with armaments and money, until 2022 when Zelensky prepared to launch an attack into the Donbass region to quell dissent and silence calls for separation from Ukraine by the two oblasts of Donetsk and Luhansk whose populations voted to join the Russian Federation. In late February of 2022, Russia invaded Ukraine in defence of the ethnically Russian people of the Donbass and to make it clear it would no longer tolerate a pro-Western government in Kiev that was armed and equipped with the latest NATO weapons, tech and training.

 

FOUR YEARS ON and Ukraine has been emboldened, using long-range drones and missiles to attack deep into Russian territory, and while these assaults do not threaten or degrade Russia’s war-making capacity or change the inevitable Russian victory to come, nevertheless they indicate Ukraine and the West, particularly the Europeans, no longer are deterred by Russia’s array of nuclear weapons. Recall the incremental goading of Russia by NATO through its proxy, Ukraine, as the “defensive” military alliance introduced various weapons, weapon systems, munitions, tanks, missiles, drones, etc. into the conflict, gauging Russia’s response to each escalatory move by NATO and the West. Recall in June of last year how Ukraine attacked Russian heavy lift bombers—part of Russia’s strategic (read: nuclear) defence force. On what planet [Apparently, this one. Ed.] is it a good idea to attack bombers tasked with the delivery of nuclear-armed cruise missiles and gravity bombs? Recall also in May of 2024 how Ukraine used drones to attack Russia’s early warning radars used to monitor American ICBM launches, should that fearful day ever come. During the Cold War such provocations would have been unthinkable.

YET TODAY, European leaders issue bellicose statements demonizing Russia as they gin up their respective populations to prepare for war with the Slavic giant by decade’s end.

👉WTF, Charlie Brown! What are these bloodless pricks trying to do?! Instead of diplomacy and crafting a security architecture for Europe that includes Russia in a treaty everyone can (mostly) live with, it’s warwarwar! with most NATO-allied nations singing from the same hymn book. [Canada, America’s brown-nosed rent-boy, is in on this clusterfuck, don’t forget, and balls-deep as they say. Since 2022 the Liberal government in Ottawa has sent war materiel and armaments to Ukraine and committed 25 billion dollars to the notoriously corrupt Ukrainian government under Huckster-in-Chief, Zelensky. [Cha-ching! Ed.]

 

THE POLITICAL ELITES in Europe and the Collective West that have gotten us into this mess have to go the way of the dodo. And soon. There are stirrings in Germany, Spain and Poland, for example, but Europeans need to take these little Napoleans out to the collective woodshed and give them a good hiding! There is hope (and danger as well) as populations in Western nations are increasingly at odds with their governing elites. We all see the emperor has no clothes.

 

👉TODAY, we stand at an inflection point where change and violence walk side by side to that inevitable fork in the road, and which path we’ll be on is yet to be decided.  Let’s hope the drones and long-range cruise missiles we are currently firing into Russia don’t trigger the use of a tactical nuke or two by Moscow. Can’t say we haven’t been warned.😱 Isn’t that enough to deter us to seek a diplomatic solution to the conflict instead? Stay tuned!     

 

 

CHEERS, JAKE. _____________________________________

 

*Hence Trump’s recent musings around creating a “golden dome” over North America (or just the U.S. if Carney refuses to pony up billions of dollars for the scam project).  And, as it was with Regan’s pie-in-the-sky “Star Wars” missile shield of the 1980’s that proved to be unworkable so, too, will Trump’s version of the same boondoggle which will prove even more unworkable in this age of hyper-sonic ballistic missiles armed with multiple nuclear warheads that can travel thousands of miles per hour. It should be noted that if guardian missile arrays could protect the United States, say, from incoming ICBMs (“Inter-Continental Ballistic Missiles”), this would be a destabilizing factor in the M.A.D. deterrence architecture. If one side believes it can launch a pre-emptive strike on its foe and not be devastated by a retaliatory response or, more importantly perhaps, if the foe thought such a defensive umbrella would work blunting its own retaliatory attack, then the options to launch before such a system could be put in place becomes all too real.

RECALL that during the Cold War, both Russia and the United States had one or two defensive missile batteries ‘guarding’ their capitals. That’s all. In other words, the installations were symbolic as part of the ABM “Anti-Ballistic Missile”) treaty of 1972 between Russia and the United States that limited each side’s ABM missile arrays to one site each, thus ensuring both sides had a healthy respect for the other side’s nuclear arsenals—i.e., the M.A.D. deterrence formulation that kept in check the establishment of ABM systems on a continental scale. [Regan’s Star Wars ballistic missile shield scheme didn’t get off the drawing board, and Trump’s “Golden Dome” missile defence proposal will prove equally unworkable.

 

IN 2002, the ABM treaty was foolishly walked away from by George Bush Jr. during whose tenure additional anti-ballistic missile sites were established in the U.S. That a working ABM defensive shield has not been developed to date speaks to the physical impossibility of stopping an all-out attack with hundreds, even thousands of missiles raining down death and destruction by the mega-tonnage. Same goes for Russia. Any ABM system on the drawing board that’s been ‘gamed-out’ has been assessed as unworkable and a non-starter. [See Professor Ted Postol’s explainer (here.)] Thus, for thirty years both countries were deliberately left vulnerable, with no ABM shield capable of stopping more than a handful of incoming ICBMs, thus ensuring each side would mind their p’s and q’s and respect each other’s “red lines”. Or else. That’s deterrence, folks. Something we need to remember.

 

 

RANT: LEAVING ON A JET PLANE, DON’T KNOW WHEN I’LL BE BACK AGAIN…

 

RECALL THE PROVERB about the hole in the bucket—you know, the one where the farmer goes to the well to draw water, but no matter what he does the hole determines the carrying capacity of his water bucket. He will need to make more trips to collect the same amount he previously collected, costing him time, energy, and ultimately money. Or he will make do with less. Yes, he could repair the bucket but that's beside the point: In systems theory, there is the principle that an organism or an organization is only as strong, as viable, as its weakest link:

 

“The principle that "a system is only as strong as its weakest link" means a system's overall performance is limited by its most vulnerable component. [Italics mine] In system theory, this bottleneck or constraint—whether a person, process, or technology—determines the maximum capacity and failure point of the entire system. Strengthening the weakest part yields the highest improvements.” (Google AI)

 

THE STRAIT OF HORMUZ is the ‘weak link’ in the system of transporting crude oil and distillates from the Persian Gulf to the world. Functionally, it hadn’t been one before February 28 when Israel and the United States decided to once more attack Iran in round two of their illegal war of aggression against the Persian state. Prior to that, the Strait had been open and freely navigated by all. Iran closed the Strait (the sovereignty of which it shares with Oman), to vessels from nations hostile to it and those aiding and abetting their activities. Most Gulf oil goes to Asian markets (80 to 90%), with China receiving over one-third of all deliveries. Over 50% of China’s oil comes from the Gulf through the Straits of Hormuz, while ninety-eight percent of Filipino oil and nearly 90% of Japan’s crude oil comes from the Gulf. These countries and others (Italy, Greece, Poland, Spain, Malasia, India and Pakistan) have negotiated deals with Iran and now pay it toll fees, some as much as two-million dollars per tanker, for safe passage through the Strait. That amounts to billions per year in increased revenue which will go towards rebuilding Iran’s infrastructure damaged during the United States/Israel-Iran war begun in June of last year and reprised on February 28. There has been a tenuous ceasefire since April 7.

 

Note: Dissatisfied with the pace of peace negotiations brokered by the Pakistanis in Islamabad, on April 13 the United States imposed its own blockade (a blockade of a blockade!), denying passage for ships bound for, or leaving from, Iranian ports. This was done to pressure Iran to open the Straits to all maritime traffic free of charge, as it was before the war.* [Surely, war planers in the Pentagon considered closing of the Strait was something Iran would probably do once the shooting started? Now the mess created by the U.S. and Israel has spread, with ramifications for the entire globe. Nice job, guys! Ed.] Over three-quarters of Iran’s oil shipments have, thus far, been confiscated by Trump’s illegal blockade. But with millions of barrels of oil already in tankers at sea and in its shadow fleet ships, with pipelines to Turkey and the Caspian Sea, and with higher crude oil prices due to market unease over how the war is gaming out, all these mean that Iran can sell its oil at premium prices, resulting in an overall increase¹  in state revenues. 

STILL, there's the problem of Iran’s oil storage capacity being nearly full, which means oil wells must be capped, until their flow can be restarted at a future date (not an easy process.) And, don't forget the same problem exists for the rest of the Gulf States with uncapped oil wells filling up storage capacity, necessitating more and more wells be temporarily shuttered, adding to the time it will take to restart them and ramp up production after the war ends. 

👉That's unless Trump does something really stupid like starting the bombing campaign again. Which would trigger Iran to respond with a massive missile attack, decimating the Gulf states (and Israel, and American bases in the Middle East) and their oil infrastructure, taking offline 20% of the globe's oil supply. The resulting damage to economies throughout the world in the wake of such a clusterfuck would be incalculable.

 

MEANWHILE, in early May as I write this, countries around the world are beginning to feel pressure points in their economies as looming shortfalls in crude oil supplies are ‘baked-in’ and all but inevitable, with the resulting supply-chain disruptions already being felt in Asian countries, especially those with inadequate strategic petroleum reserves, or ones that are hard-pressed to pay for more expensive petroleum products. By now, most tankers that exited the Straits prior to February 28 have reached their destinations and have discharged their cargoes. Once that is used up, there will be a 20% shortfall in available crude until production levels once more meet the demand. Unless something is done to bring this war to an end real soon, some commentators predict a global recession by the summer and the possibility of a serious depression this autumn—one that could be on par with the Great Depression of the 1930s—unless crude oil and petroleum distillates are flowing full-throttle within the next few weeks. 

The American ‘counter-blockade’ against Iran must be lifted before the Iranians will even consider talks on opening the Hormuz Strait to pre-war traffic levels. Gulf states that aided Israeli and American attacks are not allowed to use the Straits at present. Global shortfalls in crude oil will mean shortages in dozens upon dozens of plastic products made from oil, including distillates like diesel and jet fuels.

 

Other Gulf exports like LNG, urea and ammonia (used in fertilizers), aluminum, as well as helium used in the manufacture of computer chips, will soon be in short supply. 

And a shortage of certain pigments made with petroleum distalates, along with an accompaning price hike in the available stocks, has led one Japanese (potato) chip manufacturer to print their bags in black and white [The Horror! The Horror! Ed.] 

👉ALREADY, farmers here in Canada are predicting lower crop yields later this year and next summer, due to increased cost of fertilizers, herbicides, diesel fuel, etc. Canada uses approximately 2.4-million bpd of oil, including nearly 900,000 bpd that is imported and sold primarily to eastern Canada. In an oil crunch, I guess Canada could export less to fulfill the country's needs or access the nearly limitless Alberta oil sands. Problem there is getting the oil from the west to the east coast. There are no east-west pipelines for a variety of reasons, and so Canadians should not be too sanguine about easily accessing oil diverted from exports or topping up our tanks with oil sands bitumen in a pinch. All may not go according to plan. And it's interesting to note that Canada is the only member of the G-7 countries that does not have a federally-controled strategic oil reserve, relying, instead, on the vast bitumen deposits in the west. Hmmm...

 

AIR LINES were the first headline grabbers, with an insecure supply chain for jet fuel causing the immediate cancellation of flights or the elimination of air travel routes altogether. (Who wants to buy a return flight ticket when jet fuel might be in short supply at the other end.)

IN EARLY APRIL, farmers in Ireland protested the rising costs of diesel by creating roadblocks with their tractors and other forms of peaceful demonstrations. FOLKS, THE PAIN WILL COME HERE in the next few weeks with the fuel price rise (despite the Liberal government temporarily removing the federal sales tax on gasoline). Expect scarcity of some food products and consumer goods along with price increases. 

 

👉As long as the Straits of Hormuz remains closed, things will only get worse. A note, passed from the Iranian delegation to Pakistani mediators listed five prerequisites that the Americans and Israelis must accept before negotiations over Hormuz could be discussed. These ‘givens’ to any future treaty run headlong into America’s maximal demands of "zero enrichment" of nuclear fuels and limits on Iranian missile forces; etc.. It’s hard to see where a deal can be made, especially given the abysmal track record of Trump’s negotiating team of Mutt and Jeff Kushner and Witkoff; the continued use of those two suggests to all and sundry that the Americans are not interested in genuine peace negotiations. If they were, they would not send these two unserious people to do the hard work of negotiating on behalf of the American government.

 

IT'S a knock-em, smack-em, drag-out match to see who will groan first--Trump or Iran. It's about who can withstand the pain the longest as world markets crash and economies slide into Recession, and even into that razorback-filled pit of Depression, as supply chains crack and crumble. The United States started this thing, with Zionists at home and abroad aiding and abetting, and arm-twisting the American president into yet another foolish and costly escapade in the Middle East. It's not just Epstein's ghost that haunts the sleep of President Trump, it's also the Three Ghosts of Modernity: Hubris, Indifference and Envy.

 

👉I THOUGHT I would get back in writing mode now that Trump’s gone to China and all of us can take a breather and walk through sunlit fields far from The Donald's rollercoaster ride to Hell. Perhaps the Chinese will keep him. Wouldn’t that be nice?     

 

CHEERS, JAKE. _____________________________________

 

* AS I UNDERSTAND IT, Iran’s blockade is legal because the Strait of Hormuz waters lay within its (and shared with Oman’s) maritime territorial waters. The United States is in breech of international law because it has no jurisdiction to seize Iranian ships in the Gulf of Oman’s waters. Iran’s blockade of this vital ‘choke point’ in the maritime supply chain for oil may set a precedent for other such bodies of water throughout the globe. 

 

1. Recall that the United States originally allowed Iranian oil shipments (and Russian oil which remains tariff free) to reach their destinations, thus keeping the international price of oil from climbing too quickly. They subsequently placed sanctions on any country buying Iranian oil. Perhaps the most important aspect in this whole kerfuffle is the willingness on the part of more and more buyers to purchase Iranian oil using local currencies, chiefly the Chinese Renminbi (RBM) instead of U.S. dollars, thus avoiding American scrutiny of their dollar-trade activities. Not using the USD or “petro dollar”, is a sign of the weakening hegemonic power America exerts over global financial markets, with more dominoes set to fall in the coming months and years. 

Stay tuned!

 

 

  

       

RANT: WARPEACEWARPEACEWARPEACEWARPEACEWARPEACEWARPEACEWARPEACEWAR

 

 

“April is the cruellest month, breeding

Lilacs out of the dead land, mixing-

Memory and desire, stirring

Dull roots with spring rain”

(line 1-4, The Wasteland, T. S. Eliot)

 

LET’S HOPE OUR APRIL is less cruel than Eliot’s was when he published The Wasteland in 1922, following those long, broken years after World War One. SO FAR in West Asia, the Strait of Hormuz has apparently been reopened to all ‘friendly’ traffic and peace…oh, wait. That was yesterday. Today, apparently, it’s closed again to all, or mostly all, traffic, potentially stopping 20% of global oil reserves from reaching their markets. Originally, the Iranians had closed the maritime ‘choke point’ in response to the February 28 attacks by the United States and Israel which ended the November 2025 ceasefire.

Since February 28, the Iranians have launched devastating counterattacks against Israel, as well as Gulf Arab states hosting American military bases or allowing overflights of American and Israeli warplanes.

 

AFTER WEEKS OF intense bombing and missile attacks from both sides, a two-week ceasefire was negotiated and went into effect April 7. In the following days, Trump insisted there also be a ceasefire to temporarily end Israel’s ferocious attacks on Hezbollah militia (Iran’s ally). Over 2,000 Lebanese were killed, 6,000 injured, and nearly one-million have been displaced from southern Lebanon since March 1.  Not to give Donald Trump any more credit he doesn’t deserve, but here he may have ‘boxed the ears’ of the Israelis to include the Lebanon deal, though Israel says it retains the right to launch “defensive” attacks (and it continues its scaled-back, for now, ‘Gazafication’ of southern Lebanon, irrespective of what the feckless American president says). On a Truth Social post, Trump said: “Israel will not be bombing Lebanon any longer. They are PROHIBITED from doing so. Enough is enough!” (April 17)

 

IRAN, responding favourably to Trump’s apparent arm-twisting of the Israelis¹ to make them honour 😂 a ceasefire with Lebanon’s Hezbollah, opened the Strait to commercial shipping.

LATER THAT SAME DAY Trump announced he would not be extending sanctions relief* on exported Iranian oil he'd initiated with Iran at the same time he did for Russian oil “on the water” to keep global oil markets relatively ‘topped up’ and prices as low as possible. He also announced, on April 17, a blockade of Iranian ports along Iran’s southern coast beyond the Strait of Hormuz, and for those Iranian ships transiting to and from the Strait (illegal under international law, but who’s counting?). The next day, Saturday April 18, Iran closed the Strait once more in response to this skullduggery by the U.S. 

ON SUNDAY, an American warship crippled and boarded a commercial vessel attempting to run the American blockade in the Sea of Oman as it transited to the Iranian port of Bandar Abbas. The ship carried cargo from China. Q: Is that why the ship was stopped, because it was from China? America wanted to peak 'under the hood' to see what China was sending Iran?Who knows?

 

NOTE: The Iran War ceasefire, in effect since April 7, is due to expire on Wednesday. Trump said the Americans were sending a crackerjack negotiating team (Not! It’s the same losers as before—Vance, Witkoff and Kushner) to Islamabad, I guess hoping for another marathon negotiation to be hammered out before Wednesday's ceasefire deadline. As of this writing, Iran has not confirmed it is sending a negotiating team. Frankly, why should they? The American "B-Team" (at best) shows one and all that the United States is not serious about substantive negotiations and they are there just for show. It's a performance. Nothing more.

I'M GETTING WHIPLASH with all the toing and froing from the American president. Is this leadership? Or untreated ADHD? We have indeed been press-ganged aboard the SS Donald Trump. Batten down the hatches, Maties!

 

ON A RELATED TOPIC, Larry Johnson, a former CIA officer who writes at Sonar21.com, said during an interview on the Daniel Davis Deep Dive podcast that the real effects of the turmoil in the Persian Gulf on world oil supplies are only now about to be felt. Other economies are adopting rationing of their domestic oil reserves, or tax relief on gasoline etc. Canada has recently waived federal excise taxes on gasoline, diesel and aviation fuels until Labour Day. Prices of petroleum products have gone up around the world because oil is a globally traded commodity and is sold within an international price range, though as an oil producer, our domestic refineries here in Canada are well-stocked. Nevertheless, I noted a 35-cent per litre increase in gasoline at the pumps over last week. Other countries are less advantaged, like Japan which imports over 90% of its oil needs. China imports roughly 50% of its oil requirements from the Gulf region, with 12% coming from Iran.

 

HERE’S THE RUB:

On February 28 Iran is attacked by Israel and the United States, ending the November 2025 ceasefire. Subsequently, Iran closed the Strait of Hormuz to all save “friendly” traffic. Missile and drone attacks between Iran and Israel/United States continued throughout March, with the Strait mostly closed. On April 7, a two-week ceasefire was brokered. On April 17, Trump (“Enough is enough!”) insists on a similar ceasefire between Israel and Hezbollah in Lebanon. [Hezbollah militias were established following the invasion of southern Lebanon by Israel in the Nineteen-Eighties. They are the major military force in that country and the only one that can stand against Israeli aggression. Ed.] Following Trump’s peace initiative between Lebanon’s Hezbollah and Israel, Iran opened the Strait of Hormuz, stating that the terms of the original November 2025 ceasefire between Iran and Israel/United States had finally been fulfilled (by the Lebanese ceasefire, something that was ignored by the Israelis). A positive move, right?...until Trump said he will not extend the U.S. moritorium of secondary sanctions on Iranian oil. He also sent naval ships to blockade Iranian ports. Sigh….

 

👉HERE'S THE REAL RUB nicely summarized, I must confess, by Google’s AI:

 

“Based on April 2026 reports, recovery from a blocked Strait of Hormuz will take months due to severe supply chain disruptions and backlog, even after the waterway reopens. While initial shipping traffic might stabilize within roughly two months, full recovery of Middle East exports is expected to take 12-18 months, with shipping schedules remaining disrupted for months.” (Google AI)

 

ANOTHER WAY of putting it: Each day that oil does not flow through the Strait, along with fertilizer, urea, LNG, diesel and airline fuels, aluminum and helium (though each will have separate metrics), for each day that oil in particular does not flow through the Strait of Hormuz at roughly 20M bpd, several days (a week? More?) are required to get production and distribution back, and until that happens a short fall of 20% in the world's petrochemical energy supply, with all the cascading effects throughout the world's economies that will entail, will become the new normal for some time. Another month of restricted passage (not including damage done to Iran’s and the Gulf State’s oil infrastructure in the meanwhile) may entail global oil shortages lasting several months. 

👉 Should this regional war go pear-shaped and Iran's civilian infrastructure and oil distribution network are attacked, Iran is capable, along with their Houthie allies in Yemen, of putting offline over one-third of the world's daily oil consumption!😱 

IF THIS BABY isn’t put to bed real soon, we’re going to end up in a world of hurt. Buckle Up, Amigos!  

 

 

CHEERS, JAKE. _____________________________________  

 

* American sanctions on Iranian oil shipments, along with Russia’s that are on the water as of March 11 would be lifted. The last of those ships carrying tens of millions of barrels of oil will soon reach their ports. Sanctions were lifted on Iranian (and Russian) oil to keep global oil markets stable and the price per barrel from inflating to the point where economies worldwide begin to wobble.

 

“The step was part of a series of measures launched by the Trump administration to quell skyrocketing energy prices following the start of the war on February 28, including a similar easing of sanctions on Russian oil at sea.” (Times of Israel)

 

TRUMP ALSO ANNOUNCED that the U.S. would blockade Iranian ports south of the Hormuz Strait (an act of war according to international law), part of his usual negotiating tactic of “maximum pressure”, to make Iran concede. We’ll see who yells “uncle” first. Predictably, Iran responded to Trump’s latest pressure tactic by again closing the Strait of Hormuz. Good job, Donald.

IT SHOULD BE NOTED that U.S. naval vessels operating in the Gulf of Oman, some distance from Iran’s coastline, will be interdicting Iranian shipping to and from the Persian state’s ports. Or at least they’ll try.

Oil aboard Russian tankers on the water will see an extension of the American moritorium on secondary sanctions. Eliminating secondary sanctions allows Russian oil to be sold to countries without financial penalties accruing to the importer. Iran is not so lucky in this matter. 

 

1. Patrick Henningsen, in a recent talk on his podcast, Sunday Wire, suggests Trump and Netanyahu are reading from the same playbook, that there is no disagreement between them in terms of goals or tactics. When Trump gave a gruff ‘cease and desist’ order for the Israeli president to stop his attacks on Lebanon, Netanyahu ignored him though he did slow down for a day or so. But it’s all show—a kabuki theatre, Patrick says, designed to flood the media space with contradictory statements and false narratives, disguising how much Zionist and Imperial objectives overlap. For example, Trump and “Bibi” both want Iran gone as a nation state and they play good cop-bad cop games to disguise this fact. More and more though, Trump will drop a turd in the punchbowl and just say whatever comes to the surface in his increasingly fried brain like: “We’ll just have to drop more bombs” or “I want the oil”.  

Out of the mouths of babes and sundowners! 

 

“Gazafication”— “Refers to the extension of Israeli military tactics like siege, intense bombardment, destruction of infrastructure, and forced displacement used in the Gaza Strip to other areas, mostly notably the West Bank. It describes a process of creating “coercive environments” that make areas unlivable for Palestinians through surveillance, confinement to enclaves, and destruction of civilian life.” (Google AI)