Hey, I thought the war was over.
Three Commercial Ships Hit Near Strait of Hormuz
The Wall Street Journal reports Three Commercial Ships Hit Near Strait of Hormuz
Three commercial ships were struck around the Strait of Hormuz on Wednesday as Iran stepped up its efforts to halt traffic through the critical oil conduit. The U.S. military has turned down requests to escort tankers or other civilian ships through the strait, with defense officials saying it won’t do so until the threat of Iranian fire has eased.
I am pleased to report the US will provide escorts as soon as they are no longer needed.
Q: How soon is that?
A: Please, don’t get me started on more of this soon stuff.
What happened to the victory? To military escorts? To Trump setting the terms of the surrender?
Well, I am pleased to report the war has been won!
Trump Says We Won the War
Trump Celebrating the End of the War
Q: Now that we’ve won the war, what’s the price of oil doing?
A: Good question. Just as one might have expected. It’s up over 7,5 percent to $94 a barrel.
Wait! What?
Right in the Middle of His Gaslighting, Guess What
Just Do It!
Have Some Guts
What Are the Goals?
Who the hell knows what the goals are? Even Trump doesn’t seem to know.
Tapping Reserves
Excuse me for asking but why didn’t Trump fill the reserves when crude was below $60?
More importantly, why didn’t he fill the reserves before starting a stupid war?
Shocking But True
China Was Prepared
Interesting Fact
US-Owned Tanker Hit
US-owned SAFESEA VISHNU oil tanker has been hit near Iraq by an underwater drone This the first US-owned oil tanker taken out in this war
China Monitors the War
I have no idea regarding the translation, but that looks legit.
Costs Keep Mounting
Sorry, but those are not the costs. Factor in gasoline prices, natural gas prices, aluminum prices, lost trade, permanently disrupted supply chains, and rebuilding costs.
We are easily over $100 billion now and headed to a trillion.
Have We Discussed Fertilizer Yet?
I sense more aid for our farmers is coming.
Mystery Solved!
We started the war to keep us out of war.
Fact Check
Yes, that is truly 5D thinking.
Well, at least we won the war.
Related Posts
March 10, 2026: What If the Iran War Ended Today? How Long Before Oil Is Normal?
That’s a big IF that isn’t happening, but what IF?
March 10, 2026: An “Angry” Senator Blumenthal Says “Path Is Boots on the Ground” in Iran
OK Mish, What Are the Odds of Boots on the Ground?
March 11, 2026: IEA Will Release the Most Oil in History Hoping to Lower Prices. Impressive?
The IEA will release 400 million barrels of oil hoping to tame crude prices. So what?
They’ve decided it’s safe enough to escort tankers now:
https://news.sky.com/story/us-navy-to-escort-oil-tankers-through-strait-of-hormuz-treasury-secretary-tells-sky-news-13518742
Who wants to bet on whether the tankers, the navy ships, or both get set on fire?
A couple of weeks ago, oil was at $55/barrel and gasoline in my hood was running at $2.85. $200/barrel is 3.64 times $55. $2.85 x 3.64 = $10.37/gallon. Prepare appropriately. Thankfully, my new Honda Civic Hybrid gets 51 mpg. I expect the world economy to go into a deep recession starting in about 1 month to 6 weeks. I’m very fortunate to be in a good position to weather the storm. I’ll be happy to take your cool stuff off your hands for pennies on the dollar. Great motorcycles, watches, solar panels, let me know…
You can’t use simple multiplication to predict gas prices from oil prices. There are many other cost inputs for the price of gasoline.
Oh, I get that. Used to work in the industry myself. Interestingly, moving fuel at whatever state of processing from one place to another is a significant cost input. And as petro prices increase, transport costs go up accordingly and become a higher cost input.
What is now clear as day is that oil and gas will not be flowing from the Persian Gulf for the foreseeable future.
Let the global consequences of Trump being owned by his Epstein adventures continue in earnest!
Nothing I can do about it except profit and profit I will.
Find the biggest and oldest producers in the US and buy. Their costs for production are minimal and their income will explode. Get a piece.
Defense contractors probably won’t be going bankrupt any time soon
Who would be dumb enough to take Trump’s advice?
MAGA seamen.
All the MAGA seamen is already dedicated to little girls
<golf clap>Well done, well done!</golf clap>
The Persians have existed as a distinct culture for over 2500 years. They’re a warrior race! The idea that some flatulent game show conman is going to beat them in a few weeks is insanity.
The direct contribution to the US debt during the first six days of this attack on Iran was $2 billion per day. Trump claims that bigger attacks have happened on most days.
One can extrapolate that we have spent around $40 billion so far, with no end in sight.
Global disruptions will be measured in the trillions of dollars and all of it is inflationary.
Interest rates Treasuries have to pay to get a bid are rising every day. Trump is destroying any semblance of credibility in our nation and hurting the dollar and its buying power.
Who does Trump work for?
Trump works for Bibi.
Both the PEDOTUS and Satanyahoo work for Moloch.
Consumers will pay 100 times the cost of the war in the devaluation of currency that wars always cause. The consumer is still paying for Vietnam.
There are theoretically infinite future generations to steal from.
Military genius Don Tzu teaches: If I don’t know what I am doing my enemies don’t know it either.
Epic Fury is developing according to this stratagem.
1, “Who the hell knows what the goals are? Even Trump doesn’t seem to know.”
The goal has long been obvious, but it cannot be said in public out loud. The American and Israeli goal is to turn Iran into a failed state, much as was done to Iraq, Syria and Libya.
This is why the United States double-taps schools, hospitals, apartments and the like.
2. At the rate this war is going, Trump may have to release The Epstein Files to distract the public from the war that Trump started to distract the public from The Epstein Files.
So much winning.
3. We are regularly assured that the Iranian people are just itching to rise up, throw off the government, etc..
Let us pretend that this were true. Then why don’t Trump and Hegseth and Rubio go to Iran themselves? Surely, this would spark that uprising, surely they would be greeted with open arms, people would hug them, tearfully proclaiming that the murder of their children was surely worth it, women who were finally free to open an OnlyFans would declare that they would purchase Trumpcoins with their earnings, etc..
Right?
here you go: From the standpoint of the US/Israel, the closest thing to victory might be collapsing Iran into ethnic balkanisation and a failed state — to destroy Iran a a nation — with catastrophic consequences
https://www.thomasfazi.com/p/the-us-and-israel-cant-win-against
Absolutely no way that would create thousands of terrorists cells… this should be fine.
From the Israel/National Security State perspective, that is a feature, not a bug.
Take away “terrorism” and the National Security State would have no reason to exist.
Take away antisemitism. real, imagined, or manufactured, and Israel would not longer be able to demand special pleading or double standards. Hell, Israel’s stated reason to exist would go away.
That could be true. But Iran can completely destroy the Gulf states, including their oil and gas facilities. With each attack on a specific location in Iran (a desalination plant, a bank, an oil depot), equivalent locations in the Gulf states are destroyed by Iran. The United States and Israel know this, but they continue. I wonder if the ultimate goal isn’t also to destroy the Gulf states. Why?
The US doesn’t want the Gulf states destroyed. Israel does.
They playing that kid raper like a fiddle.
Because nobody in Tel Aviv cares about the Gulfie tyrannies. (I admit that I have little sympathy for the rulers there, either.)
Could the Trump’s end up controlling the profits of oil sales from those Satanic gulf monarchies?
No, but they will destroy it all trying.
“At the rate this war is going, Trump may have to release The Epstein Files to distract the public from the war that Trump started to distract the public from The Epstein Files.”
This is hilarious, comment of the month for me!
Bingo!
“It’s eleven dimensional chess, see!” cheer the MAGA Cult.
According to the WSJ, at least 20 LNG carriers a bout half the available global fleet – are trapped in the Persian Gulf, with daily freight costs soaring as demand from Asia surges, according to ship brokers. Bloomberg lists the known LNG tankers which are currently transmitting their positions as follows:
Al Rayyan
Al Kharaitiyat
Umm Al Amad
Lebrethah
Gaslog Skagen
Sohar Lng
Disha
Al Daayen
Mubaraz
Al Sahla
Rasheeda
Patris
Seapeak Bahrain
Fuwairit
Mihzem
Mraikh
Al Ghashamiya
Most are located just off the UAE coastline:
Bullshit!
In 2023 there were 772 active LNG carriers with another 524 scheduled to be completed by 2028. Todays fleet is roughly 900 LNG carriers.
The Wall Street Journal is owned by Newscorp which is the parent of the Fox war propaganda network. For them to call 20 ships half the fleet is an absolute and easily verifiable lie.
https://ship-tracker.org/marinetraffic/
The Al Rynnan sits just off the eastern coast of Qatar.
The Patris sits south of the Al Rynnan.
The Mraikh sits just off the northern coast of the UAE.
There is no record of the Al Ghashamiya
Trust butverify!Does the exact # of ships matter much when Qatar has shut down gas liquefaction? Fertilizer prices are rocketing up.
Bullshit by a factor of 50 by a Newscorp outlet does to me!
Others, obviously have lower tolerance for outright lies. 😉
Oil, Nat gas prices, fertilizer, aluminum and lots more on the elevator up!
Once again if you want to follow the tankers and bulk carriers you should go to Ship-Tracker.com and take screenshots of movements. The fact that most of the tankers, freighters, bulk carriers and container ships have left the Persian Gulf is the tell.
Ship owners did not allow their assets to sit in harms way and they have left the gulf.
Iran did not block their exit and after the US’s surprise pounding and subsequent high volume eradication of Iran’s military capacity had minimal ability to close the strait.
Responsibility for all of this disruption of the oil industry and fertilizers, aluminum and other product shortages that are forming is in the hands of Israel and Trump.
The history of WMD lies sets every objective observer on alert that after Trump bombed Iran a few months ago and declared their nuclear threat to have been obliterated anything justifying this reckless war as lies.
Trusting Trump with his record of criminal fraud, lies, and his pedophile accomplices is pure folly!
https://ship-tracker.org/marinetraffic/
See for yourself!
Iran’s Nuclear weapon program was as likely as the war mongers assertion that IRAQ had WMD’s.
These predatory people lie and kill for a living at taxpayers expense and the loss of our dedicated servicemen’s lives.
Trump is a 34x convicted felon for fraud. His actions have been and are irresponsible and reckless. He should be tried as a war criminal.
I don’t even like Iran or have any relationship with any middle easterners. Having studied the history of our aggression there it is obvious why they have so much hatred for our leadership.
Don’t know what you are talking about. There are 85 oil tankers stuck inside the Persian Gulf.
Normally there are over 250 in there. You of all people should be tracking this!
I suppose we now know why USAID had to be dismantled in order to make the war bill more affordable?
That was to free up money for grift. There was no plan for funding the war.
USAID and the Nation Endowment for Democracy had their functions returned to the CIA whence they’d originally come. Don’t worry – the CIA will continue the tasks of propagandizing foreign populations, training insurgents and “opposition leaders” and prepping for color revolutions.
and now they dont have to give the smidgen of aid as cover.
NO1 Gold & Geopolitics
Col. Ali Razmjou, speaking for Khatam al-Anbiya – the joint command running all of Iran’s armed forces – issued three declarations that should raise every US commander’s hackles:
“We will never allow even a single liter of oil to pass through the Strait of Hormuz for the benefit of America, the Zionists, or their partners”
“Any vessel or oil shipment […] will be a legitimate target for us”
“You should prepare for $200 per barrel”
Wave 37 launched in the opening minutes of March 11 under the name “Laylat al-Qadr” – the Night of Power in Islamic tradition, the night the Quran was first revealed.
Senator Murphy came out of a classified briefing calling it “a disaster of epic proportions” and “a 10-day debacle”. He went further: “Israel made us do it. Netanyahu decided he wanted to attack and convinced Trump to join him”.
The IRGC’s response: Khatam al-Anbiya declared all US and Israeli-linked economic centres and banks in the Gulf legitimate military targets. Citizens advised to stay one kilometre from any US or Israeli financial institution. In Dubai, Manama, and Kuwait City, that radius covers half the city.
The named targets: Google, Microsoft, Palantir, IBM, Nvidia. Regional offices. Commercial infrastructure.
Citibank is evacuating its Dubai office.
Yesterday I covered the THAAD systems pulled from South Korea. Today Kim Jong Un saw the gap and launched a nuclear-capable cruise missile from his brand new destroyer. Father-daughter bonding. Seoul was reportedly “upset”.
“You should prepare for $200 per barrel”
I don’t know I can handle any more profitgasms today.
Dubai intended to become the financial hub in the gulf. Then, data centers were bombed and no transactions could be processed, effectively freezing the accounts.
It’s worse than that, they are limiting withdrawals to 100k.
The SPR was never going to be “refilled” as much of it is in desperate need of substantial repair. There are also serious questions about what the future mix of types of crude should be.
But the fact he is releasing to try to lower prices during a time of war with attacks on production and delivery is rich considering what he and MAGAs did to Biden who released during a time there was no physical threat to any infrastructure.
Trump’s Plan
“Get Her” That was you whole plan
https://memes.yarn.co/yarn-clip/3b9bba2c-1542-4adc-9662-8ff8c0cbe022
And in case you don’t understand the reference, the lead in
https://youtu.be/waojaJSbV08?si=kM0ylBzzuu9dfQY5
In following Ship Tracker for the past 10 days, it has become clear that most of the tankers and freighters have left the Persian Gulf. There are no tankers at the transfer docks. There are few bulk carriers or container ships in the Gulf as well.
The logistics of ship owners are difficult on good days… This mess in the Persian Gulf is dispersing ships to alternative cargoes and for tankers? They are heading to pick up cargoes at FPSO’s and other offshore storage facilities near the any new oil fields.
Life goes on regardless of Trumps madness and the religious conflicts our government has gotten us into.
The constitution prohibits the establishment of any religion. You sure would not know it with the support of Israel as being more important than anything else.
The issue is the ports are getting obliterated so how are you going to load oil or anything else if the port is damaged? Ships are moving to haul coal now as that’s the only energy source countries can use. Of course, there’s also Russian oil to move 😉
https://www.youtube.com/watch?v=sXNHYWyRAl0
If your suggesting that things will go on without the Strait being opened back up, I must doubt that’s feasible. It needs to, and it will service the needs it is meant for, one way or another. I think the U.S. & Israel have made that abundantly clear.
Life as they knew it, does not go on for them with the Strait closed. It’s a disaster waiting to happen. The madness as you call it, is what will protect everyone moving forward, from this eventual live threat, instead of simply words.
The importance of Israel must be lost on you. It’s an invaluable Ally, and peace keeping Ally for the Middle East as a whole. Why do you think they are targeted so much. With Israel gone, the Middle East would be ripe for chaos, and a life many would not wish to live.
“invaluable Ally, and peace keeping Ally for the Middle East as a whole.”
Wow, you are so naive or a tool/fool.
https://www.youtube.com/watch?v=Tfqvad81E6s
They will not go on as they were, adaptations happen real time.
You ignore the results of the Balfour Declaration constantly in your “They are the bad guy” rhetoric all the time. Since Balfour, the Middle East has been a mess and with the slightest recognition of reality, everyone recognizes what nation has been attacking its neighbor since its establishment by the British.
The fact that the US has invested (wasted) trillions of dollars on war there is unconscionable. Free trade and wealth creation have gone starving for all but the warmongers.
This is Israels war, let them pursue it at their own peril and defend their own agenda for conquest.
“The importance of Israel must be lost on you. It’s an invaluable Ally, and peace keeping Ally for the Middle East as a whole.”
Without a doubt Israel is the greatest source of continued instability in the Middle East. They attack almost every country in the region regularly, and attempt to destabilize the region at every turn. They have helped to destroy America’s reputation worldwide. They have nuclear weapons and have stated that they will use them without hesitation. Israel has spent millions of dollars on propaganda campaigns for decades, but the truth always eventually comes out. Genocide Joe Biden, Hillary Clinton, Kamala Harris, and Gavin Newsom all fully support Israel just like you—that should give you and other MAGA Republicans pause.
Many people on the right who have researched this have come to the conclusion that Israel is the primary bad actor in the Middle East. Ron Paul, Pat Buchanan, Judge Napolitano, Professor John Mearsheimer, Tucker Carlson, Doug MacGregor, Dave Smith, and many, many others. Just do some research and read varied news sources.
Let’s not forget they are also war criminals, with Netanyahu and others currently under indictment by the International Criminal Court for war crimes. Their genocide of the Palestinian people is also well-documented; The International Association of Genocide Scholars, the pre-eminent group of genocide scholars based in Israel, has clearly stated Israel is committing genocide. Starvation and torture are part of their everyday policy. Israel is a war-mongering bloodthirsty nation that routinely violates international law and murders people in the region every single day.
You sound like the apologists for apartheid South Africa.
Israel has consistently refused to enter into a treaty of alliance with the United States, as such a treaty would entail obligations and not merely rights.
Israel should be paying war reparations to the entire region!
“Peace keeping”? Is this bizarro world where we confuse genocide with peace? I guess you could call it peace if you kill every man, woman and child and noone is left to tell the tale…
Time to start playing “name the dummy” with stupid things said here recently?
“Oil is down to $85 and falling. As I posted yesterday, “this shall pass” referring to escalating oil prices. I have been proven correct again. ”
guess which dummy said that!
StuHooHoo?
Good guess! But no!
I know who but won’t say the name but snowman comes to mind. oil touched $100 today and the profits are amazing.
Not quite, but I did say I was considering shorting oil! That would have been a bad move. There will be a time for going short but I’ll probably miss it. The VIX options have been mitigating some of the decline in PM mining stocks as have been the selling of covered calls on long positions.
Energy intensive mining will get hit with higher costs.
Do tell!
Drumpf does resemble Leslie Nielsen, slightly.
Hegseth is a little like O.J.
Except so far as we know O.J. murdered only one person.
Two.
Goldman killed himself
Hahaha!! Yeah, I forgot there were two. Thanks to Sentient and you (most humorously) reminding me.
Kushner replaces Montalban?
Work with me, people…
Had to look it up… Fantasy Island?
Da Plane, Da Plane…
He’s referencing the “Naked Gun” movies as an anslogy.
Welcome back
Israel and the US prepared for and executed a massive tactical operation. On the other hand, Iran prepared for and has begun the execution of a strategic war against the US and its allies.
I would imagine they’re tired of our hit-and-run attacks by now.
Remember, Iran’s goal is the de-westernizing of the Gulf…
….Bahrain has brought in anti-riot troops from Jordan to help suppress protests, national security sources tell me, confirming rumors that began circulating last week. The deployment marks the first time since the Arab Spring that Bahrain has called in foreign forces to quell domestic unrest – a sign of how seriously the monarchy is taking the threat of protests from the country’s Shia-majority population.
Mass protests have broken out against the Bahraini ruling class and the U.S.’s involvement in the country, especially with the recent assassination of Ayatollah Ali Khamenei, one of the most prominent Shia religious leaders in the world. Bahrain’s authorities have responded violently to protesters, firing tear gas directly into crowds. The demonstrations, one U.S. official told me, speak to how “deeply unpopular” the U.S.-backed regional order is in Bahrain and “the broader Muslim world.”…
https://capitalandempire.com/p/bahrain-imports-anti-riot-troops
After seeing Iran attack it’s neighbors with conventional weapons, there is no doubt in my mind they would have used nuclear weapons as threats and held the world hostage.
Exactly Six!!! Could you also see the Strait filled up with Tankers galore, and then they are gone in a literal flash, as they are wiped out where they sit. At a time of crisis no doubt, like right now.
This is simply a preview of what would/could have happened, but much, much more of a global shut down, and lost resources to the sea. This was their ultimate plan when the time came. Fortunately they were thwarted by Trump and his staff, as they saw this potential, and dealt with it now, thereby gaining the control of what occurs and how. Not always when obviously, but that’s quickly changing thankfully.
Not sure why more don’t see the brilliance in this action being done. Many of those around the World see it, and are forever great full, and thankful for the Trump Administration’s actions. This would/could have buried many Countries all at once, if done at the right time…
Don’t forget what’s required from theUS and Israel is unconditional surrender and leave the Middle East forever…
How the F were they thwarted exactly? It appears to me they are succeeding in shutting down the strait, unless these boats I see on fire are just AI fakes….?
Don’t you mean, “after Iran responded to being attacked in the middle of duplicitous negotiations by two countries that had attacked it before, by responding on one of the country’s military bases being used to attack them”?
If Iran were simply attacking for the hell of it, you might have a point.
Why did Iran put its country so close to our military bases (used to attack Iran)?
Who’s to say that they don’t already have a nuclear weapon? And are waiting until things become more desperate to use it?
Some good clip farming there Mish…nicely done…does a good job of presenting the current situ
ChartTalk: That $120 spike on oil the other day is in need of a retest
Three oil tankers on fire in the Strait of Hormuz?
USA: Dang! The pump price is going to be up $00.10 tomorrow!
China: We are crapping bricks! Better mine some more coal…
Iran: Tomorrow life is going to be nasty, brutish and short if you are a mullah.
You said tomorrow about two weeks ago. Think that’ll hold till election day?
During the Iraq war, NY Times neocon columnist Thomas Friedman so often predicted that our our troubles in Iraq would end soon that the periods were called “Friedmans”.
As the Taliban famously said: The USA has watches, but we have time. Iran is in the same situation. They just need to survive the storm long enough, and a taco will happen.
Armchair Commando
Is quite obvious you don’t understand what’s happening the world is over a barrel with pocket change drones no tourism to the middle east no buyers for the real state the stock markets going down US armada in retreat to the India shores should I go on?…..
Our foreign policy is ALL ABOUT THEFT.
########
New DOJ documents expose a 2011 plan by Epstein and former intelligence operatives to seize $70 billion in frozen Libyan assets
“Our foreign policy is ALL ABOUT THEFT”
As a more recent example, Trump openly stated that he grabbed Venezuela’s President in order to control the country and its oil, and that he would personally sell the oil and spend the proceeds however he thought appropriate.
Iran has succeeded in turning the entire world against it. Attacking the Gulf States, their infrastructure and closing the Strait has galvanized the World behind the US goals. Never giving the Iranians the ability to ever get close to having a nuke, removing their ballistic missile capabilities, and removing the government so Iran will never be able to do these things in the future,
The UN Security Council condemned these Iranian actions 13 to 0 (Russia and China abstained). 135 other member co-sponsored this action.
The Iranians may thrash about for a while, but they are done.
More like galvanizing the world against Israel and the US…remember who fired the first shot
The first shot, is why so many around the globe are so happy. They have been terribly afraid of when that was going to happen, but when Iran was going to do so, and cripple them. They could do nothing to stop it, and were just sitting ducks, until just recently. Happy as can be these people now!!!
Iran has succeeded in turning the entire world against it. Attacking the Gulf States, their infrastructure and closing the Strait has galvanized the World behind the US goals
======
look.
another silly American who never opened hist. book or traveled outside local county!
=====
=1 buddy about whole world
ppl of world is 9 bil, brainwashed ppl of USA is about 350 mil
believe me, 95% ppl outside USA knows why USA started this war and they do remember iraq war and wmds!
======
=2Attacking the Gulf States
here is another hist fact.
those countries are not real countries. they got formal independence
after ww2 during crash of colonial empires.
they only exist as long serve master.
Iran/iraq on other hand has at least 5000 years of documented history ,
it is cradle of human civilization.
start reading = Code of Hammurabi = for kicks.
alx
Tru dat….those “countries” are nothing more than arbitrary lines on a map
That’s not to discount the tribes that have been there for millennia, but the current states and their borders are manufactured out of thin air
Well said
Haaaaaahahahaaaaaaa!
the comedians are out this morning
Mish, your platform’s comments module censors links to rushing television dot.
Thus, we find out here that the Strategic Oil Reserve capacity is the equivalent to taking a Mason Jar full of unleaded as a reserve for a Automobile.
Besides a steepening of a negative slope of the 25 Feb 2026 ACWI 5/13/13/8 day 4-phase crash fractal series with an initial global equity market loss of >60%, the impact on the economies (energy and fertilizer) for our (former) allies in the eastern Pacific (and Europe) may fracture the US hegemony.
Ha Ha
Now you know what it feels like to be committed and be completely unable to convince the staff that there was a mistake.
Arrogance is Trumps only face, and it is an ugly one.
What happened to that Malagna movie? Bloated bullshit flick…
At least our military spending gooses GDP until the debt comes due.
Got silver n gold mining stocks?
China seems to be vacuuming up all the silver for its incredible solar instillations. Dark Ages Trump wants to burn coal instead of making progress as a species.
One of the “Rolling Coal” MAGA farmers near me just got his truck repossessed!
It would be funny if it weren’t so scary!
I work with farmers. Politics are never discussed, but over the years I’ve caught enough hints to figure out that they are almost all trumphumpers. Have known many of them for over a decade, and consider them friends.
It’s a weird emotion, seeing them reap what they sowed, but feeling bad that my friends are suffering at the same time.
“Operation Epstein Fury! – I’m Ted Kopple, and This is Nightline da da da-da …Day …”
Ha ha ha. You libs will love the comic in this leftist Substack!
is it war? https://www.youtube.com/watch?v=g1z_xtOmgek
NO, it’s a “Special Military Operation”! [rotflol]
Libs? Libertarians you mean?
Do you know the difference between a liberal and libertarian?
I seriously doubt it.
Another issue is a looming shortage of bunker fuel for ships. So in addition to higher insurance rates, fuel prices for ships are doubling as well. The cost of shipping everything, including oil, is going up.
Worked hard all my life and played by the rules just to have some anencephalic infant blow the whole fucking system up in a nihilistic tantrum for destruction’s sake. We will never recover from this evil traitorous piece of shit.
Same…can relate
You may also want to read some books on Wiemar Germany and what happened to pensioners as well as holders of cash/bonds . Spoiler alert: no bueno. That is the inevitable end-game coming to the US, MadMax on steroids. The end of Planet of the Apes with Charleston Heston on the beach pounding the sand in front of the Statue of Liberty also comes to mind.
Culturally, we’ve been Weimarica for years. Financially, the difference is that 1920s Germany was forced to inflate to pay reparations to other armed nations that had the military force to enforce those reparations. In the current situation it was our own government that imposed economic nihilism on us.
Weimar Germany WAS dominated by jews so there is that parallel.
The worst thing about Weimar Germany is the people who caused the problems there fled and set up shop in the USA, causing the identical problems.
The US GOVERNMENT will never recover from this traitorous piece of shit. Which is wonderful news since voting ceased to be a viable option a few decades ago.
I didn’t vote for Trump but I did see how his over the top support for Israel could cause “short term pain for long term gain” to use their talking point.
The only thing that could possibly stop it is a military coup. Would our bloated military leadership actually do this to preserve their sinecures?
The ancephalic infant is not blowing up the world in a nihilistic tantrum for destruction’s sake. Please, have some respect.
The ancephalic infant is doing this for Israel’s sake. Presumably, because Epstein.
Brent crude just topped $100 again, despite the fact that 32 countries announced that they will release record oil reserves and Trump said that the “war is won”.
Everything is going great.
Some price chart reading 101 would indicate that the $120 level hit intraday the other day is in need of a retest
At least 2 of the vessels hit today were not oil tankers and currently looks like 3rd was not either. 2 of them had minor damage.
SPR > it’s not easy to fill, lucky to avg 3 million bbls per week due to logistical limits.
Fool you once. Fool you twice. Most people vote for these rulers, these completely dishonest people, election after election.
Most of you, my fellow USA serfs, react and write as though you presume Trump is loyal to you or trying to be loyal to you.
Try to presume he doesn’t. Try to presume he represents a tiny group of people, oligarchs, focused solely on enriching themselves. Who self-deal on all “public” affairs and front-run all events with inside information.
Doesn’t everything he does makes much more sense?
…(removing my own silly followup)…
Excellent article Mish, keep disclosing what the mainstream media won’t.
The administration is made up of clowns and buffoons who have no idea what they are doing.
Middle East oil producers who thought they would get protection from Trump if they were attacked have learned that the US can’t or won’t protect them.
Complete failure to accomplish anything, and no hope at all of regime change. Really pathetic. Apparently congress is voting on another automatic registration for the draft.
Europe got a wake up call. The U.S. are not there to protect you, as in the gulf, before the first shot is fired, the soldiers abandoned the base, the jets took off and the ships got hundreds of nautical miles away. Will they pick up the phone?
Excellent point. The Europeons think they can attack Russia directly and that Russia would never use its nukes against a Europeon country because America would then nuke Russia. Uh…no. The f*ck we would. If London got nuked, we would issue a strongly worded condemnation, but that’s about it.
The Brits have their own nukes, don’t they?
Operational, about 100, only in its 4 submarines, with 1 operational, maybe two, each carrying 16 ballistic missiles. That’s a maximum of 32 nukes in the chamber, so to say.
Sounds like plenty to mess up Russia.
It’s plenty for England to cease to exist as an island after the Russian warheads arrive.
That’ll be after they launch theirs.
F… Europe
Good point. Don’t think anyone in Brussels or the coalition of the killing club has woken up to this yet. Intellectually incapable of this anyway and scared sh~less to deviate from the course imposed on them by their masters anyway.
Europeans are congenital weenies.
The old Avenger class minesweepers are gone
the new “littoral combat ships with the MCM package” are, ahem, problematic
MCM=mine counter-measures
https://www.navalnews.com/naval-news/2025/09/combat-ineffective-littoral-combat-ships-are-replacing-mcm-ships-in-bahrain/
overdesigned and underperforming
What did people think was going to happen?
Hey, I never voted for him, never would, but not even I had this on my Bingo card. But he loves being full of surprises. It’s not 5D chess, it’s 5 y.o. I want I want, me me me…
Will Israel convince the Donald ….that a Nuke or 2… is an acceptable option ……for a long term win?
Yep…Israel using or demanding nukes is inevitable
Iran is making this a war for the decolonization/de-westernizing of the Gulf, forcing the Gulf countries to choose between economic survival and the US/Israel
How does the Strait get opened if Iran simply refuses to reassure shippers/insurers?
Nothing but strategic uncertainty is needed as a weapon
It’s the easiest way of damaging the US and Israel
According to the WSJ, strait has already been mined, they have an article on how effective the various Iranian sea mines are.
The mines don’t even have to be all that effective, if they can make ships slow down or stop while clearing mines, long enough to be sitting duck targets for missiles/drones/artillery/subs/etc.
A release of 400 million barrels over 120 days is 3.3 mbpd. The release will begin sometime next week, supposedly.
In the meantime Persian Gulf countries have already shut in 6-7 mbpd of production. And that can increase to 10 mbpd.
So the SPR release will cover half or one third of the production cuts a week from now.
Perhaps another 1 mbpd can be covered by Russian oil in sanctioned tankers (for 45 days).
We are still coming up short.
I am surprised that oil consuming countries are not instituting various conservation policies as well.
And there is nothing being done yet to offset the loss of 20% of global LNG. Because very little can be done.
The global economy is going to take a hit if this war continues.
And oil prices are going to rise to the point where consumption falls off.
This brouhaha should be motivation for both the USA and China to double down on filling in the last mile of research to get fusion power working.
Once this happens, the Middle East denizens will return to their lifestyle pre-oil discovery there, riding their camels between oasis carrying dates and incense.
Sorry. Fossil fuels will remain the world’s primary energy source for the rest of this century.
It has taken two decades and trillions spent on renewables (and a tiny bit on nuclear) to reduce fossil fuels from 82% of all energy used to 80% of all energy used. That’s a decrease of 1% per decade.
We have been working on fusion for decades. I do not expect working fusion in my lifetime. Fusion will not replace oil.
Same goes for SMRs. Yes we have had them for 60 years, but in all that time we haven’t commercialized them because they are too expensive.
Conventional nuclear is too expensive as well.
China is working hard to become the world’s first electro-state. Which means they are electrifying as much of their economy as possible. Trains, trucks, cars, and industrial processes. They want to reduce their dependence on fossil fuels. And they are doing it by building out as many renewables as possible.
Meanwhile, Trump is trying to stop renewables and promote more fossil fuel use. It’s almost as if he is deliberately trying to let China win the competition to be the first electro state.
Old school thinking. Take your head out of the sand!
My “thinking”’is based on reality.
Your thinking appears to be based on hope.
Hope is not a strategy.
Not hope but Hasbara.
Who knew he was a child of Obama?
HOPE!
You only think it is hope because you lack proper info. That is a serious mistake when it comes to investing.
Then show me the proper info.
And then explain how you are investing in it to take advantage of the opportunity.
Did you hire me recently? Do your own research. Not my yob.
Better the sand than where YOUR head is!
Well, get cracking, then, Einstein!
Wind has a capacity factor of perhaps 40%. For solar it’s 25%. These are determined by the weather. Even if their productive capacities were perfectly complementary, you are still talking about a minimum of 35% of total capacity that has to be made up by alternative dispatch-able generation operating inefficiently and perhaps idle for periods or large scale battery storage.
Which is why the only nations that get more than 50% of their electricity from renewables have huge hydro or geothermal resources.
All true. We will always rely on hydro, and nuclear in addition to renewables.
In addition to wind and solar, battery storage is expanding rapidly as well.
Nice idea but the challenges are steep. And spending all of this ridiculous money on weapons and war will not help. I fear the world economy will collapse before we get there. It’s achievable but it’s going to be quite a while yet.
At least Shlomo/Jojo is good for laughs.
It’s a little late for that.
Fusion is not going to create urea or natural gas for fertilizer.
Some education for you: Land farming is being replaced by indoor vertical farms where plants grow hydroponically or aeroponically. Thousands of these worldwide now. They do not require traditionally soil fertilizers. Instead, properly balanced nutrient solutions are used.
You’re welcome.
vegetables, yes
grains, fruits, probably not so much
Fruits yes. Grains maybe a problem.
Some of the 6-7 mbd is LNG and refined products/feedstocks. Saudi has spare capacity to the Red Sea as well.
Yes. My numbers account for that.
21 mbpd of oil and refined products transit the strait every day.. Saudi can shift just 5 mbpd to the red sea.
LNG is another 3-4 mbpd equivalent through the strait.
Completely agree with the anaysis that these releases cannot make up for the loss of 20 mbd that passes through the Strait of Hormuz. But in the end this is a political calculation. The average price of a gallon of gas in the US is not even that expensive yet (in real dollars theaverage price has been over $4 (current dollars) several times in the past like 2012 and 2022). But the Rebuplicans are worried that if these current prices stick for several months or get worse then they are doomed in November. So I think the SPR releases are just as much about optics as believing they can solve the problem.
They are already doomed in November, if they can’t rig the election. All this is just a distraction to help them do that.
Conservation is a forgotten concept.
I read this morning (Thurs.) that Nepal has begun rationing cooking gas to residents.
You are right Mish. Don’t do anything to Iran, let the mullahs do what they want. Destroy Israel. Allow China to detsroy UDS. Hope your children are in school learing(as spelled in MN) Mandarin.
its spelled ‘destroy’. you got it right once. good job!
Barring a deal that meets Iran’s conditions, Israel will be effectively destroyed, and the U.S. cannot stop it. Iran’s survival is not guaranteed, but I do not think that fear will deter them. If a nuke is used on Tehran in extremis, expect multiple nuclear bombs to be built and used against Israel.
“We had to destroy ourselves to win the war!”
If we didn’t, someone else would have. This way WE control the situation! Yeah, that’s the ticket!
joe, meet Jojo.
Fuck Israel, and fuck you too.
I have a plan means a) haven’t given it any thought and b) whatever will cost you. Exhibits: Iran with no plan for oil; health insurance with no plan but raise rates; tarifs no new factories but lots increased costs.
Oh I forgot – those pictures of burning tankers are unflattering, pls refrain from use….
This a Kobayashi Maru (unwindable) scenario for the US. The end result is bad no matter if Trump escalates or if Trump withdrawals. Too bad the administration is run by Fox News nincompoops and armchair warriors like Pete Kegsbreath.
That’s absolutely on point. Trumpstien thinks he’s Captain Kirk, Elvis, and Jesus all rolled into one.
Strangely enough, I agree. Kirk won by cheating. Trump ‘wins’ often by lying to others. Delusions will finally be shattered by the reality of physics. If you cannot defend your bases, cannot open the Strait, and as a result cannot have oil delivered to sustain the economy, prosperity will collapse. With that collapse, the fiction of winning goes *poof*, and as a result this man will be evicted from office.
“You never know who’s swimming naked until the tide goes out.”
The tide is going out.
Waaaaaaay out. Look at all the fishes, flopping on the sand… cool! Get a video! Wait… is that a wave?
“The U.S. military has turned down requests to escort tankers or other civilian ships through the strait”
The US Navy is a Potemkin village. The emperor wears no clothes.
I think the admirals and Captains are far smarter than Hegseth and want a clear reason to put those sailors in harms way. Being an “escort” amounts to adding another target. The interceptors are no more effective launched from a ship as from land.
Do they even have interceptors for underwater drones?
Perhaps it’s because the next wave back, is going to be quite damaging, and they want people to stay as safe as possible through that transition.
It was already coming, but now we also know where the underwater drones came from and whatever airborne projectiles came our way. This was much needed information.
I suspect the sky’s are about to light up again shortly in Iran, unfortunately…
yes, it all going as planned…only a stable genius could pull this off.
we will see next week how it.goes.
The Shahed drones come in variants that can be launched from commercial trucks.
They have a range of up to 1,600 miles.
The US has about 200 jets in the ME, a maybe about a third could be active at one time, if you want 24 hour coverage. So let’s generously say 65 active.
Iran has thousands of drones and they can be launched from anywhere.
Like your odds, if you are a huge, slow-moving tanker?
Not to mention, that puts all your available airpower on convoy guard duty.
What’s to stop Iran from switching to other targets while your aircraft are trying to keep tankers from going boom?
lol! Stop it, you’re killing me!
It turned it down because putting warships in a narrow strait is suicide. It would be swarmed by flying drones, underwater drones and shore artillery.
The reason why no previous president ever went to war against Iran is because everyone knew that this would happen and that there was no easy fix to it.
Trump will, without a doubt, go down in history as the worst president ever. Not only has he really pissed of non-supporters and most independents. He has successfully alienated all but his most dedicated cult members. The Republicans are going to face a reckoning in the mid-terms and in 2028 just like the Democrats did 2024.
Wait, are you saying that Americans are going to choose DEI, open borders, LGBTQ-trans, and not owning the libs over the amazing Trump/GOP?
But there’s so much winning right now, why would anyone want change?
What if a trans person stands at the next urinal with their… thingie? How am I to bear it?
You mean a mentally unhealthy woman? Yeah, no thanks. If they’re crazy enough to take male hormones and ask a doctor to see a fake penis onto their va-jay-jay, I don’t feel comfortable standing next to them with my Johnsonville Brat in my hand. Not worth the risk. They can have their own bathroom.
“Risk?”
What a terrified pussy.
Yes Trump is very brave when it is not his life he is risking.
“Some of you may die, but that is a risk I am willing to take” Prince Dulac in Shrek