Economic Impacts of Iran War
#1572
Gets Weekends Off
Joined: Mar 2011
Posts: 3,473
Likes: 288
From: 737 FO
I think he played ball with MBS, a suspected murder, to increase production, and started refilling the SPR.
I think he got “.gov/alphabet swamp” to “relax” red tape in oil leases and drilling where they could for US domestic production.
I think he’s discouraging EV’s and “clean” energy to keep confidence up on “dirty” energy so they don’t feel the market will abandon their cap ex projects.
I think he sacked Venezuela “head of state” “illegally” to get the new person to play ball and get their oil off the sanction status
I think he tried to make a “peaceful” deal after midnight hammer to get Iran oil off sanction status. I think the goal is for them to crumple and if not then at least agree to reforms to get their oil flowing off sanction and get China paying full price. I think Israel’s is resistance to Iran having an economy with the world is a large obstacle, and a 10 year pause on enrichment is not a long enough pause for them and 1/2 the US.
I think UAE is leaving opec because they don’t want to take production cuts on the other side of this and can see their market share is where the expectation is to cut production to make more room for the increased US, Iran, and Venezuela production in the next 3-5 years.
I think he got “.gov/alphabet swamp” to “relax” red tape in oil leases and drilling where they could for US domestic production.
I think he’s discouraging EV’s and “clean” energy to keep confidence up on “dirty” energy so they don’t feel the market will abandon their cap ex projects.
I think he sacked Venezuela “head of state” “illegally” to get the new person to play ball and get their oil off the sanction status
I think he tried to make a “peaceful” deal after midnight hammer to get Iran oil off sanction status. I think the goal is for them to crumple and if not then at least agree to reforms to get their oil flowing off sanction and get China paying full price. I think Israel’s is resistance to Iran having an economy with the world is a large obstacle, and a 10 year pause on enrichment is not a long enough pause for them and 1/2 the US.
I think UAE is leaving opec because they don’t want to take production cuts on the other side of this and can see their market share is where the expectation is to cut production to make more room for the increased US, Iran, and Venezuela production in the next 3-5 years.
#1573
Gets Weekends Off
Joined: Mar 2011
Posts: 3,473
Likes: 288
From: 737 FO
#1575
Gets Weekends Off
Joined: Apr 2011
Posts: 3,488
Likes: 137
Yes & no really. Feels like it’s not so much we lost our way as we’ve settled for no way at all. Iow, whatever looks best for next quarter. But you’re quite right of course. There are no pretend wars.Shoot to kill or just save time & fire one off at your little toe right now.
#1577
Gets Weekends Off
Joined: Dec 2005
Posts: 9,460
Likes: 473
Yes & no really. Feels like it’s not so much we lost our way as we’ve settled for no way at all. Iow, whatever looks best for next quarter. But you’re quite right of course. There are no pretend wars.Shoot to kill or just save time & fire one off at your little toe right now.
The US now is literally like a Sig P320.
#1578
Gets Weekends Off
Joined: Apr 2011
Posts: 3,488
Likes: 137
Whispering campaign that killed a best seller. Never lost a courtroom decision Sig but dealers won’t carry it and ranges prohibit its use. Once again, perception beats the evidence.
Thumbs has a point. Systematically crush/disrupt rev guard lines of support, command & control functions using every semi-reasonable method proven effective. Don’t stop until terms of no bs settlement are reached. Nobody’s ever going to thank us over this mess. Imperative we don’t leave with them smirking about it.
Thumbs has a point. Systematically crush/disrupt rev guard lines of support, command & control functions using every semi-reasonable method proven effective. Don’t stop until terms of no bs settlement are reached. Nobody’s ever going to thank us over this mess. Imperative we don’t leave with them smirking about it.
#1579
Line Holder
Joined: Oct 2023
Posts: 491
Likes: 289
I remember not too long ago when other supply chains were disrupted, stay indoors they said… Democrats said boo about it.. meanwhile used car prices skyrocketed, you couldn’t build a small single door deck for less than $5k, and eggs skyrocketed. How ‘bout those egg prices btw!
where were ya then? Meanwhile, 80% of the worlds oil is still moving, the ME oil is on standby, but somehow y'all think it’ll take years to get that oil to it’s offloading position.
You would have some actual credibility if you hadn’t dismissed the 3 yrs of insane prices under Biden, would have called him out for depleting the Strategic Oil Reserves right before the election, or acknowledged the years of high gas prices under the Opressed Obama family. Hell I’m already saving $12k a year on a refi for one of my properties this year. Gas has cost me maybe $200 extra the last 2 months. The math says I’m ahead.
where were ya then? Meanwhile, 80% of the worlds oil is still moving, the ME oil is on standby, but somehow y'all think it’ll take years to get that oil to it’s offloading position.
You would have some actual credibility if you hadn’t dismissed the 3 yrs of insane prices under Biden, would have called him out for depleting the Strategic Oil Reserves right before the election, or acknowledged the years of high gas prices under the Opressed Obama family. Hell I’m already saving $12k a year on a refi for one of my properties this year. Gas has cost me maybe $200 extra the last 2 months. The math says I’m ahead.
So you didn’t like man made supply chain disruptions during COVID? Fair enough. I also thought there were a lot of “own goal” situations playing out at the time. I’ve got to ask: why are you all of a sudden ok with man made supply chain disruptions now? Is it just because there’s someone else in the White House? I’m sure you have some newsmax approved witty comeback in response, but maybe think a minute on what you actually believe here, and the mental gymnastics you’re willing to perform in order to defend your preferred and entirety party endorsed narrative. 🤷♂️
#1580
Have to add on:
So you didn’t like man made supply chain disruptions during COVID? Fair enough. I also thought there were a lot of “own goal” situations playing out at the time. I’ve got to ask: why are you all of a sudden ok with man made supply chain disruptions now? Is it just because there’s someone else in the White House? I’m sure you have some newsmax approved witty comeback in response, but maybe think a minute on what you actually believe here, and the mental gymnastics you’re willing to perform in order to defend your preferred and entirety party endorsed narrative. 🤷♂️
So you didn’t like man made supply chain disruptions during COVID? Fair enough. I also thought there were a lot of “own goal” situations playing out at the time. I’ve got to ask: why are you all of a sudden ok with man made supply chain disruptions now? Is it just because there’s someone else in the White House? I’m sure you have some newsmax approved witty comeback in response, but maybe think a minute on what you actually believe here, and the mental gymnastics you’re willing to perform in order to defend your preferred and entirety party endorsed narrative. 🤷♂️
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