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Originally Posted by Merequetengue
(Post 4022482)
I don’t know, sorry i didn’t understand the explanation
https://x.com/factpostnews/status/20...tOrnMdFOUu0MqA |
Originally Posted by Cyio
(Post 4022455)
I would argue that the SOH is open from a political practicality; whether insurance agencies will allow it is another question. Give the mine situation. Once that clears up, I bet shipping flows.
The IR military and upper leadership are dead or missing. US/VZ oil has suddenly become a very hot commodity. The Euros are quickly realizing they need to up their own defense to handle their part of the world. Lots of US businesses are making serious money the longer the SOH doesn't return to past transit levels. We have tested and beaten the Chinese tech stationed in IR handily. We are making oil very expensive for our biggest near term threat and have essentially cut it off from the free flow of oil from its two biggest sources. The $ moved back into a safe-haven resource and is now showing signs of destabilizing BRICS currencies, with India leading the charge to back away from that silly idea. We will fully open the SOH, get the Uranium out, and make it happen sooner rather than later. UN Sec Gen said the world is in a much safer place now that we carried out these strikes. I won't go into the other geopolitical positives about this, as there are many, but I bet this ultimately speeds the end of the Ukraine war, and I guarantee it has slowed any ambition for a Taiwanese war. |
Im curious if anyone is attempting to math out the consequences of losing the world’s confidence as a stable partner? Me thinks nooo
The isolationists cant seem to understand that our success is tied to global economic success. Interesting times ahead |
Originally Posted by Hubcapped
(Post 4022490)
Im curious if anyone is attempting to math out the consequences of losing the world’s confidence as a stable partner? Me thinks nooo
The isolationists cant seem to understand that our success is tied to global economic success. Interesting times ahead |
Originally Posted by airplanes
(Post 4022491)
If FAFO is the the super clever conservative phrase of the moment, I think we are dancing well into our own FA and will be entering the FO period shortly.
You can’t fire me I quit! 5D chess. |
Originally Posted by dsevo
(Post 4022461)
Yep, nailed it. These people root against their own country just so they can “see,
told ya so.” |
Originally Posted by airplanes
(Post 4022491)
If FAFO is the the super clever conservative phrase of the moment, I think we are dancing well into our own FA and will be entering the FO period shortly.
I don’t know that I would start screaming “The sky is falling!” just yet. For that matter a lot of oil wells that were not economically viable to use at $60 a barrel are going to start producing again at $70. Not overnight, but more the longer this persists. And more wells will be developed because it makes sense economically to do that at the higher price. H€LL, even California is getting on board. https://biologicaldiversity.org/w/ne...ed-2026-03-06/ https://www.bloomberg.com/news/artic...s-crude-prices |
Originally Posted by dsevo
(Post 4022461)
Yep, nailed it. These people root against their own country just so they can “see,
told ya so.” |
Originally Posted by Lowslung
(Post 4022477)
Apparently it needs to be said again: oil is a global commodity. This idea that Americans can somehow capitalize on shutting down 20% of the world’s supply is an isolationist fever dream. Sure, American oil companies might make some extra cash in the short term, but if high oil prices tank the global economy, as seems to be the path we are insisting on going down, they’ll suffer like everyone else. Oil isn’t just going to get expensive for our adversaries. It’s going to get expensive for everyone because that’s how the market works. Don’t kid yourself, this summer and beyond are going to be very difficult for our industry if things don’t take a turn very soon.
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Originally Posted by AAdvocate
(Post 4022501)
It's disgusting. Never really seen anything like it really. I imagine this is what it was like during Vietnam.
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