Economic Impacts of Iran War
#831
Line Holder
Joined: Sep 2014
Posts: 1,401
Likes: 473
I don’t know, sorry i didn’t understand the explanation
https://x.com/factpostnews/status/20...tOrnMdFOUu0MqA
https://x.com/factpostnews/status/20...tOrnMdFOUu0MqA
#832
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Joined: Jun 2019
Posts: 602
Likes: 48
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.
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.
#833
Gets Weekends Off
Joined: Jun 2022
Posts: 2,260
Likes: 421
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
The isolationists cant seem to understand that our success is tied to global economic success. Interesting times ahead
#834
Airplanes
Joined: May 2022
Posts: 255
Likes: 85
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.
#835
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Joined: Sep 2014
Posts: 1,401
Likes: 473
You can’t fire me I quit!
5D chess.
#837

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
#838
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Joined: Mar 2026
Posts: 217
Likes: 218
#839
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Joined: Mar 2026
Posts: 217
Likes: 218
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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