UAE to leave OPEC(ft.com) |
UAE to leave OPEC(ft.com) |
I can't see how it is actually a win for Trump. OPEC has mostly been a big partner with the US. They are the ones that have mandated using the dollar as the baseline currency for buying and selling OPEC oil.
The UAE's exit almost certainly signals they are planning on selling oil in other currencies (probably the Chinese yuan). It's also a sign of the UAE wanting out of the partnership it's enjoyed with the US and it's allies.
It's kind of unfair.
If they can recoup some of those losses selling outside the system in Chinese currency, (or even in US currency), I have to imagine that would provide some ameliorative relief. It won't make them whole. They've got a lot of problems right now. But I mean, at least it starts them filling back in the giant hole that everyone else dug for them.
On the other hand, from the longer term point of view, it looks like big part of the business model of UAE/Dubai (a safe, luxury place for rich) has been shattered and I don't see it coming back.
In the short term, they might want extra revenue, but in the long term, creating extra tensions with their neighbour can't be good.
Has anyone ever quantified the benefit the U.S. supposedly gets from dollar denominated oil? How does that compare to the cost to the U.S. of paying cartel pricing for oil? Given that the U.S. is a huge oil consumer, surely the cost to it of cartel pricing in oil is huge.
Also, I think the situation has changed drastically from the 1970s and that OPEC has very little influence on the price of oil. The West's decision to punish Russia for the invasion had a much bigger influence than OPEC has these years.
Some one is going to respond to me with the assertion that US refineries on the Gulf Coast are specialized for refining heavy crude and cannot handle the very light crude produced domestically (or alternatively cannot efficiently produce diesel fuel and similar from the very light crude). I think the situation is more that the Gulf Coast refineries can make more money refining heavy crude, so a lot of heavy crude from other countries flows to the US Gulf Coast (and once it is refined, those refinery products get consumed mostly in the US because it would be inefficient to ship them overseas). But in exchange a lot of US-produced crude gets shipped overseas to refineries that aren't as capable as US refineries are, but that is OK because very light crude is easy to refine.
The point is that the US produces slightly more crude that it uses, and could become completely self-sufficient in petroleum products after an adjustment period. Yes, the adjustment period might cause temporary shortages and be quite painful to investors long on Gulf Coast oil refineries, but it would probably not be a big deal in the grand scheme of things.
If there is benefit it is small. It is mostly symbolic - petrodolar is a symbol of a power and people react to it.
Whether he finds the overall effects positive or negative is a different question.
I mean, I don’t even know if I mean this sarcastically anymore, but are we sure that Trump and the US’ interests are aligned? I think something can be a win for Trump and a loss for the USA.
For a super brief background, the US has what's been called an oil-for-security deal with Saudi Arabia since 1945. The US supports the Saudi royal family and Saudi Arabia keeps the oil flowing, which has largely been the case (other than 1973). Saudi Arabia remains the "big dog" in OPEC. OPEC+ is really about Russia even though it also includes Kazakhstan and Mexico. Russia became a major oil producer and exporter in the last 20-30 years.
OPEC generally likes stability in oil prices. How it works now is that every 3 months they meet and figure out what the demand for oil will be and adjust production based on that projection to maintain both a price floor and a price ceiling. Prior to this conflict that range was $70-80. Each member gets a share of that production. OPEC hasn't always been successful in policing member countries who have at times exceeded their production targets and also lied about production cuts.
Gulf countries now are utterly dependent on US arms to maintain their (typically unpoular) despotic regimes (usually monarchies). The UAE is particularly belligerent here. I view Dubai as a cleaner, shinier Mos Eisley. The UAE is directly responsible for the genocide in South Sudan. US arms are diverted to the RSF in exchange for illegally smuggled gold to Duabi that gets laundered via Switzerland [1]. Dubai is a terrible place.
Beyond Russia's rise as a major energy exporter, the US also became one in the last 15 years, particularly in 2015 when the export ban was lifted on crude oil (which had been there since the 1973 oil shock). OPEC countries are generally unhappy about this development because every barrel the US exports tends to be 1 barrel OPEN doesn't. But they're also largely powerless to do anything about it.
The Iran War is a massive strategic blunder by the US because it's shown the US has been unable to stop Iran from closing the Strait of Hormuz despite spending $1T+ a eyar on its military but, just as bad, it's shown that the US cannot or will not defend GCC countries or even its own bases in those countries from Iranian counterattacks.
Foreign countries generally pay for US bases as part of a broader security agreement and the idea of joint responsibility for security guarantees. But what if those guarantees are essentially worthless? This will completely reshape the US relationships with GCC countries. The UAE is really just the first domino to fall.
Short-term this smells like the US is either behind this break or at least approves of it. The idea is probably for the UAE to increase production in an effort to stabilize oil prices. This administration has also shown a complete disregard for historic alliances (including NATO) and they probably view OPEC as a cartel they want to break up. But I think this will long-term further destabilize the region and I wouldn't be surprised if some of these governments end up falling or at least break security ties with the US.
If anything, GCC countries will likely see China as a more reliable and stable trading and security partner as a result of all this.
I've seen reporting over the past week or so regarding the US potentially bailing out the UAE to make up for the financial harm and damage it's suffered due to the US-Iran war. How likely do you think it is that the UAE leaving OPEC is a condition for that financial assistance?
So yes, I can see this admin seeing OPEC as a cartel that is against US interests even though OPEC actually stabilizes global oil prices, actively. I also believe it's highly likely that the US wants to crash the global oil market when the Strait eventually reopens ahead of the midterms.
I too have seen the reports of a potential US UAE bailout and that could be leverage here. It's too early to say. It'll take time to realize the consequences of this deal and understand what led up to it and what the real goals are.
The whole war goes beyond miscalculation. It's the worst strategic blunder in US history (IMHO) and it's not even close. In 1973, the worst impacts happened 6 months after the blockade started. Well, guess what's in 6 months? The midterms. Iran is acutely aware of the US domestic politics of this. Iran also knows this is their best possible chance to end economic sanctions. Iran is more prepared to wait this out. Their goal really is to make the cost of this war so high that the US will never again think about repeating it.
But when the Strait does open, which will happen eventually, the UAE will probably go to town so to speak, exporting well above what they might've otherwise as an OPEC member.
My suspicion is that this is what the UAE's move is really about and whY I think the US is giving at least tacit approval if they're not outright behind it.
In fact, it may even be possible for this to be more in line with the vision of people who did not vote for Trump than the people who voted for him.
If you look at presidents historically, there are some occasions where the vision they described during the campaign to get votes is not in fact the vision they bring about while governing.
Also - what is your presumption of what my vision of the USA might be?
If words alone don't get them dancing to the exact tune you intended - throw a few momentary glances of pity at them, make certain they clearly see you but in the same second look away - like you are tying to hide that you pity them and you pity them so much, you just cant help but "see them that way" - apologize profusely - say things like, "I'm sure when you were younger" and "you have to be realistic" - "Can't have your hand in everything" - etc.
When they agree just go off about how much they don't have to do the thing, they dont owe you anything and have proven themselves already and dont need to again, blah, blah, blah (they soak this part up, so drag out the praise) on their way out - tell them how ashamed you are for being so incapable compared to them, tell them how much of an inspiration they are to you and how glad you are to know them, bc really - only they can save you.
999 times out a 1000 - the above bs will work like a charm.
I dont actually think DJT would be the above "hard" to manipulate - Bibi likely made several passing comments and then outright begged him - which I think literally happened bc Trump said he "practically had to beg Israel to help" - so I'm pretty sure thats exactly what happened reversely. It was likely very theatrical.
This war is Bibis wet dream fantasy made real by a narcissist with an immense amount of actual power. Nobody would have to beg him, he has been begging for this since the 90s.
(1) “The United Arab Emirates,” today “made a shock request of [Pakistan] — repay $3.5bn immediately” [1].
(2) Saudi-Emirati relations were at an all-time low before the Iran War [2]. (Saudi Arabia just bailed Pakistan out of its Emirati loan. Saudi Arabia and Pakistan agreed a mutual-defence treaty last year [3].)
Put together, we’re seeing an Emirati-Israeli axis emerging to balance Saudi hegemony in the Gulf and Iranian hegemony over the Persian Gulf. I’d expect to see an Emirati deal with Egypt and India next if this hypothesis is correct.
What I don’t yet see is the ambition of the endgame. Is it Saudi Arabia backing off in Africa? Or is it seizing the Musandam Peninsula, islands of the Strait and possibly even territory on the other side?
[1] https://www.ft.com/content/99073d6e-4b57-417f-88fb-7a2c0e55e...
[2] https://www.nytimes.com/2025/12/30/world/middleeast/yemen-sa...
[3] https://en.wikipedia.org/wiki/Strategic_Mutual_Defence_Agree...
Saudi Arabia has the East-West Pipeline [1] that takes ~7Mbpd (million barrels per day) of oil to Red Sea ports to avoid the Strait of Hormuz. They were already using it so there's not a lot of extra capacity they can get out. If we continue up the escalation ladder, the next big risk is that the Houthis close Bab al-Mandab, which is a not-quite-as-narrow but still vulnerable chokepoint to the Red Sea.
The UAE has the ADCOP (Abu Dhabi Cross Oil Pipeline) [2], which takes ~1.8Mbpd to the Gulf of Oman. This is beyond the Strait of Hormuz but not that far so technically is still vulnerable to drone attacks (in particular) from Iran if, again, we climb the escalation ladder.
The real issue is American security guarantees to GCC nations have been shown to be an illusion. Heck, the US can't protect their own bases in the region. Also, the US can't protect maritime traffic through the Strait. I mean this is in all seriousness: there is no military solution to this problem short of the use of nuclear weapons.
That means we are now in a situation where the US has to either split with Israel and offer Iran significantly better terms than they had before the war, likely including the lfiting of economic sanctions, or the US has to sit and watch the world plunge into recession and Asian countries in particular are going to burn. And who knows what a prolonged impasse will do to Europe, particularly come winter.
So far, the US seems to prefer letting the world burn rather thans plitting with Israel.
A protection racket ceases to be a protection racket if it no longer offers protection.
[1]: https://en.wikipedia.org/wiki/East%E2%80%93West_Crude_Oil_Pi...
[2]: https://en.wikipedia.org/wiki/Habshan%E2%80%93Fujairah_oil_p...
It's pretty convoluted logic to blame Israel for Iran attacking the UAE.
RealLifeLore has been doing a decent job covering it [1].
The broad summary is you have the Saudi-backed unity government, the Iranian-backed Houthis, who claim all of Yemen but practically want North Yemen, and the UAE-backed STC, who also claim all of Yemen but practically want South Yemen. Emiratis bring the Israelis to the party. The Iranians bring the Russians. The Saudis bring various international elements (I know less about them than the Houthis and STC).
[1] https://m.youtube.com/watch?v=IgD7zmJN3_A&pp=0gcJCVACo7VqN5t...
Kind of depressing thought actually.
I guess Al-Qaeda and Isis are also there.
"Israel sent "Iron Dome" system and troops to UAE" - https://www.axios.com/2026/04/26/israel-iron-dome-uae
Also...their central bank governor quietly asked the US Treasury for a dollar swap line...Combined with the Pakistan $3.5B recall and OPEC exit, that is three coordinated moves of a cashflow stressed country...and of course the US is being asked to extend taxpayer backed dollar credit to the same royal family that bought 49% of Trump's crypto company four days before inauguration...
https://fortune.com/2026/04/19/uae-talks-us-possible-financi...
The issue is those liquid assets are US Treasuries and US public market equities (mag7 etc.).
They don't really want to sell them, and they also know that the US really doesn't want them to sell them - the last thing Trump wants heading into the midterms is an S&P500 bear market and 10y treasuries heading back to 5+%.
So they ask for a swap line and they're negotiating from a position of strength, the US doesn't have much of a choice but to give them as much as they need and damn the consequences
Already aligned with the KSA [0]
> India
Already aligned with the UAE [1]
---
IMO the Pakistan aspect is overstated. This is a reversion to the norm of KSA-Pakistan relations before Imran Khan completely destroyed it by fully aligning behind Qatar and Turkiye when both were competing against KSA.
[0] - https://www.aljazeera.com/news/2026/1/5/egypt-says-it-shares...
[1] - https://thediplomat.com/2026/01/india-uae-embark-on-a-strate...
It’s complicated [1]. My low-key guess is cutting off Pakistan was intended to send a message to Cairo.
> Already aligned with the UAE
Aligning. To my understanding there isn’t a treaty yet.
> the Pakistan aspect is overstated
Pakistan isn’t the cause. It’s the canary. These moves happening in quick succession (strategically, over the last year, and tactically, in the timing of these announcements) speaks to previous assumptions being fair to be questioned.
[1] https://www.washingtoninstitute.org/policy-analysis/egypts-t...
Don't Egypt and Israel hate each other though? Could UAE feasibly align with both?
So yes, the UAE could align with both.
[Ω] https://en.wikipedia.org/wiki/Pakistan_and_weapons_of_mass_d...
So there's that.
They bank rolled Pakistan's not party to the treaty? Sorry I can't parse this sentence.
Did you munge two sentences i.e. Saudi Arabia bankrolled Pakistan's nuclear weapons, and also Pakistan is not party to the treaty?
Its a pakistani submarine, with exclusive saudi-royalty members on the bridge.
We should build a city that is a statistical bunker- basically a line, for the edge case of jihadist insurgents getting the forbidden eggs in the cake.
I'd add the US to that as well. Both the UAE and Israel are highly (practically solely) dependent on US for their military tech and supplies.
This is the common problem for cartels: everyone has inventive to cheat on the deals made. By selling a little more than your share you get more money, while because everyone else is following along the prices are higher. (see also prisoners dilemma)
This is an initial but big crack in shaking up global oil markets in a way that meaningfully shifts global power dynamics.
Economic: it weakens OPEC’s pricing power in a way you might not see right away if Hormuz is closed, but it could really change the supply picture once things reopen
That is just UAE pressure to make sure they get their dollar swap deal: https://www.reuters.com/world/middle-east/trump-says-currenc...
OPEC cartel membership didnt gain it access to Hormuz, and the US petrodollar promise to protect UAE states from aggression in exchange for trade in USD could not be upheld.
defecting from the cartel, a tale as old as time
On the backside I’m sure there will be lots of fun back door deals around all those interceptors and future anti drone technologies. Today though the US has been the impetus of a lot of the current issues.
I have read this headline dozens of times in the previous 30 years.
Or it is also part of a long term plan of the US to control all energy routes. It will keep Hormuz closed and try a new pipeline via the UAE to the Gulf of Oman.
Fragmentation of the energy producers is another goal. New Alaskan LNG projects have been approved and are all the rage among senators:
A happy coincidence:
"Alaska LNG will deliver vital #EnergySecurity for our military and allies in the Pacific. Thank you @SenDanSullivan for your continued engagement and advocacy."
The US would control the following:
- Baltic sea via pipeline threats.
- Corridor from the Caspian sea from Azerbaijan through Armenia to Turkey.
- Venezuela.
- UAE corridor to the Gulf of Oman.
Probably much more than that. Grabbing the Arctic route via Greenland has failed so far.
In 2019 Qatar left OPEC, but nobody cared because oil is less than 10% of their national fossil fuel output, which was about 2% of OPEC's oil output.
I expect UAE to send signals that they will increase production considerably once situation allows.
Whenever oil prices surge or 10Y yield touches 4.4% we get some action to contain them.
Unlikely. Out of OPEC’s twelve members [1], one is controlled by Trump, one—the third largest—is bombing the UAE and the other—the absolute largest—is on the other side of every proxy war the Emirates are invested in. As a multi-lateral organization it’s about as fucked as BRICS.
> since the 1980s [OPEC] largely failed to achieve its goals [...]
> members have cheated on 96% of their commitments.
> One large reason for the frequent cheating is that OPEC does not punish members
If I had to guess, the UAE is looking to form petro-alliances, and have a negotiating leverage. They're have to compete, and they can't beat saudi. So, either the US caters to their demands, or they'll be forming alliances with india and china, where currently OPEC's price setting was a limiting factor.
China is currently importing 1.6M barrels/day from Brazil
The writing is on the wall for fossil fuels. Even _they_ are doubling down on solar power and switching away from fossil fuel.
https://en.wikipedia.org/wiki/Solar_power_in_the_United_Arab...
Where does the article say that? It says this is expected to lower the price of oil.
It also says that, because the price of oil is currently unstable, the impact will be difficult to see:
> Mazrouei said the move, in which the UAE will also leave the OPEC+ grouping, would not have a huge impact on the market because of the situation in the strait.
But it doesn't say anywhere that there's uncertainty over in which direction this moves the price of oil. The uncertainty is over what the price of oil will be.
As long as fossil fuels remain one of the cheapest easiest to scale ways to make power, there’s a similar incentive to cheat. If everyone else cuts emissions and you don’t, your margins are higher and you can undercut them. Global reductions require an all-cooperate scenario.
Developing nations have the strongest incentive to cheat since they need those margins to catch up.
Which is why I think little progress will be made until other sources are actually cheaper. Until then it’s beyond us politically. We can’t get all nations across the world to simultaneously cooperate at that scale.
IMO economics always wins. You're never going to see an all-cooperate scenario.
You will see an all-compete scenario, so constantly reducing costs for alternatives is key but you also have to find a way to ensure that the producers can win economically too. This is the conundrum.
If solar panels get cheap enough to create high demand, then that demand has to carry through the process of manufacturing, installing and maintenance. Every time I read that solar has gotten even cheaper, I start calling for quotes to install them at my house and the prices are borderline obscene. Same for geothermal last time I needed to update my HVAC.
I want solar and geothermal to work but the economics are a challenge.
It's political will not economics that keeps us addicted to fossil fuels. Nobody gets rich from solar panels. You build them. They produce power. Oil wells like any mine are huge wealth concentrators. That's the real problem.
If anything, a bunch of countries (particularly those who are net oil importers) are re-evaluting their energy dependence given that the compact that the US will guarantee maritime transport has essentially been broken.
[1]: https://www.iea.org/reports/projected-costs-of-generating-el...
This isn't really how it works, since greenhouse gas output is pretty much corellated to income level, and even that's an understatement, since people in rich countries buy stuff made in poor countries, and manufacturing causes emissions.
The real problem is carbon credits - rich countries can both pollute, and absolve themselves of moral responsibility by buying carbon credits - and said carbon credits are fungible, so countries' compete for the lowest selling price.
So what ends up happening is poor countries sell carbon credits by offering programs and promises, but can't/won't bear the cost, as that would mean they'd have to raise credit prices, and buyers would go elsewhere.
It's a system designed to encourage cheating while absolving moral responsibility.
In March 2020 at the start of the pandemic, it looked like the world economy would come to a standstill. Oil futures went into extreme contango, briefly going negative as nobody was taking delivery. So in April 2020 the Trump administration went and browbeat all the OPEC+ members to massively slash production [1][2][3]. Art of the deal. This culminated in a 2 year deal to cut production by initially 9.7Mbpd (million barrels per day) and then reducing over the 2 year period [4]. This was a disaster.
For context, OPEC does this sort of thing by themselves without any kind of prompting when necessary. They meet every 3 months and project demand and then set production targets to maintain a floor and ceiling for oil prices. Individual members can and do cheat, producing more than their allocation and lying about production cuts but all in all the system mostly works.
Trump loses the election. Biden comes in and demand rockets back in 2021 and crude oil prices skyrocket, as do gas prices as a result. The Biden admin quietly went to MBS to ask him to end the deal. He refused. You can overlay this 2 year deal with global inflation and it pretty much matches up exactly.
So Republicans blamed inflation on Biden even though it was a Trump deal. The Democrats didn't abandon US foreign policy and publicly hang out an ally to dry so instead just blamed greedy oil companies for price gouging. And nobody at all mentioned the 2020 OPEC deal. Not in mainstream politics anyway.
That was a 10% cut in global supply and look what it did to inflation. Closing the Strait cuts global supply by 20%. In 1973 with the Arab oil embargo, the major recessionary effects took 6 months to really hit. This is a ticking time bomb that will likely explode leading into the midterms.
Anyway, the point is OPEC+ did that.
[1]: https://www.reuters.com/article/economy/special-report-trump...
[2]: https://www.reuters.com/article/business/opec-russia-approve...
[3]: https://www.reuters.com/business/energy/opec-would-miss-frie...
[4]: https://www.reuters.com/article/us-global-oil-saudi-cuts-idU...
[4]:
So if the other side overpumped by x1 amount then you pump an extra x1 the next turn / year (maybe multiplied some reference production factor as they don't all have the same absolute limits).
The real world is much more complex. OPEC is a multi-party game, for starters. For another thing, there are cascades of social/political problems that get in the way of optimal strategy at the level of nations. I.e. that only works if politicians are more interested in solving problems than controlling narratives or maintaining power. Unfortunately, an ineffective leader can be sustained by controlling the narrative, while an effective leader can be destroyed by lack of control over the narrative. And one of the best ways to control a narrative (especially if you aren't a very good leader to begin with) is to create so much chaos that it distracts from your shortcomings, and blame the chaos on enemies.
However just because they are trying doesn't mean they will succeed. Their attempts at diversification still seem very reliant on oil money, and its far from clear that they will eventually be able to stand on their own.
Of course who knows how to end of oil will happen. Best case is a switch to renewables (or fission...) in which case there will be more than enough expensive oil for a few rich people to drive expensive gas cars if they want to. There are lots of other options as well, only time will tell.
(and a nod here to the replies who suggest this was never actually said)
There are current Land Rovers with market positioning suggesting they're "better" than Mercedes, and there are historic Land Rovers which were arguably not much better than camels.
Camels are cool still.
https://factcheck.afp.com/sheikh-mohammed-did-not-say-great-...
It would be quite out of character for him to say this
There are financializing vampires in charge and their only goal is to short term bleed the country dry. "Investors" are allergic to investing.
So yes the US could limit or ban exports. Many countries (including China) have done this in a kind of energy nationalism, but that hangs out allies to dry in a way that would make the US deeply uncomfortable. It would threaten European energy security. It would come at the cost of Latin American exports. So there's a cost to pay.
And more to the point, no US government regardless of party is going to hurt corporate profits by limiting exports. Biden could've done it in 2021-2022 and didn't. And Trump certainly won't. As one example, a big release from the SPR was on an oil-for-oil basis. Rather than cash ii on high prices, it's just a massive gift to oil companies who have to repay the oil (and then some) at some unspecified future point when oil will be cheaper. That's billions the US could've added to government coffers.
I do agree there is a power shift going on but not because of US energy independence. No, it's because the US cannot militarily protect GCC countries and cannot force open the Strait of Hormuz or guarantee global shipping, which has essentially been a US guarantee since 1945.
I do think this administration does want to crack OPEC but that's likely to be of massive benefit to China without China having to do anything.
We’re rolling back CAFE standards too.
The last refinery to be built in the US opened in the 1970s. Since then, refineries have closed. None of the owners of refineries will sell them because of SuperFund legislation. It is the same reason that when a gas station is sold, the fuel tanks are dug up and replaced. This way, there's no way to claim that the previous owner left hazardous material to be cleaned up. SuperFund laws say that every previous owner is liable for the cost of cleanup. It doesn't matter how long ago the property was sold.
The ships passing through the straight now are also paying Iran in RMB and crypto.
The petrodollar is the objective.
This isn't over any time soon
Europe, or China, or India could not though.
Legislation isn't going to work. Economics isn't going to work. War - which cuts off the flow of petroleum because nobody is willing to risk their life for oil - will work very quickly. Nothing quite like a shortage to spur innovation.
I believe the US has given tacit approval or is behind this move entirely for what comes when the Strait inevitably reopens and that is to get the UAE to export well beyond what they might otherwise as an OPEC member.
The UAE like most GCC countries is entirely dependent on US arms to maintain their regime so I simply cannot imagine them doing this without the US putting them up to it or looking the other way.
Mbpd = thousand barrels per day, MMbpd = million barrels per day
Isn’t it 30-50%ish depending on how you count it? Calling it “a fraction” makes it sound much smaller in conventional English.
Does OPEC limit that? It would be very surprising to me if they did, as the point of opec is only to limit production when oil prices are low. They aren't low right now.
> Legal experts, analysts and local officials warn that the ultimate objective is the “emptying of residential geography”, carving out a depopulated “buffer zone” at the forward edge of the border that permanently prevents displaced residents from returning and establishes a violently enforced demographic reality on the ground.
That's called "ethnic cleansing" when carried out by other countries. Iran will not agree to peace while this is going on. Partly because that's Iranian proxy forces in there among all the civilians getting killed.
Saudi Arabia and the UAE have been urging the US to bomb Iran since 2015 for their own non-oil reasons. They see political Islamism as a strategic and domestic threat. That's why they had Qatar under a blockade for a number of years. Iran is their biggest rival, exporting militancy to Yemen - the Houthis who UAE and Saudi Arabia battled for a number of years last decade. A number of attacks on Saudi and UAE oil and gas facilities from Iran Quds-backed militant groups in Iraq across 2019-2022. None of this makes the news in the West.
They've hired American mercenaries to assassinate Islamist civil society figures in Yemen. They pay European right-wing influencers to spread anti Muslim content (yes you read that right). They are the buyer for conflict gold coming from the Congo. In short they are a problem.
Let's rewind to March 2020 and the start of the pandemic. For a very brief period, April oil futures went negative. Technically, this was an extreme contango market. Oil producers were running out of places to store oil and nobody was buying.
For some more background, OPEC tries to maintain oil price stability. If it gets too low, they don't make enough money. If it gets too high it creates political instability and jeopardizes security relationships with the US and Europe. So every 3 months OPEC meets and looks at oil supply and the projected demand and they adjust production to maintain a price floor and a price ceiling. Before the war this was typically $70-80. In years past it might've been $60-70. They don't always succeed because of exteranl factors, unforeseeable changes in demand or even just member countries lying about production or production cuts.
So in April-May, the then Trump administration went to Saudi Arabia to get them and OPEC to cut oil production [1][2][3]. Instead of the 3 monthly reviews which would've naturally cut production anyway to maintain the price, Trump browbeat MBS into a 2 year production cut, initially 9.7Mbpd (million barrels per day) and then reducing over time to I believe 6.3Mbps [4].
This was a disastrous deal. You can overlay a chart of the 2 year deal and global inflation and they match up pretty much exactly.
The Biden administration quietly went to MBS and asked him to end the deal. He refused. There are historical reasons for this, namely that the US (under Trump) had kinda screwed Saudi Arabia over in 2015, 2017 and 2018 but I digress.
So in the US the politics of this were that Republicans were going to pin this on Biden (even though it was a Trump deal) and the Democrats were never going to blame Saudi Arabia. Instead it was just "oil companies are greedy and bad" from a pure short-term politics POV. Nobody brought up the 2020 OPEC deal. And that's wild to me. It just goes to show that US foreign policy is uniparty and a Democratic administration was never going to publicly split with an ally like Saudi Arabia.
So does OPEC matter? Well they were instrumental in enforcing that deal. So you tell me.
[1]: https://www.reuters.com/article/economy/special-report-trump...
[2]: https://www.reuters.com/article/business/opec-russia-approve...
[3]: https://www.reuters.com/business/energy/opec-would-miss-frie...
[4]: https://www.reuters.com/article/us-global-oil-saudi-cuts-idU...
https://www.ft.com/content/be345914-7b4b-4264-bcbd-6e5e33b79...
I am personally convinced that there are many more people pretending to understand geopolitics than people who actually understand. It could be that no one truly understands due to the amount of fractal complexity and emergence.
They'll diversity into Gold, rare-earth metals (they're only getting more important), CIPS, Yuan, Euro. That diversification helps everyone else, but will hurt the US, which hurts financial markets, and thus everyone else. And once they're all divested, the diversification will add risk and losses. Can't be helped though, they still need security. So we're looking at a generation of slow global decline, probably propped up slightly by the industrialization of AI (which of course China is leading the world in, as nobody cares about "better", they care about "cheaper"). China is the real winner, because all they need is oil, and their partners will make sure they get a steady supply (because it's in their partners' interests; that's what having allies is all about).
US can't stop this; their military isn't equipped to fight wars on multiple fronts, their lumbering, expensive weapons can't be sustained in a protracted conflict, their wars aren't popular at home, and they don't have the manpower. Even when they eventually start the draft back up it'll take years to build up their warfighting capabilities, and by then the world will have diversified enough that they can take the hit. (The US will try a World War anyway to try and retain the Empire, because their leaders are psychotic morons and their people are compliant, but they'll still lose. (Historic parallel: Sparta. Great military, but tiny, so most of their power came from wealth and tenant states; eventually the rest of the mediterranean got tired of their shit (installing dictatorships, alienating allies) and their empire died. Hell, even their Navy was paid for by Persia - foreign investment used to weaken rivals via proxy war))
I don't think this is avoidable. Nobody trusts the US now. The divestment has already begun. Countries aren't suddenly going to change their minds - even if Trump doesn't overthrow the government to cement this new status quo in 2028 (which he 100% will), the next President could be another Trump. Nobody wants to be subject to their insane policies (foreign & fiscal) anymore. So the US isn't a secure place for cash. Nations aren't just going to shrug and ignore it, they're going to act to protect their interests.
I like this part:
> One big flaw in their argument is that the petrodollar isn’t nearly as big a factor in the global dollar ecosystem as it used to be
And: > A proper grasp of the events in question suggests that the ballyhoo over the petrodollar’s alleged imperilment will prove to be just the latest in a series of false alarms about the dollar’s status atop the world’s currency hierarchy.
A lot of online armchair analysts miss the fact that the Euro is just as important as the US Dollar in global trade. The Eurozone has a combined GDP of about two thirds of the US. That is huge! And they Eurozone does lots of trade with countries outside the Eurozone, so the Euro is a vital part of the global economy. The number one forex pair globally is EUR/USD. It is trivial to convert between the two (tight spreads, giant order capacity), so buyers and sellers are fine with either.The writing is on the wall. It might take decades, but it’ll end.
The dollar isn't strong because oil is traded in it. Oil is traded in dollars because the dollar is strong. What makes the dollar strong? The US military and, at least up until now, the US essentially guaranteeing global maritime trade. Oh and the US also being the world's arms dealer. Why this is such a huge strategic blunder is because the US has proven itself unable to militarily open the Strait of Hormuz. This should surprise precisely no one. The Joint Chiefs knew it. The Intelligence community knew it.
Let me put this another way: you could make all oil trades in euros tomorrow and pretty much everyone would still hold dollars and convert to euros as needed. People don't understand this so you get silly conspiracy theories around, say, the Iraq War being started because Saddam Hussein was starting to trade oil in euros.
Let me give you a concrete example of this all in action. Iran has threatened to charge tolls to pass through the Strait and they wanted to be paid in crypto, largely to avoid having their funds frozen (as has already happened) because the US has that kind of control over the financial system. But that's still a problem because all US companies and any financial institution that wants to main access to the global financial system isn't legally allowed to trade with Iran, even in crypto. My point is that all of this could be traded in crypto and it wouldn't matter. The "petrodollar" would still rule.
> What makes the dollar strong? The US military
The US military and the dollar are strong because the US economy is strong.
Which month?
Recently the UAE faction in Yemen was forcefully reined in by the house of Saud, and OPEC kind of prioritises different things than the UAE, i.e. not pushing profits hard in the short to medium term instead focusing on stability and predictability.
Currently the saudis are trying to resolve the Hormuz issue and the attack on Iran through diplomacy, which the UAE is not exactly fond of and would rather see a violent solution. In part this is coloured by the close relation between the UAE and Israel, both of which share the view that running militant factions in failed states is preferable to orderly international relations between sovereigns. The saudis aren't as keen on this type of foreign policy and in other aspects also not as friendly with Israel as the UAE.
The UAE has been signaling that they don't really want to be a part of OPEC since at least 2020 or so. Them actually leaving was to be expected, the question should have been 'when' rather than 'if'. Iranian retaliations on the UAE and subsequent damage to the reputation of mainly Dubai and Abu Dhabi as well as capital flight probably strengthened the UAE politicians longing to get out of OPEC and start pumping and selling at full capacity to try and make as much money as possible as fast as possible.
If the UAE does not do this it'll be more exposed to credit and currencies besides the US dollar, which they probably find rather inconvenient.
UAE leaving OPEC is like breaking up a workers union. UAE is no longer required to restrict how much oil it exports, and also doesn't have to set a price floor. They're allowed to sell more oil cheaper, potentially at the expense of neighboring OPEC countries.
Which to me sounds like a good thing for the rest of the world?
If you've been involved in an SDO ("Standards Development Organisation" think ISO or the IETF although the IETF would insist that they are not in fact an "Organisation" they will admit to being in effect an SDO) you've probably at least glanced at documents explaining that you absolutely must not do anything which looks like Cartel activity, you can't use the SDO to agree prices, or to cut up territory or similar things. The SDO's lawyers will have insisted they make sure every participant knows about this because they don't want to end up in prison or worse.
However the trick for OPEC is that it's a cartel of sovereign entities. It can't be against the rules because its members are the ones who decide the rules. So Chevron and Shell and so on cannot be members of OPEC but the UAE and Venezuela can.
It probably isn't a bad thing, but let's not overestimate the beneficial effects. The reason oil prices are high right now isn't because of cartel fuckery, it's because of Trump and his war. And oil supply chains are in such chaos because of Trump's war that even if it ended tomorrow it would take markets multiple years to return to a pre-war state.
The bottom line is that oil prices are going to be elevated for years to come, and when oil prices are high, OPEC has nothing to do other than sit back and collect the profits. And thanks to the ongoing solar revolution, oil's days as the world's predominant geopolitical poker chip are numbered; by mid-century OPEC won't be relevant anyway.
"In 1949, Venezuela initiated the move towards the establishment of what would become OPEC, by inviting Iran, Iraq, Kuwait and Saudi Arabia" ...
Nigeria joined OPEC in 1971.
OPEC or UAE?
UAE leaving means UAE can price below OPEC's target and take more of the market. OPEC will have to react and lower prices or concede some of the market.
Does any of this matter if the major players can't ship oil through Hormuz? Who knows...
Slowly weakening remaining Arab states and setting them up to fight each other.
Production limits were always a bit shady. Most meetings were just nations declaring what they'd (be able to) do and then a lot of talking to maybe see if things could be tweaked a bit and come up with a statement that made it look useful.
Their last 'success' was before Russia-Ukraine where they basically tried to suppress the price to make US shale too expensive and reduce its market share. Which happened. But again, debatable to what extend by OPEC's influence while they do write their own press release - with the explicit goal that the perception of power increases the price more.
Currently the entire region is going up in flames and allegiances are being stressed to breaking point.
The UAE leaving - as far as i can tell - is just a middle finger telling some of the club members its a farce and useless when it comes to its goals and (soft) powers, in the new reality of war & US export dominance. The middle finger being a political signal as everyone seems to be in disagreement on how best to handle the Israel-US-Iran war.
2) Thus far, the UAE has been prevented from maximizing its revenues due to OPEC/OPEC+ production caps which is no longer acceptable due to global needs. It can now chart its own independent course by ramping up production and earn hard currency which can be its leverage against an uncertain future. For instance, UAE just signed a deal with South Korea to give it guaranteed "priority access" (meaning first before others) and "joint stockpiling" (for world market) of 24 million barrels. Other countries in Asia who have storage capabilities are also "tripping over each other" to cut similar deals with UAE. This is once-in-a-lifetime opportunity not to be missed.
3) Discontent with OPEC/OPEC+ and its members since the current conflict has made it clear that nobody will come to its aid when the chips are down (other than the US). It is "every man for himself" now and thus UAE has decided to chart its own independent path.
This is very welcome news and i hope other OPEC/OPEC+ members will also follow suit in their own national interests.
2) They can gain by increasing their production, IF they can get that out through Hozmuz. And IF (after Hormuz is opened) other OPEC+ countries DO NOT decide to do the same and the price of oil collapses.
3) US did not meaningfully came to their help. The high-end air defense systems were reserved/moved to Isreal. They mostly defended themselves, with the stuff they bought over the years from the US. A slightly cynical take would be 'classic protection racket'.
4) The national interests of other OPEC members are best served by being united against greater forces from outside region, not by fracturing and bickering among themselves. This is classical divide and conquer.
The UAE has had a long standing land dispute with Iran.
The recent barrage of missiles might have just pushed the UAE leadership to have lost patience with their northern neighbor.
This might be an act of protest.
An alternative is the US trying to dismantle OPEC together with its new found supply in Venezuela to drive prices down
- why now? What has changed that made the lack of limits more attractive than it used to be?
- despite no limits, the strait is blocked, so they still can’t sell anything?
Why/how?
Without a healthy cartel, wouldn't prices go down? Cheaper oil means less adoption of alternate energy sources.
Oil production and distribution is basically infrastructure, like energy or internet. It can't really follow free market dynamics without eating itself.
Yes and we've seen negative electricity price in some EU countries a few days ago: very sunny days but not too warm, perfect for solar panels. Supply surpassing consumption: negative electricity prices.
While we're, supposedly, living through an energy crisis. There may oil shipment issues and there are issues with energy due to the Russia/Ukraine war too but... Many already understood that there were solutions to not be entirely dependent on oil.
Doomsayers are going to argue that "we need electricity during the winter at 6 pm" so a "largely negative electricity on a sunny sunday means nothing" (Belgium, two days ago: hugely negative electricity prices, for example and it's not the only case) but the truth is: we're not anywhere near as dependent on oil as we were during the Yum Kippur war / 1973 oil shock.
And oil is definitely limited in how high it can go for as soon as it goes up, suddenly other energy source make more and more sense economically.
Once again: negative electricity prices two days ago. Let that sink in.
Abu Dhabi and Cairo have been misaligned for years since the Sudan Civil War began (UAE backs the RSF and KSA+Egypt back the Army) as well as the UAE backing Abiy Ahmed in Ethiopia at the expense of their traditional partner KSA.
> To my understanding there isn’t a treaty yet.
This is as close as it will get. New Delhi doesn't "sign" defense treaties unless pushed to a corner, because it reduces maneuverability.
The Pakistan-KSA alignment was already cooking after IK was overthrown. I think I mentioned it before on HN (need to find the post I wrote) but given the primacy Pakistan has had in US-Iran negotiations well before the war as well the PRC's increasingly miffed attitude at Pakistan following the CPEC attacks, the US most likely brokered a back-room realignment between PK and KSA.
A neutral-to-ambivalent India with a pro-America Pakistan is better for the US than a completely aligned India with a pro-China Pakistan.
TODO: citations
India is actually the true neutral major power. I don't really count Switzerland because it was obvious it would align with the EU/NATO/US axis when things got hot, as it did in the context of Ukraine-Russia.
Don't worry too much, the return on investment of renewables is much better than politics. Politics can put a few brakes on, but that only slows things a little, it won't stop it. (and politics is not set - there are plenty of forces opposing oil - they are not in power now but they are still powerful and are likely to gain power again as the tides switch)
So no, they most definitely can have their cake and eat it, and have done so for over two decades.
They also turn a blind eye to plenty of other things that go against conservative islamic values: alcohol is served onboard, gay flight attendants are employed, etc. So it’s surprising to me that they aren’t a bit more tolerant here.
The Saudi crown prince wants Trump to continue the war still.
1: https://www.ndtv.com/world-news/us-israel-attack-iran-iran-i... 2: https://www.nytimes.com/2026/03/24/us/politics/saudi-prince-...
That was the argued point, not the US.
Relying on statements by the Trump administration as proof of this makes it even more spurious.
That said, MBS has done worse and it's not impossible, but alignment with UAE is faltering more and more so it's possible even if they once favored that action by the US they no longer hold the same view.
I am not claiming Saudis want what's best for the region, only that, even if they wanted war with Iran, they likely now no longer do, or at least would like the conflict to wrap up due to the heavy costs its inflicted on the region.
UAE will see the the whole region burn if it means MBZ can keep his seat.
While I like the parent's provided information, I feel like the pandemic, fiscal stimulus, and wars were bigger drivers for inflation!
[0] https://www.reuters.com/article/business/healthcare-pharmace...
There are a number of elements that go into gas prices like additives, refining margin (called the "crack spread") and distribution but crude oil prices are a huge part of that. Also, like anything demand plays a huge role and that means the market's expectation for future supply.
Iran War is hard to compare to because there's price speculation around war now, rather than just OPEC cuts. But anyway what's interesting about Trump making a deal with OPEC to cut supply is that it kinda makes the US part of the oil cartel.
"I and my brother against my cousin, and I and my cousin against the stranger."
I added quotes, it should say that Pakistan's weapons program is one that is outside the Nuclear Non-Proliferation Treaty as Pakistan is not a party to it.
There are dozens of ways to increase production through world peace, better drilling technology and ideological conversion. Most of African production is well below geological potential (Libya being the easiest example, but also applies to Nigeria and the DRC etc). European shale is barely investigated, Russia is restricted by sanctions, the Middle East by war. Antartica and the Falklands are relatively unexplored but feasible.
However, the electrification of transport will erode demand in everything besides heavy shipping and jet fuel. Without that demand oil prices will crater.
Not sure I buy that. Oil will still be in demand as a chemical feedstock. In fact, there are already people saying that oil is too precious to use as a fuel.
If we have plenty of energy anyway we can just make exactly what we need, no need to drill for a mix of pot luck hydrocarbons. If we don't have enough energy anyway then we're burning hydrocarbons to get energy and we might as well use them as a feedstock too.
Substitution is highly impractical in the short term but in a conversations of decades/centuries it's significant. Venezuela's reserves alone could run the world's petrochemicals for 60 years (Gemini) so it's a realistic perspective. Together with other proven reserves we could be okay for centuries.
Recycling is sometimes an option too.
That's to say, I think you forgot to update your number when time passed.
1 - time started at the 1970s, that's a well known fact
In short, the US cannot functionally be independent on fossil fuels even if we extracted every drop of oil within our borders--because we literally cannot use all of it, and most of it would be wasted just sitting around.
Yes, we would need to build more refining capacity to use it all effectively, but in a cataclysmic event (i.e. a world war or something) the US would be much much better off than most other countries.
Despite there being way less than 1 successful attack per week [1] travel through the Red Sea is down from ~500/week to ~200/week [2].
[1]: https://en.wikipedia.org/wiki/Houthi_attacks_on_commercial_v...
[2]: https://en.wikipedia.org/wiki/Red_Sea_crisis#Houthi_attacks_...
It all depends on how Saudi wants to be seen in the moment and what Trump thinks makes him look better in the moment.
But like, Saudi gave Americans golden planes and extraordinary amount of bribes, so one would assume they were buying something.
https://www.arabnews.com/node/2642938
The house of Saud has pushed back rather hard on the 'saudis want total war actually' whispering to the press. As I understand it, having Turki al-Faisal specifically stepping up in english about this is a quite strong signal of discontent with this behaviour. Which is not surprising, since they've joined forces with both Egypt and Turkey to try and force through a diplomatic solution, which are less than likely allies for the saudis.
And while it's true many member exceed targets, it's like speeding on US highways: everyone does it, but anyone driving 20 mph faster than the pack is nobody's friend. Karma will happen.
All this to say, you calling a local company and getting quotes captures your price but that’s not quite the same as the global price.
https://esgnews.com/us-imposes-solar-tariffs-up-to-123-on-im...
EDIT: I was wrong - tariffs on eg Chinese made solar panels are more like 65% right now - there’s multiple tariffs. https://pv-magazine-usa.com/2025/02/04/u-s-raises-solar-poly...
Point being the US government is making them expensive for US consumers but that’s not true for global markets where they want to have energy independence. Solar is in fact very cheap these days.
The equipment is nearly free compared to the labor to install it. At least the last time I checked. I could do my own DIY system for about 1/4th the cost of one "professionally" installed - and I use the scare quotes for good reason. Most of the installation companies for residential solar exist to sell financing, the solar bit is just an unfortunate tertiary (behind grifting on the green energy credits/tax rebates) concern for most of them.
Panels costing an extra 65% is a rounding error for me. I'd need a whole lot more real estate to put them on for it to become a significant fraction of the total system cost.
And that might even STILL be okay if the quality of engineering and workmanship was decent and available. I'd pay the going rate tomorrow if I could find a highly competent electrician/company to do the over-engineered setup I want today. I'm not interested in saving money - I could care less if it ever pencils out. I'm interested in having a system that can survive a lengthy grid outage situation that is fully redundant and properly engineered to industrial level standards. This is effectively impossible in the US, but friends in other areas of the world have had similar setups installed for years.
A plug in solar panel and microinverter at the local supermarket is about €1k/kW. 9kW of solar for €9k/£8k/$10.5k to power an average US car and an average US house.
Avearge US car does 13,000 miles a year needs about 4,500kWh, so €4500
An average US home uses 11kWh a day, or 4,000 kWh a year, that would be another €4000
US electric price is an average 17c per kWh. That's a 15% ROI.
I suspect the costs your quoting are mainly things like scaffolding and labour, and that's not going to get cheaper.
The panels themselves - ignoring inverter, install, etc, are $100 for a 400W panel [0]. To generate a whopping 16,000kWh a year -- 70% more than the average -- you'd need to spend $4k on panels. Even if panels were free, your quotes would still be obscene because tradesmen charge obscene amounts (or rather roofing work is just expensive)
[0] https://www.solartradesales.co.uk/aiko-neostar-2s-460w-n-typ...
https://www.eia.gov/energyexplained/use-of-energy/electricit...
Typo, 1000kWh from 1kW of solar panel.
I got my 4x 455W panels for 70€ each from BayWa (random vendor in Germany), plus delivery. Microinverter ~200€. Aluminium etc for installation ~400€ or so. I installed them together with a friend. Total cost ~900€ or so. At 30ct/kWh in Germany, break even is in 3 years. Would be earlier if I had a better roof to put them on, mine has some shadow.
They can, though? Batteries can offset the start-up times, otherwise gas plants can start up within minutes and nuclear can ramp up within days
Turbines could work. But that's not the majority of plants.
Almost all of the complaints I heard while I was in Egypt were about corruption and lack of opportunity. It was more frustration with rampant nepotism/cronyism and less a desire for liberalism. From the ground, it appeared to be driven by economic forces and not political ideology.
In fact, many Egyptian men that I spoke to made the argument for the continued oppression of women (e.g. the full burqa and absence from work). In general, the populace was decidedly anti-liberal.
The election of the Muslim Brotherhood happened after I left the country, but it was no surprise to me at all. The fact that they attempted to change the constitution so quickly after their victory was unwise, and the subsequent coup by the West was just as unsurprising.
(Husband and father of daughters).
Renewables and EVs are a capital-intensive industry, and the thing about capital-intensive industries is that they're prone to bubbles. If you get a year or so of EVs being cheaper than gas cars, you will see a huge growth in sales as lots of consumers make the rational choice all at once. The spike in sales will spur a bubble in capital investment as investors all rush to capitalize on it. The capital investment spurs R&D, which results in technological improvements which make the cost advantage permanent.
At the end of the 5 years (or perhaps even before) the price of oil will crash back down, probably lower than it is now, as increased EV adoption destroys demand more than supply was choked off. But at that point we'll all own EVs, they will cost less than gas cars, there will be chargers everywhere, there will be solar panels everywhere, and we'll have better batteries and V2H charging.
Still, unfortunately switching to EVs is not the endgame. We have to stop fossils lower in the supply chain. Otherwise they'll be used for other forms of energy demand and get burned to heat up the atmosphere anyway.
Passenger cars cause roughly 10% of global energy-related CO2 emissions. USA has the world's highest per capita emissions.
Yes precisely.
> This is just hasbara propaganda and Zionist lies and it has no place in a civil discussion.
Oh I thought you meant the Islamist propaganda. Iran threatening the US, funding Hamas, Hezbollah and the Houthis are documented facts. Iran even wanted a ceasefire against Hezbollah in the recent negotations. And Jewish people deserve to be able to live in their own homeland, thinking otherwise is racist.
What's absent from your comment entirely is the humanity and rights of the Palestinians whose presence the Israelis deny entirely. This is what I mean by being detached from reality.
Remember that 20% of the Israeli population is Arab.
> Death to Arabs" or "Death to the Arabs" (Israeli Hebrew: מָוֶת לָעֲרָבִים, romanized: Mávet la'Aravím) is an anti-Arab slogan originating in Israel.
The Saudis did it to Biden in 2023, the UAE sees the opportunity to do it to Trump now.
What happened this week - they announced they might start selling in yuan, they left the OPEC, and they started a new wealth fund to invest exclusively in China. That gives them an alternative for the dollar-peg since China is their biggest import partner anyways, while also giving their surplus yuan an alternative channel of investment into China.
Still they need the dollar-swap for the essentials - food from India and Pakistan, neither of which will accept their dirhams unless they get exclusive deals (which are not allowed in OPEC). It helps for them that India and Pakistan need lots of oil, and that a dollar peg benefits the UAE more than it does either nation. If the EU plays a greater role in trade, particularly in defence and maritime manufacturing, they will stockpile euros too, to the detriment of the dollar.
Still, they also bought some prime DC acreage to expand their US diplomatic corps, and will likely keep the Washington connection, so long as AI is perceived as useful. Right now, that's the only major export benefit the US provides the Gulf countries. This is them just hedging their bets.
UAE has a unique yada yada and also ended up with a surprisingly remarkably free economic index despite being a theocratic monarchy.
As did the monarchy Lichtenstein, British controlled Hong Kong, and the one-party state of Singapore (technically democratic, in practice it functions like a recallable monarchy).
Also of note the three richest countries by GDP PPP per capita are Monaco (hybrid monarchy with monarchist veto powers), Lichtenstein (hybrid monarchy with monarchist veto powers), Singapore (single party state).
>That diversification helps everyone else, but will hurt the US, which hurts financial markets, and thus everyone else.
These are huge jumps in logic, I'm not even sure where to begin. I guess the most glaring question is: If other countries are actively diversifying from US assets as you claim, why would they still be so hurt by a US financial market downturn?
>And once they're all divested, the diversification will add risk and losses.
Since when does diversification ADD risk, and how would losses be incurred?
>which of course China is leading the world in, as nobody cares about "better", they care about "cheaper"
Also a huge claim to make. You'll find plenty of people who want the best models and are pretty price-insensitive, especially among those who get the most economic value out of AI.
> To be honest this comment kind of reads like anti-US fanfiction.
You said it better than I could. The best analogy I could dream up: This post feels like it was written as an editorial for an anti-US newspaper, like The Global Times.About the weak diversification argument: If people really do invest much less into US assets, then other available high quality assets will also become more expensive and result in lower yields. In turn, the US assets will appear "cheap" and attract new capital. This feels like a mirror of the global soybean trade. If China says they won't buy US soybeans (primary used to feed hogs), but buy Canadian or Brazilian, then other buyers just shift where they buy from. In the end, the global demand for soybeans has not fallen, rather a brief game of musical chairs was played.
It's not a claim, it's been reported for years. US foreign exchange reserves are at a 30-year low. Central banks have bought ~900 tonnes of gold in 2025, nearly matching the historic high during the pandemic. Central banks' holdings in gold now surpass US Treasury holdings (and we all know that gold is nearly 5x its price from last year). Poland, Turkey, India, Czech Republic have all been hoarding gold instead of dollars. France repatriated its gold. Saudi Arabia didn't renew their oil-for-tbills protectionist agreement with US in 2024. Big oil deals are now being done in Rupees and Yuan. Canada dumped its US treasuries. BRICS is already operating a new banking system independent of the US dollar. mBridge and CIPS allows China to settle payments with other countries solely in Yuan. Japan made a $75BN swap deal with India to deal in Rupees if it needs to avoid the dollar, with similar deals with Indonesia and Thailand. Japan is also working with UAE on non-dollar oil deals in the future.
> If other countries are actively diversifying from US assets as you claim, why would they still be so hurt by a US financial market downturn?
Because the global economy is one gigantic system of systems standing on top of the US financial system. When the US has a gigantic economic shock it ripples worldwide. But de-dollarization is gradual, so it will be a gradual drawdown in international economies.
> Since when does diversification ADD risk, and how would losses be incurred?
The US is where people put their money because putting it elsewhere was riskier. But now the US might be more risky. So you diversify... to the places that were risky before. So you can only move to risky places. That risk eventually leads to some loss. It's a "least-worst option" situation, but the end result isn't going to be great.
> You'll find plenty of people who want the best models and are pretty price-insensitive
That's now how capitalism works, that's how rich people work. The echo chamber of HN is full of upper-middle-class people with disposable incomes that are happy to waste money to feel emotionally better about their choices. But businesses aren't emotional, they're competitive. They want lower costs and higher profits. That means spending less. If a business can use a model that's 1/6th the price to get approximately the same results, they're going to do that, in order to gain a competitive edge. China is the place you go when you want to cut costs.
This is where you're losing me. You seem to be suggesting that de-dollarization will cause a US financial pain large enough that it will cause significant pain to other countries, AND that it will happen so fast that the de-dollarization itself (which was the impetus for this pain!) will not be sufficient to shield them from it.
>The US is where people put their money because putting it elsewhere was riskier. But now the US might be more risky. So you diversify... to the places that were risky before. So you can only move to risky places. That risk eventually leads to some loss. It's a "least-worst option" situation, but the end result isn't going to be great.
Lots of assumptions here: 1. That the US is in fact becoming a much riskier place to invest (mostly only true for countries at risk of sanctions). 2. Other countries have stayed as risky as they always have been (do we know this isn't the case?). 3. That despite the inherent risk advantages of diversification to a wide range of countries/currencies is not significant enough to overcome the level of risk that the US has increased recently.
>That's now how capitalism works, that's how rich people work. The echo chamber of HN is full of upper-middle-class people with disposable incomes that are happy to waste money to feel emotionally better about their choices. But businesses aren't emotional, they're competitive. They want lower costs and higher profits. That means spending less. If a business can use a model that's 1/6th the price to get approximately the same results, they're going to do that, in order to gain a competitive edge. China is the place you go when you want to cut costs.
It is how capitalism works sometimes. If the cost of using the new technology is very cheap AND top-of-the-line options result in significant productivity increases, most companies will be willing to pay higher multiples of cost for even marginal increases in performance.
If I'm so-and-so software company spending millions on various business costs, I dont care if I'm spending .5% of my costs on claude code when I could be spending .1% on deepseek. I want the best one (even if it's just slightly better) because the costs are marginal anyway.
Even if this turns out to be true, it would be irrelevant. The reason that oil occupies the geopolitical role it does today is because of its potential to rapidly bring the entire developed world to a halt. Oil will always be in demand because of its many useful applications (and this demand may even grow in absolute terms despite declining per-capita consumption, because the global human population is projected to continue increasing well into the latter half of the century), but as an energy source, by 2050 it will have so many highly-available complements that an oil cartel will be as relevant as a potato cartel.
https://www.cbc.ca/news/world/potato-cartel-fries-tater-tots...
The Yuan is the current bogeyman the Gulf States use when they want attention from the US (not that they’re not diversifying, just that it isn’t a structural shift in a meaningful way). The UAE is making this play right now to make sure they are part of the conversation in deciding how things with Iran end and making sure their influence is sustained after the current administration.
The wealth fund is a way to deploy whatever yuan they receive while gaining political favor with China as well.
https://www.state.gov/releases/office-of-the-legal-adviser/2...
It's funnier than that. The justification is "self-defense of its [the USA's] Israeli ally".
> > Iran threatening the US, funding Hamas, Hezbollah and the Houthis are documented facts. Iran even wanted a ceasefire against Hezbollah in the recent negotations. And Jewish people deserve to be able to live in their own homeland, thinking otherwise is racist.
Do you actually want to respond to that or will you just want to rant about people thinking Jews should dare live in their homeland?
> Jewish people live peacefully in Palestine
No. There is documented history of violence and suppression by Muslim colonisers towards Jewish people. This is consistent with how Islam has treated other minority groups in areas it has controlled for the last thousand years. This is why the British partitioned the area into Jewish and Arab states.
> Zionists came from Europe.
Jewish people are from Judea. The key is in the name. A name which is older than the Bar Kochba rebellion which caused the Romans to rename Judea to Philestinia, which Yassar Arafat and the other people that invented the "Palestinian" identity in the 1960 are not.
> rights of the Palestinians whose presence the Israelis deny entirely.
Arabs in Israel have more rights than Arabs in Arab countries.
Jewish people in Gaza and Palestinian parts of Judea/Samaria are torturedm raped and killed.
Who is denying rights?
Kuwait was “saved” by the US. The Iraq invasion was approved by the GCC, partly as payback for Kuwait, and anyways Iraq is not part of the GCC. The Qatar blockade was self-inflicted (and extremely stupid).
Not quite. ADCOP was carrying 50% of UAE production (1.5-1.8 million bpd) and is being ramped up significantly. OPEC had limited UAE's output to 2.9-3.5 million bpd thus far and since the conflict UAE has been targeting 5 million bpd. With this announcement the dependence on Hormuz is being lessened drastically.
> 2) They can gain by increasing their production, IF they can get that out through Hozmuz. And IF (after Hormuz is opened) other OPEC+ countries DO NOT decide to do the same and the price of oil collapses.
As pointed out above Hormuz is being bypassed with ADCOP's capacity being ramped up. I am willing to bet, this announcement is what will get Iran to seriously consider removing its blockade of Strait of Hormuz since its main leverage will be gone. A good example is Russia's loss of leverage over Europe when most of the EU countries cut their dependencies on Russian Oil/Gas since the start of the Ukraine war.
> 3) US did not meaningfully came to their help. The high-end air defense systems were reserved/moved to Isreal. They mostly defended themselves, with the stuff they bought over the years from the US. A slightly cynical take would be 'classic protection racket'.
Most of UAE's equipment is from the US. See US approves $7 billion more in weapons for UAE - https://www.reuters.com/world/middle-east/us-approves-7-bill... and U.S. Considers Financial Support for Oil-Rich U.A.E - https://www.nytimes.com/2026/04/21/business/economy/us-uae-f... Only recently have they started diversifying with a major defence deal with South Korea.
> 4) The national interests of other OPEC members are best served by being united against greater forces from outside region, not by fracturing and bickering among themselves. This is classical divide and conquer.
Nope; OPEC/OPEC+ exists only to serve the interests of Saudi Arabia and Russia. The others went along since money was rolling in anyway. But now the geopolitical situation has changed and every member has to look after its own national interests.
However, for your edification;
The wikipedia page for ADCOP i had given above, lists a whole set of links from where you can get more info. and data. One main source is the website of ADNOC (https://www.adnoc.ae/) who owns/operates ADCOP. The UAE has been calling in loans (eg. $3.5billion from Pakistan), asking the US for money (links given above) etc. all towards having enough to ramp up production to 5 million bpd by 2027. The defence cooperation between the UAE and US is longstanding, with the recent war merely ramping it up. The OPEC/OPEC+ is just a cartel which should have been broken up long ago.
The UAE’s Energy Playbook Is Paying Off Amid Global Turmoil - https://oilprice.com/Energy/Crude-Oil/The-UAEs-Energy-Playbo...
UAE To Hit Its Oil Capacity Increase Sooner Than Expected - https://oilprice.com/Latest-Energy-News/World-News/UAE-To-Hi...
Will the Iran war end Strait of Hormuz oil supremacy? - https://www.dw.com/en/iran-war-strait-of-hormuz-oil-supply-r...
In bid to bypass Hormuz chokepoint, Gulf countries scramble to ramp up infra - https://archive.ph/Xh1aq#selection-669.0-669.76
They won't sit still, though. Eventually, if this were tried, we'd see Chinese-flagged tankers buying passage rights from Iran and being escorted by PLAN ships.
No way does Commander TACO take that shot. The US interdiction threat in the gulf is empty, and everyone know it. Iran gets paid at the end of every story. The whole boondoggle has been a failure for the US in every analysis.
Mass killing, global recession, fertilizer shortages potentially leading to widespread famine and....Slashdot references?
Oh man, this timeline is the worst, but it is absolutely the most entertaining.
This would be a blunder by Beijing. It would involve trotting their ships through half a world of American and allied sensors, only to put an untested-in-blue-waters navy perilously far from nearest bases or support if anything goes wrong.
I’m not saying the likes of Xi, Putin or Trump couldn’t do it. But it would be an intelligence bonanza for the West, India, Japan and Taiwan.
> untested-in-blue-waters navy
I disagree with this assessment. While they have not engaged in combat in blue waters, they certainly are all over the Pacific, far from home. Also, the US and Canada regularly run spy flights that capture photos and radio signals from Chinese naval vessels. I'm sure their boats are well painted with NATO radars by now.Perhaps worth noting that the US is not unscathed in this, as oil/petroleum is a global market that includes the US. US domestic gas pump prices (which is input into everything, including groceries) go up when global oil prices go up. Not to mention things like fertilize (and, as a lot of people suddenly found out, the importance of helium).
And it's not like the US can practically stop exports, as a lot what the US produces can't be processed by their own refineries (at least at prices palatable to the consumer).
* https://blog.drillingmaps.com/2025/06/this-is-why-us-cant-us...
So it's not wrong to say that the world may end up in a global recession, and Asian countries have more acute problems that will hit sooner than the US, but the US will also face those issues if things drag on.
I have the impression that somehow if the world will go into a recession, China will come out ahead. It looks like they either prepared for it or they have enough space to maneuver.
That is the plan: After decoupling the EU from Russia gas by provoking the Ukraine war, now it is time for the Asian countries to be cut off from gulf oil/gas, so the US fracking projects become economical and the entire "allied" countries depend on the US petrostate.
It is the only way to preserve US hegemony. Since this long term project is bipartisan, higher gas prices in the US don't matter before the midterm elections.
The only difference in foreign policy between Trump and Biden is that Trump is more risk taking and often spells out the real intentions, such as "we'll take the oil".
This is true, but Emiratis are a notable exception. The UAE may be the only Arab country where Jews are not only allowed to live, but can do so safely without fearing either their neighbors or their government.
For example, last year when a rabbi was murdered, the Emirati government reacted forcefully and made a point to sentence the perpetrators to death. Note, the perpetrators were not Emiratis.
> The modern Egyptian state is oriented toward close partnership with the US, and a large part of that was peace with Israel post '73.
While also true, the relationship between Israel and Egypt has been tense lately.
They are at peace, and the border is stable. And economic integration is tightening, for example with the recent $35B gas deal [1]. So it's plausible that UAE could align with both, as you say.
But at the same time, it's just as plausible that this alignment will become increasingly complicated for geopolitical reasons. As Israel grows stronger in the region, Egypt seems to have adopted a strategy of indirectly undermining them.
For example, Egypt's handling of the Gaza war has indicated that they were playing a double game - openly containing Hamas, while covertly allowing them to grow stronger. When the IDF captured Rafah in 2024, they uncovered massive smuggling tunnels under the Egypt-Gaza border, which could not possibly have been unknown to Egypt.
Sisi is also known for having cracked down on the Muslim Brotherhood domestically, as they were his primary political rival. But externally, he has shown a willingness to support them as a tool to weaken his rivals, including Israel. This is a dangerous game which could easily backfire.
One more example: just this week Egypt is conducting a live fire military exercise 100m from the Israel border - a deliberate decision that is escalating tensions. [2]
[1] https://www.egyptindependent.com/all-you-need-to-know-about-...
[2] https://defencesecurityasia.com/en/egypt-live-fire-drills-is...
That's not entirely true. Judaism is one of the legally recognised minority religions of Iran and Iran still retains an ancient Jewish community of 10,000 - 15,000 Iranian Jews that also have 30+ synagogues in Iran - Tehran’s embattled Jewish community endures despite Israeli bombing of synagogue - https://www.theguardian.com/world/2026/apr/22/tehran-embattl...:
> By the time he got up the next morning to get ready for work, an Israeli airstrike had completely destroyed the synagogue ... “We condemn this attack. It disrespects our faith. Iran’s Jewish community doesn’t have good relations with the Zionist Israeli government,” he said. Iran’s Jewish community is the largest and oldest in the Middle East outside Israel, dating back about 2,500 years to when Jews were exiled eastwards by Assyrian and Babylonian rulers ... About two decades ago, Israel encouraged Iranian Jews to emigrate, offering cash incentives in an attempt to prompt a mass migration. At the time, the Society of Iranian Jews dismissed the offer as “immature political enticements” and said their national identity was not for sale.
1. As another commenter already pointed out, Iran is not an Arab country
2. It is very true that the Iranian people absolutely does not hate Jews. In most Arab capitals, simply to walk around while visibly Jewish is either risky or downright suicidal. The same is true in other Muslim countries such as Pakistan, and increasingly in majority Muslim neighborhoods in Western cities. Iran does not have this problem. In fact the Iranian and Jewish peoples share a deep bond that goes back to the time of Cyrus the great, who famously freed the Jews of Babylon in 538 BCE, and allowed them to return to their homeland and rebuild their temple. To this day, Iranians and Israelis tend to get along. For example, the Iranian diaspora is conspicuously absent from anti-Israel protests in the US, and you will often see Israeli and pre-revolutionary Iranian flags flying together in anti-IRGC "Free Iran" protests (to the dismay and confusion of pro-IRGC protesters).
3. The current islamic government of Iran - the IRGC - has historically persecuted and executed Iranian Jews, especially in the early days of the revolution. There is a reason so many Iranian Jews live in the US... It is true that they have not implemented a Nazi-style policy of total eradication of their Jewish population, even though their foreign policy is entirely built on total eradication of Jews abroad. But let's be clear: Jews in Iran live in a state of submission and fear. In theory the IRGC is "anti-zionist" and not "anti-Jewish"; in practice the difference is blurry and arbitrary: Jews are eternally suspected of duplicity and disloyalty, and must continuously prove that they are not secretly "zionists". When Iranian Jews make public statements criticizing Israel, they are doing so because of this pressure from a totalitarian regime, and their safety depends on it. A statement by the Jewish community in Iran only reflects what the IRGC wants them to say. A useful comparison is Soviet anti-zionism, which followed similar patterns: Soviet Jews often denounced zionism loudly and publicly, and from the outside it appeared that Jews were a "protected minority" living peacefully. But ask Jews who actually lived in the Soviet Union at the time, and you will hear a very different story...
What about the military exercise though? Al-Jazeera is eagerly covering it, but it is in fact happening...
I'm thinking that two things can be true at once - Egypt sees Israel as a "soft rival" and will undermine it when it can, without risking the peace itself; and Qatar is actively trying to put a wedge between them. No?
(thanks for the thoughtful discussion).
It’s actually surprising it’s achievable for so long but in the long term doesn’t feel stable given the direction things are headed
As far as stability, I don't know. My view is that Arab democracies are unstable because they will elect Islamists. Dictatorship/monarchy has proven far more stable. Syria is trying to buck the trend; we'll see how it goes.
All of the Gulf monarchies as well as Jordan are essentially western creations that were created as states mostly by the British and then heavily reinforced by the US from the 70s onwards
why does that imply instability?
Only the non-competitive ones. That's how competition works.
OPEC would be deemed an illegal anti-consumer price fixing scheme under the laws of any country with even the most basic of anti-trust laws, if not for the fact that its entirely composed of sovereign countries not subject to any law but their own.
That moves prices upward, because people are willing to pay more, but increasing production is not like turning the faucet in your home. It takes time. This is the instability of oil production that OPEC tries to prevent, to keep the world hooked on readily available just cheap enough oil.
> instability of oil production that OPEC tries to prevent
First of all, if the goal is to prevent instability OPEC is doing a terrible job. Secondly, a cartel is not needed to prevent price instability, as demonstrated by the hundreds of other commodity markets around the world which are not controlled by cartels engaging in price fixing schemes.
As with any cartel, the purpose of OPEC is to maximize profits for its members, artificially fixing the price of oil at a level higher than what it would otherwise be in a free market not controlled by a cartel. Price stability is a side effect of that, not the goal.
If the price of oil remains low the gulf governments can't fund their social programs and risk instability. That may not be the only reason for OPEC but it's a major one.
When fracking really took off the writing was on the wall and I think many OPEC nations have since taken serious measures to shield themselves from price drops. This is probably why the UAE can now feasibly leave OPEC. I thought the fracking boom was the end of OPEC but they managed to hang on.
It may be confusing to others but it's ultimately your choice.
Regardless, my point was that people have a political axe to grind and call this “Israel’s war”.
They intentionally ignore the political realities that the Iranians have pissed off almost everyone in the region and the longstanding tension of the IRGC and the US and our new “Cold War” with China.
I mentioned this upthread, the instability OPEC is trying to prevent is civil unrest from not being able to fund their social programs and governments. They need a price that puts them in the black and the rest of the world will pay. If it was a free market the fracking boom would still be raging and oil would be $30/bbl. Many gulf nations would fall apart if oil was at that price for a long period of time hence the price manipulation. (I'm not sure how they got the frackers to ease up, some say many of the frackers were bought out by OPEC members and their wells capped but that's just conspiracy afaik)
> UAE's major issue with Saudis is their quiet support for Islamism as well.
What is the meaning of "Islamism" here? GCC is something like 98-99% Muslim by native population. Also, Saudi Arabia is the home of the two most important masjids in the Islamic world.This is a battle of economies and regional influence.
Even UAE/saudi backing different groups in Sudan war is rooted in Yemen/brotherhood issue. Both Sudanese groups sent competing troops to fight in Yemen.
> While Saudi Arabia does not have any problems with Islamists and in fact more or less openly supports them, according to Donelli, the UAE sees radical religious groups as a threat to its domestic stability, as well as stability in the wider region. This distinction is also evident in the two countries’ support for the respective sides in Sudan. The UAE supports RSF’s more secular version of Islam, whereas the SAF under al-Burhan’s leadership is widely seen as more or less a continuation of the regime of Omar al-Bashir, which was heavily influenced by the Muslim Brotherhood. https://nai.uu.se/stories-and-events/news/2025-02-07-gulf-st...
Well the war is still ongoing, and Iran's regime is already feeling the pain of the blockade [1]. Pricing oil in Yuan because, I guess, the US is somehow not protecting the UAE doesn't make sense because China won't be there to protect them either. The US can just say, well fine you can sell your oil in Yuan. But we'll just blockade the Straight and seize oil priced in Yuan or something. Who exactly does the UAE need protection from? Iran? China's ally?
I swear I read this same story over and over again. There's always just an accusation "thing happened, here's how the US is now in a state of being screwed" and there's just never any follow-up or perhaps imagination that the US could just do something too. Hypersonic missiles? US Navy is done for, no possible counter. Iran has drones? Boom. US is done for no way they can spend Patriot missile money on $30,000 Iranian drones. Nope, nothing anyone can do at all. Iran "closes the Straight", well the US can't do anything. Now they are "embarrassed" and "slammed".
> OPEC cartel membership didnt gain it access to Hormuz
What does this mean?
[1] https://www.wsj.com/world/middle-east/iran-is-flooded-with-s...
It is an admission that US protection was always a paper tiger. Perhaps in the 1960s it meant something, but Iran has shattered the illusion that Washington has any credible defense of the country.
> The US can just say, well fine you can sell your oil in Yuan. But we'll just blockade the Straight and seize oil priced in Yuan or something.
The UAE primarily sells its oil to China, which is its largest export partner, followed by countries like India and Japan. the United States cannot do this without not only obliterating energy markets for an ally, but strengthening alliances between china and india. It is likely that should the US attempt such a move, China would respond with retaliatory technology tariffs and a reduction of agricultural trade.
> Who exactly does the UAE need protection from? Iran? China's ally?
the UAE did not "need protection" from any regional military threat until the United States used regional peace talks as cover to launch a surprise attack against Iran. the UAE would still likely be an OPEC member state had the US not unilaterally chosen to obliterate global energy markets for no consistent or clearly defined reason.
> there's just never any follow-up or perhaps imagination that the US could just do something too.
This conflict was well defined as geopolitical suicide for nearly forty years; its what kept the peace. All simulations and tabletop exercises predicted such an incursion would send global energy markets into panic, trade markets into recession, and produce no meaningful advancement of either regional security or regime change. Iran is backed by powerful allies and has shown numerous times it can meet each US escalation with yet more regional attacks. We have tried escalation and failed, burned through a decade of advanced missiles fighting cheap drones, and have no defined objective politically or militarily for this conflict.
sigh No, it's not. There are 3 aircraft carriers parked in the region, plus US air bases. Iran launched over 2500 missiles at the UAE alone. The US destroyed much of Iran's military, the only thing they have left is the ability to launch missiles and drones at ships or do terrorist style attacks.
But if you want to suggest that the US is a paper tiger here, that just makes everyone a paper tiger. Nobody can stop Iran. Ok.
> The UAE primarily sells its oil to China, which is its largest export partner, followed by countries like India and Japan. the United States cannot do this without not only obliterating energy markets for an ally, but strengthening alliances between china and india. It is likely that should the US attempt such a move, China would respond with retaliatory technology tariffs and a reduction of agricultural trade.
Then we would react with export controls, additional weapons shipments to allies in the region, work with Japan and South Korea to start weapons programs, blockade Chinese trade, there's a million things we can do too.
> the UAE did not "need protection" from any regional military threat until the United States used regional peace talks as cover to launch a surprise attack against Iran. the UAE would still likely be an OPEC member state had the US not unilaterally chosen to obliterate global energy markets for no consistent or clearly defined reason.
And yet, UAE wants the US in the region and in UAE soil. Iran launched over 2500 missiles at the UAE, including civilian targets. Not sure your comment here reflects reality.
> This conflict was well defined as geopolitical suicide for nearly forty years; its what kept the peace.
Things change. US is the #1 energy producing country in the world in terms of oil, gas, &c. We're less dependent on the Middle East, plus we've basically secured the Venezuelan oil supply. Seems to me that what was once geopolitical suicide is no longer the case. We're here today, and life in the US just goes on as normal.
> All simulations and tabletop exercises predicted such an incursion would send global energy markets into panic, trade markets into recession, and produce no meaningful advancement of either regional security or regime change.
TBD
> Iran is backed by powerful allies and has shown numerous times it can meet each US escalation with yet more regional attacks.
Yes, Iran, who is supplying Russia with drones and such for its war against Ukraine is an ally, as is China.
> We have tried escalation and failed, burned through a decade of advanced missiles fighting cheap drones, and have no defined objective politically or militarily for this conflict.
We have not burned through a decade of advanced missiles fighting cheap drones. We can build our own cheap drones and are working on scaling production, and just because you don't understand the political or military objective doesn't mean that there isn't one, however poorly or well-thought it may be.
The US has very much escalated and sits now at the top of the escalation ladder. Iran has been trying to get the US to the negotiating table due to the blockade. Iran can launch its missiles as it likes to at civilian targets in the Gulf. We + allies will just get better at shooting them down. Who cares? If Iran wants to try to escalate we'll just escalate further, blow up more stuff, keep the oil from flowing if we decide. It doesn't really hurt us much.
Well, Iran closed the Straight and the world is facing biggest oil crises since 90ties. US was in fact incapable to prevent it. Even if the Straight opened today, harm already happened and will continue to happen for months. And I dont think it will open today.
The war did not had to start at all and is causing considerable harm already. Iran feeling pain does not mean surrounding states were protected - instead they were put into harms way.
> Pricing oil in Yuan because, I guess, the US is somehow not protecting the UAE doesn't make sense because China won't be there to protect them either.
At this point, China is more predictable and crucially, more likely to keep their word. Not exactly entirely predictable and not exactly truth teller, but the difference here is huge.
They were always in harm's way. The war could have waited, and Iran could have doubled or tripled its missile stockpile and then they really would have been in harm's way. You're falling in to the same trap I mentioned "country does X, end of analysis".
> Well, Iran closed the Straight and the world is facing biggest oil crises since 90ties. US was in fact incapable to prevent it.
Any country is incapable of preventing it then. Iran could always just mine the straight and threaten to launch missiles and go hide in the mountains. If Iran wasn't doing all of these awful things in the region, none of this would be happening.
Adjusted for inflation the price of oil isn't even the highest it's been this decade, let alone historically.
The price tripled from 2003-2008 as well.
>The war did not had to start at all
We probably won't know for twenty years if that's true or not. It's not as Iran's been some peaceful country for the last twenty years, they actively have sponsored terrorist organizations with the purpose of destabilizing the region. The country also sits on a wealth of natural resources but was solely researching nuclear power for peaceful purposes.
Really the big lesson for the next superpower is to simply act earlier. If you don't care about winning and just being a thorn in everyone's side, ballistic missiles are a great investment, and it should have been taken more seriously when Iran started stockpiling thousands of them.
"Strait" refers to something which is narrow, especially at sea. It can be pluralised as "Straits" in many cases. "Straitjacket" also comes from this root.
"Straight" refers to something which is not curved. The "gh" used to be pronounced and still is in some parts of Scotland.
[1] Not a 2nd Amendment criticism, I’m a strong supporter. More so the folks who load up on ammo and “cool” gear and all that stuff.
So U.S. equities will be sold for pennies?
Are you predicting a U.S. stock market crash bigger than the Great Depression, when oil runs out?
When you lose your only bargaining chip(oil), things start to look dicey.
So the U.S. will begin to rob and plunder the bank accounts of countries that don't have a bargaining chip?
Is that where the U.S. heading? The daylight roberry of the bank accounts of foreigners?
Could be a sell off if it isn't managed...measured buy-backs scaled over a timeline that maybe offers them an opportunity to invest in other commodities may be preferable.
Actually now that I think about it...I should probably keep a pulse on ME holdings about 2 or so decades from now
Stopped caring about anything he had to say after that, and I also then realized that there was a an entire genre of “person with no actual expertise reads Wikipedia articles and explains them with good lighting and high production quality.”
For what it's worth I watch his videos and he seems to touch on incredibly valuable topics I would never hear about otherwise, like [1].
i hope so, they have been one of the biggest sources of discord in the Middle East, funding civil wars in Libya, Sudan, Yemen, funding a coup in Egypt.
I gotchu: https://youtu.be/-evIyrrjTTY ("This Land is Mine", 3 min)
Thank goodness our predecessors didn't think this way. They thought that through reason, hard word, and humanism they could overcome these things, and they did. No doubt there were plenty of naysayers.
What will we do with our turn?
India has geography for solar, and the human/industrial capability for nuclear.
Southern Europe can go solar as well.
Northern Europe has it tougher (except Norway, with its abundant hydro). Nuclear could work. Or long range DC cables from South Europe or North Africa (if ever Europe helps them to put their act together - not easy or fast, but definitely in their best interest).
[1] https://en.wikipedia.org/wiki/Spain-Morocco_interconnection
Central and Eastern Europe have it tougher.
The Balkans are quite fossil-heavy, but solar should be quite feasible there.
If foreign oil supply were cut from China or India, they'd be in a much bigger trouble.
I think your assessment of whatever the "specific condition" is, is wrong.
This part of the planet has been almost intractable since the age of Hammurabi - it is quite fractured without any current overarching unity or framework. There isn't a dominant religion (similar to Europe) or shared values. I could say almost meaningless things like "thought that through reason, hard word, and humanism they could overcome these things" which would make little of the hard truths of the long histories of the varied peoples and fractions of the area.
It would almost seem naive to say things like because we've solved some tough problems in the last century we can solve all problems.
I think you gloss over much and certainly give yourself a mightier than thou feeling with your "Thank goodness our predecessors didn't think this way".
I too hope for peaceful resolution and stability but fall back to the historic record of success especially in a place that is constantly, recently and historically decimated by war among fiefdoms.
The reason is fractured is because of the inherent tribalism within the cultures of the region. Strip away the tribalism (Oman, Qatar, UAE to an extent), concentrate the people near a few cities (Egypt), or provide them a unifying overarching culture (Iran, Turkey), and you get some success. In fact, the early Islamic empires were heavily mired in infighting even though they were "unified" under the Caliphate, in spite of the Prophet's calls for the "Ummah" (One Islamic Nation). I would even argue that Islam's biggest contribution to the region was in providing a specific administrative framework with which to shed the tribal infighting and unite culturally similar but disparate peoples together. It's also why Israel succeeded as a nation with its European flavor of nation-state identity.
An Israeli intelligence officer perhaps correctly attributed it to the past culture of water scarcity and needing to protect your water sources. That is, in the desert, there are only so many sources of water, and if someone steals it away from you, you simply die. So that created a culture of inherent suspicion of outsiders and people outside the clan, even though they all share the same customs and culture.
In fact it was wars with a strong religious element between Protestant and catholic factions that tore Europe apart for centuries afterwards
[0]: https://www.slate.com/blogs/the_world_/2014/07/17/the_middle...
The Gulf countries now are in a far better condition than they were under the Ottomans (and than modern Turkey). "Stability" is what led the Ottoman Empire to devolve into a backwards, economically undeveloped society that was incapable of competing with the west.
If China were to involve its Navy in opening the straight that's exactly what Good outcome could look like
Out of curiousity, what's your good outcome from the Chinese sending destroyers to the gulf?
It is more like the Western nations which cannot withstand another month of all this 'posturing' .. But there is some resilience to the idea that the Iran/Russia/China corridor is going to keep those nations relatively buffered from total disaster.
I dont think UAE cares about American oil prices that much. Nor does Europe nor does Asia. That just meand America is less motivated to solve clusterfuck it created.
And yes, it is huge issue already. With flies cancelled for summer, with strategic reserves already being used, with homeschool and home office in some countries, shorted workweek in others, factories producing less.
> We probably won't know for twenty years if that's true or not.
We do know that. There was no urgent reason to start badly prepared war. And no involved country is peaceful.
> The country also sits on a wealth of natural resources but was solely researching nuclear power for peaceful purposes.
It was entirely legal for them, because literally USA teared down agreement to do the opposite.
And what everybody knows now is that the only way to be safe from aggression is to have nuclear.
At some points people need to wonder why.
https://en.wikipedia.org/wiki/Rafah_Border_Crossing
> The Rafah crossing was opened by Israel after the 1979 peace treaty and remained under Israeli control until 2005...
> Under a 2007 agreement between Egypt and Israel, Egypt controls the crossing but imports through the Rafah crossing require Israeli approval.
I strongly suspect the average American has absolutely zero sense of how much foreign aid we give Egypt. That's not to contradict your point directly, just that it isn't a very salient part of American politics (unlike Israeli foreign aid).
Furthermore, it also reduces the drain on the (often very fragile, for thirld world countries) foreign reserves, especially relevant when the oil prices fluctuate wildly.
If your solar panels are old and you don't have money to replace them, you get slightly less electricity. If you are out of gasoline/diesel and you have no money to buy it, you have a big, big, problem.
Unless there is some hidden cybersecurity risk of them shutting off panels remotely?
The weakest link won't be the panels themselves, but the grid infrastructure, or telephony infrastructure. Unless somehow the chinese were able to embed a radiowave activated kill-switch or something. Highly doubt it!
Trump did manage to make it more expensive for most of the world, but reversing that chaos is much, much harder.
And corruption is one of those annoying problems that dont go away easy
> one-party state of Singapore (technically democratic, in practice it functions like a recallable monarchy).
This is untrue. It would be more accurate to say that the same party has been in power since independence from the UK. Each election in the last 30 years has slowly moved the needle -- fewer and fewer of seats held by the majority party (PAP). I guess there will be a non-PAP prime minister in the next 20 years. Sure, it doesn't look like other democracies, but please don't call it one-party. Also: See Japan. Many outsiders just don't understand democracy in Japan and try to impose their worldview on a different type of democratic system.But let's not play the bullshit and borderline xenophobic, ad-hominem attack that it's just "outsiders" who "just don't understand." Or try and distinguish that it's people 'imposing their worldview' (something every human does no matter what they are arguing).
But don't take my word for it. Read what Lee Kuan Yew had to say himself[0]:
The PAP represents the broad middle ground in society and attracts the best and brightest people into Government, LKY said last night. He therefore did not see a two- or multi-party system emerging in Singapore soon.
Ah yes, good ol LKY, the outsider who just doesn't understand Singapore, and with such a non-Singaporean 'viewpoint' that he had quite popular support (even if you want to argue it is a minority, it was widespread enough as to be valid enough to be considered one valid and widespread Singaporean point of view). Calling it not a two or multi-party system, leaving quite obviously his assertion is that it's a one-party system.This and other points, documented by Yeo Lay Hwee (Senior Fellow, Singapore Institute of International Affairs) , who even if she flip flops between suggesting Singapore is a one-party state, lists quite a few reasons why it is a reasoned viewpoint from an understood observer [1].
[0] https://eresources.nlb.gov.sg/newspapers/digitised/article/s...
This lines with my core opinion that it is rarely at peace except when under dominance of one flag (e.g. Achaemenid and Cyrus the Great) before Alexander the great defeated Darius III.
Yes, many different sects of Islam are in the region.
Comments here should be read as opinions, not as facts. I see it every time there is a subject I know deeply about, 90%+ of the comments are either factually incorrect or just bad opinions.
> The quick cuts and dazzling montages, as well as the dramatic shots of Harris absorbed by a document he’s unearthed, highlighting it suspensefully in tight close-ups, all lend credence to the often-excellent work he does. But it also makes it easy to mask his mistakes. And for someone who takes journalism to heart, his mistakes are big, leading to oversimplification and an occasional lapse in skepticism.
[...]
> In a video that garnered 8.5 million views and which Harris thumbnailed with the words “WE HAVE PROOF,” Harris explores the recent craze over UFO sightings—sorry, UAP sightings, meaning unexplained anomalous phenomena. In passing, he mentions Mick West, who has done excellent work debunking a lot of blurry footage of what is alleged to be high-tech spy drones or aliens.
> But the bulk of the video is spent leering at report after report—a total of 144 are being investigated by the U.S. government right now!—while original music amps up the mystery. The emphasis on evidence over context is key to Harris’ style: flood the space with visuals that keep your attention and elicit questions and only occasionally pull back to explain.
I wouldn't be surprised if the UAE starts scheming to foment within Saudi Arabia next. And unfortunately, the only counter to that would be for Saudi Arabia to become further entrenched in its Salafi culture.
i think next moves of us-israeli-uae axis will be against Turkey and Qatar. we are already seeing this rhetoric in democratic party and in israel.
The increase in production capacity is irrelevant if you don't have a way to export the said production.
My question was specifically about the increase in the pipeline's capacity. Because your statement "As pointed out above Hormuz is being bypassed with ADCOP's capacity being ramped up." does not make sense otherwise.
Chatgpt tell me this this: Short term: increase ADCOP from ~1.5 → ~1.8–2.0 mb/d (confirmed and achievable) Medium term: expand storage and export infrastructure at Fujairah Long term: build additional pipelines/corridors alongside ADCOP
Short term is too small. Medium term does not help with the throughput, just better buffering. And the long term is, well, long term (= many, many years).
Why could something that might happen many years in the future force the Iran to open Hormuz now?
The thing is, 5-10 years from now the importance of oil will be greatly diminished, as this oil shock will result in much greater push for decarbonisation than all climate summits combined (and the technology -- mostly solar and long distance DC lines - is essentially ready, at a reasonable cost). The gulf states see this, so I am not 100% sure all those pushes for extra pipelines will come to fruition, once the Iran war cools down.
You simply are not understanding my comments nor reading the provided informative links.
There are three things to consider viz. 1) Production Capacity i.e. new wells/sources 2) Pipeline Capacity i.e. pipeline bandwidth and no. of pipelines 3) Storage Capacity i.e both at terminal/port and distributed worldwide.
The Iran/Strait of Hormuz problem was foreseen long ago and the UAE specifically has been working on all three of the above. ADCOP construction was started March 2008, completed March 2011 and operational in June 2012. That gives you an idea of how fast things moved.
The last link about infra above lists some possible ways to increase pipeline capacity which in the case of UAE is actually Short/Medium term (easily within 5 years) viz;
... as well as enhancements or parallel lines to the UAE’s ADCOP pipeline to Fujairah,” said Kpler oil analyst Grabenwöger ... In terms of timing, the UAE probably has the most flexibility to move relatively quickly on incremental projects ...
There is also talk of extending ADCOP to the nearby Omani port of Duqm.
Conlusion:
“Five years from now, the Persian Gulf will have far better bypass options than it does today. No matter what the US and Iran agree over the future of Hormuz, the strait’s status will change. But the waterway will never be as critical to the global economy as it was when the fighting started six weeks ago,” Blas wrote.
> The thing is, 5-10 years from now the importance of oil will be greatly diminished
This line tells me you have no idea of the Petroleum industry and its importance to the modern world. Our dependence on Oil will not go away in the next 50 years nor even 100 years. As an example, look up "Naptha shortage" to understand how vital the byproducts of crude oil refining/distillation are to our modern industries. There are over 6000 petrochemicals ! (https://en.wikipedia.org/wiki/Petrochemical) Renewables only help with alternative energy sources, and given the way we have built our modern industries around petroleum they cannot meet all our needs. They can bring down our reliance on Oil but it is very longterm.
Yes, petrochemicals have many, many applications. But those are not in millions barrels per day, that volume is driven primarily by transportation, that can (and is, currently) being replaced by electric.
> the Iranian diaspora is conspicuously absent from anti-Israel protests in the US
Iranians who migrated to the west are largely supporters of the Shah, who was overthrown by the revolutionaries, and thus they despise the revolutionary government. Israel hates the Iranian revolutionaries too and so the Iranian diaspora found themselves in favour of Israel because of this shared sentiment of hate against the current Iranian government. However, anti-Israeli sentiments in Iranian diaspora has increased now because of Netanyahu's foolish genocide in Gaza, and the supporters of Shah (and Israel) have now increasingly have resort to intimidation to suppress many of them from speaking out for Palestinains and against Israel. As this MEE article outlines - How pro-Israel Iranian Americans are silencing Palestine supporters - https://www.middleeasteye.net/news/war-gaza-how-pro-israel-i... :
> Several Iranian-American activists who spoke to Middle East Eye on condition of anonymity have said they fear speaking out in support of Palestine, saying that anyone who does so publicly has been faced with doxxing campaigns and even threats to their lives. "It's one of those things where it's caused a huge divide in the community," said one Iranian activist ... They say the reason that it appears that most Iranians in the diaspora are pro-Israel is because most of the ones who do support Palestine are afraid to speak up. "The vocal presence of Iranian Zionists online and at rallies might create a misleading perception. In reality, many Iranians are afraid to speak out and do not align with this viewpoint," said one Iranian activist who spoke to MEE on condition of anonymity. "The loudness on social media doesn't accurately represent the broader sentiment."
> But let's be clear: Jews in Iran live in a state of submission and fear ... jews are eternally suspected of duplicity and disloyalty, and must continuously prove that they are not secretly "zionists".
This is a common propaganda for fear mongering amongst the minorities. Interestingly, Pakistanis say the same thing about Muslims living in India. And yes, while there are isolated incidents of minority violence against Muslims in India too (just as there are against the Jews in Iran), it is not a common occurrence in society driven by hate against these minorities.
A few facts about MEE:
1. During the 2017 diplomatic crisis with Qatar over their support of terrorism, Saudi Arabia and the UAE issued a list of demands to Qatar. One of these demands was to shutdown their propaganda outlets - including MEE. Other demands included the severing of ties with Hamas and Hezbollah, and the handing over of internationally wanted terrorists harbored by Qatar. Another demand was to cut off collaboration with Iran's REvolutionary Guards... [1]
2. MEE is entirely controlled by a single individual, Jamal Awn Jamal Bessasso - formerly director of planning and human resources at Al Jazeera in Qatar [2]. Bessasso was also a director at Samalink TV, a company that broadcasts Al-Quds TV - a Hamas-controlled station. [3][4] He has a history of social media posts praising Hamas and advocating for violence against the enemies of Islam.
3. Several other MEE employees have previously worked at Al-Jazeera. At least one MEE employee has previously worked for a Hamas-funded nonprofit.
4. Over the years, MEE has often gained exclusive access to Hamas leadership, and acted as their de facto PR arm.
5. MEE does not disclose its sources of funding. It is a complete black box.
In short: you are uncritically quoting a known propaganda outlet of Qatar, that was explicitly designated by several countries as part of Qatar's terrorism support network, has several links to Hamas, does not disclose its sources of funding, and is controlled by a known supporter of Hamas.
So, I hope you'll forgive me for not taking any of your derived arguments seriously. I took the time to share this information to make sure that nobody reading this exchange takes them seriously, either. This uncritical amplification of obvious propaganda has got to stop.
[1] https://commonslibrary.parliament.uk/research-briefings/cdp-... [2] https://honestreporting.com/behind-middle-east-eyes-viral-re... [3] https://www.terrorism-info.org.il/en/18388/ [4] https://honestreporting.com/behind-middle-east-eyes-viral-re... [5] https://www.aei.org/foreign-and-defense-policy/middle-east/q...
Some cultures go thousands of years without ever forming civilizations that escape barbarism. Slavs in particular seem especially unable to find their way out of tyranny, for literally thousands of years.
Sometimes you call a spade a spade. Essences exist. Copes against it like “intersectionality” have been thoroughly rejected by the body politic and that’s why you see zoomer and gen alpha talking like they’re all from 4chan - because 4chan was the only place where essentialism was not only accepted but encouraged.
This bodes well for the future, you say?
1) source, 1950: https://european-union.europa.eu/principles-countries-histor...
I feel like Israeli aid, while vastly more salient than it used to be, is still mostly salient as a left-of-center wedge issue, otherwise being about as salient as your average major foreign policy issue - ranking just under the least salient domestic policy issue, which ranks just under the most minor personal quality of any candidate, which ranks under the current state of the economy, which ranks under the current perceived state of the economy. Wow, that's way too many times to use "salient" in one sentence.
And for the record, I'm not arguing about how much people should care, just how much they do.
Could you imagine me making the same argument with other historically 'unwanted' groups, like for example Black people or Jews? If these populations keeep getting kicked out and marginalised through millennia, surely you have to start wondering why.
It’s probably more anti-Semitic to lie and say “jews don’t control Hollywood” rather than try to explain correctly why they do. Yet, most people don’t even want to try to explain historical factors.
ennahada (tunisia), pks (indonesia), jui (pakistan) are all examples of islamist parties that have compromised or reached across the aisle at various points just off the top of my head.
besides, isn't the point of democracy to allow people to be led by those who represent their principles? if they are in power, why should the majority expect their elected leaders to compromise those principles?
Would love to read more on this. Naïvely, I shared OP’s view of Islamist parties’ intransigence. (Note to third parties: Islamist != Islamic majority or even Islamic parties, and certainly separate from Arab parties.)
> isn't the point of democracy to allow people to be led by those who represent their principles?
Yes. But nothing says democracies are fundamentally stable. It absolutely follows that intolerant populations can systematically elect intolerant leaders who then cause instability.
One reason I'm skeptical of Arab democracy is that Arab nationalism is weak. In the Arab world, Islam and hatred of Israel seem like the most powerful forces. Much stronger than nationalism. Would countries governed by those forces be stable? Would their policies be desirable from the perspective of the rest of the world?
There are Arab democracies that may prove that Islamists can be pragmatic. Tunisia like you said, Iraq, and possibly the new Syrian government. We'll see. The world is always changing.
and secular/socialist/monarchic dictatorships have arguably worse effects on their neighbors and citizens - e.g. Saddam, Assad, Nasser, MBZ in UAE, MBS
I think the broader point is that a democracy is unstable when the electorate just votes for their favourite warlord / cleric, who promptly ends / rigs any further elections.
In the Middle East, there appears to be a pattern of electorates voting for / staging a revolution in favour of Islamists, which either leads to a terrible Islamist regime, or leads to an elite coup, which of course destroys the democracy in the process. Worst case scenario all of this happens at once in different places, and you get a terrible civil war.
Democracy is great, but it requires an electorate that actually wants to sustain and retain a democracy. Those appear to be few and far in between.
> They were always in harm's way. The war could have waited, and Iran could have doubled or tripled its missile stockpile and then they really would have been in harm's way.
I keep hearing this line defending US intervention but it doesn't really make sense. Iran was not threatening shipping traffic in the strait regardless of how many missiles they stocked up until they were forced to do so as an asymmetric warfare response to an attack by a superior military.The missing ingredient has never been how many missiles Iran has stockpiled, it was external military action from someone like the US that gave them the window to assert that control.
The US didn't do the world any favors by getting it out of the way sooner or something, that's just absurd apoligism for a poorly planned war of choice that has obviously been a net negative for basically the entire world.
It would be like if the US nuked China and then shrugged after they predictably retaliated saying it just proved the threat from their stockpile that had always existed.
Why would they threaten to do so prior to being ready? Have you ever played a strategy game where you build up your forces for an advantageous offensive or defensive position? Countries do this too. If we were playing a game where my actions would provide some advantage or victory over you in some area or a broad area, why would I announce what my intentions were to you so you could react or anticipate my actions?
Separately, you can just ask: why are they even stockpiling missiles in the first place? Why isn't Singapore stockpiling missiles, or perhaps Portugal, or Panama, or Morocco? Of course, this then introduces the circular reasoning "because of a potential US attack", but of course if Iran wasn't funding Hamas, Hezbollah, Houthis, and more, building up these missile stockpiles, continuing to pursue a nuclear bomb, helping Russia with its invasion of Ukraine, we wouldn't be here. At some point you just have to look at their actions and their actions suggest implementing a plan.
> The missing ingredient has never been how many missiles Iran has stockpiled, it was external military action from someone like the US that gave them the window to assert that control.
They don't have control over the Straight of Hormuz. It's a bit of semantics, but control would mean they can allow or disallow ships to pass based on their own decision making. They can disallow ships, but the US can also disallow ships. If Iran controls the Straight of Hormuz because they can fire missiles at ships, the US also controls the Straight of Hormuz because of that very same capability.
I think the first step of thinking about war objectively is to consider how each side sees it. The US POV is no less circular, from Iran’s perspective - they could list any number of provocations from the US to justify arming themselves, none more obvious than the war itself.
The debate around who started the hostility is ultimately pointless, the question is what to do about. Ideally the answer isn’t “arm for obliteration because the other side started it”
This had squat zero with acute danger of military buildup. This happened because Hegseth thought Iran will fold and found it super unfair they did not.
> Separately, you can just ask: why are they even stockpiling missiles in the first place?
To protect themselves when America starta Another war. It cant go without war for long. As brutal as iran is, there was no imminent threat of expansion
It is israel who just displaced millions of people.
Is the idea here that only USA gets to have missiles?
Iran did not mined strait until USA and Israel bombed it twice during negotiations, threatened civilisation destruction, murdered political leaders and attacked BOTH civilian and military infrastructure.
You dont get to start a war or bomb and then blame the other side for not passivele accepting the situation.
USA caused harm here.
Brookings Institute has a series of papers about Islamist movements around the world: https://www.brookings.edu/articles/rethinking-political-isla...
which includes both analyses from Western academics as well as responses from members of Islamist parties.
> It absolutely follows that intolerant populations can systematically elect intolerant leaders who then cause instability.
Intolerant of what, and what do you mean by "instability"? If the ideology of the political parties and institutions reflects that of the (vast) majority of the population, why would we expect "instability"?
Democracy can descend into demagoguery; I believe that occurs when the "people" feel like the state has been captured by an elite (oligarchy) that doesn't represent their interests (i.e. interests of the majority), "intolerant" or not - e.g. Gracchi brothers, Hugo Chavez, etc etc.
Iran threatens to erase Israel and the United States off the map pretty much daily. So I just don't care that Trump did the same back to them. If they don't like threats like that, perhaps they should stop issuing them yea?
> murdered political leaders and attacked BOTH civilian and military infrastructure
What civilian infrastructure was deliberately attacked? We do know that Iran deliberately attacked civilian and military infrastructure. Did you mix the two up?
> You dont get to start a war or bomb and then blame the other side for not passivele accepting the situation.
Who started the war isn't an easy question to answer. I can easily and obviously argue that Iran started the war when they attacked Israel through their proxy forces. Ultimately though who "started" the war doesn't matter that much. Both sides have had grievances for quite a long time and things are just finally coming to more direct conflict.
Its clear you have only been getting your information from a certain set of sources. a lot of civilian infrastructure has been destroyed in Iran.
One of Israel's goals is to cripple the economy of Iran.
"Israeli leaders, including Defense Minister Israel Katz, have ordered the military to carry out strikes on targets that cause economic blows to the Iranian regime."
"This included a strike on major Iranian gas infrastructure in the country’s south nearly two weeks ago, and strikes on two of Iran’s largest steel factories on Friday. "
https://www.timesofisrael.com/israel-shifts-to-hitting-irans...
"Missiles also struck one of Iran’s biggest state-run pharmaceutical companies, Tofigh Darou, destroying its production and research and development units, state media said on Tuesday, blaming the strike on Israel. It’s a major producer of anti-cancer drugs and anesthetic in Iran"
"A century-old medical research centre (Pasteur Institute) set up to fight infectious diseases like plague and smallpox has been heavily damaged in strikes on Tehran"
https://www.telegraph.co.uk/global-health/terror-and-securit...
In addition, one of my friends who lives in Iran reported that a dialysis center, a refrigerator factory, a public park (that had "police" in the name), a popular chicken restaurant, and an entire apartment building full of people were each separately targeted and destroyed (apartment building was double tapped, killing rescue workers)
the above is just a small selection, universities, factories, bridges, oil infra has all been targeted as well.
would you consider US Steel factories, universities that do research for the military, factories or companies that make components that go into US weapons, apartment buildings where one military leader lives as military or civilian infrastructure?
May I ask what country that is?
It's true that they have not publicly criticized Qatar for harboring Hamas or supporting terrorist groups.
I did not say "five year from now, there will be far better bypass options"; that is the expert being quoted in the last linked article above. If you had read that you would know he was talking about the situation as a whole i.e. involving Saudi Arabia, Iraq, UAE and other gulf countries all of whom are looking at ways to bypass Hormuz once and for all. Of these Saudi Arabia and UAE are the most ahead now and that is why UAE left OPEC to chart its own course since the others are lagging behind. Five years is definitely not long term but very aggressive for all gulf countries to setup infrastructure to bypass Hormuz. UAE is ahead of the game (with ADCOP since 2012) and it can easily setup its parallel lines in the next couple of years.
Again, i recommend you actually do some research on renewables vs. petroleum needs. Most transportation which can use electric is small-scale (eg. cars) but aviation/shipping etc. need Oil for the foreseeable future. What is being done with renewables is to control pollution/greenhouse-effects (essential) and lower dependence on Oil (financial/geopolitical reasons). I have already pointed out the need for Petrochemicals. If you do some research on the share of renewable energy sources in some of the world's biggest economies (specifically China and India) you will see that it is still very small considering their current/future needs. Renewables have a long way to go before they can actually make a dent in the global Oil needs.
We are still talking past each other.
Your main point is long-term plans of UAE to increase its production and to build up its ability to bypass Hormuz.
My main point is that in the short-term (say before 2030), UAE has no way to significantly increase its capability to bypass Hormuz, so to make effective use of the increase of its production, it is still dependent on Hormuz.
To quote from few posts above:
Me: 1) The pipeline to Fujairah has capacity of 1.5m barrels per day, i.e. less than half of UAE's current oil production. They still need Hormuz badly.
You: Not quite. ADCOP was carrying 50% of UAE production (1.5-1.8 million bpd) and is being ramped up significantly.
When pressed about 'being ramped up significantly', you pointed to sources about the production being ramped up significantly and build-up of port and storage facilities at Fujeira, and about plans to build a parallel pipeline in the future. That is not 'pipeline capacity being ramped up significantly', that is 'there are plans to increase the pipeline capacity'.
Perhaps misunderstanding.
Anyway, I do not really understand your pumping-up UAE future. The war has severely disturbed their non-oil income and continued regional instability would not bode well for their future (rich people do not like unsafe places).
Their recall of Pakistan's line of credit, intention to leave OPEC and their super-hostile stance to Iran do not make them friends in the region. And relying on USA/Israel for security/help is only for fools.
We are not talking past each other; You are simply trying to play "gotcha" games which i had to refute. I should also note that you have provided no sources of any kind.
I have already pointed out that UAE's output before the war was in the region of 2.9-3.5 bpd (this is variable OPEC cap) with ADCOP carrying 1.5-1.8 bpd. A little math will tell you that ADCOP was carrying between 43% and 62% of the cap and so i had mentioned a approximate mean of 50%. I have seen reports which mentioned that sometimes it fluctuated between 32% and 66% (now even more higher) based on OPEC caps/Hormuz situation.
I have also pointed out that ADCOP was constructed within 5 years and UAE has been working on Hormuz bypass options for well over a decade. Parallel pipelines would clearly not take as much time and we should easily see it by 2027/2028 since everything is being accelerated.
UAE is being a responsible "world citizen" when it comes to the all essential Oil economy and hence i do not appreciate FUD being spewed when actual facts are easily available.
Your last para are your fanciful opinions and have zero validity. The Iran conflict was simply a matter of "when" which just came to fruition now. As pointed out earlier, OPEC countries themselves were working on Hormuz bypass options for more than a decade. Iran has no friends in the Gulf region and hence UAE is fine; and whether you like it or not US/Israel are the only guarantors of security in the Gulf.
CAFE is a great example of a well-meaning regulation failing because the people who developed and approved it didn’t think through the obvious consequences.
Separately I've heard emissions laws blamed for large sedans losing to small SUVs and trucks due to double standards, but I doubt it would've made a difference, even though I personally prefer large sedans.
You can see this if you go to https://shop.ford.com/showroom/ and select sedan or hatchback in the left filters. No results.
We aren't mindless zombies buying whatever we see on TV. I'm old enough to remember when Japanese small cars practically took over the market in the 70s and 80s due to gas price shocks. It can happen again.
But we are. I don't want to turn this into a political slap fight but it became apparent to me the extent in which people are swayed by advertising when I read an article that talked about how one party in the US was concerned that the other was going to win an important seat becase the other party had done a recent spending surge on ads in last few days before election day and they were concerned that they couldn't match it.
That article right there forever changed my view of the average person on the street. In a highly polarized campaign and political environment with months to years of knowing who the candidates and policies are and they can still be swayed by millions in TV and radio ads? Like it sounds like these people could literally be on their way to vote for a candidate and then switch their mind at the last second because they hear an ad on the radio as they're pulling into the polling station.
That's absurd -- but it's real.
People are completely enthralled by advertisements to the point where they'll buy a stupid truck that they can't fit anywhere, that they need a ladder to climb into, that has terrible sight lines, simply because advertising tells them to.
The problem is those vehicles don’t exist, because the manufacturers only want to build the high margin gas guzzlers.
Look at fuel economy of US made vehicles vs those in Europe. It’s beyond a joke.
Larger vehicles are more comfortable, safe, and practical (for anyone who doesn't need to worry about parking issues). It doesn't take advertising to convince consumers about that, it's just reality.
Ditto with the Sentra and the Versa.
This is my point exactly.
Taxes. Social Security.
The list is gigantic. Your claim could not be more false.
America is already fucked, given how awful its urban sprawl is. Trucks used for commuting and not haulage just makes it double fucked.
It was not an oversight. It was corruption.
I am familiar with the EU situation. The carbon tax you would have needed to achieve the effect of fleet emission standards would have been political suicide.
And that is not just psychological. People who buy used cars and drive their cars until they fall apart are well correlated with people who can't afford high carbon tax. Buyers of new cars are the people who can. Carbon Tax would mean massive redistribution of the money raised. Yet another political mine field.
There's a trend toward advantaging entrenched interests to the detriment of the overall economy and interests of the population.
A 2025 study showing that it did.
Egypt said 'HELL NO', first, because they don't want to deal with Palestinians (both political and economic nightmare), and second because it would have been viewed as ceding to Israelis and helping them cleanse Gaza, which would be highly unpopular among their population.
Yeah, that's not "wide open". Israel would absolutely be happy with a one-way exit gate.
Bottom line, Egyptians are not interested in supporting millions of refugees inside their border. So the border stays closed to mass immigration.
Also true: If Egypt opened the border and Israel objected, Israel would take swift military action.
https://www.thoughtco.com/black-september-jordanian-plo-civi...
https://www.historiascripta.org/post-ww2/the-palestinians-of...
Allowing light trucks to turn the SUVs and replace sedans is not an "unintended consequence"--it's either stupidity or graft (not xor).
There are several laws that are "wtf -- is this the best we can do?"
Tall grilles are a purely aesthetic choice. We could create safety standards for pedestrian impacts and end this inane trend. And still drive trucks!
I would consider it military infrastructure, but if you don't then you can't really complain about the US attacking, say, a petrochemical facility while Iran is/was simultaneously attacking infrastructure in the Gulf and attacking actual civilian targets like apartment buildings.
So you have to be consistent. It's either military or not. Iran is doing the same thing the US is doing or neither are doing it. Either way there's no room for moral superiority or outrage when both countries are somewhat acting the same, of course with Iran attacking and killing more civilians and whatnot.
that pattern is hardly unique to middle east/islamists though. look at central/south america. guatemala, chile, brazil etc all had democracies overthrown by "elite" coups.
like almost every instance in the middle east, there is actually a common denominator between these coups... resistance to the US-led order magically seems to invite instability.
> resistance to the US-led order magically seems to invite instability
Or perhaps 'resistance' is an awfully popular rallying cry for demagogues who bring instability, and the US is just the hegemon du jour. "It's the US' fault your crops are wilting! And international capital! And immigrants! And, oh, I don't know, the gays, why not. Rise up for El Generalissimo! Enlist your sons in the blood struggle, that will definitely improve things!" /s
Much sexier to be a revolutionary fighting shadowy foreign forces than to actually fix any of your own problems. No, no, tomorrow's problems will be America's fault too.
you said
> Arab democracies are unstable because they will elect Islamists.
whereas my claim is that governments (democracies or not) that run afoul of their local hegemon tend to have a short shelf life. this is not unique to US hegemony.
see: Brezhnev doctrine (USSR), or the canonical example of Athens and Melos from Peloponnesian war
> Rise up for El Generalissimo! Enlist your sons in the blood struggle, that will definitely improve things!" /s Much sexier to be a revolutionary fighting shadowy foreign forces than to actually fix any of your own problems. No, no, tomorrow's problems will be America's fault too.
I'm sorry, you seem triggered by this discussion, it doesn't seem productive to continue on my end.
Mandating efficiency for new cars doesn't obviously hit you int the wallet every time you fill the tank.
I mean, this is obvious. Energy price increases caused by the Russian war contributed to dozens of governments to get voted out. Yet no one has even run an attack and based on a government supporting efficiency standards. Of all environmental policies, mandating efficiency standards must be the hardest to attack by your opponents.
The fact the fleet targets were implemented in Europe by the European Parliament against the wishes of member state governments, including the German one, tells you everything about the politics of this.
I just bought a (small, hybrid) truck because I need to do some truck stuff. I 100% would have bought an electric if the market produced one with comparable capability and competitive price, but we're not there yet, and I don't have Rivian money (yet! lol maybe someday).
My point being: there is still a huge demand for trucks from both a capability and culture standpoint, and very little supply of a cost-comparable product that doesn't take gas or diesel. Rivian is around double what most people want to pay, and the F150 Lightning was marketed poorly and had bad towing/hauling range compared to gas/diesel equivalents.
I'm not here to defend "truck culture" but I do believe that if you offer people a better product, they will figure it out and buy it. An electric truck with 400+ miles of towing range, an onboard 2kW+ inverter, 500 ft-lbs of torque, and fast charging for the same price as a comparable gas F150 will sell. Unfortunately the battery energy density and EV supply chain economies of scale aren't there yet in North America.
U u u(I would support a Constitutional amendment to restrict campaign contributions and effectively overturn the Citizens United v. FEC decision.)
It sounds to me like you're confusing the magnitude of advertising spending with effectiveness of advertising techniques.
Some people have found more effective ways to advertise to people, we know all this, it isn't uncharted conversation territory. We all know about micro-targetting based on personalized data, dominating certain niche mediums like AM radio to target people when they're driving and coordinated pushes with people in industry.
The point is that advertising works. It works disconcertingly well.
This is why people buy stupidly impractical automobiles that they don't need.
They seem like mutually exclusive claims, to me. Am I missing something?
Advertised products will sell more, but only to a certain point. Like someone who wants an SUV and knows nothing else might buy the one from Chevy instead of Mitsubishi because of advertising.
So let's say Iran stops building up massive amounts of missiles, funding these terrorist groups, stops pursuing a nuclear weapon, stops mass killing of its own civilians, and stops helping Russia prosecute its war against Ukraine (we can even leave this optional just to not introduce additional complexities).
What will the United States now have to do on its side as it pertains to Iran?
> To protect themselves when America starta Another war.
Yet, only Iran has to protect themselves. Why is that? Well it's because they're doing bad things, and they know that we may do something about it. Why isn't Peru stockpiling missiles, or Thailand, or Iceland? It's because Iran's government was seized by an authoritarian regime that hates America and decided we would be the enemy forever and has continued to attack, and take other violent or non-violent actions that destabilize the region and global trade. If they just stopped doing this stuff, there wouldn't be a reason to "attack".
> It is israel who just displaced millions of people.
I don't think so. But Iran is responsible for Syria and those millions of people too. Like Maduro is responsible for the 8 million + refugees from Venezuela.
Your point of view of the world does not match reality. Stop making excuses and defending brutal authoritarian dictatorships.
> Is the idea here that only USA gets to have missiles?
Well you believe in nuclear non-proliferation, right?
this style of argument really falls flat in 2026 tho. at least for a global audience. it seems you don't appreciate how much america's image as a champion in good faith of freedom, democracy and prosperity has been shattered. not least because the old neoliberal guard has been busy undermining it (see carney's speech at WEF, where he started by pointing out that not only was the rules based order a lie, but that it is no longer acceptable to pretend otherwise). but now also because US aggression is perceived as directly responsible for the global energy crisis, which is affecting everyone else. america simply doesn't have a high horse to get on anymore
Part of the problem here is that folks have become so angry about Donald Trump that they've forgotten the broader picture. Taking out Maduro, taking action to stop Iran's regime, and more are unambiguously good things from the prospect of "freedom and democracy". There's a lot of conflict and anger and whatnot regarding trade and Trump's general idiocy, but if all of the world order, all of the good faith, all of that stuff is shattered so quickly? It wasn't very strong or valuable to begin with and so I don't mourn its loss.
If we no longer have a high horse, that gives us much more flexibility to act in our own self-interest since we no longer have to focus on taking losses to placate an image.
> “My sympathies are all with the Jews… They have been the untouchables of Christianity. The parallel between their treatment by Christians and the treatment of untouchables by Hindus is very close. Religious sanction has been invoked in both cases for the justification of the inhuman treatment meted out to them,” Gandhi wrote in the Harijan article ... “It is wrong and inhumane to impose the Jews on the Arabs…,” he wrote. “It would be a crime against humanity to reduce the proud Arabs so that Palestine can be restored to the Jews partly or wholly as their national home,” Gandhi said ... “A religious act [the act of Jews returning to Palestine] cannot be performed with the aid of the bayonet or the bomb,” he wrote ... “The Jews have a good cause. I told (British Zionist MP) Sidney Silverman that the Jews have a good case in Palestine. If the Arabs have a claim to Palestine, the Jews have a prior claim.” ... “But for their [the Jews’] heartless persecution, probably no question of return to Palestine would ever have arisen,” he wrote in “Jews And Palestine”. “They have erred grievously in seeking to impose themselves on Palestine with the aid of America and Britain and now with the aid of naked terrorism,” he wrote.
(Note that India's current one-sided bonhomie with Israel is an exception and based more on the rapport of shared political values between Modi, Netanayhu and their respective political parties - Sanghis, i.e. Hindu religious fundamentalists, in India, and religious fundamentalists Zionists in Israel share a common political ideology - https://youtu.be/mZhugTmSrMo?t=1696 ).
This is false. India does not have a list of named terrorist organizations, in the way that the US does for example. But there is zero indication anywhere that India specifically considers Hamas not to be a terrorist organization - you are making that up by projecting your own personal views.
You only speak for yourself, not for the Indian government or any other Indians. Your personal view is that Hamas is not a terrorist organization, and that they (and PLO before them) are justified in their use of violence. I strongly disagree with that view, and so do most people. Your view is a fringe view - and it better explains why you don't mind quoting propaganda outlets that openly align with Hamas - you yourself are aligned with Hamas.
The bottom line is that I believe Hamas is a terrorist organization, and you don't. So there's no valuable discussion to be had with you on this topic.
Here you go - Former Hamas chief addresses pro-Palestine rally in Kerala - https://www.theweek.in/news/india/2023/10/28/hamas-leader-ad... (and it's not the first time a Palestinian leader was invited to speak in India). No action has been taken, despite the noise Modi's political party made because legally no law was broken as neither the Hamas speaker nor Hamas is banned in India ... And here's another example, of an opposition leader, showing solidarity with Palestine and even public rebuking the Netanyahu government for the Gaza genocide - Priyanka Gandhi expresses solidarity by carrying bag emblazoned with 'Palestine' to Parliament - https://www.thehindu.com/news/national/priyanka-gandhi-expre... ...
As an Indian, I support both Israel and Palestine, but not their right-wing extremism often laced with religious fundamentalism. Unfortunately, the Netanyahu regime is the worst of Israel-right and I do feel sorry that he is dragging all of Israel down with him.
You are however probably right that we don't see eye to eye here on Israel-Palestine politics.
I'm pretty sure it's not, because physics. A tank is safer than a bike for the poilot, when there is a collision. This data is a little muddled, but follows common sense.
Large SUVs and Pickups: These vehicles have the lowest occupant fatality rates, averaging 14 deaths per million registered vehicles for SUVs compared to 48 per million for sedans. Large luxury SUVs often register statistically zero deaths in specific three-year studies.
https://www.iihs.org/ratings/driver-death-rates-by-make-and-...
"whether you like it or not US/Israel are the only guarantors of security in the Gulf"
Israel and the UAE find common cause as the Iran war cracks old Middle East alliances - https://edition.cnn.com/2026/05/01/middleeast/israel-uae-mid...
Israel has actually deployed its Iron Dome defense systems in UAE! This is in addition to the US defense systems already deployed.
Q.E.D.
You see 'providing security', I see stirring instability and protection racket. Your Q.E.D. works only on yourself.
You surely sound like heavily invested in UAE, and trying to convince yourself that all your investment is not going down the drain.
You’ve never driven a BYD because your government blocks them. You’ve also never driven a fuel efficient car because they hardly exist in the US
Btw EVs and plug-in hybrids are fairly common here too. What we don't have is the entry-level all-petrol cars that do 50mpg because they're like a 1L 3-cylinder turbo, which seem to be common in western Europe at least. But also idk if those are as affordable in those countries as the cheapest cars are affordable in the US. Like the UK's best selling car, Ford Puma, costs more than a US Prius which isn't considered an entry-level car here.
The profit margins on larger trucks are higher precisely because that's what consumers want. No one is forcing them to buy those vehicles.
The Maverick is quite sizable compared to the original Ford Ranger too, which was still bigger than the regular Japanese trucks that were all over the US after oil skyrocketed the first time:
But NONE of the Arab countries want to help Gaza people really.
This is directly contradicted by Israel's actions in the Gaza War. Egyptian control of the crossing was not enough, so they took it. https://www.bloomberg.com/news/articles/2024-05-07/israel-ra...
thats not something israel would be excited about
The Palestinians didn't help their cause with Yasser Arafat's Black September uprising in Jordan. Then they topped that up with strong support for Saddam when he invaded Kuwait. Like the ones in Kuwait were literally betraying Kuwaitis to the Iraqi troops.
Oh, and did I forget Lebanon? They literally fomented the civil war.
Realism has more way explanatory power in geopolitics than idealism. Idealist explanations are typically incoherent (e.g. above thread).
I suppose shall have to make do without 101-level instruction in Chomskyian anti-Imperialism, woven through with whataboutism and international conspiracies.
> whereas my claim is that governments (democracies or not) that run afoul of their local hegemon tend to have a short shelf life. this is not unique to US hegemony.
Wow, big if true. Someone let Iran know.
How many trillions of dollars and gallons of blood did the US expend to make Afghanistan non-Taliban, or Vietnam non-Communist? And who rules Afghanistan and Vietnam today? You mention the Brezhnev doctrine, and yet literally not one of these countries is Russian-aligned today. The Russian invasion of Afghanistan failed just as hard as the British and American ones, all at the height of those respective countries' powers. Not very powerful, these alleged hegemons.
My overall point is that the Middle East (and Latin America, etc) has many local issues (e.g. corruption, misgovernance, sectarianism, organised crime), and an unhelpful habit of blaming some ill-defined global hegemony for misfortunes that are readily explicable as the consequences of these local phenomena. The US is no innocent lamb, but it does no service to the people of any of these regions to pretend that another hundred years of anti-Imperialist rhetoric will somehow bring benefits that the previous hundred years did not.
In these countries, this brand of tired anti-Imperialism is a figleaf for authoritarians. In the West, it is masturbatory politics for a certain type of narcissistic Westerner with a saviour complex, who fundamentally believes only Westerners have agency in the world, and everyone else are just motes of dust floating in the West's shadow. It's this confluence that results in absolute travesties like Chomsky supporting the Khmer Rouge, a far greater evil than all the worst allegations against America stacked together.
If you want to help the Middle East, get involved in civil society building efforts that help bridge the gap between sectarian communities; support charitable and poverty relief efforts that are not affiliated to the Muslim Brotherhood; get involved in civil rights advocacy on behalf of the oppressed in the Middle East (women, LGBT communities, religious and ethnic minorities, the list goes on); partake in initiatives aimed at tackling corruption, organised crime, etc. Or at the very least encourage and support the people who do these things, rather than regurgitating half-remembered anti-Imperialist tropes from your polsci 101 class, as though that were a contribution of any value whatsoever.
The one thing that will absolutely not help them, at all, is more meandering, false narratives about how they have no agency in the face of shadowy global hegemons, and how should just lie down and wait impassively for some sort of new, more just world to be given to them by their Western betters.
Chomsky never backed the Khmer rouge, he questioned some of the claims and western focus on the Khmer rouge, which was ignoring US culpability. He also never denied that the Khmer rouge were committing atrocities.
Was he wrong? Yes, at least in specific instances. But he was never outright supportive of the Khmer rouge. This is very old propaganda.
Chomsky was about as pro-Khmer Rouge as Tucker Carlson is pro-Russia; he's not out there waving flags and singing patriotic songs for them, but he's sure as hell doing a lot of very useful work "just asking questions" about biolabs in Ukraine / the extent to which the US may have "provoked" the Khmer Rouge to do what it did. If someone wrote equivalent things about the atrocities in Nazi Germany, we would not be mincing words about that person's sympathies. Chomsky ought to be treated with the same intellectual honesty.
Chomsky was a useful idiot for murderous tyrants. And a truly wonderful linguist. Ah, the duality of man.
Israel/USA did not attack Iran out-of-the-blue for no reason. It was because of Iran's troublesome actions over past many decades that its neighbours decided to align with US/Israel for protection.
Your use of fanciful terms like "protection racket" exposes your cluelessness of the subject i.e. the centrality of Oil to the world economy and stability.
Finally, your last line is a silly one with no bearing to reality or this discussion. As i said, i do not like FUD/ignorance being spread on important topics.
The fact is that USA has attacked Iraq, Iran, Afghanistan, bombed Yemen and Syria. Add to that Israel's actions and the picture is rather clear.
The 'justification' for a war against Iran is absurd - it would have had a bit of standing, if it had a chance to lead to stability in the region. However, it was absolutely clear to anybody who has at least a bit of understanding in regional and military matters that it will lead to major regional destruction and destabilization. And it did. And is still going on, with no end in sight. The end result is exactly opposite to the stated aims, and it has been rather obvious from the beginning. Yet, you stall parrot this absurd narrative.
If I tell you that it is in your best interest to pay me for stuff that is going to protect you, and that I am going to settle in a room of your house to protect you from your neighbour. And then from that room I shoot at your neighbour, which provokes him to burn your house, which I have no way of stopping. Did I provide you security? Or you just paid a protection racket and got a burning house anyway?
The last line was there, because I cannot imagine any other reason why would you repeatedly parrot obviously false narrative.
If you want a discussion on this topic open a new thread (instead of hiding here) have everybody engage and see what you get. You will be laughed out of the thread.
With every comment of yours, your cluelessness about Oil Economy, Global Geopolitics, Military Matters, Islamic Fundamentalism etc. all relating to the Middle East (ME) countries becomes more and more apparent.
What has happened to the ME countries after WWII is a result of their own misguided fixation on the destruction of Israel. Instead of coexisting like North Korea/South Korea, China/Taiwan, India/Pakistan etc. the fundamentalists in the ME countries ruined themselves and the Palestinian cause. Israel had offered a two-state solution for the Palestine problem many times, but every time the ME countries scuttled it thus making the ME wars inevitable.
The US (the sole superpower) being Israel's ally and security guarantor meant that it will safeguard Israel by taking out its stated enemies which is what happened. Any collateral damage to world/oil economy etc. were managed and stabilized. The rest of the world does not care about the fate of the ME countries as long as their Oil needs are met. This is "Realpolitik" at play and is how geopolitics works.
Hence now enlightened countries like UAE/Qatar/Oman/etc. have moved away from past policies and are charting their own independent courses. This is also why Saudi Arabia is fast-tracking its reforms to modernity.
I can provide you with links to a dozen books/papers elaborating the above but i fear it will all be wasted given your breathtaking ignorance and unwillingness to learn. You seem to live in a fantasy world of your own making with no relevance to reality and how the world actually works.
I do wonder if you all can hear yourself: a lot of subtle implications of genetic defects in Palestinians' character and selective understanding of geopolitics in the region, or just basic societal dynamics.
I invited another commenter to transpose their reasoning to groups it's less popular to openly discriminate, I'd suggest you do the same.
The fact remains; no Middle Eastern nation wants Palestinian refugees, not for their genes, but for their politics.
Most states (talking about decision-makers, not populations) don't want to take in large groups of refugees, not because of their genes or politics, but because it has a cost and risks (in terms of integration, gov perception, fuelling far right parties, etc.). Nothing to do with Middle-Eastern/Palestinian.
Even though there are examples of massive refugee intakes by states, everywhere, including in the Middle-East, including of Palestinians, including voluntary.
But you should still not spread misinformation. Also, America _has_ been accused of worse things than the Cambodian genocide (as far as genocides can be compared, but I'm following your lead on comparing atrocities here): take the genocide of the indigenous American population for one.
But you're extrapolating quite a bit here. Could you please 1) provide the reference for this "provoke"-bit, so that we can evaluate it ourselves, and 2) explain exactly what the damning evidence is.
Show me the smoking gun, please.
Thus far we have your claim v. mine. Not sure why an absence of evidence would somehow make you right and me wrong, nor am I sure why I bear any burden of proof when you're the one who's shown up out of nowhere to bandy around accusations of bad faith and demand to be disproven.
For what it's worth, I don't consider your factually-deficient posts to be "misinformation"; I just think you're making a good faith error out of an unfamiliarity with the sum of Chomsky's work. You could read more of him if you think that would be of merit, though I don't consider a lot of the time I spent reading his political works time well spent, so make of that what you will. :)
Read his linguistics works instead! This would be a much better world if all the people who read Chomsky's politics had read his linguistics instead.
"The necessity of proof always lies with the person who lays charges"
If by "factually deficient" you mean false, then that is the definition of misinformation. Which is of course separate from disinformation, which is when you do that purposefully.
I'm saying shop owners think that gays steal.
Just somehow can't fathom how (with all your superior understanding) you can utter this nonsense: Any collateral damage to world/oil economy etc. were managed and stabilized.
If you had not noticed, the oil and gas (and fertilizer, and aluminium, and helium) are still barely dripping, not flowing. And the end does not really appear in sight. The damage is definitively not managed and stabilized.
My original point was that UAE raising their production capacity is irrelevant as long as Hormuz is not open, as the bypass pipeline is of limited capacity. The only relevant thing you were able to say (but not substantiate) is that surely UEA will be able to build a parallel pipeline in 2 years. Time will tell.
The "were" in Any collateral damage to world/oil economy etc. were managed and stabilized. refers to past ME conflicts and how eventually they were all managed and stabilized. If you cannot comprehend basic English nothing can be done.
As regards the current conflict, it is still ongoing and so the situation is in flux. But what can be said is that the effects so far have been muted than what was anticipated. Here is a detailed analysis; but the nuances need some thought which might be beyond you - The Weirdest Aspect of the Iran War That Has Oil Experts Scratching Their Heads - https://medium.com/newsarticulated/the-weirdest-aspect-of-th...
Your original point (if there was any) had been shown to be clueless with simple math (ADCOP capacity as a percentage of OPEC cap) and geography (bypassing Hormuz). The previously linked articles detailed massive investments by gulf countries to build infrastructure to bypass Hormuz starting decades ago with the current situation accelerating it all.
It is only your obtuseness/ego which is refusing to accept plain facts. Reminds me of a quote by Poe - "Stupidity is a talent for misconception."
Massive investments by gulf countries to build infrastructure to bypass Hormuz starting decades ago ... and still nothing much to show up for that. The math is simple: despite those massive long term investments, the total capacity to bypass Hormuz is still a small fraction of what usually went through there. You provided only hand-wawing when pressed that it will take many years to raise that bypass capacity.
To say nothing about extreme vulnerability of those pipelines and their pumping stations ... the only solution is peace in the region, and not 'peace through strength' - we are witnessing now where that leads to.
It is incredible how well your last statement fits you.
Considering the nuanced nature of the claim - a conclusion as to his sympathies borne of deep familiarly with his work - there's no reason for me to think you wouldn't find additional reasons to quibble over any specific citations and passages. I have no evidence that you're a good faith interlocutor, so I really see no reason to expend that effort. If you're actually interested, I do encourage you to read the original works. (If it wakes you up to Chomsky's sympathies and immunises you against some of his bad politics, perhaps not a total waste of time.)
Therefore, without further clarification, I must assume that when you say "Chomsky backed the Khmer rouge", this is what you meant.
The burden of proof is on you. And if you are (as you say) so familiar with Chomsky's work, and if his sympathies with the Khmer rouge are "pretty clear", you should have no issue actually producing the "pretty clear" statements to this effect.
If anyone is asking someone else to do their homework for them, it's you. You made the claim, not me.
"Therefore, without further clarification, I must assume" (what a mouthful!) that you are an argumentative teen with a "debate me bro" mindset.
One of the key problems of online exchange is that it is impossible to synthetise expertise without someone much less knowledgeable driving by, and demanding ELI5 level proof. They believe that they must be capable of reaching the same conclusion as someone who has spent years on the topic, and they must get it now, and they firmly believe that the onus is on the expert to give it to them (for some reason). The implication being that years of familiarity are irrelevant unless you replace your nuanced point with "pan in the face"-level direct evidence, such as would satisfy the "debate me bro" teenager who is demanding it. All expertise is invalid except that which an inexperienced Redditor can see with his own eyes (an obvious parallel exists here to conspiracists who "do their own research").
Consider that it would be relatively trivial for me to just type "Chomsky khmer rouge" into Google and throw some random refs at you, and that there may be some reason I haven't done so.
It is both (a) pointless - in that I truly do not care one jot if I have provided a satisfying level of evidence to you (and what about the next Redditor that comes along? and the next one? are we to be stuck at this level of discourse forever?), and (b) fairly deleterious to discussion that happens at a level more sophisticated than first principles.
Consider the implications for the progress of society of being forever stuck in ELI5 performative debate for the benefit of random lay people. The FOX News-ification of all of academia. The reduction of all human knowledge to that which is digestible to the average Redditor.
I note also your reference to right-wing propaganda, etc. From an academic perspective, this is just such an irrelevance. I am not a Marxist, for example, but I find Marxism to offer an occasionally useful lens on economic power relations. If you're still indulging in partisan "he says she says", then I respectfully do not think we're operating at the same level on this topic. That's not to diminish your intellect or knowledge in other fields. I'm sure there are many other skills you have that I do not.
You are entirely free to walk away completely confident you're right and I'm wrong, and this is something that will never matter to me in any way for the rest of my life (I will forget that this exchange ever happened within days). I suppose I engage only in the (probably vain) hope that I might plant a seed in you or someone reading this. I'd consider you going back to read Chomsky a win here, even if I disagree with a lot of his conclusions, because at least there's more to him than this "debate me bro" hellscape.
I won't reply again - this is not a good use of my time. Up to you whether you choose to interpret that as a win (epic Redditor destroys boring academic with facts and logic!) or an opportunity for contemplation.
I had provided many sources to show how things are and how they are developing. The sources to do with infrastructure even shows which all countries (there are two) had been bypassing Hormuz for a while now with their alternative pipelines. It also showed the level of investments going on to accelerate their developments. And yet you are engaging in childish "nah, nah, nah" behaviour.
I can only shake my head bemusedly being reminded of the truism of Einstein's quote - "Two things are infinite: the universe and human stupidity; and I'm not sure about the universe".
To quote (from your provided https://www.dw.com/en/iran-war-strait-of-hormuz-oil-supply-r...)
"Gulf states race to bypass Hormuz
Gulf leaders, meanwhile, are moving ahead with plans that will allow more of their crude oil to bypass the strait entirely and help to secure exports in the long term.
Earlier this month, the Financial Times reported that Saudi Arabia, the UAE and others were actively considering new oil pipelines to run parallel with existing structures, along with expanded export terminals on alternative coastlines."
the important part: 'actively considering', not even starting to build, just considering
"Saudi Arabia, UAE need to 'double' pipeline capacity"
I am well aware of the two existing pipelines, how long it took to actually build them, and how limited their capacity is compared to the actual need if Hormuz is closed. Yet, you still can't comprehend that wishful thinking about the future does not change the current dire situation.
That's why we talk past each other: You are talking about optimal future you pretend will inevitably happen very, very soon. I am talking about the reality here and now.
That link and the other sources i had provided contain more data which you are intentionally obfuscating.
There are already a few existing bypass pipelines and older ones are being recommissioned in addition to planned new ones. For your edification, here is a short reuters note on existing and proposed (does not list all) pipelines bypassing Hormuz - https://www.reuters.com/business/energy/alternative-routes-m...
Finally, note that capacities of existing pipelines can also be increased by using techniques like "Drag Reducing Agents" (DRA) amongst others.
I'm asking for one (1) source where he is "pretty clear" about his Khmer rouge sympathies. You are writing up a storm to make that seem like an unreasonable thing.
And you would start this exercise by googling "chomsky khmer rouge"? Implying you have no mental model about what Chomsky said and when. Strange, considering your posturing about your political science degree and familiarity with Chomsky's work.
I must assume you have a PhD (or that you're working towards one), because you call yourself an academic. Any decent researcher would be able to identify sources for something they claim to be an expert on. At least, that is my experience, having worked in academia for a while. But you can't tell me what Chomsky said or where, even in broad terms?
All the 'possible alternative routes' remain in 'conceptual' stage. The east/west and Fujeirah pipelines are operational, and, as discussed before, insufficient. That was my whole point (especially w.r.t. to UAE).
The KIRKUK-CEYHAN pipeline is middling (170k barrels/day, up to 250k) and does not help UAE at all.
The Goreh-Jask pipeline is in IRAN! (an not really operational), does not help UAE at all.
Don't you read with comprehension? Don't you see that this is another irrelevant reference that does not address my point at all?
> That was my whole point (especially w.r.t. to UAE).
BS. Your point was nothing but just arguing for the sake of it. No sources, no idea of absolute vs. relative output, no idea of what exists today, no idea of technologies which can increase output within the existing pipeline (do you even know what DRA is?), no idea of the scale of investment for infrastructure building (since last 10 years!) etc. etc.
Repeating points from my sources does not mean you understand them. Your obtuseness and lack of comprehension is on full display here since in the last comment i actually gave the source for all possible Hormuz bypasses by gulf countries so far. The exact phrase i used was; here is a short reuters note on existing and proposed (does not list all) pipelines bypassing Hormuz. This was pointing to the entire region. Note that the previous sources had also shown these in their maps. You can't even understand when i am talking about the gulf region as a whole vs when i am talking about UAE specific. This is the very definition of obtuseness.
Even Proverbs 17:28 is not applicable to you!