44 pointsby everybodyknows4 hours ago5 comments
  • standevena minute ago
    China’s move toward solar and wind seems more prescient than ever.
  • LAC-Tech22 minutes ago
    My predictions for the end of this war:

    - The USA eventually declares some arbitrary "victory" condition.

    - Iran will be left even poorer, and much less able to defend itself conventionally, but will remain under the same regime. Very likely they give up cooperating with atomic energy inspectors and do what North Korea did to a acquire weapons.

    - Israel's ability to dictate US foreign and military policy will be degraded long term. What many commentators do not see is how anti-Israel younger consevatives trend in the US now. It will be decades or before a serious anti-Israel republican candidate will be fielded, but it is inevitable, and even your typical greatest-ally-wall-kissers will have to moderate themselves.

    Will be very interesting to see what the mid terms bring. Some on the American right are already talking about voting democrat to protest - MAGA was specifically sold to them as an antidote to necon middle eatern entanglements.

  • dzinkan hour ago
    Putin’s war ambitions profit most from the scare around Hormuz. His sanctions get removed to provide alternative supply, he can charge exorbitant prices, and he gets leverage. Since he is also providing targeting information for Iran to shoot at, it feels like this is an avatar joystick war for him to distract from his Ukraine disaster.
    • Qwertious8 minutes ago
      Putin mainly benefits from the increased price of oil - black-market oil prices are a discount relative to standard-market oil, so he'll have a much healthier budget, even if his sanctions stay "airtight".

      China benefits here - they import Russian crude oil over land, so their costs won't increase as much as the international market (unless Russia uses the leverage to absorb all the benefit, which I doubt), but more crucially: the alternative to oil fuel is renewables, and China dominates renewables so a spike in demand for solar/batteries will be a godsend for them.

      • vkou5 minutes ago
        > China benefits here - they import Russian crude oil over land,

        No, they don't. 54% of their oil comes from the middle east. Only 20% comes from Russia.

        China does have a healthy oil reserve at the moment, so this may be marginally less bad for them. And yes, their electricity comes from renewables, but like in any other country, all of their logistics run on diesel.

        By starting this war, the United States, unsatisfied with flipping the table on bilateral trade with other countries just flipped the table on international trade.

    • 22 minutes ago
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  • Animatsan hour ago
    It's not a big threat to the US. The US is a net oil exporter, has the Strategic Petroleum Reserve, and, if absolutely necessary, Trump could make up with Canada so those oil imports restart.

    Taiwan, Japan, and Korea, though - totally dependent on imports for oil.

    Something that most pundits have missed: unlike all other US wars since Korea, the US can't end this war by pulling out. Iran, unlike all US combat opponents from Vietnam to Venezuela, has the demonstrated ability to strike well beyond its borders. This war isn't over until both sides say it's over.

    • tzs9 minutes ago
      The US is a net exporter of petroleum (crude oil plus refined products) but from what Google tells me it is still a net importer of crude oil. It also tells me 75% of what goes through Hormuz is crude.

      Also, domestic crude of mostly light, sweet crude whereas many US refineries are designed to deal with heavy, sour crude. Google is telling me 80% of the crude that goes through Hormuz is heavy, sour crude.

      Does any of this raise the impact disruptions of Hormuz would have on the US?

    • mikrl9 minutes ago
      > unlike all other US wars since Korea, the US can't end this war by pulling out

      From what I read in Kissinger’s Diplomacy, Vietnam was also a war they couldn’t just pull out of if they wanted to.

      The public wanted deescalation, but the Americans under Nixon had to escalate the war to get enough of an advantage to pull out without it being a bloodbath.

      Hence part of Nixon’s infamy: he defied public opinion and escalated an unpopular war, precisely to end it more cleanly.

    • whatever121 minutes ago
      Iran has nobody in charge to lead any sort of negotiations or to order stand down. Now it really is guerrilla war. The type that never ends.
      • throwaw129 minutes ago
        Iran should negotiate with whom?

        If someone backstabbed me twice while we were in negotiations, I would not give them 3rd chance for negotiations, US and Israel really f....d their reputation after 2 attacks while in negotiations

        • whatever15 minutes ago
          I mean if you try to be just, they also did not keep their part of the deal in any of the agreements they had in the past.

          So negotiations were not useful at that state anyway.

          Negotiations require honest interest from both parties to honor the deal.

      • rayiner16 minutes ago
        Guerrilla war requires people at the grass roots to care. Is that true in Iran? Venezuela seems to have quieted down already.
        • ncallaway3 minutes ago
          The IRGC is 125k-150k people. Many of them are pot committed to the current government, because the IRGC has done... unforgivable things that a new government would be likely to punish.

          Venezuela is also run by the same security apparatus and government as it was before. We didn't attempt to turn over the entire government.

    • kev00927 minutes ago
      Conceivably, the 50 tankers per day could move in batches with the protection of a Destroyer. It's hard to imagine a credible surface or subsea threat with current fleet presence so it's basically a question of missile defense. Some constellation of vessels can indefinitely secure the zone if any powers that be with a suitable Navy desire it, and there are at least a few that have plausible capabilities.
      • decimalenough14 minutes ago
        How is a single destroyer going to protect 50 oil tankers at once? Oil tankers are almost comically unsuited to warfare and you don't need missiles to penetrate their non-existent defences, they can easily and cheaply be taken out by drones.

        https://www.bbc.com/news/articles/cr5ll27z52do

        As the friendly article says, the US military has no idea about how commercial shipping works and how hard it will be convince anybody to transit through an active war zone.

        • vkoua few seconds ago
          The simple solution seems to be to put the Trump fortune up as insurance collateral. If he's so confident that the war's such a good idea, he needs to put some skin in the game.
      • bigfatkitten22 minutes ago
        If Iran makes a nuisance of itself for long enough, I expect a coalition naval task force will go and open the strait back up.
        • verdverm15 minutes ago
          It's less about "opening it up" and more about the tanker companies feeling there is enough safety. With the Red Sea instance, they didn't start running ships until the Houthis said they were done.
      • verdverm17 minutes ago
        The missiles destroyers have are not the kind you want to use to shoot down shaheds. The economics don't work out in the long run. Same for AIM-9s. There are some new guided pod rockets that likely break even, but they are new.

        https://theaviationist.com/2026/03/06/typhoon-spotted-rocket...`

      • mkoubaa23 minutes ago
        Only someone without military experience could hit "send" on a post like this
        • nozzlegear14 minutes ago
          It'd be more helpful if you could explain for the class why you disagree with their comment, rather than disparage it with nothing of your own to offer.
        • Dylan1680718 minutes ago
          Okay.

          Would you like to say which parts are the wrong parts?

          • hedora5 minutes ago
            Drones.

            It costs a lot more to block one than to build one, and Trump's already blaming Biden because the US is running low on the top tier interceptors. Congressional testimony suggests the current stockpile will last weeks. After that, they'll fall back on ones that are less accurate, and that will let some attacks through.

            The destroyer doesn't help much in that scenario, in the same way it's not going to stop mosquitoes from biting the oil tanker's crew.

            You could use it to transport a large number of interceptor drones behind an armored hull, I guess.

            But, in scenarios where you need to worry about strikes taking out stored interceptor drones on the tankers, then the tankers are already swiss cheese.

      • nixon_why6914 minutes ago
        And now you have a US navy destroyer in torpedo range of the shore.
    • beached_whale11 minutes ago
      I don't think the oil exports from Canada ever stopped. If anything, they have grown.
    • ncallaway9 minutes ago
      > It's not a big threat to the US. The US is a net oil exporter, has the Strategic Petroleum Reserve, and, if absolutely necessary, Trump could make up with Canada so those oil imports restart.

      The SPR is 58% full, so... not empty but also not all the way full.

      Additionally, even though we're a net oil exporter, we're not insulated from the global oil market rates. Local producers aren't going to sell into America more cheaply than they can sell internationally, so if international rates spike, prices will go up domestically too.

      If the Straight of Hormuz remains closed for an extended period of time, we'll definitely feel the pinch domestically.

    • reliabilityguy40 minutes ago
      > has the demonstrated ability to strike well beyond its borders.

      Yep, now if IR survives, I see no reason for them not to double down on even longer range missiles. Like, why not?

    • tejohnso25 minutes ago
      > Trump could make up with Canada so those oil imports restart.

      Sounds like Trump hubris. Probably just what he'd expect. And then he'd accuse Canada of "behaving terribly" if things didn't go his way, and he'd reach for his tariff paddle.

      • verdverm12 minutes ago
        Fortunately, his handy paddle is no longer available (the one where he can make changes on whims, eg. when a commercial upsets him). He still has other options, they require process and need to be specific, setting aside the short term tariffs levied after his tantrum tariffs were rebuked by SCOTUS.
    • dylan60436 minutes ago
      > It's not a big threat to the US. The US is a net oil exporter,

      The thing is that the US exported oil is sweet crude, and our own refineries are not made for that type of oil. So for the petroleum products used within the US need the heavy oil that is imported. So if the world goes tits up so that the US can only use the oil it produces, it would take time before the US could refine it.

      >Trump could make up with Canada

      I'm sorry, did this suddenly become a comedy?

      • idiotsecant29 minutes ago
        That's not at all the case. We have refineries that can handle everything from sweet to sour to Canadian tar sands
        • dylan60418 minutes ago
          That goes against every thing I've ever read or heard. I'm no oil man, nor play one on TV, but I only know what information I've come across in reading or hearing in radio/tv. Maybe my googlefu is lacking, but a quick search still suggests this is the answer.
        • vel0city26 minutes ago
          That and it's way easier to go from retooling from sour to sweet than reverse, way easier to go from heavy to light than reverse, etc. Not suggesting it's just a flip a switch kind of change, but it's usually a net reduction in complexity in refining for both of those changes.
      • hollerith24 minutes ago
        >So for the petroleum products used within the US need the heavy oil that is imported.

        Is that really true? I've heard experts say that sweet crude is easy to refine. I've always thought that the reason US refiners bother with sour crude is that they're better at refining it than non-US refiners are, so they make a little more money that way.

    • idiotsecant28 minutes ago
      The threat to the US is China feeling like they need to act. The loss of Persian gulf oil is an existential threat to the Chinese economy. This could end very, very bad.
    • bpodgursky39 minutes ago
      Frankly this whole thing is worth it if it scares Taiwan and Japan into building new nuclear capacity. Taiwan has been suicidally turning off nuclear generation for a decade despite it being the last country on earth that wants to rely on naval imports of essential goods.
      • foota25 minutes ago
        Could it be because nuclear is highly centralized? I would expect that something like solar/wind power would be better for decentralization (in a war).

        Even if you don't blow up a nuclear plant, it seems like cutting the power from one would be relatively easy.

    • mkoubaa25 minutes ago
      What genre of cope is this?
    • westcoalst30 minutes ago
      [dead]
    • testing2232130 minutes ago
      > Trump could make up with Canada so those oil imports restart.

      Like hell he could.

      - every Canadian

      • hedora22 minutes ago
        Hey Canadians, can you permanently dismantle some pipelines?

        Unlike our fearless orange leader, I live on earth, and global warming's becoming quite a big issue over here.

        Also, the sooner we're forced off oil, the sooner these dumb wars stop.

  • onecommentman3 hours ago
    Fine article, pearl-clutching tone (the world economies will not collapse if 20% of oil and gas maritime trade is blocked, but many specific industries in specific countries would be very significantly annoyed/impacted in the middle term).

    But an absolutely absurd title. There is no citation in the article to anyone, much less “they all said”, who said a Hormuz closure would be brief. And I’d expect “brief” to be defined in somewhere in the article, and it isn’t. Expect better from Lloyd’s. Are they this sloppy in their underwriting? This topic doesn’t need click-bait, it’s important enough.

    This blockade scenario had been identified and studied for several decades by major industrial powers, and contingency plans and stockpiling has been part and parcel of industrial planning by those powers. It’s orders of magnitude less globally impactful than any scenarios involving nuclear-tipped ballistic missiles in that “comic opera/snuff film” the world calls the Middle East.

    • 011000115 minutes ago
      Some countries are more prepared than others. Vietnam, who now handles a lot of mfg moved from China, has reserves measured in days. Yes, some countries have a couple months. I don't know the stats for nat gas though, and that could be better or worse.

      Petrochemicals are a big part of the world economy. Energy is needed to get workers to work, factories to run, and ships to move.

      This could slow goods production on par with covid. Forward looking financial markets which, by and large, failed to predict this will likely overreact as well. If the private credit bubble bursts coincident with market panic we could see a major financial crisis (maybe not GFC, but big).

      It's a big price just to cover up the Epstein Files...

    • kdheiwnsan hour ago
      Taiwan, Japan, and Korea import the vast majority of their fuel from that region. If any of those three countries run out of fuel, the impacts would be larger than if any single Western European country lost energy. The world as a whole depends on tech manufactured in this countries, and we're already in a pinch with AI slop companies buying up global supplies of components for the whole year. If LCD/OLED screen factories are shut down for even a few weeks, that will have massive rippling effects across the world. And if TSMC needs to turn off its factories, it will be absolutely disastrous.
    • asacrowfliesan hour ago
      [flagged]