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Oil play or Iranian preamble...?
General Boards - Politics
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Replies: 6
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Oil play or Iranian preamble...?

1
Apr 19, 2025, 12:46 AM
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https://www.zerohedge.com/geopolitical/single-deadliest-yemen-strike-trump-presidency-destroys-vital-oil-port

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Re: Oil play or Iranian preamble...?

2
Apr 19, 2025, 6:09 AM
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It was a statement step to warn Iran in my opinion. Iran supplies them with weapons and may get a knock on their door from B-2/F-35’s if it does not stop. Plus it deprives the regime of money in Yemen.

Would not bother me a bit if the civil war cranked back up in that hole.It always makes me grin when the religion of peace is killing each other instead of others.

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Iran doesn't have much of a navy, but they just caught a shot across the bow...

1
Apr 19, 2025, 6:23 AM
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(across the board).

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Re: Iran doesn't have much of a navy, but they just caught a shot across the bow...

1
Apr 19, 2025, 6:37 AM
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Yeah but the Gulf is not very deep and narrow, not a great place to fight a naval battle in a missile environment.

I do expect a push to stop uranium enrichment by Iran with serious monitoring. It will be that or either us or Israel will eliminate their capabilities.

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So...? Oil play? ;~)***


Apr 19, 2025, 6:50 AM
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Re: So...? Oil play? ;~)***

1
Apr 19, 2025, 9:09 AM
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Not in a classical sense, certainly not like Iraq. Old Saddam started selling oil in currency other than USD, shortly got invaded. Same with Ghadafi. Reserve Currency Status will be protected. Saddam had nothing to do with Osama and any WMD we allowed him to hit Iran during their war.

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Re: Oil play or Iranian preamble...?


Apr 19, 2025, 10:36 AM
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I don’t believe that an oil play (am I correct in assuming that you mean a good time to buy oil company stocks?) is in order, at least as far as a likelihood of bombing if Tehran.

If Tehran gets bombed, then indeed an oil play would reap huge rewards.

Iran will probably endure some attacks on their (very big number) of land-based ship-killing mobile missile launchers without shutting down the Straits of Hormuz to commercial traffic.

If Tehran gets bombed -and- we attempt to take out Iran’s uranium enrichment facilities, then Iran might indeed shut down ship traffic in the Straits.

In other words, Iran may deploy the blowfish’s strategy of being willing to risk sacrificing itself in a fight against a dolphin. Blowfish dies but the dolphin gets very sick. Blowfish calculates the risk that the dolphin probably doesn’t want to eat the blowfish because the dolphin isn’t willing to get sick.

Or something like that.

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Replies: 6
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General Boards - Politics
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