Showing posts with label Iran. Show all posts
Showing posts with label Iran. Show all posts
Thursday, April 23, 2026
Komrade Karoline insists that Iran does not control the Strait of Hormuz
"The Party told you to reject the evidence of your eyes and ears. It was their final, most essential command."
Wednesday, April 22, 2026
Does anyone remember The Bedford Incident?
"If they fire one, we'll fire one".
With the United States blockading all supply coming in to Iran and seizing some vessels, there are roughly 100 container ships trapped in the Persian Gulf from which Iran can choose anytime it wishes to go shopping.
Iran says it has seized two ships in Strait of Hormuz after U.S. extends ceasefire
Iran’s navy on Wednesday said it had seized two container ships in the strategically vital Strait of Hormuz, shortly after the U.S. extended the ceasefire and as diplomats seek to bring the countries together for peace talks.
Iran’s Revolutionary Guard Navy said in a statement that it had seized the ships for what it claimed were maritime violations and transferred them to Iranian shores, according to state media. CNBC could not independently verify the claim.
The announcement came after U.K. maritime authorities said two ships had been attacked in the Strait of Hormuz. Iranian media reported a third vessel had also been targeted by the country’s military. ...
Tuesday, April 21, 2026
New narrative alert as Trump tanks in the polls: Iran War was about 6 weeks as Trump said it would be!
I mean, that's true right?
We are in week 8, and the two week ceasefire which expires tomorrow has been extended indefinitely because Trump says Iran is too divided to speak with a unified voice.
The truth is whatever Humpty Trumpty says it is.
Monday, April 20, 2026
SPX rallied 10% after the Russian invasion of Ukraine in 2022, but ended the year down 19%
SPX is up almost 12% since March 30th.
Investors are misreading news about the Iran war, analysts say as markets whipsaw
... The resumption of uninterrupted energy flows is what underpins any sustained stock market recovery, according to investment manager Orbis.
“It’s pretty clear to us that equity markets are viewing things with a ‘glass half full’ view,” Patrick O’Donnell, chief investment strategist at Orbis, told CNBC’s Europe Early Edition on Monday.
“What we’re focused on is whether the Strait of Hormuz is actually going to reopen again.”
He added that the ramifications of the conflict in the Middle East will have “quite a long-lasting effect” for the global economy and markets. ...
Sunday, April 19, 2026
JMIC update 034 for the Middle East maritime region shows Strait of Hormuz combined cargo and tanker transits averaging 7.5 vessels per day April 12-18 vs. 138 normally
But tankers exiting the Persian Gulf through the Strait of Hormuz average just 2 per day April 12-18.
After the 13th, just 10 tankers have exited over 5 days, also 2 per day.
Tankers transiting the Bab-el-Mandeb Strait to and from the Red Sea, whether northwest (3.5/day) and possibly through the Suez or southeast (4/day) and headed to East Asia, average 7.5 per day.
Suezmax tankers carrying up to 1 million barrels of oil are the largest which can pass fully laden through the Suez.
Before the war, a dozen or so VLCCs, which have a capacity of 2 million barrels, transited the Strait of Hormuz daily out of 65-70 tankers which did so.
Total SoH tanker exits daily used to average 25-30.
Yanbu on the Red Sea can fill 2-5 tankers daily depending on the size (maybe 4 Suezmax), plus 2 per day out of the Persian Gulf, so we are at the max operating at 23% of normal tanker exits in the last week (7/30).
And again, that's just tankers, not a statement of actual oil volume.
And which of these were stopped by the U.S. Navy after transit only the Navy knows, as do people whose full time job it is to know, which isn't me.
If Monday pays attention to reality, oil prices will rise.
Dumbass Trump, who never paid the slightest attention to what's been happening in and to Ukraine, is surprised how easily Iran shut down the Strait of Hormuz with drones
The Wall Street Journal, here:
... The strait has been a particular source of frustration. Before the U.S. went to war, Trump told his team that Iran’s government would likely capitulate before closing the strait, and that even if Tehran tried, the U.S. military could handle it, The Wall Street Journal has reported. Some of the president’s advisers were caught off guard that tanker traffic would grind to a halt so quickly after the bombing began, according to a person in contact with the White House.
Trump has since marveled at the ease with which the strait was closed. A guy with a drone can shut it down, Trump has said to people, expressing belated irritation that the key waterway was so vulnerable. He has publicly oscillated between demanding support from allies to help open it and insisting that the U.S. doesn’t need or want military assistance. ...
White House concerns about security threats have been heightened, aides said.
In recent weeks, for example, Trump and his team have noticed an increase in security. On a cloudless night in April at Mar-a-Lago, every umbrella was up on the patio in an unusual arrangement, guests said. Club members were told that there was an effort to limit drone visibility, a Mar-a-Lago member said.
Rubio told others about standing outside his home at the military compound where he lives and watching a suspicious drone, administration officials said. Secret Service protection teams have expanded to carry weapons White House officials had never seen before. ...
Fars News Agency: Iranian silence is not golden lol
Iranian state news outlet questions foreign minister’s ‘unexpected tweet’ on Hormuz Strait
... The Fars News Agency added that Iranians worry about the “absolute and strange silence” from the country’s Supreme National Security Council and its negotiators.
“They [Iranians] accept it, but it is expected that at least a clear explanation be provided regarding the ‘reason for silence,'” the agency continued. “Public opinion raises this question: if it is in the country’s interest that the details of the negotiations or recent developments not be publicized, why is this very interest and the reason for avoiding transparency not explained to the people?”
The Fars News Agency called on its government to not “allow the enemy’s narrative and hostile media to fill the created narrative vacuum by toying with the spirit and psyche of society.”
“These days, Twitter and short, pithy statements are no longer a suitable medium for persuading domestic public opinion; rather, even this very ‘not explaining’ requires explanation,” the agency wrote in its last post in the thread. ...
Saturday, April 18, 2026
In case you aren't convinced yet, Iran shot at the Sanmar Herald this morning
Iran says Strait of Hormuz is closed again as vessels attempting to cross come under gunfire
... Shortly after the Iranian statements, the U.K. Maritime Trade Operations said a tanker reported being fired on by two gunboats operated by Iran’s IRGC. The incident happened 20 nautical miles northeast of Oman, the UKMTO said. The tanker and its crew were reported safe, and authorities are investigating, the UKMTO said. ...
Buffoon says what?
Trump says U.S. has ‘good news’ on Iran as Tehran says the Strait of Hormuz is closed again
... Ghalibaf, quickly disputed Trump’s claim that Tehran had cleared the strait for transit.
“With the continuation of the blockade, the Strait of Hormuz will not remain open,” Ghalibaf wrote in a translated X post.
Indeed, video footage from ship tracking firm Kpler shows a number of tankers and cargo ships did try to exit the waterway on Friday, but turned back.
“They’ve clearly not been given approval to pass through,” Matt Smith, director of commodity research at Kpler, told CNBC. ...
Friday, April 17, 2026
Friday night fright night for Ukraine as Trump keeps Russian oil unsanctioned for a second consecutive month
Trump is an asshole.
Update from CNBC Saturday:
U.S. renews Russian oil waiver after pressure from countries dealing with Iran war price shocks
... “As negotiations (with Iran) accelerate, Treasury wants to ensure oil is available to those who need it,” a Treasury Department spokesperson said. Just two days earlier, Treasury Secretary Scott Bessent said Washington would not be renewing the waiver for Russian oil and another for Iranian oil, which is set to expire on Sunday. ...
U.S. lawmakers from both political parties had slammed the administration over the sanctions waivers, saying they stood to help the economy of Iran while it was at war with the U.S. and of Russia as it was at war with Ukraine. ...
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