04-13-26 panasonic
| Chinese strategy being exposed in CNBC, all interviews talking abt. their roll, good news to me, time to exercise real pressure on the "sponsor". |
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04-13-26 panasonic
| Spal, not really but shares our views :-) |
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04-13-26 savo
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04-13-26 spal
Charles Kupchan is a silent colores? |
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04-13-26 panasonic
| EU waving white flag since Atocha. |
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04-13-26 panasonic
Mid-day colores report:
TRMD higher, NAT flat, gold down, FCX doing ok. |
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04-13-26 panasonic
Charles Kupchan, silent colores now in CNBC
"Chinese enjoying every moment of blockade; fractures NATO and the US" |
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04-13-26 spal
So as Europeans we should do something!! Wait we don't have any navies ... or energy resilience ... we thought history had ended.
wait ... what ...
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04-13-26 spal
What ... you mean that all of these little rag tag nations of goat farmers would seize all of the strategic choke points in the world if they could?
Yes. |
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04-13-26 spal
| All of a sudden people realize that "cheap" energy was entirely the result of Western power projection ... I understand that this is difficult for the European mind ... they are too busy teaching things like empathy. |
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04-13-26 spal
More than 100 empty oil tankers are making their way to the U.S. to fill up as the war in Iran forces the industry to find new sources of oil.
====
US (and Western Hemisphere sources) of energy are permanently relatively advantaged under these circumstances. |
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04-13-26 victor
(Bloomberg) -- Three tankers — the first to attempt a transit of the Strait of Hormuz since the US announced a blockade — have successfully cleared the waterway. After sailing near the Iranian coast, the trio have now emerged into open waters.
Meanwhile, the blockade appears to be deterring others, with at least two ships abandoning their planned journeys.
Among the successful transits, the New Future, which has no clear links to Iran, and the US-sanctioned Auroura began moving northeast early Monday from waters off the United Arab Emirates, ship-tracking data show. The medium-range tankers appeared to have taken a route just south of Iran’s Larak island, a passage that Tehran has in recent days said vessels attempting an eastward transit should follow.
New Future has navigated the bend in the strait and is now off the coast of Sohar port in Oman. Auroura is near the exit of the waterway in the Gulf of Oman.
At the same time, a Vietnam-flagged and owned liquefied petroleum gas carrier approached the strait in the opposite direction to enter the Persian Gulf. The NV Sunshine began sailing northward from waters off Sohar in the Gulf of Oman late Sunday and is now inside the gulf signaling it’s headed to Sharjah in the UAE. |
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04-13-26 victor
More than 100 empty oil tankers are making their way to the U.S. to fill up as the war in Iran forces the industry to find new sources of oil.
Data from TankerTrackers and MarineTraffic shows that 121 oil tankers are en-route the U.S. Gulf Coast. Of those vessels, 68 are massive VLCC class tankers, capable of transporting 2 million barrels of oil each. |
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04-13-26 victor
savo, what is the date of the article?
• Most deliveries to Europe are expected to stop around April 10. |
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04-13-26 savo
(EFE).- La energética española Repsol tomará el control directo de las operaciones de petroleo en Venezuela «en estos próximos días», anunció este lunes el consejero delegado de la compañía, Josu Jon Imaz, lo que les permitirá cumplir con el compromiso de triplicar su producción bruta en el país latinoamericano en los próximos tres años.
Imaz, que participó en el encuentro ‘Wake Up, Spain!’, aseguró que «se ha abierto el tiempo para una Venezuela mejor», e insistió en que la responsabilidad de las compañías con presencia allí es aumentar la producción y generar más ingresos fiscales para que el país «tenga recursos para su desarrollo».
Sobre el caso concreto de Repsol, el consejero delegado de la multinacional española destacó el «apoyo absoluto» recibido del Gobierno de EE.UU. y recordó que ya cuentan con «todas las licencias» que necesitaban para moverse «en ese entorno»; pueden operar en dólares o contratar empresas americanas.
También señaló que Repsol suscribió recientemente un «acuerdo relevante» por el que incrementará la producción de gas natural en Venezuela y que garantiza el 50 % de la generación eléctrica en un momento en el que ese país «necesita electricidad más que nunca».
Al tomar el control directo de las operaciones de petróleo, les permitirá cumplir con su compromiso de elevar su producción bruta de este hidrocarburo en Venezuela en más de un 50 % en el corto plazo y triplicarla en tres años, como ya anunció la compañía tras la publicación de las cuentas anuales de 2025. |
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04-13-26 savo
he flow shock is now fully playing out .
• Deliveries to Asia largely stopped on April 1, a major hit to a region that sources roughly 80% of its oil from the Gulf. A handful of cargoes are still making it through—Malaysia is set to receive Iraqi crude on April 18, and Iranian shipments to China continue—but together they amount to only about 6% of the region’s pre-war volumes. The Philippines is among the most
exposed. It imports about 96% of its oil from the Middle East and was the first to declare a national energy emergency after local gasoline prices more than doubled. Indonesia and Vietnam have instructed people to work from home and introduced energy rationing. Thailand’s fisheries, which account for 0.8% of the
country’s GDP, are shutting down as marine fuel costs have surged by more than 250%. India has avoided transport fuel rationing, but has halted LPG supplies for commercial use to protect households, around 60% of which rely on LPG for cooking. In Mumbai, roughly 20% of hotels and restaurants shut down by early March. In Japan, bus and ferry services across the country have been curtailed due to fuel shortages.
• Last deliveries to Africa will stop on April 10 and some countries such as Ethiopia, Zimbabwe, South Sudan, and Mauritius, are taking steps like diluting petrol and restricting electricity use to manage the fuels crisis.
• Australia has cut roughly 70% of its refining capacity since 2009 and now meets almost 80% of its fuel demand through imports, largely from East Asia. Its last shipment will arrive on April 19, and the government has already released fuel reserves, cut fuel taxes and rolled out a national fuel security plan.
• Most deliveries to Europe are expected to stop around April 10. The UK received its last jet fuel cargo from Saudi Arabia on April 7, a meaningful development given that it imports roughly 50% of its jet fuel from the Middle East. Denmark’s last jet fuel cargo from Kuwait is due to arrive on April 11. Temporary jet fuel shortages have forced rationing at four major Italian airports, and Europe’s airport industry group warns that the
continent could face widespread jet fuel shortages within three weeks unless the Strait of Hormuz reopens.
• The US is effectively last in line, with most deliveries expected to stop around April 15. The final crude cargoes reached Texas on April 1 and California on April 8. |
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04-13-26 victor
| Iran’s Navy is laying at the bottom of the sea, completely obliterated - 158 ships. What we have not hit are their small number of, what they call, “fast attack ships,” because we did not consider them much of a threat. Warning: If any of these ships come anywhere close to our BLOCKADE, they will be immediately ELIMINATED, using the same system of kill that we use against the drug dealers on boats at Sea. It is quick and brutal. P.S. 98.2% of Drugs coming into the U.S. by Ocean or Sea have STOPPED! Thank you for your attention to this matter. President DJT |
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04-13-26 spal
Oil Chaos Boosts Tanker Profits As Nordic American Locks In $75,000/Day Deals
04:47 AM CDT, April 13, 2026 |
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04-13-26 spal
NAT
NORDIC AMERICAN TANK
All suezmaxes ... fully loaded and tearing out of the Suez |
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04-13-26 spal
A man can be an artist... in anything, food, whatever. It depends on how good he is at it. Spal's art is penny schtocks. He's about to paint his masterpiece.
... apologies to the movie ... Man on Fire |
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04-13-26 spal
The appointment of Nancy Zakhour and Saleh Sagr to the Board of Directors on April 8, 2026, represents a definitive strategic pivot for Perma-Pipe International Holdings (PPIH). By elevating their Middle East-centric CEO to the board and adding a high-level energy strategist with deep regional academic and technical ties, PPIH is signaling focus on the reconstruction and expansion of the Gulf’s energy infrastructure.
The Directors: Strategic Backgrounds
1. Saleh Sagr (Director / President & CEO)
The Regional Heavyweight: Sagr is not just an executive; he is a veteran of the Saudi industrial landscape. Before becoming CEO in June 2025, he co-founded Global Anti Corrosion Techniques in Saudi Arabia and spent a decade overseeing operations for BrederoShaw (the world’s largest pipeline coating provider).
The "MENA Architect": Since joining PPIH in 2019, he has been the architect of the company's Middle East North Africa (MENA) expansion, particularly in Fujairah (UAE), Dammam (Saudi Arabia), and Egypt. His elevation to the board after a year of "outstanding" leadership confirms that the board views his regional network as the company's primary growth engine.
2. Nancy Zakhour (Independent Director)
The Technical Bridge: Zakhour brings a uniquely integrated perspective from Schlumberger (field experience in North Africa) and Occidental Petroleum. Her background as an investment banker at Piper Sandler (Energy & Power) provides the financial sophistication required to structure complex, multi-billion-dollar infrastructure bids.
The Academic and Regional Tie: A graduate of the American University of Beirut (AUB) in Electrical and Computer Engineering, her appointment provides PPIH with a director who possesses both "Old Energy" technical depth and a high-level network in the Levant and North Africa. Her expertise in Carbon Capture (CCUS) and Renewables aligns with the GCC's "Vision 2030" energy transition goals.
The Thesis: A Concerted Effort for a "Pipeline Explosion"
The timing of these appointments—amidst the 2026 Gulf conflict—points to a deliberate effort to capture three specific "explosion" points in the Middle East pipeline market:
1. The "Aramco Direct" Pathway
In late 2025, PPIH secured technical and commercial approval from Saudi Aramco, a "landmark achievement" that allows them to bypass traditional district cooling markets and enter the oil and gas pipe coating sector—the largest in the Middle East. Sagr's direct ties to the Saudi industrial base are the "key" to unlocking this direct bidding pathway.
2.
The 2026 Iran war has caused unprecedented damage to Gulf energy and desalination infrastructure. With the Strait of Hormuz blockaded, there is a frantic, state-funded race to build and harden bypass pipelines (like the Saudi East-West expansion to 7 million bpd) and decentralized mobile desalination nodes. PPIH’s pre-insulated piping and leak detection systems are the "table stakes" for this high-security infrastructure.
3. The ADNOC "Rich Gas" Acceleration
With ADNOC Gas targeting a massive $4B+ expansion of its domestic gas capacity (RGD Phases 2 & 3) in early 2026, the UAE is rushing to secure industrial and utility customers across the Northern Emirates via the Estidama gas pipeline project. Zakhour’s commercial strategy background is specifically geared toward these large-scale "Forward-looking" energy transitions.
The "Board of the Americas Pivot"
By pairing Sagr (the local operator) and Zakhour (the energy transition strategist) with existing board member Ibrahim Jaham Al Kuwari (CEO of Qatar Solar Technologies), PPIH has assembled a "Sovereign-level" board.
Verdict: This is no longer a company merely selling "pipe insulation"; it is a geopolitical infrastructure player positioning itself to be the primary vendor for the "Western Energy Fortress" as it rebuilds the Middle East's energy arteries.
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04-13-26 spal
| TRMD ... massive fleet action, fully operational in the safe zone rerouting refined product that is being massively stockpiled ... all done under a Danish flag. The management is probably one of the very best in this biz. |
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04-13-26 spal
| Carib - Morgan Downey is a very technical, sober individual - you will not find any spin in his commentary. |
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04-13-26 spal
PPIH
PERMA-PIPE INTL HLDG
===
Adding ... just appointed 2 individuals to the board that will pitch for what I think will be massive pipeline contracts in the middle east. |
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04-13-26 carib
| Spal: thanks for the link. |
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04-13-26 spal
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04-13-26 spaldo
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04-13-26 spal
The movement of the New Future and the Auroura on Monday morning, April 13, 2026, represents the first significant "Blockade Run" following the collapse of the US-Iran peace talks and President Trump's declaration of a full naval blockade.The vessels are utilizing the "Tehran Toll Booth" (the Northern Corridor), a protected transit route south of Larak Island that hug the Iranian coast to avoid allegedly mined waters in the main international shipping channels.
The Auroura: This vessel is a known "Shadow Fleet" operator with a history of identity-spoofing and was sanctioned by the US Treasury earlier this year. It is managed by Golden Gate Ship Management, an entity that shares a Mumbai address with several other sanctioned single-ship companies.
The New Future: Owned by a Hong Kong-based entity, this vessel has remained in the Persian Gulf since December 2025. Unlike the Auroura, it has no direct sanctions history, making it a "test case" for whether the US Navy will interdict non-sanctioned vessels paying the Iranian transit fee.
Cargo Sponsorship and DestinationsThe "sponsorship" of these cargoes is deeply tied to the mBridge digital ledger system and the emerging "Hydra" financial axis (China, Iran, Russia, and India) designed to bypass Western insurance and banking "Software-Locks."
The Auroura:Cargo: Heavily suspected to be Iranian Crude.Sponsorship: Lloyd's List and maritime intelligence suggests the cargo is sponsored by an Indian state-backed refiner under a temporary waiver/protocol that was nullified by the new US blockade.Destination: Paradip or New Mangalore, India.The New Future:Cargo: Refined petroleum products or chemicals.Sponsorship: Likely a commercial "parcel" trade sponsored by a Chinese-linked trading house. By utilizing the Larak passage, the sponsors have effectively paid the $1M–$2M "Tehran Toll" (likely in Chinese Yuan or cryptocurrency) to ensure IRGC protection during the transit.Destination: Generally signaled for an eastward transit (likely East Asia).
The Strategic SignificanceThese two ships are forcing the US Navy into a binary choice on Day 1 of the blockade:Interdict and Seize: Validates the blockade but risks a direct kinetic escalation with Iranian coastal batteries on Larak Island.Allow Passage: Effectively ends the "Blockade" as a credible deterrent and validates the Iranian "Toll Booth" as the new operating system for the Strait. |
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04-13-26 spal
| Iran's economy can be imploded ... this is the next phase. |
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04-13-26 spal
| Panas - China ... clearly a big X-factor here. |
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04-12-26 panasonic
| Spal, I hope China is part of ongoing discussions o/w an escalation seems inevitable :-( |
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04-12-26 spal
| Iran demonstrated that a mid-tier military power can close the world's most important chokepoint against the world's most powerful navy. This lesson will not be lost on other states that control narrow waterways: Turkey (Bosphorus), Egypt (Suez), Malaysia and Indonesia (Malacca). |
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04-12-26 spal
This is pretty good. I used to work with this guy, so I know the source.
https://oil101.morgandowney.com/chapters/iran-strait |
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04-12-26 spal
"Break an ememy blockade by blockading their blockade"
The wit & wisdom of Don Tze |
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04-12-26 spal
Big clarification from US Central Command
US WILL HAVE NO BLOCKADE for vessels using Omani water to transit Strait of Hormuz
US BLOCKADE is only for Iranian ports and transits via Iranian Waters. |
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04-12-26 carib
Victor: I think they did listen, but did not agree.
Bad week for JD Vance. |
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04-12-26 victor
| dt will be upset.. hungarian voters did not listen to him. |
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04-12-26 carib
| Good news from Budapest (for a change) |
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04-12-26 carib
| Half of the former Houti cabinet is already dead (from previous strike) |
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04-12-26 spal
| A "Hard-Sieve" naval cordon around Hodeidah and Salif. Nothing goes in or out of Houthi ports—not even "humanitarian" aid—until the strait is cleared. |
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04-12-26 spal
| The UAE's focus will be Territorial Seizure. * The Play: Look for a rapid amphibious assault to retake and garrison Perim (Mayun) Island and potentially the Hanish Islands. The UAE has spent years building a "string of pearls" bases (Assab in Eritrea, Socotra, and Berbera). They will use these to launch "Ship-to-Shore" maneuvers to push Houthi forces back at least 20 miles from the coastline. |
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04-12-26 spal
| If the Houthis use Iranian-supplied anti-ship missiles (like the Khalij Fars), Israel will likely execute "Targeted Deletion" of Houthi leadership in Sana'a within hours. |
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04-12-26 spal
| Saudi Arabia is postured for an immediate, high-intensity kinetic entry into the Yemen theater the moment a commercial vessel is struck in the Bab el-Mandeb. |
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04-12-26 spal
| The Royal Saudi Air Force has already moved to a "Pre-emptive Strike" footing. |
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04-12-26 spal
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04-12-26 spal
| So what's the betting on which knucklehead will try to shut down the next "choke point". |
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04-12-26 victor
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04-12-26 panasonic
Vic, Carter allowed to Coup against the Shah with no resistance.
The big mistake was to go against Iraq instead of Iran (Bush Legacy).
Then came years of Obama's complacency with Iran.
Trump's first term increased pressure via sanctions, etc. with no concrete action except taking out Soleimani.
Last, auto-pen didn't open one single intelligence report.
Here we are...
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04-12-26 victor
pana, here is an example of what i mean:
saddam was willing to cut deals with the Shah..
but didn't want the iranian islamists to spread the revolution to iraq.
//
https://www.youtube.com/shorts/MlPedZpsfVw
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04-12-26 spal
contraband via trans-arabian pipelines to the red sea.
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As you know the Saudis and the Emirates have played both sides of the fence ... this will now end. |
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04-12-26 spal
spal, ..thus dt should leave the strait.
but he's not, quite the contrary.
===
I think negative c. 13 million barrels per day is the issue. He needs to find some way of managing the shock.
If this is pressed to the extreme the Qataris and Emiraties will lose big time. Iraq is also against the wall, but the west cares less. China thinks that the Iranians will use the trapped Saudi and UAE crude to function and swap (blend) their own as contraband via trans-arabian pipelines to the red sea. Once the US closes that off we will see if they blink. Of course they may escort their own tankers through the Strait ... then we will see who blinks then. |
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04-12-26 victor
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04-12-26 panasonic
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04-12-26 panasonic
Carib, yep we can find solutions in small spaces like colores.
Isn't NYC a good example of how far are "we" from the real voter's perception? |
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04-12-26 carib
| Not too late, IMHO, Panas. |
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04-12-26 victor
spal, ..thus dt should leave the strait.
but he's not, quite the contrary. |
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04-12-26 spal
"a consumer economy that restructures as a war economy"
Long discussion, better over a bottle of Chianti.
===
Yes ... thanks Panas it is a longer discussion. Vic/ Savo I think you will see that the US has been preparing for Hemispheric separation longer than is commonly appreciated. You can see this in the Maritime Action Plan, the construction of energy independence, the strategic minerals policies rolling out. In a fragmenting world location in the Americas is hard to beat. I think you believe that Americans are weak and depraved. The pendulum always swings.
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04-12-26 panasonic
Carib, 100%.
Seems we arrived late to the game no? |
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04-12-26 panasonic
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04-12-26 spal
one full box of Chianti, my treat :-)
===
We will share a bottle next time I am in Miami! |
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04-12-26 victor
pana, has iran started any wars since the islamic revolution?
others have started wars with iran, since the islamic revolution: saddam, israel, the usa.
if iran is such a problem, why would the usa go after saddam?
he was the first one who disliked these islamists.. invading iran shortly after the iranian revolution. |
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04-12-26 carib
Panas: the "red line" concerning Iranian nuclear proliferation should have been enforced long time ago.
Speak softly but carry and show a big stick.
When western leaders said "it is unacceptable".. they should have followed words with deeds, or refrained from speaking.
IMVHO.
I hope they now have a viable enforcement plan. |
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04-12-26 panasonic
"I am calling BS on Mythos ... I am so tired of tech bro bullshit"
If you are right on this, one full box of Chianti, my treat :-) |
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04-12-26 panasonic
"a consumer economy that restructures as a war economy"
Long discussion, better over a bottle of Chianti. |
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04-12-26 panasonic
"I second that: referring to amount of iranian drones and missiles?"
Yes, the amount, sophistication, and the "range" more than required to hit Israel and/or Gulf neighbors.
Media doesn't care that Iran military nuclear program was ambicious beyond annihilation of 10 Israels? why the silence.
Meanwhile, street Iranians endured 12 zeros devaluations of their currency. |
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04-12-26 carib
IDF chief rejects coalition recruitment law amid personnel crisis
The IDF has acknowledged a critical shortage of 9,000 combat soldiers on the ground and warned that the deficit could rise to 17,000 by the end of the year unless urgent legislation is passed. |
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04-12-26 carib
| Probably good for Venezuela. |
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04-12-26 victor
spal, what happens to a consumer economy that restructures as a war economy.
//
for example? |
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04-12-26 victor
savo, beats me, but this is the 2nd part of the same post, which for some reason has been posted multiple times. ???
//
So, there you have it, the meeting went well, most points were agreed to, but the only point that really mattered, NUCLEAR, was not. Effective immediately, the United States Navy, the Finest in the World, will begin the process of BLOCKADING any and all Ships trying to enter, or leave, the Strait of Hormuz. At some point, we will reach an “ALL BEING ALLOWED TO GO IN, ALL BEING ALLOWED TO GO OUT” basis, but Iran has not allowed that to happen by merely saying, “There may be a mine out there somewhere,” that nobody knows about but them. THIS IS WORLD EXTORTION, and Leaders of Countries, especially the United States of America, will never be extorted. I have also instructed our Navy to seek and interdict every vessel in International Waters that has paid a toll to Iran. No one who pays an illegal toll will have safe passage on the high seas. We will also begin destroying the mines the Iranians laid in the Straits. Any Iranian who fires at us, or at peaceful vessels, will be BLOWN TO HELL! Iran knows, better than anyone, how to END this situation which has already devastated their Country. Their Navy is gone, their Air Force is gone, their Anti Aircraft and Radar are useless, Khamenei, and most of their “Leaders,” are dead, all because of their Nuclear ambition. The Blockade will begin shortly. Other Countries will be involved with this Blockade. Iran will not be allowed to profit off this Illegal Act of EXTORTION. They want money and, more importantly, they want Nuclear. Additionally and, at an appropriate moment, we are fully “LOCKED AND LOADED,” and our Military will finish up the little that is left of Iran! President DONALD J. TRUMP
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04-12-26 savo
victor... why does DT conduct foreign policy through Truth Social?
why doesn't he do it through confidential diplomatic back channels?
Only answer I can think of is that what he really wants is to move markets and profit in the process.
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04-12-26 victor
dt is nuts, has posted the same stuff multiple times.
this is his latest, a bit different than the others:
Iran promised to open the Strait of Hormuz, and they knowingly failed to do so. This caused anxiety, dislocation, and pain to many people and Countries throughout the World. They say they put mines in the water, even though all of their Navy, and most of their “mine droppers,” have been completely blown up. They may have done so, but what ship owner would want to take the chance? There is great dishonor and permanent harm to the reputation of Iran, and what’s left of their “Leaders,” but we are beyond all of that. As they promised, they better begin the process of getting this INTERNATIONAL WATERWAY OPEN AND FAST! Every Law in the book is being violated by them. I have been fully debriefed by Vice President JD Vance, Special Envoy Steve Witkoff, and Jared Kushner, on the meeting that took place in Islamabad through the kind and very competent leadership of Field Marshal Asim Munir, and Prime Minister Shehbaz Sharif, of Pakistan. They are very extraordinary men, and continuously thank me for saving 30 to 50 million lives in what would have been a horrendous War with India. I always appreciate hearing that — The amount of Humanity spoken of is incomprehensible.
The meeting with Iran began early in the morning, and lasted throughout the night — Close to 20 hours. I could go into great detail, and talk about much that has been gotten but, there is only one thing that matters — IRAN IS UNWILLING TO GIVE UP ITS NUCLEAR AMBITIONS! In many ways, the points that were agreed to are better than us continuing our Military Operations to conclusion, but all of those points don’t matter compared to allowing Nuclear Power to be in the hands of such volatile, difficult, unpredictable people. My three Representatives, as all of this time went by, became, not surprisingly, very friendly and respectful of Iran’s Representatives, Mohammad-Bagher Ghalibaf, Abbas Araghchi, and Ali Bagheri, but that doesn’t matter because they were very unyielding as to the single most important issue and, as I have always said, right from the beginning, and many years ago, IRAN WILL NEVER HAVE A NUCLEAR WEAPON!
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04-12-26 victor
carib, Trump counter blockading Hormuz.
//
didn't dt say that he didn't give a rat's ass about what happened to the strait? |
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04-12-26 savo
spal... i do not understand what you mean...
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04-12-26 spal
| Savo will find out what happens to a consumer economy that restructures as a war economy. |
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04-12-26 spal
| The US can afford to take all the Gulf oil off line. Asia can't ... unless they decide that they want to eat grass (which is a possibility). |
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04-12-26 spal
| Limit up on Brent ... for sure |
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04-12-26 spal
| What I am reading is a large spike ... $20 to $30 and tightening from there. |
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04-12-26 carib
Trump counter blockading Hormuz.
Effect of oil prices? |
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04-12-26 carib
"Effective immediately, the United States Navy, the Finest in the World, will begin the process of BLOCKADING any and all Ships trying to enter, or leave, the Strait of Hormuz," said Trump.
Trump added that he had "instructed our Navy to seek and interdict every vessel in International Waters that has paid a toll to Iran." |
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04-12-26 carib
Israel said it killed Majid Khademi, head of the Revolutionary Guards’ intelligence organization, in a strike in Tehran early Monday, in an operation carried out by the Israeli Air Force based on precise intelligence.
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04-12-26 spal
| Tech bros ... they have such punchable faces ... that needs to start happening. |
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04-12-26 spal
Yann LeCun reposted
Brian Roemmele
@BrianRoemmele
“Anthropic's Claude Mythos isn't a sentient super-hacker, it's a sales pitch — claims of 'thousands' of severe zero-days rely on just 198 manual reviews”
Get used to the “Effective Altruists” fear and self-hating multi-level marketing system, it is just starting. |
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04-12-26 spal
| It sounds like a science fiction story jizzed up to generate sales and attention. The fact is that coding computers has always been full of errors and BS and will always be. |
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04-12-26 carib
US President Donald Trump claimed on Sunday that US-Iran ceasefire negotiations in Islamabad, Pakistan, “went well” despite no deal being reached after hours of talks.
“There you have it, the meeting went well, most points were agreed to, but the only point that really mattered, Nuclear, was not,” Trump wrote on Truth Social. |
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04-12-26 spal
| I am calling BS on Mythos ... I am so tired of tech bro bullshit. |
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04-12-26 carib
| May the fact the sacked most of the iran experts in foggy bottom and old executive building have had an impact? |
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04-12-26 carib
| I second that: referring to amount of iranian drones and missiles? |
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04-12-26 victor
pana, size of the military build-up in Iran.
//
i am slow. which build-up are you referring to?
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04-12-26 panasonic
Carib, Vic why is media so silent on the size of the military build-up in Iran.
They want DTs & Bibi's heads as their days are counted, but me don't see any discussion on the broader picture, response to Mythos was an emergency meeting, meaning we are running behind...
Last year I was in same the page as rest of world, supremacy was switching slowly, now thanks to AI slowly has been ruled out.
How UBI and price fixing by "one sole supplier" works? The key phrase "this will move VERY fast". |
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04-12-26 panasonic
Savo, in our case exit from our country was forced, not voluntary, so lets say that in our case putting together our family & friends in one place became top priority, what is money for if not to live where you want with who you want?
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04-12-26 victor
carib, right.. that's what jaime b said the other day, based on info from some of the media that he still reads, ny times, etc.
-netanyahu arrives in washington and sells the current war to dt. claiming that the regime was v weak and would quickly collapse.
-hegseth was the most enthusiast of going to war vs iran.
-vance was against going to war.
-marco was in the middle of both. he saw some advantages but said that netanyahu's plan was BS, that he wasn't buying it.
that a regime change was a lot more difficult than netanyahu claimed. |
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04-12-26 carib
Neither Iran nor the US has ratified the UN Convention on the Law of the Sea, which governs international maritime passage. Donald Trump has both criticised the Islamic regime for demanding fees for safe passage and suggested Washington might someday join Tehran in a fee-paying venture in the strait.
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04-12-26 carib
The suspicion is Trump had no plan.. except following Netanyahu's
lead and hoping the Iran regime would crumble. |
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04-12-26 carib
After both the US and Iran reported a failure to reach a deal during the weekend’s ceasefire talks in Islamabad, US President Donald Trump on Sunday shared an article suggesting he would "out-blockade Iran’s hold over the Strait of Hormuz."
The article, from Just the News, claimed that the president could repurpose the strategy he used against Venezuela, and that “it would be very easy for the US Navy to exert complete control over what does and does not go up and down the Strait now.” |
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04-12-26 carib
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04-12-26 victor
US ‘looking for an excuse’ to leave talks
A source close to the Iranian delegation has told the Fars news agency that the US was looking for an excuse to leave the negotiating table.
The source said, “the Americans needed the negotiation for their lost face in the international arena and were unwilling to lower their expectations despite the defeat and stalemate in the war with Iran”.
It added, “Iran has no plans for the next round of talks”. |
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04-12-26 victor
Vice President JD Vance said Iranian negotiators refused to accept US terms for a deal, which he insisted had been “quite flexible.”
“We were quite accommodating. The president told us, ‘You need to come here in good faith and make your best effort to get a deal.’ We did that, and unfortunately, we weren’t able to make make any headway,” he said.
Vance suggested the primary sticking point was Iran’s refusal to abandon its nuclear program.
“We leave here with a very simple proposal, a method of understanding that is our final and best offer,” he said. “We’ll see if the Iranians accept it.” |
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04-12-26 victor
Vance says US gave Iran its "final and best offer" and was "flexible" in negotiations
Vice President JD Vance said Iranian negotiators refused to accept US terms for a deal, which he insisted had been “quite flexible.”
“We were quite accommodating. The president told us, ‘You need to come here in good faith and make your best effort to get a deal.’ We did that, and unfortunately, we weren’t able to make make any headway,” he said.
Vance suggested the primary sticking point was Iran’s refusal to abandon its nuclear program.
“We leave here with a very simple proposal, a method of understanding that is our final and best offer,” he said. “We’ll see if the Iranians accept it.”
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04-12-26 victor
| spal, either way is fine. |
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04-12-26 spal
| Or maybe he wants a another trade war ... I am sure the uses of bases and flyover rules stung him. |
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04-12-26 victor
| spal, fine.. go for it. instead of blabbing about it. |
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04-12-26 spal
| He is threatening an embargo which he can under the International Emergency Economic Powers Act (IEEPA), which is outside of the trade treaty. |
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04-12-26 victor
spal, what is not?
no trade deal between the eu and the usa? |
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04-12-26 victor
spal, no worries about spain.
sanchez is way ahead of dt.. in china today.
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Sánchez estrecha vínculos con China en plena escalada contra Trump |
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04-12-26 spal
| Well it is certainly not, what it is not Vic. |
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04-12-26 victor
| spal, it's what it is. there is a trade deal between the usa and the eu. |
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04-12-26 spal
Bye Rioja, bring me some Chianti.
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Agree! |
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04-12-26 spal
| Victor - I just said Spain was asking for attention. Now it will get some. I know they are still playing footsie with Huawei. And yes I understand the EU coordination, just as you understand Trump's bloviating. |
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04-12-26 victor
Predictable
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is it?
for how long has dt been saying the same?
spain doesn't make its own trade deals.
no trade with spain means no trade with the eu. |
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04-12-26 spal
Spal, very nice, working for Musk requires very strong knowledge on the field, congrats!
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It is for a job as a process engineer in the Starlink factory. He is pretty far from conventional, no formal degree, uni dropout, hobbyist mentality, the kind that automates things for fun, a Linux fanatic, very low desire to promote or sell himself ... so I guess a perfect fit. |
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