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Joined February 2023
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The question isn't "will Trump TACO", it's "what will make Iran open the strait?" I don't see why they would until max pain is hitting the US.
DiveBombTrading retweeted
Will Iran Becoming the Next North Korea? How a War Intended to Prevent a Nuclear Iran May Have Made It More Likely
The greatest strategic failure of the war with Iran may not be what the United States and Israel failed to destroy. It may be what they destroyed politically and strategically in the process.
For anyone whose primary objective was to prevent Iran from acquiring nuclear weapons, this war may ultimately prove disastrous.
The war may have simultaneously undermined the three main instruments for preventing a nuclear Iran: deterrence, diplomacy, and internal restraint within the Iranian leadership:
First, the war eliminated a leader who had long resisted the development of nuclear weapons. Ali Khamenei was certainly responsible for advancing Iran's nuclear capabilities, but he also maintained a longstanding position against actually producing nuclear weapons after 2003. Whether that position reflected religious convictions, strategic calculations, or both, it represented an important constraint on Iran's nuclear decision-making.
His killing removed that constraint without eliminating Iran's nuclear knowledge, technological capabilities, or strategic motivations. His successor, Mojtaba Khamenei, is not necessarily bound by the same calculations. More importantly, the new leadership has experienced something its predecessor spent decades trying to avoid: a direct, devastating war with the United States and Israel.
Second, the war exposed the limitations of American military deterrence.
For years, Washington and Jerusalem relied on the threat of military action to discourage Iran from crossing the nuclear threshold. As long as that threat remained theoretical, Tehran had to consider the possibility that pursuing nuclear weapons would trigger an overwhelming American response. Once the United States actually attacked, the calculation changed.
The war demonstrated America's extraordinary ability to destroy Iranian infrastructure. But it also demonstrated that military superiority does not necessarily translate into strategic victory. Iran did not surrender. Its political system survived. Its nuclear ambitions were not necessarily eliminated. And Washington discovered that even overwhelming military power could not guarantee the political outcome it wanted.
The threat of military force was once a powerful instrument of uncertainty. After the war, Tehran has a much clearer understanding of both American capabilities and their limitations.
Third, the war strengthened the strategic argument for acquiring nuclear weapons. This may be the most damaging consequence of all.
For years, opponents of nuclear weaponization within Iran could argue that crossing the nuclear threshold would invite a devastating American or Israeli attack. But that attack has now happened, despite Iran not possessing nuclear weapons.
The argument that nuclear restraint protects Iran from war has therefore become considerably harder to sustain. Those advocating a nuclear deterrent can now point to the destruction inflicted on Iran and argue that conventional capabilities, regional proxies, and nuclear ambiguity were insufficient to prevent an attack. Their conclusion could be straightforward: Iran needs a nuclear deterrent not to start a war, but to prevent another one.
That does not mean Tehran has already decided to build nuclear weapons. But it means the internal strategic argument in favor of doing so may be stronger than at any previous point. The increasingly explicit public statements by senior Iranian regime officials about the need to develop nuclear weapons only reinforce this assessment.
Fourth, the war has made a comprehensive nuclear agreement much more difficult and expensive. Before the war, negotiations could focus primarily on enrichment, sanctions relief, inspections, and verification. Today, any serious agreement must also address the consequences of the war itself.
Iran is unlikely to agree to major nuclear concessions without meaningful guarantees against renewed military attacks, access to frozen funds, the ability to export oil, and an acceptable arrangement regarding the Strait of Hormuz.
And this is where the strategic paradox becomes particularly striking. The United States may now have to make substantial concessions on Hormuz simply to create the conditions for negotiations over Iran's nuclear program. In other words, Washington could find itself sacrificing leverage over the Strait of Hormuz to preserve the possibility of preventing a nuclear-armed Iran.
Even then, there is no guarantee of success. The level of distrust is unprecedented, and Tehran has every reason to question whether any American commitment would survive another change of administration.
Fifth, the midterm elections demonstrated that Iran possesses a powerful means of deterring future American military action without nuclear weapons.
The disruption of global energy markets and the economic consequences of the war have imposed substantial political costs on the Trump administration. From Tehran's perspective, the Democratic victory provides evidence that Iran can influence Washington's strategic calculations by making a prolonged confrontation economically and politically unsustainable.
This is an important lesson for every future American president. The United States can inflict enormous destruction on Iran. But Iran can also impose costs on the American economy and the global energy system that Washington may find politically unacceptable.
Imagine how much more complicated this calculation would become if Iran also possessed nuclear weapons.
And this brings us to North Korea.
In 1994, the Clinton administration seriously considered military action against North Korea's nuclear facilities. But Washington understood that even a successful strike could trigger a devastating war on the Korean Peninsula.
The administration ultimately chose diplomacy and reached an agreement that temporarily froze important elements of North Korea's nuclear program.
That agreement eventually collapsed, and North Korea went on to acquire nuclear weapons.
The lesson is not that Iran and North Korea are identical. They are not. The lesson is that a state capable of imposing unacceptable costs on the United States can severely constrain Washington's military options, even when America enjoys overwhelming conventional superiority.
Iran has now demonstrated that it can impose such costs through its geographic position, its ability to disrupt energy markets, and its capacity for regional retaliation.
If Tehran eventually adds nuclear weapons to that equation, the American dilemma will become even more severe. The United States could find itself facing the same fundamental choice it has confronted with North Korea: tolerate a nuclear-armed adversary and rely on deterrence and containment, or attempt to eliminate its nuclear capabilities through a war whose consequences could be catastrophic.
And here lies the ultimate irony. A war launched in part to prevent Iran from acquiring nuclear weapons may have removed a leader who opposed weaponization, weakened the credibility of military deterrence, strengthened the arguments of Iranian nuclear hardliners, made diplomacy more expensive, and demonstrated the enormous political costs of another military confrontation.
The war did not make an Iranian nuclear bomb inevitable. There are still significant technical, political, and strategic obstacles, and Tehran may ultimately choose not to cross the threshold. But it may have made the decision to acquire nuclear weapons more attractive to those responsible for Iran's national security.
We may eventually discover that the most damaging consequence of the war was not that it failed to eliminate Iran's nuclear threat, but that it helped convince Tehran that nuclear weapons are the only reliable guarantee against another war.
That would be a devastating outcome for a military campaign intended to prevent precisely that scenario.
#Iran
#IranWar
#NorthKorea
North Korea is testing new weapons systems at twice the pace of President Donald Trump’s first term, ranging from missiles designed to strike the US and its allies to anti-aircraft systems bloomberg.com/news/articles/…
DiveBombTrading retweeted
CHINA’S CENTRAL BANK EXTENDED ITS GOLD-BUYING STREAK TO 24 CONSECUTIVE MONTHS IN OCTOBER, WITH CENTRAL BANKS COLLECTIVELY PURCHASING A NET 321 TONS IN Q3, THE HIGHEST SINCE LATE 2024, WHILE SILVER GAINED 1.7% TO $52.82 AN OUNCE
DiveBombTrading retweeted
Iran’s Supreme National Security Council Secretary, Mohsen Rezaei:
The war on Iran has already wrecked the US government. But Washington flails like a desperate gambler. FOLD YOUR HAND.
STOP manufacturing FAKE NEWS about imaginary talks. Stop denying the West Asian NEW ORDER.
Time to SURRENDER to the seven conditions Iran has repeatedly set out.
DiveBombTrading retweeted
Enhanced force protection measures are now in effect at RAF Lakenheath and RAF Mildenhall in England, a US official says, following unexpected US Air Force aircraft movements out of Mildenhall - TWZ
DiveBombTrading retweeted
BREAKING: Iran directly rejects Trump's new claim of positive momentum toward ending the war and now demands a total US surrender.
"Stop manufacturing fake news about imaginary talks. Stop denying the new order in West Asia," SNSC Secretary Rezaei says.
"It is time to surrender to the seven conditions that Iran has repeatedly set out."
"The war has already wrecked the US government. But Washington is flailing like a desperate gambler."
DiveBombTrading retweeted
Crude falling nearly $30/bbl over the past ~week makes it much easier for Trump to talk nonchalantly about perpetuating the status quo.
Iran seemingly less so.
But it’s still a game of siege chicken.
DiveBombTrading retweeted
Following the unusual movements of aircraft today from RAF Mildenhall, a joint U.S. and British airbase in the United Kingdom, with U.S. Air Force aerial-refueling tankers and other military assets being repositioned to secondary bases across Europe, a U.S. official has told The War Zone, “Enhanced force protection measures are in effect across RAF Lakenheath and RAF Mildenhall.”
DiveBombTrading retweeted
Iraq to reopen Sheeb border crossing with Iran Tuesday morning after completing technical requirements: state news agency
DiveBombTrading retweeted
Costco spots a recession before economists do.
When members shift from beef to chicken, then to canned tuna, something in the economy is bending.
You don't need a model. You need a checkout counter and millions of members with long memories.
DiveBombTrading retweeted
Agreement with Trump on whether Attacking Iran was "one of the greatest things he ever did."
Republican GCB voters:
Strong Agree: 35%
Somewhat Agree: 31%
Somewhat Disagree: 19%
Strongly Disagree: 8%
Democrat GCB voters:
Strong Agree: 2%
Somewhat Agree: 4%
Somewhat Disagree: 10%
Strongly Disagree: 81%
Voters Disagree 64% to 31% That Attacking Iran Was One of the Greatest Things Trump Ever Did.
(Fielded 10/28-10/29)
thehonestpoll.com/polls/vote…
DiveBombTrading retweeted
BREAKING: Vanderbilt University urges students & staff to shut down university devices & disconnect from campus Wi-Fi amid an active cybersecurity incident.
DiveBombTrading retweeted
JUST IN: 🇺🇸 Senate Democrats prepare to impose 10% cap on credit card interest rates.
DiveBombTrading retweeted
UPDATE: This is what the coasts of the Persian Gulf now look like. Unreal! The oil pill from tankers being hit regularly is drifting to shores and beaches across the Gulf now.
#Hormuz #Oman #UAE #Iran
DiveBombTrading retweeted
See tweets following this from @AlArabiya_Brk for the details of the latest news to crush crude prices.
Supposedly
- arrangements for the return of IAEA inspectors
- US allowing domestic enrichment up to 3.67% (Iran reportedly agreed)
- Looking for third party country to facilitate reduction of HEU
- US seeking 60% reduction of enriched uranium
- US to release $6-9 bn in Iranian assets if deal made
- Hormuz would open and blockade would be dropped immediately
We've been here before. Previously fell apart on sequencing and Iran's role in Hormuz, but Iran also now seems to have given up some of the Hormuz ask.
مصادر العربية: مقترح قطري باكستاني يعيد إحياء مسار المفاوضات الجدية بين واشنطن وطهران #العربية_عاجل
DiveBombTrading retweeted
BREAKING: CIA Director John Ratcliffe and Director of National Intelligence Jay Clayton briefed the Gang of Eight on highly classified plans on Iran today.
The Gang of Eight is briefed only in extraordinary circumstances, with the last such briefing on February 24, four days before the war began.
"The briefing was primarily about Iran," Jeffries says.
































