Hektor Posted March 27 Posted March 27 18 minutes ago, ratiman said: Iran starts collecting tolls I feel this is unlikely. Not without broad international consensus as well as Iran recognizing Israel and signing a peace treaty with it.
Gamecock-YT Posted March 27 Posted March 27 2 hours ago, rogermunibond said: I get a feeling that the inflation/supply shock from the SoH shutdown is going to be much bigger than many in the West are predicting. The US has largely not paid attention to what is going on with basic petrochemical feedstocks and chemical derivatives in Asia. Also, looking for signs that diesel, gasoline, kerosene shortages are hitting Asia. Bangladesh, Philippines, Japan, SK, all have reports of shortages. Or agricultural co-ops, municipal fleets etc having fuel tenders for fleet fuel supply go unfilled due to shortage or high prices. Major queues for the past week+ in Thailand, lots of rural places running out of gas. Just now passed a station with only 2 of 4 pumps working and a large queue in the center of town. Seems to be a new story every day about the government trying to play catch up to the hoarding/lack of supply. They also had to abandon the price caps this week. Already stories of people cancelling their holidays here because of airline fuel surcharges or danger of transiting in the Middle East. Talks of farmers and fishermen unable to source fuel or it not being worth sourcing because their output wouldn't be worth it to purchase at current prices. I think the North Americans, in their ivory towers, are in an information bubble as to what is occurring in the rest of the world and every day this continues it will keep getting worse. https://www.theguardian.com/world/2026/mar/27/thailand-petrol-price-rising-farmers
Blake Hampton Posted March 27 Posted March 27 23 minutes ago, Gamecock-YT said: I think the North Americans, in their ivory towers, are in an information bubble as to what is occurring in the rest of the world and every day this continues it will keep getting worse. +1
Blake Hampton Posted March 27 Posted March 27 It’s a good thing we didn't cause this. Then it would really be bad.
Gregmal Posted March 27 Posted March 27 Meh. In third world shitholes everything outside that realm looks like an ivory tower. If given the choice, most wanna live in towers.
ratiman Posted March 27 Posted March 27 (edited) 2 hours ago, Hektor said: I feel this is unlikely. Not without broad international consensus as well as Iran recognizing Israel and signing a peace treaty with it. OK but who is going to stop them? The status quo was premised on US enforcing free navigation. US can't do that any longer. Who is going to enforce it? "Be generous with other people's money" and in this case the US doesn't pay the toll. The Chinese don't care, they just want to sell you an EV. Edited March 27 by ratiman
Jaygo Posted March 27 Posted March 27 1 hour ago, Gamecock-YT said: Major queues for the past week+ in Thailand, lots of rural places running out of gas. Just now passed a station with only 2 of 4 pumps working and a large queue in the center of town. Seems to be a new story every day about the government trying to play catch up to the hoarding/lack of supply. They also had to abandon the price caps this week. Already stories of people cancelling their holidays here because of airline fuel surcharges or danger of transiting in the Middle East. Talks of farmers and fishermen unable to source fuel or it not being worth sourcing because their output wouldn't be worth it to purchase at current prices. I think the North Americans, in their ivory towers, are in an information bubble as to what is occurring in the rest of the world and every day this continues it will keep getting worse. https://www.theguardian.com/world/2026/mar/27/thailand-petrol-price-rising-farmers Please keep us up to date on this. Are you planning on staying longer? just curious.
Hektor Posted March 27 Posted March 27 42 minutes ago, ratiman said: OK but who is going to stop them? 43 minutes ago, ratiman said: OK but who is going to stop them? Will the US and Israel stand by and watch when the world is funding Iran (or Iran is collecting from the world) to point weapons at Israel?
Dalal.Holdings Posted March 27 Posted March 27 The worse it is for the rest of the world, the more incentivized the rest of the world is in opening up the strait. Iran blocked two Chinese ships in the Strait...LOL, what a good "friendship". https://www.wsj.com/livecoverage/iran-war-middle-east-news-updates Quote Iran turned back two China-owned container vessels from the Strait of Hormuz in an unusual move by Tehran, which has focused its shipping blockade on countries it deems supporters of Israel and the U.S. The Gulf States have been directly attacked. The rest of the world is having their economy held hostage by the Iranian regime. I'm not sure how that bodes well for the regime. The only country happy with Iran right now is Russia.
Blake Hampton Posted March 27 Posted March 27 7 minutes ago, Dalal.Holdings said: The Gulf States have been directly attacked. The rest of the world is having their economy held hostage by the Iranian regime. I'm not sure how that bodes well for the regime. The only country happy with Iran right now is Russia. I’d bet the world is blaming the U.S. for this just as much as Iran, if not more.
Blake Hampton Posted March 27 Posted March 27 Trump makes himself pretty easy to hate. And we did elect him as our leader after all.
Dalal.Holdings Posted March 27 Posted March 27 (edited) 35 minutes ago, Blake Hampton said: I’d bet the world is blaming the U.S. for this just as much as Iran, if not more. Wrong. https://www.nytimes.com/2026/03/24/us/politics/saudi-prince-iran-trump.html Quote Saudi Leader Is Said to Push Trump to Continue Iran War in Recent Calls Crown Prince Mohammed bin Salman sees a “historic opportunity” to remake the region, according to people briefed by U.S. officials on the conversations. https://www.middleeasteye.net/news/uae-envoy-says-ceasefire-not-enough-calls-escalation-israel-us-war-iran Quote UAE envoy to US says ‘ceasefire not enough’ and calls for escalation in Iran war Edited March 27 by Dalal.Holdings
Dalal.Holdings Posted March 27 Posted March 27 https://www.wsj.com/livecoverage/iran-war-middle-east-news-updates?mod=WSJ_home_mediumtopper_pos_1 Lol, even the Europeans claim they will help to keep the Strait toll-free (after all the action is over, of course) https://www.wsj.com/livecoverage/iran-war-middle-east-news-updates/card/faced-with-realities-of-war-allies-signal-intent-to-patrol-strait-of-hormuz-gdpV9Fgtn05NZnP5Y0GE Quote At a diplomatic summit in France on Friday, foreign ministers from G7 countries signaled their interest in joining a multinational mission to patrol the Strait of Hormuz after a cease-fire is reached with Iran, though discussions are still ongoing. French Foreign Minister Jean-Noël Barrot said they were working to stand up an escort mission for maritime trade in the strait “once calm has been restored.” Canadian Foreign Minister Anita Anand said Canada, too, would consider providing assistance after a ceasefire is brokered. The shift comes despite roiling tensions between the U.S. and its European allies under Trump, and a feeling among some European officials that they’re left to pick up the pieces of a war they never wanted and one the U.S. started without consulting them.
Hektor Posted March 27 Posted March 27 1 hour ago, Dalal.Holdings said: The Gulf States have been directly attacked. The rest of the world is having their economy held hostage by the Iranian regime. I'm not sure how that bodes well for the regime. +1
Blake Hampton Posted March 27 Posted March 27 1 hour ago, Dalal.Holdings said: Wrong. We disagree then.
Dalal.Holdings Posted March 27 Posted March 27 10 minutes ago, Blake Hampton said: We disagree then. You're entitled to your own opinion, but not your own facts
Blake Hampton Posted March 27 Posted March 27 5 minutes ago, Dalal.Holdings said: You're entitled to your own opinion, but not your own facts I’d bet my entire net worth that those Saudis you're linking call Trump the world’s biggest dumbass behind closed doors. The cat’s out of the bag now, they’re just living in the world they’ve been dealt.
Blake Hampton Posted March 27 Posted March 27 I think the rest of the world has about had it with America's bullshit. I'm sure Trump has more in store for them though.
Blake Hampton Posted March 27 Posted March 27 (edited) Losing the faith the world has placed in us is probably the single most stupid thing our country could do, which of course is exactly what Trump is doing. Edited March 27 by Blake Hampton
Dalal.Holdings Posted March 27 Posted March 27 28 minutes ago, Blake Hampton said: I’d bet my entire net worth that those Saudis you're linking call Trump the world’s biggest dumbass behind closed doors. The cat’s out of the bag now, they’re just living in the world they’ve been dealt. You've lost it. Just spouting pure nonsense. You clearly have no idea about the longstanding rivalry and proxy wars between Iran and Saudi Arabia.
Castanza Posted March 27 Posted March 27 1 hour ago, Blake Hampton said: Losing the faith the world has placed in us is probably the single most stupid thing our country could do, which of course is exactly what Trump is doing. You’re forgetting this is politics. This isn’t your brother in law having an affair in your sister and the family now disowns him forever. Look at the last 100 years and how much relationships between countries have ebb and flowed. Politics is you scratch my back and I’ll scratch yours. I’m not a Trump fan and think this is the closest we’ve come to a fascist leader. But it’s one year and a four year term in total. The relationship dynamic with all these countries will shift again once he’s out of office. Quit being so dramatic about everything. It’s embarrassing. 1 hour ago, Blake Hampton said: I’d bet my entire net worth Are t-bills transferable?
Blake Hampton Posted March 27 Posted March 27 19 minutes ago, Castanza said: Quit being so dramatic about everything. It’s embarrassing. This is the worst energy shock in history lol. The IEA is saying it's worse than both the 1973 and 1979 oil crises combined. 19 minutes ago, Castanza said: Are t-bills transferable? Probably. Idk about the oil equities though.
Blake Hampton Posted March 27 Posted March 27 1 hour ago, Dalal.Holdings said: You've lost it. Just spouting pure nonsense. You clearly have no idea about the longstanding rivalry and proxy wars between Iran and Saudi Arabia. Trump has lost it. You may not realize it yet, but he's gambling with your future. But who better to take the risk than a narcissistic, silver-spoon, 79-year-old billionaire moron?
Dalal.Holdings Posted March 27 Posted March 27 36 minutes ago, Blake Hampton said: Trump has lost it. You may not realize it yet, but he's gambling with your future. But who better to take the risk than a narcissistic, silver-spoon, 79-year-old billionaire moron? This is the Energy Sector for discussions related to Energy. I think you're looking for the Politics Thread.
Dalal.Holdings Posted March 27 Posted March 27 46 minutes ago, Blake Hampton said: This is the worst energy shock in history lol. The IEA is saying it's worse than both the 1973 and 1979 oil crises combined. Probably. Idk about the oil equities though. Do you listen to the IEA to tell you what to think about the world? In the 1970s, every Arab country refused to sell oil to Western countries. In the 1970s, the U.S. was not a net fossil fuel exporter like it is today. If you really cared to think about it, you'd realize the situation is very different today
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