Author Topic: $120 a barrel  (Read 64891 times)

Offline CptTrips

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Re: $120 a barrel
« Reply #90 on: March 11, 2026, 10:56:24 AM »
I don't always agree with Andrew but this is a good article.  Comes close to my sentiment but I don't think he will take an off-ramp. 
This guy will double down on stupid.

https://www.nationalreview.com/2026/03/trump-prepares-his-iran-off-ramp/


The Japanese thought their sneak attack had finished things too.  It was just the beginning.  Nothing is decided in one attack. 

Unless you use nukes. ;)
« Last Edit: March 11, 2026, 11:08:06 AM by CptTrips »
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Offline Eagler

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Re: $120 a barrel
« Reply #91 on: March 11, 2026, 11:52:19 AM »
I think if they thought they could get away with it they would...

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Offline CptTrips

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Re: $120 a barrel
« Reply #92 on: March 11, 2026, 12:08:22 PM »

"Iran is exporting more oil through the Strait of Hormuz than before the war, showing it is in control of a strategic waterway that it has closed off to the rest of the region’s oil producers." - WSJ

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Offline Lazerr

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Re: $120 a barrel
« Reply #93 on: March 11, 2026, 02:30:40 PM »
"Iran is exporting more oil through the Strait of Hormuz than before the war, showing it is in control of a strategic waterway that it has closed off to the rest of the region’s oil producers." - WSJ

How are they controlling a water way without ships?

Offline CptTrips

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Re: $120 a barrel
« Reply #94 on: March 11, 2026, 02:37:33 PM »
How are they controlling a water way without ships?

Drones.
Mines.  Apparently some amount have already been laid.
Merely the threat of either. 
It's a narrow gap. A couple of guys with an inflatable zodiac and an RPG can make themselves famous.  It turns out tankers full of petroleum are flammable.  Weird.

They've already hit 3 tankers.

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Offline Lazerr

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Re: $120 a barrel
« Reply #95 on: March 11, 2026, 03:27:56 PM »
Drones.
Mines.  Apparently some amount have already been laid.
Merely the threat of either. 
It's a narrow gap. A couple of guys with an inflatable zodiac and an RPG can make themselves famous.  It turns out tankers full of petroleum are flammable.  Weird.

They've already hit 3 tankers.

Wouldn't simple common sonar be able to find these mines?

Smart thing to do would be try to blockade it a little and regulate who passes.. its only 30 miles wide.

Offline CptTrips

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Re: $120 a barrel
« Reply #96 on: March 11, 2026, 03:45:08 PM »
Wouldn't simple common sonar be able to find these mines?

Smart thing to do would be try to blockade it a little and regulate who passes.. its only 30 miles wide.

I dunno, but they better do something quick.

Market needs about 100-130 ships through there a day for normal flow.

"Traffic through the strait of Hormuz remains minimal, with just two crude and product tankers sailing through today and only one making the transit the day before, compared with a historical average of 138 ships per day."
https://www.argusmedia.com/en/news-and-insights/latest-market-news/2799728-traffic-through-hormuz-remains-minimal

Don't know why this wasn't foreseen and planned for.
Did anyone NOT think they would close the Straight?
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Offline Busher

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Re: $120 a barrel
« Reply #97 on: March 11, 2026, 04:49:08 PM »
I dunno, but they better do something quick.

Market needs about 100-130 ships through there a day for normal flow.

"Traffic through the strait of Hormuz remains minimal, with just two crude and product tankers sailing through today and only one making the transit the day before, compared with a historical average of 138 ships per day."
https://www.argusmedia.com/en/news-and-insights/latest-market-news/2799728-traffic-through-hormuz-remains-minimal

Don't know why this wasn't foreseen and planned for.
Did anyone NOT think they would close the Straight?

Foresight and thought from YKW. Do I detect a note of sarcasm?

I think he also said that it's almost over. Horrendous damage has obviously been done but I wonder how you defeat an idea. To loosely plagiarize a name from history, I believe we have awakened a formidable enemy and filled him with a terrible resolve.
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Offline AKIron

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Re: $120 a barrel
« Reply #98 on: March 11, 2026, 05:02:33 PM »
waaaaaaaaaa
Here we put salt on Margaritas, not sidewalks.

Offline CptTrips

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Re: $120 a barrel
« Reply #99 on: March 11, 2026, 05:16:04 PM »
They knew it wasn't likely to work a week before they pulled the trigger.



The regime isn't going anywhere without boots.

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Offline Eagler

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Re: $120 a barrel
« Reply #100 on: March 12, 2026, 06:57:52 AM »
Over $90 this morning with even more tankers ablaze...

Anyone else concerned he's going to use our oil reserves to temporarily lower gas prices while in the middle of a major war...

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Offline AKIron

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Re: $120 a barrel
« Reply #101 on: March 12, 2026, 07:28:51 AM »
waaaaaa
Here we put salt on Margaritas, not sidewalks.

Offline Eagler

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Re: $120 a barrel
« Reply #102 on: March 12, 2026, 08:03:11 AM »


The US now providing shipping insurance  :headscratch:

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Offline CptTrips

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Re: $120 a barrel
« Reply #103 on: March 12, 2026, 09:05:03 AM »
The US now providing shipping insurance  :headscratch:

"If you like your shipper, you can keep your shipper."  ;)


It won't help.

Turns out people don't like getting blown up and burned alive coated in petroleum product, even if you promise to compensate them.  Weird.


The regime is still firmly in place and able to project it's power into the Straight.
Those drone can be built in peoples garages from plywood and bag of components and launched within minutes from the back of a civilian van.  They will distribute drone manufacture in a cottage-industry the way the NV did with weapons manufacturing.
https://www.cnbc.com/2026/03/12/strait-of-hormuz-closure-iran-oil-prices-mojtaba-khamenei.html


The leadership will be down in hidden caves or embedded in populated areas and moving nightly.  You'd have to terror-bomb half the cities in Iran to get them.  Collateral damage would be more than just one girl's school.

you want to protect the straight, the minimum would be a coastal invasion fan out and permanently occupy a 10 mile strip along the coast and depopulate it and hold in like a permanent Gaza Strip. I don't want to buy off on that commitment.

If you want to do the job right, and not just make a mess and have them hunker down and out-wait you, it is going to take a full scale invasion to hunt down the leadership and pull them out of spider-holes one by one like we did Saddam.
Anything less and the regimes will stay in power.  Beaten and bloody, but still firmly in power.

But that is a 500k troop commitment and we'd be there 10 years nation building.  Iran is over 3 times the size of Iraq. The regime is unpopular but not 100% hated.  There are probably 50 mil of that population that see us as enemy invaders.  That's a lot of snipers and IED waiting.

You might make the argument that is better than an eventual nuclear holocaust. 
OK, then make that argument in Congress and persuade.
If our country is going to be committed to a project of that scale, our elected representatives need the opportunity to deliberate this issue openly on the floor and take an open vote.

Don't just sleep-walk your way into another Iraq\Afghanistan step by ill-considered step.  If we go into this we need to all agree how far we are willing to go and how much blood and treasure are we willing to pour into the effort.  Now is the time to debate that.  Well two weeks ago was the time, but that horse is out of the barn.

Crude is up 52% since the start of the Special Military Operation.  If the straight isn't open and safe in a couple of weeks that is going to $120.
« Last Edit: March 12, 2026, 09:19:13 AM by CptTrips »
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Offline CptTrips

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Re: $120 a barrel
« Reply #104 on: March 12, 2026, 09:19:38 AM »
« Last Edit: March 12, 2026, 09:43:34 AM by CptTrips »
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