Ground operations, as described by Dan Lamothe, suffer from a serious what then problem. The purpose of a possible invasion is to reopen the Strait. If ground forces are successful in that, what then? (1/n)

The Iran war will cement China’s superpower status ft.trib.al/Dfjn7XQ

“… Do the opposite: If they pump it, short it. If they dump it, go long…” (Financial warfare in the age of social media; next he’s going to start his own Substack blog or even a podcast)

Al final va ser la guerra y no la cooperación internacional lo que acelere la transición energética a las renovables por el miedo a los riesgos y costos en las interrupciones de suministro.

BREAKING: Brent crude oil prices officially surge above $115/barrel. Asia's energy crisis is intensifying.

the global trading system is quietly repricing around a world where the strait of hormuz is a war zone. not a headline. the new baseline.

China has exported cargoes of diesel and other fuels to energy-starved countries across Southeast Asia over the weekend, in what appears to be a signal of support despite export curbs imposed earlier this month bloomberg.com/news/articles/…

"El mundo no se volvió más irracional. Se volvió más caro". Muy buen aporte de Alberto Ades 🇦🇷 🇮🇱 🇺🇦. Un punto, este es un trilema que no aplica a China, dónde el modelo seguridad-estabilidad es inamovible y dónde estar en él no tiene costos politicos aparentes. En momentos de "Great Power

Iran is exporting oil to China at much greater volume than before the war while Venezuelan oil continues to flow to China So much for Trump's 5D chess to choke off Chinese energy supply

❗"China has been providing Iran with targeting coordinates on U.S. military forces and equipment" What are the chances that Chinese or Russian GEOINT allowed Iran to destroy the E-3 Sentry at PSAB?

My war, your bill: White House Pres Secretary Karoline Leavitt says President Donald Trump is "quite interested" in asking Arab nations to pay for the US-Iran war. "It’s an idea that I know that he has, and something that I think you’ll hear more from him on," she says.

Eso de proveer un bien público como la seguridad como hegemon del sistema internacional que lo haga otro… yo te cobro por los daños que yo mismo hice que te ocasionaran.

When this war broke out, the oil market had some cushion built into it, namely a large amount of oil on the water. Demand was still somewhat on the lower side, given the time of year. States could draw on inventories. SPR releases could absorb some of the price impact. That

Goldman Sachs on the oil options market: “… The rally has spread beyond the spot crude market, with net long options managed money positioning 50 times higher than its 10-year average as investors bought options with strikes as high as $450 a barrel…”

ITALY BLOCKS US MILITARY FLIGHTS TO SICILY BASE Italy has denied US aircraft access to a Sicilian military base, citing lack of authorization and non-routine mission status, according to reports. The decision adds strain to US-European relations as Washington pushes allies for

Un día histórico: Domingo 26 de abril, Mercado Libre presenta el Franco Colapinto Roadshow 2026 en Buenos Aires, la ciudad más linda del mundo. Lo mejor está llegando. BWT Alpine Formula One Team

Yo los metí en este problema, fíjense Uds como lo resuelven

The Strait will probably reopen sooner if the U.S. walks away from this war and washes its hands of any responsibility than if it makes the end of the war conditional on a reopening. (1/2)

Long history. In 1973, Spain, France, Italy & Greece refused basing & overflight to US planes supplying Israel. In 1986, France refused again for the Libya strike. In 2003, Turkey refused basing and blocked US troop passage through Turkey into Iraq. What allies do when disagree.

El mercado está en una fase de volatilidad tan amplia que busca señales positivas hasta en el Presidente Iraní, que tiene menos poder de decisión que un comunero.