Boise_Idaho [null/void, any]

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Cake day: January 8th, 2024

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  • I don’t think it’s meaningful to speculate on what red lines Iran (or any other country for that matter) has. Since misdirection, deception, and subterfuge are deployed in politics and certainly during warfare which is just politics through other means, no country or party will truthfully state all of their actual red lines, especially during times of war. There’s going to be at least three categories:

    1. red lines that are publicly stated

    2. fake red lines that are publicly stated for deceptive reasons

    3. red lines that are not publicly stated but either communicated through private channels or just not revealed because revealing them would expose weakness that the red line is addressing

    Throw in “black lines” and you have an even greater clusterfuck like black lines being deceptively portrayed as red lines, red lines being deceptively portrayed as black lines, fake black lines used to bait the opposition into focusing on a fake weakness, etc, and it just all becomes completely useless from a complete outsider to speculate on.

    A recent video put out by Richard Medhurst (I think you linked that video here) demonstrates this. His analysis is that the US actually doesn’t want the strait to reopen. The US demanding that the strait reopen or else is the fake red line. The real red line Iran could cross would be Iran reopening the strait and charging a low enough toll that shippers won’t leave WANA for the US.

    His analysis also suggests that ceasefire talks are worthless because Iran could simply take the initiative and reopen the strait to select shippers instead of waiting for another party that pretends to care about reopening the strait but actually doesn’t want the strait to be reopen in the first place. I think this is a much stronger argument of the ceasefire being a waste of time.








  • War is a continuation of politics through other means:
    https://xcancel.com/m4h007/status/2042145757722243147

    There are many accounts (especially Axis of Resistance types) claiming Iran made a significant mistake to accept negotiations.

    But war is a continuation of politics, only through other means. At some point, Iran will have to translate its military wins into political gains.

    It would be valid to say Iran should not accept negotiations based on US terms.

    But it defies basic logic to say Iran shouldn’t even accept negotiations based on its own terms. How’s it going to consolidate its military gains otherwise?

    This is particularly the case with respect to the sanctions regime that has been put in place against Iran. These sanctions aren’t necessarily monetary. Many are legal restrictions that deny access to most basic services. For years, IEEE membership was an issue for Iranians. These sanctions aren’t just for dealing with US. Many prohibit third country entities from dealing with Iran, or else lose access to US.

    If Trump is reneging on the terms, that’s a signal. But it’s not a signal that was available before accepting to negotiate.

    Trump has consistently demanded terms that are nothing but capitulation. Accepting Iran’s terms even as a ruse is still a major concession. It automatically sets the baseline expectation moving forward.

    I personally don’t believe Trump is anywhere near accepting Iran’s terms. His reneging shows that.

    Furthermore, I don’t believe he has the political capital in order to make such concessions. Democrats and media are already attacking him. He needs support from Republicans, which he doesn’t have at this point.

    The acceptance of Iran’s terms will only come when economic reality in grocery stores and gas stations forces the Congress and Trump to do so.


  • https://xcancel.com/ripplebrain/status/2042242712246661589

    Here’s my best guess at what’s going on right now. Iran and Israel are in a game of diplomatic chicken, each trying to fracture the other’s military coalition. The Israelis want to either continue the broader war or reduce it in scope by forcing the Iranians to abandon Hezbollah. The Iranians are attempting to exert pressure on the US to restrain Israel and withdraw from the war, while trying to isolate Israel internationally.

    Much of the commentariat on here is focused on the Iranians ‘revealing their weakness’ by not immediately launching a counterattack on Israel. This doesn’t make much sense to me. The Iranians almost immediately played their strongest non-escalatory card by re-closing the strait. Doing so exerts pressure on the US, not on Israel, which shows the Iranians understand the fundamental reality of the power structure they’re up against. The Israelis can only be stopped by forcing the US to restrain them, or taking huge escalatory steps that have a good chance of leading to Israeli nuclear strikes on Iran (desalination plants, energy infrastructure). The closure of the strait denies Trump any claim to a military victory and compounds the economic damage that’s already inevitable at this point.

    Meanwhile, there’s been a flurry of diplomatic activity from Iran. Spain and South Korea are making moves by reopening their embassy in Iran and sending a special envoy to Tehran, respectively. A increasingly long list of countries have made public statements over the past day demanding Lebanon be covered by the ceasefire. Araghchi has been calling everyone in the region over the past 24 hours, and the UAE has publicly condemned the Israeli strikes on Lebanon (very surprising). These are good signs for Iran, which can achieve major gains in Israel’s international isolation by capitalizing on their breaking of the ceasefire.

    Even better are the signs of the normalization of relations with the rest of the world. If this continues, it’ll demonstrate how fundamentally effective the Iranian strategy has been in this war. If they can secure broad international recognition of their right to control and impose tolls on passage through the strait, it’ll be a massive victory. The continued closure of the strait, which the Iranians have made clear is the fault of Israel, will drive a wedge into the coalition currently fighting Iran.

    The Iranians have made dozens of statements asserting they will not abandon Lebanon. And I don’t think it’s politically tenable (internally) for them to do so even if they wanted to. The Israelis aren’t doing particularly well in their ground war against Hezbollah either.

    So we’ll have to wait to see how this plays out. It’s not impossible that the Iranians are in a weakened position, or that they’ll lose their nerve. But I don’t see any reason to assume this is the case as long as the strait remains closed. The current situation is a pressure cooker for the US/Israeli relationship, and the American relationship with the rest of the world. Iranian patience makes sense here.

    Even if the US, Israel, and mediators like Pakistan are entirely perfidious and only negotiating in bad faith, the Iranians have potentially enormous diplomatic gains to make here. It would be foolish and premature not to take advantage of the situation just to bomb Israel a day or a week earlier. The Israelis can take more bombing and survive. A full, long-term strategic defeat of Israel is only possible through the destruction of its relationship with the rest of the world, which is well underway.








  • US bases and irreplaceable AD assets destroyed ✅️

    This alone is a major victory for Iran and the rest of humanity. And no amount of doomer speculation about Iran’s alleged botching of the ceasefire will change this. Make no mistake, the vassals in East Asia and Southeast Asia are taking notes. The Philippines, one of the most rabid US “allies” within SEA and part of the island chains to encircle China, have already resumed talks with China. They were escalating hostilities with China, but Iran showed the world how fast the US will throw their vassals under the bus.

    Iran still controls Strait of Hormuz ✅️

    Iran closing the strait also pushed the Philippines to begin talks with China over oil and gas development in the SCS. And this is just one country in SEA.