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Steve's avatar

#WTH: Why the endgame in Iran matters

Once again present my 3 small simple question. (Feel Free To Use Them)

1. What Do You Want?

2. How Do You Get It?

(most importantly)

3. AND THEN WHAT HAPPENS?

We humans are Very Good at Q 1. Pretty Good At Q2. Q3, Not So Much.

James Madison's avatar

First, everything in the Trump administration has to be viewed through the lens of 1980-90’s New York real estate development. Target, approach, negotiate, low ball, threaten, reverse, negotiate, demand, condemn, threaten, intimidate, undermine, slam, take … all while expressing disappointment the other side is so unreasonable.

We intend to Venezuelize Iran. We will control the oil flow (we will probably take over Kharg Island and sanctions to achieve control over the regime. That will control the limits on whatever leader emerges. We will Internationale the Horniz Strait (making it the Strait of America and run by the new UN, Trump’s Peace Council).

Ayahtollahs are likely to survive — though their power will be severely curtailed by a military or oligoply regime. They may serve as house arrested figure heads. They will be monitored closely by the next mafioso that runs the country. Real democracy is unlikely. The Trump Administration wishes for that, but they won’t require it. Trump wants:

No nuclear capability.

No support for terrorism (end Houthis, Hezbollah, etc., support)

No killing of the Iranian people.

MIGA - to be determined by the power struggle once the US and IDF has decapitated Iran’s Mullahocracy over and over and beat it into compliance.

The eventual regime will play the game — sort of. See Venezuela. Delcy Rodriquez, communist, is allowed to run Venezuela, as her power is limited and her ability to bribe/payoff her lieutenants diminishes. The Trump administration just notified her she may be indicted — and she knows what that means. We have sources inside Venezuela and Iran who will keep us informed and monitor what is being done. But NATION COACHING is different than NATION BUILDING. Americans are less likely to die, … but the results may just as unpredictable, … see Libya, Iraq.

Iran is going to be harder to understand as they are going to school on Venezuela and may think that to seem cooperative is more important than to be cooperative. So, Iran will be tricky. Also, China and Russia are more influential in Iran. They have tricks too. The IDF and US will destroy the data bases and communications capabilty of the IRG, … even if it should take a new name and “reform” as in re-form as SEPAH II. The IRG has so much vested — existentially. So, they do not go away, just rebrand.

Iran may balkanize as Kurds and Pershmegas take over the northeastern territory. They are Sunni, so this could get bloody (Kurds — ferocious). The IDF or US might provide air support to keep the peace and protect the Kurds. It is reported the border posts along the Iranian boder with Iraq’s Kurdish region were attacked by the IDF already. Allegedly weapons are flowing in.

Now what goes unsaid, but is obvious, … Iran may be chaos followed by bloodshed, followed by a strong rule, leading to performative elections staged for the westerners. The US will play along with an occassional touch on the rudder so long as NO nukes, no terrorism, no killing of demonstrators. The US under authority of the Peace Council will run Kharg Island and control both sides of the Straits of Hormuz.

Here is the important part, 15-20% of China’s oil/gas hydrocarbon comes from Venezuela and Iran, and 25%-33% passes through the Strait of Hormuz (the latter equaling 5+ million barrels a day in hydrocarbon equivalent). And the US will seek to control the critical Hormuz valve going forward — perhaps with Xi’s help as a gesture of goodwill (Trump, whatyagonna do?).

That is the prize. Win that, and the US has a lever over China that is large and difficult to replace in the next 5 years given Russian limitations. And never forget, Eastern Siberia was part of China until the Czar negotiated an “unfair” treaty with Beijing in 1858-1860. China may have the 9 dash line, but Siberia is where what it needs lies. And Eastern Siberia has enormous hydrocarbon reserves and has become a "raw material pantry" for China, reducing China's reliance on maritime energy imports.

If you are sitting in Beijing, one might ask, “Which is more important to you, seizing and possibly destroying the TSMC EUV chip capacity in Taiwan to gain some temporary advantage, or embedding yourself so deeply in Siberia that China can unfairly pressure globally unpopular Russia until Eastern Siberia becomes your protectorate. And that is Kissingerism in play. Divide Russia and China. Geopolitics, New York Real Estate Style.

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