Image is from this article, of a Chilean copper quarry.
Title is a reference to Trump's social media post about copper, which was, as usual, mostly deranged.
Trying to follow Trump's administration is pretty difficult, but as of right now, he is threatening 30% tariffs on Mexico and the EU starting on August 1st, as well as new tariff announcements on a bunch of other countries (including, bizarrely, a 50% tariff on Brazil), and also apparently a 50% tariff on copper, which the US imports half its supply of and is, of course, a very important metal in many applications.
I'm not sure what the plan is to bring back domestic copper production beyond hoping that it just sorta works out, but prominent copper producers, such as Chile and Canada, seem both concerned and confused. Reuters had a line that made me chuckle:
Boric said he was awaiting official communication from the U.S. government, including whether the tariffs would include copper cathodes, and questioned "whether this will actually be implemented or not."
Big mood, Boric.
Last week's thread is here.
The Imperialism Reading Group is here.
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The bulletins site is here. Currently not used.
The RSS feed is here. Also currently not used.
Israel-Palestine Conflict
If you have evidence of Israeli crimes and atrocities that you wish to preserve, there is a thread here in which to do so.
Sources on the fighting in Palestine against Israel. In general, CW for footage of battles, explosions, dead people, and so on:
UNRWA reports on Israel's destruction and siege of Gaza and the West Bank.
English-language Palestinian Marxist-Leninist twitter account. Alt here.
English-language twitter account that collates news.
Arab-language twitter account with videos and images of fighting.
English-language (with some Arab retweets) Twitter account based in Lebanon. - Telegram is @IbnRiad.
English-language Palestinian Twitter account which reports on news from the Resistance Axis. - Telegram is @EyesOnSouth.
English-language Twitter account in the same group as the previous two. - Telegram here.
English-language PalestineResist telegram channel.
More telegram channels here for those interested.
Russia-Ukraine Conflict
Examples of Ukrainian Nazis and fascists
Examples of racism/euro-centrism during the Russia-Ukraine conflict
Sources:
Defense Politics Asia's youtube channel and their map. Their youtube channel has substantially diminished in quality but the map is still useful.
Moon of Alabama, which tends to have interesting analysis. Avoid the comment section.
Understanding War and the Saker: reactionary sources that have occasional insights on the war.
Alexander Mercouris, who does daily videos on the conflict. While he is a reactionary and surrounds himself with likeminded people, his daily update videos are relatively brainworm-free and good if you don't want to follow Russian telegram channels to get news. He also co-hosts The Duran, which is more explicitly conservative, racist, sexist, transphobic, anti-communist, etc when guests are invited on, but is just about tolerable when it's just the two of them if you want a little more analysis.
Simplicius, who publishes on Substack. Like others, his political analysis should be soundly ignored, but his knowledge of weaponry and military strategy is generally quite good.
On the ground: Patrick Lancaster, an independent and very good journalist reporting in the warzone on the separatists' side.
Unedited videos of Russian/Ukrainian press conferences and speeches.
Pro-Russian Telegram Channels:
Again, CW for anti-LGBT and racist, sexist, etc speech, as well as combat footage.
https://t.me/aleksandr_skif ~ DPR's former Defense Minister and Colonel in the DPR's forces. Russian language.
https://t.me/Slavyangrad ~ A few different pro-Russian people gather frequent content for this channel (~100 posts per day), some socialist, but all socially reactionary. If you can only tolerate using one Russian telegram channel, I would recommend this one.
https://t.me/s/levigodman ~ Does daily update posts.
https://t.me/patricklancasternewstoday ~ Patrick Lancaster's telegram channel.
https://t.me/gonzowarr ~ A big Russian commentator.
https://t.me/rybar ~ One of, if not the, biggest Russian telegram channels focussing on the war out there. Actually quite balanced, maybe even pessimistic about Russia. Produces interesting and useful maps.
https://t.me/epoddubny ~ Russian language.
https://t.me/boris_rozhin ~ Russian language.
https://t.me/mod_russia_en ~ Russian Ministry of Defense. Does daily, if rather bland updates on the number of Ukrainians killed, etc. The figures appear to be approximately accurate; if you want, reduce all numbers by 25% as a 'propaganda tax', if you don't believe them. Does not cover everything, for obvious reasons, and virtually never details Russian losses.
https://t.me/UkraineHumanRightsAbuses ~ Pro-Russian, documents abuses that Ukraine commits.
Pro-Ukraine Telegram Channels:
Almost every Western media outlet.
https://discord.gg/projectowl ~ Pro-Ukrainian OSINT Discord.
https://t.me/ice_inii ~ Alleged Ukrainian account with a rather cynical take on the entire thing.
Interesting reporting coming from both the Financial Times and Washington Post today.
Financial Times
Washington Post
So TLAMs (Tomahawk Land Attack cruise Missiles) are up for consideration for Ukraine, but currently not being sent. More ATACMS are likely on the way, to supplement the current 18 ATACMS missiles Ukraine has. No mention of JASSM or JASSM-ER air launched stealth subsonic cruise missiles or PrSM ballistic missiles, or SM-6 in a surface to surface role. JASSM is interesting because the US could send the shorter range older variants for now, as a test run of sort, and there are many of these in the stockpiles likely set to expire soon.
The point about Trump getting to see the effectiveness of US military power in Israeli and US airstrikes on Iran is something very much overlooked. Part of the Trump right wing is full of useful idiots and grifters that don't understand basic science, think that the weather is controlled by the CIA, that F-35s don't work, don't understand stealth technology, vastly understate US military capabilities as the US military was "destroyed by woke", etc. Laura Loomer, Matt Gaetz, Marjorie Taylor Greene, Tucker Carlson, Tulsi Gabbard and Pete Hegseth to an extent, etc. Those kind of grifters. They got shut down and shut out in real time, and now Marco Rubio and US Military Generals are in with Trump, given the events of the past few weeks, they essentially proved themselves to Trump. One could say that Rubio is effectively president here. This is very concerning, an emboldened Rubio, Trump, and US Military may choose to throw their weight around on other issues and in other theatres.
Someone at the White House is a posadist
This is unhinged. If Ukraine hits Moscow Russia will no longer have any motivation to hold back and Ukraine will cease to exist. Absolutely death cult idea. Which is exactly what makes it so believable
Ukraine has already hit Moscow, multiple times. But crucially, with Ukrainian made and operated weapons, mainly Ukrainian one way attack drones and cruise missiles. Germany just financed the manufacturing of 500 such weapons, speculated to be AN-196 Liutyi one way attack drones that will be operational at the end of this month. The big difference would be US made, and operated to an extent, weapons being used to hit Moscow. That would be the large escalation. But although this is under consideration, these weapons haven't been sent yet.
As for Russia holding back, yes Russia hasn't given every male between the ages of 18-35 a gun and forced them into the trenches in Ukraine, and haven't turned every factory into a tank factory, a full existential wartime state. But is this a feasible option? And yes Russia has not used nuclear weapons. But what would the repercussions of such a move be? I think if Russia goes nuclear, even with tactical nuclear weapons, India and China would not be impressed, to say the least.
Russia has definitely been holding back for most/all of this conflict, and they have quite a few options before it reaches "arm every male between 18 and 35" or nukes. As Z_poster said they haven't engaged in widespread bombing of civilian infrastructure like the Americans have done time and time again, they haven't attempted decapitation strikes after the first attempt to seize Kiev, they've used weapons like Oreshnik in limited demonstration strikes but nothing more. I believe Russia has options for escalation beyond jumping straight to mass mobilization or nuclear weapons
Russia has not decimated Kiev in the way that Baghdad was destroyed. Neither have they pursued decapitation strikes against political targets. Russia could do both, yet they restrain themselves.
I don't know if decapitation strikes would even be in the Russian government's best interest. By now, the current Ukrainian government decisionmakers are known quantities to the Russian government, they're very predictable. They're also amassing morale problems as Ukrainian citizens question their leaders' competence. Why risk replacing ineffective and unpopular leaders with potentially effective and popular ones?
Given internal security issues in Russia, I don't think opening the Pandora's box of going after politicians with decapitation strikes would be a wise move. For now, both sides stay largely clear of this. Russia could kill Zelenskyy, but what would the consequences be?
Russia could send 1000 Gerans/Shaheds, along with cruise missiles and ballistic missiles, to a Ukrainian city and concentrate on bombing population centres that way. Russian aircraft are not going to be flying over the Ukrainian capital soon, so thats the option available to Russia. But what would that accomplish militarily? I guess this option for Russia acts as deterrence that prevents Ukraine and NATO for launching large scale drone attacks on Moscow, which many Ukrainian politicians likely want to do.
surely Russia has plenty of non-nuclear but extremely devastating rockets in their arsenal, no? What happened to the Oreshniks?
Oreshnik is a ballistic missile that uses multiple warheads consisting of cluster munitions (six seperate re entry vehicles with six cluster munitions each, for 36 munitions total), designed for a specific target set, wide area time sensitive targets such as airbases filled with aircraft and sensitive equipment for example. It's also likely very expensive and limited in numbers. Does Ukraine have a target that justifies the use of this weapon militarily and beyond the shock value of the footage? Oreshnik is more to deter NATO than to bomb Ukraine.
Absolutely not, this is why the DPRK alliance was crucial. China looks at Russia funny like that and they got 3 nuclear armed hostile countries near their borders.
India though is pretty much irrelevant in the long term, like they're literaly the #2 region to get fucked by climate change just second to Africa.
Trump accusing Kamala of starting WWIII and here we are.
Y'know, I wouldn't exactly consider US military command to not be grifters, given the whole history of US military procurement, and I'm not sure why we should consider them to be significantly smarter than the typical US politicans given the performance of the US military in, like, everything since WW2? It isn't '91 anymore, the guys "understating" capabilities may well be right for the wrong reasons (like, the military facing a recruitment crisis is objective fact, and is already having effects - but it's obviously not because of "woke").
Does the Tomahawk have ground-launch capability? From what I read, there was the old Gryphon system from the Cold War, but that was dismantled as per the INF treaty, and more recently, with the INF becoming irrelevant - the Typhon system, but that was only introduced in 2023, and there's still just a handful of them around so none are going to Ukraine. Tomahawks don't have air-launch capability either, so... this is entirely irrelevant to Ukraine?
The same applies to the SM-6, although that one has an air-launch variant in development, but only the F/A-18E/F seems to be capable of carrying it, and it's too fresh of a system to send to Ukraine. So again, not relevant.
JASSMs could work, but how likely is it that Ukrainian F-16s could actually manage to successfully launch them? Just recently an F-16 went down down while doing air defense, has the F-16 fleet been able to fly any particularly extensive bombing missions?
Do we have precise numbers on how many ATACMS were sent until now? The Ukrainians did manage to destroy some air-defense systems and planes with them, but how effective that counts as really depends on the numbers they expended for such results. What I could find was "at least 500", which they have mostly expended by now. The Russians have also shown themselves to be capable of both intercepting ATACMS, and efficiently destroying the launchers themselves, so again - if the Ukrainians receive them, could they actually perform more than a handful of effective attacks with them before their launchers get tracked down and got?
The PrSM has been in service for a year-and-a-half, I highly doubt they'd send something this new. It literally just entered mass production, and the numbers for it up until now that I could find seem to be 42 (in 2023) + 110 missiles (2024), and some proportion of the 230 planned for 2025 - so, let's call it ≈270 up until July of 2025, and some of these would have been used up in testing and military exercises. Hardly a sufficiently large stockpile for the US to start handing these out willy-nilly, and the more advanced Increment 2 phase of the procurement process has already been delayed once.
The Typhon launchers you mentioned + Rouge Fires (four wheeled unmanned ground vehicle capable of launching a single TLAM) can launch TLAMs. Though the Marines cancelled the TLAM capable Rouge Fires.
The key part of the Typhon is the Mk 70 Payload Delivery System, which is a large shipping container containing four Mk 41 Vertical Launch System canisters, the same VLS used to launch TLAMs from inside guided missile destroyers/cruisers, but inside a shipping container. The US equivalent to the Russian Club-K system, but a lot bigger. The Mk 70 containers are also designed to be deployed on the rear decks of littoral ships to give them TLAM capability. Sending a bunch of Mk 70 containerised systems to Ukraine is not a complicated endeavour, should the decision be made. Some Mk 41 VLS canisters could also be given standalone, the US conducted a ground launched TLAM test right after exiting the INF treaty with some standalone Mk 41 VLS canisters. If Ukraine were to get SM-6, it would be launched from Mk 41 VLS canisters, they don't have the aircraft to launch them, as you said. The anti ship version of the JASSM, the LRASM, can also be launched from Mk 41 VLS canisters.
JASSM launches should possible, if Ukraine can launch Storm Shadow/SCALP-EG cruise missiles from Su-24s, they can launch JASSMs from F-16s. High altitude launch from the rear lines while being escorted by other aircraft with anti radiation missiles to suppress ground based air defence. F-16s, along with MiG 29s and Su-27s, have been used for low altitude frontline bombing runs with glide bombs and rocket assisted bombs (GBU-39s for the F-16 in particular), the aircraft approaches at low altitude, quickly climbs, lobs the bombs, and quickly descends. High risk missions and the maximum range of the bombs is quite limited. The F-16s have been doing this for months, and one aircraft has been lost to Russian ground based air defence. Two other F-16s have been lost on air defence missions, and one was lost to friendly fire.
ATACMS, exact numbers are unknown. However, by the time Ukraine was allowed to strike into internationally recognised Russian territory by the Biden administration, they had already expended the vast majority of ATACMS, and only had around 50-60 left. They only have 15-20 left now. The concern is that more ATACMS are delivered, without any restrictions.
Fully agree with you on PrSM, I think it's quite unlikely. But the hypothetical possibly is still there.
But wouldn't such systems be incredibly vulnerable? The containers themselves obviously cannot move - you need to be on a vehicle, but ships are big and not very fast-moving. Ground-based launchers are really key to allow them to reposition and conceal themselves in order to avoid being taken out by counter-battery fire, or airstrikes, or drones, or ballistics. Ships seem like they'd be sitting ducks.
The Typhon system also includes a battery operations center - I assume this is pretty important, and just the containers without all the extra stuff related to programming and commanding the missiles won't be very effective.
Sending them might not be complicated - actually getting them to the country and using them is different. The Russians have struck numerous Ukrainian ammunition sites, including some alleged strikes on Western shipments. These containers are pretty big, and would likely attract attention. I guess the idea is to commit perfidy and disguise them as regular civilian cargo, but the Russians have already struck several vessels carrying grain (according to the Ukrainians of course), so they're not above just blowing up anything suspicious.
Bringing them by sea on the whole doesn't seem likely (in fact, isn't the Black Sea extensively mined at this point, at least around the Ukrainian shore?). I guess you could try bringing them via trucks over the Romanian border, straight to Odessa or something like that? But can regular civilian-seeming trucks carry such heavy containers? The US military itself is using one of its heavier models of truck for the Typhon.
Have they inflicted much actual damage? You're not at as much risk if you're not lobbing bombs at actually important targets, and the ability of Russian infantry to keep advancing doesn't seem to indicate they're being suppressed much by bombardment.
They'd probably be lugged around on land, because of the range of the system a TLAM launched from Lviv can still hit Moscow and St Petersburg. I highly doubt that Ukraine has suitable ships to carry the Mk 70 system, the "Ukrainian Navy", if it can be called that, mainly consists of unmanned surface vessels that can be rigged with explosives, launch short range surface to air missiles, or launch drones, manned patrol boats to shoot down incoming drones, and Neptune missiles. I doubt that Russia has the capability to take out launchers on land in Lviv in a time sensitive manner though. However they aren't being sent yet (according to public information), so this is very much talking about hypotheticals. But it is very much technically possible. As for delivery, a Mk 70 container can fit in the back of a C-17 that lands in Poland, and be sent over the Polish border by land. The super heavy trucks and support vehicles/command centres from the Typhon aren't required, just need a truck that can tow the container and an energy source, and some ability to program the missile, if the goal is to shoot some missiles deep into Russia. Effectiveness would be comprised as you rightfully point out, but if the primary goal is to launch missiles into Russia, it's still doable. Throughout the war, Ukraine and NATO have been willing to heavily compromise on optimal effectiveness in order to get a capability on the battlefield, which is what I'm basing my thoughts on here. Jerry rigging Storm Shadow/SCALP-EG cruise missiles to be launched from Su-24s, and HARM anti radiation missiles from MiG 29s and Su-27s as escorts, is in no way optimally effective for instance. But Ukraine still did it, and have at least hit things of note with these attacks, including damaging a Kilo class submarines and damaging or destroying multiple landing ships.
Ukrainian airstrikes on Russia have mainly been more of an annoyance up until now, targeting warehouses, drone operator locations, and trenches/fortified positions, but they are progressing as Ukraine gets more planes. Recently they started destroying bridges with JDAM ER glide bombs, and deploying multiple aircraft at once. The Russian response is very much "kill the archer and not the arrow", bombing Ukrainian airbases, airports, and support infrastructure during their nightly air raids. The low altitude attack vector limits the kind of airstrikes Ukraine carry out, but it also limits Russian ground based air defences ability to shoot down Ukrainian aircraft. If Russia wants to shoot down Ukrainian strike packages directly, Russian fighter jets are going to have to get closer to the line of contact and engage in closer range fights, with R-77 missiles at least. Launching R-37Ms from safely within Russian controlled skies is no longer working to disrupt strikes. Ex Russian Air Force pilot FighterBomber alluded to such a few weeks ago, that Russian commanders were finally allowing the air force to engage in closer range fights (he sarcastically compared it to the moon landing in terms of significance). Russia has the capability to suppress Ukraine's efforts before the Ukrainian Air Force becomes a more serious threat (even if it means Russia taking losses now), so it would be an error to allow Ukraine to rebuild the air force.
Goddamn someone better harden his heart
I have no idea who their sources are, but it seems like something Russia would want published. Now they can easily point to direct US involvement in strikes on their capital city, which is a stark red line if I've ever seen one.
It looks like, at least for now, weapons with the range to hit Moscow are not being sent to Ukraine, but that could change at any time if the TLAMs are under serious consideration. Or if JASSM-ERs are given, or PrSMs.
My main question or worry is how would Russia respond? If the US made long range weapons are delivered to Ukraine through presidential drawdown authority (seperate from the aid deal announced yesterday, and seperate from the proposed agreement mentioned by the Financial Times), there is zero European involvement, it would be US made, operated to an extent, and funded weapons. So directly responding to Europe would be off of the table. Would Russia directly respond to the USA? As for responding in Ukraine, how would Russia escalate further beyond what is already being done or already planned?
There's obviously the nuclear option, but I can't see it being deployed.
Direct strikes on US military bases in Europe with Oreshnik or whatever. Invoke the right to self defense, and say retaliation means you will hit back even harder. Once there's nothing conventional left to use, you move to nuclear.
Russia being a weaker country means their nuclear threats must be taken more seriously simply because they have fewer options for conventional strikes.
How much can we poke the bear before a nuke flys at DC?
The "Trump is a Russian Puppet / Asset" liberals have been awfully quiet about this.
Because they like it. Trump is acting presidential as hell!
Liberals in power don’t actually believe trump is a Russian asset and traitor, or else he would have been shot and dumped in the ocean long ago. They keep up the narrative because it’s a way to pressure Trump to take more aggressive stances against Russia (and an excuse to scapegoat any failures of the Democrats to an external force). So this just vindicates their strategy, their strategy worked. Trump is being more aggressive than even Biden was, Russiagate did its job.
Expecting the libs to reverse course at this point is missing the point of the entire thing and taking their hypocrisy and cynicism at face value instead of seeing its utility.
Always funny to point out to a lib who brings up RUSHA RUSHA RUSHA that before Trump was even the pick, the Clinton campaign's internal strategy was to pied piper Trump through the primary, then their primary attack against him would be that he's a Russian asset. This was before they bought the Steele dossier, they just right off the bat said they wanted to run against Trump and call him Russian.
Imagining a Brady bunch deep fake of Trump saying rusha rusha rusha,
Same with the TACO Trump stuff. All its going to do is influence Trump to take harsher stances and actions. (See Schumer calling Trump TACO before he bombed Iran).
I think the main rhetoric is that Putin has gotten what he wanted and has now dumped Trump. This narrative will reverse as soon as convenient.
With the advent of AI video generation a pee tape just doesn’t give the same blackmail mileage it used to
Still no consensus around the effectiveness of the 12 day war with Iran. Trust me bruh
There is consensus however, that Israeli and US aircraft were able to penetrate deeply into Iranian airspace. Even if the bombs dropped on Natanz and Fordow were ineffective, a B-2 bomber still had to be right above the facility to drop the bomb. Iranian media (Fars news) is now reporting that Israel tried to assassinate the Iranian Supreme National Security Council, and by extension the Iranian President Masoud Pezeshkian, while they were in Tehran on the 16th June, similar to the assassination of Hezbollah leader Hassan Nasrallah. This means, by Iran's own admission, that Israeli aircraft were flying over Tehran within 72 hours of the start of the war and attempting to assassinate top officials.
Which is the point I'm making. Many people in the alt media space, both on the left and right, were talking about how Israeli aircraft would never penetrate Iranian airspace, that the F-35s would be shot down and were piles of rusty junk, that Iran would shoot down the B-2 bombers over the nuclear sites as the B-2 would be right above them, that striking Iranian nuclear facilities would start WW3, etc. Trump would've been listening to right wingers in his circle, like Loomer and Gabbard for instance, that thought along these lines. None of that materialised. This will embolden the warhawk and neocon faction in Trump's circle, and Trump is likely to trust them more and sideline the likes of Loomer and Gabbard.
Is it this Fars report? Because that states nothing about aircraft specifically - why are we discounting ballistic missiles here? The Tucker interview also doesn't say anything, it was just Pezeshkian repeating "it's God's will when I die" like 5 times for some reason.
The problem with this whole narrative is that we are assuming bombing in Tehran to imply complete penetration of Iranian air defense. That implication makes sense if we are assuming that Israeli planes flew from Israel, through Syria, Iraq, and then half of Iran - but with those drop tanks getting fished out of the the Caspian, and accusations that Azerbaijan allowed its airspace to be used by Israel, it might imply a different story. Interestingly, June 16th specifically had a report of drones being detected flying in from Azerbaijani airspace
But anyways, presented with amateurish Paint drawing - these two paths of attack are very different, and imply very different things about Iranian air defense. Keeping close to the Turkish border, using geographic features to avoid radar, and then going through Azerbaijan, the Caspian and finally attacking Tehran from the North only implies a penetration of that specific sector of Iran. This is still a problem for the Iranians, but nowhere near the complete collapse of their air-defense network that is implied by F-35s flying the "direct" route.
We're also still not clear on exactly what munitions were used - trying to guess vague bomb or missile shapes based on grainy footage doesn't exactly seem like sound analysis to me. Use of shorter-ranged bombs implies greater penetration of Iranian airspace - usage of longer-ranged standoff munitions and cruise missiles doesn't indicate it to the same degree.
I like your drawing of a pipe
Ce n'est pas une pipe
ce n'est pas un chemin direct vers l'Iran
I've seen some people make the same claim that the bombers flown through Azerbaijan, but I wasn't able to fully visualize what they meant until I saw your map.
That's the Fars report. We have footage of Israeli airstrikes on June 16 using earth penetrator/bunker buster munitions and it does not look like a ballistic missile attack to me, and does look similar to the footage of similar Israeli operations in Beirut. Here is the footage and images. Israel does have two air launched ballistic missiles with conventional 1000lb class warheads, a variant of ROCKS, and Air LORA. Rampage has too small a warhead, and as for Blue Sparrow/Golden Horizon, the warhead is also likely too small from publicly available images. It's possible that ROCKS missiles were used, but I find it unlikely for two reasons. We have video evidence, although not the highest quality, is conclusive enough to state that a JDAM or SPICE 2000 was dropped on Tehran on June 15th, a day before, and not a ballistic missile or cruise missile. There were also further Israeli airstrikes on Tehran, practically every day, that produced large explosions, and I don't think Israel has enough stock of air launched ballistic missiles with 1000lb unitary warheads to do the kind of bombardment that took place. Even Russia who produce hundreds of Iskander ballistic missiles a month (and get plenty of KN-23s from North Korea) don't perform such attacks. The most likely conclusion is that Israeli aircraft were flying over or very near Tehran. This is ignoring strikes in central locations like Isfahan by Israel, were an Israeli Hermes UCAV was shot down, that would require Israel to reach deep into Iran. That doesn't mean Israel had complete air superiority over all of Iran of course, they were only able to bomb Yadz after the USA got involved for instance. But the western half of Iran and Tehran saw intense bombardement.
That June 16th article cites an Iranian/Russian telegram with no evidence provided. A more likely explanation is using gaps in ground based radar coverage from the mountains in that region of Iran towards the Caspian sea, than flying over Azerbaijan. There were a few Israeli airstrikes in Mashhad that likely used the route over the Caspian sea.
I just think that the most likely explanation is the true one. We can come up with reason after reason, that gets more and more unlikely about why Israeli aircraft weren't actually over Iran, or we can accept that Iranian air defences performed poorly, and only managed to shoot down a handful of MALE UAV and UCAVs.
At no point did I assert that no Israeli planes were ever over Iran, in fact the bulk of my post was arguing that there definitely could have been, just via a different route. It was specifically about the June 16th attack that I questioned the planes. We don't know if the attacks portrayed on that video are the same attacks that the Fars report is about.
And ballistic missiles being used doesn't imply that literally every strike was ballistic missiles. It could have been a combination of missiles and bombs - it's the proportion which matters. Again, I'm not denying that there were bombs dropped, but every strike being an F-35 flying directly overhead is a very different thing from, say, 60% being that and the rest being missiles, or some other ratio.
See, this is my problem, which I brought up in my original comment - "trying to guess vague bomb or missile shapes based on grainy footage doesn't exactly seem like sound analysis to me"! The evidence in question?
The conclusion of this being a JDAM or SPICE is by the OSINTer in question (and I feel like the whole past several years should have really taught us to take these guys with a grain of salt). But I'm not really seeing the frontal fins or little rear wings of a SPICE (but depending on the angle, we wouldn't see the wings anyway, and the fins might well be not visible at this resolution...):
A GBU-31 seems more likely, there seemingly is the wider central portion, but again, at this video resolution, actually determining the exact shape of the projectile is iffy - compression can throw of shapes depending on what the algorithm decided to color in a pixel as (and there could also just not be enough detail in the original video either, where again a pixel being chosen as one color over another could throw things off)
Telling the size is also pretty difficult, we don't have any sort of distance estimation from the video to the projectile with which to figure that out.
So, why couldn't this be some kind of missile? Here's a LORA for example, this is during its ascent so we can see the exhaust, but on its descent there wouldn't necessarily be anything visible:
Modern cruise missiles generally have less bomb-like, more rectangular shapes, and more uniquely-shaped noses, but again, at this video quality, telling the precise shape is difficult. Here's an Icebreaker for example - as with the SPICE, we wouldn't necessarily be able to see the wings depending on the angle, and the nose is the the most smudged-up part of the Iran image, so we can't tell the precise shape of it either.
The other bit of evidence seemingly doesn't feature any strikes, but their aftermath. The higher-detail video (with the guy cheering the strikes for whatever reason) has several explosions going off, but I wasn't able to see any actual projectile in the footage, so I assume it was just traveling too fast to be picked up? So again, what are we basing our conclusion on what munitions were used there, that these were bunker busters specifically? The amount of debris kicked up can help us estimate the power of the explosion, but that's hardly a foolproof method - an explosion could kick up a lot of dust without necessarily doing that much damage. Additionally, strikes going off in the mountain doesn't have to mean they were using bunker busters specifically, couldn't they have used more conventional munitions to strike just entrances?
I've seen you post these two several times, and I assumed that you had many more images and these were just the ones you picked for illustrative purposes, but you keep coming up with just these two. I tried looking up what else you had posted, but I can't navigate Hexbear search results very well, so I may have missed stuff, but I didn't find that much more footage of strikes over Tehran, and especially not much from which we could accurately judge what munitions were used.
What about the past few years has given any indication that Western countries actually make rational decisions, weighing the long-term impacts of their ammunition expenditure? There's European countries with barely any artillery left at this point. The Israelis may well have used a dangerously large amount of their stockpile, confident that the US will make up for their losses with later military aid.
The Russians also do use ballistics pretty extensively, including to target Ukrainian vehicles like missile launchers. They're not doing daily attacks because they're engaged in a years-long attritional conflict - the Israel-Iran war was barely two weeks. It could well be that the Israelis were just about to finish their stockpiles as the ceasefire was signed. It's speculation, sure, but that's a lot about this war.
Why is "Israeli planes managed to fly over a large swath of territory and completely avoid Iranian air defense" a more likely explanation than "Azerbaijan, a comprador state with open military ties to Turkey and Israel, and essentially the only Muslim country to support Israel during the Gaza genocide, aided Israel"?
You've also repeatedly downplayed the damage Israel itself has sustained (which we cannot accurately judge on account of censorship, and yet you confidently assert that they must not have lost anything important), and have also uncritically reported literal IDF propaganda (https://hexbear.net/comment/6271486 - not sure how many people actually opened up the link instead of assuming that the "Over 50 aircraft" was your own analysis, but it's a direct citation of a statement by the IDF). I guess we can trust their propaganda, even though we confidently dismiss Iranian/Resistance propaganda about the damage inflicted on Israel?
Your estimation on Iranian equipment losses is based on an Oryx-style list by a pro-Ukrainian propagandist - have you audited that list to make sure there's no duplicate footage being passed off as different strikes, as Oryx did? This user has admitted to blocking those who question his numbers - now, he's of course framing it as if they must have all been trolling assholes, but this is a classic online tactic: use the trolls as justification to silence people who might actually damage your narrative.
When it comes to damage assessments for Iran, you confidently assert that the real numbers are likely higher than what's on the list, but when it comes to damage assessments for Israel, you confidently state that the limited footage we have available is painting a complete picture and nothing else was blown up.
I've asked this question in another thread already, but I'll ask it again - if Israel was ostensibly performing so well, easily bombing targets all over Iran while sustaining minimal damage themselves, why did they accept a ceasefire?
I thought I saw on here that they had shot missiles from planes further west?? And, also, Iran doesn't really have an airforce like Russia does. I see your point, but the outcome, to me, still seems inconclusive. Especially the destruction in Isreal due to censorship