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A reminder that as the US continues to threaten countries around the world, fedposting is to be very much avoided (even with qualifiers like "in Minecraft") and comments containing it will be removed.

Image is a still of an Ansarallah drone heading to blow up Saudi-backed forces in the port of Al-Mokha in southwestern Yemen.


My weekly preamble is in spoiler tags below.

preambleIt's once again been a relatively slow week, with "only" quite a few oil tankers being struck in the US's attempt at an oil corridor in Hormuz. I've seen several analysts speculate on just how leaky Hormuz might be despite Iran's attacks, and if it is leaky, then why and to what extent. Now that we're firmly in August, we have noticeably passed the predicted July ETAs on the physical oil cliff (the paper oil price manipulations notwithstanding), and so analysts are trying to find explanations for the current situation, in which various factors are being considered, of which I'll list a few I've seen personally.

First is, as I said, a potentially leaky Hormuz, because it's been revealed that in lieu of official corporate insurance, the US is directly paying captains massive sums of money if they're brave enough to try and run the strait under US air cover - hence why Iran keeps hitting tankers practically daily without them ever seeming to get the message. Obviously, this covert operation by itself would not be enough to even approach pre-war transit levels, and so there must be other factors going on. Second is Red Sea oil redirections predominantly by Saudi Arabia; if this was a big factor, it's something Ansarallah is now actively combatting with their blockade of the Bab el-Mandab and semi-regular strikes on their pipeline infrastructure. Third is that perhaps world oil reserves are somewhat larger than first considered, especially given China deciding to go on a bit of an oil diet over the last six months, and especially especially if countries really start pumping from one-shot emergency supplies; e.g. there's been much discussion by Naked Capitalism about just how much the US could extract from the rapidly dwindling SPR if it no longer cared about the irreversible damage to the storage caverns caused by pumping out as much as physically possible. Fourth and finally, perhaps the data on stockpiles was just bad in such as way that they were being consistently underestimated by e.g. 10% or so. Ultimately, regardless of the many complicated factors involved here, the antsy and indecisive behaviour of the US, as well as some anxiety about the midterms, betrays any attempts at American confidence (e.g. by Bessent) about this becoming a stable situation for even the medium term.

We've also seen some of the fruits of the serious discussions between Iran and Oman over how exactly Hormuz is going to be governed, with one major and intriguing proposal being that Iran could have total control over what vessels enter (i.e. tolling when entering), and Oman has partial control over what vessels leave, with Iran having a veto there too (i.e. no tolling when exiting, but de jure Iranian military control). Iran has come out and said that regardless of what they agree to with Oman, the US will have to make major concessions - at least on the order of the MoU concessions and perhaps even beyond them - for Hormuz shipping to restart. Meanwhile, Saudi Arabia, Pakistan, and Turkiye have signed some kind of military alliance or agreement of some kind; I'm waiting for some big expert analyses on the many implications before I give any takes here, but it's already been dealt a rather large embarrassment by Ansarallah seeming to not really a give a shit, continuing strikes on both Saudi pipeline infrastructure and also Saudi-backed mercenaries.

And finally, over in Latin America, the Southern Spear Joint Task Force has given way to a new version which looks likely to increase inland strikes, which is a major escalation from the strikes targeting mainly fishing boats, which were presumably done to a) cause socioeconomic fractures in certain countries (largely Venezuela), and b) further the kayfabe that the US is trying to stop drugs entering the US while obviously covertly further amplifying it through friendly comprador countries. While Latin America struggles to find its way forward out of American regional hegemony due to the rather mixed results of both electoralism and warfare (guerrilla and otherwise), what greatly interests me will be how the region's domestic capitalists respond to the attempts by the US to wean them off from China's growing economic sphere. I've wondered previously about whether a potential way out of imperium, in lieu of the ability of the region's working class to take (and, more critically, hold on to) power, will be China, intentionally or not, causing major fractures between the US capitalists seeking a monopoly to loot the continent as much as possible with the absolute minimum domestic development possible to maintain profits, and domestic capitalists who want to trade with an ever-growing China and internally develop their countries for their own self-benefit.


Last week's thread is here.
The Imperialism Reading Group is here.

Please check out the RedAtlas!

The bulletins site is here. Currently not used.
The RSS feed is here. Also currently not used.

The Zionist Entity's Genocide of Palestine

If you have evidence of Zionist 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 the temporary Zionist entity. In general, CW for footage of battles, explosions, dead people, and so on:

UNRWA reports on the Zionists' 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.

Mirrors of Telegram channels that have been erased by Zionist censorship.

Russia-Ukraine Conflict

Examples of Ukrainian Nazis and fascists
Examples of racism/euro-centrism during the Russia-Ukraine conflict

Sources:

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.


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[-] Tervell@hexbear.net 27 points 1 day ago* (last edited 1 day ago)

more

Controlled Experiments

Even if US military and intelligence strategists had failed to anticipate the failures outlined above, they had an incredible advantage in projecting how the 2026 Iran War would unfold: a series of five limited military operations that demonstrated each of the failures in advance of the major conflict itself. These were Prosperity Guardian (December 2023), Poseidon Archer (January 2024), Days of Repentance (October 2024), Rough Rider (March 2025), and Rising Lion (June 2025). Prosperity Guardian showed that even a relatively resource-poor and weak military force could shut down a crucial maritime chokepoint with standoff munitions, and that an American naval force would be unable to stop it. Poseidon Archer and Rough Rider proved that a limited air campaign could fail to suppress the launches of those standoff munitions. Despite these three operations costing billions, they didn’t restore commercial confidence in shipping in the Red Sea, which was still down 60% from pre-2023 levels at the beginning of 2026. A post-mortem on the Red Sea Crisis published by West Point in June 2025 offered a blunt description of the failure of every option available to two successive presidential administrations:

This was the menu of options that the Biden administration had in November 2023, and it was largely the same menu that the Trump administration had in March 2025. Over the past year and a half, the United States has either attempted or threatened nearly all of these options, with little success.

The lesson for a prospective war with Iran was obvious. If the US couldn’t do it in Yemen, it wouldn’t be able to suppress Iranian drone and missile launches in the Persian Gulf or reopen the Strait of Hormuz. The two major Israeli air operations against Iran in 2024 and 2025, “Days of Repentance” and “Rising Lion,” respectively, showed that even massive air attacks on Iran would fail to seriously degrade Iranian missile and drone launch capability. Video evidence of dozens of Iranian missiles striking targets in Israel proved that the Iranians were capable of penetrating the US/Israeli missile defense system at long range. Air Force findings from two decades earlier on the impossibility of destroying deeply buried targets held, as evidence slowly emerged that the Fordow site struck by the US in the closing days of the 12-Day War hadn’t been “obliterated,” as the Trump administration claimed, with the centrifuges there “largely intact,” according to the DIA. Israeli narratives that they had achieved freedom of movement in Iran’s skies were later thrown into question as disclosures revealed many of their supposed airstrikes had been drone and ground-based missile launches from within Iran itself. The Iranians have consistently, in every stage of conflict against them, demonstrated their ability to retaliate, precluding an assessment that airstrikes would prevent them from launching ballistic missiles and drones.

Regime Change

Prior to the 2026 Iran War, five successive mass protest movements from 1999 to 2022 had failed to topple the Iranian government, despite strong western support. The USAF commissioned Dangerous But Not Omnipotent, a RAND report on Iranian political and military power in 2009. The report concluded that American decision-makers should avoid direct conflict with Iran, as this would be unlikely to bring about regime change. RAND said even attempting to employ Cold War-era containment strategies would create “opportunities for Tehran to exploit” and “regime survival” was a fundamental driver of Iran’s behavior. In 2019, the DIA outlined how the Iranian state had restructured itself specifically to survive internal threats, and said its opponents were disorganized, writing, “Iranian political and ethnic opposition groups are largely localized and lack unity, posing little threat to the regime.” In the weeks leading up to the war, American planners recognized that the latest wave of protests had failed. The CRS found that “even so-called moderates have backed the crackdown against what the regime has characterized as a US and Israeli-backed plot” and that there had been no “widespread defections from within Iran’s military, security forces, or political elite.” The USAF’s doctrinal publication Strategic Attack identified the limitations of decapitation strikes:

Leadership attack is a specific form of attrition that removes enemy leadership by direct attack when members of that leadership constitute lawful targets…. Leadership attack is most effective when an enemy is led by a single charismatic and authoritarian figure who cannot be easily replaced. It is also effective against organizations with rigid, hierarchical leadership structures, since US forces can identify, locate, and remove those leaders and their replacements… As a matter of practice, US forces have often avoided attacks on the national leadership of an enemy State based on comity.

American planners knew that Iran, with its complex, parallel political, clerical, and military structures, was a poor target for a leadership attack. The NIC told the Trump administration this in mid-February, just weeks before the war began. Iran’s military and political structure had “pre-arranged protocols” in place in the event of Khamenei’s assassination, the report said. It was “unlikely” that even a large, prolonged military campaign would result in regime change, “even if the current leadership was killed.” The NIC was entirely correct. The mass protests failed, just as they had in the past, and Iran’s power structure rapidly adapted to the US/Israeli assassination campaign.

Assessment vs. Assessment

Given the clear historical record of American anticipation of these failures, it should now be asked why these warnings went largely ignored. If the Pentagon and intelligence community understood the bleak prospect for success in Iran, if their assessments anticipated debasification, munition shortages, the closure of Hormuz, the superiority of diplomacy, the difficulties with achieving air supremacy, and the unlikely prospect of regime change, how did they find themselves embarking on what was, by all available evidence, an unwinnable war? The answer to this question can be found in a series of leaks made shortly after the war began to The New York Times. In the lead-up to the war, every assessment made by the Pentagon and US intelligence apparatus was directly contradicted by competing assessments made by Israeli planners and presented directly to the Trump administration. Mossad chief David Barnea traveled to Washington in mid-January and delivered a comprehensive plan to assassinate the Iranian leadership and stir mass protests to accomplish regime change. The Israelis also presented a supporting plan to invade Iran with Kurdish proxy forces, but American strategists had already identified that the Kurds were too dispersed and disorganized to be used for this purpose, and doing so would strain relations with Turkey. Israeli Prime Minister Benjamin Netanyahu heavily lobbied the Trump administration to convince them the plan was achievable. Throughout this process, US military and intelligence officials fought fiercely to convince the administration that the plan would fail, but were overruled.

On the 11th of February, Trump held a situation room meeting with Rubio, Hegseth, General Caine, CIA Director John Ratcliffe, Steve Witkoff, Jared Kushner, and Netanyahu. Barnea and other Israeli officials attended virtually. The meeting lasted more than an hour, and the Israelis made their final case for the war. They said Iran’s ballistic missile program could be destroyed in a few weeks, Iran would be too weak to block the Strait of Hormuz, airstrikes would inspire the Iranian people to rise up against the government, Kurdish forces would bog Artesh down in Western Iran, and exiled Crown Prince Reza Pahlavi would be on standby to seize power at the opportune moment. After Netanyahu’s presentation, President Trump responded, “Sounds good to me.” When others present brought up potential risks, Netanyahu told them inaction was a greater risk than action. The American military and intelligence structure scrambled to present a rebuttal to the Israeli plan, and produced a comprehensive response the next day in an American-only meeting. They agreed that they could kill Khamenei and degrade Iran’s ability to project power, but triggering a popular uprising and achieving regime change were “detached from reality.”

When Mr. Trump joined the meeting, Mr. Ratcliffe briefed him on the assessment. The C.I.A. director used one word to describe the Israeli prime minister’s regime change scenarios: “farcical.”

Trump asked Caine directly what he thought:

“Sir, this is, in my experience, standard operating procedure for the Israelis. They oversell, and their plans are not always well-developed. They know they need us, and that’s why they’re hard-selling.”

cont'd in response, 4/5, just a little bit left

[-] christian@hexbear.net 2 points 4 hours ago

The feeling I'm getting here is that the administration has settled on throwing Trump under the bus with the narrative that he was seduced by Israel. Everyone else was just powerless. It's almost poetic.

[-] Tervell@hexbear.net 26 points 1 day ago* (last edited 1 day ago)

more

Caine specifically told Trump that Iran would likely close Hormuz, and the US force in the region would have difficulty unblocking it. JD Vance tried to change Trump’s mind, warning him the operation would unleash chaos in the region, and cited the munition shortage explicitly. But Trump had already made up his mind, and both Vance and Caine demurred from taking more serious action to stop the war from proceeding. Vance told Trump that even though he thought it was a bad idea, he would support the president’s decision. Decades of Israeli efforts had culminated in an incredible triumph of influence without any precedent. The US military would deliberately enter into a war of aggression it knew it would lose. Days later, the Israelis presented Trump with intelligence that Khamenei would be meeting on the 28th of February with high level Iranian officials above ground, where they could attack him. When the American group met again on the 26th, the plan was in place. Caine told Trump that if he ordered the operation, the military would execute it. The next day, Trump gave the green light, and the rest, as they say, is history.

just following orders sir i-love-killing-people


A brief postscript to address some of the comments I've received here and elsewhere about this piece (thanks to all those who left appreciative notes): I was inspired to write this piece as a direct response to the idea that US military leadership was blindsided by the outcome of this war, which I've seen thrown around a lot online. I believe I've sufficiently proved that this idea has no foundation. This piece is not intended to be a partisan attack on Trump as an individual or to let the US military/intelligence apparatus off the hook. A sprawling, complex political system had to be molded over decades to achieve this result. Trump may have made the final decision, but the system as a whole had to have a certain shape for this outcome to be possible. The relationship between the US's political and military leadership has changed fundamentally over time, as has the US/Israeli relationship. It's conceivable that better men than Dan Caine, and men who held his office in the past, could have prevented this war from happening. On Israel, it would be far beyond the scope of the piece to dig into the decades of influence operations that culminated in the events we're seeing play out today, or into the specific levers of power they and their allies used. This essay is already 7,000 words long. This is a topic that has been written about in great detail by others, and as far as this newsletter is concerned, it's a subject for another time. Thanks.


check out the article itself for all cited sources if you're interested, I'm not going to transfer all the footnotes over here catgirl-flop

5/5

[-] IranOuttaOil@hexbear.net 17 points 22 hours ago

Vance told Trump that even though he thought it was a bad idea, he would support the president’s decision.

Wimps. Wimps everywhere.

this post was submitted on 10 Aug 2026
124 points (100.0% liked)

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