My weekly preamble is in spoiler tags below.
preamble
It'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.
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The bulletins site is here. Currently not used.
The RSS feed is here. Also currently not used.
The Zionist Entity's Genocide of Palestine
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.
It's hilarious that Trump not only loves saying "billions and billions" - the ridiculous military changes he's demanding will cost billions and billions: steam catapults and warship redesigns. And that's just his list so far. I wonder if every month he's going to want something else.
Full text
The U.S. Navy is considering a major redesign of its new aircraft carriers to better match President Donald Trump’s preferred aesthetic for the warships, according to seven current and former U.S. officials familiar with the matter.The service is evaluating the feasibility of moving the multistory tower that acts as the carrier’s command center farther forward, toward the middle of the ship, to resemble older vessels, the officials said. The review, which has not been previously reported, is in response to Trump’s concerns about the “look” of the new Ford-class ships, where the tower is near the rear, these people said.
The timing and extent of the Navy’s evaluation is unclear, with current and former officials cautioning that the service was concerned that such a change would require significant time and money. Like others, they spoke on the condition of anonymity to discuss a sensitive situation.
Moving that command center, known as the “island,” would be the second major design change prompted by the president, who on Thursday issued a national security memorandum directing the Navy to develop a plan to revert to older steam-powered catapults on future carriers. The systems help launch jets off the ships’ flight decks.
Trump’s preference, current and former officials said, is for the new aircraft carriers to look more like those that were in service during World War II.
The Navy also examined the issue during his first term as president, said a former senior U.S. official. A study found that moving the island could cost billions of dollars in redesign costs and significantly delay the program, this person said.
“It came back that the cost and time to do so would just be extraordinary,” the former official said.
There are three Ford-class carriers in various stages of development. The USS John F. Kennedy is undergoing sea trials and getting closer to joining the fleet while the USS Enterprise and USS Doris Miller are under construction. The first carrier in the class, USS Gerald R. Ford, is already in service and recently finished a lengthy combat tour in the Middle East.
Plans call for building up to 10 Ford-class carriers over the next four decades, at a projected future cost of $22 billion each, according to the nonpartisan Congressional Budget Office and the Navy’s most recent shipbuilding plan.
Relocating the island would be “a major redesign,” said Bryan Clark, a former Navy officer who studies the service at the Hudson Institute, a right-leaning think tank in Washington. Such an alteration to the carrier’s layout, he said, would affect the ship’s buoyancy and weight and come at a significant cost.
“You could change it,” he added, “but it’s very disruptive.”
The Pentagon and the Navy referred requests for comment to the White House, which pointed to the new national security memorandum when asked about Trump’s desire to relocate the island on future Ford-class aircraft carriers. The memorandum does not address the issue.
Another U.S. official familiar with both the potential changes to the catapult and the island said that the Navy is taking both matters seriously because of the delays and severe cost overruns it could create.
Trump’s interest in the redesign modification marks the White House’s growing influence over the complex mechanics of naval shipbuilding.
Since returning to office, Trump has promised to “resurrect” the lagging industry, and he has already issued multiple executive orders addressing the matter.
Thursday’s national security memorandum would, among other changes, revert the Ford class’s advanced electromagnetic catapult system to steam power. The document emphasizes the administration’s preference for “proven, reliable and affordable technologies and ship designs.”
Such a change, multiple officials said, also could run into the billions of dollars and exacerbate chronic delays in the U.S. shipbuilding industry.
The lead Ford-class carrier, the USS Gerald R. Ford, required 17 years to construct. Its design incorporated new technology that led to delays — including the electromagnetic catapult, a feature the Navy has since credited as being highly effective.
The Ford class of carriers will phase out its predecessor, the Nimitz class, which dates back to the late 1960s.
Relocating the island to the back of the newer vessels was done for efficiency and safety, three U.S. current and former officials familiar with the program told The Post. It not only creates more parking space for aircraft close to the carriers’ catapults, allowing crews to reduce the amount of time it takes to launch jets, it also improves landing safety by reducing the chance for turbulence when planes come back to land, the officials said.
The Navy’s surface fleet has been plagued by years of delayed maintenance and low readiness rates, in part because of how often past U.S. administrations have deployed carriers to confront global crises.
Amid the ongoing Iran war, the Pentagon under Trump has further stretched the readiness of its carrier fleet while surging naval assets to the Middle East to conduct strikes and enforce a blockade of Iranian ports.
The USS Ford itself faced an extended deployment that ended earlier this year after a fire rendered many crew members’ sleeping quarters uninhabitable. Officials also acknowledged that the Navy’s newest carrier experienced problems with the “vacuum collection, holding, and transfer” system that supports hundreds of toilets on board.
Democratic lawmakers this week called on Defense Secretary Pete Hegseth to investigate new reports of rapidly worsening conditions aboard the USS Abraham Lincoln, which has been deployed to the Middle East since November. Families of sailors aboard the Lincoln have been outspoken about the situation, and the Navy is investigating a man-overboard incident it says may be connected to mental health issues.
While speaking to reporters on a trip to Panama on Thursday, Hegseth called the reports “completely misrepresented.”
On Friday, as questions continued to swirl around conditions on the ship and its lengthy deployment, Trump told reporters at Joint Base Andrews that the Lincoln’s time at sea had been “not nearly long enough.”
The Lincoln is on an extended combat deployment that has seen its sailors at sea for 200 days without a port call to provide the crew some rest. It is scheduled to be relieved by the USS George Washington in the coming weeks.
Trump has repeatedly shown interest in the design of Navy warships. Last year he unveiled plans for a new class of battleships to lead his vision for a “Golden Fleet,” prompting criticism from many naval analysts and lawmakers who argued the ships would waste scarce American shipbuilding power on a design the service does not need.
The Congressional Budget Office has since estimated that the “Trump Class” battleships would cost about $275 billion over 30 years, coming at a cost of $18 billion per ship after finishing the first one.
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https://www.washingtonpost.com/national-security/2026/08/15/navy-weighs-major-warship-redesign-match-trumps-preferences/
That's our JDPON Don at work, delaying deferred maintenance and taking replacement fleets out for redundant repairs to prevent combat readiness ahead of operations in and around Iran. Im so proud of him.
I hope he gets fixated on something even more silly. Like he becomes obsessed with shininess that has a bit of gold in it. So he wants shiny gold ships, shiny planes, shiny tanks, shiny subs, shiny missiles, shiny...
Do I have some news for you...
Trump’s ‘Golden Fleet’ of battleships could cost $455B, blowing past original estimates
Take anything "stealth" and gold plate it! You know those things are covered in rust? Disgusting! They need a gold mirror finish! You spend that much on a plane you want it to look good, want people to notice it!
This is what I'm talking about, bring back prop aircraft los dogfights!
The US Navy was already really struggling to build and design anything, and it's resulted in several massively expensive failed programs recently.
Obviously, Trump doesn't realise how expensive, lengthy, and pointless a steam catapult refit would be - but the fact that he's even heard of the electromagnetic catapults suggests there has been some problem bad enough to reach the presidents ear. Same with the idea of the Trump battleship; he must have been told the actions of the navy are limited by available missiles, both in theatre, and production output.
The US Navy really is in crisis.
Edit: Figured it out. He was President 2016 until 2020 when the Ford was undergoing sea trials and they couldn't get the electric catapults or lifts to play nice with the rest of the ships electrical system. He could just be holding onto that and insistent that he knows best.
This is the first fresh carrier program in 50 years at this point, so it makes sense that he'd be briefed daily on testing.
He simply doesn't like that these new catapults use electro. That's what Elon does and he doesn't like that guy.
This is a good take. Any weird technical shit trump actually hears about is a result of recently hearing about it because he doesn't know jack shit otherwise.
Added an edit. Had another thought. He was President when the Ford was being trialled and suffered constant electrical faults with the new systems.
He could actually just have decided the systems are bad and will never work because he was kept informed about testing faults a few years ago.
Trump can pry my LED light bulbs from my cold (but very well illuminated) dead hands.
They'll slow-walk these changes and wait him out
Truly the form over function president.