The horizon is not so far as we can see, but as far as we can imagine

Tag: Six Week war

Don’t Believe Weekend “Peace Deal” Leaks

So, this weekend there was a leak of a possible peace deal. Iran got most of what it wanted in this hypothetical deal. Israel said “we won’t obey any truce in Lebanon” and, well, that’s probably the end of it, though we’ll see.

I considered writing about it over the weekend, but so far every peace deal floated over a weekend has meant a manipulation of markets, some insider making bank by exactly timing it, and no peace deal.

The bottom line here is that if Iran is serious about a peace deal including Lebanon and Hezbollah, it can only happen if Trump is willing and able to discipline Israel. Doing so is in one sense easy: just stop sending them weapons and parts. They can’t go more than two weeks without US re-supply. (This is why Netanyahu has been saying Israel wants to be independent of the US.)

For whatever reason Trump won’t do this. It could be political fear due to the power of the lobby. It could be they have pictures of him raping kids. It could be, as a correspondent just argued, that in fact Trump is impotent and they can prove that and his ego can’t take it.

Whatever the reason is, it obviously exists.

Iran would like a deal, but it’s in no particular rush because the pain ramps up every week the Strait of Hormuz stays closed, and despite what various idiots say, the US is not immune to that pain.

Iran won the war. They want a peace deal that reflects that. They aren’t willing to give in peace what the US can’t win by arms.

As for the US, I think we’re looking at an opposition between American politicians fear of Israel and its lobby and their terror of what will happen in the mid-term elections. The Joker in the deck is the how many of them are subject to blackmail, because pictures of them raping teenagers trumps losing election.

Deleted AIPAC tweet

But be clear that the pain has only begun. It’s going to be even worse overseas. If Europe and large parts of Asia, including Australia, don’t start rationing soon, they’re not going to have enough energy to get thru next winter. That’s the sort of incompetence that leads to governments falling.

If the US was run by sane competent non-blackmailed people who cared about America, and not just their own class, Trump would be impeached, Israel would be reined in, and a peace deal would be cut. The US has lost, and the fallout from signing a peace deal which admits this is less than letting the Strait remain closed.

If this or another similar deal does pass soon, then it will be because Iran has cut Hezbollah loose and left them on their own, whatever they say. But trying to help Hezbollah isn’t just about doing the “right thing”, Hezbollah is an important proxy for Iran and they want to keep it around and not have to support it in a multi-year war against Israel.

And, again, their negotiating hand gets stronger every day. Sure, they’re suffering from the US blockade, but not as much as the US (and almost everyone else) is from theirs.

The only country which could compel Iran to make peace is China, and since they are run by competent people who think ahead, they’re one of the few nations that can handle the Strait being closed. Not, perhaps, forever, but certainly much longer than the US can.

Meanwhile America keeping the Strait closed (which is how it is perceived by many) is doing vast damage to America’s subject states. That too will have consequences: they may publicly blame Iran, but behind the scenes they know this was a US war of choice, that the US lost, and that the US doesn’t care what is happening to them as a consequence of not cutting a peace deal.

Losing wars has consequences. Failing to admit you lost a war has even worse consequences. The US has yet to figure this out.

 

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Iran Has Broken The US Middle East Raj

It turns out that Trump’s plan to help ships go thru the Strait was ended when both Saudi Arabia and Kuwait refused to let the US use their airspace or US bases in their countries to launch attacks.

The reason is obvious—Iran has repeatedly said that if the war restarts they will hit the Gulf States much harder than before, going after oil infrastructure in particular.

America has proved it can’t protect its Gulf allies. It’s low on interceptors, and what they have goes to Israel. Even with interceptors attacks get thru.

Bases have gone from defending countries to being liabilities. Being American allies drew the Gulf states into a war that devastated them. The Sauds and Kuwaitis have nothing to gain from letting the US launch attacks from their territory. The lesson was painful, but it has been learned.

This also puts an end to the idea that countries can’t deny the US. They just did, as did Spain.

The US Empire is dead. Officially dead. It does not come back from this because the new way of war centered on drones and missiles means that it is impossible for the US to protect its allies.

Likewise the US can no longer guarantee free navigation. This has been obvious for a couple years: if they couldn’t even defeat the Yemenis, they weren’t going to stand a chance against any real nation.

It’s over.

Again this doesn’t mean the US isn’t still a Great power, especially regionally. It can still shove around weak countries which aren’t willing to bear the heavy cost of standing up to it, like Venezuela.

But as time goes by the missiles and drones will spread from China, Russia and Iran to everyone else. Aircraft carriers will be forced way back, reducing sortie tempos, and blockades using ships will become harder and harder. Probably the best way to do a blockade against a far away country will be drone carriers, but even they will be vulnerable to counter-strikes.

This is also going to be a huge problem for the American military industrial complex: their weapons suck. No one is going to want to buy them. The key weapons needed are missiles, drones and air defense and all of those are cheaper and in many cases better from other suppliers.

At this point without data centers the US wouldn’t have essentially zero GDP growth. The stock market is being held up by a few major internet firms who are engaged in a massive circle jerk of financing their customers purchases. Chinese AI is behind American, but 95% cheaper, open source and will converge on the same general abilities, but better for real world tasks involving robots, autonomous vehicles and so on.

If you need to buy something you don’t want to get it from the US. Odds are China has it for less and at least as good, possibly better.

The world doesn’t need American goods. Everyone’s going to move off oil as fast as possible and it’s China that sells that stack. American weapons are crap. American alliances do nothing but give you a nuclear umbrella you can’t trust the US to deploy.  Trade is increasingly moving off the dollar and on to the Yuan, so sanctions will work less and less well and in less than five years will be basically useless except against vassals.

All that will be left is a wasting ability to use a legacy 90s tech military against the weak, and that’s going away too.

The US Empire is cooked. America’s elites were handed one of the strongest hands in history and pissed it all away in three generations. Truly late Roman Empire levels of incompetence.

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