Headline:
No Chinese Money = No Iranian Government.
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Right Now…The Middle East Is A “Hot Mess.”
50 Year Tensions Between Israel/U.S. + Iran Have Manifested In Significant Armed Conflict.
At This Point…Iran Is Taking A Brutal Beating…
American + Israeli Armed Forces Have An Advantaged Aerial Position Levered With Superior…
1. Surveillance +
2. Technology +
3. Weaponry
All Iranians Can Now Do =
1. Dodge Incoming Bombs +
2. Lob An Occasional Retaliatory Drone/Missile +
3. Observe Domestic Destruction
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From A Military Perspective…
The U.S. + Israel Will Ultimately Prevail.
Still…You Cannot Eradicate Radical Ideologies With Bombs.
But You Can Starve Ideologies Of Money…
And Without Money…
Ideologies…At The Very Least Wilt…
And Can Fail.
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For Iran = Oil Exports Constitute At Least 45% Of Government Revenue = Concentration Risk #1.
And…Most Iranian Oil Exports Originate From 1 Location = Kharg Island = Concentration Risk #2.
Plus…Just 1 Customer Accounts For 85% Of It’s 1.5 Million/BPD Of Oil Exports = China = Concentration Risk #3.
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Therefore…Intended Or Not…
Chinese Petro-Dollars…
Via The Heavily Discounted “Teapot” Oil Market….
Fund Much Of Iran’s Vast Terror Network [Past + Present] =
Hamas + Hezbollah + Houthi’s + Syria.
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Further…Iran’s Annual GDP = Just $370B…
Predominantly Unchanged Since 2008…
Despite…
1. Abundant Natural Resources +
2. Large Geographic Footprint +
3. Meaningfully Literate Population Of 90M
Plus…Economic Sanctions Have Crushed Iran’s Currency…
Resulting In Annualized Rates Of Inflation > 40%.
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So That This Economically Poor + Increasingly Emasculated Military Nation =
The Catalyst For Soaring Global Energy + Chemical Prices…
By Imposing A Maritime Threat Through The Strait Of Hormuz…
Seems A Bold Bluff…
But Will Require “Stones” To Test…
For An Oil Tanker Captain/Crew + Associated Insurance Company.
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Moreover…Iran’s Bomb/Drone Attacks On Their National Neighbors Indicate Desperation + Isolation.
Now Iran Has More Enemies Than Ever…
Is Primed To Fall + Likely Will Not Last Much Longer.
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The Final Blow To Break Iran’s Oppressive Regime Could Be…
Not Just The Aerial + Seaborne Drubbing They Are Enduring From Israel/U.S…
But Also The Halting Of Iran’s Oil Exports To China…
Thus Eliminating A…Not Currently Replaceable…Source Of Substantial National Revenue.
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