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OC375

(962 posts)
19. The goal was change, which is unavoidable now.
Mon Mar 30, 2026, 02:54 PM
Monday

The rest is about being in position to capitalize on the changes.

It looks to me like Kharg is going away, for whatever reason, and that's a done deal. So for me, the question is what does a world without Kharg look like, how do things change, and who is likely to do what to capitalize on that. Iran has options, but so does the rest of the world. So, I don't think the intent is keeping Iran's oil from ever pumping again, it's just to shake up and try to grab some share.

I get a new world order vibe where the idea is to restructure trade and traditional roles in it, maybe kill some enemies along the way, and negotiate new terms with wall sitters. No one's jumping in to break up the fight, so I'd guess Trump feels pretty free to do whatever.

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