The Iran and Wider Middle East Thread

Syria buying diesel from Russia means European/US/Turkish money is being used to buy that diesel, the same diesel that is sanctioned by NATO. What a joke

The race for Syria is on. Those Russian cargos are a long term investment aimed at rebuilding trust and securing the two bases. HTS didn't spend a single dime on the oil, nor did Russia receive anything for it from third countries. These are gestures of goodwill and the next two tankers have already docked in Banyas. It's the beginning phase of creating energy dependancy - aka manufacturing a situation where HTS needs Russia to not sit in the dark with growly tummies and some very unhappy people waving guns in the streets.

Geostrategically those bases are important. Situation post Assad won't be the same though, with the strategic depth provided by the SAA gone the bases will be at the mercy of the Turks and their proxies - and Turkey is a NATO member. Russia has one big other ace to play, Jolani wants Assad's head. Assad's extradition is unlikely to happen but keep in mind that Assad and family (aside from brother Maher who left for Iran) are still in Moscow.

Russia hasn't sanctioned HTS led Syria, that won't happen either. The US and EU on the other hand still maintain their sanction regime, and try to use it as a bargaining chip to guide al Sharaa/Jolani towards certain policies and stances. HTS is getting impatient, the sanctions are crippling hence Jolani is looking elsewhere for partners. Playing Turkey of Russia of the EU of the USA of the Saudis and Qataris. Under the Trump Administration 1.0 the Caesar Act strangled the Syrian economy and it dwindled to a 12 billion USD GDP with another 5-6 billion USD revenue from the illegal captagon trade. This is what Jolani inherited.

Clawing onto slivers of Syrian territory and by extension Syrian domestic levers serves another goal. The Qatari gas pipeline that in the late 2000s was scheduled to replace Russia as Europe's main supplier is feasible again. If constructed it will run either through the Alawi mountains or cross into Turkey from the al Ghab plain. Both are next door Khmeinim hence in striking range.

The EU's outsized interest in cosying up with al Sharaa aligns with energy security. EU needs Qatari gas, just like they need Azeri, Algerian and Norwegian gas. Courtesy of the Green fools (totally a foreign funded psyop) whose ideas cemented the biggest gasfield in Europe up till 100 meters deep (Slochteren) and closed down Germany's nuclear plants. The federalization and pacification of Syria that has been in the making under the US sponsored agreements last month would be the stepping stone to the pipeline project. Obstacles exist, Turks might not be happy with it unless it runs through Turkey like TurksStream does (leverage for Erdogan) just like SDF participation in Damascusis a problem, nor will Israel abandon the idea of a DMZ south of Damascus, just like hardcore jihadist elements in HTS might be getting frustrated with Jolani 'selling out' etc.IMG_20250327_233753_686.jpg
 
Several US bombing runs in Somalia last week. This time unrelated to Puntland, but in the South of the country. Al Qaida linked al Shabaab has started a new offensive against AMISOM/ Somalian government and is gaining ground.





In other news due to budget slashing by DOGE many of the Somalian army/government institutions units dependent on US money will soon not be able to maintain themselves hence disappear/change sides.



The Al Shabaab offensive in Somalia is continuing, the capital Mogadishu is one town away from partial encirclement on land. First skirmishes were reported around Afgoye couple of days ago. When/if Afgoye falls al Shabaab will move on Mogadishu.

In the light of Somalia's deteriorating security situation it's allies Turkey and Ethiopia are stepping up. The Turks will deliver Atak attack helicopters in the coming weeks, Somali pilots have been trained in Turkey.

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US airstrikes in Somalia continue, this video was shared by the White House. Targets were ISIS fighters in Puntland

 
Another wave of US sanctions targeting Iranian oil trade have been announced. Including, for the first time, a Chinese refinery.
From the Office of Foreign Assets Control (OFAC) press release:




This is the maximum pressure Trump Administration doctrine in optima forma. As stated in the post, this dynamic was already at play yet will invigorate. Data from Kpler shows that Iranian exports to China have nearly halved and that in early March volume was 850k barrels a day compared to a high of 1.8 million barrels late last year. Iranian floating oil reserves have also significantly increased to 35 million barrels.

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Iranian oil offload points in China are smaller refineries in Shandong, these are the refineries sanctioned. US put similar sanctions on Russian oil cargos under the Biden and early Trump Administration 2.0, in both January and March several large Russian oil tankers were idling outside Shandong ports as the Chinese didn't let them offload. Usually the oil finds its way into the country anyhow, after a little under a month the cargo was offloaded onto third vessels and transported to port.

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The Iranian economy is doing badly, and the Iranian rial is hyperinflating and losing value against the USD. The rial already was the world's weakest currency in 2024 yet since DJT's election in November 2024 has lost another 30+ percent versus the Dollar.






2 000 000 Iranian rial cheque introduced in 2023

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According to al Mayadeen, which is an Hezbollah outlet, the Iranian response to Trump's letter/ultimatum has been leaked.

Iranian FM Abass Araghchi yesterday already confirmed that the Iranians had formed a response to Trump's letter through the Omani intermediator.

The alleged response:

Iran has delivered its response to Trump's letter through a message conveyed by the Sultanate of Oman

According to Al-Mayadeen and other informed sources, the Iranian response consists mainly of the following points:

1. Iran reaffirms that it will not negotiate directly with the United States, especially under the policy of maximum pressure, and it rejects the American approach categorically.

2. Iran states that it does not negotiate on behalf of any regional power, and that Iran does not dictate the foreign policy of other nations or groups, including Yemen's Ansarallah, which is an independent ally.

3. Iran states that it will not accept Trump's 'unrealistic conditions', and that the U.S. demands were so extensive that they cannot be entertained even hypothetically.

4. Iran warns unequivocally that any military or hostile action, whether by the United States or any of its 'stooges', will be met with an Iranian response that will encompass all U.S. military assets in the Middle East.


 
This is the maximum pressure Trump Administration doctrine in optima forma. As stated in the post, this dynamic was already at play yet will invigorate. Data from Kpler shows that Iranian exports to China have nearly halved and that in early March volume was 850k barrels a day compared to a high of 1.8 million barrels late last year. Iranian floating oil reserves have also significantly increased to 35 million barrels.

View attachment 19552

Iranian oil offload points in China are smaller refineries in Shandong, these are the refineries sanctioned. US put similar sanctions on Russian oil cargos under the Biden and early Trump Administration 2.0, in both January and March several large Russian oil tankers were idling outside Shandong ports as the Chinese didn't let them offload. Usually the oil finds its way into the country anyhow, after a little under a month the cargo was offloaded onto third vessels and transported to port.

View attachment 19553
The Iranian economy is doing badly, and the Iranian rial is hyperinflating and losing value against the USD. The rial already was the world's weakest currency in 2024 yet since DJT's election in November 2024 has lost another 30+ percent versus the Dollar.






2 000 000 Iranian rial cheque introduced in 2023

View attachment 19556


It's not sanctions per se, as China didn't seek any new sources to replace Russian/Iranian oil. And it's not just oil, they lowered the imports of other commodities like gas, copper or iron. It's the Trump effect - China is cooling down its economy in anticipation of the coming trade wars.
Going back to Iran. Lower demand in China (where 90% of Iranian oil goes to), coupled with higher operating costs caused by the sanctions, means very bad news for Iran as their profits will plummet, if they even make any.
 
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Brandon Weichert, the Senior National Security Editor at The National Interest and a Senior Fellow at the Center for the National Interest. He is a geopolitical analyst that believes The US will be attacking Iran on behalf of Israel as soon as this week.

He was on with Jesse Kelly and begins at about the 26:10 mark.


28:10 mark-Episode "A Lawless Nation"
 
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