I literally drove past it today, there’s a concerted effort to get thousands of containers across the Gulf by road. https://x.com/salwashahi/status/2036581825800446410 The Saudi pipeline was basicall… (View Post)

Andrew Neil weighs in: https://x.com/afneil/status/2036798205602476072 This whole McSweeney phone theft business is beginning to stink. The timing is incredibly convenient for a government that wants… (View Post)

If the Straight of Hormuz remains closed for any length of time, the price is irrelevant compared to the ability to actually supply the stuff. The problem isn’t about to be the price of oil, it’s abo… (View Post)

It’s way more than that, at this point. https://x.com/dpjhodges/status/2036774824790339916 I've now spoken to two former Government Spads. Both were senior, both lost their Government phones. In… (View Post)

The Iranian factory is no more, and they now appear to be launching only dozens per day. There is however also a Russian factory, and both countries have potentially 10k of them stored. Importantly, … (View Post)