IRAN’S DOWNFALL – THE IMMINENT FALL OF THE ISLAMIC REPUBLIC:
Iran is in its worst position since it was established in 1979 due to a catastrophic year and is now facing an impossible path ahead. Here’s what you need to know.
445 days after October 7, where does Iran stand? It’s proxy in Gaza, Hamas, is no longer functioning as an organized military organization. It’s proxy in Lebanon, Hezbollah, has lost its charismatic leader, is completely crippled and stands at a fraction of its pre-war power. The Assad regime, which Iran spent tens of billions of dollars propping up, does not exist anymore.
Hamas will revert to what it was in the late 80s and 90s, a rag-tag militia with no rockets or influence. In it’s extremely weak state, if Hezbollah survives being eaten alive by internal politics in Lebanon, it will instead choke because it has no oxygen line through Syria. The massive Iranian weapons depot in Syria is now replaced with violently anti-Iranian militias. Even the pro-Iranian militias in Iraq see the writing on the wall and have been suspiciously absent with their “steadfast support for Palestine” since November.
Since the 1990s, Iran’s strategy has been to use their tens of billions of petro-dollars to “export” the revolution by setting up proxy groups across the Middle East. These groups were supposed to insulate Iran from direct attacks and entangle Israel in a constricting “web”. Now, the web has been brushed away, and Iran is naked. The taboo of direct strikes on Iranian territory is broken, and the proxy groups are gone.
Decades of focus on external groups has led to a situation where Iran has sorely neglected its own population – who now sense the blood in the water. The Iranian currency is collapsing, and the inflation rate is soaring. The Iranian rial reached an all-time low this week: 785,000 rials to one US dollar. One of the world’s richest energy powers cannot even provided basic electricity to its own people.
Iran’s failure to invest its money in energy/electricity infrastructure instead of terrorism will very soon translate into rising fuel and electricity prices - a significant economic burden on Iranian citizens, most of whom are poor. This has led to massive protests in the past and will likely do so again. Compounding this, the incoming Trump administration is going to further choke Iran’s economy while it is already dying. Sanctions are returning and Trump’s hardcore anti-Iranian cabinet are not going to play ball like Biden did.
Finally, Israel will attack Iran in the near future – this is a foregone conclusion. Iran has no air defenses, and all of its strategic assets are vulnerable. After a year of spectacular Israeli military victories, Netanyahu’s threats about Iran’s nuclear program aren’t just lip service – and Iran knows this. Israel is now the dominant regional power in the Middle East, and they will go for Iran’s jugular – all paths lead to Tehran.
(Raylan Givens on X)
✍️ @beholdisraelchannel
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🇮🇱 ❌ 🇮🇷 🛢 📈 — Deutsche Bank: Oil Prices will go to $125/barrel if the Iran-Israel conflict spills over into the Straight of Hormuz
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Developments in the Iran-Israel war. It is currently 1:11am in Tel Aviv and 1:42am in Tehran.
Main points:
Iran and Israel have started targeting each other’s energy infrastructure.
Iranian missiles continued to target and impact northern and central Israel.
Israel has started targeting Iranian oil infrastructure, including oil refineries and oil depots.
Israeli airstrikes continue to target various parts of Tehran and the surrounding areas.
Iranian air defence seems to finally be doing some damage to Israeli missiles and drones. In turn, Israel has deployed dozens of small quadcopters and loitering munitions to waste Iranian air defence and saturate for larger attacks with cruise missiles.
Drones launched from Iran and factions in Iraq continue to target northern and southern Israel.
Missiles & drones:
2 rockets were launched from the Khan Younis area of southern Gaza by an unknown Palestinian faction. Neither were intercepted, with the IDF claiming they hit an open area with no casualties.
2 rockets were ...
OIL MARKETS REACT SHARPLY TO ESCALATING MIDDLE EAST TENSIONS
📈 WTI CRUDE IS NOW FORECAST TO HIT $94.10 BY YEAR-END, UP OVER $21 IN A WEEK, ACCORDING TO KALSHI MARKETS.
THE JUMP FOLLOWS IRAN’S CANCELLATION OF NUCLEAR TALKS WITH THE U.S., CITING ISRAELI AIRSTRIKES. WITH TENSIONS RISING, MARKETS ARE PRICING IN THE RISK OF REGIONAL ESCALATION AND POTENTIAL DISRUPTION TO OIL FLOWS THROUGH THE STRAIT OF HORMUZ, A KEY ROUTE FOR 20% OF GLOBAL OIL.
ANALYSTS WARN THAT A FULL CLOSURE OF THE STRAIT COULD PUSH PRICES ABOVE $120–$150 PER BARREL. ...