Donald Trump appears to be on the verge of doing what the "Never Trumpers" could not--destroy his Presidency and make re-election impossible. It all boils down to whether or not he decides to launch military strikes on Iran. The bottomline is this--if Trump launches military strikes against Iranian military targets it is very likely he will ignite a series of events that will escalate beyond his control, expose him as a paper tiger full of empty bellicose threats and risk a war with other countries, including Russia and China.
The "War" class in Washington and the media are exhorting tough action and doing all within their power to portray Iran as an imminent threat to the West. The mantra, "the must be stopped," is being repeated ad nauseam in all of the media echo changers. President Trump, regrettably, is ignorant of military history and devoid of strategic intelligence when it comes to employing military force. He reminds me of Lyndon Johnson during the early stages of the Vietnam War--i.e., being exhorted to take action, increase forces and not back down rather than lose face on the international front.
The media is busy pushing the lie that Iran launched an unprovoked "attack" on a British flagged ship. They ignore the British action two weeks ago, when the British Navy seized an Iranian flagged tanker heading to Syria. Britain justifies its action as just keeping the sanction regime in place. But it is more likely the Brits intended this as a provocation, in coordination with some members of Trump's team, that would bait the Iranians to respond in similar fashion. Iran has taken the bait and given the Brits what Iran sees as a dose of its own medicine.
There is a dangerous delusion within the Trump National Security team. They believe we are so dominant that Iran will not dare fight us. I prefer to rely on the sage counsel of Colonel Patrick Lang--the Iranians are not afraid to fight us and, if backed into a corner, will do so.
I see at least four possible scenarios for this current situation. If you can think of others please add in the comments section.
OPTION 1
A diplomatic resolution. The UK and Iran agree to resolve the situation without shooting and release the respective ships. I think it highly unlikely that Iran will curl up in the fetal position and back down in the face of threats from the UK, the US or any other collection of countries (other than Russia and China). It is possible that Russia and/or China could intervene and offer Iran assurances on the sanctions front in order to defuse the situation.
OPTION 2
The UK/US launch a limited military action. The Iranian held ship is recovered and some key Iranian infrastructure is destroyed. I rank this as the most unlikely outcome. Iran will not sit passively and let us attack critical targets.
OPTION 3
A UK/US strike on Iranian targets is met by Iranian counter strikes on US/UK targets in the Middle East. US aircraft are downed inside Iran and Donald Trump comes under intense pressure to escalate. U.S. pilots, that survive being shot down, will give Tehran a new bargaining chip. Iran, while damaged, will survive. The Mullah's hold on Iran will be strengthened. Trump's political fortunes will be dire. He will be fatally wounded politically and will lose the portion of his based that did not want the U.S. to become entangle in .
OPTION 4
This is OPTION 3, i.e. military confrontation with Iran, but it escalates to include other countries, possibly Russia and China. This will bring us to the brink of nuclear conflict to a degree not seen since the Cuban missile crisis.
If you listen to the neo-con crowd that are certain we can bomb Iran into submission. That is a fantasy and is based on a lie. From what I am hearing from knowledgeable sources no one on the Joint Chiefs of Staff at DOD are advising caution. We are in an old fashioned dick measuring contest. Pride is supplanting reason. This is a dangerous time and the future of Trump's Presidency and possibly that of America hang in the balance in my view.
My understanding from what I have read is that the drone was at great altitude and stealth and thus Iran should not have been able to down it. Russia could have provided tactical info (as a clear warning to Trump) or S-300 components could have been delivered years ago, or Iran could be more advanced than Hollywood projects.
The patriot appears to be useless for missile defense (95% failure rate based on MIT analysis), and when THAAD had a chance to show its worth and down the Korean missile the pentagon decided not to show off how awesome it is (in a real as opposed to staged missile test). Thus, gulf oil installations are essentially undefended - after all, how are those Patriots at protecting our Saudi allies against even Houthi missiles?
Rural america is very dependent on gas prices - there is no mass transit and driving distances are long.
US SPR is less than in 2008, but US and global usage of oil is much greater. Cant see Trump price controlling oil (Nixon would have, but we didnt have a crony capitalism economy then), so the hit on global supply will not be tamed by selling the SPR.
SPR - Strategic Petroleum Reserve
Posted by: ISL | 22 July 2019 at 03:14 AM
Poul,
As Стивен pointed out, some bulk cargo ships are too large for the Suez canal even after the expansion completed in 2010.
Posted by: Fred | 22 July 2019 at 07:31 AM
Martyanov agrees with Mr. Johnson's assessment( see link below), and I think it is interesting to note that Martyanov echoes the earlier post by Mr. Colonel, I believe, about Japan's motivation in attacking Pearl Harbor. Namely, that if the Japanese military men didn't engage in an attack that they apparently knew, beforehand, was senseless, counterproductive, would lead to defeat, that "they would not be the men they thought they were."
http://smoothiex12.blogspot.com/2019/07/trump-iran-conqueror.html
God help us if these tools attack Iran.
Posted by: casey | 22 July 2019 at 09:28 AM
there will be no oil for a ship to even receive if a war starts. All the oil infrastructure will be hit in SA and the UAE. Only Kuwait and Iraq will be spared and they’re more allies of Iran than the headchoppers.
Israel will be the number one target.
Posted by: eakens | 22 July 2019 at 10:32 AM
Larry,
What's your take on the news coming out of Iran where the Iranians say they've arrested 17 CIA spies, and have sentenced some to death.
Posted by: J | 22 July 2019 at 11:41 AM
The problem with price controls is that they require rationing - and rationing encourages hoarding. I'm old enough to remember the queues at the gas stations in 1973. POTUS could simply ban oil exports - since the US is currently a net oil exporter I imagine that would be effective at keeping the price reasonably under control.
Posted by: JamesT | 22 July 2019 at 11:41 AM
Sir:
Before we can ascertain the validity of your observation above, we have to see:
to rephrase the question you asked in previous post, the appropriate question is whether Mr. Trump is man enough to stop the carnage in ME/N Africa for the last 30 odd years, or in the alternative indicate that he is but a low class slave to the most destructive Israeli PM, aka Bibi.
Posted by: Norbert M Salamon | 22 July 2019 at 01:25 PM
Iran is storing oil in Chinese bonded storage right now. It will have some oil to sell the Chinese if the Gulf is shut for a period.
https://www.bloomberg.com/amp/news/articles/2019-07-22/millions-of-barrels-of-iranian-oil-are-piled-up-in-china-s-ports
The real question is how badly could they damage Gulf oil production infrastructure and how long would it take to rebuild?
Posted by: Jack | 22 July 2019 at 01:45 PM
Our refining capacity is not matched with our production capacity in terms of types of oil. In the import export numbers its a wash, but would be massively disruptive if Trump (stupidly) was to do so. I imagine he would tweet it out, and then would get hauled up the keister by the oil industry - Basically, refineries are on a multi-decade time horizon and the US had a very different mix of petroleum (sweet vs sour crude) then, and its easier to ship for refining than reconfigure a refinery in the US (or anywhere).
Posted by: ISL | 22 July 2019 at 09:23 PM
Net crude oil imports 4 mbd, net crude and products import 2 mbd. Fracking boom will bust with net imports rising again. US has been a net importer since the late ‘40’s. Congress has to eventually increase Fed fuel tax as it hasn’t been adjusted for inflation in 26 yrs.
https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=WCRNTUS2&f=W
https://ycharts.com/indicators/us_oil_net_imports
Posted by: Lee | 23 July 2019 at 04:12 AM
Lee,
"Congress has to eventually increase Fed fuel tax as it hasn’t been adjusted for inflation in 26 yrs."
Well they didn't raise it in more than two decades but "evenually" is such a powerful motivating force that maybe Pelosi would like to have the house pass a tax hike now and see if The Squad - or the Senate - goes along with it.
BTW I know Math is Hard is the toughest course in college but 8,387 barrels per day in July of 2002 is much lower than the 4,254 barrels per day in July of this year and fluctuations appear throughout the historical record.
Posted by: Fred | 23 July 2019 at 09:04 AM
Zero military experience but you're right on point.
In case of war, no doubt Iran will strike in Afghanistan.
A US base like Bagram is an easy target right at the base of mountains north and west.
Indefensible
Posted by: aleksandar | 23 July 2019 at 04:13 PM
He doesn't speak for the hardliner, he spoke for the Iranian people.
If war begin, you will have millions of iranians ready to enlist.
Patriotism is a core value of Iranian society.
Posted by: aleksandar | 23 July 2019 at 04:46 PM
Fred, my point was that the US is not a net exporter of oil. Sure imports are way down due to fracked oil production. Fracked production will bust with imports rising or US consumption dropping. Saying fluctuations appear through the historical record is obvious and irrelevant.
The consequence of not indexing the Fed fuel tax to inflation or a percentage of sales is that it loses value over time. Previous administrations and Congresses had no problem updating the tax. What happens now is that the Highway Trust fund needs to be bailed out by the general fund which comes in part from deficit spending. My point there in response to James was that getting the deficit under control and adequate funding for transportation infrastructure will come from increased fed fuel taxes. Painting a bridge and paving a road cost more than it did 26 yrs ago.
So keeping the deficit and infrastructure funding “under control” is likely to come from higher fuel taxes and higher fuel prices if oil price is constant.
Posted by: Lee | 24 July 2019 at 02:30 PM