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It's more complex than that.

Saudi Arabia has the East-West Pipeline [1] that takes ~7Mbpd (million barrels per day) of oil to Red Sea ports to avoid the Strait of Hormuz. They were already using it so there's not a lot of extra capacity they can get out. If we continue up the escalation ladder, the next big risk is that the Houthis close Bab al-Mandab, which is a not-quite-as-narrow but still vulnerable chokepoint to the Red Sea.

The UAE has the ADCOP (Abu Dhabi Cross Oil Pipeline) [2], which takes ~1.8Mbpd to the Gulf of Oman. This is beyond the Strait of Hormuz but not that far so technically is still vulnerable to drone attacks (in particular) from Iran if, again, we climb the escalation ladder.

The real issue is American security guarantees to GCC nations have been shown to be an illusion. Heck, the US can't protect their own bases in the region. Also, the US can't protect maritime traffic through the Strait. I mean this is in all seriousness: there is no military solution to this problem short of the use of nuclear weapons.

That means we are now in a situation where the US has to either split with Israel and offer Iran significantly better terms than they had before the war, likely including the lfiting of economic sanctions, or the US has to sit and watch the world plunge into recession and Asian countries in particular are going to burn. And who knows what a prolonged impasse will do to Europe, particularly come winter.

So far, the US seems to prefer letting the world burn rather thans plitting with Israel.

A protection racket ceases to be a protection racket if it no longer offers protection.

[1]: https://en.wikipedia.org/wiki/East%E2%80%93West_Crude_Oil_Pi...

[2]: https://en.wikipedia.org/wiki/Habshan%E2%80%93Fujairah_oil_p...

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> […] or the US has to sit and watch the world plunge into recession and Asian countries in particular are going to burn.

Perhaps worth noting that the US is not unscathed in this, as oil/petroleum is a global market that includes the US. US domestic gas pump prices (which is input into everything, including groceries) go up when global oil prices go up. Not to mention things like fertilize (and, as a lot of people suddenly found out, the importance of helium).

And it's not like the US can practically stop exports, as a lot what the US produces can't be processed by their own refineries (at least at prices palatable to the consumer).

* https://blog.drillingmaps.com/2025/06/this-is-why-us-cant-us...

So it's not wrong to say that the world may end up in a global recession, and Asian countries have more acute problems that will hit sooner than the US, but the US will also face those issues if things drag on.

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> Asian countries in particular are going to burn

They won't sit still, though. Eventually, if this were tried, we'd see Chinese-flagged tankers buying passage rights from Iran and being escorted by PLAN ships.

No way does Commander TACO take that shot. The US interdiction threat in the gulf is empty, and everyone know it. Iran gets paid at the end of every story. The whole boondoggle has been a failure for the US in every analysis.

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I suspect USN commanders have been ordered to leave Chinese flagged tankers well alone, even in the absence of a PLAN escort.
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The escorts wouldn't be for defense, they'd be for PR.
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> escorted by PLAN ships

This would be a blunder by Beijing. It would involve trotting their ships through half a world of American and allied sensors, only to put an untested-in-blue-waters navy perilously far from nearest bases or support if anything goes wrong.

I’m not saying the likes of Xi, Putin or Trump couldn’t do it. But it would be an intelligence bonanza for the West, India, Japan and Taiwan.

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> So far, the US seems to prefer letting the world burn rather thans plitting with Israel.

That is the plan: After decoupling the EU from Russia gas by provoking the Ukraine war, now it is time for the Asian countries to be cut off from gulf oil/gas, so the US fracking projects become economical and the entire "allied" countries depend on the US petrostate.

It is the only way to preserve US hegemony. Since this long term project is bipartisan, higher gas prices in the US don't matter before the midterm elections.

The only difference in foreign policy between Trump and Biden is that Trump is more risk taking and often spells out the real intentions, such as "we'll take the oil".

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>That means we are now in a situation where the US has to either split with Israel and offer Iran significantly better terms than they had before the war, likely including the lfiting of economic sanctions, or the US has to sit and watch the world plunge into recession and Asian countries in particular are going to burn. And who knows what a prolonged impasse will do to Europe, particularly come winter.

I have the impression that somehow if the world will go into a recession, China will come out ahead. It looks like they either prepared for it or they have enough space to maneuver.

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Iran started the war. They threatened the USA funded Hamas and Hezbollah and the Houthis. The US decided to respond but that’s more a surprise they didn’t do something earlier.
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When your opponent in an argument is this disconnected from reality, that's when you realizing engaging rationally is fruitless. This is just hasbara propaganda and Zionist lies and it has no place in a civil discussion.
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totally. iran’s navy was advancing towards us east coast, their bombers were getting ready to fly over the atlantic and rain down on us heavily. we were all sitting here scared shitless of iran :)
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The UAE is over-collateralized. They can sustain such a conflict for a very long time.
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davidf18 your post (and all your recent posts) is flagged dead.
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UAE is the third largest producer in OPEC, and has options to avoid the straight, yet Their economy recently get shocked though by the war they wanted to avoid
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strait
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[flagged]
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Even when Israel strikes first, someone else started it. Brilliant!
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hmm isn't the whole thing a continuation of "revenge against hamas's attack on Oct 7th 2023" ?

hamas being a proxy to iran, I don't get why people think iran as some "peace loving, innocent country"

well, are they?

raping/killing some *foreigners* and displaying their bodies as parade...

well that's not very "peace loving and innocent" is it?

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When you make a ceasefire and then strike first, that’s called being the aggressor.

How many civilians has Israel killed since oct 7? When is it enough?

Israel killed >50k civilians since October 7 between all the conflicts

Revenge is not a justification for destroying civilizations.

Israelis also rape, kill, and do other vile things to prisoners, innocent or guilty, who they imprison with or without charge.

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> When you make a ceasefire and then strike first, that’s called being the aggressor.

Oh boy, let me tell you about October 7th. Attacks by Hamas, Hezbollah, Houthis, and Iran followed. Oh, and half a dozen other Palestinian groups were involved in 10/7 but they don't like to talk about that.

> How many civilians has Israel killed since oct 7? When is it enough?

Probably not too far off from how many Iran has killed in the same timeframe (of course, they are killing their own). Iran killed 30,000 of their own just this year.

And just so we're clear, Iran supported Hezbollah in Lebanon and Syria, and the Houthis in Yemen, both or whom are responsible for easily 10x as many deaths as Israel (total). The civil wars in Lebanon and Syria left millions dead, and the one in Yemen also resulted in hundreds of thousands dead.

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> Israelis also rape, kill, and do other vile things to prisoners, innocent or guilty, who they imprison with or without charge.

well but do israelis parade their dead rape victims openly?

> When you make a ceasefire and then strike first

well that's between trump and iran? did netanyahu agree?

I agree that netanyahu is being a dick here: he should have focused on iran, instead of invading lebanon. That alone is a huge political/PR mistake

but... how's that ceasefire related? is israel a proxy of usa? does Trump control israel directly?

Ethically, the israel politicians goes at great length NOT to damage civilians: the walkie-talkie bomb is a classic example of "try to kill all the militants WITHOUT carpet bombing"

(though they failed to "kill all" with that scheme, and... well they did bomb a lot after that)

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> well but do israelis parade their dead rape victims openly?

1) why is that an important distinction?

2) but since you asked, they do, western media just refuse to show it but all you need to do is follow a bunch of israeli instagram accounts and you'll see more than enough sooner rather than later

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> 2) but since you asked, they do, western media just refuse to show it but all you need to do is follow a bunch of israeli instagram accounts and you'll see more than enough sooner rather than later

woah... big claims here! maybe you should post source?

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> well but do israelis parade their dead rape victims openly?

Ah, this is where you draw the line?

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well where do YOU draw the line then?

One side openly tries to do maximum death on everyone including infants (eg. fire random missiles, intifada, and the oct 7th attack)

The other side at least tried their best NOT to attack back (expensive missile defense systems) or at least kill only the militants selectively (walkietalkie boomboom)

I mean, you should be ashamed of even comparing israel vs iran/hamas/etc

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> One side openly tries to do maximum death on everyone including infants

That would be israel with special focus on journalists and doctors

> The other side at least tried their best NOT to attack back

As idiotic as it is, Iran shown more restraint then Israel and USA against other countries. Internaly not, but ouyside yes. They played tit for tat.

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Those “doctors and journalists” have repeatedly been shown to have second jobs working for Hamas, wearing Hamas uniforms, and having Hamas funerals.
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> Iran shown more restraint then Israel and USA against other countries > They played tit for tat.

like... firing missiles at UAE...? launching drone to dubai tower?

did India do anything to iran to get its ships fired upon?

blocking hormuz strait... that alone was enough to trigger global coalition -- though due to Trump's trade dick move to allies... no one sent troops...

if it's "tit for tat", then why does iran make so many un-related countries suffer (eg india?)

well simple: iran is the new pirate of 21st century. nothing more or less.

if anyone says "that's because US attacked", then if I got hit by a car, can I have my revenge on nearby pedestrians?

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I hope the FBI and DHS take note of American tech workers who support Iran and its proxies. No government agency should go anywhere near a YCombinator company.
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This sentiment strikes me as somewhat beneath the usual caliber I see here. Perhaps it would serve you well to step away from the keyboard for a while: take a walk, grab a drink at a bar, enjoy a quiet evening, and allow some real-world perspective to settle in.
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You support rape. I'm not the one with the problem.
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You don't have to support Iran, to condemn Israel.
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Agreed. One doesn’t dictate the other’s signal—step away from the monitor, let the noise fade, and you’ll notice they’re running on parallel tracks.
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Is that what I’m doing? Am I providing support to Iran? Or am I just expressing an opinion that criticizes Israel?
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Lol you mean until two years from now, when tides will inevitably shift?

The so-called "Zion-don" won't be in office forever, despite what he seems to believe.

Look at the polling. The current U.S. stance on Iran and Israel is extremely unpopular. It's only a matter of time before a natural course correction occurs, and the voters' voice is heard, whether at the upcoming midterms or the next presidential election.

And let me tell you, if you think HN is bad, you better not check Zoomer social media.

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protesting an idiotic war started for Israel is not supporting Iran. Seems obvious!
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First paragraph

> On 1 April, Israel bombed an Iranian consulate complex in Damascus, Syria, killing multiple senior Iranian officials.[28] In response, Iran and its Axis of Resistance allies seized the Israeli-linked ship MSC Aries and launched strikes inside Israel on 13 April.[6]

Not to mention, Israeli occupations in Syria, Lebanon, Gaza, and the West Bank. Iran is not the only bad actor.

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Yes, they hit the building in Syria where Iran and proxy military leadership were meeting two weeks prior. That’s a lot different than attacking another country directly, let alone recklessly targeting civilians as Iran has in every attack they’ve led or had proxies lead.

And it's really important that you understand this was after 45 years of proxy warfare by the Islamic regime against Israel, which resulted in tens of thousands of Israeli dead. This was entirely instigated by the Islamic regime - Iran was friendly with Israel prior to the Islamic revolution. Israel did not pick the fight with Iran, Iran picked the fight with Israel and has maintained it for decades because it drives support for their regime - the holy war is great motivation for the cultists.

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That’s 2024, you said the proxies started it in 2023?
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Yes, this was about the direct strikes between Iran and Israel.

I assumed you were aware of the most widely publicized conflict in human history, but just in case you’re serious: https://en.wikipedia.org/wiki/October_7_attacks

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https://www.wsj.com/world/middle-east/hamas-fighters-trained...

https://israel-alma.org/special-report-for-years-iran-planne...

There was extensive planning for a multi front attack including Iran, Hamas and Hezbollah.

The story of this war is the previous idea in Israel that you could work out with an extremely religious enemy at the border as underneath their claiming to want to destroy you, they are rational.

After Hamas decided to go on a national suicide for no achievement except for a single day of an orgy of violence and the complete destruction of gaza, that view has changed.

This puts Hezbollah similar to Hamas, and their patron Iran ballistic and nuclear weapon program in a different light, and makes preemptive strikes and the complete destruction of the Iranian Axis (largely successful) as an important goal for Israel

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Iran has been using Hezbollah to attack Israel for over 30 years now. The explicit goal of Iran, Hezbollah, and Hamas is the destruction of Israel.
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Absolute bullcrap. Hezbollah was created to stop illegal Israeli occupation of Lebanon. What hezbollah has done to the Israelis is nothing more than what they deserve
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Israel only ended up in Lebanon due to PLO attacks from Lebanon.

Hezbollah is responsible for the deaths of nearly a million Lebanese and Syrians. They are much better at killing other Arabs than Israelis. They are a tool for Shia clerics and Iran, not a legitimate force for good in any way.

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> Shouldn’t UAE be upset their entire economy has absolutely rammed by the war started by Israel?

It's pretty convoluted logic to blame Israel for Iran attacking the UAE.

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The problems the UAE has are not based on Iran attacking the UAE but Iran closing the Strait - which is a direct and foreseeable result of Israel attacking Iran.
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The US and Israel attacking Iran. Also with the Saudis heavily lobbying Trump to do it as well.

The Saudi crown prince wants Trump to continue the war still.

1: https://www.ndtv.com/world-news/us-israel-attack-iran-iran-i... 2: https://www.nytimes.com/2026/03/24/us/politics/saudi-prince-...

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Finding myself in the awkward position of defending Saudi Arabia here, but this is not at all a consensus of the political analysis community.

Relying on statements by the Trump administration as proof of this makes it even more spurious.

That said, MBS has done worse and it's not impossible, but alignment with UAE is faltering more and more so it's possible even if they once favored that action by the US they no longer hold the same view.

I am not claiming Saudis want what's best for the region, only that, even if they wanted war with Iran, they likely now no longer do, or at least would like the conflict to wrap up due to the heavy costs its inflicted on the region.

UAE will see the the whole region burn if it means MBZ can keep his seat.

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Careful, you'll break its world view.
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