Christian Keeling

[Christian Keeling @ChristianKeeli2]

@stelzner_n1150 If he can keep a meaningful flow though teh straight under escort , say 6 to 8 per day, he might be able to kick the van for a long time yet

[Christian Keeling @ChristianKeeli2]

@Rory_Johnston How much work is "confirmed" doing here? Is there real cause for concern that actual volume is meaningfully higher and if so is there a reliable source for a total estimate?

[Christian Keeling @ChristianKeeli2]

@KySongDog @ggreenwald Your comments come off similar to death to iran

[Christian Keeling @ChristianKeeli2]

@Sam13571131 @WarMonitor3 And they've stockpiled the key goods likely

[Christian Keeling @ChristianKeeli2]

@Sam13571131 @WarMonitor3 This guy gets it. Iran still desperately needs some imports. But there's a good chance it can keep a sufficient flow. Marginal utility of import to Iran has nothing to do with value in dollar of that import

[Christian Keeling @ChristianKeeli2]

@johndoe90216171 @robin_j_brooks Join

[Christian Keeling @ChristianKeeli2]

@JavierBlas @smeslami Pipelines up the stakes somewhat because Iran would need to damage the pipelines to stop flow

[Christian Keeling @ChristianKeeli2]

@BrettErickson28 We just don't know the extent to which Iran's ability or willingness to escalate is constrained by China and we don't know China's tolerance for escalation. Worryingly for Iran it might just want to drag this out and drain USA

[Christian Keeling @ChristianKeeli2]

@DrieksCombrinck But will there not be demand destruction in Russia?

[Christian Keeling @ChristianKeeli2]

@Based_AFSpect8r @investinguab Re 2, is there not demand destruction in Russia too?

[Christian Keeling @ChristianKeeli2]

@veroderugy @Noahpinion People will believe anything so long as it's a compliment

[Christian Keeling @ChristianKeeli2]

@BrettErickson28 @TankerTrackers Do we know yet the destination of these exports? Could be very telling. Big global south players were beginning to suffer the effects of closure of straights. Pakistan necessary for vital imports not play ball if no oil

[Christian Keeling @ChristianKeeli2]

@LJumpsalot @ImperiumFirst Ok at crack spreads FFS. Retailers can't sell gas at a lower price than they buy it!

[Christian Keeling @ChristianKeeli2]

@BrettErickson28 @WayneLance Consequential for Pakistan

[Christian Keeling @ChristianKeeli2]

@BrettErickson28 The west achieved security of supply early in conflict by entering into supply agreements. This stabilised oil prices and discouraged precautionary and speculative hoarding. End of blockade and waiver may allow Iran to export to global south eg Pakistan that lack security of supp

[Christian Keeling @ChristianKeeli2]

@WarMonitor3 And that's without further strikes...

[Christian Keeling @ChristianKeeli2]

@journo_ben I firmly believe Israel is attempting to ethnically cleanse Gaza. The evidence for that is overwhelming.
In terms of a genocide I think you have to look at the definition ns id u accept thw broader definitiona used by e.g. UN then ye I do believe it is

[Christian Keeling @ChristianKeeli2]

@ggreenwald But we know why. It's to insulate trump from the debate. It actually facilities more open discussion between republicans

[Christian Keeling @ChristianKeeli2]

@BrettErickson28 Teh fact that china was not one hundred per cent of sales is important because it implies there was some other buyer who at least might have provided an alternative option for some or all Iranian oil and it was not a single buyer market. Iran was not wholly dependant on china.

[Christian Keeling @ChristianKeeli2]

@BrettErickson28 @guyelster And Iran will likely try to hold future earnings in a manner or location that will prevent future freezing by the USA. This process may help the development of the non dollar financial system