@robertwrighter He's running this war from a buffet room at a golf resort surrounded by men who tell him he's a genius. This whole thing is built on fantasy.
I suspect Trump thought killing Khamenei would be a punctuation mark that would let him declare victory and disengage (like the June bombings of nuclear facilities). I also suspect it's going to have the opposite effect. It can't be overemphasized that Trump is dumb as a brick.
Amazon temporarily shuts down its data center in UAE after being hit. The UAE strongly believes in AI and badly wants to host AI data centers, which are rare and extremely costly to build. This escalation is problematic in that way, too.
WaPo: the mood inside the Pentagon is "intense and paranoid"
Pentagon leaders worry the US will expend its air defense stockpiles, and the conflict will "spiral out of control"
This is precisely what Pentagon Joint Chiefs Chair Dan Caine warned of last week
The Strait of Hormuz is a military problem - but above all, it's an insurance issue. And it's worsening:
"...More than half of the world’s largest maritime insurance clubs will cease covering war risks for ships entering the Persian Gulf ..."
https://t.co/64sz3mZew1
What to expect from the us-israel conflict against Iran for the next days?
The first thing is that you understand that assassinating leaders is such a violent measure that it ends up terrorizing and uniting the country. What was the reason to attack even the opponents of the government?
Was the project to colonize like it was Venezuela? Iran is a big player and was underestimated.
The second is not to start conflicts without adequate planning and supplies to carry them out. Israel started this attack with only 1/3 of the defense missiles it had when it attacked Iran in June last year.
The US got into this canoe knowing that not even against the Houthis with a force of 20 ships and aviation had they managed to inhibit missile launches from a tiny territory. Not even in Iraq operating 6 aircraft carriers was such a feat achieved.
Who had the idea to claim that this in a country the size of Iran would be hit in hours or days?
By my calculations, US-ISRAEL and allies possessed at the beginning of this conflict, about 2,500-3,000 interceptors, considering total ground batteries and vls of the fleet.
In just two days Iran fired more than 400 missiles and almost 1,000 drones, certainly consuming from 1,000 to 1,500 interceptors only in 2 days.
The situation is worrying and the biggest problem is that umUS-Israel fell into an attrition war knowing that their interceptor industries do not support such attrition.
President trump not for nothing talks about short conflict, but after agreeing with the assassination of leaders, he created an environment where there is no space for negotiations, mainly because Iran knows exactly where and in which wound to press.
For Iran it doesn't matter if the country will be in rubble, as long as missiles remain to launch against the US-Israel.
And don't expect Iran's missiles to run out. Imagine the stock of someone who has been producing missiles for 40 years.
This coalition created a spiral from which they see no way out and, we are on the third day without any sign of reduction in Iran's launches, quite the contrary we are seeing new missile models and e en the US embassy under fire.
The cost of all this so far to not get anywhere is already in the house of many billions.
I'll repeat here, If Iran today maintains its capabilities as in the last two days, this situation shapes up for us-israel to have to ask for help from gulf countries and in the last case europeans.
🚨 BREAKING: Reports indicate Iran has struck Saudi oil infrastructure, with strikes said to have affected the Aramco facility at Ras Tanura amid the wider regional escalation.
Ras Tanura is one of the largest oil refining and export facilities in the world.
The refinery is Saudi Aramco’s largest refinery, with capacity of roughly 550,000 barrels per day.
THE GLOBAL AVIATION MODEL JUST HIT A MISSILE
Emirates suspended operations from Dubai. Etihad grounded flights from Abu Dhabi until at least March 4 according to FlightGlobal. Qatar Airways halted departures from Doha, holding cargo at hubs worldwide. PBS confirmed 2,280 flights cancelled. Fortune reported 90,000 passengers per day stranded across Gulf hubs. The Guardian counted 115,000 Australians alone affected. FreightWaves documented Qatar Airways holding 13 tons of daily cargo capacity at standstill.
That was the first 72 hours.
Trump told reporters the war will last approximately four to five weeks. Project the math. Ninety thousand stranded passengers per day across 35 days is 3.15 million passengers. Each requiring rebooking, accommodation, meals, and compensation under international air passenger rights. Emirates alone carried 43.6 million passengers in the twelve months before this war. Dubai International processed 92.3 million passengers in 2024, making it the busiest international airport on earth. Every single one of those routes now requires rerouting south over Saudi Arabia, adding 1 to 3 hours of flight time, burning thousands of additional gallons of jet fuel per departure, on routes that were priced for direct overfly.
The fuel cost alone will restructure ticket pricing for every carrier touching the Gulf for the next quarter.
But here is what the travel industry is not yet processing.
The UAE intercepted 137 ballistic missiles and 209 drones according to the Hindustan Times. Breaking Defense reported 541 total drones launched at UAE territory, with 35 falling and causing material damage. Smoke was visible over Jebel Ali port on satellite imagery. The Burj Al Arab absorbed drone fragments. Iran hit Dubai’s most photographed landmark and the logistics port that handles 40% of UAE trade.
Emirates, Etihad, and Qatar Airways are not ordinary airlines. These three carriers and their hub airports are the connective tissue of 21st-century global aviation. The entire long-haul routing model for East-West traffic, connecting Europe and the Americas to Asia, Africa, and Oceania, was built on a single premise: that the Persian Gulf is a permanently stable corridor. Over two decades, Dubai, Abu Dhabi, and Doha captured the global transit market by positioning themselves as the geographic midpoint between every major population center on earth.
That geographic advantage just became a geographic liability. The midpoint between continents is also the midpoint of a war zone.
Every code share agreement, every interline connection, every cargo forwarding contract written through Gulf hubs assumed zero probability of sustained airspace closure from military conflict. Insurers at Lloyd’s are recalculating war-risk premiums in real time. Cargo forwarders are scrambling to route through Istanbul, Singapore, and Addis Ababa. FreightWaves reported air freight rates already spiking before Monday markets open.
Four to five weeks of closed or contested Gulf airspace does not create a disruption. It creates a structural rerouting of global aviation away from the Gulf model permanently. Airlines that spent 20 years building hub-and-spoke empires through Dubai and Doha just discovered the spoke runs through a missile corridor.
The world built global connectivity through a war zone.
The war just arrived.
https://t.co/BrzGRrU3VW
Ben Stokes is dismissed for 155 but receives a standing ovation from both sets of fans at Lord's 👏 🏴 🇦🇺
What an innings. What a player. What a leader ✨
At the UN tonight, Australia is urged by Human Rights Council members to reconsider its approach to climate change and to phase out coal in order to meet Paris targets #AusUPR#ClimateCrisis