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modrepub

(4,081 posts)
9. The Reality Is
Mon Mar 16, 2026, 05:42 AM
Monday

The international community must get commerce flowing again on the Gulf. It’s how they accomplish that that’s the question.

Either it’s a US based construction where all interested parties join together and confront the Iranians. Or a China-India-Russian aligned one that seeks cooperation with Iran while excluding those countries aligned with the US.

The second option seems far fetched in my mind because it’s not clear if Iran could be that discerning with its attacks given how degraded its military is at making centralized decisions. But if this option can be pulled off and the US and Israel are isolated then the folks who have to make had choices are the Gulf States and Europe.

And I’ll note not only are world oil prices spiking so are the US 10-year bond rates. The later is an indication confidence in our ability to finance our debt is taking a hit.

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