US Perspective on the Iran - Israel / US War

[Starlord]

"So much Winning" Trump impression

 

[Hamartia Antidote]

It's essentially a drop in the bucket

Well it still shows US long range military capabilities are key.
You've got bombers and other aircraft taking off well over the horizon (almost at will) and basically nothing happened to them.

Shockingly ( ) none of the 3 aircraft carriers got close enough to shore to be significantly targeted...which coincidentally has ALWAYS been the strategy since WW2, Korea, Vietnam, Iraq, yadda yadda yadda.

"oh those pesky US carriers will be DOOMED if they take on Iran!! They'll be sunk in the Gulf easily!!"

These will stop you!!

See our drones can fly over your carriers at will!! Next time you wont be so lucky!!

Yeah well so much for that...

 

[lightning f57]

oh those pesky US carriers will be doomed if they take on Iran!!"

Not Iran, China yes

 

[Hamartia Antidote]

Not Iran, China yes

Yeah when they sail in the Taiwan Strait ( ) they'll be goners.

 

[KAL-EL]

Not Iran, China yes

And Chinese aircraft carriers can be sunk too. You might want to remember that

 

[Shags202]

It's essentially a drop in the bucket

Why is everything a drop in the bucket regarding Iranian attacks I mean if we add up every single country with their own material losses this is including after the pentagon report that only went from February 28 to June 30 do we really believe everything is just a drop in the bucket hundreds of structures destroyed or damage dozens of aircraft god knows how many vehicles and everything in between we can keep repeating it’s a drop in the bucket but it’s a very very costly drop in the bucket

 

[Shags202]

Saudi export disruptions help drive some physical oil cargoes above $130 a barrel​

Prices for some physical oil cargoes in Europe have topped $130 a barrel on Tuesday as tensions in the Middle East fester and a key Saudi pipeline remains offline since an attack last week, according to trade sources cited by Reuters, approaching record highs seen in April.

Saudi Arabia has suspended late-September cargo shipments to European buyers after an attack on its East-West Pipeline last week forced it to cancel loadings from the Red Sea port of Yanbu,

North Sea oil is being viewed as a potential alternative to Saudi crude, but according to LSEG data North Sea Forties crude has jumped to $136.75 a barrel, nearing an all-time high from April at the height of the Iran war.

Put this on the Iranian thread but man I guess 130 or higher is coming sooner than later

 

[KAL-EL]

Why is everything a drop in the bucket regarding Iranian attacks I mean if we add up every single country with their own material losses this is including after the pentagon report that only went from February 28 to June 30 do we really believe everything is just a drop in the bucket hundreds of structures destroyed or damage dozens of aircraft god knows how many vehicles and everything in between we can keep repeating it’s a drop in the bucket but it’s a very very costly drop in the bucket

It's essentially a drop in the bucket because the weapons and or planes that Iran has damaged are minuscule compared to the size of the fleet of the usn and Air Force.

I mean I'm sorry if that bothers you but it's just a fact. It's war and they're going to be losses. The US has losses, but Iran has a lot more losses

Certainly not irans fault considering they're going up against a military superpower.

But I understand that Iran has to take every victory it can get.

 

[PakFactor]

As of today, the Dow has been down three days straight. Down almost 1200 points now. Oil markets are particularly unstable due to the latest events in the Persian Gulf as well as Houthi advances in Yemen.

Remember my earlier posts regarding the start of the US harvest.

You work in logistics. Davey works in a role in support of logistics. I retired from logistics. We get it.

I insure logistics companies and see costs on the P/L and other financial reports. Have one client who recently parked 20 trucks out of his fleet of 50. Some business isn't worth the cost, and those who had fixed-rate, long-term contracts for hauling would rather burn their trucks. The fuel averages 30% of a carrier's total operating expense; now they're seeing upwards of 50%.

Doing mental math, this would put a carrier in the negative- a -10%/-15% loss.

 

[AZ_HighCountry]

I insure logistics companies and see costs on the P/L and other financial reports. Have one client who recently parked 20 trucks out of his fleet of 50. Some business isn't worth the cost, and those who had fixed-rate, long-term contracts for hauling would rather burn their trucks. The fuel averages 30% of a carrier's total operating expense; now they're seeing upwards of 50%.

Doing mental math, this would put a carrier in the negative- a -10%/-15% loss.

So that fuel cost isn't another 20 bucks at the pump?

Parking 40% of a fleet is significant. If I was still doing one of my old jobs at DHL, I might be having a breakdown right about now. 100% of our ground transportation is 3rd party.

FWIW, just came from Costco. Gasoline is up another $0.04 per gallon from this time on Friday. Now, to some here, they don't care because the US is stacking Ws left and right. I saw a protest downtown this afternoon because of the high prices. And I live in a solid red area.

 

[Shags202]

It's essentially a drop in the bucket because the weapons and or planes that Iran has damaged are minuscule compared to the size of the fleet of the usn and Air Force.

I mean I'm sorry if that bothers you but it's just a fact. It's war and they're going to be losses. The US has losses, but Iran has a lot more losses

Certainly not irans fault considering they're going up against a military superpower.

But I understand that Iran has to take every victory it can get.

Doesn’t actually bother me just saying a very expensive drop in the bucket and many of these expensive items being used like interceptors or destroyed like radars aren’t going to be replaced overnight.
Nothing is as simple as any side pretends it is…..thankfully I will be out of town for over a week and you never know maybe this idiotic war will be over by than

 

[lightning f57]

And Chinese aircraft carriers can be sunk too. You might want to remember that

They can indeed, I find AC's white elephants when it comes to states like the US and China

 

[PakFactor]

So that fuel cost isn't another 20 bucks at the pump?

Parking 40% of a fleet is significant. If I was still doing one of my old jobs at DHL, I might be having a breakdown right about now. 100% of our ground transportation is 3rd party.

FWIW, just came from Costco. Gasoline is up another $0.04 per gallon from this time on Friday. Now, to some here, they don't care because the US is stacking Ws left and right. I saw a protest downtown this afternoon because of the high prices. And I live in a solid red area.

I wish it were another $20 bucks at the pump, as some here think it is; I feel the small carriers could sell out and allow larger carriers to consolidate. The larger carriers would also have the ability to rail convert more easily, allowing them to survive.

If within the next six months we don't reverse course, I do see the small carriers shut down or merge. The bad aspect is you will have a mega-carrier trap, and the strong razor-thin margin competition is gone. The result will be an increased cost of goods passed on to the customers.

 

[AZ_HighCountry]

I wish it were another $20 bucks at the pump, as some here think it is; I feel the small carriers could sell out and allow larger carriers to consolidate. The larger carriers would also have the ability to rail convert more easily, allowing them to survive.

If within the next six months we don't reverse course I do see the small carriers shut down or merging.

You and I could indeed have some good conversations about this.

 

[MS Sandhu]

They can indeed, I find AC's white elephants when it comes to states like the US and China

With ACs, you are literally taking the war inside the enemy's house.
In US vs China scenario, the outcome will depend on who can take out the adversy's eyes first.Everything else is just secondary.