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> It's so narrow that they can even hit ships with artillery fire.

I'm not a military export but it doesn't look like a very good option. To get accurate targeting information Iran will have to use radars. Radars can be detected and destroyed given that the US has air dominance. Also as soon as artillery will start to fire their position will be calculated by counter-battery radars (and they will be destroyed again thanks to air dominance).

So drones (both UAV and unmanned USV) are likely more viable options for Iran.


During daytime, a 24 mile artillery hit on a ship the size and speed of an oil tanker is entirely within the capability of WW2-era naval gunnery by optics alone. Provided they have time for a few ranging salvoes.

(HMS Warspite, a WW1 era ship, managed a 24km hit on another moving ship!)


OP forgot to mention just mining the strait, which is also an option.

> The Straight of Hormuz is open to any country willing to pay $2M per voyage. Any country except the U.S. and Israel.

The straight is not physically closed by Iran. It's closed by insurance companies which asking a very high war risk insurance premiums. Even if you pay $2M it unlikely will reduce the cost of insurance. That's why very few ships are choosing this option (and some of them are shadow fleet tankers which probably have no insurance).


well, you can view it Iranian are willing to insure the vessel for $2M fee - that it will not get hit by them during the crossing ;). Once they are in the Oman sea, they can use traditional insurance.

You can view it like that, but most people don't. At least the people involved manning those tankers don't.

And why should them? It appears that the Iranian armed forces started acted quite autonomously, by design. They know that communications are not secure, so local commanders have a very high latitude in what actions they deem correct to take. If such a commander deems that asking and collecting $2 MM per vessel is a good idea, they'll do it. But if another commander thinks that sinking a passing vessel is what their standing orders are, they'll do it too, not being aware that the toll was paid. So, if you are the captain of such a vessel, what do you do? Do you complain to Iran for not holding their end of the bargain?


According to this map https://en.wikipedia.org/wiki/File:Strait_of_hormuz_full.jpg shipping lines are in Oman's territorial waters. Iran controls the whole area by creating a risk that a ship can be attacked. And if Oman would try to impose payments it would break the UN convention on the Law of the Sea.

> Iran can block the Strait of Hormuz indefinitely.

So can the US leaving Iran without means for existence. Right now Iran can export own oil but denies Arab countries form exporting their oil, I don't think such arrangement could last indefinitely.


On the contrary, Iran get the sanctions on their oil lifted. They are in a significantly improved position economically now.

One may argue that Lebanon is already annexed by Iran using Hezbollah which has more power than the official Lebanon government or at least had more power before attacks from Israel in recent years. Also I don't beleive Israel is going to annex Lebanon but they may create a buffer zone in the south of the country.

>One may argue that Lebanon is already annexed by Iran

No one serious is arguing this. Total nonsense as far as anyone in Lebanon is concerned.

>I don't beleive Israel is going to annex Lebanon but they may create a buffer zone in the south of the country.

So they are going to annex but under a different term. Got it.


> Lebanon is already annexed by Iran using Hezbollah which has more power than the official Lebanon government

I invite you to argue it, despite the Lebanese army, in their own words, "happily" working with Hezbollah in fighting against Israeli invasion into Lebanon.

> Also I don't beleive Israel is going to annex Lebanon but they may create a buffer zone in the south of the country.

This is called invasion followed by annexation.


> And where exactly are you planning to operate that trawler out of? Or are you going to send it across the Atlantic on its own

China operates fishing fleets all around the globe but Iran is not known for this so Iranian fishing vessel in western Atlantics will rise suspicions. An ordinary cargo vessel heading to the Central America on other hand may sail unnoticed.


How to identify a vessel as Iranian though? They can just register it in a Caribbean country and give it a less suspicious name.

2500 km is a realistic range of you follow the war in Ukraine. Kyiv is frequently attacked with Shahed drones and it is far from frontlines.

> Kyiv is frequently attacked with Shahed drones and it is far from frontlines. reply

It's a couple of hundred miles from the frontlines in Kharkiv, and the Russian border to the North is even closer.


Shaheds are launched not from the frontline (to avoid a launch site being attacked) but I would agree that a typical attack distance is around 500 km (which is much less than the range stated in wikipedia). Still this unlikely the max range of this drone and there is a tradeoff - one can increase range by reducing the war head mass.

The genius of the Shahid drone is that the fuel is the warhead. Look at Shahid attacks - mostly FA damage, very little HE damage. They are for killing people and destruction of soft infrastructure by fire, not destruction of hardened infrastructure by explosion.

The fuel tank is heavily segmented, so they are difficult to shoot down. When shot, they lose fuel but continue to the target. They get to the target with less fuel, but still get there. The HE them detonates the remaining fuel load.

A Shahid could do a 2500km mission, and arrive with a very small fuel load. That will be effective against targets that already have enough fuel to burn there, such as apartment buildings, petroleum energy infrastructure, office buildings, etc. Less so against places with little flammable material concentration such as hospitals, military installations (other than fuel and munitions depots), roads and runways, etc.


Kyiv is pretty close to the Russian border to its north, even Moscow itself is less than 1000km away.

I think the furthest hits Ukraine has been able to achieve with drones were on a refinery about 1300km from Ukraine controlled land.


I assume TSMC is not only helium consumer so in reduced supply situation they’ll pay more and someone else will end up without helium.

Problems are never ending but amount of money which can be made in short (or even mid) term by solving these problems is limited. Every dollar spent on LLM is a dollar not spent on salaries.

Reliance on Russian gas (which did increase after shutting down nuclear) is a bigger problem than relying on nuclear fuel: in nuclear energy fuel cost has much smaller impact on electricity cost than gas price for gas fired power stations.

In 2024, the EU imported a little over €700 million in Russian uranium products out of a total of €22 billion Russian energy imports.

https://www.bruegel.org/analysis/ending-european-union-impor...


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