3 minutes ago, radisa said:

Dodirne tačke na sve strane...

Lako će se dogovoriti....

Inače, ko trpa razliku u ceni od pre zatvaranja i posle zatvaranja prolaza, u USA? Jer USA ima svoje izvore, njima se relano jebe za Ormuz... Interno, njima nije ni cent povećana proizvodna cena, ali je bogami 1.4 po galonu izlazna na pumpi veća... A čak im se verovatno ne isplati ni sad da prodaju svom stanovništvu, nego da izveoze sve što mogu... Neku tu masno zarađuje, rekao bih, neko ko je dobar sa Trumpom i ekipom, a?

Tramp nije glup, smao je gramzivost doveo do neslućenih visna... Znali su oni da će ovi bombardovati UAE, SA i Katar i znali su da će biti zatvoren zaliv, ali, su izračunali da se njima privatno jako ispati sve to... A svetsku eknomiju, ljude i ostalo, ko jebe... Oni trpaju pare u svoje džepove zaštićeni na max sektom oko Trumpa...

Pas mater....

Video sam negde objsnjenje moderne politike da to vise nisu ni pravila kapitala, ni apsolutisticke drzave vec se sve svodi na GoT fazon da svako gleda svoj dzep a drzava mu dodje ko atar koji mu je dodeljen. Tako i Trampara nas.

4 minutes ago, radisa said:

Inače, ko trpa razliku u ceni od pre zatvaranja i posle zatvaranja prolaza, u USA? Jer USA ima svoje izvore, njima se relano jebe za Ormuz... Interno, njima nije ni cent povećana proizvodna cena, ali je bogami 1.4 po galonu izlazna na pumpi veća... A čak im se verovatno ne isplati ni sad da prodaju svom stanovništvu, nego da izveoze sve što mogu... Neku tu masno zarađuje, rekao bih, neko ko je dobar sa Trumpom i ekipom, a?

Iznenadio bi se:

Not all oil giants are prospering from the Iran war

Exxon and Chevron have benefited less than their European rivals

European firms are posting trading profits that still elude American ones. Because they have been unable to rely as much on domestic production, Europe’s majors have spent decades building large trading desks that employ hundreds of people. These desks don’t just hedge cargoes; they buy and sell crude, refined products and gas to profit from price differences across regions and over time. BP, for example, trades around 12m barrels of oil per day, equivalent to nearly 11 times its production. In volatile markets, traders can make huge profits exploiting price discrepancies. The segment that hosts BP’s trading unit earned $2.2bn in the first quarter, up from almost nothing a year before. The unit housing Total’s made $1.6bn, a fivefold increase on the same period in 2025.

https://www.economist.com/business/2026/05/06/not-all-oil-giants-are-prospering-from-the-iran-war?utm_source=substack&utm_medium=email

1 minute ago, Shan Jan said:

Video sam negde objsnjenje moderne politike da to vise nisu ni pravila kapitala, ni apsolutisticke drzave vec se sve svodi na GoT fazon da svako gleda svoj dzep a drzava mu dodje ko atar koji mu je dodeljen. Tako i Trampara nas.

Pa da... Ja se psolednjih nedelaj baš rokam sa USA politikom, i jbt, nekad mislim da mo mi uređannija zemlja od njih... Tamo se ladno ne poštije zakon, ne poštuju se ni jebene činjenice, ništa, samo se pazi da se ne zameri Trumpu...

Jbt, na izboru novih sudija, pitanje u kongresu, "da li iko od vas smatra da je Biden pobedio 2020", nijedan sudija ne sme da to kaže... Na primer, ima toga baš puno...

1 minute ago, Peter Fan said:

Iznenadio bi se:

Not all oil giants are prospering from the Iran war

Exxon and Chevron have benefited less than their European rivals

European firms are posting trading profits that still elude American ones. Because they have been unable to rely as much on domestic production, Europe’s majors have spent decades building large trading desks that employ hundreds of people. These desks don’t just hedge cargoes; they buy and sell crude, refined products and gas to profit from price differences across regions and over time. BP, for example, trades around 12m barrels of oil per day, equivalent to nearly 11 times its production. In volatile markets, traders can make huge profits exploiting price discrepancies. The segment that hosts BP’s trading unit earned $2.2bn in the first quarter, up from almost nothing a year before. The unit housing Total’s made $1.6bn, a fivefold increase on the same period in 2025.

https://www.economist.com/business/2026/05/06/not-all-oil-giants-are-prospering-from-the-iran-war?utm_source=substack&utm_medium=email

Ne mogu sad da čitam, iza paywala je, ali ovo ne opovrgava da Exxon i Chevron masno zarađuju, naprotiv baš to piše u naslovu da zarađuju (samo ima ko još više zarađuje).. Zar je to bitno, oni zarađuju i to je to...

2 hours ago, radisa said:

Ne mogu sad da čitam, iza paywala je,

https://archive.is/oRlOj

Pročitao sam, i realno, nije mi baš jasno šta žele da kažu...

Oni su pre rata imali problem, i sad kao i dlaje imaju problem, ali se to ne objašnjava beš eksplicitno kako...

the requirements needed for ships transiting the strait and was tied to a US naval escort for vessels, which has not been established.

https://x.com/BurggrabenH/status/2056147299319828834

21 hours ago, radisa said:

Pročitao sam, i realno, nije mi baš jasno šta žele da kažu...

Oni su pre rata imali problem, i sad kao i dlaje imaju problem, ali se to ne objašnjava beš eksplicitno kako...

Nekoliko faktora:

• hedging (nesto kao polise osiguranja) koji omogucuje stabilnije poslovanje, jer amortizuje velike oscilacije u cijeni repromaterijala. Mnoge firme koje u poslovanju zavise o commodities (sirovine kao secer, nafta, metali, zitarice) to rade. Ja sam u prosloj firmi bio zaduzen za hedging bakra, nikla i aluminija.

• relativno manje spekulativnog trgovanja (za razliku od BP, recimo)

• vlasititi kapaciteti u Zalivu i Aziji koji sad trpe usljed prekida proizvodnje.

A to je i moguca zabrana izvoza nafte i derivata iz SAD, ako domace cijene dodju do politicki i ekonomski previskog nivoa.

Poenta je da oni nisu toliko veliki dobitnici ovog rata kao sto bi se na prvi mah moglo pomisliti.

NYT.

Iran has used the ceasefire to successfully dig out all bombed ballistic missile sites, making them fully operational again. Iran also moved a large number of new mobile launchers across the entire country and adjusted tactics for any resumption of strikes, per a US military official.

Iranian commanders studied US fighter jet and bomber flight patterns with close Russian and Chinese help. The recent downing of an F-15E and groundfire striking an F-35 revealed American flight tactics had become "too predictable."

https://x.com/HormuzLetter/status/2056627552899256365

What the Pentagon Didn’t Say About a Deadly Crash

The military claimed the skies were “friendly,” but initial reports suggested otherwise.

https://www.theatlantic.com/national-security/2026/05/iran-war-pentagon-crash-investigation/687068/

A pair of Air Force refueling planes were flying high over Iraq two weeks into the U.S. and Israeli war against Iran. The KC-135 Stratotankers, which carry up to 200,000 pounds of jet fuel, function as flying gas stations, extending the reach of United States and allied aircraft far from air bases. On March 12, the two tankers collided. One of the planes safely landed with a badly damaged tail; the other crashed, killing six service members, constituting almost half of U.S. military fatalities in the conflict. The same day, U.S. Central Command said that the crash over Iraq’s western Anbar province had occurred in “friendly airspace” and had not been caused by hostile fire.

Initial intelligence reports told a different story. They indicated that the U.S. government had detected anti-aircraft fire by Iran-backed militias in the area around the time of the collision and that the pilots may have been forced to take evasive actions. The reports, which haven’t been previously made public, were described to us by two current officials and one former official. But Centcom’s leaders, citing different, more highly classified information, were convinced that those initial reports were mistaken. Militias had never fired surface-to-air missiles that could have threatened the aircraft, according to their assessment. The initial reports may have picked up instead on launches of missiles aimed at ground targets. That’s why the Pentagon statement asserted that no hostile fire was involved and that the skies were friendly. An Air Force–led investigation is expected to conclude that the disaster was an “avoidable mishap” by pilots operating in congested airspace, military officials told us.

Pustanje laznih vesti da bi se Ahmedinedzad diskreditovao i dodatno napravio haos u Iranu ili istina, pitanje je sada...

Early War Goal Was to Install Hard Line Former President as Iran’s Leader

https://www.nytimes.com/2026/05/19/us/politics/iran-israel-us-leader-ahmadinejad.html

5 hours ago, Emerald said:

Pustanje laznih vesti da bi se Ahmedinedzad diskreditovao i dodatno napravio haos u Iranu ili istina, pitanje je sada...

Early War Goal Was to Install Hard Line Former President as Iran’s Leader

https://www.nytimes.com/2026/05/19/us/politics/iran-israel-us-leader-ahmadinejad.html

Zanimljiv izbor, bese su njemu ajtolasi zabranili da se ponovo kandiduje zbog zloupotrebe drzavnih medija u kampanji?

7 hours ago, Emerald said:

Pustanje laznih vesti da bi se Ahmedinedzad diskreditovao i dodatno napravio haos u Iranu ili istina, pitanje je sada...

verovatno su Izraelci koristili dati "plan" da narandžastom retardu prodaju priču o laganoj pobedi. Nidža je u tu svrhu bio idealan, visoka verovatnoća da je jedini alternativni iranski lider za koga je retard barem čuo.

Islamabad after the Hajj season

https://x.com/AlArabiya_Eng/status/2057106870133825868

Edited May 20May 20 by vememah