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Conflict in the Middle East

US-Iran peace agreement discussion, part 4

1000 replies

RedTagAlan · 13/08/2026 11:40

Thread 4 for those following and commenting on the above subject.

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RedTagAlan · 14/08/2026 12:33

BelleHathor · 14/08/2026 11:20

An interesting thing to follow right now is the American strategic petroleum reserves running out.

I only recently learnt that they are stored in Salt Caverns. Trump et al have exhausted the supplies in order to keep the price of Oil artificially low.

Of course Trump blames Biden, who used the reserves during Covid, but not to this extent.

https://www.scientificamerican.com/article/the-u-s-stockpiles-oil-in-huge-underground-salt-caverns-heres-why/

They are low worldwide.

Some oil reserves are state owned, such as the US. I think the UK is refiners owned, where the guv order them to keep so much in reserve.

But get this. The US reserves are guv owned. So Trump is selling it to the refiners.

And the next POTUS will have to spend an awful lot to refill them.

OP posts:
BelleHathor · 14/08/2026 18:12

RedTagAlan · 14/08/2026 12:33

They are low worldwide.

Some oil reserves are state owned, such as the US. I think the UK is refiners owned, where the guv order them to keep so much in reserve.

But get this. The US reserves are guv owned. So Trump is selling it to the refiners.

And the next POTUS will have to spend an awful lot to refill them.

Yup, state owned in America and really only meant to be used in emergencies, such as a war on American soil, not to "buy" votes in elections.

It's extremely um lets say "questionable" as they are able to sell it right now whilst the price is high. The companies in America agree to replenish any oil taken out of the reserves, but where will they get that oil from due to worldwide shortages and being privately owned they can refuse if the cost is too high!

trumpredcard · 14/08/2026 18:55

So much has been happening that is being under-reported in the West. Yesterday evening Adnoc comfirmed that two of their vessels were attacked while transitting the Strait.

Maritime intelligence firm Kpler reported that just 13 vessels crossed the Strait of Hormuz on Thursday, up from nine on Wednesday but still far below normal levels. Nine of those used an Iranian-approved shipping route despite US warnings, while four sailed with tracking transponders switched off.
Marine Traffic showed the traffic included two sanctioned vessels, three “shadow” vessels and eight others. (My bold).
(Gulf News)

This shows that contrary to claims by both parties, neither Iran nor the US is completely in control of the Strait . And pollution concerns are also growing, with oil washing ashore near Qeshm Island and a major spill reported off Oman.

The depleted oil reserves are also being reported on more urgently as global stockpiles fall. This article sets out the reserves and supply chain landscape, and computes the figures. The stress test will be the next six months of a continued Strait blockade.

https://www.firstpost.com/business/global-oil-stocks-us-iran-war-six-months-reserves-crisis-14038116.html

trumpredcard · 14/08/2026 19:00

I know I live rent free in your head.

You wish. I think it's the reverse.

trumpredcard · 14/08/2026 19:32

This topic is Iran war adjacent because India is now a key part of Israel’s weapons supply chain.
This represents a fundamental change. For years, New Delhi had primarily been a major customer of Israeli weapons. But, through joint ventures and manufacturing partnerships, it is now a “significant contributor” to Israel’s weapons production.

We had previously discussed how the GCC countries/ME were splitting and forming separate 'defence' pacts. Pakistan has partnered with Saudi and Türkiye, but India has chosen Israel. I had not looked at the issue in any depth, so was surprised by the news that Hindu Indians see Israel as a buffer against the spread Islam.

There is a clear ideological confluence between Hindutva and Zionism,” he said. In rightwing circles in India and elsewhere, he argues, Israel is increasingly seen as a bulwark against the expansion of Islam.
...
Hindu nationalists have long admired Israel, viewing it as a model of a nationalist state that can assert itself in a volatile neighbourhood. Author Pankaj Mishra chronicled this affinity in a 2017 essay, writing that his grandfather was among high-caste Hindus who saw Israel as an example of how to deal with Muslims “in the only language they understood: that of force and more force”.

https://www.theguardian.com/world/2026/aug/10/this-is-india-relationship-with-israel-modi-netanyahu

My point is whether the US will expect Israel to step in when the 'annihilation' of Iran, promised by Trump starts, given that the US has already used up much of their stocks of missiles and interceptors.

As conflict in the Middle East intensifies, India’s relationship with Israel deepens

An Amnesty International report reveals that the country is now a key part of Israel’s weapons supply chain. Plus, Assam floods, student anger spreads and a song to put in rotation

https://www.theguardian.com/world/2026/aug/10/this-is-india-relationship-with-israel-modi-netanyahu

rainingsnoring · 15/08/2026 00:09

BelleHathor · 14/08/2026 18:12

Yup, state owned in America and really only meant to be used in emergencies, such as a war on American soil, not to "buy" votes in elections.

It's extremely um lets say "questionable" as they are able to sell it right now whilst the price is high. The companies in America agree to replenish any oil taken out of the reserves, but where will they get that oil from due to worldwide shortages and being privately owned they can refuse if the cost is too high!

I heard that the current agreement is that the oil companies repay the oil plus another 20% on top which is okay if the future price is cheaper but not so much if it is more expensive. As you say, most people are not visualising the shortages ahead at all! This has been one of my biggest concerns throughout this. It was always clear that Iran would close the SOH if attacked. What I didn't anticipate was how long the world has managed to co-operate and manage the lack of oil, etc, etc-see China. Despite that, the US reserves are reported to be very low now. I dread to think what is going to happen in Europe, never mind some Asian and African countries if this continues. Do we really think the US will continue to sell its oil to theUK, for example?! 2027 isn't shaping up to be a good year!

rainingsnoring · 15/08/2026 00:10

trumpredcard · 14/08/2026 19:32

This topic is Iran war adjacent because India is now a key part of Israel’s weapons supply chain.
This represents a fundamental change. For years, New Delhi had primarily been a major customer of Israeli weapons. But, through joint ventures and manufacturing partnerships, it is now a “significant contributor” to Israel’s weapons production.

We had previously discussed how the GCC countries/ME were splitting and forming separate 'defence' pacts. Pakistan has partnered with Saudi and Türkiye, but India has chosen Israel. I had not looked at the issue in any depth, so was surprised by the news that Hindu Indians see Israel as a buffer against the spread Islam.

There is a clear ideological confluence between Hindutva and Zionism,” he said. In rightwing circles in India and elsewhere, he argues, Israel is increasingly seen as a bulwark against the expansion of Islam.
...
Hindu nationalists have long admired Israel, viewing it as a model of a nationalist state that can assert itself in a volatile neighbourhood. Author Pankaj Mishra chronicled this affinity in a 2017 essay, writing that his grandfather was among high-caste Hindus who saw Israel as an example of how to deal with Muslims “in the only language they understood: that of force and more force”.

https://www.theguardian.com/world/2026/aug/10/this-is-india-relationship-with-israel-modi-netanyahu

My point is whether the US will expect Israel to step in when the 'annihilation' of Iran, promised by Trump starts, given that the US has already used up much of their stocks of missiles and interceptors.

Super complicated politically, no doubt, but Modi is making big mistakes here, in my opinion. I think his population are struggling.

trumpredcard · 15/08/2026 02:09

Trump landed a zinger of wishful thinking last night in a speech to the police academy, where he also claimed that he built up the military.

WASHINGTON — President Donald Trump said he plans to soon declare the Strait of Hormuz "a territory of the United States" as he once again asserted U.S. control of the critical waterway amid the war in Iran.
Trump made the extraordinary remark as he touted the success of an American naval blockade of Iranian ports that he claims has demonstrated U.S. control of the strait, a major accessway for oil shipping in the Middle East.
"After we finish defeating Iran, which is being very badly defeated, pretty soon I'll be declaring the Hormuz Strait a territory of the United States," Trump said in an Aug. 14 speech in Garden City, New York. "Essentially that's what we have. We have the blockade. No ships get through unless we want them to."

It was unclear whether Trump's comments marked a new policy position or just his latest escalation in rhetoric over the Strait of Hormuz, which connects the Persian Gulf and Gulf of Oman along the coasts or Iran and Oman. Trump claims the United States has opened the strait to all commercial ships other than those from Iran, crippling Iran's economy because of its reliance on oil exports.
Iran has rejected Trump's characterization of the strait, asserting it is instead under the "complete management and control" of Iran and that no commercial ships can go through without Iran's permission.

Kazem Gharibabadi, Iran's deputy foreign minister for legal and international affairs, quickly rejected Trump's latest comments.
"The Strait of Hormuz cannot be seized by tweet, nor by aircraft carrier, nor by issuing an order, nor by an election speech. Iran neither fears threats nor cowers before displays of power," Gharibabadi said in a statement.

https://eu.usatoday.com/story/news/politics/2026/08/14/trump-straight-of-hormuz-territory-iran-war/91310185007/

Meanwhile, the stalemate in peace negotiations continue.

Trump says he will soon declare the Strait of Hormuz a US territory

President Trump said he plans to declare the Strait of Hormuz a U.S. territory as he once again asserted control of the critical waterway.

https://eu.usatoday.com/story/news/politics/2026/08/14/trump-straight-of-hormuz-territory-iran-war/91310185007/

trumpredcard · 15/08/2026 02:31

On the subject of lower global oil reserves, I expect to see oil producing nations ramping up production and new drilling operations in oil producing nations. I agree with pp on keeping an eye on JPY and KRW as canaries for the flow and availability of oil supplies on the market. Supply chain issues mean current shortages will take more than a year to resolve itself. We could then end up with a glut and falling price as alternative energy sources are added to the mix.
Interesting (fascinating actually) times indeed, for economic and geopolitical students.

Oil prices edged higher on Friday while the dollar slipped, with global markets trading mixed in thin summer conditions as investors weigh US interest rate expectations against a conflict showing little sign of ending. The IEA has warned that reopening the Strait of Hormuz is becoming increasingly urgent as global stockpiles fall.
Iraq offered a rare positive signal, with Oil Minister Bassem Mohammed Khudair saying exports have averaged two million barrels per day since the start of August, around 26 million barrels in total, and the highest daily rate since the crisis began.
(Gulf News)

RedTagAlan · 15/08/2026 03:20

trumpredcard · 14/08/2026 18:55

So much has been happening that is being under-reported in the West. Yesterday evening Adnoc comfirmed that two of their vessels were attacked while transitting the Strait.

Maritime intelligence firm Kpler reported that just 13 vessels crossed the Strait of Hormuz on Thursday, up from nine on Wednesday but still far below normal levels. Nine of those used an Iranian-approved shipping route despite US warnings, while four sailed with tracking transponders switched off.
Marine Traffic showed the traffic included two sanctioned vessels, three “shadow” vessels and eight others. (My bold).
(Gulf News)

This shows that contrary to claims by both parties, neither Iran nor the US is completely in control of the Strait . And pollution concerns are also growing, with oil washing ashore near Qeshm Island and a major spill reported off Oman.

The depleted oil reserves are also being reported on more urgently as global stockpiles fall. This article sets out the reserves and supply chain landscape, and computes the figures. The stress test will be the next six months of a continued Strait blockade.

https://www.firstpost.com/business/global-oil-stocks-us-iran-war-six-months-reserves-crisis-14038116.html

Is there anything on where the 2 ships were attacked ? If attacked by Iran really, because this bit you posted, quote :

" Nine of those used an Iranian-approved shipping route despite US warnings"

That is just simply astounding.

All the evidence I have seen is that any ships Iran has hit has been on the Omani side. And the US are saying DO NOT use the Iran side, even tho that is where Iran DOES NOT attack ships.

That is possibly getting into baiting territory. And that leads me to think the US have no real interest in getting it open at all. That the US are acting like a goady poster on MN.

OP posts:
RedTagAlan · 15/08/2026 03:46

trumpredcard · 15/08/2026 02:09

Trump landed a zinger of wishful thinking last night in a speech to the police academy, where he also claimed that he built up the military.

WASHINGTON — President Donald Trump said he plans to soon declare the Strait of Hormuz "a territory of the United States" as he once again asserted U.S. control of the critical waterway amid the war in Iran.
Trump made the extraordinary remark as he touted the success of an American naval blockade of Iranian ports that he claims has demonstrated U.S. control of the strait, a major accessway for oil shipping in the Middle East.
"After we finish defeating Iran, which is being very badly defeated, pretty soon I'll be declaring the Hormuz Strait a territory of the United States," Trump said in an Aug. 14 speech in Garden City, New York. "Essentially that's what we have. We have the blockade. No ships get through unless we want them to."

It was unclear whether Trump's comments marked a new policy position or just his latest escalation in rhetoric over the Strait of Hormuz, which connects the Persian Gulf and Gulf of Oman along the coasts or Iran and Oman. Trump claims the United States has opened the strait to all commercial ships other than those from Iran, crippling Iran's economy because of its reliance on oil exports.
Iran has rejected Trump's characterization of the strait, asserting it is instead under the "complete management and control" of Iran and that no commercial ships can go through without Iran's permission.

Kazem Gharibabadi, Iran's deputy foreign minister for legal and international affairs, quickly rejected Trump's latest comments.
"The Strait of Hormuz cannot be seized by tweet, nor by aircraft carrier, nor by issuing an order, nor by an election speech. Iran neither fears threats nor cowers before displays of power," Gharibabadi said in a statement.

https://eu.usatoday.com/story/news/politics/2026/08/14/trump-straight-of-hormuz-territory-iran-war/91310185007/

Meanwhile, the stalemate in peace negotiations continue.

Fact check.

Where you said about him talking about making the SoH a US territory, that is so against UNCLOS that I HAD to fact check it.

"DONALD TRUMP 00:28:32-00:28:55 (23 SEC)
And, you know, I made the statement, but they always misread it and everything else because but I said the Democrats saying that is a hoax because they're the ones that caused the affordability problem. We're bringing the prices way down. Look at what's happening, coming way down. And after we finish defeating Iran, which is being very badly defeated, pretty soon I'll be declaring the Hormuz Strait a territory of the United States."

There it is. Fact checked, and it's true.UNCLOS was designed specifically to prevent this sort of thing happening. And he is saying this as he talks about crime prevention.

Source:

Speech: Donald Trump Discusses Crime Prevention and Enforcement in New York - August 14, 2026 — Trump Archive (trump-archive.com)

Speech: Donald Trump Discusses Crime Prevention and Enforcement in New York - August 14, 2026

Donald Trump: Thank you. Thank you very much. Wow, there's a lot of people outside trying to get in -- a lot of people outside. But I just want to say a very sp…

https://trump-archive.com/item/714d9abd-9f9e-4a17-a039-fd387e6b4224

OP posts:
rainingsnoring · 15/08/2026 05:35

trumpredcard · 15/08/2026 02:31

On the subject of lower global oil reserves, I expect to see oil producing nations ramping up production and new drilling operations in oil producing nations. I agree with pp on keeping an eye on JPY and KRW as canaries for the flow and availability of oil supplies on the market. Supply chain issues mean current shortages will take more than a year to resolve itself. We could then end up with a glut and falling price as alternative energy sources are added to the mix.
Interesting (fascinating actually) times indeed, for economic and geopolitical students.

Oil prices edged higher on Friday while the dollar slipped, with global markets trading mixed in thin summer conditions as investors weigh US interest rate expectations against a conflict showing little sign of ending. The IEA has warned that reopening the Strait of Hormuz is becoming increasingly urgent as global stockpiles fall.
Iraq offered a rare positive signal, with Oil Minister Bassem Mohammed Khudair saying exports have averaged two million barrels per day since the start of August, around 26 million barrels in total, and the highest daily rate since the crisis began.
(Gulf News)

It's very complicated but this is why Trump abducted Maduro and effectively stolen the Venezuelan oil output and has been trying to bully Canada too. The US could ramp up fracking but only if prices are high (they are nowhere near as high as they should be given the war). All this US manipulation of the oil (and other) markets is actually destroying any sort of feedback mechanism. Oil use continues as usual rather than being reduced, which is what is needed. I don't see how the manipulation can last too much longer but I always think things will happen quicker than they do!

rainingsnoring · 15/08/2026 05:43

RedTagAlan · 15/08/2026 03:46

Fact check.

Where you said about him talking about making the SoH a US territory, that is so against UNCLOS that I HAD to fact check it.

"DONALD TRUMP 00:28:32-00:28:55 (23 SEC)
And, you know, I made the statement, but they always misread it and everything else because but I said the Democrats saying that is a hoax because they're the ones that caused the affordability problem. We're bringing the prices way down. Look at what's happening, coming way down. And after we finish defeating Iran, which is being very badly defeated, pretty soon I'll be declaring the Hormuz Strait a territory of the United States."

There it is. Fact checked, and it's true.UNCLOS was designed specifically to prevent this sort of thing happening. And he is saying this as he talks about crime prevention.

Source:

Speech: Donald Trump Discusses Crime Prevention and Enforcement in New York - August 14, 2026 — Trump Archive (trump-archive.com)

The utter arogance of the US. The rules are only for the little guys!

RedTagAlan · 15/08/2026 05:54

rainingsnoring · 15/08/2026 05:35

It's very complicated but this is why Trump abducted Maduro and effectively stolen the Venezuelan oil output and has been trying to bully Canada too. The US could ramp up fracking but only if prices are high (they are nowhere near as high as they should be given the war). All this US manipulation of the oil (and other) markets is actually destroying any sort of feedback mechanism. Oil use continues as usual rather than being reduced, which is what is needed. I don't see how the manipulation can last too much longer but I always think things will happen quicker than they do!

Yup. And nobody wanted the VZ oil because it is a heavy oil that needs very specialized refineries. And meanwhile, the US gulf coast refineries that can handle it have spent billions on pipes to take Canadian tar sand oil, which is similar to VZ oil. Apart from Chevron, who were taking VZ oil anyway. There is also future security needed before they invest in VZ.

On top of that, the Texas drillers refuse to produce more because there is no pipe infrastructure to handle the gas that is a byproduct of the oil. To meet Trumps demands for an increase in oil, they would have to flare the gas. And apart from the money, there is environmental regs on that. The Texas oil producers are having to pay people to take much of the gas that they already produce.

The whole industry is a fine tuned global steady state thing. Planning is done decades ahead.

But for Trump. TWO WEEKS.

OP posts:
RedTagAlan · 15/08/2026 05:59

rainingsnoring · 15/08/2026 05:43

The utter arogance of the US. The rules are only for the little guys!

What Trump is talking about here is WORSE than what the PRC do in the SCS. I would say it is unprecedented, The PRC claims other nations EEZs, but here Trump is again talking about taking over another nation's territorial sea.

OP posts:
rainingsnoring · 15/08/2026 06:22

RedTagAlan · 15/08/2026 05:54

Yup. And nobody wanted the VZ oil because it is a heavy oil that needs very specialized refineries. And meanwhile, the US gulf coast refineries that can handle it have spent billions on pipes to take Canadian tar sand oil, which is similar to VZ oil. Apart from Chevron, who were taking VZ oil anyway. There is also future security needed before they invest in VZ.

On top of that, the Texas drillers refuse to produce more because there is no pipe infrastructure to handle the gas that is a byproduct of the oil. To meet Trumps demands for an increase in oil, they would have to flare the gas. And apart from the money, there is environmental regs on that. The Texas oil producers are having to pay people to take much of the gas that they already produce.

The whole industry is a fine tuned global steady state thing. Planning is done decades ahead.

But for Trump. TWO WEEKS.

Exactly 'planning is done ahead'. There has been very little if any long term planning in the West in general. Not so in China, Russia and Iran, for example.

As well as the price of oil needing to be high for the feedback mechanism that I mentioned above, it also needs to be much higher (and interest rates low!) for companies to want to put in the necessary investment into all the infrastructure needed. Everything in the West seems to be short term stop gaps though, which will cause a much greater collapse eventually. Wrong thinking!

rainingsnoring · 15/08/2026 06:23

RedTagAlan · 15/08/2026 05:59

What Trump is talking about here is WORSE than what the PRC do in the SCS. I would say it is unprecedented, The PRC claims other nations EEZs, but here Trump is again talking about taking over another nation's territorial sea.

Arrogant and hypocritical. Trump obviously has no insight into this and I'm sure most of his supporters don't either.

Twiglets1 · 15/08/2026 06:27

@RedTagAlan Is there anything on where the 2 ships were attacked ? If attacked by Iran really.

The media are unanimously (as far as I know) reporting that the ships were attacked by Iran. From Al Jazeera for example:

“The United Arab Emirates has strongly condemned and denounced the hostile Iranian attack that targeted two vessels affiliated with ADNOC as they transited the Strait of Hormuz,” the UAE Ministry of Foreign Affairs said in a statement in the early hours of Friday.
No injuries were reported from the attack, the ministry added.
Iran did not immediately comment on the attack or the UAE’s claims.

www.aljazeera.com/news/2026/8/14/uae-accuses-iran-of-attacks-on-two-adnoc-vessels-in-strait-of-hormuz

Twiglets1 · 15/08/2026 06:29

Iran targets two more Adnoc ships in Strait of Hormuz

UAE condemns ‘acts of piracy’ as tally of attacks against state-backed shipowner keeps rising.

Iran has targeted two more ships from Adnoc Logistics & Services as they transited through the Strait of Hormuz, the company has confirmed.

www.tradewindsnews.com/tankers/iran-targets-two-more-adnoc-ships-in-strait-of-hormuz/2-1-2029194?zephr_sso_ott=v2glZS

RedTagAlan · 15/08/2026 06:40

rainingsnoring · 15/08/2026 06:22

Exactly 'planning is done ahead'. There has been very little if any long term planning in the West in general. Not so in China, Russia and Iran, for example.

As well as the price of oil needing to be high for the feedback mechanism that I mentioned above, it also needs to be much higher (and interest rates low!) for companies to want to put in the necessary investment into all the infrastructure needed. Everything in the West seems to be short term stop gaps though, which will cause a much greater collapse eventually. Wrong thinking!

All big oil needs to plan ahead. No matter east or west.

This thing about the PRC playing the long game so well is the result of PRC propaganda. Even though it is a single Party State that can plan policy decades ahead, all they really broadcast are the "wins". Add to that none of their figures can be trusted.

On oil though they have planned a fair bit, and diversified supply. But they were planning for Malacca being closed off when they invade the "other China". That is what they are gearing up for.

For example, the Far East pipe they have just opened, and the Bay of Bengal pipes that are operating. All planned to bypass Malacca, that they expect will be closed to them.

OP posts:
Newbutoldfather · 15/08/2026 08:51

This situation is exactly what oil reserves are for. They have been released during every Middle East conflict that I can remember.

The idea is that they are released in wartime/oil shocks at a high price and replenished when oil is cheap. It is a good mechanism for ironing out price instability (and making some money for government to boot).

But, obviously, they are finite and, as they run low, basic energy security vs managing the oil price is a balancing act.

trumpredcard · 15/08/2026 09:40

all they really broadcast are the "wins". Add to that none of their figures can be trusted.
That is a good point to remember as China when getting all the good pr now.

On the attacks on Adnoc vessels, what is interesting is that the numbers, but not the exact location, being shared. For example, Adnoc announced yesterday that since the start of the war, fifteen of their vessels had been attacked. Yesterday's tanker attack, made it three vessels in the week so far. Location - using the Strait of Hormuz. We are then left to speculate on whether this week's vessels were using the US approved Omani route or not.

BUT
ADNOC confirmed that one of its vessels came under attack while transiting the Strait of Hormuz on Friday evening, August 14. No injuries were reported, and the situation was brought under control.
The company said it remains committed to protecting the safety and wellbeing of seafarers, while supporting freedom of navigation and maritime security.
ADNOC also urged the public to rely on official sources for updates and avoid sharing rumours or unverified information.
(Gulf News)

So the UAE is choosing to take the cautious approach in a fragile situation. One almost needs a code reader to understand the coded messages being sent out by the GCC countries. This is why experienced diplomats are needed on both sides, for negotiations.

trumpredcard · 15/08/2026 09:48

Adding that there is an official UAE statement naming Iran as the attacker. I wonder which statement was released first...

RedTagAlan · 15/08/2026 09:53

trumpredcard · 15/08/2026 09:40

all they really broadcast are the "wins". Add to that none of their figures can be trusted.
That is a good point to remember as China when getting all the good pr now.

On the attacks on Adnoc vessels, what is interesting is that the numbers, but not the exact location, being shared. For example, Adnoc announced yesterday that since the start of the war, fifteen of their vessels had been attacked. Yesterday's tanker attack, made it three vessels in the week so far. Location - using the Strait of Hormuz. We are then left to speculate on whether this week's vessels were using the US approved Omani route or not.

BUT
ADNOC confirmed that one of its vessels came under attack while transiting the Strait of Hormuz on Friday evening, August 14. No injuries were reported, and the situation was brought under control.
The company said it remains committed to protecting the safety and wellbeing of seafarers, while supporting freedom of navigation and maritime security.
ADNOC also urged the public to rely on official sources for updates and avoid sharing rumours or unverified information.
(Gulf News)

So the UAE is choosing to take the cautious approach in a fragile situation. One almost needs a code reader to understand the coded messages being sent out by the GCC countries. This is why experienced diplomats are needed on both sides, for negotiations.

The location is interesting. As I have posted before, when there are South China Sea incidents, the PRC are always vague about where, if they report it. But the "other side" will usually be more precise.

In this case, if Iran was attacking ships passing through the Iranian approved lanes, I reckon we could be 98 % certain that info would be broadcast to the world. That would have massive propaganda value against Iran.

"Look, Iran are telling ships where to go THEN attacking them. See how treacherous they are"

But that is not happening.

Edit add. Yes, the PRC are masters at propaganda. All the media is state controlled. And while they do not often outright lie, they leave things out. And they never say, if they can help it, how things are defined.

Trump is useless at it as we know.

OP posts:
JadeHare · 15/08/2026 13:53

From the Washington Post:

“are increasingly concerned that President Donald Trump is unable to manage the diplomacy necessary to secure peace with Iran, Arab and Western officials say.
Trump in recent weeks has repeatedly issued threats against Iran, only to withdraw them, citing progress in talks.* After months of conflict, and continuing missile and drone strikes by Iran and its proxies, three officials and a former U.S. diplomat told The Washington Post, the governments of Saudi Arabia, the United Arab Emirates, Qatar, Kuwait and Bahrain are now united in their aggravation with the administration. Some have begun to debate the utility of continuing to host large U.S. military installations on their territory.”
“Trump started this war,” one Gulf official said, “and we are paying the price.” Like others in this article, he spoke on the condition of anonymity to discuss the sensitive subject. Anger with the United States, the official said, was at its highest point since the U.S. and Israel attacked Iran in February.
The Gulf states continue to rely on Washington as a close security partner and major arms supplier, and Qatar and Bahrain host large U.S. bases. But the frustration is leading some states to consider new arrangements. These dynamics are unlikely in the near term to significantly reorder the region, analysts say, but some countries have begun to explore their options.
A mutual defense agreement signed by Saudi Arabia, Turkey and Pakistan last week was “a signal to the U.S.,” a senior European official said.”
“The pact shows the three powerful Sunni Muslim states “are trying to diversify their security and defense partnerships,” said the official, who is in regular contact with Gulf leaders. “In their mind, the U.S. is not enough.”
A White House official said Trump “has extraordinary relationships with all of our Gulf partners.”
“The United States has been in regular contact with all of our regional allies since before Operation Epic Fury,” said the official, speaking on the condition of anonymity under rules set by the White House. “Iran is more isolated than ever before as a result of its terrorist actions.””
“Representatives of the Saudi, Emirati, Qatari, Kuwaiti and Bahraini governments did not respond to requests for comment.
“There has been frustration from the get-go,” said Firas Maksad, director for the Middle East and North Africa practice at the Eurasia Group. U.S. allies in the Persian Gulf, he said, feel they were “unnecessarily entangled” in a war that Trump is now struggling to resolve.
Maksad, who has extensive contacts within Gulf leadership, said Trump’s Iran policy is often described in the region as “erratic” and “unpredictable.”
Anna Jacobs, a fellow with the Arab Gulf States Institute in Washington, said there has been “diminished trust” of the U.S. since the start of the war. U.S. allies think the country’s “conduct in the region is making them less safe, not more safe,” she said.”
“One Western diplomat in the region said these changes don’t amount to a significant shift in sentiment toward the United States. Even before the war with Iran, he said, U.S. forces in the region were not “enthusiastically” welcomed. “It was more something that was a necessary evil,” the diplomat said. “Now, the necessity of it is being put in question.”
Saudi Arabia has come under particular pressure in recent weeks. In addition to attacks from Iran and Iran-backed groups in Iraq, the kingdom has been targeted by Iranian-aligned Houthis in Yemen.
Houthi forces have repeatedly struck Saudi energy infrastructure and are attempting to shut down the Bab al-Mandab strait at the mouth of the Red Sea. Since Iran closed the Strait of Hormuz in the early days of the war, Saudi Arabia has depended on its Red Sea ports to export its oil.”
“Attitudes toward the war among Gulf leaders have shifted. Oman has opposed the conflict from the outset, but Saudi Arabia, the UAE and Bahrain have at times backed it.
Emirati forces have conducted “numerous” strikes on Iranian territory in recent months, according to the Western diplomat, and Saudi forces have struck back at Iranian-backed groups attacking from Iraq.
“At the beginning of the war, they were — I don’t want to say, supportive — but honestly, they were not totally against the war,” the senior European official said. The thinking in Abu Dhabi and Riyadh, he said, was that a quick, definitive victory could prove beneficial.”
“That began to shift in the lead-up to the first round of talks between Iran and the United States in April, the official said, when it became clear that not only would the Iranian regime not fall, but it would not reopen the Strait of Hormuz.
In the months since, Trump’s inconsistency has alarmed the Gulf, said Bader Al-Saif, an assistant professor of history at Kuwait University.
“Even before all this back and forth with Trump, there was no clear strategy,” said Al-Saif, a fellow of the Arab Gulf States Institute in Washington. He cited the Memorandum of Understanding between the United States and Iran in June.
“The MOU was a joke,” he said. The agreement didn’t address the Gulf states’ top concerns, including Iran’s ballistic missile arsenal or Tehran’s support for proxy forces.”
““Those terms were not terms of our liking,” Al-Saif said, “and that’s why it died out sooner than later.”
Trump, the White House official said, “has always been clear that his preference is diplomacy.
“Unfortunately, Iran chose the path of violence by killing American troops, committing international acts of terrorism, and lashing out at its neighbors in the region — and the Commander-in-Chief ensured that they reaped the consequences of those decisions.”
The Gulf states lack an immediately viable alternative to their decades-long security partnerships with the United States. As the conflict continues, the Gulf official said, their only choice is to double down on their alliances with Washington.
“Whatever we do,” he said, “we cannot say no to the United States.””
“Douglas Silliman, a U.S. ambassador to Kuwait and Iraq under President Barack Obama and Trump,
said he heard frustration with Washington on a recent visit to the region. But in recent weeks, he said, he is also hearing growing anger at Tehran for its continued attacks on infrastructure and refusal to reopen the Strait of Hormuz.
Silliman, now the president of the Arab Gulf States Institute, described the feeling in the region as
*“kind of this odd contradiction of being mad at the United States for starting the war and being dependent upon the United States” for equipment, munitions and intelligence.
If the conflict continues, the economic pressure on the Gulf will grow. Even during peacetime, the region quiets over the summer, tourism slows and residents hole up indoors to escape 100-degree days.”
But in autumn, temperatures fall and activity resumes. This year, the conferences, summits, festivals and Formula One races that pack the calendar from October through December are all in limbo.
“Saudi Arabia’s 10th annual Future Investment Initiative Institute in late October, the “Davos in the Desert,” could be an early test of whether senior officials and top CEOs are willing to visit the region, the Western diplomat said.
“They may tweak the theme” to acknowledge continued insecurity in the region, he said. “To postpone would send the wrong message.”
Iran continues to launch drones and missiles against Kuwait, but in the capital, much of life has returned to normal, Al-Saif said. “We have been through worse,” he said, referring to the 1990 invasion by Iraq that triggered the Persian Gulf War. “We handled the occupation. We can handle this.””
“The security lockdown from the war’s earlier stage has been largely lifted. Businesses are open, traffic has returned to city streets and Al-Saif has resumed teaching in person. But the conflict, he said, must not continue much longer.
“A quick end is obviously something we want,” he said. “The Gulf War was much more straightforward than today.””

Excerpt From
“Frustration with Trump grows among U.S.’s Persian Gulf allies, officials say”
Susannah George
The Washington Post
https://apple.news/AEOK00wXgSdeHppHgKcl2JQ
This material may be protected by copyright.

U.S. military has lost roughly 25% of its Reaper drones as Iran war depletes arsenal — The Washington Post

The aircraft, which cost up to $50 million each, have seen heavy use around the Strait of Hormuz — but they are relatively easy targets for Iran and its proxies.

https://apple.news/PwaJRVZxBi3cqyTOsx6puP1

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