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Conflict in the Middle East

(Lack of) US Iran Peace Agreement Part 5

478 replies

OnePeppyFatball · 14/09/2026 10:37

Part 5

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Twiglets1 · 28/09/2026 03:56

trumpredcard · 28/09/2026 01:50

Trump deflecting from this story of another US drone captured?

Tehran: Iran’s Islamic Revolutionary Guard Corps (IRGC) on Sunday (local time) repeated its claim of capturing a US underwater drone in the Strait of Hormuz, this time identifying the "second catch" as a "Mk 18 Mod 2 Kingfish" that was earlier reported as a REMUS 600.
In a post on social media platform X, the spokesperson for the IRGC, Second Brigadier General Hossein Mohebbi, confirmed that the naval force had seized the American "Mk 18 Mod 2 Kingfish" autonomous underwater vehicle (AUV).

"The Strait of Hormuz is not only open, but a hunting ground for the IRGC Navy targeting American submarines; the second catch has been reeled in, this time the Mk 18 Mod 2 Kingfish; an advanced, autonomous AUV equipped with sonar and precision navigation, worth several million dollars. It's not just a hunt; it's a trophy of technology and intelligence," the IRGC wrote.
The IRGC Navy earlier claimed that it had seized this system, describing it as a REMUS 600 belonging to the United States military in the Strait of Hormuz.

(Gulf News)

If you believe the IRGC.

The US military has told Al Jazeera that it maintains “positive control” of all its drone assets, calling Iran’s claim that it captured an advanced US underwater vehicle in the SoH “clearly desperate”.

RedTagAlan · 28/09/2026 04:34

notimagain · 27/09/2026 19:12

Fairly reliable reports have it that Fairford upped it's security state Saturday, so it looks like someone had picked up a hint of something...then the member of the public spotted the vans and phoned it in.

I would have thought security would be very high anyway. What with the war.

Then again. This story that I saw the other day might be relevant.

Two men arrested after emerging from manhole near Netanyahu’s hotel, police say | CNN

Men emerge from hole in ground, police looking into it.

I would have thought underground in NY would have fairly tight security anyway, and that with a UN meeting. all the checks would have been done again, and the tamper proof seals and so on redone.

Pair arrested after emerging from manhole near hotel where Netanyahu stays, police say | CNN

A citywide manhunt led to the arrest of two suspects who New York City police say emerged from a manhole just outside a hotel where Israeli Prime Minister Benjamin Netanyahu regularly stays during the UN General Assembly.

https://edition.cnn.com/2026/09/25/us/nyc-sewer-manhole-arrests

Legsess · 28/09/2026 07:46

Anyone want take a punt at how likely it is that Trump will ban diesel exports?

I personally think it's at least as likely as not, based on my perception of the pressure Trump is under to do something about prices close to the mid-terms.

I appreciate that this isn't the most scientific method.

RedTagAlan · 28/09/2026 07:51

Legsess · 28/09/2026 07:46

Anyone want take a punt at how likely it is that Trump will ban diesel exports?

I personally think it's at least as likely as not, based on my perception of the pressure Trump is under to do something about prices close to the mid-terms.

I appreciate that this isn't the most scientific method.

Good thought. And thinking about it, I agree. His base would love it too.

trumpredcard · 28/09/2026 07:51

The development that Trump turned down the latest Iranian proposal plus his saying that the Strait was “not going to be quite as important as it was in the past”, indicates a change in US assessment and positioning.

It could be that Trump has written off the Mid Term results so there is now less urgency to get Hormuz fully open and traffic moving asap.
Or it could be that significantly more traffic is moving through the strait
Or the work arounds - those ship to ship transfers and protected vessels are helping significantly, even though exports are down on pre war figures. (Since the war started, the highest figures for O&G and cargo moved through in the last two weeks.)

Which leaves a situation where US urgency to reopen the strait fully has been relaxed, while at the same time Iran believes Hormuz remains a powerful source of leverage. So two different assessments of the value of Hormuz.

Which one will prevail, and will we see the US demanding a zero sum result or will Tehran pull off a win-win?

RedTagAlan · 28/09/2026 07:57

trumpredcard · 28/09/2026 07:51

The development that Trump turned down the latest Iranian proposal plus his saying that the Strait was “not going to be quite as important as it was in the past”, indicates a change in US assessment and positioning.

It could be that Trump has written off the Mid Term results so there is now less urgency to get Hormuz fully open and traffic moving asap.
Or it could be that significantly more traffic is moving through the strait
Or the work arounds - those ship to ship transfers and protected vessels are helping significantly, even though exports are down on pre war figures. (Since the war started, the highest figures for O&G and cargo moved through in the last two weeks.)

Which leaves a situation where US urgency to reopen the strait fully has been relaxed, while at the same time Iran believes Hormuz remains a powerful source of leverage. So two different assessments of the value of Hormuz.

Which one will prevail, and will we see the US demanding a zero sum result or will Tehran pull off a win-win?

I think he had written off the midterms with his $5k "dividend". That would cost about $1.35 trillion. And I suspect it would drive inflation up.

But I am no expert on inflation at all.

trumpredcard · 28/09/2026 08:00

Legsess · 28/09/2026 07:46

Anyone want take a punt at how likely it is that Trump will ban diesel exports?

I personally think it's at least as likely as not, based on my perception of the pressure Trump is under to do something about prices close to the mid-terms.

I appreciate that this isn't the most scientific method.

Given how erratic Trump's actions are, anything could happen.

The Energy Secretary said that a blanket ban would not work and could raise gasoline and jet-fuel prices, because refiners might cut overall production, and a WH official also denied a report that the U.S. was preparing a 90-day blanket ban.

But Trump has a sharpie...

eta
Diesel hit £203.9 yesterday, where I am.

RedTagAlan · 28/09/2026 08:30

trumpredcard · 28/09/2026 08:00

Given how erratic Trump's actions are, anything could happen.

The Energy Secretary said that a blanket ban would not work and could raise gasoline and jet-fuel prices, because refiners might cut overall production, and a WH official also denied a report that the U.S. was preparing a 90-day blanket ban.

But Trump has a sharpie...

eta
Diesel hit £203.9 yesterday, where I am.

Edited

Quote " ..... because refiners might cut overall production,..."

There is that bloody capitalism at work again :-)

I recall reading about something similar happened in China a couple of decades back. They had "privatized" many state refiners but done it in a way that they were still state, but they sort of "looked like" they were not. (Cronyism I think) Anyway, central government were setting fuel prices. Oil prices were high, and the oil companies were losing loads of money. So what did these private/ state oil companies do ? They all scheduled "essential" maintenance that would shut refineries... at the same time.

So Central Government put the prices up.

trumpredcard · 28/09/2026 09:10

RedTagAlan · 28/09/2026 08:30

Quote " ..... because refiners might cut overall production,..."

There is that bloody capitalism at work again :-)

I recall reading about something similar happened in China a couple of decades back. They had "privatized" many state refiners but done it in a way that they were still state, but they sort of "looked like" they were not. (Cronyism I think) Anyway, central government were setting fuel prices. Oil prices were high, and the oil companies were losing loads of money. So what did these private/ state oil companies do ? They all scheduled "essential" maintenance that would shut refineries... at the same time.

So Central Government put the prices up.

Ever heard the one about O&G 'market share meetings'? In the UK in the 90's no less, to agree on who would bid for which contracts. It was actually a practical way of spreading the wealth, but no doubt also influenced retail price. But I don't have the details or Maths to work out by how much.

trumpredcard · 28/09/2026 09:12

Trump's $5k freebie is spin for the masses. He knows that he will never need to deliver.

Newbutoldfather · 28/09/2026 09:50

I struggle to believe that even Trump would be stupid enough to ban diesel exports.

Here is politico’s take on it:

https://www.politico.com/news/2026/09/26/diesel-export-ban-energy-europe-01094058

I just see it as having very far reaching consequences in terms of the EU (and UK) trying to move as much important trade from the U.S as possible. I also suspect that, even short term, there must be some things that we (as in UK plus EU) could stop exporting to the U.S which would really damage them.

Newbutoldfather · 28/09/2026 09:58

@RedTagAlan ,

‘I think he had written off the midterms with his $5k "dividend". That would cost about $1.35 trillion. And I suspect it would drive inflation up.’

This will never happen.

Firstly, he would have to get $1.35 trillion from somewhere! He could either tax it, borrow it or ‘create’ it. None are appealing. He is against higher taxes, the bond markets are not happy, as is, and ‘creating’ it would put the usd under pressure and feed directly into inflation.

If you give money to the less well off (which this would primarily be), they tend to spend it, as they have to. That would be a plus to economic growth, for a short time, but then disappear. Ditto for inflation, it would mathematically be a delta function (a high spike with very little width) as inflation is a rate of change measure.

RedTagAlan · 28/09/2026 10:16

Newbutoldfather · 28/09/2026 09:58

@RedTagAlan ,

‘I think he had written off the midterms with his $5k "dividend". That would cost about $1.35 trillion. And I suspect it would drive inflation up.’

This will never happen.

Firstly, he would have to get $1.35 trillion from somewhere! He could either tax it, borrow it or ‘create’ it. None are appealing. He is against higher taxes, the bond markets are not happy, as is, and ‘creating’ it would put the usd under pressure and feed directly into inflation.

If you give money to the less well off (which this would primarily be), they tend to spend it, as they have to. That would be a plus to economic growth, for a short time, but then disappear. Ditto for inflation, it would mathematically be a delta function (a high spike with very little width) as inflation is a rate of change measure.

It's not for the less well off. Its each, for every adult US citizen.

Newbutoldfather · 28/09/2026 10:22

@RedTagAlan ,

Given the wealth distribution in the U.S, where does the median sit?

I think most of it will be spent rather than saved given the savings/debt ratio etc

RedTagAlan · 28/09/2026 10:35

Newbutoldfather · 28/09/2026 10:22

@RedTagAlan ,

Given the wealth distribution in the U.S, where does the median sit?

I think most of it will be spent rather than saved given the savings/debt ratio etc

I agree. I think I said on this thread before that there would likely be a rush on bass pro shops if he pays out. And just had a look. US consumer spend in the region of 17 trillion per year, chucking another 1.3 trillion in overnight might have an impact ?

Newbutoldfather · 28/09/2026 11:19

I don’t know what a ‘bass pro’ shop is. It is either a bad autocorrect, which I suspect, or a specialist fishing shop, and I don’t see a huge rush on those!

RedTagAlan · 28/09/2026 11:27

Newbutoldfather · 28/09/2026 11:19

I don’t know what a ‘bass pro’ shop is. It is either a bad autocorrect, which I suspect, or a specialist fishing shop, and I don’t see a huge rush on those!

Fishing yes. And fishing boats.

Very big in Trumps base.

trumpredcard · 28/09/2026 12:59

The Times opinion piece on Xi's US visit.

America’s show for Xi won’t mean a great deal
Pageantry will do little to sway China’s president, who has ended his visit with the upper hand. - Cindy Yu

Xi Jinping has been close to the centre of power for most of his life. The second son of the vice-premier Xi Zhongxun, Xi grew up with nannies, chauffeurs driving Soviet cars and a family chef. But then his father was purged, and then came the Cultural Revolution. Between the ages of 15 and 22, Xi lived as a peasant in northwestern China.
It was a ruthless political training that few western politicians can imagine. “What I saw was more than the surface of things. I didn’t just see the power, flowers, glory and applause. I also saw the cowsheds and the fickleness of the world,” he told an interviewer years later. The cowsheds, of course, were the makeshift prison cells that the Red Guards put their victims in.

So I wonder what he thought of the show that President Trump put on for him last week. No doubt he would have welcomed it as a sign that China was finally being seen as an equal by the United States. And yet, it was exactly the kind of pageantry that he has long seen as superficial. If Trump’s hope was to charm the Chinese president into being more pliable, he will soon be disappointed.
It is good for all of us that the two countries are talking: better if the nuclear powers have warm words than daggers drawn. But in diplomacy, pageantry has a purpose. “You use optics as leverage. You use it to get what you want,” Julian Gewirtz, former senior director for China on President Biden’s National Security Council, tells me. So what did Trump get?

His main concern seems to be the trade deficit. “Our farmers are going to be very happy,” he said on Friday. Jamieson Greer, the trade representative, has promised more details this week, but has suggested the deals could include billions of dollars of tariff cuts, for American oil and gas, medical devices and agricultural products to be sold to China. All of this, of course, comes ahead of the midterms, and Trump hopes that he can woo consumers and companies back home.

China threw in a few other sweeteners: tighter controls on fentanyl precursors, access for 100,000 young Americans to study in China and two pandas loaned to Atlanta’s zoo. But there was no breakthrough on trickier issues. Trump got nothing on Iran, whose Shahed drones are made from Chinese dual-use parts and whose strikes on American airbases are reportedly using Chinese satellite imagery. Neither did he get anything concrete on rare earths, where China’s chokehold on supply means that American aerospace and semiconductor companies still don’t have enough. On AI, the two sides agreed to open a hotline but did not set out any more substantive safety measures (though Trump was tickled that Xi called it “super intelligence”).

And even the recent news that some F-35 fighter jet parts had been mysteriously diverted to Hong Kong, en route from Australia to America, failed to derail the summit. The Americans have said little about how concerned they are that potentially highly sensitive military technology is now in Chinese hands. Instead, Trump seemed more concerned with impressing Xi with his new helipad. “He likes granite. He’s an expert on stone, aside from many other things,” Trump swooned.

This might be how real estate deals are done in New York City, but the attempted bromance will do little to sway Xi. Instead, he took Trump’s substance-light approach to push home China’s advantage.
On the first day of the summit, Xi said that he “hopes America will resolutely maintain the correct position of opposing ‘Taiwanese independence’”, according to the Chinese read-out. He knew, of course, that that was not the American position, which has always been to “not support” rather than “oppose” Taiwanese independence. The semantic difference may be tiny, but Xi was trying to shift the goalposts.

David Perdue, the US ambassador to China, has since corrected the record, confirming that the American position has not changed. But Xi would have felt emboldened to make the brazen attempt in light of Trump’s ambivalence towards Taiwan (“the last thing we need right now is a war 9,500 miles away”, Trump had said in May). With the leaders scheduled to have two more meetings this year (for November’s Apec summit and December’s G20), we can expect that Trump will continue to delay the $14bn arms deal to Taiwan that has been sitting on his desk for months.

It’s true that China didn’t get much out of the summit either. It is still restricted from buying the most advanced American chips and it was able to get only a two-month extension to the trade truce, when it had reportedly wanted an extension to last to the end of Trump’s term. Renegotiating by January means that the US still reserves the option of reigniting the trade war.

TopPocketFind · 28/09/2026 16:48

The five men arrested over a potential terror plot near RAF Fairford are being released on police bail, says head of Counter Terrorism Policing, Assistant Commissioner Laurence Taylor.

Maybe Trump wasn't quite as well informed as he thought.

RedTagAlan · 28/09/2026 17:36

TopPocketFind · 28/09/2026 16:48

The five men arrested over a potential terror plot near RAF Fairford are being released on police bail, says head of Counter Terrorism Policing, Assistant Commissioner Laurence Taylor.

Maybe Trump wasn't quite as well informed as he thought.

Yup. I think it is good that posters here are hanging back on speculating about this. But Trump just can't help himself.

We posters on this thread, no matter where on the scale, show more adult restraint than POTUS... who is running the war. Even if it takes two weeks for info to come out, we will wait.

trumpredcard · 28/09/2026 17:40

I'm changing my username to TwoWeeks.😉

RedTagAlan · 28/09/2026 18:24

On the matter of the price of Diesel. Lets not forget fuel oil. I lived in a place where fuel oil was the norm for heating. Costs a fortune to fill them big green tanks in the back yard. Lets hope Trump is keeping an eye on that too.

trumpredcard · 29/09/2026 08:27

RedTagAlan · 28/09/2026 17:36

Yup. I think it is good that posters here are hanging back on speculating about this. But Trump just can't help himself.

We posters on this thread, no matter where on the scale, show more adult restraint than POTUS... who is running the war. Even if it takes two weeks for info to come out, we will wait.

Wouldn't we have looked like right plonkers if the men turned out to be fuel thieves after all. I remember the last time diesel prices went up and people had to put locks on their tanks. Thieves even followed delivery tankers to know where to strike next.

Also Trump claimed that the suspects had been “under view for a long time”. But that appeared inconsistent with the police’s statement that armed officers responded to a 999 call about three suspicious vehicles in the early hours of Sunday morning.
(The Times)

BelleHathor · 29/09/2026 08:51

trumpredcard · 29/09/2026 08:27

Wouldn't we have looked like right plonkers if the men turned out to be fuel thieves after all. I remember the last time diesel prices went up and people had to put locks on their tanks. Thieves even followed delivery tankers to know where to strike next.

Also Trump claimed that the suspects had been “under view for a long time”. But that appeared inconsistent with the police’s statement that armed officers responded to a 999 call about three suspicious vehicles in the early hours of Sunday morning.
(The Times)

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