"All nations that depend on energy from the Gulf will have to work out their own arrangements with Iran. What choice will they have? If the United States with its mighty Navy can’t or won’t open the strait, no coalition of forces with just a fraction of the Americans’ capability will be able to, either. The Anglo-French initiative to police the strait after a cease-fire is a bit of a joke. French President Emmanuel Macron has made it clear that this “coalition” will operate only under peaceful conditions in the strait: It will escort ships, but only if they don’t need an escort. Yet with Iran in control, the strait is not going to be safe again for a long time. China presumably has some influence over Tehran, but even China cannot force open the strait by itself.

One effect of this transformation may be an expanding great-power naval race. In the past, most of the world’s nations, including China, counted on the United States to both prevent and address such emergencies. Now the nations in Europe and Asia that depend on access to the Persian Gulf’s resources are helpless against the loss of energy supplies that are vital to their economic and political stability. How long can they tolerate this before they start building their own fleets, as a means of wielding influence in an every-nation-for-itself world where order and predictability have broken down?

The American defeat in the Gulf will have broader global ramifications as well. The whole world can see that just a few weeks of war with a second-rank power have reduced American weapons stocks to perilously low levels (...) The questions this raises about America’s readiness for another major conflict may or may not prompt Xi Jinping to launch an attack on Taiwan, or Vladimir Putin to step up his aggression against Europe. But at the very least America’s allies (...) must wonder about American staying power..."

https://www.theatlantic.com/international/2026/05/iran-war-trump-losing/687094/?gift=v2XCEqVruY94bcEw--I2Hjx0YebatskzzhTYymgW73U&utm_source=copy-link&utm_medium=social&utm_campaign=share

#Iran #USA #Trump #Israel #StraitOfHormus #MiddleEast #Militarism #War

Checkmate in Iran

Washington can’t reverse or control the consequences of losing this war.

The Atlantic

This morning, he says,

“President Trump is slated to receive a briefing on new plans for potential military action in Iran on Thursday from CENTCOM Commander Adm. Brad Cooper, two sources with knowledge tell Axios."

#Trump #Hegseth #Iran #war #StraitofHormus #oil #gas #economy #BrentCrude
/6

https://luciantruscott.substack.com/p/the-fears-i-expressed-in-tonights

The fears I expressed in tonight's column are coming true.

Here is what Axios is reporting tonight:

Lucian Truscott Newsletter

Last evening, Lucian K. Truscott wrote,

"I think he’s going to order some more bombing, this time taking out some bridges that had not been hit, and some Iranian oil facilities."

#Trump #Hegseth #Iran #war #StraitofHormus #oil #gas #economy #BrentCrude
/5

https://luciantruscott.substack.com/p/trump-has-ideas-about-how-to-end

Trump has ideas about how to end the Iran war. You won’t believe what they are.

Oil briefly touched $120 a barrel today.

Lucian Truscott Newsletter

"Why it matters: The briefing signals that Trump is seriously considering resuming major combat operations either to try to break the logjam in negotiations or to deliver a final blow before ending the war."

#Trump #Hegseth #Iran #war #StraitofHormus #oil #gas #economy #BrentCrude
/7

"Trump’s ego, his ignorance, and the Iranians’ unfortunately justified belief that any agreement they reach with America would be effectively worthless. ...

The question now is: how much destruction will the world, and America, have to bear before Trump is willing to accept reality?"

#Trump #Hegseth #Iran #war #StraitofHormus #oil #gas #economy #BrentCrude
/4

"On Wall Street, TACO — Trump Always Chickens Out — has abruptly been replaced as a favorite meme by NACHO — Not a Chance Hormuz Opens. As a result, oil futures have soared. ...

So what is preventing the reopening of the Strait? Three factors:"

~ Paul Krugman

#Trump #Hegseth #Iran #war #StraitofHormus #oil #gas #economy #BrentCrude
/3

https://paulkrugman.substack.com/p/the-logic-of-nacho

The Logic of NACHO

The only available deal is no deal

Paul Krugman

"Gas is $4.23 today. It was $2.98 sixty-one days ago. The blockade that is driving this price is now explicitly indefinite."

#Trump #Hegseth #Iran #war #StraitofHormus #oil #gas #economy #BrentCrude
/2

"Brent crude surged above $126 per barrel overnight — a new wartime high, the highest level since Russia’s full-scale invasion of Ukraine in 2022 — after President Trump formally rejected Iran’s diplomatic proposal and confirmed the US naval blockade of Iranian ports will remain in effect until Iran agrees to dismantle its nuclear program."

~ Rudy Martinez

#Trump #Hegseth #Iran #war #StraitofHormus #oil #gas #economy #BrentCrude
/1

https://www.restoftheworldreport.com/p/the-rest-of-the-world-report-april-1c0

The Rest of the World Report | April 30, 2026 — Morning Edition

Israel intercepted a civilian flotilla in international waters near Greece — more than 1,000km from Israel — jamming emergency communications and pointing weapons at activists. Turkey called it piracy. Greece said nothing. Meanwhile, Brent hit $126 and Trump linked the Iran and Ukraine wars to Putin.

The Rest of the World Report
Iran fires on 3 ships in the Strait of Hormuz

Iran has fired on three ships in the Strait of Hormuz and seized two of them. The intensification of Iran's assault on shipping in a waterway crucial to global energy supplies comes a day after U.S. President Donald Trump extended a ceasefire but pressed on with an American blockade of Iranian ports. The latest salvos complicate already faltering efforts to bring the United States and Iran together for talks to end the war. The effective closure of the strait has already sent gas prices skyrocketing far beyond the region and raised the cost of food and a wide array of other products.

AP News
Iran schließt die Straße von Hormus erneut

Iran hat die am Vortag angekündigte Öffnung der Straße von Hormus rückgängig gemacht. Das teilte das Hauptquartier der Streitkräfte laut Nachrichtenagentur Fars mit. Grund sei die anhaltende Blockade iranischer Häfen durch die USA.

DER SPIEGEL