It's not about just Iran

[Melon]

I have a background in petroleum derivatives and have worked extensively in the region.

I see this as a wider move against China. China is the largest threat to the US and our economy. Iran threat is nuclear and are largely not supported by their Arab neighbors due to support of regional terrorist factions. The Arab countries now are focused on development and growth away from oil. The last thing they want are rogue nations costing them money and reputation.

China has lost their top two oil suppliers in a matter of months. The nations who ignore the US sanctions on Iran oil purchase it in the global markets at a substantial discount. When we see Chinese goods flooding markets, they are typically not advantaged in a raw material basis to the US. But what they are getting in the background is Iranian and Venezuela oil at a ~15%- 20% discount and Russian oil at a 20%+ discount. This is a lot of the money when you hear China subsidizes its manufacturing so it’s why things are so cheap.

This is a huge profit center for China, Turkey, India. This is being dismantled. The world oil markets are being leveled. The backend oil markets will not advantage China.

Russia is now it. China will take as much as possible discounted oil. If Iran stabilizes oil prices will likely drop as the risk premium on the straits will be removed. Russia will lose further war revenue. Not to mention Russia just lost its major 3rd party supplier of drones.

The attack is on Iran. The wider picture is an attack on the infrastructure of China.