As I said in the last megathread, trying to figure out what exactly is happening is becoming ever more difficult. The gist of things is that Iran has, very justifiably, refused to negotiate (assassinating their leader and striking their country with hundreds of missiles in the middle of negotiations causes some reluctance to return to the table, I suppose). Censorship across the Middle East has further ramped up, with reportedly extreme punishments for posting footage of Iranian strikes online. From what I can gather, Iran’s number of strikes have stabilized at a comfortable daily rate, with strikes into both the Gulf monarchies and Occupied Palestine continuing apace. Official charts of these strikes over time seem very disconnected from reality on the ground, but again, it’s hard to really get at the specifics.

The messaging on how long the war is expected to last is rather muddled on both sides. The Trump administration fluctuates more than daily - and even sometimes in the same speech - on whether the war is already won or whether it’s going to last months longer. The US seems to be coming up a new possible scheme every few hours: a ground invasion with the Kurds? A ground invasion without the Kurds? An amphibious assault? A series of commando operations to steal Iranian uranium? A massive parachuting operation into Tehran? Fuck it, let’s just send the Navy into the Strait of Hormuz? There doesn’t seem to be a coherent plan for continuing hostilities beyond firing more and more of a limited stockpile of cruise missiles into mostly non-military targets, hitting easily replaceable drone and missile launchers with a limited stockpile of drones, and burning a limited stockpile of interceptors at an astounding rate (and, in the process, disarming every other Western-aligned country of their interceptors).

Meanwhile, from Iran, I’ve seen rumors and reports from classic anonymous “senior IRGC officials” (no doubt some invented by Zionists to sow confusion), that I don’t know how to substantiate, ranging anywhere from “If the US pulls back their forces now, we will restart negotiations,” to “It doesn’t matter what the US or the Zionists do or say, we aren’t stopping until every last trace of Zionism in the Middle East has been extinguished,” to a few positions in between those poles. Despite the damage to infrastructure in Iran, it doesn’t seem like there has been any political or social fracturing. Not to speak too soon - perhaps the West will start earnestly trying to overfly Iranian territory to drop their very plentiful bombs soon - but every indication is that there will be no regime change nor societal collapse in Iran in the short and medium term.

The US is desperately trying - and mostly failing - to keep a lid on the economic firestorm they have ignited. There has been much ado about oil prices and oil futures and indexes and what all the myriad Lines going up and down signify and things like that, which is befitting such a financialized empire which is so disconnected from the actual physical flows of materials and much more attuned to vibes and speeches. The only thing I’m personally paying much attention to on the economic front is the drones and missiles slamming into fossil fuel infrastructure, the Hormuz blockade, and the resulting global shockwave of shortages, stoppages, closures, bankruptcies, and force majeures spreading out from the epicenter that is Iran.