Обновления по Ирану и ситуация в Персидском заливе на фоне 4 июля
Источник: https://www.ryandawson.org/p/iran-updates-happy-4th-of-july
Краткое содержание
Прямой эфир Райана Доусона, приуроченный к американскому Дню независимости, посвящён текущей ситуации вокруг Ирана, закрытию Ормузского пролива и переговорам по иранским активам. Обсуждаются также действия хуситов, южнокорейские военные технологии, энергетическая зависимость Израиля от порта Хайфа, а также проект по расшифровке свитков из Геркуланума с помощью искусственного интеллекта.
Автор оценивает переговоры в Катаре по разморозке иранских активов как имитацию: США сняли санкции на иранскую нефть вынужденно (из-за закрытия пролива и дефицита на мировом рынке), но условия по активам постоянно ужесточаются до неприемлемых. Иран, по мнению Доусона, осознаёт это и использует переговорный процесс для демонстрации своим партнёрам, прежде всего Китаю, что дипломатический путь исчерпан.
Нефтяная политика и доллар
Трамп снял ограничения на использование доллара в торговле с Ираном, но автор отмечает иронию ситуации: Иран не сам отказался от доллара -- его отключили от долларовой системы. Теперь, когда доступ возвращён, ни банки, ни торговые партнёры не хотят возвращаться к доллару из-за риска внезапного отключения. Доусон сравнивает это с PayPal, Stripe и Patreon: платформы, которые произвольно блокируют пользователей, теряют доверие, и их монополия разрушается. Япония, Южная Корея и Пакистан -- все хотят сделки с Ираном, поскольку зависят от энергоносителей из Персидского залива.
Закрытие Ормузского пролива убрало с рынка около 20 миллионов баррелей в день. Часть нефти (около 7 миллионов баррелей) перенаправляется через Красное море и Баб-эль-Мандебский пролив, но если хуситы закроют и его, потери вырастут до 30 миллионов баррелей, что составляет около 30% мирового оборота, включая СПГ, металлы и контейнерные перевозки.
Хайфа как стратегическая уязвимость Израиля
Доусон выделяет Хайфу как ключевую стратегическую точку. Израиль импортирует 76% нефти через Средиземное море -- преимущественно из Азербайджана (по трубопроводу BTC через Турцию) и Казахстана. Вся эта нефть поступает через Хайфу. Недавний иранский удар по нефтеперерабатывающим заводам Хайфы, по утверждению автора, нанёс значительно больший ущерб, чем было признано официально. Если Хайфа будет выведена из строя, Израиль не сможет обеспечить свои энергетические потребности. Хайфа находится в зоне досягаемости ракет «Хезболлы».
Южнокорейские беспилотные системы ПВО
Автор отмечает новые южнокорейские беспилотные наземные аппараты на гусеничном ходу для борьбы с дронами, которые он видел на выставке RoboCup в Инчхоне. Они оснащены скорострельным вооружением типа «Гатлинг» и глушилками с дальностью 500 метров. Южная Корея отказывается продавать их как Израилю, так и Украине, что автор расценивает как значимый геополитический жест.
Значимость
Эфир фиксирует критический момент в ближневосточной конфронтации, когда закрытие Ормузского пролива стало определяющим фактором глобальной энергетической политики. Анализ уязвимости Хайфы и оценка переговорного процесса по иранским активам как заведомо тупикового дают конкретные индикаторы для отслеживания дальнейшей эскалации. Наблюдение о деградации доверия к доллару как расчётному инструменту иллюстрирует более широкую тенденцию дедолларизации.
🧾 Транскрипт (формат)
Iran updates, Happy 4th of July
Источник: https://www.ryandawson.org/p/iran-updates-happy-4th-of-july
boom is it up
not starting okay bang yeah becoming like reverse crinshaw
i do some i ran war updates got uh a pause as america celebrates the 4th of july which if you're doing that now good on ya um probably won't have a lot of americans in this stream today it'd be mostly europeans because everyone's out watching the fireworks eating hot dogs burning israeli flags that's what i do every fourth of juli take that star david which david never had a star davis didn't even exist but uh lighting so so uh anyway there's kind of a pause because you've got the fourth of july on one side a giant funeral on the other side international i was invited to that um couldn't go couldn't afford it they offered to pay i'm like no i'm not making you pay for my flights and stuff to come attend a funeral in iran but it's on my bucket list if we can get the Substack built up and turn it around again we'll uh i'm doing stuff like that but things are tough things are tough haven't been able to write as much i do hope you enjoy the stuff the esoteric stuff and the ancient gods and bitcoin and other topics i've been tackling i just had to write about a bunch of things while i couldn't do current events but we can do these live streams quick and nerdy there hasn't been a lot of shooting other than between hezbollah and israel some more israeli soldiers injured this morning three of the little gods chosen lunatics got uh murked by hezbollah that's always great news just join join join join in the chat let me say hey right here hi and where are you from they are being jerked around there's this negotiation supposedly in qatar about unfreezing iranian assets and they were hopeful because some sanctions were actually lifted they lifted sanctions on iranian oil but that's because the entire global oil market is desperate since the strait has been closed they can't get gulf oil they might as well get iran's oil and in a hilarious move trump also said he lifted the restrictions on using the dollar and i think it's funny that people thought that iran got off the dollar no they were kicked off the dollar they wanted to use dollars they weren't allowed to use dollars that's why they've been selling a yuan and yen and rupees and whatever this whole time trump finally said okay you can use the dollar now but none of the banks want to accept it because they're like why would why would any of us trade in dollars when it's so fragile and you guys can pull the rug at any moment well they won't and they aren't and so they're going to continue to trade in local currencies or bilateral trades as it's called like japan pays in yen china pays in yuan and so on indio you know they pay in their own currencies because they don't want to use dollars dollar would be stable like it from a labor point of view from a currency point of view it's a great currency but from a political point of view no no one wants to use anything it's like using paypal why would they use that when they know that paypal can just shut down your account at any moment for a political reason well people don't so they don't want to use that like no wire the money do something else i'm not using that because those people cancel people over nothing just like stripe just like patreon like a lot of these financial institutions you do that enough times and people are like oh i don't know we want to use those they only worked when they were monopolies so they're allowed to use dollars but they're probably not going to because it's so fragile and they know that it's only temporary it's only till august 21st for this oil trade and it could be shut down before that at a moment's notice so they're not doing it it is telling though they were the only things the u.s has done in the mou is what they've been forced to do they've had to back up out of the middle east because their bases have been physically destroyed they've had to uh open a window on oil trade because they don't have an alternative because the gulf was shut down because the strait is closed but as far as unfreezing assets it's all we're going to unfreeze 12 billion okay six billion okay three billion but you have to buy u.s goods oh you're not going to get the money you have to make the purchases first and then we give you the money they're just jerking around they keep adding conditions to make until it's impossible to accept the deal and iran's figured this out and given them the finger now if you think that iran doesn't know that they're being jerked around that there is no effing deal you're wrong they're doing this so they can point to it to their trading partners especially china and say see we tried negotiating with terrorists we tried to talk to them we tried diplomacy and it failed and also the clock's ticking because every day that goes by they make more and more ballistic missiles and every day that goes by that the straits close the other side bleeds out the gulf states have lost billions they're the biggest losers in this whole thing well i mean southern lebanon they've had their houses destroyed but those can be remade in time it's not the same as gaza i hate that comparison the people in gaza had nowhere to go at least people in lebanon could run away so like they are alive they lost all their stuff they're homeless it's horrible but it is not gaza gaza the people and the houses were destroyed and they're still bombing gaza they're still killing people in the west bank and they're just gonna do that because there's no consequence for it in fact they're about to integrate their military and their intelligence agency into the u.s budget so you don't even have to slide money through the state department aid anymore just they're just tacked on to the ndaa officially like the idf's just a branch of america totally unconstitutional i don't know why the congress is going to roll over and pass it the cream court should say no you cannot have foreign militaries as part of your military budget you have to do that through aid but it just it's a flex it's a pack going oh yeah look you oh you think we're out of it watch what we can do this is what they're doing so this is that you know we'll have our holiday they'll have their funeral and then it'll get back to hostilities qatar has tapped out saudi arabia has tapped out but fragilely um and uae has tapped out but they kind of go with the saudis saudi arabia has another problem the houthi the houthis are doing probing strikes into aden now if they went aden's in yemen if they went into saudi arabia that could trigger the defense pact with pakistan that's a whole big mess and probably not gonna happen but if they attack the puppet regime in Aden Sanaa and Aden you know that's inside Yemen that's technically a civil war is they could kick the Saudis out of there and in tandem with that they can close the Baba Mundeb straight and man it's really going to hit the fan if both straights are closed because one straight's how you circumvent the other straight so you know you're losing about 20 million barrels a day from the Strait of Hormuz being closed but you get about 7 million subtracted from that that can go southwest and go to the Red Sea and go out the other way but you can close that off then it's much worse so instead of 13 million it's back to 20 and really it also would close the traffic that was going through there anyway and that boosted up to about 30 million barrels a day which is about 30% by the way there's about 100 million floating around anywhere from everywhere so about 30% down and that's lng and all kind of imports and exports gases and metals and so on and so on container ships so it's pretty bad now some container ships can still get to iran because they're just landing in pakistan and then they're taking the land route into iran and that's allowed but iran can not do land exports out but through black markets a lot of diesel and things are getting out and this is sort of a double-edged sword for pakistan because yes they're getting iranian diesel but that hurts their own they're getting it super cheap because it's a black market it's illegal and you know they're gonna pay what you can take um iran gotta just you know take whatever they're offered they have no other buyers it's got to go through pakistan but that hurts pakistan's local markets because you've got this cheap iranian diesel and so they can't sell their own and but it does iran is able to get some money for some diesel on land routes mostly they're going to be using the um the maritime silk road their ships are able to leave uh and go through the u.s could not afford to keep its blockade there any longer they're so low on aviation fuel and diesel that they can't maintain this blockade it was consuming a lot to just have their boats sitting out there all you gotta do is nothing they still got each day the blockade costs the same they gotta maintain it whether you send a ship or not you send like one boat they gotta have all theirs you know it's very easy to defeat such a thing and they did so but pakistan really other than that if you minus the black market above board about 99 of their energy was coming from the gulf so they absolutely need there to be a deal this is why i mean like it wasn't isn't pakistan america's bitch like yeah well not not so much that they're gonna lose 99 of their trade the same with japan let's um they import 99 of their fossil fuels but not from the gulf but a good chunk of it was from the gulf some of it's from russia some of it was from iran itself wherever but a big chunk was from the gulf um some of some canada they get coal from there for example but for oil and gas yeah and it's like it doesn't matter how tight your alliance is with america like all these places want an iran deal south korea wants to arrest netanyahu i mean they're they just had none of it and of the ships that iran is recently allowing out of the strait it's been the ones going to korea isn't that something north korea on the other hand formerly allied with russia against ukraine south korea has these new unmanned uh drone vehicles they got tank treads they're shaped like a triangle and they they just shoot drones they just track things super fast and they blow them out of the air um i just saw those i went to robocop and inchon went down there i have some footage of that it's on my telegram i'll put it on there again because it's probably a few stories back but i'll put it on there again however sk is refusing to sell these to israel or ukraine now it's interesting they're not going to sell them to ukraine considering north korea is allied with russia and they're fighting against ukraine and nato but they're not doing it they're like can't have these and he hates the israelis so much this is exactly what they need like hezbollah would be crunked if uh israel had an answer to the fb drones which south korea has but they won't sell it to him so which is awesome and they don't have the jonathan pollards enough in south korea to just steal it like they do in the united states oh interesting it's it's a it's a scissor paper rock you know this drone beats that drone and this drone beats that drone kind of thing so the the day of these little helicopter drones you know they had their day but now they've got these drones specifically made to take those out and i imagine they're going to make something that can take out these tanker drones soon they're real small i mean they're you know maybe four and a half feet these little tanks but they got firepower and uh they use like gatling gun type they just cheat you know bullets it looks like a laser they come out so fast but one will take out a drone so they just stream it and knock them all down and you they call out like in bunches you know 20 of them can go out at once and they just take out anything any drone that's coming their way you can't hit them all you hit one okay you take out one but there's 19 more you know that it's like soft power you know what it's called and they're all terrain they're fast they got tank treads all weather all that and they've got jammers that go out 500 meters that's quite the distance um so that can drop the non-wired drones just right there it'll jam them and then it's got tracking that if some get through like little wooden ones whatever they can just shoot them so pretty interesting unmanned vehicles they call them little robots kind of disturbing these robot dogs and robot tanks and robot everything that this i was wearing uncle ted and i was like yeah if you know you know i did watch the japanese robot team beat brazil in a little robot soccer match really fun close game um but japan pulled it off it didn't really matter they weren't like that serious they were more like just chess playing with the robots but the crowd took it seriously the engineers didn't care they were just like helping each other really learn stuff but very funny when you've got like a this giant convention center full of scientists and there can be a few hundred people and it's still quiet because they don't really talk to each other they're just all doing their thing and all introverts you turn your head like wow there's a lot of people over there and they're absolutely silent until the robots start doing their games they'll cheer and stuff but it was weird it's not just an asian thing it's just like a personality thing is people who are who are that way and they're spare everybody i don't know it was like 31 countries or something um not evenly distributed but there were americans there there was a whole manner of europeans and other asian countries i saw some from south america like brazil the other teams you can see they're all wearing shirts that have their logo on it so it's very easy to know um yeah cool thing it's still going on goes on for days the robo cup check it out online you can see it nice shirt yeah it goes you're here
let me stand up kind of themed with the uh i should have worn this to the robo cup
but um yeah it's kind of themed with it the cybernetic stuff it could be a very dark future but one good thing they're using ai for and i wrote this story i hope you guys enjoyed it was on the uh herculean museum that was covered by mount presuvius in the pompeii disaster they've got all these baked scrolls about uh 1800 of them or so intact and ai and machine learning and spectrographs and infrared and x-ray and all this stuff is able to 3d model them and unroll them and detect the carbon in the ink and whatever and then you get your linguists and historians and all these people from the arts coming in and archaeologists and stuff and they are piecing this stuff together and it seems to be a bunch of epicurean philosophy i'm having to do an update because it's a hundred dollar per square centimeter so i'm going to take like a hundred million dollars to do this project um but they have translated some lines from a the tiniest scroll they had which is when they tried to open in the 80s and they messed it up and like two pages you know you could say are destroyed because they screwed up so they're like well this one's already damaged let's test this new stuff on this one and they were able to read it it's pretty neat had some bit on there about um how they don't say psychologically because they don't have a word like that they said like um for a good to be known or something within a self they say that you one cannot they don't say appreciate it was like one cannot discern the good of a thing that is in abundance until there is scarcity so like things that are scarce even if something is intrinsically good and needed like food obviously that's unarguably a good thing for humans you die without it then you just don't appreciate it if it's in abundance you can't I've said this before you don't appreciate ice cubes because you can just go to the freezer and get them so when you have ice in your drink it's just like expected or that it's cold because you pulled it out of the refrigerator almost all of you have one of those in your house you pull the thing out of the refrigerator and you have milk or whatever it's not super exciting because that's your baseline it's in abundance and when you have something in abundance it loses its value all to the like minimal level there's some degree of pleasure and happiness still like is you can still i got some ice in my coke today or whatever but it just ain't a thing whereas you roll back like time only kings can get ice in the summer you'd have to go up the mountain and fetch it or wait till it snows or whatever because you can't make it they didn't know the salt peter way either let's say um then to have a you know lemonade you know water sugar like it would be a big deal and it would be fully appreciated if it was scarce but once things that are good become in abundance it is it takes an extreme act of imagination to to continue the that level of appreciation you just when you're on a plane you know as louis ck made the joke you're sitting in a chair going 500 miles an hour in the sky and you're complaining about the whatever you're flying but you expect to fly and it's this isn't just about expectations about it's about abundancy too if you've never flown maybe it's a big deal the first time you fly but it's uh it's weird what we have the scarcity uh versus abundance thing has more impact than if they were all evenly you know the even amount of everything the goodness in them is not as impacted as much as by how hard it is to get and this rolls back into uncle ted and the power process so anyway this was one line from one of these scrolls talking about scarcity and abundance and how humans are like mentally unable to appreciate things in abundance so i'm really looking forward to getting the rest of this stuff dork out with me buds and every day they're like inch by inch going through getting it flipping it translating it and then translating the translation because you got to know the historical time period stuff it's not just like oh i speak greek or anything like that you got to know the references um it's a probably like the symbols and stuff the idioms we have today and what things mean today that people just sort of know meanings of like colors and numbers and stuff that they really have nothing to do with them like why is blue sad and yellow happy and 13's unlucky like we just made that up and those things change throughout time this is a really stupid example but it's just off the top of my head um off the top of my head that idiom what does it mean there's your hair there's it's very hard and you have to know historically what they're speaking to that audience who all would have understood it what that is so you you need that it's not just linguistics and and language you got to know the historical context and the way they wrote and what they knew and their mythologies and stuff and what they're referring to and things that everyone know i'm writing about that i'm writing about the origin of lucifer because this is a perfect example of one of these things where they're making a political statement about a babylonian king and they're referencing an older story um physically about the star venus but not the goddess venus they're talking that that's also an act to that stars way before that you're going through the canonite and even older mesopotamian uh legends way before isaiah was even born to get this lucifer reference which is really a latin translation of the greek which is going off the canonite in hebrew and blah blah blah blah anyway it's um for later we'll make a separateSubstack probably oh we got a question who is allowing the u.s.
planes near iran still and what country is banned from the u.s. look you can fly to uh to iran well i could as an american the visa stuff's not a problem i can fly there from korea if i had the money but commercial planes are not the same as war planes if those apache helicopters or fighter jets get near iranian territory they will shoot at them and they did it before so they're not allowed they can do their sorties like on you know the edge of the gulf or whatever it's a really dangerous game of chicken it's stupid it threatens the whole mou but there really is none the only concessions iran is getting is what they physically forced the u.s. got its refuelers out it backed its boats up it's having to transport people out of the bases in braining kuwait they're going west toward jordan and to uh israel itself they're um still floating around in the gulf but that you know that threat whatever the question mark is the bases in iraq because those some of those were secret and but the pmu uh have been killing those kurdish training centers and this is affecting that plan i don't think there's ever going to be a kurdish ground invasion of iran but you know syria perhaps they you know they can train in one area and then hop back to rojava whatever so that is coming to an end the big thing is the ground war in lebanon like this all depends if hezbollah can maintain its level of damage that is doing to israel they're going to get desperate and what's happening is you're inching closer and closer to a full-on iran versus israel war which i still think would be limited to the air air and artillery you know um but iran has allies and hezbollah and the houthis but israel doesn't these gulf states are like because if america launches from them then iran hits them back and you know three of the major ones have already tapped out and bahrain the fifth fleet that that whole port is basically being destroyed and i'll tell you further it's going to come down to haifa understand this currently because the the rocky oil has been cut off israel imports 76 percent of its oil from the mediterranean they don't care about this straight and foremost because they're getting oil from azerbaijan that caspian oil that caspian oil has to go through pipelines in turkey it's called the btc baku is the b that's where it starts c is where it ends it's called chan and it goes through the mediterranean to israel and it goes through haifa about 40 something percent is from azerbaijan and then another chunk from kazakhstan but it's that also has to go through the mediterranean so together about 76 of their oil is coming from the north all from mediterranean all through haifa from those two countries further oil from everywhere else also goes to haifa that's been closed the southern port of israel is where they would take excess israel excess oil slide it down go to the red sea and export that to whoever usually asia from the mediterranean it's like a it's like a second option to the straight to the suez canal is you could slide it through israel if it's liquid container ships would have to use the suez but if you have oil you can just go from haifa to lat and then load it up and then go that's gonna end so if they can take out haifa and if you look at the attacks on israel they were hypha centric it would be oh bomb tel aviv i know bomb jerusalem bomb negev bomb demona very satisfying but strategically haifa is where it's at if you take out the haifa ports they cannot import their energy needs and lights go out like cuba so haifa is within range of hezbollah the rocket damage is stuff you know it israel can repair in a matter of days but it's still if you lose days you lose days worth of money the missile damage from iran that's permanent um that takes a whole you got to start over and i put this on telegram i showed the last strike on haifa that iran did this is when it was just a few weeks ago the the most recent hot conflict between israel and iran where israel bombed beirut and then iran bombed israel then iran bombed four cities in iran and then iran bombed israel back and they concentrated on haifa the damage they did to the refineries was much more extensive than they admitted and we have that now we've got photos and everything they got slapped and this is why suddenly three billion dollars from the uae was ordered by the u.s to go to iran to basically pay them to knock it off on israel so they did but that isn't gonna work again they're getting jerked around they're not getting uh their asset relief and the next round when israel israel's like the scorpion and the frog and the scorpion story you know why'd you sting me you're gonna drown too this is in its nature they will sting the frog and they will drown they will continue to bomb lebanon and annex land because that's how god's chosen lunatics are from birth they're brainwashed into this yahweh cult of genocide rape and murder and specialness this is how they just this is the way they are this is mentally how they are and it's gonna cause a response from iran they're i think they wanted to do this funeral this is what was keeping them from going and popping off before this and israel knew oh iran's got a giant funeral they're not gonna and they're doing a religious holiday at the same time so we're gonna hit lebanon and they did and ryan's like ooh you dirty little hooks crooks uh funeral's gonna end 4th july celebration's gonna be over israel's still gonna bomb lebanon and ryan's gonna respond and i don't think they're gonna stop after one day this time if they're smart and they are they'll keep it going the u.s is gonna have to pay an enormous amount of money that suddenly that 12 billion dollars will be liberated and it will not have all these stupid conditions for u.s goods because that's they're gonna have to pay them to stop bombing israel and that's what we can all look forward to so enjoy your holiday enjoy your independence from the british good lord look at them they better hope to get invaded by russia or something the uk is fucked they're like they're like arresting people for blasphemy they're two-tiered policing it's just it's abysmal and i don't like tommy robinson and all these bastards either like this is the kosher sandwich they try to play they uh they want to act like the only opposition to like pakistani rape gangs is a bunch of zionist you know supremacists that also rape people like fuck them both i don't want rape gangs from wherever in the uk and the problem is not that they're muslim and not that they're pakistani it's that they are raping and that the police are allowing it you know the white people rape i'm like yeah and they go to jail for it like that's the problem isn't like what color the person is that did the rape it's that one of the groups is allowed to do it over and over again without consequence when someone else does it they go to jail as they should but the Pakistani gangs the cops are in on it they're looking the other way prosecution was super slow and thousands of girls got raped didn't know it was not 250,000 that is a Rupert Lowe made up figure like 6 million but it was thousands and that's too many so it's just someone's like I'm tired boss well it is so tiring it's tiring to explain all this crap to people but we gotta do it so fuck the uk happy fourth of july have a hot dog that's actually from america hamburgers are from germany so have a have a good u.s hot dog mac and cheese that although noodles are from china mac and cheese was invented in virginia so there you go there's your good american meal turkey that's american that's native americans that's american have some of that and blow some stuff up be safe don't drink and drive and no matter how much you drink don't let your woman drive that would be more dangerous and enjoy your fourth of july the rest of you um just be happy for us and we'll get back to these war updates this recording will be on Substack for members in fact everybody in chat has to be a member i think i'm not sure couldn't really see don't know what toggle i hit but this will be up after it's rendered if you missed the beginning to any post all of mad buttons ryan dawson.org go down and get a month at least you know you can always cancel it whenever or you can get buy a whole year i think you get two months free if you buy it for the year but seven dollars who cares right but if i get all that stuff i can make films about rfk i can do these trips there's a lot of stuff we can do depending on the level of income so i would appreciate it get in there and do it i'm making a second Substack for civil war stuff i'm thinking of a third one for all this ancient god stuff although this is political I'm like really into this I just want to explain it all have it out there so they can show look Yahweh Judaism quit saying Judeo-Christian like this is a polytheistic war god cult that needs to be exterminated like that religion needs to go and when you know its origins that they actually took demons and things from other faiths and made them their chief gods then you understand why israelis are the way they are so something has to go it's historical yet it is still political so i don't know where to put it but uh i did a poll i'm about to look at the results should i segregate this from the main Substack or create a new one i don't know what people said so we're going
to get in there and go see peace fuck israel