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coffee_enjoyer

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joined 2022 September 05 11:53:36 UTC

				

User ID: 541

coffee_enjoyer

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9 followers   follows 0 users   joined 2022 September 05 11:53:36 UTC

					

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User ID: 541

We should not consider the Strait “open” if shipping is down 70%, ships are struck every week, and most of the successful crossings use the Iranian corridor. Before Kpler nuked all their public posts they were claiming most known crossings were using Iranian corridor, with some mysterious amount using another corridor. This was in late August.

Two months ago you denied that America was escorting ships through the Strait

I denied that (1) they escorted many ships during the last closure, and (2) that they were currently escorting ships. This was in mid-July, and if you look at the Kpler historical crossing data for mid-July, there were barely any crossings and barely any escorted by the US:

Traffic has also concentrated on one route: among vessels still willing to cross, the Iranian unilateral route, announced in April but not approved by the IMO or recognised by the US or EU, carried around 60% of traffic versus 40% for the Omani route during the truce period. Between 15 and 22 July that split moved to roughly 90% Iranian, 10% Omani, and on the most recent day tracked, all eight vessels that crossed used the Iranian route

So yeah I think my previous estimations / predictions were pretty good

CNN quotes Centcom and says they achieved an 18M barrel day

I think they are probably telling the truth, but this doesn’t tell us the average mbps.

Iran has brought down transit to ~30% of last year’s average. They don’t need to hit every single ship to make an impact.

It’s fine if you think that’s happening but I hope you don’t invest your money on this assumption. Even TankerTrackers (imo a psy-op lite account) says it’s half the crude + products as 2025. Saudi East-West will take 1-1.5 months to repair. Houthis just struck Yasref refinery. Ships still being hit in strait and a ship may or may not have hit a mine yesterday.

Iran’s strikes on Kuwait, Bahrain, Saudi Arabia, and other Arab nations all focused on oil or military strikes. Their strategy was not to “level cities” which is why you wouldn’t be able to find a single US military report claiming this. Iran isn’t Israel, they don’t consciously try to level cities. Strikes aimed at military installations ≠ strikes aimed to level entire cities.

We had the chance to normalize relations in 2003 through the “grand bargain” opportunity, actually.

Their original strategy was to use an overwhelming missile barrage to level cities

It sounds like you got this from a call of duty mission plotline. Our intel predicted they would respond as they did respond:

https://www.dia.mil/Articles/Speeches-and-Testimonies/Article/567085/2014-annual-threat-assessment/

Iran has threatened to temporarily impede international ship traffic transiting through the Strait of Hormuz if it is attacked or in response to further sanctions on its oil exports. Additionally, Iran has threatened to launch missiles against U.S. targets and our regional allies in response to an attack. Tehran could also employ its terrorist surrogates. However, it is unlikely to initiate or intentionally provoke a conflict or launch a preemptive attack.

https://docs.house.gov/meetings/AS/AS26/20220317/114527/HHRG-117-AS26-Wstate-BerrierS-20220317.pdf

Tehran probably calibrates its attacks to pressure adversaries and proportionally retaliate for real or perceived transgressions against Iran, while attempting to prevent escalation to full-scale conflict. Iranian officials continue to perceive that they have not sufficiently retaliated for the 8 January 2020 death of former Islamic Revolutionary Guard Corps-Qods Force (IRGC-QF) Commander Qasem Soleimani, and probably are planning covert actions against U.S. officials to retaliate for his death while attempting to maintain plausible deniability and minimize escalation. Iran probably will continue to focus on unconventional attacks or minimally deniable actions, such as cyberoperations, rather than overt conventional retaliation to counter Western pressure.

Even if they were evilmaxxing, it would be the dumbest decision ever to target civilian centers as it would immediately grant America et al the moral right to do the same to them.

It “isn’t a game or a sports match” in another important respect, which is that America can lose even if Iran loses even more. We have been losing since the war started because we are worse off since the war started. We lost money, perhaps $100bil so far, and certainly more on the way due to crude shortages. We lost bases and free transit through two important straits. We have increased the ire of Iran for no reason, and outside of the neurotic world of Israel First media pundits nobody really cares about Iran’s domestic or neighborhood squabbles; better relations with Iran would have been justified on the grounds of cheaper pistachios alone, let alone access to their Rare Earths or whatever high IQ youths we could have poached for AI. Their navy and missile silos don’t matter to us. Nothing we have done has advanced American interests or even raw power. It’s likely we come out of this with a less powerful America, with Iran and Oman gaining normalized influence over Hormuz, Houthis gaining influence over Bab El-Mandeb, and a bunch of Arabs who are questioning why they’d make arrangements with America over China. Yeah, the war is good for Israel, but what’s good for Israel is bad for America; if Israel is unsafe, we get to poach more of their high IQ tech talent. We don’t actually want Israel to be a regional super-power such that we lose talent that’s useful in our economy.

There are genetic differences between the White Texan and the Indian. There are differences in 5-HTTLPR S-allele frequency which influences in-group proclivity and clanishness. India is, of course, a comically clannish land with like 20,000 sub-castes and a majority who report being highly against intermarriage between castes (per Pew). S-allele holders are more implicitly racist and prejudicial, more likely to accept unfair distributions, are worse in responsibility and self-control (in one study, are less likely to help others and less favorable of altruistic punishment. There is even a study that found "the 5-HTTLPR S-allele prevalence [is] a critical moderator for the linkage between democracy and social trust. Although democracy tends to be conducive to social trust, this positive relationship exists only in societies with a lower level of the 5-HTTLPR S-allele prevalence".

Some parts of India have as high as 60% SS expression while the Anglo-Saxon has 20% SS expression. Because of social contagion of norms this has an effect on society at large. There are also differences in the "pioneering" and "explorer" genes that make the Texan a Texan. Anglo-Saxons have 20% or higher DRD4 7R; this is completely absent in some Indian populations. And some differences in OXTR rs53576 AA expression.

If it turns out you allowed people in who are genetically inclined to be clannish, you’re pretty screwed, because there’s going to be a constant implicit bias against your own group in education, employment, democracy, etc. What makes this sad is that the Anglo-Saxon Texan is genetically inclined to not form accurate stereotypes about their out-group, which is a very good gene conducive to civilization until you share a nation with people from the opposite propensity, and then you’re on the losing end of Popper’s paradox of tolerance. Gujarat is the single highest region of origin for Indians in Texas, I think, and more than half report having to pay a bribe to get something done, which is insane. I have never heard of anyone in America having to pay a bribe and I’m from the Sopranos state.

There’s a William James quote about social trust:

Turn now from these wide questions of good to a certain class of·narrower· questions of fact, questions concerning personal relations, states of mind between one man and another. For example. do you like me or not? Whether you do or don’t depends in countless cases on whether I meet you half-way, assuming that you must like me, and showing you trust and expectation. In such cases what makes your liking come is my previous faith that your liking for me exists. But if I stand aloof, and refuse to budge an inch until I have objective evidence·of your liking me·, until you have done something that is apt, as the absolutists say, ad extorquendum assensum meum [= ’to compel my assent’], ten to one you won’t ever like me. How many women’s hearts are vanquished by the mere optimistic insistence of some man that they must love him! He won’t consent to the hypothesis that they can’t. ·In these cases· the desire for a certain kind of truth brings about that truth’s existence; and so it is in innumerable cases of other sorts. The only one who gains promotions, gifts, appointments is the man in whose life they are seen to play the part of live hypotheses, who. . . .sacrifices other things for their sake before they have come, and takes risks for them in advance. His faith acts on the powers above him as a claim, and creates its own verification. A social organism of any sort, large or small, is what it is because each member does his duty with a trust that the other members will do theirs. Wherever a desired result is achieved by the co-operation of many independent persons, its existence as a fact is a pure consequence of the faith in one another of those who are immediately concerned. A government, an army, a commercial system, a ship, a college, an athletic team, all exist on this condition, without which nothing is achieved—indeed, nothing is even attempted.

Hence it is important for a civilization to have the high-trust, risk-taking, optimistic pioneer who does not quickly form generalizations against an outgroup. This is not the Indian, but it is the Texan.

EA has no say to weed out people who are in it for status or select for people who have a well-developed sense of justice or guilt. That’s probably its fundamental vulnerability. Studies find that people judge men with psychopathic traits as more trustworthy and genuine. EA’s level of character selection is apparently to ignore behavior and focus on blog posts and appearance, which means they are just going to be selecting for the psychopathic continually.

I felt a keen debt to the FTX Future Fund. They provided seed funding for Manifold.

This is a display of keen clannishness. “I have a social debt to the thief whose stolen funds helped my career”, yeah, you might as well just join the mafia at this point.

There have been some interesting updates to the Iran War, if anyone would like to discuss.

  • IRGC-aligned elements in Iraq launched a drone strike at the Saudi East-West crude oil pipeline, which KSA has since shut down. This pipeline may have been transferring up to 5mb/d of crude. Some are claiming these were Yemeni drones and the Shia militias are being blamed for larger geopolitical reasons, as America and KSA would like the Iran-backed Shia militias in Iraq to be disarmed by the end of the month. But the official statement is that the drones were from Iraq.

  • The Houthis have expanded rapidly and now have dominion over the Bab El-Mandeb Strait, capturing the important Perim island. This cuts off an additional 3mb/d of oil typically exiting through Yanbu out of the strait

  • Iran launched 20 ballistic missiles at American bases in Jordan this week, and may be repairing all of their old missile cities in order to produce missiles (in smaller quantities). "Satellite imagery shows Iran is rebuilding everything from bridges and roads to production sites at a pace that is worrying Israeli officials, The Wall Street Journal has reported. Iran has restored access to tunnel entrances for missile bases that had been collapsed by U.S. and Israeli airstrikes. Weapons stored inside those underground sites are likely to be well-preserved, according to Israeli military assessments. Challenges to returning to full-scale missile manufacturing include damage to chemical facilities needed to make liquid propellants and industrial mixers for producing solid fuel, Arab officials said."

As far as oil going through the strait, IMO it is difficult to ascertain the true figures. I was trusting Kpler but they stopped making their numbers public and literally deleted all of their previous posts on traffic (they got the call?). I don't trust the other firms much. Reuters is reporting 6-7 ships through the strait per day the past four days, which could indicate 30% of the normal oil flow. Maybe someone has better data.

At this point I think Trump is a scam artist, and his proposals should be treated like the baubles of a gypsy. He’s a scam artist in a literal way, in that his scams have a genuine artfulness to them, but they are scams nonetheless. Nothing he proposes or promises should be taken seriously. There will be no pay-out just like there was no $2,000 “tariff dividend”. It’s scams all the way down.

It provides a sense of certainty (and mastery) in an uncertain and chaotic world. This is psychologically palliative for women using dating apps, which involves much uncertainty and chaos. There is something to blame and learn in each encounter: his or my sign meant x or y; it didn’t work out so now I know not to talk to any Broncos born on this particular moon sign etc.

Also: it’s fun to read and do, it’s social, it’s low-stress.

Rome was in a dysgenic death spiral long before Christianity substantively expanded. Their upper classes had a low TFR and low marriage rate. Free workers were in constant competition with vast hordes of immigrants who worked as slaves to enrich a small elite. Thankfully nothing like this is happening today. (As a random and strange fun fact, Luigi Mangione of all people wrote an article about Roman Empire Christianity as a response to low Roman TFR).

Perhaps we can assign and pay female high school and college students to help out new mothers, killing two birds with one stone by (1) easing the stresses of mothers & (2) increasing skill and familiarity for future mothers. Additionally, “retired mothers” with kids out of the home can be paid by the state to help out. I don’t see a de-atomized future as a possibility.

I predict that the story’s popularity will lead to a measurable increase in filicide incidents. I don’t actually know enough about MA’s law to opine beyond that. The only novel thought I will add to the discussion is that IMO we should do more to make motherhood easy / comfortable / valued. There are evidently a lot of Clancyites in America who identify with her stresses and tribulations, signifying that there are many women who find motherhood too stressful, and the stress of motherhood is a simple equation: Skill + Purpose + Support.

It looks like since August they’re seeing 6-7mbd for all liquids, not just crude/co. And 20mbd liquids passed through in 2025 so that puts it at 30-35% pre-war average. I’m not sure what to make of their “Yanbu, Fujairah, and Oman berths” graph because I can’t find the numbers from 2025 to compare these to.

What song from a video game, anime, or film best conjures the sense of glory to you?

It’s the same route according to a Bloomberg journalist reporting on Gharibabadi’s interview, and the same graphic was used in Bloomberg reporting as of two days ago, a report written by the same journalist.

According to Iranian authorities

And WH refuses to respond about it… to Fox News of all outlets.

known for pants on fire lies on countless occasions.

Is that even true? Has anyone compared the number of false statements by our President vs by official Iranian channels?

your link has zero connection with your claim.

So, who do you think struck the Kuwaiti tanker near Omani waters? The ghost of Ahura Mazda?

Goldman is extrapolating from Kpler data with the assumption that Kpler’s estimates are artificially low. Goldman is assuming: because Kpler’s estimates from months ago were later revised to be higher, this means that their estimates this week should also be revised higher. This assumption is speculative and IMO unwarranted. Kpler’s data from months ago was revised because AIS-off transfers were relatively new, but since then they have been tracking crossings by other means, like with satellites. Kpler has not announced in any of their publications the belief there is a large amount of dark shipping through the strait which they haven’t been able to count; they can find ships before and after they pass through even if the passing itself is dark. Maybe there is something more happening (how would anyone know but a guy on the shores with binoculars), but it’s telling that Kpler has never mentioned such a prospect to anyone or in any publication, as far as I can tell. If someone has access to the full Goldman report, that would be cool to check why they actually think it’s warranted to revise the Kpler data upward.

Iran and Oman recently agreed in principle on a route in which ships pass through Iranian waters, only barely passing through Omani waters. The Iran-Oman agreement bans US warships. There continues to be ships struck in the strait. Kpler has only been able to confirm transits through Iranian waters recently. The authoritative information is not looking good.

edit I looked into the Kpler details for more accurate numbers:

  • Per their Aug 19 report, between July 22nd and Aug 11 there were 4.83 millions of barrel per day on average of crude/condensate that were clearing, ignoring other liquids. [ctrl-f: clearance (mb)]. In 2025 that number was 14.95 mb/d crude + condensates. This is focusing only on crude/co, not the other products. So that’s 32% of prewar levels.

  • per the report, Kpler’s 12-16 Aug mbd estimate is 4.02 (2.3*1.75). Importantly they state here that their recent estimates are subject to a 1.5-2.0x correction, hence my 1.75 multiplier on their estimate or 2.3. That’s the lowest five-day avg going all the way back to June.

  • There’s nothing much newer by Kpler, but we can look at the number of vessel crossings between 12-16 which resulted in 4.02mbd to find a relationship. On X they post infographic gifs on this: that’s 10 vessel crossings on average. So, 10 vessels for 4.02mbd. The last three day period reported by Kpler averages 7 vessel crossings. So the last days reported = 2.81mbs crude/co. Which is 18.7% of pre-war levels. And again this is all only for crude/co, not other products, because I think the crude/co category is considered the most economically significant (?). However, the three days before that had some days in the 20s for crossings, so maybe the last 3d inspected period was unusually bad.

  • It’s possible America has gotten even better at stealth transits, but for that to be possible it would need to have occurred after the 12th. It’s also possible America is pushing more unladen vessels. (Kpler says laden transit fell 27% between Aug 21-23.)

Corrections on my math welcome

UN member states recognize Palestine and Israel recognizes Gaza and West Bank as comprising one singular territory per Oslo II XXXI

That’s complicated by the cessation of the British Mandate, the question of who has the right to declare nationhood post-Mandate, and the tactics of newfound Israel. It’s a complicated question with opinions, not a “simple fact”.

the simple fact that it wasn't a war Israel started fact.

That depends on whether you consider the taking of your land to constitute an act of war; generally speaking, taking over someone’s legally-recognized territory (see West Bank) constitutes an act of war. So that’s not a simple fact, it’s an opinion.

some underlying logic, some theory of demographic-based moral responsibility

Your own personal identity is a variation of your group identities. Genetics and culture decide much in life, and you qua your unique self did not choose either of these. You yourself, as a individual saying “I freely choose to do so-and-so”, have your interests and inclinations in large part chosen for you by your genes and culture, things preordained before you could talk. The deep you within which speaks inside, though you may construe it as totally unique, is significantly informed by the groups which you belong to, meaning that you share some of your identity with other people in your groups, as inheritors of identity. This means that sometimes when a person in your group does something good, the he who did it is the same you within you, and that fraction of the responsible identity is one and the same. And when someone in your group does something bad, sometimes it’s the same you within you, too. Sometimes, not all the time.

We can consider pitbulls and the concept of moral luck. You could have two genetically-cloned and culturally identical pitbulls, but only one savagely bites someone because of a random sequence of events (a particular noise and scent occurring at the same time, a mental fatigue of the dog, anything). This pitbull needs to be put down or sent to a farm upstate. But what about the other pitbull? The specific identity attribute of the pitbull in question — the fact that his identity is “I’m a dog that bites” — is shared completely with the cloned pitbull who didn’t bite. Why is the other pitbull blameless? Why is he not responsible? If it’s merely because of chance, then it’s weird that we are ascribing moral blame upon the biting pitbull for no other reason that a random sequence of events, while his cloned brother gets just as many goodboy pats as before. This would mean that we’re killing one dog and loving another due to a dice roll. It may be more reasonable to conclude that both pitbulls are responsible, because both share the same identity of “I bite humans”, and this is how we see sophisticated polities govern when they breed-ban pitbulls.

Genetics and culture work similar to the pitbull question, in part, because we know that certain good and bad traits are inherited, meaning the identity-portion-in-question is shared within a group. Terence Tao may live in Australia, but no aboriginal Australian (near as we can tell) could ever do what he does. But there are certainly other Chinese who come close. Why shouldn’t they feel proud of Tao? They see part of their identity in Tao, parts which led to his achievements. If those parts of Tao are not responsible for his achievements, then it would be wrong to attribute responsibility to Tao himself for his accomplishments, because it was actually just luck; or else it would be wrong to attribute responsibility to Tao because Tao-the-identity is mostly not his achievements. “This medal is given not to Tao, whose identity is all over the place, but only to the 1% of Tao which is the few extra IQ points separating him from those similar to him in China”.

Further, if the function of “responsibility” is to assign praises and demerits to people for the purposes of rewards (for the purposes of felicity in the longrun for the group and/or species), then it makes a lot of sense to think in terms of groups. A culture is good and should be praised so that it can increase so that felicity increases. A group is good and should be praised so that it increases so that felicity increases. Considering groups can hasten the increase in felicity, as we can more accurately determine which collection of individuals should be increased or given so-and-so privileges in a way that helps the world.

But! I think there are important reasons why we should abstain from thinking this way too much. Genes which are really good sometimes can be really bad some other times. Novelty-seeking may produce someone really skilled, or an adventurer, but it may produce someone who gambles too much or gets into drugs. I’m sure there are many interactions like this. We want crazy people who will make good films of music, even if these genes are bad 4 out of 5 times. So this is why we should be reluctant to consider group responsibility too much, without looking at the whole picture. William James and Darwin had family histories of mood disorders, genes which were highly adaptive in their own particular variations. Another reason is that you don’t want clans to develop, and they would probably inevitably develop if people start focusing on their last names.

John Kiriakou for sure, although I still love him.

There were already communist influences in the press and investigations on this in 1955, the NYTimes alone getting dozens of subpoenas, the same newspaper that immediately started reporting on Till:

https://time.com/archive/6799287/the-press-eastland-v-the-times/

Communists in 1955 had specific plans to agitate about the Emmet Till case:

https://www.eisenhowerlibrary.gov/sites/default/files/research/online-documents/civil-rights-emmett-till-case/1955-11-22-hoover-to-anderson.pdf

https://www.eisenhowerlibrary.gov/sites/default/files/research/online-documents/civil-rights-emmett-till-case/1955-09-29-memo-re-lynching.pdf

Their plan in 1954 was to agitate Blacks against the anti-communists: https://www.marxists.org/history/usa/pubs/political-affairs/1954-10-33-10-political-affairs.pdf

Literal communists in 1955:

Negro press have sounded the alarm. If this important struggle is to be won, however, the Communist Party, and the American Left, in the first place, must be fully mobilized

Now, in 1955, it’s possible that their explicit intention was not to be anti-white as much as to rile up Blacks in a way that makes them hate White people. But who knows?