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Culture War Roundup for the week of June 1, 2026

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Other fuels have gone through saudi arabia to the red sea. Iranians are trading at record rates through the caspian sea, pakistan and through central asia. Iraq has a land boarder with Turkey.

This is optimistic. Land borders are irrelevant, the Caspian is irrelevant: because we're talking multi million barrels per day, the only thing that matters is existing pipeline capacity, available short term. And there's really only three pipelines in the area that matter: the Saudi East-West pipeline to the Red Sea, the Abu Dhabi Crude Oil Pipeline to Oman, and the Iraq-Turkey pipeline to the Med. Their max capacities are around 7 million barrels per day, 1.5 mb/d and 1 mb/d, respectively. But they all already carried fuel before Hormuz was closed (albeit not at full capacity), so if you want these pipelines to substitute for crude carriers through the strait, you might get an additional 4 mb/d through them, 7 mb/d if you're lucky (that requires the Saudi to do some real magic to their pumping stations, and you need to unfuck the political trouble between Iraq and Turkey that prevents them from using that pipeline - and even then, it doesn't even connect to Iraq's major oil fields in the South).

That leaves the global market short 13 mb/d, -13% in total. And that's a major oil crisis, almost double the shortfall of the Arab oil embargo of '73, which quadrupled oil prices. Once the strategic reserves run dry, the oil price is going to do violent things.

And then there's, of course, the matter that pipelines are extremely large, effectively impossible to protect and thus really easy to bomb with drones.