The Kobeissi Letter @KobeissiLetter
2h
BREAKING: Iran has delivered its highly anticipated “10-point” response to the US’ “15-point peace plan.”
Iran’s 10-point plan includes:
1. Guarantee that Iran will not be attacked again
2. Permanent end to the war, not just a ceasefire
3. End to Israeli strikes in Lebanon
4. Lifting of all US sanctions on Iran
5. End to all regional fighting against Iranian allies
6. In return, Iran would open the Strait of Hormuz
7. Iran would impose a Hormuz fee of $2 million per ship
8. Iran would split these fees with Oman
9. Iran to provide rules for safe passage through Hormuz
10. Iran to use Hormuz fees for reconstruction instead of reparations
2h
BREAKING: Iran has delivered its highly anticipated “10-point” response to the US’ “15-point peace plan.”
Iran’s 10-point plan includes:
1. Guarantee that Iran will not be attacked again
2. Permanent end to the war, not just a ceasefire
3. End to Israeli strikes in Lebanon
4. Lifting of all US sanctions on Iran
5. End to all regional fighting against Iranian allies
6. In return, Iran would open the Strait of Hormuz
7. Iran would impose a Hormuz fee of $2 million per ship
8. Iran would split these fees with Oman
9. Iran to provide rules for safe passage through Hormuz
10. Iran to use Hormuz fees for reconstruction instead of reparations
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Forwarded from Geopolitics Prime | Iran War Updates
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Neocon hawk Lindsey Graham wants the US to dust off the Libya playbook, and says Iran must “give its enriched uranium” to the US, “or we need to take it.”
💬 “That's the model I want here,” he spells out.
As to the Strait of Hormuz, “when this is over, if they have the ability to control the Straits, I think the world will have failed, and I don't think Trump's going to let that happen.”
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Forwarded from New Rules
🚨🇮🇷🇨🇳 Iran War Exposes the Brutal Reality: The US Would Be Crushed in a China Conflict
Weeks into the Iran war, Washington is already straining under missile shortages, air defense gaps, naval pressure, and logistics breakdowns. What was meant to be a limited campaign is revealing deep structural flaws.
From air defense to supply chains, the message is clear: if fighting Iran costs this much, a war with China would be devastating.
Here’s how Iran is exposing US limits—and why China would be far worse:
🟠 Defenses exhausted instantly – Iran has burned nearly 40% of US THAAD interceptors in 16 days and slipped drones past air defenses. China’s larger, smarter missile and drone arsenal would overwhelm US systems with volume, precision, and AI swarms that collapse response times to seconds.
🟠 Carriers and bases neutralized – Iranian strikes have forced US warships to stay cautious and destroyed an E-3 on the ground. The US ACE doctrine is already failing. Against China's layered A2/AD systems, US aircraft would be destroyed before takeoff—carriers and bases left vulnerable from thousands of miles away.
🟠 Munitions depleted, industry unable to keep up – Hundreds of Tomahawks used in Iran are draining reserves meant for a Taiwan scenario. The US can't replace precision weapons fast enough—years of production, days of war. Worse, US weapons depend on Chinese rare earths, giving Beijing a direct chokehold.
🟠 China is adapting in real time – While the US is tied down in Iran, China is evolving, learning from every US operation. Beidou provides real-time targeting across vast distances. With advanced sensor-fusion like MizarVision, China adapts faster to US tactics and stays one step ahead.
If Iran is exposing the cracks, China would be the stress test that breaks the system.
@NewRulesGeo❗ Follow us on X
Weeks into the Iran war, Washington is already straining under missile shortages, air defense gaps, naval pressure, and logistics breakdowns. What was meant to be a limited campaign is revealing deep structural flaws.
From air defense to supply chains, the message is clear: if fighting Iran costs this much, a war with China would be devastating.
Here’s how Iran is exposing US limits—and why China would be far worse:
If Iran is exposing the cracks, China would be the stress test that breaks the system.
@NewRulesGeo
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Forwarded from Geopolitics Prime | Iran War Updates
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A Channel 13 anchor laid bare how the country’s core systems are collapsing — despite Netanyahu’s claims of long-term planning:
💬 “The education system is non-existent; teachers… have no intention of resuming classes.”
💬 “The healthcare system is scaling back treatments… not even a budgetary directive has been issued to incentivize doctors to provide remote care.”
💬 “80% of air travel from Israel is suspended… the light rail systems in Tel Aviv and Jerusalem are not operating.”
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Forwarded from Geopolitics Prime | Iran War Updates
Over the weekend, 21 ships passed through the strait, clearly showing that Iran’s newly introduced toll scheme is working.
While daily traffic remains far below the prewar peak of 135 vessels, an increasing number of countries are arranging safe transits.
On Sunday, Iran announced an exemption for “brotherly Iraq,” a move that could free as much as 3 million barrels of Iraqi oil daily, experts say.
Announced Friday, the measure is meant to encourage traffic to resume
In the Hormuz dilemma, Iran has emerged as the only adult in the room: offering clear rules instead of slurs and threats, and showing the bullies the door 😇
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Forwarded from Geopolitics Prime | Iran War Updates
🔥 New Lego‑style & anime cartoons tear into US ‘successful’ rescue mission in Iran
While Trump and Secretary of War Pete Hegseth try to sell the rescue of the second downed F-15 pilot as a Hollywood-style triumph, Iran has dropped a new Lego cartoon that seems to show exactly what happened—and what the US administration would rather ignore.
Earlier, another clip hit social media X, described as made by Iran’s “Japanese friends.”
That anime‑style cartoon had a grim ending for an American pilot.
In recent weeks, the Explosive News Lego videos have racked up millions of views, with many enthusiastic reactions from Western audiences, the New Yorker admitted.
Beneath the playful imagery lies a sharply clear geopolitical message: the era of US dominance is over.
👍 US-Israel-Iran war | @geopolitics_prime
While Trump and Secretary of War Pete Hegseth try to sell the rescue of the second downed F-15 pilot as a Hollywood-style triumph, Iran has dropped a new Lego cartoon that seems to show exactly what happened—and what the US administration would rather ignore.
Earlier, another clip hit social media X, described as made by Iran’s “Japanese friends.”
That anime‑style cartoon had a grim ending for an American pilot.
In recent weeks, the Explosive News Lego videos have racked up millions of views, with many enthusiastic reactions from Western audiences, the New Yorker admitted.
Beneath the playful imagery lies a sharply clear geopolitical message: the era of US dominance is over.
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Forwarded from Geopolitics Prime | Iran War Updates
The Pentagon has decided that government funding alone won't build the weapons of the future, so it's turning to private investors with a simple pitch — "Give us capital, and we'll give you access to our scientists and technologies." Investors don't just get to write a check.
They get exclusive access to over 250 DARPA research programs.
Here are the 6 DARPA technology offices around which the entire program is built:
What is happening reflects the deliberate philosophy that the Trump administration brought to Washington.
People from the venture capital world, raised on Silicon Valley logic, keep asking the same question: why should the government spend money on R&D when you can attract private capital, relieve budget pressure, and still retain control over outcomes through intellectual property rights?
This is "privatization of military R&D" — not in the sense of selling it off, but in terms of financing.
The state remains the owner of the technologies, determines who gets them, where they go, and in what form, while private investors pay for their creation and scaling.
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Forwarded from Lord Bebo & Friends (Bebot)
🇺🇸🇮🇷 "Whole civilization will DIE tonight, never to be brought back again" — Trump
"Now that we have complete and total regime change, where different, smarter, and less radicalized minds prevail, maybe something revolutionarily wonderful can happen, WHO KNOWS?"
🔗
Join us | @MyLordBebo
"Now that we have complete and total regime change, where different, smarter, and less radicalized minds prevail, maybe something revolutionarily wonderful can happen, WHO KNOWS?"
🔗
Join us | @MyLordBebo
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