Latest / Combat Veteran News / Trump Threatens GROUND INVASION as Strikes Escalate!!
Transcript
- 0:00The US has resumed its bombing campaign
- 0:02against Iran. And Iran is retaliating.
- 0:06But even more disturbing, the president
- 0:09is now just dropping the mask and saying
- 0:11that he is going to be launching a
- 0:14ground invasion. Yeah, buckle up for
- 0:16this madness. So, in the last 24 hours
- 0:19or so, we have seen a slew of
- 0:22explosions. Uh two explosions on Keshum
- 0:25Island, uh explosions in Bander Abbas,
- 0:28explosions in Bushir, uh uh Henga, uh
- 0:34Kan. I mean, you can see here that the
- 0:36focus seems to have been very heavily on
- 0:39this key infrastructure around the
- 0:42narrowest part of the straight. Now,
- 0:43reportedly, this has been where Iran has
- 0:46been effectively operating its toll
- 0:48booth, so to speak, uh, targeting ships
- 0:50that try to circumvent it and funneling
- 0:53ships that pay the Iranian toll through
- 0:56a designated Iranian route. Obviously,
- 0:58the US blockade outside the straight has
- 1:01in turn stopped ships that Iran is
- 1:03permitted. you know, the the the status
- 1:06quo, but uh it's been a two-way strike
- 1:10as anti-hship missiles have been
- 1:12launched towards some ships in the
- 1:13straight of Hormuz. And you're seeing
- 1:16really a growing number of these strikes
- 1:19going back and forth. Uh notably you
- 1:22note here that in Kuwait, one of the
- 1:26only countries that has still been uh
- 1:28issuing public statements about the
- 1:31number and type of strikes targeting
- 1:34them. Kuwait has said that they were
- 1:36targeted by 24 UAVs in the uh as well as
- 1:42an unspecified number of ballistic and
- 1:44cruise missiles. And this is well
- 1:47troubling for a couple of reasons.
- 1:48There's also been reports that Bahanian
- 1:51air defenses have intercepted an
- 1:52unspecified number of attacks. Uh you
- 1:55also have the
- 1:58uh uh some air bases at least according
- 2:01to the Iranians uh including the fifth
- 2:03fleet headquarters in Bahrain have also
- 2:05been struck. Now there's the stranger
- 2:11part here is what Trump himself has
- 2:12said. So Trump
- 2:16initially
- 2:18said that he was going to hit Iran very
- 2:20hard tonight. This was basically the
- 2:22only tool in his toolkit to improve his
- 2:25negotiating position. Obviously the
- 2:27first 13,000 strikes didn't do anything.
- 2:30It's unlikely that the subsequent uh
- 2:33whatever many this is 100 200 strikes
- 2:36are going to do anything either. Now,
- 2:40the president though has also threatened
- 2:41to quote assume total control of Iran's
- 2:44oil and gas markets and even seize Kog
- 2:46Island in the not tooistant future. This
- 2:49is disturbing at best. And I'm going to
- 2:52see if I can find the actual quote from
- 2:54the president himself uh because it's
- 2:59well troubling. So, you can see here
- 3:02this is at 8 a.m. this morning. He has
- 3:04said, quote, "The US will be hitting
- 3:06Iran." uh who he claims has uh uh wait
- 3:12hitting Iran whose navy, air force,
- 3:14radar, anti-aircraft, and all other
- 3:16forms of defense together with most of
- 3:18its offensive capability are gone. This
- 3:20is transparently a lie. The Kuwaitis
- 3:22aren't even validating this. Um because
- 3:25as we just discussed, even the Kuwaitis
- 3:27admit the Iranians have at least been
- 3:29able to fire ballistic missiles and
- 3:31drones at their country. Uh Trump says
- 3:35at some point in the not too distant
- 3:37future we will be taking Car Island and
- 3:39other oil infrastructure points and
- 3:41assume total control of their oil and
- 3:43gas markets uh much like we have with
- 3:46Venezuela and which is working out
- 3:47brilliantly for both Venezuela and the
- 3:49United States of America. Thank you for
- 3:50the your attention to this matter. This
- 3:51is disturbing because again you notice
- 3:53he's framing this not as a possibility
- 3:55but as a reality. He says at some point
- 3:56in the not too distant future we will be
- 3:58taking control of Car Island. Now,
- 4:00obviously, the president has
- 4:02demonstrated repeatedly that he doesn't
- 4:03really uh the clarity of his statements
- 4:06is not terribly important to him. So, I
- 4:09wouldn't necessarily take this as
- 4:10literally true. The problem is this is
- 4:12the US president. And well,
- 4:16it treating assuming he means what he
- 4:19says is probably a fair assumption.
- 4:22No, he then previously tweeted a bunch
- 4:27of stuff about
- 4:30all kinds of crazy stuff. Uh he also
- 4:32outed that he claims, quote, I directed
- 4:34our great US military to execute a
- 4:35secret mission to support oil tankers
- 4:36and other commercial ships through the
- 4:38straight. He says that actually has
- 4:40gotten 100 million barrels of oil
- 4:42through the straight and into the open
- 4:43market. More than 200 commercial ships
- 4:45have trac safely traveled through the
- 4:47straight. Now I point out that 100
- 4:49million barrels of oil is not nothing.
- 4:50The Iranians produce about about before
- 4:53the war they were producing about 3
- 4:54million barrels a day. So it is roughly
- 4:57the equivalent of about a month's worth
- 4:59of Iranian oil. Uh and we actually this
- 5:04is been independently confirmed. A
- 5:07research firm called Catrini sent an
- 5:09analyst to the straight of Hormuz where
- 5:10he observed the uh numerous ships
- 5:13transiting with their transponders off
- 5:15and that this is likely he observed part
- 5:19of this secret program. Interesting that
- 5:22the president admits it likely as the
- 5:23president has said because the Iranians
- 5:25have well detected it.
- 5:29But here's where things get even
- 5:30stranger.
- 5:32Uh the president has said, "I'm not sure
- 5:35the United States has the stomach to
- 5:37seize Car Island." We can bring you
- 5:39comments from US President Trump. He
- 5:40told Fox News, "The US dropped $250
- 5:43million worth of bombs." Now again, I
- 5:46think this is absolutely almost almost a
- 5:48parody of the no foreign wars president
- 5:52is out here well bragging about how much
- 5:55he spent on foreign wars, which is
- 5:56hilarious because remember in
- 5:58Afghanistan, one of the most damning
- 6:01indictments of the war effort there was
- 6:03that the metric for success was simply
- 6:06how much cash you pushed into the Afghan
- 6:08economy. That was the metric. How much
- 6:11did you spend? We spent a bajillion
- 6:12dollars on Afghan security forces. Well,
- 6:15it those of us that were on the ground
- 6:17in Afghanistan know that the level of
- 6:19fraud and uh theft within the Afghan
- 6:23government was rampant almost to the
- 6:25point of parody. Um I would visit Afghan
- 6:29uh government facilities and I would see
- 6:31um millions of dollars of equipment
- 6:33obviously that that was meant for
- 6:35distribution had never been hoarded at
- 6:37all. So, uh, and they would just do it
- 6:40in front of you. It was absurd. And so,
- 6:42seeing the US president again operate
- 6:45with the same mentality.
- 6:47Why do you have to drop $250 million of
- 6:49bombs? Like, what did you get for those
- 6:51$250 million taxpayer dollars? That's
- 6:53about that's about um 75 cents from
- 6:56every American just last night.
- 6:59And then he raised doubts about whether
- 7:01the US has the stomach to engage in a
- 7:03Car Island military operation. He said,
- 7:04quote, "I'm not sure the country has the
- 7:05appetite for it, as good as it is." He
- 7:07says, "Uh,
- 7:09that's not brilliant because the threat
- 7:12of a ground invasion of Car Island is is
- 7:16a negotiating tool itself. It's like
- 7:19it's the reason why Putin continually
- 7:20cites nuclear uh vague nuclear threats.
- 7:24Is it because he actually is going to
- 7:25launch a nuclear attack on Keev?" No,
- 7:28he's not. He has no intention of it. But
- 7:30every time he makes that kind of vague
- 7:32speculative threat, oh, our nuclear
- 7:33forces are at the ready, uh, it it
- 7:37itself is a is a negotiating tool
- 7:39because it instills fear in the public.
- 7:42And the ability to instill credible fear
- 7:44in the Iranians, even if you don't
- 7:45really think you're going to do it, when
- 7:48you come out and say it's never going to
- 7:49happen, the Iranian planners get to go,
- 7:51great. Odds of Car Island invasion,
- 7:54zero. And then they plan off of that
- 7:55assumption. So before we talk about the
- 7:59market's reaction and the Iranian
- 8:01reaction, additional strikes, including
- 8:04targeting an unusual uh unusual source
- 8:08of infrastructure, I want to mention
- 8:09guys that if you appreciate what I do,
- 8:11you can become a member at
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- 8:23took a look at the,
- 8:26uh, Ukrainian air defense teams, some of
- 8:28their most advanced interceptors, which
- 8:30I know it's not like clickable super
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- 8:41every single day. Check the link in the
- 8:43description. Okay, so one, despite this
- 8:46kind of bizarness, you can see that the
- 8:48price of oil has actually remained. This
- 8:50is uh this is um WTI. Let's let's take a
- 8:55look. We've been using Brent crude and
- 8:56I'm going to continue to use Brent
- 8:57crude. I think that's a better one. So,
- 8:58it's floating around 92 a barrel and you
- 9:01can see basically it's maintained that.
- 9:03Um I think likely I think indeed because
- 9:05of the president getting all of those uh
- 9:08oil tankers out through Iran. Uh I think
- 9:11that has made a difference. But you can
- 9:14see that it's stable around 92. This is
- 9:16still not great, but it is not the
- 9:19catastrophic uh 111 or 114 that we have
- 9:23seen the price spike to. Um, now there's
- 9:30I'm not sure if this is trading because
- 9:31they think the odds that the president
- 9:33would actually do it successfully, take
- 9:35the oil infrastructure. Uh it seems to
- 9:38be like it me I my theory is that the
- 9:41market is kind of in a state of tension
- 9:43because you have the president saying
- 9:45listen it's really important to me that
- 9:48I
- 9:50get oil onto the market like we joked
- 9:53about on the live streams the three
- 9:56biggest advisers to the president right
- 9:58now is the S&P 500 the 10-year Treasury
- 10:01yield and the price of a of a barrel of
- 10:04oil And
- 10:07clearly when the president says,
- 10:08"Listen, the price of a barrel of oil is
- 10:10is guiding policy right now." Well,
- 10:15presumably the price of oil itself, the
- 10:17act just signaling that is going to
- 10:20drive down the price of oil. Why do I
- 10:21say that? Because as you can see here,
- 10:23this is straightforward opening by July
- 10:2531st. And as you can see, the odds of
- 10:28that happening are dropping, dropping,
- 10:30dropping, and are now just 24%. which is
- 10:33wild because again the 7-day moving
- 10:35average for uh the IMF port watch has to
- 10:40be equal to or above 60.
- 10:44So
- 10:45this implies that and that's about a
- 10:48third between a third and a half of what
- 10:53usual daily traffic is spo is typically
- 10:56the constituting open but you can see
- 10:58the odds of that happening now by the
- 10:59end of July July is basically dropping
- 11:03to less than 25%. And I think that is a
- 11:07signal that the odds of the supply issue
- 11:11stabilizing are have been steadily
- 11:13dropping basically on a straight line.
- 11:15It's actually kind of unusual to see.
- 11:17Here's the June 30th chart. You can see
- 11:19that's actually had more disruptions,
- 11:21but as of about May 23rd,
- 11:24and that's bizarre because the price of
- 11:27oil does not look like that, right?
- 11:29again, May 23rd. Use May,
- 11:33you know, you use May 23rd. And let me
- 11:36show you guys. We got Brent crude here.
- 11:39And we're going to do a one month. Boom.
- 11:41This is Brent crude. So here is May
- 11:4324th. And as you can see, the price has
- 11:47been really trading flat since about May
- 11:5029th,
- 11:52which is really weird given that the
- 11:55straight looks like it's going to be
- 11:56closed for longer than anyone
- 11:58anticipated, including the president.
- 12:00But the actual price of a today barrel
- 12:03of Brent crude is very, very stable.
- 12:06That's pretty bizarre. And I think again
- 12:09you have pushing prices up is the odds
- 12:12of a continued closure. I think pushing
- 12:14prices down is two things. The first is
- 12:18the likelihood of a of global demand
- 12:20destruction. Right? In a recession,
- 12:22fewer people drive, fewer people cook,
- 12:24fewer people use fuel oil products. But
- 12:28also you have the fact that uh prices
- 12:32are being pushed down by the fact that
- 12:33the president himself is like I will get
- 12:35prices down. And when you are the
- 12:38commander-in-chief of the largest
- 12:39military on earth and the largest
- 12:41economy on earth and you state that this
- 12:43is my number one goal, well that is
- 12:46going to give the market confidence. I
- 12:48mean again imagine if you said listen
- 12:51yeah I care about winning the elections.
- 12:53I care about the US public but mostly I
- 12:54care about price of a barrel of oil. Now
- 12:58the Iranians though have a say in this
- 13:00and there's a couple of interesting
- 13:01things that they have said. Here's the
- 13:04FARS news agency and says Iran has
- 13:06updated its bank of targets for further
- 13:07military operation. Says it's been
- 13:09expanded to all interests associated
- 13:12with the economic holdings managed by
- 13:13Elon Musk in West Asia, the Middle East,
- 13:16including those located in Arab
- 13:17countries and the occupied territories.
- 13:19Now, this is interesting because
- 13:21obviously Elon has been explicit that
- 13:23his Starlink system is deployed
- 13:26and used by the US military. But
- 13:30obviously that can include now this bank
- 13:33of targets includes Tesla dealerships,
- 13:36Tesla manufacturing, Gro Gro AI data
- 13:40centers, anything associated with
- 13:41Twitter uh or X uh anything associated
- 13:44with SpaceX. I'm not sure how much
- 13:46SpaceX activity happens in in the Gulf
- 13:49countries, but certainly some of it. And
- 13:52again, I think this is mostly
- 13:54performative. I don't think Elon has
- 13:56that many interests in the Gulf
- 13:58countries directly. I think the Gulf
- 13:59countries are definitely helping Elon
- 14:02with his SpaceX IPO. I have no doubt
- 14:04about that. But
- 14:07and the fact the fact that Elon was a US
- 14:09government employee is probably being
- 14:12seen as like, "Hey, man, you're a
- 14:15government agent." And
- 14:17again, SpaceX, I'm like, "Okay, I get
- 14:20it. You win government contracts. You
- 14:21put government satellites into orbit.
- 14:23That makes SpaceX a target. Does it make
- 14:25all of Elon's holdings a target?" uh
- 14:28maybe kind of sort of this is a really
- 14:30gray area and this is again something
- 14:33that we talk about frequently on the
- 14:34frequently on this channel is that we
- 14:36think about economics is over here war
- 14:38is over here but in today's world it's
- 14:41so much more complicated. Again when we
- 14:43wrote the the law of war we said listen
- 14:46targeting civilian infrastructure that
- 14:48doesn't have a legitimate military
- 14:49purpose is is a war crime. targeting
- 14:53military infrastructure that's dual use
- 14:56is not a war crime. So, for example,
- 14:58blowing up a bridge that connects a town
- 15:01to a hospital that doesn't that's far
- 15:04away from the front lines, not really
- 15:06having any much legitimate military
- 15:08purpose. Blowing up a bridge, the same
- 15:11bridge in fact, but your forces are
- 15:14retreating and the enemy is going to
- 15:16cross the bridge. Completely legitimate.
- 15:18It's uh but again, you see how
- 15:21complicated it is. Under this metric, is
- 15:24blowing up a Tesla dealership a
- 15:25legitimate military target?
- 15:28Unclear. Elon's a government employee.
- 15:32He his companies that he owns and
- 15:35controls uh conduct sign contracts with
- 15:39the US military, facilitate some US
- 15:41military operations. Starlink famously
- 15:43guides uh US military strike drones.
- 15:48So
- 15:51what is where where where does it end?
- 15:53Where do you draw the line between
- 15:55legitimate military purpose and not?
- 15:57It's tough to say,
- 15:59but even more complex
- 16:02is that
- 16:04the
- 16:06Iranians have also released this
- 16:08statement. says, "Following the glorious
- 16:10achievement of the Islamic fighters at
- 16:11dawn in suppressing the invading
- 16:13American enemy with a reliance on on God
- 16:15and brave sons in the IRGC aerospace
- 16:17forces,
- 16:19the ones that reportedly don't exist
- 16:21according to the president response to
- 16:22the missile attacks by the child killing
- 16:24American army." I mean, this some of
- 16:25these things are like to the point of
- 16:27parody. Um, and maybe they have an
- 16:29elegance in a in in Arabic or in Persian
- 16:32that they don't have here. uh a
- 16:34recreational site, a production complex
- 16:36and the grounds of barracks near
- 16:37Kajadage and Nazar Bashaz as well as an
- 16:40RGC base to punish this aggressor this
- 16:42morning targeted the base of the
- 16:44American F-35 fighter and 15 and 16
- 16:47fighter jets and important facilities
- 16:48that the American army located at Alzas
- 16:51air base and control center. He says we
- 16:53hit them with 12 ballistic missiles,
- 16:54destroying these facilities and a large
- 16:56number of fighter jets. Now, one of the
- 16:57problems here is that I don't really
- 16:59believe them because the Iranians always
- 17:01say this that all their strikes were
- 17:03always successful all of the time. But
- 17:07the the
- 17:12but we know unfortunately from the
- 17:15previous round of strikes reporting that
- 17:18US military bases were hit by Iranian
- 17:20ballistic missiles and caused damage at
- 17:22a scale that the US government
- 17:24essentially hid from the public. So,
- 17:26we're left with this question of how
- 17:29truthful are the Iranians? They're
- 17:30definitely not 100% truthful, but how
- 17:33correct are they? How much do they did
- 17:35they really hit? Is the damage worse
- 17:38than being reported? What is the real
- 17:39story? What is really happening? And
- 17:42that is one of the uh chief problems
- 17:45here is that
- 17:48when you lose your credibility, it's
- 17:51gone forever.
- 17:53And
- 17:55the
- 17:57it's hard to like the fog of war feels
- 18:01denser than ever because previously
- 18:03credible reporter sources like the US
- 18:05government, which don't get me wrong, US
- 18:06government put their spin on it. But
- 18:09it's spinning the truth is different
- 18:11than outright lying. And that's what
- 18:14this government has done repeatedly in
- 18:15this conflict. So now we have two liars
- 18:18accusing each other of lying.
- 18:21It's a huge problem.
- 18:23So, we're going to keep you guys updated
- 18:25as we know more. Uh, huge thank you to
- 18:27our Colonel Tier members, guys like
- 18:28Charles Shield, Brent, Andreas, Jim
- 18:30John, CPC, Leon, Gabriel, Reyes, as well
- 18:32as all of our lieutenant tier members.
- 18:34We really appreciate you guys. We could
- 18:35not do it without you, and we'll see you
- 18:37guys in the next one. Cheers.