Mere hours before Trump's 8pm Tuesday deadline yesterday, Pakistan's government contacted Iran with a US-written proposal for a two-week ceasefire, explicitly stated to also include Lebanon, during which they would negotiate a permanent end to the war on the basis of Iran's 10 Points. Among other things, these points include 1) maintaining strict control (joint with Oman) over Hormuz, complete with a toll; 2) the end of sanctions on Iran; 3) keeping their enriched uranium; 4) a withdrawal of US forces from the Middle East [stated by the Supreme Leadership Council but not in the 10 Points, so who knows], and 5) some plausible guarantee that Iran would never be attacked again. I've heard rumors that China may have prodded Iran to accept these terms.
In theory, these are relatively confident and maximalist demands. In practice, Iran has already achieved military and economic control over Hormuz and the withdrawal of many US troops and bases from the region, so at least a few of Iran's demands are, to a greater or lesser extent, already achieved, and with little hope for an increasingly exhausted US to undo these achievements short of nukes.
A couple hours after the ceasefire, the Zionist entity began a wave of airstrikes in Lebanon, killing hundreds of civilians, as well as flying drones into Iranian airspace. This was a strange move to make even if you assume - very sensibly - that the US is completely agreement non-capable: why not agree to the ceasefire and simply pretend to negotiate for two weeks while regrouping/repairing what assets you can and then start hitting Iran again?
One theory is that the Zionists are testing to what degree Iran is actually willing to have solidarity with Lebanon and Hezbollah. While the Resistance has been relatively united since October 7th, the formation of separate peaces instead of negotiating terms as a united front has been a major exploitable weakness. Alternatively, it's been proposed that the US didn't even consider using the ceasefire to regroup and deceive Iran, and that Trump merely wanted a way to chicken out of his threat on Iran's electrical grid - the fact that US officials have since stated that Iran's 10 Points were not the same ones they agreed to is a point supporting this, I suppose. If the conflict resumes and Trump does not deliver another 48 hour deadline (and/or makes it something silly like a month from now) then this could be the explanation.
From Iran, I am getting the sense that a lot is happening behind the scenes. Statements from top officials like Araghchi have stated quite plainly that there will be no ceasefire and no negotiations unless the Zionists stop attacking Lebanon, but as of ~24 hours after the ceasefire began, there has been no significant military response from Iran yet. There have apparently been phone calls between Araghchi and numerous regional officials, but it is unknown to what end. All the while, the global economic situation continues to deteriorate. Over the next week or two, the last tankers that left Hormuz before it closed will arrive at their destinations. If the missile exchanges begin once more, then the West, much like most of the rest of the world, will be experiencing all sorts of fuel, energy, food, and product shortages while trying to justify why they broke the ceasefire to kill more Lebanese civilians.
Last week's thread is here.
The Imperialism Reading Group is here.
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The bulletins site is here. Currently not used.
The RSS feed is here. Also currently not used.
The Zionist Entity's Genocide of Palestine
Sources on the fighting in Palestine against the temporary Zionist entity. In general, CW for footage of battles, explosions, dead people, and so on:
UNRWA reports on the Zionists' destruction and siege of Gaza and the West Bank.
English-language Palestinian Marxist-Leninist twitter account. Alt here.
English-language twitter account that collates news.
Arab-language twitter account with videos and images of fighting.
English-language (with some Arab retweets) Twitter account based in Lebanon. - Telegram is @IbnRiad.
English-language Palestinian Twitter account which reports on news from the Resistance Axis. - Telegram is @EyesOnSouth.
English-language Twitter account in the same group as the previous two. - Telegram here.
Mirrors of Telegram channels that have been erased by Zionist censorship.
Russia-Ukraine Conflict
Examples of Ukrainian Nazis and fascists
Examples of racism/euro-centrism during the Russia-Ukraine conflict
Sources:
Defense Politics Asia's youtube channel and their map. Their youtube channel has substantially diminished in quality but the map is still useful.
Moon of Alabama, which tends to have interesting analysis. Avoid the comment section.
Understanding War and the Saker: reactionary sources that have occasional insights on the war.
Alexander Mercouris, who does daily videos on the conflict. While he is a reactionary and surrounds himself with likeminded people, his daily update videos are relatively brainworm-free and good if you don't want to follow Russian telegram channels to get news. He also co-hosts The Duran, which is more explicitly conservative, racist, sexist, transphobic, anti-communist, etc when guests are invited on, but is just about tolerable when it's just the two of them if you want a little more analysis.
Simplicius, who publishes on Substack. Like others, his political analysis should be soundly ignored, but his knowledge of weaponry and military strategy is generally quite good.
On the ground: Patrick Lancaster, an independent and very good journalist reporting in the warzone on the separatists' side.
Unedited videos of Russian/Ukrainian press conferences and speeches.
Pro-Russian Telegram Channels:
Again, CW for anti-LGBT and racist, sexist, etc speech, as well as combat footage.
https://t.me/aleksandr_skif ~ DPR's former Defense Minister and Colonel in the DPR's forces. Russian language.
https://t.me/Slavyangrad ~ A few different pro-Russian people gather frequent content for this channel (~100 posts per day), some socialist, but all socially reactionary. If you can only tolerate using one Russian telegram channel, I would recommend this one.
https://t.me/s/levigodman ~ Does daily update posts.
https://t.me/patricklancasternewstoday ~ Patrick Lancaster's telegram channel.
https://t.me/gonzowarr ~ A big Russian commentator.
https://t.me/rybar ~ One of, if not the, biggest Russian telegram channels focussing on the war out there. Actually quite balanced, maybe even pessimistic about Russia. Produces interesting and useful maps.
https://t.me/epoddubny ~ Russian language.
https://t.me/boris_rozhin ~ Russian language.
https://t.me/mod_russia_en ~ Russian Ministry of Defense. Does daily, if rather bland updates on the number of Ukrainians killed, etc. The figures appear to be approximately accurate; if you want, reduce all numbers by 25% as a 'propaganda tax', if you don't believe them. Does not cover everything, for obvious reasons, and virtually never details Russian losses.
https://t.me/UkraineHumanRightsAbuses ~ Pro-Russian, documents abuses that Ukraine commits.
Pro-Ukraine Telegram Channels:
Almost every Western media outlet.
https://discord.gg/projectowl ~ Pro-Ukrainian OSINT Discord.
https://t.me/ice_inii ~ Alleged Ukrainian account with a rather cynical take on the entire thing.
(I've stayed out of this discourse, since I was one of the people regularly arguing with Marmite and I don't want this to be interpreted as gloating or anything, I didn't dislike their presence on the site, but this is something I can specifically contribute on)
They mentioned a source in this post https://hexbear.net/post/8026521/7030720, who fits in exactly with this assumption, and who I... don't really find the most credible after going through some of his posts. I pointed out the guy being a crank, just as the people on the other side of the aisle that Marmite complained about, which they dismissed, and I didn't really want to get into it at the time, but the guy being a deranged pro-Ukraine freak is actually partially discrediting for his analysis - to genuinely believe in the possibility of Ukrainian victory at this point requires a thorough rejection of the strategic reality, "if Ukraine just gets more long-range missiles they can turn things around!" is not coherent materialist analysis.
(well, okay, this turned out ridiculously long so I'll spoiler it, but this Colby guy just really pissed me off so I wanted to write down some thought I had bouncing around since I checked him out, if I need to cite them later)
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The effects of this bias are wide ranging. Colby cites a lot of factual figures about procurement, which is certainly valuable - except when it comes to Ukraine, suddenly he's completely uncritically repeating Zelensky's totally real figures about Ukrainian production capacity. He supports the strategy of Ukrainian strikes on Russian oil infrastructure, despite little evidence for its actual long-term effectiveness - but pro-Ukraine guys have to believe that Ukraine can achieve strategic effects with oil infrastructure strikes (and long-range strikes more broadly), since otherwise they'd have to face the state of the Ukrainian military on the actual frontline. And even accepting this premise that Ukrainian long-range strikes can actually cause severe damage to oil infrastructure, spinning this into it actually affecting the strategic reality on the ground still requires the oft-repeated Western chauvinist framing of "Russia as a gas station masquerading as a country", which is deeply anti-materialist and ignorant of the actual reality of the Russian economy.Colby's broader doctrinal analysis is also, uh... I pointed out this particularly silly example back then, of saying "The US is never going to abandon its bases or interests in CENTCOM" right as the US was in the midst of doing exactly that to like half its bases in the region. This thread on American theater missile defense doctrine, while it does at least start out with useful information and clearing up misunderstandings about the doctrine, does not in any way interrogate whether this doctrine can really work, and dismisses the critiques of low interceptor inventories - in the end, I feel it ends up being a classic example of the "Western doctrine can never fail, it can only be failed" framing often seen from Western analysts. His final "doctrine works, it just has to be implemented in full" statement, has, I feel, been pretty thoroughly repudiated at this point - the Iran war did involve the US and Israel expending a ridiculous amount of highly valuable munitions in order to destroy Iranian assets, and yet seemingly failed to actually meaningfully attrit Iranian missile and drone capabilities, and ended up with depleted interceptor stocks anyway. He states "In the absence of sufficient TMD, friendly forces are vulnerable to begin with, and do not have any freedom to operate" - and yet Iran proves this wrong, as they went through over a month of bombardment and yet were still able to keep up launches - by relying not on interceptor defense but underground facilities and concealment. He further dismisses worries about interceptor expenditure as "not that dire", midway into the war, despite extensive evidence for the success of Iranian strikes by that point, and this is all in service to the notion that Ukraine... is going to buy interceptors from the Gulf states? This is, again, pro-Ukrainian bias affecting his analysis - firstly believing Ukrainian claims that they totally have a bunch of spare drones sitting around to offer to the Gulf states, and secondly believing that the Gulf states are going to actually send a substantial amount of interceptors to Ukraine despite the performance of their air defense during the war - pro-Ukraine guys have to believe these things, since otherwise they'd have to accept the reality on the ground.
Another example of uncritically assuming Western doctrine will work - this argument, again dismissing critiques by other analysts, that the expenditure of ammunitions' obvious negative impact on military capability against China isn't actually a problem, since, uh, the US needs to eliminate the Iranian threat first, and so it's all justified? This completely fails to tackle the obvious question of "what if a US attack on Iran doesn't work and you just end up with no munitions and still facing two threats", and is also an example of how being a deranged imperialist compromises your material analysis - "acting now is undoubtedly wiser than praying that somehow the regime will not pose a persistent threat into the future" justifies this tremendous waste of ammunition by assuming that the evil Iranians were totally going to strike eventually anyway, despite all evidence from before this showing that the Iranians are moving very slowly, trying to avoid escalation, and having a substantial reformist faction which seeks rapprochement with the West - if anything, attacking has weakened those reformists and strengthened the hardliners by proving they were right about everything, thus making Iran into more of a threat! But the deranged fascist who assumes by default that the Iranians were scheming to attack him cannot really conceive of an analysis like that.
The "Western doctrine can never fail, it can only be failed" framing is also particularly common precisely among pro-Ukraine analysts, as it offers hope - if only Western doctrine was implemented correctly this time, Ukraine could win! The idea that there's just fundamental conceptual flaws there cannot be accepted. There's actually a great response in one of the above threads which exactly lays out one of the trends among pro-Western analysts: "Native English speaking Weapon and Military experts have proven themselves to be zoomed in tactical aspects of this conflict, as if they dictated strategic and geopolitical outcomes".
There's also this other thread I came across later, where he again dismisses expenditure concerns, this time about JASSM. He then states about where he got his numbers from, "The US Air Force's budget? Selected Acquisition Reports too. It's all there. The issue is that very few people understand how to read and cross reference these documents correctly." Except:
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there was also this really amazing exchange there
"concerning" to see think thanks adopt the attitude of, uh... material reality? "anything that supports the idea of US military decline", like, uh, looking outside? it's not an idea anymore buddy
Anyways, a final thing with regards to the notion of this guy doing good "material" analysis - a point he seems to often make is the idea that the US totally has a bunch of extra production capacity that's just sitting there unused, so if only there was the political will then things like missiles and interceptors could totally have their production increased by the government putting in larger orders. I simply do not find this credible - perhaps if we were talking about a planned economy, sure, but in the modern just-in-time era of capitalism, the idea that there's these production lines just hanging out I find pretty doubtful. Uncritically citing MIC CEOs saying "well, we could totally make X amount" is not journalism (well, good journalism anyway) or material analysis. Modern executives are basically all hanging out in their office, with their hand over the big red "CLOSE FACTORY" button, sweating, just waiting for an accounting guy to come in and say "sir, there's been a 0.02% drop in profits" so they can slam the button.
A production line that's been making less than a hundred per year, but would totally be able to scale up to 600 if the government just put in an order that large, is just an idea that I don't find credible given everything known about how the US MIC works. Even if they had the spare tooling for this just sitting around (when, again, all evidence points to manufacturers, in all sectors, just rushing to dump spare productive capacity as soon as they're done with a contract and don't have a new one coming up, that's just how a system that prioritizes quarterly profits ends up functioning), they'd still need to hire a ton of additional personnel to run that tooling - in a country that has a shortage of the skilled workers necessary for this - and get the raw materials to actually build everything, in a time of increasing supply chain challenges.
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