The 2nd comment below pointing to the Russian Federation suffering from 40% of their railway rolling stock being sidelined by bearing shortages come Feb 2022 represents a transportation calamity.
There is a reason I've hammered on the destruction of the Russian Army tactical truck fleet followed by the impressment and loss of Russian civilian trucks in Ukraine.
5/
Global and national just-in-time supply chains fail catastrophically when transportation capability is mildly disrupted.
While the fall of Russian imports from Western sanctions have reduced the need for Russian railway rolling stock.
The mass rail movement for the Feb 2022
6/
...Ukrainian invasion massively used up much of Russia's railway bearing reserves to get the huge mechanized forces in place.
Furthermore, the Russian mobilization is now making use of that Western import railway capability to...
7/
...move and support 'Mobiks' deep in Ukraine by rail.
These transportation trends are pointing to Russia suffering a Venezuela style failed state economic collapse as early as the winter of 2022-2023 due to a lack of rail rolling stock & trucks to distribute goods.
8/
The economic repercussions of Russian energy & food suddenly just falling out the world economy from this pending "transportation apocalypse" beggars the imagination.
Western national security and economic policy makers need to be putting together crisis teams to evaluate
9/
...the implications for both the world economy and for obtaining an armistice using access to railway cassette bearings as a leaver to obtain to two most important concessions -- Pre-2014 Ukrainian borders & getting back Ukraine's kidnapped populations -- that will make a
10/
...lasting cessation of hostilities possible.
The Russians have already started eating themselves inside Ukraine.
Defeat there will see exactly this sort of collapse in Russia.
The various Russian Oligarchs raising private military organizations right now looks a whole lot like Lebanon in the political-military run up right before it fell to Civil War.
Western governments failing to plan for Russian defeat/transportation collapse, so as to manage the transition to a stable post-war world, will put post-Putin Russia on the slippery slope to the hell of becoming a continent spanning Lebanese Civil War with loose bugs,
12/
... loose nukes & novachuk gas equipped sprayer drones.
It may not be possible to avoid this Russian meltdown collapse, but failing to plan for the possibility is planning to fail.
13/
If the USA had a real foreign human intelligence capability.
Now would be the time to be making openings to all of those Russian oligarchs to cushion the Russian transition with minimal bloodshed & economic disruption.
Unfortunately the 1970's Church Committee hearings...
14/
...destroyed that US capability without replacement.
This means the West & the USA in particular using either Ukrainian or Israeli human intelligence assets in Russia to make those approaches.
15/
Given the De-escalation Faction in the Biden Administration's irrational fixations of not escalating the Russo-Ukrainian War by denying ATACMS, F-16's & M-1 Abrams tanks to Ukraine & restarting the Iran Nuclear deal blocking the use of Israeli agents doing these approaches.
16/
We are left in the position of being spectators praying for the best & expecting the worse.
17/17 End
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"Oil revenue collapsed to roughly 5% of the national budget, down from 32% the prior year. Taxes increased over 60%. Food prices climbed at least 50%. ATMs across major cities are running out of cash."
Since Clausewitz, the West recognized "war as an extension of politics."
The corollary of that is "politics is an extension of money."
Iran doesn't have any money, thanks to hyper-inflation and now an 84% reduction in oil revenue.
2/
The failed January 2026 Iranian uprising kicked off because hyperinflation caused massive food insecurity that required the mass murder of 30,000 (+) Iranian protestors to suppress.
The 12-day war and the current one have made Iranian hyper-inflation far worse.
3/
The Chief of Air Staff RAAF 12 months ago gave a lecture trashing HAS as a bad idea and how "dispersal is better."
Dispersal didn't help USAF E-3G's in Saudi Arabia because they had nowhere to disperse too.
Places like Italy are politically off limits. 2/
The RAAF CoS appeared to believe that every HAS was like the cheapest Iraqi HAS that we could crack with a single BLU-109/B, not the serious HAS needing multiple BLU-109/B down the same hole.
All of China's HAS built since 1991 are of the 2nd variety or are 'super-hardened' deep tunnels.
War is a question of interests, not legality. Iran with, it's support of the October 7th attack, kicked off an existential war with Israel for the latter to prevent Iran from getting the A-bomb.
Israel won't survive as a nation after three Hiroshima class nukes...
- riding ballistic warheads in a saturation missile attack - slam into its major cities.
The Trump Administration agreed with Israel on Iranian nukes both in the 12-day war and with the current war.
2/
The Iranian use of a space launcher as an ICBM against Diego Garcia made the current Iran war an existential one for the USA, given the EMP threat Iran represents to the unhardened American power grid.
Imagine the population of the American west - especially Las Vegas! -
3/
Anyone claiming Iran will survive long term without explaining how Iran recovers from currency hyperinflation IN THE MIDDLE OF A WAR marks themselves as incompetent yo-yo's.
Hand waving, "They will use ForEx from oil and barter instead of the rial" is ignoring what happened during January 2026.
I dare anyone to do a word search at that link for the text strings "hyperinflation," "Rial" or "foreign exchange."
None are present.
2/
The Iran questions at hand are as follows: 1. Will the Regime fall via a controlled air campaign driven collapse, or 2. After a protracted Syria style civil war with 6 or 7 figure #'s murdered by IRGC thugs, & 3. Will Iran destroy the Gulf's power & H2O supply while dying?
3/3
The Mullah Regime of Iran is in very deep trouble. Any critical thinker can see that.
What I find remarkable is how many people who should know better are so blinded by their hostility to Netanyahu and Trump that they ignore the military context and the domestic context inside Iran.
1/
The outcome of this war was decided before it began. The January 2026 uprisings occurred because the Iranian currency had collapsed and the economy was collapsing.
This was due to a massive increase in American economic warfare starting right at the beginning of the second Trump administration. Inflation was over 100% a year in January 2026.
2/
The war has made this much worse. Hyper-inflation has now set in and that has only one ending. IMO Iran’s economy and mullah regime will totally collapse in 4-5 months, even if the war ends immediately.
Even if oil exports last until then, hyperinflation means the oil industry workers will go out on strike and the regime protection forces must seek other jobs to feed their families. The latter has already started to happen.
3/
Nothing says hyperinflation like a ten million currency unit banknote.
The US and Western nations need to be three weeks into planning for relief and stability operations to prevent mass starvation in Iran after the Mullah Regime goes down.
The horrid impending humanitarian disaster reality for Iran is the current regime is a dead man walking because of hyperinflation.
Iran lacks the administrative ability to replace the current hyperinflated currency in the traditional manner...
2/
...of a three day closing of the banks and handing out new note for old.
In addition, the close down of the internet for security reasons combined with the striking of Iranian bank data centers means there are no operable credit or debit cards.
3/