Can there be an invasion of Iran? Hardly. Two maps explain why, and also why Iran is the way it is today, whether its regime will fall, what other superpowers will do, and in general why Iran is the way it is today
The only truly exposed area is the southwestern corner of Khuzestan, which is a swamp
The biggest superpowers lie to the west, and there the very broad Zagros make it really hard to conquer Iran. The mountain range is tall and wide, making logistics similar to Afghanistan. Very hard.
Iraq learned it the hard way when it tried to attack there in 1980
Here are images of the Dasht-e Kavir Desert. It's one of the hottest and driest places in the world. Only one invasion ever succeeded following this path
2. Iran is in the middle of a highway
If you want to go from Europe / Middle East to China / the Steppes / India, you have to go either through Iran or through the narrow pass in the north between the Caspian Sea and the Ural Mountains. Dozens of armies chose Iran
This means that, despite the defense provided by the mountains in history, Persia (former name for Iran) was invaded dozens of times. But only 2 invasion paths were consistently successful
• 5 from Khuzestan in the southwest
• 7 from the desertic steppes in the northeast
Iran is not worried about the northeast: Nomadic invasions stopped after gunpowder. That region is now weak & safe, no strong enemies
In general, it's reasonably safe in the southeast region of Khuzestan: In the last 1400 years, only the British successfully invaded Iran there
Still this is where Iran is most exposed:
• Flatland (albeit swampy)
• Fertile (Mesopotamia)
• Most of the oil is there
• Easy access from the sea
• It's ethnically Arab (and not Persian)
But the ethnic diversity is not only a problem in Khuzestan: Only 60% of Iranians are Persians. A full 25% are Azeri. There are more Azeris in Iran than in Azerbaijan!
And then there are Kurds, Balochis...
Why so many ethinicities? Again, because of the mountains
In temperate areas like Europe, the US, or Argentina, ppl live in plains, ideal for cheap transportation, and thus trade and wealth generation
Iran is too hot for that, so ppl live in valleys nearby mountains—which gather moisture from the wind
You can see how the rains are concentrated in the tallest mountains in the west and north
The result is that ppl live in mountains, which makes transportation and infrastructure very expensive, so trade is lower, and the country is poorer
When transportation is expensive, it's not just trade that suffers. When ppl communicate less, they diverge. This is why Iran is so ethnically diverse
This is why the Iranian state is so oppressive: To keep minorities and their nationalism subdued, and the country united
OK now imagine you're a Persian leader, safe in your mountains. What would you invade?
East: more deserts and mountains (Afghanistan & Pakistan), only good as a buffer
Northeast: steppes without agriculture
Northwest: mountains
South: mountains & the sea
But to the west...
Mesopotamia is so flat because the weight of the Zagros & Anatolia Mountains push land down
Rivers follow that path (like the Indus & Ganges to the east)
And make one of the most fertile lands on Earth
This is why, over history, Persian expansion tended to be in this direction
(expansions to the east & northeast were not economic, but as military buffers)
So historically, Persia's area for expansion is naturally towards the Mediterranean. That was true until just a few years ago. Here was Iran's strongest presence
So here you have some of the most important aspects to understand Iran:
• In a highway, invaded many times, it's very wary of foreign invaders
• It feels safe from invasions, perched in its mountains
• These mountains also make it poor though
• And ethnically diverse
• Which begets a strong oppressive authoritarian state
All this tells you Iran's main priorities: 1. Secure borders against foreign powers, especially Khuzestan 2. Keep internal unity 3. Freedom from foreign influence 4. Trade oil 5. Project power towards the Med
Of those, it has achieved 1 and 2, it's been fighting to achieve 3 since the 1979 Revolution, has suffered in 4 because of that, and has attempted 5 but failed, mainly because of Israel
What does that say about the current war?
1. Neither the US nor Israel will ever invade Iran. All 3 countries know this. This war will be limited to air fights and special operations.
2. The regime can fall because it's been oppressive for decades, ppl are poor, and there's lots of ethnic diversity
Much more about this—and about Iran and the war with Israel—in Uncharted Territories
More things I'm covering:
• Why Israel attacked now
• Was Iran getting a nuclear bomb?
• When will the war end?
• Will there be regime change?
& moreunchartedterritories.tomaspueyo.com/p/iran
• • •
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I respect @BillAckman a lot but I think he's wrong on @Uber. AFAIK his bear case on robotaxis: 1. Not great for bad weather 2. Too expensive to cover peak demand 3. Less utilization because of food delivery 4. They can't disintermediate Uber
1. Not great for bad weather
This is a @Waymo driving in rain—the worst they'll ever be! They already have ~10x fewer accidents than humans. Maybe in the short term humans are going to be better in some really bad weather, but those are short-term exceptions
2. Robotaxis will be too expensive to cover peak demand
This is ptrobably true for Waymo but not @Tesla's @robotaxi, for 2 reasons:
a. Cybercab costs will be the same order of magnitude as normal ICE cars
The Model 3 costs ~$40-$45k, but the Cybercab will have 60% fewer parts: steering wheel, pedals, steering column, backseats, backdoors, side-window mirrors, rear window... Let's assume this will bring the cost down to $30-$35k
Add to that the new manufacturing process that treats Tesla's Cybercabs not as cars, but as electronics. They will be able to produce a car every 5s. This will further reduce their price
Compare that to the price of a car for Uber, which today is between $25k-$60k
Never bet against the US:
Ppl think its biggest strength is its institutions, the dollar, entrepreneurship... But one of its biggest assets is its geography 🧵
1. Size
The US is the 4th largest country. It spans an entire continent, reaches two oceans, and is big enough to be a geographic heavyweight in the world
2. The Mississippi Basin
It's the 4th largest drainage basin in the world and occupies 40% of the contiguous 48 US states, touching 32 of the US’s 50 states. 11 US states directly take their name from it.
Climate caused the US Civil War, because: 1. Slavery was the main cause of the war 2. Different crops were the main cause of slavery 3. Climate caused different crops in the North vs South
This is terribly important to understand the US today and how to heal it
🧵
1. Slavery was the main cause of the war: the Abolitionist North & the Slavery South were competing to expand westward to increase their political influence
But the North grew & expanded faster, to a point where it could force abolition on the South, which then seceded
In 1790, the Free & Slave states had the same population, and there were many more Slave States (8 vs 5), so Slave States controlled the Senate.
By the eve of the war in 1860, the North had 50% more population and 4 more states, giving them control of both the House & Senate
Moscow is one of the weirdest capitals:
• Biggest European city
• Extremely cold
• Little farmland
• To Russia's extreme west
• Not on a coast or main river
How did it create the biggest country on Earth?
It involves horse archers, human harvesting & tiny animals 🧵
The first shocking fact is that Russia is so far north it's at the edge of arable land. How can you create a capital with so little food? Why not in the middle of the most fertile area on Earth?
This far north is extremely cold
Moscow is the 3rd coldest capital in the world and by far the biggest: with 20M ppl, its metro population is 8x bigger than the 2nd biggest cold capital, Stockholm!
This map tells you how a seemingly innocent difference, like wheat vs rice eating, can have dramatic political, economic, and cultural ramifications:
🧵
The areas that harvest wheat vs rice are different. Why?
Because of climate
Rice needs heat and lots of water. Ideally, flooding the fields to also kill weeds. Rice dies with frost.
Wheat resists it well, prefers cooler temperatures, but dies when it's flooded
Did you know the West's trade deficits to China are not recent, but started 2000 years ago? This is the story of how silk, porcelain, tea, opium, and silver have determined the history of the world 🧵
The Romans already complained about deficits to China! Mainly because of silk
Back then the Chinese already preferred manufacturing and selling products than consuming foreign products. Chronicler Solinus ~200 AD: The Chinese "prefer only to sell their products, but do not like to buy our goods."