Tomas Pueyo Profile picture
Jun 22 13 tweets 5 min read Read on X
Now that the 🇺🇸US has bombed 3 of 🇮🇷Iran's nuclear sites, where will the war go from here?
It depends on 🇮🇱Israel: 🧵
🇮🇷Iran never wanted the war, and its forces are being decimated. Its ability to send missiles to 🇮🇱Israel is being degraded every day. If it could sign a ceasefire while saving face, it would Image
Meanwhile, 🇮🇱Israel has kept striking Iran non stop. Its daily airstrikes didn't go down substantially in the first few days. Its ability to keep striking 🇮🇷Iran remains unabated

So when will it stop? Image
🇮🇱Israel's PM Netanyahu laid it clearly: The goal was to remove the existential threats of ballistic missiles and nuclear weapons. More details from the IDF Chief of Staff below.

So Israel must destroy these programs
But more importantly, it will make sure they never come back Image
Image
🇮🇱Israel can destroy the ballistic missiles program, but it couldn't destroy the nuclear program.

That's why the 🇺🇸US intervened just for that, and dropped many superheavy bunker-busting bombs on 3 nuclear sites in 🇮🇷Iran
This is the result of the bombing of the Isfahan facility:
Bombing the facilities is not enough if 🇮🇷Iran can rebuild them. That's why 🇮🇱Israel has killed at least 14 nuclear scientists.

So is it close to being done? No
🇮🇱Israel doesn't know where 🇮🇷Iran's 400kg of 60%-enriched uranium are. The IAEA can't find any radioactivity in the bombed sites, so uranium was probably not there. Where then?

AFAIK, other nuclear sites haven't been bombed, like Mt Kolang Gaz La (more deeply buried)
This is why prediction markets don't think Israel will stop its operations against Iran before the end of the month Image
The problem is that, even if Israel succeeds destroying everything, it's still possible for Iran to build a bomb. It would take years, but now Iran would have a massive incentive to do it, and it would do so secretively

That's why Israel will want to end Khamenei Image
Image
But it's not just Khamenei who is anti-Israel. The entire regime is. So Israel will try to topple it Image
So we can expect many more days of bombings, where 🇮🇱Israel will:
• Finish the job with the ballistic and nuclear programs
• Try to kill Khamenei
• Try to topple the 🇮🇷Iranian government
More details here



The next question becomes: will the Iranian regime fall?
I’ll tackle that nextunchartedterritories.tomaspueyo.com/p/where-will-t…

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More from @tomaspueyo

Sep 8
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 Image
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. Image
Read 17 tweets
Sep 4
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 Image
Read 18 tweets
Aug 14
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? Image
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!Image
Read 20 tweets
Jul 28
This map tells you how a seemingly innocent difference, like wheat vs rice eating, can have dramatic political, economic, and cultural ramifications:
🧵 Image
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 Image
Read 12 tweets
Jul 7
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 Image
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."Image
Read 12 tweets
Jun 25
Why did 🇮🇱Israel strike 🇮🇷Iran now, and not months or years ago or in the future?

A unique combination of a dozen factors converged to make the moment unique for 🇮🇱Israel: 🧵
1. No Hamas to its southwest
2. No Hezbollah to its north
3. No Assad threat to the northeast
4... Image
4. No more Syrian army to attack 🇮🇱Israel's planes: As the new forces of HTS took over Syria, Israel bombed all the existing Syrian military. No more fighter jets or surface-to-air missiles to threaten 🇮🇱Israel Image
5. Ability to fly over Syria to refuel
This is critical, because 🇮🇷Iran is ~600-1000 miles away from 🇮🇱Israel, so 1200-2000 miles round trip

The range of Israel’s stealth F35 is only about 1,350 mi
To operate inside 🇮🇷Iran, 🇮🇱Israel needed refueling over Syria Image
Image
Read 7 tweets

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