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/
On the military front, these recent Iranian missile/drone launch depletion curves, using AI collected empirical data, shows TELs and munitions may still be squirreled away in dispersal sites, and some blocked tunnels may have been excavated.
The volume has been knocked back over 90%. Only drones are a sustaining asset.
4/
Nowhere is the Mullah Regime's plight underlined more than with Iranian threats against Gulf power to desalination plants.
These threats are genocidal in nature. The lack of understanding of that point just blows my mind.
The inept reactions we see from those who should know better demonstrate how few people understand what happens when the potable water supply is gone in a desert.
Pres. Trump will use graphite weapons against Iranian power plants to show he follows through on his threats and the IRGC will respond with more lethal force against the Gulf infrastructure.
It’s likely Iran will hit this target set no matter what Trump does or does not do as they will seek to do as much damage as they can as they go down.
The IRGC are looking for leverage, and their faction of the Mullah regime doesn't care about the consequences, as this is a survival issue for them.
This is the full 1945 German NSDAP "Sampson option" protocol.
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How is Iran "winning" when they are shattering their relationships with every Iran appeaser globally?
Additionally, the bottom 40% of Iran has been using barter to obtain food since Nov 2025, and that is what kicked off the failed Jan 2026 rebellion.
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Yet otherwise, smart people still say Iran is 'winning' because they hate Trump. Even the ones who acknowledge Mullah regime security forces are not getting paid.
Iranian food insecurity cannot be anything but chronic, and yet some of these people say Iran has food supplies via using the Yuan to buy it across land borders and not by sea via Bandar Abbas.
Which is a dollar-denominated trade and is the cheapest food source due to the lower transportation costs of sea and connected railroads.
10/
This is maritime supply chain logistics 101.
Iran as an example of the "irrational regime hypothesis" is less and less a hypothesis and more and more a horror story.
Given Iran's controlling IRGC faction is executing the 1945 German NSDAP end of regime protocol.
We are at the end of an age.
The IRGC-dominated Mullah regime will try to do what it can to bring down the West and the Arab world.
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Whether is because the IRGC/Mullah faction hates the Arabs as they are Sunnis, more than they hate the West as secular / Christian, or they hate the Jews is an open question.
[I think "Yes" covers it.]
13/
For the IRGC faction of Iran's Mullah Regime, the concerns of the "internal power game" control, with external reality merely as props for that struggle.
Which is the "Irrational Regime hypothesis" in a nutshell.
14/
Again, we are at the end of an age.
The damage Iran’s Mullah regime does to the world on its inevitable way out guarantees it.
The additional accumulated damage - beyond revisits to already damaged refineries - to the Russian power grid and POL supply chain in the next two months may speed this up to four months, to late November 2026, AKA just in Time for the US elections.
Russia lost 83 power 2/7
...sub-stations since 1 July 2026 in occupied Ukraine.
Russia will have to strip its own unique power grid to replace these losses, shutting down supply in "less significant" parts of Russia.
This 2023 post is where I posed the question of how large Russian riverine/littoral/brown water logistical efforts were to support Russian occupation forces in southern Ukraine. 3/
Given the massive Ukrainian victory in the "Battle of the Azov Sea."
We can say Ukraine has achieved “Usable Drone Air Superiority" over the Sea of Azov in exactly the way the Chinese would in the waters around, & air over, Taiwan when it invades.
🧵
The "Battle of the Azov Sea" shares a lot of historical elements of both the WW2 "Battle of the Bismarck Sea" and the slaughter of Allied oil tankers in 1942 during Operation Drumbeat (Paukenschlag) and Operation Neuland.
2/
The Battle of the Bismarck Sea was the slaughter of 12 ships of a 16 ship Imperial Japanese convoy of eight IJA freighters and eight IJN destroyers moving 6,900 IJA troops.
Tipped off by IJN seaplane deployments & radio intercepts, only 2,700 IJA troops arrived w/o weapons or ammo.
3/
I asked @grok to document this Russian policy of atrocity at the link, excerpt:
"February 24, 2022–present (Full-scale Russian invasion): The scale escalated dramatically. As of May 2026, the WHO had verified more than 3,000 attacks on healthcare via its Surveillance System for Attacks on Health Care (SSA). A coalition of organizations (including PHR, eyeWitness, Truth Hounds, etc.) documented ~3,095 attacks, with 1,632 damaging or destroying hospitals and clinics"
When I've talked about the legacy of Soviet industrial gigantism (one big factory) making Putin era Russia far more vulnerable to a drone strategic bombing campaign.
I've talked about this vulnerability in a couple of previous threads. Here is a shorter one:
Putin's decades long "Russian exceptionalism" propaganda campaign, that says WW2 was won on the Eastern Front, has made Russians incapable of seeing this.
There is so much to object to here that I'm going to restate some basic design observations on the FP-5 to clarify how the Russian reflexive control data fed AI slop that is polluting public discussions of the FP-5.
1. The FP-5 Flamingo is about four times the launch weight of a BGM-109 Tomahawk (i.e. ~13,200 lb), and 2-3 times the range (i.e. ~1,620 nmi) while carrying twice the warhead mass (i.e. ~2,000 lb).
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2. The FP-5 design concept is modelled on the USAF MGM-13 Mace GLCM as Fire Point told Ukrainian military analysts - but designed with modern technology to be extremely cheap to make (claimed 1/6 the cost of a Tomahawk - likely not counting the engine cost).