Ian Welsh

The horizon is not so far as we can see, but as far as we can imagine

Open Thread

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Information Overlord: Houthis Roll, Hegseth Bumbles, AI Doomer Hype, Lots of Music Talk

Nat Wilson Turner = Information Overlord = Flames Up = Phones Out = No Sense of Urgency

From me this week as Nat Wilson Turner

This week at Naked Capitalism I pulled a shift covering the Iran War and tried to connect the dots between Pete Hegseth’s Department of War and what’s going on with Meta and OpenAI.

I also continued my “Joe Biden’s Three Genocides in Four Years” series with the first installment of the Ukraine debacle.

More of what I wrote and recorded for The MMA Draw and The Let It Roll Podcast is at the bottom of this post but I wanted to feature the news links and think pieces.

What I’m Reading and Watching

The Iran War

  • The Iran War Has Just Had A Major Phase ChangeIan Welsh. On the interceptor math: the US runs out long before Iran does if Iran chooses to go all out, and hitting only three or four tankers a day was a choice rather than a ceiling.

“As I said day one of the war, the math is on Iran’s side: the US will run out of interceptors long before Iran if Iran chooses to go all out.”

Empire, and what it remembers

The AI trade

The AI Doomers really had their moment this week. I hope y’all know most of that crap is as overblown as the hype.

Money

What the heck is going on with the bond market, private equity, etc

 

Ansar-Allah’s Blitz Likely To Reduce Saudi Oil Exports To Near Zero

The picture above is from an Ansar-Allah (Houthi) strike on Saudi Arabia’s East-West pipeline. That and the Red Sea are how they were getting around the Iranian blockade.

About the Red Sea:

Yemen appears to have captured four islands plus the West coast of Yemen, most of which they didn’t previously control. This is… remarkable… because they have no navy, no airforce and one of the islands had an air base.

Meanwhile, they completely routed Saudi mercenary forces, capturing vast amounts of land in thirty six hours:

Saudi (and a few UAE proxies) were routed. They basically fled on contact. This is what happens when merecenaries go up against real troops, and the US isn’t there to help. Saudi Arabia has a huge air force, but it appears to have done basically nothing. (It’s an open secret that the Saudi military is a complete joke.)

MBS begged Trump for help and got none:

Saudi Crown Prince MBS called US President Trump twice on thursday, urging the US to carry out strikes but Trump reportedly declined as there are currently no plans for direct intervention. (Axios)

The US is over-stretched, and not just low on interceptors on missiles, glide bombs and so on.

The war in Yemen was a big project for Obama, and it included a hell of a lot of US support. Even with all that support they were only able to contain Ansar-Allah, not defeat it. (It’s worth knowing that while most of Yemen is not under Ansar-Allah control even now, the areas they control have 80% of the population.)

This is what it looks like when an Empire is in fatal decline.

I consider this good news, overall, but it’s going to absolutely suck for almost everyone. I have warned before, I’m warning again: stock up on staple foods, fuels and so on. Ansar-Allah now has complete control of the Strait, plus that pipeline is down for a while, and they can take it out again, or hit more refineries. Combined with the Iranian blockade, hardly any Saudi oil will be getting out, nor will the precursors for fertilizers.

Much of what was holding the oil market down (other than massive manipulation and releases from the reserves) was China reducing its purchases for months, but they’ve started up again, so demand is actually increasing.

We’ll see if Saudi Arabia has more sense than America: the correct action is to make whatever concessions are necessary. The Sauds cannot protect their infrastructure, their army is garbage, their mercenaries won’t fight and Ansar Allah has them by the throat. If they insist on fighting on they risk losing everything, because without oil revenue, Saudi Arabia is not viable, right down to not having enough food.

Much like the Iranians, Yemen has escalation dominance and is more willing and able to take pain (they lost millions to the last war) than the corrupt and effete Saudis. The Sauds have LOST and if they refuse to admit that, the House of Saud itself may fall. (No one will miss it, except people like Kushner, whom it has bribed.)

I consider yesterday one of the best days, geopolitically, of my life. The American Raj is taking body blow after body blow and is fatally overstretched. But it is going to SUCK for most of us, as prices rise and there are shortages, unless Trump has surgery to correct his chronic case of head in ass and agrees to Iran’s terms, while the Sauds do the same with Yemen.

It’s hard to predict Trump, but my guess is his Israeli masters won’t let him make peace, so get ready: the next year is going to be awful in much of the world.

 

What I write here is for the benefit of everyone, but alas, I live in capitalism and I, and the site, take money to keep running. If you value the writing here and can, please subscribe or donate.

The Iran War Has Just Had A Major Phase Change

Recently the US started hitting Iranian oil tankers. The Iranians had said that if this happened, they would escalate and they have done just that. This is a very serious change in their strategy: before they retaliated, but did their best to keep casualties low, rarely made serious attacks on US naval ships, and their attacks were relatively small. That’s all changed.

(Footage of the US firing off more than 100 patriot missiles to try and stop an attack in Jordan.)


As best I can tell the interceptors also mostly failed to stop the missiles. The attack was much larger than normal, 30 to 50 missiles, showing that the previous smaller attacks were a choice, not an operational necessity. According to CBS 9 planes were damaged on the ground.

The change in doctrine was also confirmed:

Iran Threatens 20 Strikes For Every 2 Targets Hit

General Mohammadi says Iran has reached a new stage of retaliation and laid out its demands to END the War:

1) Completely END the war and military attacks

2) STOP further threats against Iran

3) WITHDRAW Israeli forces from Lebanon

4) END the siege of Yemen

5) RELEASE $24 BILLION in frozen Iranian assets

6) STOP interference in Iran’s NUCLEAR program 7) STOP interference in Iran’s MISSILE program

He says the era of limited retaliation is over.

Attacks on US ships have yet to take any out, but they force the use of interceptors and ships have very limited stockpiles. When they run out they have to pull back and wait for naval resupply or go to Diego Garcia for resupply, since all closer naval bases are no longer operational.

Jordan is the last shield before Israel. They routinely intercepted attacks against Israel from Iran during the early part of the war. Once their ability to do so is damaged, Israel lies open. In addition, the US is running very low on patriots – less than 900 before this attack seems to be the consensus estimate. And they just burned off 100 to protect from one attack.

As I said day one of the war, the math is on Iran’s side: the US will run out of interceptors long before Iran if Iran chooses to go all out. They didn’t because once the Strait was at least partially interdicted, they figured that the long term math favored them economically: the US and world economies would crack before they did. But that calculus changes if the US is going after Iranian tankers, so they’ve escalated. They’ve also been hitting far more tankers from other other countries than previously, again showing that hitting only 3 or 4 a day was a choice, not something they had to do.

Since Iran keeps saying that Israeli occupation of Lebanon is a red line (they’ve dropped Gaza, as I suspected they might) and since the war won’t end as long as Israel tells America to keep going, this war is moving back towards direct attacks on Israel.

This follows the Supreme Leader replacing moderates with hawks in various key positions.

To put it simply, Iran is now on the offensive. It does show that they have a weakness: they need at least some oil sales getting thru, but it also shows that they are militarily dominant in the region, especially against land based assets. And my guess is they still aren’t seriously trying to take out naval ships, but are just firing enough missiles and drones to drain interceptors and force a withdrawal.

Iran also needs to put more pressure, fast, on the US economy before the mid-terms.

Meanwhile, in Yemen, the Houthis are advancing aggressively.

The Yemeni Armed Forces through a series of rapid operations, have achieved significant advances in the Taiz and Hodeidah provinces within just a few hours, covering an area of approximately 2,600 square kilometers, and have liberated numerous areas, including the strategically important port of Al-Mokha.

On the Taiz front, the Yemeni Armed Forces have made rapid progress in the districts of Al-Wazi’iyah and Mozah in western Taiz province. During these rapid advances, with the support of popular committees, the Yemeni Armed Forces have cleared the Al-Wazi’iyah and Al-Mokha, the important Khaled bin Walid base, and areas in the Al-Wazi’iyah district, including Al-Hania, Al-Aqma, and Al-Gheil, extending to the outskirts of Al-Shaqira, the center of the Al-Wazi’iyah district.

In southern Hodeidah province, the Yemeni Armed Forces have taken control of the important towns of Hays and then Al-Khukhah, and by continuing their advance along the coastal strip and liberating Yahtal, they entered and took control of the strategically important port of Al-Mokha.

The advances of this morning are reminiscent of the rapid advances made five years ago in the Hodeidah province, when, in November 2021, the Saudi-led coalition forces were forced to withdraw from the entire coastal strip, from within the city of Hodeidah to north of Al-Khukhah in southern Hodeidah province.

The intense pressure exerted by the Yemeni fighters on all fronts in western Taiz province and southern Hodeidah continues, and the forces of Tariq Saleh are reportedly fleeing the fronts towards Aden.

Overall, with the advances made over the past three days, the conditions have been created for the complete liberation of the southwestern coast of Yemen, and also for the strategic Bab-el-Mandeb Strait.

The Houthis are just better fighters than the mercenary forces Saudi Arabia is using, and the Saudi Army is a joke in any case.

The real battle of the Iranian war is yet to come: once Iran has cleared away the US forces protecting Israel, they will need to force Israel to tell the Americans to go to peace. By clearing the forces they will also make it much harder for America to hit Iranian tankers and infrastructure

Stay tuned. This is the most important war of the last 50 years.

Update:

What I write here is for the benefit of everyone, but alas, I live in capitalism and I, and the site, take money to keep running. If you value the writing here and can, please subscribe or donate.

 

Week-end Wrap – Political Economy – September 13, 2026

Week-end Wrap – Political Economy – September 13, 2026
by Tony Wikrent

 

How the EU is using anti-Russia sanctions to criminalise journalism

Hüseyin Dogru,  September 6, 2026 [defenddemocracy.press]

The EU sanctioned me and my media outlet for covering Palestine protests in Germany.

 

War on voting

The Final Battle for America’s Democracy

Michael Luttig, September 10, 2026 [The New Republic]
[Summarized in link below, plus more.]

Letters from an American, September 12, 2026

Heather Cox Richardson, September 12, 2026

On Thursday, in The New Republic, conservative judge J. Michael Luttig published a dire warning to the Republican Party…and to all Americans. In the piece, Luttig outlined how Republicans could refuse to seat elected Democrats in January after a Democratic victory in the 2026 midterm elections of November. “The coming crisis,” the piece says, would be “The Final Battle for America’s Democracy.”

Luttig spelled out that Trump is fighting a war against America’s democracy. While the refusal of Vice President Mike Pence to assist his power grab made it fail in January 2021, Luttig notes, today Trump and his Republican congressional allies are more determined than ever to take over the country.

Luttig focuses on the ability of House speaker Mike Johnson (R-LA) to prevent the recognition of duly-elected Democratic representatives on January 3. Johnson has the power, Luttig says, to remove the current House clerk, Kevin McCumber, and replace him temporarily with a MAGA loyalist who will refuse to list Democrats on the roll of those elected to the 120th Congress.

In this scenario, once Democrats are eliminated, they will have to get a federal court to order the temporary clerk to list their names. If a court does so, another crisis point will arrive if the clerk simply refuses to obey the order. Then it’s possible the courts will stay out of the fight until the 120th Congress formally convenes and the Republicans vote not to seat the Democrats. That vote would be reviewable by the courts, including the Supreme Court.

But that review would take weeks, if not months, paralyzing the United States and leaving the country “helplessly vulnerable to all the world’s evil, as it would have been in January 2021 had Mike Pence not thwarted Donald Trump’s plan to overturn the 2020 presidential election.” And at that point, how would the current Supreme Court answer the question: “Is the United States of America a democracy, in which ‘We the People’ elect our representatives to the Congress and to the presidency, or is it not?”

As if to illustrate Luttig’s warning, House speaker Johnson told attendees at Trump’s convention in Dallas on Thursday: “We cannot and will not allow them to take the majority in the Congress. We’re not gonna do it.”

Trump’s attempt to use the United States Postal Service to screen mail-in voting has recently had a test run. Yesterday, Jim Saksa of Democracy Docket picked up a story from Jeff Berlew of the Tallahassee Democrat to report that the USPS rejected mailed ballots from Leon County, in Florida, because the words “return service requested” were only 0.236 inches from the election office’s return address. They were supposed to be a full quarter-inch apart. So, the delivery of those mail in ballots came down to a federal complaint about a spacing issue of 0.014 of an inch.

“It’s ridiculous,” Supervisor of Elections Mark Earley told Berlew. But, as Saksa notes, the rejection of ballots for such a petty flaw shows what will likely happen if the Supreme Court lifts the injunction blocking the postal service from implementing the new rules it has put in place since Trump ordered such interference in a March executive order.

On Thursday, September 10, Nick Corasaniti of the New York Times reported that the Department of Justice (DOJ) under Trump has sent threatening letters to at least thirty top election officials in the states, warning that those officials “are currently under investigation” and are subject to “ongoing litigation,” and so must not destroy any records relating to the 2024 election. As Corasaniti notes, the administration has sued 30 states for their voter lists and has lost 23 of the cases and won none. Trump has claimed to be the victim of voter fraud since the 2016 primaries but has never produced any proof of his claims.

In July, Harmeet Dhillon, who heads the civil rights division in the DOJ, threatened state election officials with criminal prosecution if any noncitizens cast a ballot in their state (although it is already illegal for noncitizens to vote), and Secretary of Homeland Security Markwayne Mullin threatened election officials with criminal prosecution if they did not put Trump’s election changes into effect….

 

Voting Rights Groups Are Preparing to Confront ICE at the Polls

[Truthout, via Naked Capitalism 09-07-2026]

Joe Biden’s Three Genocides in Four Years: Ukraine, Part 1

This is the first of two parts of the second part of a longer three part series. Part one covered COVID.

POTUS Joe Biden wasn’t just a senile fool who insisted on running for re-election when obviously senile, costing the Democrats the 2024 Presidential election and giving us Trump 2.0, he was also the nominal architect of three mass-death events that rank with this awful Century’s worst.

So yea, I’m back to hammering nails in the dying ghoul’s coffin so people don’t forget what he was and what he (or the administration with his name on it) did.

Last time I pounded home the Biden administration’s horrific, criminally negligent responsibility for ~1M deaths of American citizens and residents.

This time I’m going to be pounding home the extent to which Biden & co. knowingly provoked Russia into invading Ukraine in February 2022, put the kibosh on a peace deal Russia and Ukraine had allegedly worked out on in April 2022, and squandered massive fortunes pouring money and weapons into the yawning black maw that is Kyiv under Zelensky, and in so doing signed the death warrant of hundreds of thousands of Ukrainians and Russians, mostly the former.

And because the trap that Russian President Vladimir Putin fell into was loaded not only with billions worth of military preparations and massive economic sanctions, but also with the biggest and most brutally effective propaganda campaign of my lifetime (and I lived through the post-9/11 Karl Rove Great War on Terror nightmare as a full-grown ass adult), trying to speak up for a modicum of reason and objectivity got anyone even mildly opposed to the dominant narrative labeled a “Putin puppet” and cast out of polite liberal American society.

That wasn’t new in 2022, of course. By that point we’d enjoyed six years’ worth of RussiaGate panic and the neo-McCarthyism from the establishment shitlibs in charge of the Democratic Party and their “vote blue no matter who” idiot supporters.

Hillary Clinton, whose 2016 presidential campaign kicked off RussiaGate the day after she lost the election to Trump as a great way to distract from how shitty her campaign was and the fact that the Democratic party put its thumb on the scale in her favor against Bernie Sanders, went full-on commie hunter like the ’64 Goldwater girl she once was against Tulsi Gabbard in 2019. Clinton said on Campaign HQ with David Plouffe (that’s former Obama 2008 campaign manager David Plouffe) that the Russians have “got their eye on somebody who is currently in the Democratic primary and are grooming her to be the third-party candidate” and calls her “the favorite of the Russians.”

Gabbard filed a $50 million defamation lawsuit but then dropped it to “defeating Donald Trump in 2020 (ie the future worthless Trump Director of National Intelligence dropped the suit so she could focus on helping Biden beat her future boss. Oh the places you’ll go, indeed.).”

So I should have been hardened to that kind of crap by 2022, but despite Mueller coming up completely empty (“the investigation did not establish that members of the Trump Campaign conspired or coordinated with the Russian government in its election interference activities”) and RussiaGate adding up to a giant distraction that helped Trump get away with tons of bribe-taking and other real crimes (emoluments clause anyone?) because the Dems only seemed to care about his antics if it interfered with their Ukraine plans or could somehow be linked to Russia and Putin.

I mean if they tried to impeach Trump for taking bribes from foreign countries, that might hit Dem legislative playas like Nancy Pelosi and Bob Menendez right in the wallets.

Finding out later that that bullshit was a psyop from the get-go fills me with rage and I’d love to go all Borger, Texas on any of the fuckers involved should I ever get the chance.

Remember the Hunter Biden laptop story — you know the bombshell pre-election NY Post article that no one could post on Facebook (Zuckerberg later apologized) or share on Twitter (even via DM) which revealed a great deal of lucrative scumbaggery on the part of Hunter Biden, some of it maybe even involving “the old man”, some of which took place in Ukraine where Hunter enjoyed a $50,000/month gig at a natural gas company despite knowing fuck all about natural gas or Ukraine?

Remember how fifty-one former intelligence officials — including James Clapper, Michael Hayden and Leon Panetta — signed a one-paragraph statement saying the laptop story (later confirmed to be true) has “all the classic earmarks of a Russian information operation.” They concede in the letter itself that they have no evidence.

Politico ran it as “Hunter Biden story is Russian disinfo, dozens of former officials say.

In 2023, former acting CIA director Michael Morell told the House Judiciary Committee he organized the letter after a call from Antony Blinken, then a Biden campaign adviser, and that a purpose was to give Biden a “talking point” for the debate. FWIW Blinken denies it was his idea. Since I don’t believe a word that double-genociding mofo says, rest assured I’m just including it for the record.

Blinken, of course, became Biden’s Secretary of State and ran Ukraine policy for four years because of course Sleepy Joe was too senile to run a fucking lemonade stand by 2022.

Did anyone happen to catch the study covered by FAIR showing that American corporate media were seven times more likely to quote think tanks with military-industrial funding than those without? Good times were had gaslighting everyone’s liberal family and friends.

I lost friends, relationships with work colleagues and online friendly acquaintances, and my family, and marital relations were deeply strained by this most epic fucking gaslighting campaign (which was presaged by the Atlantic Council’s John Deni in his Dec, 2021 Wall Street Journal op-ed titled “The Strategic Case for Risking War in Ukraine” oh yea, Deni is also a research prof at the US Army War College’s Strategic Studies Institute).

And who could forget Ivan Krastev’s Feb. 3, 2022 New York Times op-ed which warned, “Europe Thinks Putin Is Planning Something Even Worse Than War” — and the horror Putin planned?

Why nothing less than a negotiated European security architecture that acknowledges Russian interests. Krastev passionately argued that “an invasion “could, in a perverse way, save the current European order.” And God knows, perversity is what the current European order (and its ruling Epstein class) is all about.

The WSJ and NYT truly know their audiences and the goldfish memories they have because both papers beat the war drums while Putin was begging for negotiations (the Russians even drafted a full signature ready document) and then spent the next three years calling the invasion of Ukraine “unprovoked” and insisting that the rest of the Western MSM media do the same.

But before I can get to hammering on the coffin I’m preparing for Genocide Joe Biden’s reputation and historical standing, I have to cover some historical background.

That ought to chase off all the fucking Americans reading this. Goddamn, it’s crazy-making to be a student of history in the USA in the short-attention-span 2020s. Well, so be it.

This is going to be quick and link heavy because I’m writing a blog post for a topic that merits multiple books.

NATO Stopped Being a Defensive Alliance in the 1990s Under Bill Clinton

Despite assurances to then Soviet Premier Gorbachev from President GHW “Poppy” Bush’s Sec of State James Baker that NATO will not move “one inch eastward” when Gorby allowed German re-unification, NATO moved east even more relentlessly than the Wehrmacht did in 1939-1942.

Just look at this fucking map.

Map of NATO enlargement in Europe since 1949, with member states shaded by the year they joined
NATO enlargement in Europe since 1949. Map by Patrickneil and Spesh531, via Wikimedia Commons, CC BY-SA 3.0.

And Bill Clinton (who was busy with other things and barely cared about foreign policy) and his administration (some of whom very much cared about foreign policy and will recur in administration after administration to the present day) were warned by fifty foreign policy veterans (including Robert McNamara, former CIA director Stansfield Turner, Paul Nitze, Jack Matlock, Richard Pipes, and Senators Bill Bradley, Gary Hart and Sam Nunn) that NATO’s eastern expansion was “a policy error of historic proportions.”

Different Times And Places Are Different

One of the failures of imagination I see most often is the inability to understand that things were, actually, different in the past and that they are different in other places.

I live in Canada. In the West. Our leaders are all functionally psychopaths. They’re all corrupt and they all lie like they breathe. They have zero interest in anything but making their donors happy, and have spent over 50 years destroying the egalitarian society built by FDR and his successors, in order to give more money to the rich.

Many people think this is universal behaviour. It isn’t.

Different places and times are different.

Someone like Trump could not have become president even 30 years ago. Impossible.

These days the children of elites don’t fight in wars. In WWI and WWII they did, even FDRs sons went to war and the carnage in the British ruling class in WWI was epic because they personally lead the charges right into machine guns.

Different times are different.

Right into the early 90s it was possible to walk into almost every government and private building in Canada. No security guard would stop you. Not just walk into, take the elevator to pretty much any floor. You might have trouble getting to a few people, because they had secretarial or receptionist gates, but you could definitely get right up to that receptionist and if you insisted you could walk right past her.

Oh, and you could go into almost every building and use the bathroom.

I remember when there were no food banks because they weren’t needed.

For decades inequality decreased, not increased. This was a choice and the political elites were mostly onside with it. Even a lot of business elites were (though definitely not all.) When John Kenneth Galbraith investigated why corporate leaders in the 60s didn’t earn more he came to the conclusion it was cultural: they didn’t believe in paying more and anyone who tried was shut down hard by that consensus.

Even small things can be very different. We go on and on about female breasts and attractiveness, but traditional Japanese society did not find breasts sexy, and bound them tight: they associated them with child raising. They even didn’t like bright white smiles, this was considered “showing your bones” and disgusting, so women often blackened their teeth.

Anthropological studies show that in hunter-gatherer bands leadership is often chosen from people who are slow to anger and not aggressive. When testosterone was studied carefully, it turned out that high-normal testosterone isn’t actually about violence, it’s about status behaviour. Put a male with high T in a society that favors hugging and being empathetic and that doesn’t like aggressiveness and suddenly they’re the big huggers and empathizers.

Chinese leadership is not the same was Western leadership. They have different goals, incentives and values. They don’t act or think like us. This is also true of Russian leadership.

All of these things are contingent: they change over time based on circumstances. People have biology, but they also have vast amounts of conditioning based on what their society is like which forms their personalities. Leaders are chosen and promoted in different ways, emphasizing different morals and personalities at different times. Western leaders right now are mostly soulless psychopaths, but that hasn’t always been the case and even when it was, the morally neutral virtues they valued were different. (Courage, for example. Think what you want of 19th century British elites. They were scum. They were not cowards and intensely shamed cowards and people who didn’t do their duty.)

Humans are always humans, but the details change with the society and the time. If you over-generalize from your own time and experience you will make serious mistakes when you try and understand outside your time and society. This often becomes clear to people as they get older: I can assure you that the culture and the type of person was quite different back in the 70s and even 80s from now. I remember people who grew up in the Great Depression and they were not like Boomers, let alone like Zoomers. Nor would they have put up with someone like Trump.

Time change. People change. Different places are different and produce different types of people.

This shouldn’t need saying, but it is evident that it does.

 

What I write here is for the benefit of everyone, but alas, I live in capitalism and I, and the site, take money to keep running. If you value the writing here and can, please subscribe or donate.

Open Thread

Use to discuss topics unrelated to recent posts.

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