This is the transcript of 'Cut The Clutter' Episode 1816 examining the complexities & hypocrisies as Pakistan tries to play mediator in the Gulf war, & why India should keep away.
British newspaper reports that Munir spoke with Trump Sunday, as Pakistan, along with Türkiye & Egypt, emerges as key nations attempting to mediate an end to the ongoing conflict.
Why should the US care? Because in the end, as its wrangle with Britain this week should have reminded them, America still needs bases, friendly ports, & overfly rights.
American military doesn’t have weeks to do so — only days. The waterway is world’s most important oil chokepoint, transporting about 20% of world’s crude & refined petroleum products.
Iran’s best bet is to drag the US into a prolonged and costly ground war to defeat it through exhaustion, as happened in Vietnam, Afghanistan, and partially in Iraq.
Led by Saudi Arabia and Russia, the group was set to resume modest output hikes from April after a three-month freeze. In Q4, it added 137,000 barrels a day each month.
The crude flows in the Strait of Hormuz largely originate from Saudi Arabia, Iraq, the United Arab Emirates, Kuwait, and Qatar and move to China, India, Japan and South Korea.
The Iran War is an opportunity for India to repatriate talent, attract capital inflows and boost domestic investments as investors look for a stable, growth-oriented economy.
Aluminum prices, already rising before the conflict, have gained further as traders and buyers focus on the potential for tighter markets and shrinking global inventories.
It’s easy to understand why the government can’t speak the hard truth. When this war ends, as all wars do, India’s interests will lie with both the winner and the loser.
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