🇺🇸🇮🇷 Tucker Carlson comes out against attacking Iran:

“It’s worth point out that a strike on Iranian nuclear sites will almost certainly result in thousands of American deaths… Don’t let the propagandists lie to you.”

🔗 AF Post

✅ JD Vance was right: Europe needs Red Sea a lot more than America

💬 In a group chat leaked to media on US Yemen attack plans, the VP expressed disdain at the prospect of “bailing Europe out again” using American military power.

❓Who really stands to gain spending US blood and treasure to “restore freedom of navigation” in the Red Sea?

⛴ Shipping

🔴 Among the big five global shipping giants that stopped transit through the Red Sea, four are European (MSC, Maersk, CMA CGM, Hapag-Lloyd), one Chinese (COSCO), and none American.

🔴 US shippers like Matson, APL, SeaLand, Crowley and TOTE operate Pacific and Americas routes and were largely unaffected by Houthi activities.

🏭Retail & Manufacturing

🔴 The price of shipping a container from Asia to the US jumped 160-220% from 2023-2024. Shipping the same container from Asia to the Mediterranean shot up 285%, and 365%+ to Northern Europe, a disaster for consumers and producers alike.

For example, while 25-30% of US Asia-sourced automotive parts were shipped via the Red Sea before the crisis, in Europe it was 70%, causing factory shutdowns in Belgium (Volvo) and Germany (Tesla), but none in the US.

Same story in other sectors, with the Red Sea once transiting:

🔴20-30% of Asia-sourced household appliances going to the US vs 30-40% to Europe

🔴20-25% vs 30-40% of electronics

🔴20-30% vs 25-35% of industrial machinery, tools, construction equipment

🔴20-30% vs 30-40% of semiconductors, circuits, etc

⚡️Energy

🔴 Only 2-2.5% of US oil needs shipped through the Red Sea before the crisis. And Europe? 80-90% of its 30-35% MENA-sourced imports.

🔴 95% of US natural gas needs are met domestically, with Qatar selling 1% of the remainder, having to reroute exports away from the Red Sea. And Europe? 20% of its LNG imports Gulf-sourced, 100% going through the Red Sea before the crisis.

With crises in the Mideast and Ukraine, US oil exports to Europe jumped from 1.8-2.2M bpd in 2023-2024, while LNG exports grew from 1.07-1.2T cf, and US market share up from 35-45%.

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