This is supposedly targetting China

Approximately 450 large Chinese power transformers (rated above 10,000 kVA) have been imported into the U.S. grid since 2006. Critically, over 360 of these are Large Power Transformers (LPTs) exceeding 100,000 kVA

There are significant orders from utilities to China for new Transformers. The US has a 2.5 year queue overall for transformer delivery, which would lengthen considerably, and the existing Chinese transformers would also need to be replaced.

The order is also designed to make utility solar more expensive, and delayed, for their inverter costs.

From headline, I thought he was backing away at AI datacenter first power delivery policy. My mistake. Just delay power expansions, and make sure rate payers pay for most expensive option.

Meat packing is heavily biased towards foreign born workers. The companies have complained about high labour costs.

Cattle prices are from futures market charts. The typical market price effects from narratives of “high beef demand” and “Cattle shortages” would be higher cattle prices.

Tyson beef plant that just got shutdown

That is primarily a consequence of immigration crackdowns. Beef inflation up 9% while cattle is down 9%+

Iran is already at maximum sanctions, and all of its trading partners (especially border states) use local financing/cash completely seperate from all US financial systems or sanctions reach. All national scale/SWIFT access banks already avoid Iran trade involvement.

Targetting ships that “will only in future” help Iran oil flows, can only decrease future oil flows, but only if they don’t need oil in short term and keep doing it, but also just serve Iran oil in the future, and get cut off from all other oil.

including possible areas of common ground

The ultimate one is a zionist supremacist genocidal radical religious establishment/Mossad rule over the US. How they can cooperate to diminish DSA, and block all progressive agendas.

There’s $2.5T of insured value on the 5 year, I believe. That is $90b in premiums paid per year to insure against something that won’t happen in 5 years. It’s a bit of a puzzle why they have such high prices/volume for insurance with 0 payout probability, but some ideas.

1. bank magic regulatory compliance, maybe combining leverage with CDS to count as unlevered “safe capital”
2. The insurance kicks in for any “US credit event”. All CDS contracts on Russian bonds kicked in because Europe wouldn’t take payments. So something small can have a big payoff if US rates are under high pressure 5 years later.

More CDS fun facts: 30 year bond CDS which seem to have a 50/50 chance of 2056 collapse/reorganization of the US cost under 0.5% per year, and have very low comparative total size of $300B. Japan’s CDS for same duration are actually cheaper than US despite no constitutional/other rules preventing default as an option, and they are tighter in a corner with few good options.

In addition to your list, Dodd Frank includes a section where “All derivative payouts are hereby cancelled” presidential power. So the answer to the puzzle is that the same BS collateral rules/tricks that caused AIG to go bankrupt exist for US CDS, but not as much for JGB CDS. For one, you can sell CDS on US treasuries, while putting up US treasuries (in small fraction) as collateral against a US default which could make the collateral value as low as 0. Low interest in 30 year CDS can only be because of this absurdity that every other modern AIG would be unable to pay.

Meanwhile White House trying to force Apple to not find cheaper Chinese RAM, and force $200 higher Iphone prices, and then $200 higher ram prices for everyone else.

best we can do is return ACA subsidies, and undo GOP harm.

As minority leader, he’s the favorite to be the house leader should Dems gain majority in November. House leader has a lot of control in preventing proposals from coming to the house.

I don’t support medicare for all

Impeaching Trump is only path to getting any legislation not vetoed, and then impeaching any replacements likely needed too. Returning ACA subsidies may be something that is a horse trade for other deficit wreckage, but his answer was not that “medicare for all is not a realistic law we can pass before 2028” It was what I quoted.

It’s not just inferior tech being redesigned, Steam production/reservoirs need extra space, and space taken away from existing design. Very unlikely that steam would be needed for anything else on the ship.

I don’t understand the security logic…

1. We think this plane will be attacked
2. fill it with people, plus senior officials, and send it on its merry way.

There is a lot of rich US colonies who export and import a lot, as the only viable path. KSA can go to red sea, but to deliver to asia, They would avoid “Houti controlled straight” and go suez then around Africa. Very long trip.

surprise attack on 80 year old pope, and schoolgirls, was totally going to make Iranians love the US.

Atlantic doesn’t want what’s best for you anymore than Netanyahu. This is best outcome, and it’s already taking too long.

it seems a bit worse that the slush fund pay outs seem to be conditional on accused or admitted wrongdoing.

Fortunately, it is unlikely the US will wage war on China because it is already so far behind. The US is directly collapsing, and it explains its political desperation, but the war is entirely the oligarchy against the people, and protecting their pillage. Certainly massive spending for war is hard to stop, but the appetite to lose yet another war is not going to go up after Iran.

Zionist first rule over US is only issue to him, and most Senators. He’s just a bit more upfront about being a traitor over the others.

equivalent to nearly 1T bcf of natural gas (peaker) electricity generation per year at just ~4 hours sun/day (1300/year). About 4% of US NG use per year. All in one month of just exports. Over life of panels, over 120% of 1 year’s US NG use. Annualized would displace 1 US annual NG use every 2 years.

“Golden Fleet” battleships named after you-know-who. (Those battleships will cost an astonishing $9bn to $13bn each.)

50/50 they will cost over $20B a piece (need Qatar air force 1 jet quality VIP room) and still won’t be able to approach within 1000km of Iran coast. Navies no longer project power against modern defense strategies. Only blockades of civilian ships that battleships are too slow for.

The $200B “Iran defeat recovery bill” that was written a little more than a week after war started is still secret and being worked on. Likely to grow even if war unwinds quickly to cover Iran and allies (not just Israel) reparations to keep them colonized.

Actual US military directions/rules are more sensible than initial tweet. But after they posted, Trump has said that any boat he doesn’t like will be treated like Carribean fishing vessels. Insurance needs policy to last 7 or more days, and insurance currently requires paying Iran a toll (coordinated by insurance company, for shipper convenience). There is a big difference between ordering or seizing a ship temporarily and blowing it up. Military direction is just that ships will be required permission or denied.