Iran & Middle EastPartly

Iran could cut Saudi desalination plants and oil fields and close the Strait of Hormuz via proxies, causing oil price spikes and inflation in the US that Americans will not sustain.

Timeline No deadline given

Timeframe unspecifiedSaid again 12×

Verdict Partly

In the 2026 war Iran did block Hormuz, hit Saudi energy sites (Ras Tanura, the East-West pipeline) and desalination plants in Bahrain and Kuwait (not Saudi Arabia). Oil passed $100 and US gasoline rose about 27%. US tolerance did wear thin, with Trump pausing strikes before the midterms on 8 Oct 2026, but there is no clear sign Americans 'could not sustain' it.

What he said

it's less likely that uh American consumers will be able to sustain absorb high oil prices and inflation that this war would inevitably cause.
Read it in the transcript, in context →

He keeps saying this

Restated in 10 videos as The Iran war will escalate to energy and civilian targets

More from this video

Iran & Middle East

The US regime-change strategy (bombs, propaganda, money) will not work against Iran; Iran holds the strategic advantage and US/Israel cannot occupy the country.

Early signs support him: the Islamic Republic survived the June 2025 strikes and the 2026 war, including Khamenei's killing (Mojtaba Khamenei succeeded him on 8 March 2026, with no significant military defections), and there has been no occupation. The war is still going on, so it is not settled.

Open
Said Jun 18, 2025no deadline
Iran & Middle East

The US will make an effort to kill Iran's Supreme Leader, though he is unsure it will happen; if it does it would trigger a succession crisis and dire consequences for Iran.

The US and Israel did kill Khamenei, in strikes on 28 Feb 2026. But there was no prolonged succession crisis: an interim council took over and Mojtaba Khamenei was named Supreme Leader on 8 March 2026. Iran did suffer heavily in the war that followed.

Partly
Resolved Mar 2026said Jun 2025
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Updated 2026-10-16 · 757 calls from 180 transcripts.

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