An attempt to OSINT the current state of affairsEnergy: The US is a net petroleum exporter. At $100+ Brent, US shale producers benefit. The US saves approximately $250 million per day compared to Asia and Europe on energy costs during the war. [CONFIRMED — Forbes, March 16]China hurt directly: China was purchasing ~90% of Iran’s sanctioned oil — ~1.7 million barrels/day at deeply discounted prices. That supply is now disrupted. China’s teapot refineries face acute shortages. A direct strategic blow to a US competitor.Taiwan deterrence signal: Chinese intelligence watched B-2s deliver GBU-57s against hardened targets successfully. The US capability to...