Iran to Attack America.
FULL TRANSCRIPT
maybe even Americans here in the
homeland. So what's next in the Israel
versus Iran disaster? After all, the
Iranian parliament now officially
approving the closing of the Straight of
Formos. This still has to be approved by
leadership, but could the Straight of
Formos get shut? Could we see attacks
against civilians? Iran just this
morning saying they expect this war to
take two years,
not the two weeks or maybe a month that
the Israelis suggested, but instead two
years. Then again, others say it's been
going on for decades. So what's the
difference? The difference now being
that Iran is suggesting that if any
American or UK or French or Israeli
citizens are to die in the next few
days, it is solely the responsibility of
the United States and Israel. At the
same time, Iran is threatening to
counterattack within the next 24 to 48
hours. It's unclear if Iran is intending
to strike bases inside uh the Middle
Eastern territory, if they're looking to
expand some form of coordinated attacks
around the world. Elsewhere, you've got
the Chinese embassy in Qatar quote
unquote reminding Chinese citizens to
strengthen safety precautions. It's the
same thing that our State Department is
doing and saying, um, might want to
increase your global level of caution
over the next few days to weeks as we
await the Iranian response. And then of
course we have the question of was our
attack even successful? Well, of course,
this is where we can listen to a few
different points of view. one point of
view is the point of view of Donald
Trump, which is of course this was a
great success. But then it's probably
also worth considering that is it
possible that our strikes weren't a
success and what could that mean? Uh in
addition, what are we at least hearing
from people like uh you know Sean
Hannity over at Fox who says according
to sources, they have the answer in
terms of what ended up happening. Let's
listen to that and then we'll talk about
it. Uh let me let me give you a little
bit more detail. I'm I'm being told now
from a reliable source that Ford do they
believe it is gone. They believe it is
that has been wiped out. And again we
had discussed earlier in the week the
possibility of not one but two bunker
buster bombs again 30,000 lb bombs uh
being necessary to take out that one
deeply buried facility. Um I can put
clarification on Natans and Esphon. Uh
the other two facilities that you were
referencing and discussing. Uh the 30
Tomahawks from a submarine over 400
miles away took out the remainder of the
sites. Uh it it was believed the
assessment was that the Israelis had
taken out about 75% of those sites. So
it was basically completing the mission
uh that had begun with Israel on those
other two locations. Uh just to give you
clarification
now worth knowing that Sean Hannity is
almost a mouthpiece for the Trump
administration. So it's really not
surprising to see the Trump
administration essentially suggest hey
the mission was a great success. Of
course, the mission came under great
questions as we saw B2 bombers travel
over 37 hours. We heard reports that the
B2 bombers had access to a bathroom,
microwaves, potentially the opportunity
to take naps uh as as other uh pilots
took control uh of uh of of the aircraft
in crews. Uh but ultimately that at
least six 30,000 pound GBU57 bunker
busting bombs were dropped uh on the
Ford nuclear enrichment facility.
However, there have been plenty of
questions around the success of this.
Some people saying, you know, Donald
Trump missed and failed. Other people
saying it was a perfect direct hit.
Donald Trump actually coming out on
Truth Social later to say, see all the
sort of like white debris that you see
around the holes? That's all the
concrete that spit up and and started
spewing out of the hole because we
perfectly struck the facility. And of
course, this is where a lot of people
say, "How would you even know where to
strike the facility?" Well, generally
you you know where to strike and you
know the layouts of these bunkers
because of historic satellite imagery
that you could have picked up when the
bunkers were built back uh in you know
depending on which bunker obviously uh
in the late 2000s or even the '9s or
other periods where the bunkers were
actually built. And you save this
information in archives so you could in
the future
strike them if you need to or just at
least have the intelligence for them.
This is of course in addition to the
potential on the ground human
intelligence of spies or otherwise. Now
what's fascinating is over the last few
days there have been a lot of reports
and satellite imagery of trucks coming
to backfill the entrances of these
tunnels. And you can see these tunnels
are perfectly designed at these
intentional 90° corners because they
expect that these tunnels could have
been or could become the target of
bombings in the future. And so this is
why you have what are called blast
traps. So that way if somebody bombs or
rockets in through this door here, you
don't actually have any kind of
explosion that really goes around all of
the turns to end up getting to your
centrifugal facility.
This is exactly why the United States is
believed to have targeted these
ventilation shafts right here. that
these shafts they believe would be if we
could target these shafts about 80 m
down into the earth and at least get one
detonation, we could blow these
centrifugal holes throughout this area
here. And the idea is to limit
Iran's ability to well conduct uh the
enrichment of uranium which Iran argues
hey we enrich uranium for peaceful
purposes which could be true. You could
want nuclear energy and enriched uranium
U235 to start the reaction in a nuclear
reactor and simply produce energy
locally. Unfortunately, a byproduct of
peaceful energy production is weapons
grade plutonium 239 and of course U235
which starts your reaction in a peaceful
reactor can also be used uh for uh uh
well sinister purposes and creating a
bomb. Now, what you'll notice over here
uh is a little bit more of a zoomed out
uh impact site and the ventilation sites
uh or shafts and sort of where they were
specifically targeted with three hits
here and three hits here. Uh and a lot
of people say that the big issue with
Iran that makes them so different from
North Korea is that even though North
Korea initially said, "Hey, we're just
going to have a peaceful weapons
program. We're not going to end up
having any kind of bomb." They ended up
having a bomb. One difference that
people suggest between North Korea and
Iran is that uh Iran has a lot of state
sponsored terrorist groups that they
work with. They're proxies. Hezbollah,
Hamas, the Houthies disrupting our
shipping lanes and the Red Sea and
otherwise. Whereas North Korea is
relatively isolated. And so even though
they technically have nuclear weapons
now and they are a nuclear power,
they're constrained in that they're not
handing these bombs out potentially to
their proxies. Now on the flip side,
this is also where we heard Dmitri
Medvidev over the weekend suggest, hey,
you know, well, what's to stop someone
for like Russia from handing Iran a
bomb? Maybe if Russia handed our ally
Iran a bomb, people would stop
attacking. So this these US strikes
whether or not they were successful
against uh the facilities in Iran is
unknown and it likely won't be known uh
that we actually succeeded at the Ford
facility unless of course we investigate
them on the ground. Uh Iran is going to
tell you, hey, we weren't hit hard. You
know, this was either a false tunnel or
whatever that was hit and that's why you
see this concrete dust spilling out,
which is possible. you have a false
tunnel above and that that is indeed the
dust that you see. Alternatively, it's
possible it's entirely destroyed. Does
it really matter? Probably not, because
these strikes by the United States
against Iran send a clear signal to Iran
that until they actually have a bomb,
they might continue to be the victim of
strikes. And I think that's why Iran is
suggesting, hm, we might actually be in
a situation where until we have a bomb,
we're just going to be at war. And this
is where now 15 canisters of
highlyenriched uranium are missing. Some
other pictures and we'll talk about
those missing uh uranium canisters. Here
uh some images satellite images of the
ventilation shafts completed in 2009.
And then you can see the near precision
targeting of these ventilation shafts uh
and then their destruction after the
fact. Uh you can also see in the days
prior, this is a little bit grainy uh
footage of dump trucks lining up and uh
maneuvering around the Ford facility to
essentially backload or backfill the
entire facility, burying it with soil or
concrete or rocks or whatever uh to try
to minimize the impact of any kind of
strike. Iran did say that all of their
nuclear facilities that we're aware of,
Bordeaux, Esvahan, and Natans, which
were all part of the strikes, were
evacuated.
Uh, it's also worth taking a peek at the
Tomahawk. This is a tomahawk missile bay
inside of a submarine. This here shows
you seven Tomahawk missiles. Tomahawk
missiles are a style of cruise missile.
You can launch them upwards of 400 miles
away. They are a landbased munition, so
they're great for sort of leveling
buildings that you see above the ground,
but they're not going to be your bunker
busting bombs that drop, you know, with
a 25,000lb shell down 80 m through the
dirt uh and then have a 5,000lb warhead
that's still protected and able to
detonate. So, so very different type of
munition. These cost somewhere between 2
to 3 million a piece. We launched
roughly about 35 of them. So if you take
a midpoint there of about $2.5 million,
we launched about $87.5 million worth of
tomahawks and probably double that if
you include uh the the the travel and uh
30,000lb bunker busting bombs. That
said, a lot of weaponry used to send a
very clear signal to Iran. uh even to
the point where NASA saw the heat flare
of the precisions of the bunker busting
bombs striking Iran uh at the Fordo
nuclear enrichment site. So now the
question is does Iran have more than
just these three sites and where did the
15 canisters of highlyenriched uranium
go and what is Iran going to do next?
France says the strike uh on on Iran
probably necessary but does put citizens
in danger. China is now meeting with
Iran's ambassadors to try to figure out,
hey, can we negotiate a solution? Donald
Trump is begging the Chinese to prevent
the shutting down of the straight of
Hormuz, which would also affect the
Chinese. Mind you, we produce about 65%
of the oil that we uh that we use, but
any kind of oil disruptions over the
long term could still lead commodity
prices to rise. And that's what's
leading the Federal Reserve also to
wonder, hm, should we be in a situation
where maybe we cut preemptively because
that could hurt consumers and the labor
market. Really, that's a topic for a
different video. But again, what I want
you to think of is it doesn't really
matter if Ford was destroyed or not. The
symbology is what matters here to Iran,
that the United States will always
partner with Israel and will go as far
as directly striking Iran. And so now
the question is, what does Iran do next?
That's what everybody's waiting for.
Trump demands peace now, but are you
going to get that? We've had questions.
Where are the 15 canisters or barrels of
highlyenriched
uranium? uh IAEA inspectors have lost
track of the barrels uh since the war,
which isn't good, and they could really
be moved relatively easily, right? Uh
you know, are we even aware of all of
the nuclear facilities that Iran has,
you know, or are we only aware of the
visible facilities, the Ford, the
Esvahan, the Natans? Does this
potentially encourage, you know, Russia
handing a nuke to Iran, which would be
devastating because again, the risk that
these sort of nuclear weapons could end
up, you know, falling into the hands of
uh proxy control uh is a high risk.
Uh and then of course we have this
concern over what does Iran do in the
next 24 to 48, right? that's that's
their threat to the world is be prepared
for the next 24 to 48 because any deaths
that occur from civilians are simply the
result of the government of the United
States uh and Israel. So we're kind of
in a position where best case scenario
at this point best case
uh best case number one some limited
symbolic
you know drone launch or you know rocket
launch that gets almost entirely
hopefully entirely uh intercepted and
then Iran gives up. Uh you know what we
really need is a JCPOA
like 2.0. This is the joint
comprehensive plan of action. This was
uh the first one was signed in 2015 by
Obama. And uh Donald Trump really didn't
like the deal because he said it wasn't
tough enough on Iran. And so he exited
the deal when he became president. I
think in 2018 he withdrew from it. And
even though Iran was complying for a
couple years with their export controls
and their enrichment controls as well as
inspections,
that all fell by the wayside after
Donald Trump withdrew from the deal,
saying that there would be a new deal,
you know, with Iran. But we never ended
up getting a new deal. So obviously, you
know, people on on the left say, you
know, Obama was doing the best he could.
At least he had a deal. uh and Donald
Trump ruined it and potentially set up
the war and conflict that we have now.
People on the right say, "Well, the deal
was too weak and we were just funding
their opportunity to produce nuclear
weapons in the first place with the
JCPOA." So, you kind of have, you know,
a duality of of opinions here. But, in
my opinion, the best case scenario is
that there's really no loss of life uh
that comes in a form of an Iranian
retaliation and we get some kind of deal
2.0. 0 uh with uh extremely limited or
zero uh enrichment. You know, Donald
Trump's goal is zero enrichment for
Iran. Unfortunately, that demand also
led to these strikes because Iran's
like, "Hell no, we're not going to give
up our enrichment." Okay. Uh best case
number two.
I don't actually really know if there's
a best case number two, but uh maybe
best case scenario would be same as one
but delayed, you know, one to two weeks.
So we just sort of have some uncertainty
for a period of time. worst case
scenarios, some form of uh uh you know,
broader longerlasting conflict that ends
up with uh Israeli troops in Iran uh
along with uh you know uh months uh to
years of uh strikes and attacks and
operations.
Could the United States be drawn into
this again? Yeah, that's another problem
is that the United States has now also
set a precedent of being willing to mop
up, right? So, the mop-up operation is
really what we did here with our massive
ordinance penetrator, the the GBU57s,
the 30,000lb bombs. That was a mop-up
operation. 35 tomahawks, as you heard
Hannity say. The Israelis did about 70%.
We came in for the leftover 30%. That's
a mop-up operation. the United States
has set the precedent for being willing
to mop up in Iran. So, it's not going to
be a surprise that, you know, Fox News
or CNN or whatever talk about Israel
every single day for the next, you know,
certainly few weeks because the question
is what happens next? And the reality is
we don't know. Now, some people are
calling for commanders or commandos to
actually go visit the Ford nuclear
enrichment site. But again, my point of
view is it doesn't really matter if this
was a success or not. The symbology of
the US will come for mop-up
is enough for Iran to say, "We need
help." And so what does Iran do? They
reach out to Russia and China. So far,
Russia and China have only verbally
deni like denounced the the Israeli
attacks. What? Now we're getting
comments like this. Iran, our response
to the US attacks will be proportionate.
We've heard this sort of talk before.
We've literally heard this back when uh
Iran was attacking uh uh Israel uh you
know after uh after October uh 7th and
Israel's march into Gaza. Uh and we've
seen these sort of retaliatory strikes
and they've been relatively full of
fizzle. So, what happens next? It's
really anybody's guess. Here's Carolyn
Levit, who's likely to talk more about
it from obtaining a nuclear bomb and
threatening our people. I wonder how
many of those countries just a clip of
her this morning on Fox suggesting, hey,
you know, we're going to do whatever we
need to do to stop Iran from getting a
bomb. Makes sense. But again, where do
we break from here? Well, the cards
right now, unfortunately, are in Iran's
hands. Now obviously markets
enthusiastic today. Uh why? Because
anytime you get geopolitical issues,
what do you end up with? You usually end
up with a market that goes up. Why does
that work? I mean in the alpha report
this morning, we called for Tesla to go
from pre-market levels over here at 327
to the 347 line, which is exactly what
happened. You could learn more over at
the Meek Kevin uh meek.com. You can
learn more about the alpha report over
there. called circle uh running today as
well as well as the Q's which have done
a fantastic move. But so short term
markets love buying the dip on
geopolitical concerns. The longer
concern is the oil market from
geopolitics. And really the only way we
get oil to spike is if we get some form
of really nasty Iranian response and
then an escala escalated conflict.
Otherwise, look at this. Oil prices
actually falling today.
Almost down 1% on the Western blend and
down about 88 basis points on the
international blend. Probably because
markets were expecting some form of
Iranian response. But we got the
certainty of a US strike and it's over.
You know, Trump struck. Now he's
throwing up his hands going, "All right,
we're done. It's all on you, Iran now."
And it seems like markets are betting
that Iran won't end up closing the
straight of foremost that cooler heads
will prevail and ka will realize it's
time to negotiate so we can keep our
fingers crossed. But uh hopefully
responses are limited and we don't see
any kind of rocketing of oil prices back
over that $100 threshold which can
really start to compress the consumer's
ability uh to keep spending and
supporting the economy. So that's the
latest on Israel versus Iran. Why not
advertise these things that you told us
here? I feel like nobody else knows
about this. We'll we'll try a little
advertising and see how it goes.
Congratulations, man. You have done so
much. People love you. People look up to
you. Kevin Praath there, financial
analyst and YouTuber. Meet Kevin. Always
great to get your take.
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