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Thijs Stegeman's avatar

I agree with the reasoning, but can't it be due to the Iran conflict? China saw the signs on the wall in February and the current lull overlaps exactly with the start of the war. Jet fuel is also particularly sensitive to disruption.

https://x.com/JuneGoh_Sparta/status/2029301414556770557?s=20

I'm not saying this is the one reason, but I'm missing it in the list of possibilities.

Mark Reynolds's avatar

China is active around Taiwan = China is going to invade. China is NOT active around Taiwan = China is going to invade. Got it.

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