Global supply chain impacts have global ramifications.
Additionally, Russia is redirecting LNG from Europe (the ongoing Hungary-Ukraine spat) to Asia [2].
[0] - https://www.reuters.com/business/energy/china-talks-with-ira...
[1] - https://www.reuters.com/world/india/iran-allow-india-flagged...
Honestly, it's best to ignore X/Twitter for this conflict. Internet access has been restricted bordering on nonexistent in Iran since the massacres in January, and most countries in the region have also either locked down internet access or don't interact in the English language social media bubble.
The Ukraine War is the last war where OSINT had significant accuracy - most states have cracked down on information dissemination and enhanced OpSec.
Edit: turns out the Heilan Journey transited [1].
[0] - https://www.reuters.com/world/asia-pacific/thailand-seeks-ap...
[1] - https://chinaglobalsouth.com/2026/03/12/chinese-ships-strait...
China still gets access to Iranian oil, though with high risk and a much slower pace.
India is getting access to Russian oil without sanctions now, but they're in a really tricky situation - one Iranian ship was torpedoed coming from an event promoted by India where there was safety requirements in place. This isn't good.
Many countries are tapping into reserves, and being severely affected by higher prices.
All while Russia gets sanctions removed and a oil price hike, when they were in a critical situation economically. Even the USA shrugging off of the reports of Intel shared with Iran is insane.
Yes, CNN has an analysis:
"How Trump’s Iran exposure could hand Putin a lottery win"
https://edition.cnn.com/2026/03/12/politics/trump-iran-war-r...
But the reason the US and Israel is even able to do what they are doing is because Russia is spending all its resources fighting Ukraine.
Russia is too weak to do anything to meddle in the conflict. Five years ago Russia would have its navy in the area, private militias on the ground and been an all around nuisance. Today they are non-existant outside of Ukraine.
A sound analysis on it:
Trump, Putin, and the war in Iran
But for sure it helped. It helped with Syria, Armenia, Venezuela, and now Iran.
But that doesn't explain why the current US administration continues to be submissive to what Russia is now: an isolated regional power - and even this is arguable because it will depend on the region.
Like, this is the biggest geopolitical blunder of modern Russia that will probably lead to the collapse of the federation (economic, demographic, diplomatic) - and this catering is all based on personal good relationship?
It just doesn't make any sense.
I really recommend it, it’s from a real Danish military analyst without any over the top dramatization
https://digital-commons.usnwc.edu/cgi/viewcontent.cgi?articl...