43 ships through Hormuz — 20–30% of normal
About 43 ships passed through the Strait of Hormuz on the day of recording — only 20–30% of the pre-war baseline of 120–140 ships.
Snapshot · The Tucker Carlson Show
JD Vance’s Warning to Israel, the Last Desperate Move of Israel-Firsters & Iran’s Growing Strength
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Jun 25, 2026
Where this was said
Brandon Weichert Intro: Where Are We Now? The Ceasefire Reality
At 47:00 · chapter starts 46:00
Tucker introduces Brandon Weichert, the geopolitical analyst who has provided running commentary on the Iran conflict, and asks for a big-picture update. Weichert delivers immediately: the MOU is better than shooting everything, but it's only 60 days, and Israel — critically — doesn't perceive itself as bound by the negotiations at all. The energy picture looks superficially better (oil at $72, down to pre-war levels) but represents a mini-glut of delayed ships finally leaving the Strait, not a true normalization. Weichert then moves through the weapons depletion data in clinical detail: 50% of Patriots gone, up to 80% of THAADs gone, one-third of Tomahawks expended. The Navy's consumption of SM-3 and SM-6 interceptors reveals the ships were under serious threat — contradicting official White House assurances of naval safety. Weichert concludes this segment with his signature framing: this is a conditional surrender document. The United States started the war and lost. Iran won strategically.
America's Historic Strategic Defeat: The Real Weapons Toll
About 50% of Patriot interceptors and up to 80% of THAADs are gone. Over a thousand Tomahawk cruise missiles — a third of the stockpile — were expended. THAAD and Patriot stocks won't be fully replenished until 2030. This isn't a temporary setback; it's a generation-defining military hollowing.
China's SPR: 1.4 billion barrels
China held 1.4 billion barrels in its Strategic Petroleum Reserve and voluntarily withdrew from global energy markets when the Strait of Hormuz was closed.
~50% of Patriot interceptors expended
Approximately 50% of US Patriot ballistic missile interceptors and up to 80% of THAAD interceptors were used up during the Iran war.
Tomahawks depleted — 1/3 of stockpile
Over 1,000 Tomahawk cruise missiles — roughly a third of the entire US stockpile — were expended, and won't be replaced for 5 years.
THAAD & Patriot not replenished until 2030
Both THAAD and Patriot missile interceptors, the US's most critical defensive systems, won't be fully replenished until approximately 2030.
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