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Oil power didn't stay where it started. The countries controlling energy today look nothing like the map from 50 years ago. And right now, that map is shifting again faster than anyone expected. 🇺🇸 US: from import-dependent to world's n.1 producer 🇸🇦 Saudi Arabia: 700K bpd knocked offline by...

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Jack Prandelli

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62,767 Aufrufe • vor 5 Monaten •via X (Twitter)

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Trump Just Pulled Off The Biggest Power Move in Global Economic History… Iran played their last card. Then Trump hit ‘em with the Uno Reverse. Now the deck is reshuffling entirely. Energy will never flow the same way again. With Venezuela’s vast oil reserves under U.S. control and now the blockade of the Strait of Hormuz, America now oversees the global oil supply. Countries that want oil must buy from America. This is the Gulf of America, packed with supertankers racing to load up on US oil. Hardest hit? China, who just lost their number 1 and 2 oil exporters in a matter of weeks. Absolute masterclass.
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Trump Just Pulled Off The Biggest Power Move in Global Economic History… Iran played their last card. Then Trump hit ‘em with the Uno Reverse. Now the deck is reshuffling entirely. Energy will never flow the same way again. With Venezuela’s vast oil reserves under U.S. control and now the blockade of the Strait of Hormuz, America now oversees the global oil supply. Countries that want oil must buy from America. This is the Gulf of America, packed with supertankers racing to load up on US oil. Hardest hit? China, who just lost their number 1 and 2 oil exporters in a matter of weeks. Absolute masterclass.

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🇮🇷 Iran didn't mean to become the world's greatest advocate for nuclear energy. But here we are. Iran is mining the Strait of Hormuz, choking off 20% of the world's daily oil supply. And it's not just fuel. Oil is plastics, fertilizer, aviation. The entire global supply chain runs on it. Nuclear emits 12 grams of CO2 per kilowatt hour. It doesn't need shipping lanes and can't be blockaded overnight. Germany scrapped its reactors anyway. France kept its and is building more. The 21st century will be won by countries that aren't grinding to a halt every time a regime decides to hold their energy supply hostage. Source: Al Jazeera
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🇮🇷 Iran didn't mean to become the world's greatest advocate for nuclear energy. But here we are. Iran is mining the Strait of Hormuz, choking off 20% of the world's daily oil supply. And it's not just fuel. Oil is plastics, fertilizer, aviation. The entire global supply chain runs on it. Nuclear emits 12 grams of CO2 per kilowatt hour. It doesn't need shipping lanes and can't be blockaded overnight. Germany scrapped its reactors anyway. France kept its and is building more. The 21st century will be won by countries that aren't grinding to a halt every time a regime decides to hold their energy supply hostage. Source: Al Jazeera

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🚨🇮🇷🇮🇱🇶🇦🇸🇦 Israel crossed Iran's energy red line by striking the South Pars gas field, and now both sides are torching each other's energy infrastructure across the Gulf. Iran fired back at Israel's Haifa refinery, Qatar's Ras Laffan (the world's largest LNG plant), plus refineries in Saudi Arabia and Kuwait. Israel went after facilities that produce 730 million cubic meters of gas daily. The Strait of Hormuz is effectively dead. Traffic dropped 96% in the first 18 days of war, from thousands of transits to just 98. Saudi Arabia is now desperately pumping oil west through pipelines to Yanbu on the Red Sea to bypass the strait. If Iran hits Yanbu, analysts say 5-6 million barrels a day disappear from global markets and oil could hit $150. Brent crude has already jumped from the $70s to $115 since the war started. Every major energy facility that gets hit pushes prices higher. This is now a global energy crisis that's about to slam inflation and interest rates worldwide. Source: Wall Street Journal
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🚨🇮🇷🇮🇱🇶🇦🇸🇦 Israel crossed Iran's energy red line by striking the South Pars gas field, and now both sides are torching each other's energy infrastructure across the Gulf. Iran fired back at Israel's Haifa refinery, Qatar's Ras Laffan (the world's largest LNG plant), plus refineries in Saudi Arabia and Kuwait. Israel went after facilities that produce 730 million cubic meters of gas daily. The Strait of Hormuz is effectively dead. Traffic dropped 96% in the first 18 days of war, from thousands of transits to just 98. Saudi Arabia is now desperately pumping oil west through pipelines to Yanbu on the Red Sea to bypass the strait. If Iran hits Yanbu, analysts say 5-6 million barrels a day disappear from global markets and oil could hit $150. Brent crude has already jumped from the $70s to $115 since the war started. Every major energy facility that gets hit pushes prices higher. This is now a global energy crisis that's about to slam inflation and interest rates worldwide. Source: Wall Street Journal

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🚨🇺🇸🇻🇪🇨🇳 CHINA ACCUSES U.S. OF STEALING ITS OIL AFTER TRUMP DIVERTS VENEZUELAN CRUDE TO AMERICA China is livid, and they’re not hiding it. After Trump announced the U.S. will refine and sell up to 50 million barrels of Venezuelan oil previously frozen under sanctions, Beijing fired back, calling the move a blatant power grab and a direct hit on their interests. Why? Because that oil wasn’t just sitting there, China had already paid for a big chunk of it, through loan-for-oil deals and state-backed agreements with Maduro’s regime. Trump’s plan? Ignore all that, break the blockade, grab the barrels, and reroute them to U.S. refineries. The pitch: American energy security, because the U.S. is in charge now. This is also about who gets to call the shots in Venezuela post-Maduro, and right now, Beijing just got boxed out while Washington takes over the chessboard. It’s a high-stakes geopolitical standoff over energy, influence, and who controls Latin America’s future. China just lost billions in oil access, but the U.S. just cashed in. Source: Reuters
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🚨🇺🇸🇻🇪🇨🇳 CHINA ACCUSES U.S. OF STEALING ITS OIL AFTER TRUMP DIVERTS VENEZUELAN CRUDE TO AMERICA China is livid, and they’re not hiding it. After Trump announced the U.S. will refine and sell up to 50 million barrels of Venezuelan oil previously frozen under sanctions, Beijing fired back, calling the move a blatant power grab and a direct hit on their interests. Why? Because that oil wasn’t just sitting there, China had already paid for a big chunk of it, through loan-for-oil deals and state-backed agreements with Maduro’s regime. Trump’s plan? Ignore all that, break the blockade, grab the barrels, and reroute them to U.S. refineries. The pitch: American energy security, because the U.S. is in charge now. This is also about who gets to call the shots in Venezuela post-Maduro, and right now, Beijing just got boxed out while Washington takes over the chessboard. It’s a high-stakes geopolitical standoff over energy, influence, and who controls Latin America’s future. China just lost billions in oil access, but the U.S. just cashed in. Source: Reuters

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NEW: 🇮🇱🇸🇦 Israel wants to control the oil from Saudi Arabia, the Gulf countries with a pipeline directly to Europe says Israeli Minister of Energy Eli Cohen: “If you look at the map, you'll see that ground infrastructure can be laid from the Gulf states all the way to the Mediterranean — and from the Mediterranean, it can flow to Europe. This is a very big interest for the Saudis, because the Saudis understand oil is their main source of income. The last war shows that you need not only a source of energy but also a route to export it. I estimate that in a few years, if a confrontation breaks out in our region, the Straits of Hormuz and Bab el-Mandeb will no longer be able to be a threat or a card for Iran. I estimate four to five years for the alternative to be ready.” Iran can actually stop this with a couple of drones…
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NEW: 🇮🇱🇸🇦 Israel wants to control the oil from Saudi Arabia, the Gulf countries with a pipeline directly to Europe says Israeli Minister of Energy Eli Cohen: “If you look at the map, you'll see that ground infrastructure can be laid from the Gulf states all the way to the Mediterranean — and from the Mediterranean, it can flow to Europe. This is a very big interest for the Saudis, because the Saudis understand oil is their main source of income. The last war shows that you need not only a source of energy but also a route to export it. I estimate that in a few years, if a confrontation breaks out in our region, the Straits of Hormuz and Bab el-Mandeb will no longer be able to be a threat or a card for Iran. I estimate four to five years for the alternative to be ready.” Iran can actually stop this with a couple of drones…

Megatron

101,652 Aufrufe • vor 1 Monat

Three attacks that happened in the past 6 hours confirm we are in global energy war. Valero's Port Arthur refinery exploded in Texas. Israeli strikes cut power to two Iranian cities. An Iranian drone knocked out electricity to part of Kuwait. This is not coincidence. This is the shape of a global energy war. Valero Port Arthur is not a random refinery. It is one of the largest in the US, configured specifically to process Venezuelan heavy crude. The Trump administration had just unlocked Venezuelan oil exports to US buyers to compensate for Hormuz disruption. That processing node is now offline. Valero Port Arthur is the next-door neighbour of Saudi Aramco-owned Motiva Port Arthur Refinery (1 km apart) with 640,000 barrels per day. The largest refinery in the United States. Motiva is the processing backbone for Venezuelan heavy crude that Saudi is helping the US redirect away from China and into Gulf Coast supply chains. Iran has been hitting Saudi energy infrastructure for weeks. The refinery that just exploded sits 1.3 miles from the crown jewel of Saudi oil processing on American soil. That is not a coincidence. Iran and its adversaries are hitting each other's downstream infrastructure. Refineries, power grids, gas terminals. The logic is simple. You cannot sustain a war economy without energy processing capacity. So you target the processing. What happened in Texas fits that pattern. This is not the first time a Gulf Coast energy facility has been hit during or after a Middle East war. It happened during the last conflict too. Port Arthur is close to the Mexican border. A drone launched from Mexican territory could reach it. That is not speculation. That is geography. The energy war is not coming. It is already global and running across 4 continents simultaneously.
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Three attacks that happened in the past 6 hours confirm we are in global energy war. Valero's Port Arthur refinery exploded in Texas. Israeli strikes cut power to two Iranian cities. An Iranian drone knocked out electricity to part of Kuwait. This is not coincidence. This is the shape of a global energy war. Valero Port Arthur is not a random refinery. It is one of the largest in the US, configured specifically to process Venezuelan heavy crude. The Trump administration had just unlocked Venezuelan oil exports to US buyers to compensate for Hormuz disruption. That processing node is now offline. Valero Port Arthur is the next-door neighbour of Saudi Aramco-owned Motiva Port Arthur Refinery (1 km apart) with 640,000 barrels per day. The largest refinery in the United States. Motiva is the processing backbone for Venezuelan heavy crude that Saudi is helping the US redirect away from China and into Gulf Coast supply chains. Iran has been hitting Saudi energy infrastructure for weeks. The refinery that just exploded sits 1.3 miles from the crown jewel of Saudi oil processing on American soil. That is not a coincidence. Iran and its adversaries are hitting each other's downstream infrastructure. Refineries, power grids, gas terminals. The logic is simple. You cannot sustain a war economy without energy processing capacity. So you target the processing. What happened in Texas fits that pattern. This is not the first time a Gulf Coast energy facility has been hit during or after a Middle East war. It happened during the last conflict too. Port Arthur is close to the Mexican border. A drone launched from Mexican territory could reach it. That is not speculation. That is geography. The energy war is not coming. It is already global and running across 4 continents simultaneously.

MENA Unleashed

31,562 Aufrufe • vor 6 Monaten

🇸🇦 It costs Saudi Arabia less than $2 to produce a barrel of oil Ali Al-Naimi helped shape global oil markets during one of the most volatile periods in modern energy history. At the peak of the 2008 oil spike near $147 per barrel, tensions inside OPEC weren’t just about supply. Saudi Arabia pushed for stability, while others favored higher prices. Al-Naimi even suggested that countries like Iran had an incentive to keep prices elevated, as oil revenue plays a major role in funding national priorities. It showed a deeper truth about energy markets: oil prices aren’t just driven by supply and demand. They’re shaped by politics, power, and competing national interests. So the real question is simple: should oil prices be set by the market, or influenced by geopolitics?
1:04

🇸🇦 It costs Saudi Arabia less than $2 to produce a barrel of oil Ali Al-Naimi helped shape global oil markets during one of the most volatile periods in modern energy history. At the peak of the 2008 oil spike near $147 per barrel, tensions inside OPEC weren’t just about supply. Saudi Arabia pushed for stability, while others favored higher prices. Al-Naimi even suggested that countries like Iran had an incentive to keep prices elevated, as oil revenue plays a major role in funding national priorities. It showed a deeper truth about energy markets: oil prices aren’t just driven by supply and demand. They’re shaped by politics, power, and competing national interests. So the real question is simple: should oil prices be set by the market, or influenced by geopolitics?

Megatron

70,640 Aufrufe • vor 3 Monaten

People come to SPIEF because it matters right now — especially when Russian energy is in demand. Everything the world needs — energy, LNG, oil, rare earths — Russia has plenty of. Russia’s top oil companies are sharing incredible numbers, and those numbers say a lot about the state of the world. So where do you go to make deals and understand what comes next — SPIEF. And if you don’t want to miss anything important from the forum — subscribe and stay tuned. Watch FULL here:
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People come to SPIEF because it matters right now — especially when Russian energy is in demand. Everything the world needs — energy, LNG, oil, rare earths — Russia has plenty of. Russia’s top oil companies are sharing incredible numbers, and those numbers say a lot about the state of the world. So where do you go to make deals and understand what comes next — SPIEF. And if you don’t want to miss anything important from the forum — subscribe and stay tuned. Watch FULL here:

Rick Sanchez

16,437 Aufrufe • vor 3 Monaten

Now that President Trump has declared that the US is in control of Venezuela and that the US plans on taking back the oil, it makes zero sense for there to still be sanctions on Venezuela under the Trump administration. The sanctions were imposed by the Trump administration in addition to an oil embargo and sanctions on entities involved in Venezuela's oil and gold industries, including "shadow fleet" tankers evading sanctions, because of Maduro’s behavior. Now that Maduro Nicolás Maduro has been captured, the Trump administration should immediately lift sanctions on Venezuela and restore all of the oil licenses to American energy executives and American oil companies. Why would you want to have sanctions on a country you yourself control when you could just re issue the oil licenses to Americans and retake the 1 million barrels of oil per day that are being exported to China from Venezuela? China shouldn’t be getting that oil. It should all be going to the United States. It’s time for America to neutralize Russia, Iran and China’s access to oil in the Western Hemisphere and assert energy dominance in Venezuela. Hopefully, we see the Trump administration reissue the oil licenses to American oil companies who have infrastructure in Venezuela. Maduro is out. Let’s make 2026 the year America controls the largest oil, rare earth minerals and gold reserves in the world. Cc: President Donald J. Trump Marco Rubio Treasury Secretary Scott Bessent
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Now that President Trump has declared that the US is in control of Venezuela and that the US plans on taking back the oil, it makes zero sense for there to still be sanctions on Venezuela under the Trump administration. The sanctions were imposed by the Trump administration in addition to an oil embargo and sanctions on entities involved in Venezuela's oil and gold industries, including "shadow fleet" tankers evading sanctions, because of Maduro’s behavior. Now that Maduro Nicolás Maduro has been captured, the Trump administration should immediately lift sanctions on Venezuela and restore all of the oil licenses to American energy executives and American oil companies. Why would you want to have sanctions on a country you yourself control when you could just re issue the oil licenses to Americans and retake the 1 million barrels of oil per day that are being exported to China from Venezuela? China shouldn’t be getting that oil. It should all be going to the United States. It’s time for America to neutralize Russia, Iran and China’s access to oil in the Western Hemisphere and assert energy dominance in Venezuela. Hopefully, we see the Trump administration reissue the oil licenses to American oil companies who have infrastructure in Venezuela. Maduro is out. Let’s make 2026 the year America controls the largest oil, rare earth minerals and gold reserves in the world. Cc: President Donald J. Trump Marco Rubio Treasury Secretary Scott Bessent

Laura Loomer

577,828 Aufrufe • vor 8 Monaten

🚨 WOW! President Trump just said that MILLIONS of barrels of oil are right now heading to Texas and Louisiana as Iran wreaks havoc in the Strait of Hormuz "We don't need the Hormuz Strait!" "Millions of barrels of oil is going to Houston and Louisiana!" "Also Venezuela's doing better than they've ever done before, too. The big oil companies are going in, and they're signing up." "If you combine us and Venezuela, we have about 62% of the world's oil market, so we don't need straits, we don't need anything!" "But we do it because we have to do it because we cannot let Iran have a nuclear weapon."
1:02

🚨 WOW! President Trump just said that MILLIONS of barrels of oil are right now heading to Texas and Louisiana as Iran wreaks havoc in the Strait of Hormuz "We don't need the Hormuz Strait!" "Millions of barrels of oil is going to Houston and Louisiana!" "Also Venezuela's doing better than they've ever done before, too. The big oil companies are going in, and they're signing up." "If you combine us and Venezuela, we have about 62% of the world's oil market, so we don't need straits, we don't need anything!" "But we do it because we have to do it because we cannot let Iran have a nuclear weapon."

Eric Daugherty

265,526 Aufrufe • vor 1 Monat

Is There a 70-Year Plan Behind the Global Crisis? There are warnings of a global famine. Not someday. But something being set in motion right now. Key trade routes are under pressure. The Strait of Hormuz — one of the most critical pathways for global energy and supply. If that gets disrupted… it doesn’t just affect oil. It affects food. Supply chains. Entire nations. And when systems like this start breaking down… the consequences move fast. So the real question is: Is this a crisis… or something being engineered? Alex Newman
1:29

Is There a 70-Year Plan Behind the Global Crisis? There are warnings of a global famine. Not someday. But something being set in motion right now. Key trade routes are under pressure. The Strait of Hormuz — one of the most critical pathways for global energy and supply. If that gets disrupted… it doesn’t just affect oil. It affects food. Supply chains. Entire nations. And when systems like this start breaking down… the consequences move fast. So the real question is: Is this a crisis… or something being engineered? Alex Newman

Sarah Westall

471,584 Aufrufe • vor 6 Monaten

🚨🇮🇷🇮🇱 Did Netanyahu just admit Israel’s real objective in this war? “I think that what has to be done is… just have oil pipelines, gas pipelines going west… right up to Israel, right up to our Mediterranean ports.” That wasn’t a leaked memo, it was Netanyahu saying the quiet part out loud. For years, every Middle East conflict comes wrapped in the same official packaging: security, deterrence, existential threats. And to be fair, when it comes to Iran, those concerns are real. Nuclear ambitions from a regime that wants to wipe Israel off the map is a genuine concern. But this isn’t just about centrifuges and missiles, it’s about maps. Energy maps. The Middle East runs on choke points, the Strait of Hormuz and the Bab el-Mandeb Strait, narrow arteries where a single flare-up can send oil prices into orbit. Netanyahu’s idea? Bypass them entirely. Build pipelines across the Arabian Peninsula. Route energy through Israel. Turn Mediterranean ports into the West’s new fuel tap. No choke points. No bottlenecks. No leverage for rivals. And suddenly, the question is: who benefits from redrawing the region’s energy map? Iran sits astride the current system of chokepoints and influence. Weakening Iran weakens that system. A weakened system makes alternative routes, like the ones Netanyahu is describing, a lot more attractive. Now layer in the timing. Every escalation with Iran gets framed as preemption, stop the threat before it materializes. But it also reshapes the strategic landscape in ways that just happen to align with this pipeline vision. Because if you can turn your country into the region’s energy corridor, the place where oil flows safely, predictably, profitably, you’re buying influence, leverage, and relevance. So is the Iran conflict all about this plan? Probably not. Security concerns are real. Ideology is real. Power struggles are real. But to pretend energy isn’t sitting in the background, quietly shaping incentives, quietly rewarding certain outcomes, is to ignore how the modern Middle East actually works.
0:45

🚨🇮🇷🇮🇱 Did Netanyahu just admit Israel’s real objective in this war? “I think that what has to be done is… just have oil pipelines, gas pipelines going west… right up to Israel, right up to our Mediterranean ports.” That wasn’t a leaked memo, it was Netanyahu saying the quiet part out loud. For years, every Middle East conflict comes wrapped in the same official packaging: security, deterrence, existential threats. And to be fair, when it comes to Iran, those concerns are real. Nuclear ambitions from a regime that wants to wipe Israel off the map is a genuine concern. But this isn’t just about centrifuges and missiles, it’s about maps. Energy maps. The Middle East runs on choke points, the Strait of Hormuz and the Bab el-Mandeb Strait, narrow arteries where a single flare-up can send oil prices into orbit. Netanyahu’s idea? Bypass them entirely. Build pipelines across the Arabian Peninsula. Route energy through Israel. Turn Mediterranean ports into the West’s new fuel tap. No choke points. No bottlenecks. No leverage for rivals. And suddenly, the question is: who benefits from redrawing the region’s energy map? Iran sits astride the current system of chokepoints and influence. Weakening Iran weakens that system. A weakened system makes alternative routes, like the ones Netanyahu is describing, a lot more attractive. Now layer in the timing. Every escalation with Iran gets framed as preemption, stop the threat before it materializes. But it also reshapes the strategic landscape in ways that just happen to align with this pipeline vision. Because if you can turn your country into the region’s energy corridor, the place where oil flows safely, predictably, profitably, you’re buying influence, leverage, and relevance. So is the Iran conflict all about this plan? Probably not. Security concerns are real. Ideology is real. Power struggles are real. But to pretend energy isn’t sitting in the background, quietly shaping incentives, quietly rewarding certain outcomes, is to ignore how the modern Middle East actually works.

Mario Nawfal

161,451 Aufrufe • vor 6 Monaten

🇸🇦🇮🇷 Saudi Arabia built a pipeline to escape Iran's grip on the Strait of Hormuz. Now that pipeline has been knocked offline, and Saudi is being forced to send MORE oil through Hormuz. The strategic trap around the Kingdom is tightening incredibly fast. Saudi's East-West pipeline was supposed to be its insurance policy. Move millions of barrels of oil across the country to Yanbu, load it onto tankers in the Red Sea and bypass Hormuz completely. Then came the drone attack, and now the clock is ticking. Existing oil inventories at Yanbu could be depleted within roughly 5–7 days if flows aren't restored. So Saudi is doing something extraordinary: Increasing oil shipments through the Strait of Hormuz. Meanwhile, MBS is scrambling for help. The Saudis have already asked Trump to join their campaign against the Houthis. He declined. Now MBS is reportedly heading to Cairo as Riyadh searches for another regional military power capable of helping it contain the crisis. Saudi was supposed to be the energy superpower capable of keeping oil flowing when Hormuz went bad. Instead, the Houthis have destroyed its Plan B. Brandon Weichert
55:13

🇸🇦🇮🇷 Saudi Arabia built a pipeline to escape Iran's grip on the Strait of Hormuz. Now that pipeline has been knocked offline, and Saudi is being forced to send MORE oil through Hormuz. The strategic trap around the Kingdom is tightening incredibly fast. Saudi's East-West pipeline was supposed to be its insurance policy. Move millions of barrels of oil across the country to Yanbu, load it onto tankers in the Red Sea and bypass Hormuz completely. Then came the drone attack, and now the clock is ticking. Existing oil inventories at Yanbu could be depleted within roughly 5–7 days if flows aren't restored. So Saudi is doing something extraordinary: Increasing oil shipments through the Strait of Hormuz. Meanwhile, MBS is scrambling for help. The Saudis have already asked Trump to join their campaign against the Houthis. He declined. Now MBS is reportedly heading to Cairo as Riyadh searches for another regional military power capable of helping it contain the crisis. Saudi was supposed to be the energy superpower capable of keeping oil flowing when Hormuz went bad. Instead, the Houthis have destroyed its Plan B. Brandon Weichert

Mario Nawfal

289,187 Aufrufe • vor 5 Tagen

🎥 Murtaza Hussain: Iran is “sanctioning the world,” after five decades of being sanctioned by it Just months ago, before US and Israel launched war in late February, Iran sat at the peak of its isolation, Maz said. Now it has a general license to sell oil, billions in unfrozen funds, and a defense partnership with China in the works. US hegemony in the Middle East, he says, has been set back “very thoroughly.” Iran, which has lived under sanctions and economic pressure for nearly fifty years, is for the first time turning the tables and “sanctioning everyone else” by controlling who passes through the Strait of Hormuz. Ryan Grim | Murtaza Hussain
4:07

🎥 Murtaza Hussain: Iran is “sanctioning the world,” after five decades of being sanctioned by it Just months ago, before US and Israel launched war in late February, Iran sat at the peak of its isolation, Maz said. Now it has a general license to sell oil, billions in unfrozen funds, and a defense partnership with China in the works. US hegemony in the Middle East, he says, has been set back “very thoroughly.” Iran, which has lived under sanctions and economic pressure for nearly fifty years, is for the first time turning the tables and “sanctioning everyone else” by controlling who passes through the Strait of Hormuz. Ryan Grim | Murtaza Hussain

Drop Site

17,924 Aufrufe • vor 2 Monaten

🇮🇷 Iran isn't just sitting on the world's oil chokepoint anymore. Tehran is now exploring control over the underwater data cables running through the Strait of Hormuz. At least seven of them, carrying a massive slice of global internet traffic. The play: force Google, Meta, Microsoft, and Amazon to pay licensing fees for cable usage, and hand maintenance and repair rights exclusively to Iranian firms. Think about what that actually means. Iran already has one hand on the world's oil supply through Hormuz. Now they want the other hand on the internet backbone of the entire Gulf region. If they pull it off, the threat matrix changes completely. Forget just threatening tankers. Iran could degrade digital infrastructure across the Gulf, squeeze tech giants for billions, or hold undersea cables hostage the same way they've threatened shipping lanes for decades. The US and Gulf states have spent years war-gaming energy disruption scenarios. Very few have seriously modeled what happens when an adversary controls both the oil and the data flowing through the same narrow strip of water. Source: TimesNowWorld YT
3:13

🇮🇷 Iran isn't just sitting on the world's oil chokepoint anymore. Tehran is now exploring control over the underwater data cables running through the Strait of Hormuz. At least seven of them, carrying a massive slice of global internet traffic. The play: force Google, Meta, Microsoft, and Amazon to pay licensing fees for cable usage, and hand maintenance and repair rights exclusively to Iranian firms. Think about what that actually means. Iran already has one hand on the world's oil supply through Hormuz. Now they want the other hand on the internet backbone of the entire Gulf region. If they pull it off, the threat matrix changes completely. Forget just threatening tankers. Iran could degrade digital infrastructure across the Gulf, squeeze tech giants for billions, or hold undersea cables hostage the same way they've threatened shipping lanes for decades. The US and Gulf states have spent years war-gaming energy disruption scenarios. Very few have seriously modeled what happens when an adversary controls both the oil and the data flowing through the same narrow strip of water. Source: TimesNowWorld YT

Mario Nawfal

171,552 Aufrufe • vor 3 Monaten

🇺🇲🇮🇷 Iran doesn't need to win this war. It just needs to wait it out. That's economist Michael Hudson's read on where this actually stands. His comparison: Napoleon in Russia. The Wehrmacht at Stalingrad. Both defeated less by armies than by time and weather. This time, he says, the terrain is financial. Washington is draining the Strategic Petroleum Reserve to keep oil prices down before the midterms, pushing storage caverns toward limits most people don't even know exist. Iran doesn't have to escalate anything. It just has to hold the blockade and let the math do the work. And it's not just oil. Russia is now hitting Ukrainian grain shipments through the Baltic. Ukraine ships a huge share of the world's grain and sunflower exports, mostly to Europe. Harvest season is happening right now, with nowhere to put it and no safe way to ship it. Food inflation and energy inflation, compounding at the same time. Hitting economies that are already drowning in record bond yields. Here's Hudson's sharpest point: Treasury Secretary Bessent's threat, cut off anyone who helps Iran move money, doesn't just isolate Iran. It teaches every bank on Earth handling Iranian oil payments that dollar exposure is a liability. For 80 years, the dollar system let America control the world without occupying it. This war is the moment that control gets demonstrated as revocable. In front of everyone. So what's the alternative? Hudson doesn't think it's a rival currency. He goes further back, to a Keynes proposal Washington rejected at Bretton Woods in 1944: an international bank that writes down surpluses and deficits together, instead of letting creditor nations squeeze debtors forever. His case: China is the only power today with reserves large enough to sponsor something like that. And not get bankrupted trying. This was never really a clash of civilizations, he says. It's a fight over which economic order replaces the one built in 1944. And whose surpluses get to write the next set of rules.
33:02

🇺🇲🇮🇷 Iran doesn't need to win this war. It just needs to wait it out. That's economist Michael Hudson's read on where this actually stands. His comparison: Napoleon in Russia. The Wehrmacht at Stalingrad. Both defeated less by armies than by time and weather. This time, he says, the terrain is financial. Washington is draining the Strategic Petroleum Reserve to keep oil prices down before the midterms, pushing storage caverns toward limits most people don't even know exist. Iran doesn't have to escalate anything. It just has to hold the blockade and let the math do the work. And it's not just oil. Russia is now hitting Ukrainian grain shipments through the Baltic. Ukraine ships a huge share of the world's grain and sunflower exports, mostly to Europe. Harvest season is happening right now, with nowhere to put it and no safe way to ship it. Food inflation and energy inflation, compounding at the same time. Hitting economies that are already drowning in record bond yields. Here's Hudson's sharpest point: Treasury Secretary Bessent's threat, cut off anyone who helps Iran move money, doesn't just isolate Iran. It teaches every bank on Earth handling Iranian oil payments that dollar exposure is a liability. For 80 years, the dollar system let America control the world without occupying it. This war is the moment that control gets demonstrated as revocable. In front of everyone. So what's the alternative? Hudson doesn't think it's a rival currency. He goes further back, to a Keynes proposal Washington rejected at Bretton Woods in 1944: an international bank that writes down surpluses and deficits together, instead of letting creditor nations squeeze debtors forever. His case: China is the only power today with reserves large enough to sponsor something like that. And not get bankrupted trying. This was never really a clash of civilizations, he says. It's a fight over which economic order replaces the one built in 1944. And whose surpluses get to write the next set of rules.

Mario Nawfal

206,124 Aufrufe • vor 1 Monat

🇨🇳🇺🇸 China's been buying gold for years, and Lance Roberts says it has nothing to do with Iran. It's about not being Russia in 2022. Roberts, chief investment strategist, broke down why the world isn't waiting to see if the Strait of Hormuz problem resolves itself. Saudi Arabia's building pipeline workarounds. Chinese ships are already rerouting. China itself walked into this crisis sitting on a massive oil stockpile, not scrambling for it. Meanwhile the U.S., unlike the 1970s embargo era, is now a net oil exporter, which is a big reason $90 Brent isn't triggering the panic $150 oil would have back then. The war didn't cause any of this. It just made everyone move faster on a hedge they were already building. Lance Roberts
3:22

🇨🇳🇺🇸 China's been buying gold for years, and Lance Roberts says it has nothing to do with Iran. It's about not being Russia in 2022. Roberts, chief investment strategist, broke down why the world isn't waiting to see if the Strait of Hormuz problem resolves itself. Saudi Arabia's building pipeline workarounds. Chinese ships are already rerouting. China itself walked into this crisis sitting on a massive oil stockpile, not scrambling for it. Meanwhile the U.S., unlike the 1970s embargo era, is now a net oil exporter, which is a big reason $90 Brent isn't triggering the panic $150 oil would have back then. The war didn't cause any of this. It just made everyone move faster on a hedge they were already building. Lance Roberts

Mario Nawfal

55,486 Aufrufe • vor 2 Monaten

TWO THINGS WHICH ARE NOT TRUE: - Trump has snatched the world’s biggest oil reserve! - And cut China off from its top energy source! That’s what the world is being told – but neither is true, oil analysts said this week. In the summer of 2024, China GUESSED that the US would invade or "regime change" Venezuela and started dramatically lifting its purchases of oil from that country. It then further diversified its suppliers to have multiple oil sources. (Details in video.) As a result, Trump's latest move will have "no effect" on China's economy, western analysts say. . WORLD'S BIGGEST RESERVE? Furthermore, a number of analysts say that the claim that Venezuela has the world's biggest proven oil reserves is unlikely to be true. It comes from claims made by the exact same members of the Venezuelan government that the west keeps criticizing. Rather than 300 billion barrels of oil, the real number is more likely just one third of that, several specialists say. (See video for details and estimates.) And what oil the country does have is thick, heavy, tar-like and increasingly unwanted in the US and elsewhere. Saudi Arabia even cancelled its plans for a heavy oil processing plant. So that's what Trump is left with. And that's at a time when the world is transiting away from fossil fuels towards clean energy, renewable resources, and safe, modular nuclear power plants. . THE IMPLICATIONS From Trump's point of view, the Venezuela operation shows that the U.S. has LOTS of guns and helicopters and CIA agents and soldiers and stuff and can do anything it likes, whenever it likes, wherever it likes, without regard to morality or the rule of law. From the rest of the world's point of view, THAT is the problem.
5:24

TWO THINGS WHICH ARE NOT TRUE: - Trump has snatched the world’s biggest oil reserve! - And cut China off from its top energy source! That’s what the world is being told – but neither is true, oil analysts said this week. In the summer of 2024, China GUESSED that the US would invade or "regime change" Venezuela and started dramatically lifting its purchases of oil from that country. It then further diversified its suppliers to have multiple oil sources. (Details in video.) As a result, Trump's latest move will have "no effect" on China's economy, western analysts say. . WORLD'S BIGGEST RESERVE? Furthermore, a number of analysts say that the claim that Venezuela has the world's biggest proven oil reserves is unlikely to be true. It comes from claims made by the exact same members of the Venezuelan government that the west keeps criticizing. Rather than 300 billion barrels of oil, the real number is more likely just one third of that, several specialists say. (See video for details and estimates.) And what oil the country does have is thick, heavy, tar-like and increasingly unwanted in the US and elsewhere. Saudi Arabia even cancelled its plans for a heavy oil processing plant. So that's what Trump is left with. And that's at a time when the world is transiting away from fossil fuels towards clean energy, renewable resources, and safe, modular nuclear power plants. . THE IMPLICATIONS From Trump's point of view, the Venezuela operation shows that the U.S. has LOTS of guns and helicopters and CIA agents and soldiers and stuff and can do anything it likes, whenever it likes, wherever it likes, without regard to morality or the rule of law. From the rest of the world's point of view, THAT is the problem.

Nury Vittachi

65,795 Aufrufe • vor 8 Monaten

Bill O’Reilly breaks down why the Iran conflict is far more strategic than most people realize. He predicts the Trump administration is already working a backchannel deal with Beijing over oil — and explains why the U.S. can’t just keep bombing Iran: O’REILLY: “Because of the economy and China.” “China’s a big player here.” “80% of all Iranian oil is sold to China. 80%.” “China needs oil, it gets it from Putin, it gets it from Iran.” “Now I believe there’s a backdoor deal being manufactured now between the Trump administration and Beijing about oil.” “You haven’t heard China say much about Iran, but China’s in there and China does not want all the oil refineries bombed in Iran if it can’t replace that oil.” “That’s HUGE! It’s enormous.” “So there’s a lot of components, there’s a lot of stuff swirling around.”
0:53

Bill O’Reilly breaks down why the Iran conflict is far more strategic than most people realize. He predicts the Trump administration is already working a backchannel deal with Beijing over oil — and explains why the U.S. can’t just keep bombing Iran: O’REILLY: “Because of the economy and China.” “China’s a big player here.” “80% of all Iranian oil is sold to China. 80%.” “China needs oil, it gets it from Putin, it gets it from Iran.” “Now I believe there’s a backdoor deal being manufactured now between the Trump administration and Beijing about oil.” “You haven’t heard China say much about Iran, but China’s in there and China does not want all the oil refineries bombed in Iran if it can’t replace that oil.” “That’s HUGE! It’s enormous.” “So there’s a lot of components, there’s a lot of stuff swirling around.”

Overton

113,418 Aufrufe • vor 5 Monaten

Trump on Sturmer's resignation: I think he's a very pleasant person. But I told him: "You're seriously mistaken about energy policy. You've covered the country with wind turbines, yet you have North Sea oil and you don't allow anyone to extract it." This is one of the largest oil fields in the world, and they haven't even started developing it properly. Do you know that the UK buys a significant portion of its energy from abroad? And from whom? From Norway. And do you know where Norway gets its oil from? From the North Sea. Yet the British sector of the North Sea is even richer than Norway's. But they don't want to develop it for environmental reasons. Well, that's their choice. I told him about this. He's a very pleasant person, in a way even my friend. Although, I have to admit, he didn't behave very well towards us on NATO issues, right?
0:34

Trump on Sturmer's resignation: I think he's a very pleasant person. But I told him: "You're seriously mistaken about energy policy. You've covered the country with wind turbines, yet you have North Sea oil and you don't allow anyone to extract it." This is one of the largest oil fields in the world, and they haven't even started developing it properly. Do you know that the UK buys a significant portion of its energy from abroad? And from whom? From Norway. And do you know where Norway gets its oil from? From the North Sea. Yet the British sector of the North Sea is even richer than Norway's. But they don't want to develop it for environmental reasons. Well, that's their choice. I told him about this. He's a very pleasant person, in a way even my friend. Although, I have to admit, he didn't behave very well towards us on NATO issues, right?

S p r i n t e r

10,479 Aufrufe • vor 2 Monaten