Fossil Fuel: Trump's attack on Iran makes people money. DHS gets a windfall from more terrorism. Beta TACO Trump punts as CNN reports Trump announced that Israel will “mutually” determine the end of the war.
As David Ignatius asked who is the Delcy Rodriguez of Iran, with the selection of even more hardline Mojtaba Khamenei as Iran’s Supreme Leader, the frying pan has become the fire. The “two-weeks from now” Trumpian time estimate has now returned, especially since leadership decapitation failed to start regime change, leaving ‘both sides’ expending massive amounts of drone, missile, and interceptor munitions.
Trump’s failed vow to replenish the US Strategic Petroleum Reserve makes more money for oligarchs as the price rises which may have been his intent.
Aside from the millions of predictive market dollars made by someone betting 71minutes before the attack, others will be getting rich from Trump’s latest folly. Hold on to your oil stocks and invest in Russian/Chinese oil tankers.
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"Compared to the last maximum disruption during the 1956 Suez Crisis (as a percentage of total liquids demand), this represents the largest oil supply loss in history, by a factor of two
Worse, unlike in past crises, there's zero spare capacity available"- David McNally of Rapidan
— Albert Pinto (@70sbachchan.bsky.social) 2026-03-09T00:40:28.465Z
“But I can’t overlook the likelihood that many of the ayatollah’s supporters will turn out for his funeral, making things a bit uncomfortable. Maybe even dangerous. Plus, it must be an 11-hour flight to Tehran, and I don’t want to travel all that way just to end up sitting next to Obama.” At press time, Trump had reportedly decided against attending, recognizing that his reputation still had not fully recovered from delivering the eulogy at the funeral of Jeffrey Epstein.
theonion.com/...
The Venezuelan crisis underscores the limits of nominal sovereignty. While international law treats states as formally equal, enforcement depends on economic and military power. The U.S., as the largest global economy and military actor, can act with relative impunity. Smaller or non-aligned states attempting similar actions would face immediate sanctions, isolation, or military retaliation. In practice, sovereignty is conditional, shaped by structural inequalities in global capitalism.
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The U.S. intervention in Venezuela is more than a single policy action; it offers a window into how global capitalism really works. Oil, sanctions, and military influence combine with selective interpretations of international law, creating advantages for powerful states while leaving resource-rich countries like Venezuela exposed and vulnerable. The involvement of Russia and China highlights a multipolar struggle over resources and influence, showing how global hierarchies are constantly contested.
newsandletters.org/...
The move triggered immediate retaliation and may provoke a wider conflict that poses serious risk for the oil markets.
The strikes also have the potential to disrupt the global economy, though the extent of that impact will largely depend on whether there are significant disruptions to energy supply or infrastructure, said Moody’s Ratings, which determines the creditworthiness of countries and institutions. Heightened geopolitical risks include potential disruptions to traffic through the Strait of Hormuz and the prospect of collateral damage, the ratings agency said.
www.nytimes.com/...
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For military analysis of Straits of Hormuz,@ProfTalmadge
: "US attempts to reopen the waterway likely would escalate rapidly into sustained, large-scale air & naval operations during which Iran could impose significant economic & military costs on the US"
www.belfercenter.org/publication/...
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— Albert Pinto (@70sbachchan.bsky.social) Mar 1, 2026 at 7:06 AM
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Oil prices to shoot up, a inflationary shock to world economy.
Ppl will want to know why.
There is going to be a media campaign by US, Israel & Gulf Kingdoms that its coz Iran is attacking oil sites in Gulf.
Omitted will be US+ISR fearsome bombing to cripple Iran
www.aljazeera.com/news/2026/2/...
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— Albert Pinto (@70sbachchan.bsky.social) Mar 1, 2026 at 7:11 AM
The recent military actions involving Iran have had significant effects on the oil market, leading to notable shifts in prices and production strategies among various players in the industry.
Profit Opportunities in the Oil Market
Recent Attacks and Their Impact
The attacks on Iran, described as part of increasing tensions involving U.S. military actions, have raised concerns about the stability of oil supply in the region. Iran's production stands at approximately 3.3 million barrels per day, which accounts for about 3% of global supply. Any disruption in this output could lead to substantial price spikes.
Key Players Making Money
1. OPEC+ Members: Countries such as Saudi Arabia and the UAE have anticipated potential disruptions and have already increased their oil exports. Saudi Arabia's crude shipments were reported to have reached their highest levels in almost three years, enabling them to benefit from rising prices.
2. Speculators and Traders: As oil prices have surged in response to geopolitical tensions, traders have capitalized on this volatility. For instance, prices have increased by over 19% just this year due to fears related to U.S. actions against Iran. Oil futures have seen fluctuations, with Brent crude rising significantly in the context of the military build-up and subsequent attacks.
3. Oil Industry Analysts: Analysts predicting the potential rise in prices, suggesting that crude could reach between $80 to $110 per barrel, are also positioning themselves to benefit from the situation, as their insights drive trading decisions.
Market Reactions
The oil market has responded with notable price increases. Initial reactions saw a 2.5% rise in oil prices as traders assessed the potential implications of strikes on Iran:
- Crude Price Changes: Predictions suggest a 9-15% increase in oil prices for every 1% reduction in supply, indicating that traders are already factoring in risks associated with Iran’s retaliatory potential.
In summary, the attack on Iran has created opportunities for OPEC+ countries and oil traders to profit from price hikes caused by supply uncertainties. As tensions evolve, more shifts in the oil market are likely to follow, affecting prices globally.
President Donald Trump, his Treasury secretary and his choice to lead the Federal Reserve believe they can coax the U.S. economy into partying like it’s 1999.
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The war on Iran likely brings a new oil price shock and windfall profits. So, who stands to win? Our research shows: Last time around (2022), the US reaped the largest fossil fuel profits of any country ($377bn). 50% went to the top 1%, only 1% to the bottom 50%.
