Gangster behavior: take out the “military targets” on an island because our Adenoid Hynkel thinks that action makes the Iranian infrastructure vulnerable while cratering the global oil market. It’s not like mistakenly targeting girls schools for Tomahawk missiles. Regime change is not as easy as suppressing votes.
The biggest con in history has been the US doing the dirty work of others at a billion taxpayer dollars a day, because of the Trumpian appetite for warlike mayhem and beta-like submissiveness.
Hormuz choking versus a Red Sea diversion for oil transport reveals some short-term adjustments in the global oil supply. The beneficiaries come in secondary areas, as with the Venezuela abduction attack where Trump donors connected to US refineries and transport profited from adjustments in the flow of oil capital. This is how suspending the Jones Act can be profitable for Trump’s cronies as the US moves to exempt Russian oil from sanctions for at least 30 days. The value of other players’ assets in the supply chain improves. Even global coal gets a bump. Kickback corruption galore in a world that reflags tankers and monkeys with transponders.
Top oil exporter Saudi Arabia is increasing shipments from the Red Sea, but the volumes are far from enough to offset the drop from the crisis-hit Strait of Hormuz, shipping data showed.
Disruption of Supply
- Export Reductions: Iran has faced significant sanctions, limiting its oil exports. For instance, sanctions implemented by the U.S. have severely restricted Iranian oil sales, contributing to a decrease in global oil supply.
- Geopolitical Tensions: Conflicts involving Iran, such as proxy wars or direct hostilities, can lead to disruptions in nearby oil trade routes, particularly in the Strait of Hormuz, through which a large percentage of the world's oil is transported.
Price Volatility
- Price Spikes: Conflicts often lead to speculative trading, driving up oil prices as traders react to fears of supply shortages. For example, tensions in the region can lead to sudden spikes in crude oil prices.
- Market Reactions: The uncertainty around conflicts usually causes a short-term increase in oil prices, affecting economic conditions globally.
Impact on Global Oil Producers
- Gains for Rivals: Other oil-producing countries, like Saudi Arabia and the U.S., may see increased demand for their oil as Iran's presence diminishes. This can lead to increased revenues for these countries during times of heightened conflict.
Removing sanctions on Russian oil is another matter as oil revenue is a prime source of funding for Putin's war in Ukraine. www.ft.com/… Moscow's oil revenue has risen by nearly $7 billion since the US and Israel launched a war on Iran two weeks ago flip.it/...
- Investment Shifts: Energy companies may alter their investment strategies, focusing on more stable regions or investing in alternative energy as a hedge against risks associated with Middle Eastern conflicts.
Strategic Maneuvers
- OPEC Dynamics: The Organization of the Petroleum Exporting Countries (OPEC) may adjust production quotas in response to changing Iranian supply levels or prices, affecting oil prices further.
- Geopolitical Alliances: Nations re-evaluate alliances based on energy needs, which can affect global markets depending on how these relationships shift in response to conflicts.
Qatar's LNG production halt and the effective closure of the Strait of Hormuz have removed shipments from Qatar and the UAE—about 20% of global LNG supply.
How the Iran Conflict and the Ukraine War Are Connected Through Global Energy Markets
Tensions in the Middle East can influence Russia's ability to finance the war in Ukraine
Fortunately the US military is doing the best job it can aside from the shadiness of ‘illegal orders’ that may arise, simply covering for the suppression of Hezbollah/Hamas, which will only spike the market for global terror in the context of state-level racism, ethnic cleansing, and genocide.
The beneficiary is Putin-as-dominatrix getting paid with $7 bn so far with loosened sanctions and not receiving any pain. The clients are really not the winners, as Trump discovered with his ‘modeling agency’. Ultimately there are receipts.
Meanwhile: 6 U.S. service members were killed when their plane crashed in Iraq. But from the time his briefing started, Pete Hegseth didn't even mention those deaths for nearly 9 minutes. Instead, he spent much of that time complaining about media coverage.
In August 2025, ex-Kazakh spy chief Alnur Mussayev claimed Putin holds kompromat on Trump—money trails and sex-crime videos.
As ineffective and irrelevant as Trump’s “opening the (water) spigot” during the SoCal wildfires, his use of the Defense Production Act to restart off-shore drilling seems more to mess with the public relations of the crisis as well as Democrats.
x
The Trump administration invoked emergency powers under the Defense Production Act Friday, ordering the restart of the Santa Ynez offshore oil platform and pipeline along the Santa Barbara County coast bit.ly/40rVn6H
📸 Marli Miller
[image or embed]
— CalMatters (@calmatters.org) Mar 14, 2026 at 12:08 AM
