When President Donald Trump and President Vladimir Putin met in Alaska on August 15, 2025, the focus of the geopolitical world was on discussions surrounding Ukraine. Unfortunately, it didn’t take long, merely a few hours, for both the U.S. and Russia to say that no progress was made. However, also noted at the time was both the USA and Russia saying sideline discussions took place surrounding the possibility for a strategic relationship surrounding energy development.
What follows below is a review of the current energy dynamic, specifically surrounding LNG, against the backdrop of the Iran war with a hindsight review of that previous discussion between Putin and Trump.
What most people are missing in their current analysis was something that took place immediately following that Alaska summit six months ago. Something that did not make any sense until now. {GO DEEP PART I HERE}
Three days after that summit meeting, on August 18, 2025, Russia announced they were restarting Russia’s Arctic-2 LNG production facility. Russia would be more than doubling their capacity to generate and store liquified natural gas (LNG).
It absolutely did not make sense that Russia would start producing even more LNG considering the previously imposed western sanctions against them, and the fact that Russia was already overproducing LNG. As noted by analysts at the time:
AUGUST 18, 2025 – Russia’s Arctic LNG 2 export facility, which is sanctioned by the United States, is coming back to life after a year of no activity and is looking for buyers in Asia.
[…] The U.S. and EU sanctions on Russia’s Arctic LNG 2, which was billed as Russia’s flagship LNG project, have effectively frozen the start-up of the export facility in the Gydan Peninsula.
[…] Last year, Russia started shipping LNG from its flagship Arctic LNG 2 project—but not to customers. The shipments were made from the Arctic project to floating storage units either in Russia or in European waters, as potential customers were unwilling to buy the sanctioned LNG. {SOURCE}
In August of 2025, Russia was essentially producing more LNG than they could sell into the available market. Russia was storing the overproduction from Arctic-1 on floating storage units and slowly selling to countries that did not align with the sanctions, specifically China and some Asian buyers. Then suddenly, after the Trump summit, Russia decides to bring Arctic-2 online and produce even more LNG. You can see how this did not make sense.
If they could not even sell all the Arctic-1 LNG output, then why would Russia bring Arctic-2 LNG production online?
That was six months ago.
Suddenly, with the war in Iran being triggered, and with Qatar almost immediately announcing they were shutting down all LNG production, there are dozens of new markets for liquified natural gas. And that current LNG is now worth 50% more than it was when Russia inextricably decided to start producing and storing it.
Apply some hindsight to this timeline. Did Russia know or discover something in August of 2025 that the world would not discover until six months later?
Russia’s behavior in increasing LNG production, then storing that LNG in strategic venues, during a time when there was no reasonable incentive to trigger an LNG output increase, would seem to answer that question in the affirmative.
One thing is certain, all of that previously produced LNG is now worth double what it was when Russia created it, and now the global market is scrambling to get it.
Here is where it gets really interesting….
In October 2025, do you remember me asking why President Trump decided to fly East, to go West to the ASEAN summit in Asia? It just didn’t make sense.
Previously in 2017 when President Trump went to the ASEAN summit, he flew West; Airforce One refueled in Guam. This time in 2025, a few weeks after the meeting with President Putin in Alaska, President Trump flew East, to go West.
Where did he refuel?
That’s correct. President Trump refueled in Qatar, and during the ‘unexpected’ stop he met, yet again, with Qatari leadership.
♦ In May 2025 President Trump traveled to Qatar and had numerous and lengthy conversations, signing multiple strategic defense and trade deals. ♦ In August 2025, President Trump meets with Vladimir Putin, who then begins ramping up production of LNG. ♦ In October 2025, President Trump travels back to Qatar for a curious and unexpected visit.
Less than 36 hours after President Trump began “Operation Epic Fury” Qatar announces they are halting the production of LNG, and as a consequence the price of LNG jumped and a massive supply shift in global trade was created.
The Financial Times – […] The global battle for gas is underway, with Europe on the front lines. Since Wednesday, March 4, at least four liquefied natural gas (LNG) tankers – factory ships with large, refrigerated tanks used to transport LNG over long distances – suddenly changed course. Initially headed for France, Belgium or Spain from Africa and the United States, they rerouted for Asia, according to data from the maritime analytics company Kpler. (read more)
MOSCOW, March 4 (Reuters) – Russia could halt gas supplies to Europe right now amid a spike in energy prices triggered by the Iran crisis, President Vladimir Putin warned on Wednesday, linking the possible decision to the European Union wanting to ban purchases of Russian gas and liquefied natural gas. (read more)
MOSCOW, March 6 (Reuters) – “Our companies are considering opportunities, without waiting for further restrictions from Europe, to conclude new long-term contracts with our partners and redirect some of the gas from Europe to other countries, including India, Thailand, the Philippines and the People’s Republic of China,” Russian Deputy Prime Minister Alexander Novak said.
Next announcement:
[SOURCE]
Six months ago, following a summit in Alaska with President Trump, President Vladimir Putin began producing and storing LNG at a scale and capacity that did not make sense. Six months later, the now massive Russian inventory is worth twice as much as it was, AND the number of global buyers for the Russian LNG has exploded.
Meanwhile, “while China would suffer from oil outages, a Middle East crisis with disproportionate LNG outages might benefit the PRC. Natural gas accounts for a relatively small share of China’s primary energy consumption, the country enjoys substantial domestic production, and it can tap pipeline imports from Russia, Central Asia, and Myanmar. Significantly, many of the PRC’s competitors or rivals—the European Union, Japan, South Korea, and Taiwan—are substantially or even wholly reliant on LNG imports for their natural gas consumption. Dutch TTF natural gas prices are up more than 50 percent against last Friday’s close, fueling concerns of an energy-induced inflationary spike.”
Where is President Trump scheduled to go next?
.
Unlike him, the other EU countries can see the writing on the wall. Most of their leaders appear to have real experience rather than comedy/cabaret schtick and “useful idiot” on their curriculum vitaes.
Well…I beg to differ, more like ‘a few of their leaders appear..’ Orban, Fico and Meloni come to mind. The others not so much, Merz (weasle as he is) only turning because he has Frau Weidel breathing down his neck and in the Netherlands a parliamentary minority TikTok (for real) government has recently been installed.
TDS runs deep in the EU and as a whole the classic ruling parties (Uniparty), the ones responsible for the unfettered immigration, climate boondoggle and Ukraine (what are we even doing there?) ruining our treasuries and economies, are unwilling to admit they failed.
Instead they cling on to the their WEF objectives, continuing to make our lives miserable.
Now with reality biting them in the face with energy shortages and price hikes these pretenders are being caught like a deer in the headlights, clueless for the world to see and hopefully even for the idiots that keep voting for them (and yes, we have voter ID:)
We’ll see what happens is my favourite Trump frase;)
He is still butt hurt about Orban intercepting his $$$$ and gold.
Trying to pretend the EU hasn’t released it and he wasn’t the recipient.
FAFO, Z man.
Duh.
And then he threatens the life of the leader of a NATO country.
Z is an anachronism with no place in the new system. The Ukrainian money laundry is circling the drain along with the NGO kickback political schemes. When Iran’s depraved regime finally falls, we will get a good look at how THAT cesspool fit with the rest. And it does. And we are all going to be surprised. Follow the money.
PDT could stop any and all pushback from Congressional scum, in light of the Hungarian gold and cash seizure from Ukraine, by announcing an audit of all US funds flushed through that corrupted dump. Ms Linda Graham would pucker up pretty fast.
That guy is what we used to call a “weiner”. Just an all around self-seeking idiot.
Anthony comes to mind.
After 71 years I learned what that is:
It is called an “aptronym,” which is a name that is particularly suited to its owner, often reflecting their occupation or characteristics.
Seems fitting for the pedo!
Thank you Dave… Good to Know, easy to remember –
when the nickname is literally “apt”, it is an aptronym.
You mean the way Trump always has the Trump card?
Why are we not hearing about the Ukrainian people raising hell about not being allowed elections? Surely there are networks that WOULD cover it if it was happening. (I know most of ours would not)…
A: Because Z-Bag is a CIA-installed Dictator who shoots and jails his critics, like Charlie, for instance.
Gonzalo, too.
R.I.P., brothers.
Man, I really miss Gonzalo Lira.
They’re too busy trying to survive the winter and find something to eat and cook on.
https://www.reddit.com/r/PublicFreakout/comments/tkfc93/suspected_looters_tied_to_signposts_with_their/
Several years ago there was hundreds of these videos showing a truth about life in Ukraine. Even Pussy Riot did a video that seemed to be mocking Ukrainians and their “culture.” (IDK because I speak neither language.)
Cataline, the question: Is this true?
Yes, but four years old, so far out-of-date as to be disqualified as news, but definitely handy as propaganda in any case..
Z doesn’t bring any valuable skills to Europe.
Not true. He has shown real skill as a nazi grifter. One of the best
But..But…He plays a mean piano. Look Ma, no hands
Exactly where is all that cash/gold, some intercepted, coming from then?
The previous nineteen sanctions packages made no impact on Russia, but did catastrophically weaken the European economies.
The disruptions created by the sanctions also allowed connected Euro elites and Zelensky to maneuver to enrich themselves at the expense of European consumers.
So of course Z wants a 20th shot of loot.
That’s a lot to take in!
Usually folks would consider that a conspiracy theory.
Until it’s a fact.
Interesting that Trump is that deep of a thinker/strategist. He’s so far ahead of everyone it’s unreal.
That is some serious LONG term planning.
Retired Magistrate here: President Trump has been planning this since at least 2020 when he talked a lot about the danger that Iran presented. President Trump had the next four years to perfect his plan. Within the first four months of President Trump’s second term he visited the Middle East to talk about financial benefits and security for the entire area. President Trump sees the big picture better than any other president in my lifetime.
Interesting times we live in and yes I do think that the best is yet to come.
There are videos of Trump in the 80s talking about the lack of respect other countries have for us because of way Jimmy Carter let Iran walk all over us. He thought we should have invaded Iran and taken that government out then. His stance on Iran has never changed, unlike the mushy, feely, corrupt people who have run our government into the ground and bankrupted the people’s treasury.
Say what they will, Trump stands by his beliefs, and while we may not know what or why he’s doing something, he’s the only one who’s stepped forward to try to right this ship. He’s given up more than all his critics combined, and I get tired of listening to them.
It’s refreshing to come here where he is appreciated.
You’re exaggerating a little no ? I can name 3 maybe 4 more people stepping forward -/sarc
Seriously , I believe President Trump was chosen by God himself for a time such as this .
That which the globalists planned for evil (stolen election) God has turned for good.
God started this all by giving DJT the visionary planning leadership mindset / skillset to use at a time like this.
I thank God for all the good plans He is unfolding in our midst.
It doesn’t take away one iota from President Trump but his administration and especially his assembled economic team makes a very deep strategically minded bench.
LNG term thinking.
That was WORDMAN worthy 🙂
LoNG Term Thinking… 2.o
Another Wordman worthy…
The US is also adding massive amounts of LNG export capacity under President Trump.
Remember the Autopen BANNED LNG exports to appease environmental activists prior to the 2024 election year. Biden apparently had no recollection of ever doing so and even denied he ever signed such a ban.
https://energycommerce.house.gov/posts/biden-s-lng-export-ban-is-based-on-politics-not-science
Seems Pres Trump has been thinking on this for the last 45 years.
Yes he has!
Trump is a deeeep genius… WAY beyond Mozart and Einstein.
Lost on people afflicted with TDS and a RINOvirus.
I believe Trump’s major at Wharton was economics.
Yep, the Iranian action is definitely an economic “squeeze play” on China. It’s also impacts Russian drone use in Ukraine. “May you live interesting times”
I…we…have been saying that in another, saner world, the United States and Russia would be natural allies.
And so now we see a pincer movement (as I tend to think about what we are witnessing today) by these two mighty nations.
The Globalists’ world is crumbling it seems. Its vision of complete dominance… with servitude for humanity which those who consider themselves to be gods (per Yuval Norah Harari) have called “surplus to its requirements”…looking less likely day by day.
There is still more chaos and uncertainty to come as the ground shifts in small tremors and large. The continuum of evil is being disrupted.
But in spite of this, am I right to be experiencing more hope than I can remember feeling for a long, long time?
Because I am…
Dearest Lord, be with us and the forces which serve You and Your will 🙏🏻
This developement is a delight. Feel like Fred Astaire and Gincer Rogers off on their happiest dance routines – Pick Yourself Up, The Yam, The Continental – oh; the incipient feeling of ebullience!!
I…we… have been saying in another, saner world, the United States and Russia would be natural allies. Indeed we have.
Now that we can see the strings…😊
Just remember Ginger Rogers had to dance backwards and in high heels with Fred..President Trump is so far ahead of these politicians…bill
Well noticed, bill. She made it look absurdly easy…and for her, it most likely was.
Fred created their choreography.
As with all great partner or group artistic achievements, the whole became greater than the sum of its parts.
Tom Clancy was saying this thirty years ago.
I’m sorry then that he’s not here to see it.
I have just now been re-reading his Jack Ryan books. I am currently on “Executive Orders.”
All great novels!
Yes, Bets, you are right as rain. Hope is growing among the masses while the globalists sweat bullets. President Trump consistently continues to blindside them. It is truly a wonderful job he is doing.
God bless America, and God bless President Trump and his team, and God bless Sundance and his crew for steadfastly putting out factual information helping us all to read between the lines.
And God bless you, friend
MAGA!
Amen, Peace Keeper…
And bless you, my friend.
Amen
The other person in the world who is most alive to oil politics is the head of a country which depends on oil and gas exports for his country’s being able to drag itself out of disaster and poverty of 1992.. President Putin who is a very smart man.
SD, thank you for more excellent “finding the dots and connecting them.”
The best way to thank Sundance is to click on the Donate button located in the upper right corner of this page.
How did Rush put it? “Talent on loan from God”.
There is no other kind, only those who refuse to acknowledge that talent’s origins.
Still missing Rush everyday.
Mega Dittos.
The 5th anniversary of Rush’s passing from among us was Feb. 17.
Besides our loss, AM radio is well and truly dead.
Except not picking DOJ leaders and staff.
Or cutting DOGE-identified waste.
“What most people are missing in their current analysis was something that took place immediately following that Alaska summit six months ago. Something that did not make any sense until now.”
Even now. unless they are CTH readers, I seriously doubt anyone in the [corrupt] Corporate Media Establishment are going to put the pieces together. even if someone does, it is doubtful that the publishing overlords would permit our VSGPDJT to receive credit.
I believe with all my heart, mind, and soul that our Almighty God is far more powerful than all the MSM, nay sayers, and devils put together.
If we all keep the faith and speak accordingly to God’s Word, we will win this fight!
Amen and Amen!
Amen!
Good point, Deplorable_Infidel.
It seems the only things that “make sense” about him to the corrupt corporate media are things they can interpret or spin as being detrimental or derogatory toward President Trump.
I never believed in the “conspiracy theory” that President Trump is a 5-D Chess Master ….
Until now
Long range, strategic planning.
Don’t even have to read the post… Just the headline itself makes me smile!! 😁
Is it time to supply arms to the citizens of Europe, including the UK?
Why? Let them live in the misery they created for themselves.
I don’t want to see Europe and the U.K. fall to the muslims. Elections were likely manipulated as they have been in the U.S. – so maybe not necessarily their fault.
Harry, you are assuming that what the people of Europe vote for actually determines what their leaders do. It does not.
The leadership of most European countries totally ignore what their people want. Examples are Illegal immigration, Brexit, the French/Belgian/Dutch farmer protests and tax protests, the ongoing suppression of populist parties in Europe, etc.
Then there is the unelected and totally unaccountable EU super-legislators who impose burdensome costs and regulations the ordinary people hate but the globalist elites love.
The peoples of Europe might be called “citizens.” They might have the illusion of voting. But they remain what they were throughout history – subjects not citizens, serfs not free people.
Nope, to late for those morons.
See Big Panda? That is what happens when you try to Panda Mask/Dragon-Face someone, whom you have greatly underestimated, and who does not fear you.
This is going to be an interesting visit indeed. Chocolate cake, anyone? 😉
I call him sour milk face 😁
I see the face of Stalin
That’s a state visit that likely will not take place given current events. I for one do not like the thought of our president visiting China right now.
I will go out on a limb with this one … there were some sort of negotiations and agreements made with Russia with respect to support sent TO IRAN and American Hemisphere BRICS clients … should the US be required to take actions related to US “national interests”. Those discussions also included tacit agreements on definitions of “national interests”.
Just a few points of observation:
There has been a noticeable change in the attitude of President Trump’s Team on the Ukraine Conflict.
The Russian Ships headed to Venezuela were recalled.
The US has taken zero action vs the Russian “Shadow Fleet” and only applied lip service sanctions for show when needed.
Consider, how often are there meetings between President Putin and President Xi??
Consider, does China Inc. include the terms-words BRICS or Russia in there grand scheme announcements?? China Inc. is the focus and beneficiary.
China Inc. and Russia (USSR) have been in a close “commercial” relationship since the 1920’s but the relationship stops at that point. They have cooperated to counter powerful external threats … Japan, US and UK. They are also in the second breath RIVALS.
Expect pragmatic approach from this administration.
The EU cannot afford their little globalist pig war in Ukraine any longer….
US gas and oil sanctions against Russia have failed to influence the Russians very much if at all. Why do we in the US have those sanctions in place? Those sanctions were put in place prior to 2016 if my memory serves……..by previous administrations.
What would be a most excellent excuse to remove those sanctions more than the current energy situation?
The entity now hurting the most from those sanctions is the EU……..they have literally cut their own throats and must cry “uncle” and must do so very soon.
The president has a leveraged position to demand lots of changes.
Zelensky has surpassed his use by date.
They are also uncomfortable neighbors, with Russia in possession of pretty vast natural resources. Just sayin’.
My feelings exactly JoAnn!! A lot of natural resources up north and a lot of people needing natural
resources down south!
Praise GOD!!! Fight! Fight! Fight!
They deserve this and so much more.
Looks like the EU just ran the car out of gas.
Honey is the wind blowing can we turn the heat back on?
How long before the EU starts buying Russian LNG and oil one way or another?
Russia neither wants nor needs to deal with all the complications presented by EU or did I read what Putin said wrong? Force majeure – he’s DONE!
Don’t they have windmills?……😏
😄
And tidal power hydro generation.
First “dumb mistake”: To allow (someone …) to blow up the pipelines.
Second “dumb mistake”: To never repair it!
We did it. And we have LNG for sale.
When will this be broadcast on the evening news?
Republicans have a big energy problem. Unless gas prices start to go e down again, and a lot, instead of staying back up, and maybe even going higher, they will lose the House this next election.
Gasoline prices in the United States have surged dramatically in the past week, reaching an average of $3.41 per gallon on Saturday, March 7, 2026, according to AAA. This represents a 14% increase from the previous week and marks the highest level since 2024. The spike follows escalating military conflict involving the U.S., Israel, and Iran in the Middle East, which has severely disrupted global oil supplies.
Prior to the slight increase in gas prices, there was 50 other “reasons” the predictors were saying the house will be lost. Funny that.
Agreed. I filled my tank on Monday in anticipation for the gas hike after the start of the war. Went by WalMart to top off my emergency supplies and the price had spiked by 60 cents in 4 days. Hopefully this will resolve well before the mid-terms.
I’m a Trump supporter to the core, but not a fan type. Fuel prices jumped 40 cents in the two hours I was at the gym last night. Overall they’re up 60 cents from before the start of the Iran action. I believe it’s opportunistic scalping in general, but if so Trumps enemies will absolutely try to keep those prices (think C19 2.0) and use it by hammering “affordability” in the MSM.
Gas prices will hopefully be nothing like the Biden/Harris years..2021-$3.09, 2022-$4.06, 2023-$3.63, 2024-$3.43 average per gallon..and double that if you lived in CA, AK, HI.
Gas prices went DOWN in my neck of the woods. (Ga) 20 cents a gallon…From 2.69 to 2.49 regular
Oh no!!!! Guess what, they are still lower than in 21, 22, 23, and 24.
Look an Epstein list! Right there, over there….oh, oops, look gas prices are going up!
So, a temporary spike in gas prices got you worried? What worries me is that worthless Republicans can’t see the issues or the big picture.
Trump makes all the previous Presidents that I have been alive for look like high schoolers (maybe with the exception of Reagan).
Wow.
Merit!! We should be giving How Stupid are You? tests to every single politician before we vote for them. It’s not about whether or not we like them any more. The bar has been raised.
“If the Middle East did not have oil it would be like Africa” General Wesley Clark
Bingo.
The spice must move.
Maybe, but the ME has deep water ports while (according to what I recently read) Africa does not. That has been their historic weak link despite having abundant natural resources.
It is true. Thomas Sowell pointed this out some time ago. African development has always been hampered by the fact that it doesn’t have any place for a ship to load/unload. Just think about how important the Chesapeake Bay is to the US even today.
There’s another, weaker link.
We are beginning to see why the globalist fought so hard to stop Trump .
I’m loving it !
Thanks to Sundance for putting all that is happening into words for us to understand !
Ditto!
This could be a dangerous trip for Trump to take now.
Hope President Trump does not go. Don’t trust China and who’d do what if they hurt him? Definitely not our congress.
The Han Empire does not have ‘partners’. Other countries are either tributaries or rivals/enemies.
They also do not believe in ‘win-win’ from what I have seen. Their mindset is everything is a zero sum game. If they win if must follow that you lose, and vice-versa.
Their Mideast “partners” are just Uyghurs with oil.
Modern day Stalin
Wait a second! Isn’t LNG against the rules of the EU climate alarmists? Have they given up on that scam.
Why they should be celebrating and building more windmills. Solar doesn’t work well in Britain, maybe Spain.
Oh well.
Needs more zeroes.
Joey Bribes laundered $4 Billion there, just as VP.
So President Trump sees Russia as posing the least risk to the U.S. of our two rivals and so Russia became the future LNG go to.
Hollup!… Waitaminute!… – There’s more:…
https://shanakaanslemperera.substack.com/p/the-invisible-siege-how-insurance
(Long read but *Very Well* worth it…)
TL/DR: – This is it folks, – This is the *Big One*!… – If the author of my linked article’s analysis is correct, it’s Global Financial System/Economic Armageddon, on deck… – Be Advised.
(The IRIN/IRGCN didn’t close the straits, the oligopoly of P&I maritime insurers did, and with them goes the entire war-risk maritime insurance market… – Time to replace: – Anywhere from 6-24 months… (Based on the 2008 inter-bank repo credit crunch and 2023 Houthi shenanigans in the Red Sea, both of which don’t map perfectly to this scenario, by about an order of magnitude…))
Incidently, whilst elaborating the oil > dollar$ > US Treasuries > oil recycle loop, what the author of the piece I linked doesn’t mention is the Yen carry trade unwind (JGB market chaos, etc…) and the second-, third-order, etc., downstream effects of crude oil/petrochems/NG supply shutoff, beyond impact on global fertilizer stocks…
…- Eg: *Everything Else*, downstream of crude oil, eg: everything made of plastic, fossil-fuel pharmaceutical feedstocks, etc….
Which is why the US just backed maritime insurance to the tune of $20 billion.
Yup. – That covers US-flagged vessels… – It’s a good start, no doubt…
…- However, the *Vast Majority* of the Global Commercial Merchant Marine are flagged outta places like Liberia, Panama, etc….
… – Without the P&I insurance, those ships don’t move…
Oh, also… – As it turns out, there aren’t enough Arleigh’s to handle escort duties…
…- The United States Navy, itself, said so:…
https://news.usni.org/2026/03/03/trump-u-s-navy-may-escort-tankers-through-strait-of-hormuz-more-european-warships-en-route-to-med
“While the Trump administration is calling for tanker protection, the U.S. Navy told shipping industry leaders that the sea service does not have naval availability to provide escorts through the Strait of Hormuz, maritime and shipping intelligence service Lloyd’s List reported Tuesday.”
… – United States Naval Institute
Lloyd’s List reported?
Of course they did. They want our shipping insurance venture to fail.
…- The link was to the *United States Naval Institute*… – *Seriously*, reading comprehension is your friend here, anon…
Also, I may be mistaken, but Lloyds of London, P&I Clubs, etc., don’t insure Arleigh Burke-class destroyers…
Why would they insure a USS Navy ship? The US taxpayer insures a warship and the planes? Which I would prefer my tax dollars go to the Navy as opposed to Zelensky and/or Somaliland and the DNC.
Take one through, turn around and go get another ship to escort through the little bit of a narrow passage. You don’t have to baby sit the ship all the way home.
I don’t think this insurance covers only US flagged tankers unless all of the tankers are suddenly flying a US Flag. The US still has a Merchant Marine College?
Sal Mercogliano has talked about this in some detail.
For what it’s worth, I feel the need to elaborate, here… – I’m not dumping on President Trump – The Iranian Mullah regime is(/was… 😉 ) an existential global menace that tasked us to take it down… – Simple as.
…- That being said, this war *Is Not*, strictu sensu, a war fought between the United States(/+Israel?…) and the Islamic Republic of Iran. Rather, it is a war being fought between *Us* and *Them*… – the 99% and the 1%…
…- My thesis: If the analysis contained within the article I linked is correct, and it seems to be, then President Trump has, possibly, been goaded into a trap: – Again, neither the Iranian regular Navy, nor the IRGC Navy closed the Straits of Hormuz, – The Maritime insurance companies (P&I Clubs) did… – If you follow the author’s logic in the piece I linked, then: – P&I market structure and underlying reinsurance is that of an oligopoly; This oligopoly insures *90%* of Global Commercial Maritime traffic; The *Overwhelming Majority* of this P&I/Reinsurance oligopoly is based out of London (*Ahem*, Lloyds, *Ahem*); This Maritime Insurance ‘market’, having just collectively picked up their ball and gone home, due to European ‘Solvency II’ regulations, have basically *Completely F*cked* the global Maritime Insurance market, re: price discovery, risk pricing and modelling, etc., for somewheres between the next 6-24 months, at least…
…- Additionally, considering that this so-called ‘market’ is, as-per-usual, an oligopoly, run out of the proverbial ‘Square Mile’, we can all prolly safely just go ahead and assume that this is *Yet Another* *Rigged Market* (much like, say, COMEX or the LBMA), and one on which London just pulled the plug… – Deliberately.
…- There… – That’s my thesis…
…- Our Warrior better tread carefully, coz these waters is *Deep* and *Swampy*, no doubt…
I went to read it but Substack wanted access to all my contacts and didn’t give me any option to refuse. That’s just too creepy to me.
I just got through, no problem.
Click the “x” and it’ll load.
No “x” anywhere on mine. I’m not sharing my data with anyone. If I give my “contacts” everyone I know will hate me for all the “invites” done in my name?
I bet Europe is regretting that Biden blew up that under sea pipeline from Russia
I’m so sick and tired of Zelensky and his antics. All of this Ukraine BS with the flags and the colors is something that I never agreed with or supported. I don’t know a heck of a lot about what it is all about but I do know that what I see in the media is not even close to the truth. They forced Putan’s hand I know that and I know it has been at the center of corruption and money laundering for many many many years.
They have been selling us a fairy tale and Guilt-ing the ill-informed into falling in line behind them. One thing I do know is that Trump is against it , so automatically the democrats and there ilk are 100% for it .
Trump should have faked them out and said he was All In on Ukraine and the war would be over by now.
Humm.??? I Don’t get it…
How does Russia having Tons of LNG to Sell to China, Help the USA.???
I thought WE{USA} were Trying to get LNG Sales going to Europe.???
How is it that Holland only have 10% in the Gas Tank Good for USA.???
They will be Forced to Buy from Russia, because we have STILL Not got the “Reverse” Pipeline of LNG going to Europe.
China Buys from Russia, Using Money that they make on Trade of 10 Billion “Crapola Widgets” into USA Market,
So, WE(usa) are Funding China Buying LNG from Russia, who then uses the Money from LNG Sales to Destroy Ukraine.
Ukraine may be Corrupt, But, they are OUR Corrupt Buffer to more Russian Expansion into the Natural Resources of the Caucasus and Mid-East.
This Article seems to Insinuate that Trump and Putin have some Side Deal to Screw Europe and the USAs Best Interest.
China is NOT Hurt in this Transaction, as We in The USA are Paying the Chinese for Their “Crapola Widgets”
It is USA Companies that Pay the Tariffs, Which are then Passed on to the US Consumer, Eventually.
NOT the Chinese.
“Lucy; You Got some ‘eSplain’in to do”
How does Ukraine threatening Orban and Hungary fit into your list?
Why won’t Hungary let him have the Missiles.???
What part of the idea of an American Russian alliance to remake the world and destroy the Nazis are you missing here?
Ukrainians Nazis.??? That’s Laughable… They are Just a Corrupt Money Laundering Country for the Politicians.
Both Left and Right and Russian….
They have NO Military Capable of Attacking Outside their Border.
Besides, Remember what happened the Last Time we “Teamed” up with Russia to Kill the Nazis.???
Cold War Ring a Bell, and Millions Slaughtered by Stalin… Mao… etc…
Ukraine is our “buffer”?? Might be yours but it ain’t mine
If Putin gets Back on the “Open Market” by Blackmail… What do you think is going to happen to Romania, Moldova, Bulgaria, Armenia, Georgia, Azerbaijan, Turkmenistan, Uzbekistan, Kyrgyzstan, Turkmenistan, Kazakhstan.???
Having Russia replace the Middle East gas/oil keeps the global price down. It just changes who sells to who.
Putin already Holds the “BlackOilMail” over Central Europe and Sounds like WE in the USA are going to give him the Rest of Europe … and You want to give him Power over the Whole World Price.???
Guarantee You the Price Ain’t coming Down.!!!
Afterall: Russia is just a Big Gas Pumping Station, with NUKEs. And NOTHING Else.!!!
The World is Better Off, with Putin in a Box… And the USA Controlling the Price thru: USA, Venezuelan and Iranian Production Controls.
You should have stopped with
“Humm.??? I Don’t get it.”
instead of going ahead and demonstrating that you don’t get it.
If you “Get It” Midget… Why don’t YOU Explain it to me.!?!?!?
The EU will be buying LNG from the United States at a premium price. China produces their own supplies and buy very little. This is stated in the post.
Not the way this Post/Article makes it Sound… Makes it Sound like Russia has Sooooo Much Stored Up at a Cheap Price, that they will be Supplying EVERYONE at Whatever Price they Want… And that Trump and Putin Arranged this.!?!?!?
China Production of Natural Gas… 2024 …Billion m3..258,000 (Wikipedia)
China Consumption of Natural Gas..2024…Billion m3..425,000
Basically, They Consume twice the amount they Produce.
Very interesting and I’m glad I’m a “Treeper”! Thanks , Sundance, for putting this together. I always thought there might be a different angle to the Iran “ problem.” Looks like PRESIDENT Donald J Trump has got this! Truth is, this is some 4 or 5 D chess. Myself , as an old Air Force Vet, when it’s time to end this Iran thing…..send in the BUFFs!! ( B52s for you normal people 😀)
Another dot to connect. Panama kicked China out of the canal, eliminated a risk point for US
All this energy business and nobody can use the expertise and experience of Humper Biden.
Another sidebar to all this, if I may ???
I don’t believe the Venezuela and Iran military actions were an “accident” or the potential fallout from them a “lucky” collateral pick-up as a result of the US military actions in Venezuela and now Iran …
In addition to the immediate gains from taking out two “bad guys”, the USA is cutting off Communist China’s lifeblood of black oil from these two belligerent and adversarial — to the USA — countries.
Our recent military actions will also greatly reduce the chances of a direct kinetic action across the Taiwan Strait … which I believe was always a consideration from the get-go …
You gotta have secure and reliable energy sources — oil in this case — to prosecute a “war” — like an attempt by China to “take” Taiwan in this case. And the ChiComs are now coming up on the short end of the stick … kinda’ like a replay of how we handled Japan in WW2 from an energy standpoint …
Well played, USA.
this is why we went into venezuela and took out maduro first.we needed to secure an outlet for more oil and cutting off china was just a bonus.pdjt probably figured when we went into iran that there was a possibility of the strait being closed so needed to make sure we had oil to cover the lose.and from what i recall the LNG to the e.u. from russia gets cut off in april,so looks like a customer will be opening up for our LNG.
One thing i am curious about and SD mentioned this.The icebreaker ships trump ordered.where do these fit in???
Icebreakers are going to be needed for any “adventures” of any kind — offensive or defensive — in the Arctic and/or aroung Greenland.
And we’ve foolishly gotten rid of most — not all, but most — of ours over the past several decades …
Russia has been building Nuclear powered icebreakers for years. They have many such ships ready to go because they do not believe in an Ice Free Arctic anytime soon.
Arctic.
Russia has been excess producing LNG since August which they can sell to China and not worry about bad actors damaging pipelines so China should be fine?😁 ?
Not “fine” … their Navy and Air Force don’t operate on LNG , but rather on black bunker oil and aviation fuel … and that’s what they’ll need to be a global force and/or mess with Taiwan …
Oh. I’m still good with this.
China will now have to pay full price for their fuel in US dollars.
China will be fine like you would be fine even if gasoline went up to $5.00.
China deserves some of what they dish out. I agree it’s a problem but I am confident that the 5D Chess player has an idea. And my gas is almost at $4 right now.
Energy has been the primary weapon for the one world government takeover. How ironic that is is their undoing.
Putin is very happy
Oh, Putin is loving this.
He’s the super big winner here.
With all the cheering going on here, I am assuming we have some Russians as regular posters.
We’ve already got you.
Unfortunately.
He’s not gay.
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And the spooks are once again pushing a narrative through their favorite outlet:
https://www.dailymail.co.uk/news/article-15623787/donald-trump-iran-middle-east.html
That was good.
Things are about to get hella expensive. You are happy with that???
Get lost.
Whatcha buying from Iran?
They have already been expensive…Did you not live thought the Biden day?
Just amazing…..
How come illegals and Somalis don’t have to worry about anything?
Never hear them complaining now do we?
Temporary pain for global peace and eventually cheaper oil? Absolutely………
Like in previous wars…the US citizens were asked to make sacrifices. Sacrifices that were not permanent. Forego the trinkets from China and buy what you absolutely need….not what you want. If you dont buy expensive has no effect.
I’ve always said President Trump is a genius. Folks just can’t play at his level.
Can’t tell you how I appreciate you being on top of this, Sundance, and for your ability to distill it down for us Treepers.
God bless!
I generally don’t like to sink this low on a public forum, but looking at that picture of Ursula van der schtinkin, I just couldn’t help but think her shrunken tits are going to get really pointy soon due to a lack of heat.
Apologies more genteel readers.
Utterly repulsive.
Yep, could get poked in the eye.
I am already looking forward to reading Trump memoirs when he leaves office. The book will be epic!
Sundance, you are AWESOME.
So, if USSR has the LNG that is in high demand and their trading currency is in BRICS then how does this help the Petro dollar?
The USSR ended on 12/26/1991.
They need to trade it in the Petrodollar; it’s Russia, there is no Soviet Union.
I’m having trouble wrapping my head around this …. Damn GEOTUS is a genius
Is this why the UK all of a sudden want to send an aircraft carrier to “help” out?
Iran’s final lifeline has just been cut! Following Tehran’s disastrous drone strike on Nakhchivan, Azerbaijan has completely sealed its borders, trapping thousands of Russian and Iranian trucks in a massive logistical gridlock at the Astara crossing. With the Strait of Hormuz closed in the south and borders sealed in the north, Iran is geographically imprisoned. Now, a massive army of 400,000 unemployed and furious Iranian truck drivers threatens to paralyze the nation’s industry and trigger a total regime collapse from within.