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Importers, Exporters and Producers Trigger Force Majeure Notifications for Gulf LNG Shipments

Force Majeure is a common clause in contracts which essentially frees both parties from liability or obligation when an extraordinary event or circumstance beyond the control of the parties, such as a war, strike, riot, crime, epidemic, or sudden legal change prevents one or both parties from fulfilling their obligations under the contract.

People would be well advised to wait a few days when announcements are made before jumping to immediate conclusions. The announcement by Qatar Energy of a force majeure notification did not originate from Qatar’s inability to produce contractual LNG supplies…..

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…. two days prior to this announcement, India’s top gas importer Petronet LNG Ltd issued a force majeure notice to Qatar Energy and local buyers because its LNG tanker ships were unable to reach the Ras Laffan load port due to the crisis in the Middle East.  Without ships arriving to take the LNG Qatar Energy cannot keep producing.

Qatar Energy operates 14 liquefied natural gas (LNG) trains with a total annual production capacity of 77 million tonnes {SOURCE}.  If ships don’t reach the terminals, there’s no need for Qatar Energy to keep pumping and liquifying from well heads.  It’s a downstream issue.

Bahrain made the same announcement for their refined aluminum exports {SOURCE}. Indonesian company Chandra Asri made the same announcement for petrochemicals {SOURCE}. Chevron made the same announcement two days ago after Israel shut down the Leviathan natural gas field {SOURCE}.  Thus, we see the ramifications for the entire region around the Iran conflict zone and the downstream destinations (Asia and Europe) for energy products therein.

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Treasury Secretary Scott Bessent Outlines U.S. Financial/Economic Stabilization Plan, Backstopping U.S. Action toward Iran

Treasury Secretary Scott Bessent appears on CNBC to discuss the Trump administration policies that were proactively deployed during Operation Epic Fury.

The goal of global financial stabilization is actually part of the strategic planning within the White House, including Treasury, Energy and Interior in alignment with the State Dept., Pentagon and national security agencies.  Part of that plan was the announcement for the U.S. to underwrite maritime insurance to ensure a minimal disruption to the global energy markets.

Secretary Bessent discusses the insurance facet at the 3:00 minute mark of the video below. WATCH:

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Secretary of State Marco Rubio Updates Media

Secretary of State Marco Rubio updates the media on current activity surrounding Operation Epic Fury.

Secretary Rubio begins with an update on what Americans in the region need to know. Rubio asks all Americans to record their status with the U.S. State Department. [State Dept. Website] To get the latest updates visit http://travel.state.gov/destination and enroll to receive alerts directly at http://step.state.gov. Americans who need consular help can reach us 24/7 by phone: +1-202-501-4444 (from abroad) and +1-888-407-4747 (from the U.S. and Canada).

Rubio then outlines the latest report on a drone hitting near a U.S. embassy in Dubai.  A drone struck a parking lot adjacent to a chancellery building and a fire broke out.  No Americans were hurt or injured. The consulate was already on minimal staffing.

Secretary Rubio then provides an update on the general disposition of the conflict effort.  Rubio notes the two most powerful air forces in the world are about to go even more severe in our combat activity deep inside Iran.

The traditional frame of reference for pundits surrounds “the escalation trap.”  Most of them are so stuck in their old Washington DC view of nation building they just cannot see another approach.

How do you avoid the trap? You don’t play the game.

You don’t try to control the outcome on the ground.  You change behavior, without being on the ground.

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President Trump Announces U.S. Insurance Underwriting for “All Maritime Trade Flowing Through the Gulf” Along with U.S. Military Escorts

This is a remarkable position for President Trump to take.  Optimal Solutions:

(President Trump) – “Effective IMMEDIATELY, I have ordered the United States Development Finance Corporation (DFC) to provide, at a very reasonable price, political risk insurance and guarantees for the Financial Security of ALL Maritime Trade, especially Energy, traveling through the Gulf. This will be available to all Shipping Lines.

If necessary, the United States Navy will begin escorting tankers through the Strait of Hormuz, as soon as possible. No matter what, the United States will ensure the FREE FLOW of ENERGY to the WORLD. The United States’ ECONOMIC and MILITARY MIGHT is the GREATEST ON EARTH — More actions to come. Thank you for your attention to this matter! President DONALD J. TRUMP

President Trump will use the full weight of the U.S. military to change behavior in Iran.  Not just to change the regime per se’, but to change the behavior of whoever surfaces to represent the interests of the people.  The change in behavior is the goal.

While this forced shift is underway, the full weight of the USA will also seek to mitigate any collateral economic damage to well behaved economic partners.  Forceful action, optimal stewardship.

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President Trump Announces U.S. Economic Boycott of Spain During Meeting with German Chancellor Friedrich Merz

President Trump holds a bilateral meeting with German Chancellor Friedrich Merz in the Oval Office.  After brief remarks of mutual appreciation, President Trump and Chancellor Merz responded to questions from the assembled press pool.

Chancellor Merz expressed support for the objective of eliminating the regime threat from Iran.  President Trump notes at the beginning how Iran is targeting civilian targets in the region and generating even more support from the Gulf states for the USA.

When asked about the British and Spanish refusal to support U.S. military logistics and deployment, President Trump let the media be aware he is not happy with the position of Spain and the U.K.  President Trump also announced [11:00 of video] an economic embargo of trade with Spain as an outcome of their position.

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President Trump Rejects Premise: The U.S is Not Running Out of Strategic Munitions

There has been an ongoing narrative from the insufferable leftists and professional pundits in opposition, that the United States military will soon run out of missiles, rockets, drones, bombs and lethal munitions.  Given the global stockpiles of these weapons, the underlying premise always seemed absurd.

President Trump responded to the false claims in both a direct Truth Social message and an interview with Politico.

[Truth Social] – “The United States Munitions Stockpiles have, at the medium and upper medium grade, never been higher or better – As was stated to me today, we have a virtually unlimited supply of these weapons. Wars can be fought “forever,” and very successfully, using just these supplies (which are better than other countries finest arms!). At the highest end, we have a good supply, but are not where we want to be. Much additional high-grade weaponry is stored for us in outlying countries. Sleepy Joe Biden spent all of his time, and our Country’s money, GIVING everything to P.T. Barnum (Zelenskyy!) of Ukraine – Hundreds of Billions of Dollars’ worth – And, while he gave so much of the super high end away (FREE!), he didn’t bother to replace it. Fortunately, I rebuilt the military in my first term and continue to do so. The United States is stocked, and ready to WIN, BIG!!! Thank you for your attention to this matter.” President DONALD J. TRUMP

(VIA POLITICO) – […] In a roughly 4-minute phone call with POLITICO, Trump argued that Tehran’s military capacity is being steadily degraded, even as Iranian forces are expected to “keep lobbing missiles for a while.”

“They’re running out and they’re running out of areas to shoot them, because they’re being decimated,” Trump said. “They’re running out of launchers.”

[…] Trump during the interview said, “we have unlimited of the middle- and upper middle- ammunition and things. We save it and we build it.”

“The defense companies are on a rapid tear to build the various things we need,” he added. “They’re under emergency orders. We’re making it fast. But we have unlimited, as stupid as [former President Joe] Biden was, he didn’t use it.”

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Promethean Action Give Their Perspective on UK Reaction to U.S. Strikes Against Iran

Susan Kokinda and the Lyndon LaRouche network give their perspective on the British reaction to the U.S. strikes against Iran.  The analysis has value from a review of the historic relationship of the British imperialist policy toward matters of foreign entanglement and the control mechanisms that have historically flowed from the U.K

As a consequence of British government policy much of the Kokinda analysis accurately touches on the root cause of U.K response. However, the emphasis on the modern UK government as the lead of a global network is not always as severe or ¹complicated as the Lyndon LaRouche network would espouse.  WATCH:

¹Great Britain has imported a large percentage of extreme Islamists.  As Iran is confronted, and as Israel is viewed as a significant beneficiary to that confrontation, the leftist British government -represented by majority base supporting Prime Minister Keir Starmer- is politically trying to retain stability.  Starmer does not want to upset the Muslim population within the U.K.  That is a significant political facet undiscussed in the Kokinda review of British response.

Additionally, the Trump Doctrine in confronting totalitarian dictators, or oppressive government systems, has always been to support the rise of the authentic ‘nationalist’ voice of the nation in question.  President Trump has no personal or policy motive to drive the outcome when the authentic rise of the voice happens. Instead, he seeks to remove the anti-American sentiment carried by the former -hopefully replaced- regime.

In all of President Trump’s prior foreign policy examples we see he focuses on creating opportunity for liberty and freedom, but he does not seek to determine how that liberty and freedom are ultimately expressed – so long as there is no negative outcome to American interests.

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President Trump Delivers Updated Remarks About ‘Operation Epic Fury’

President Trump makes remarks about the ongoing “Operation Epic Fury.”

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President Trump Confirms Ayatollah Khamenei is Dead

Iran’s state media delivered the message this way: “To the noble and proud people of Iran: With the ultimate grief and sorrow this is to inform you that following the barbaric attack by the criminal governments of America and the evil Zionist regime, the true example of faith, jihad and resistance, the Supreme Leader of the Revolution Grand Ayatollah Khamenei achieved the blessing of martyrdom.”

President Trump shares the following message via Truth Social:

“Khamenei, one of the most evil people in History, is dead. This is not only Justice for the people of Iran, but for all Great Americans, and those people from many Countries throughout the World, that have been killed or mutilated by Khamenei and his gang of bloodthirsty THUGS. He was unable to avoid our Intelligence and Highly Sophisticated Tracking Systems and, working closely with Israel, there was not a thing he, or the other leaders that have been killed along with him, could do.

This is the single greatest chance for the Iranian people to take back their Country. We are hearing that many of their IRGC, Military, and other Security and Police Forces, no longer want to fight, and are looking for Immunity from us. As I said last night, “Now they can have Immunity, later they only get Death!”

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Trump Administration Dept of War VERSUS Anthropic, Claude AI

A remarkable conflict has revealed itself amid the use of Artificial Intelligence (AI) software, the United States Government (USG), the Dept of War (DoW) and the AI software company Anthropic.

At the core of the issue is the USG contracting with Anthropic for the use of their Claude AI system for use in military operations.  The Dept of War has a contract with Anthropic to use their software in combination with various military and weapon use systems.  However, Anthropic is putting restrictions on the military application of their AI.

Anthropic says the AI cannot be used for defense dept autonomous weapons that do not utilize human triggering.  Additionally, Anthropic is saying their system cannot be used to surveil U.S. citizens. Anthropic engineers would be the decisionmakers on the government use.

The Trump administration has rejected the demand of Anthropic, saying they will not permit a Silicon Valley group of engineers to determine deployment of U.S. applications, thereby replacing the decision-making of elected officials, military commanders, the Joint Chiefs’ of staff, and ultimately the President of the United States and even military servicemembers who are facing life or death decisions.

It is a key moment for the use of AI as it applies to government application and private sector.

♦ After several weeks of conflict between U.S. government officials and the CEO of Anthropic, Dario Amodei, President Trump finally said enough and told all agencies of government to stop using Anthropic products.

President Trump via Truth Social: “The Leftwing nut jobs at Anthropic have made a DISASTROUS MISTAKE trying to STRONG-ARM the Department of War, and force them to obey their Terms of Service instead of our Constitution. Their selfishness is putting AMERICAN LIVES at risk, our Troops in danger, and our National Security in JEOPARDY.

Therefore, I am directing EVERY Federal Agency in the United States Government to IMMEDIATELY CEASE all use of Anthropic’s technology. We don’t need it, we don’t want it, and will not do business with them again! There will be a Six Month phase out period for Agencies like the Department of War who are using Anthropic’s products, at various levels. Anthropic better get their act together, and be helpful during this phase out period, or I will use the Full Power of the Presidency to make them comply, with major civil and criminal consequences to follow.

WE will decide the fate of our Country — NOT some out-of-control, Radical Left AI company run by people who have no idea what the real World is all about. Thank you for your attention to this matter. MAKE AMERICA GREAT AGAIN!”

♦ Secretary of War Pete Hegseth then responded via X:

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