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Very Interesting – Saudi Arabia Cancels Oil Shipments to Europe

The Iran-backed Houthi rebels in Yemen reportedly hit Saudi Arabia’s east/west pipeline with drones. President Trump did not strike the Houthi’s.  Despite knowing oil prices would jump, President Trump told Saudi Crown Prince Mohammed bin Salmon to approach the issue carefully.

Reuters, citing an Axios report based on two US officials, said Crown Prince Mohammed bin Salman called Trump twice on Thursday and pressed for military action. Trump rejected the request, according to the report.

Why would President Trump ‘not’ strike back against the Iran-backed Houthi rebels, knowing the drone attack on the Saudi pipeline would only worsen the oil issue?  Well, you won’t read this anywhere else…. However, if Saudi Arabia shut down the east/west pipeline for a while (they just did), then the oil flowing to the Red Sea that ends up in Europe would be halted (it just was).

Think about it.  All of a sudden Europe cannot get oil from Mohammed bin Salmon. So, how does that change the dynamic of President Trump’s desired leverage toward Europe in his approach to bringing Russian oil back into the market.

I hope everyone can see the dynamic.  All of a sudden that Russian oil Europe hates so much, turns into dependency leverage against EU antagonisms against solving the Ukraine-Russia conflict.   This is not happening accidentally.

Oil Price News – Saudi Aramco has canceled or delayed crude deliveries to European refiners after the shutdown of the kingdom’s East-West pipeline cut into one of its remaining routes around the Strait of Hormuz.

At least three European refiners have had late-September cargoes canceled or pushed as far out as November, according to market sources cited by Argus. Two more expect notices covering September supplies.

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President Trump Notes AI is Being Politicized – Danger Ahead

President Trump notes on his Truth Social post how the AI development overall is becoming part of a political operation within the U.S. With President Obama, Elon Musk and Dario Amodei all requesting govt regulatory capture of the AI frontiers, President Trump notes he is opposed to their “conspiracy theory” schemes.

This cleaving was always going to happen. I wrote about it on Christmas Day 2024.

[SOURCE]

What happens next is anyone’s guess.  However, the greatest likelihood is an AI driven ‘October Surprise.’

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Barack Obama Tells Minority Leader Hakeem Jeffries to Organize the AI Control Bill for #1 Priority Passage Following the Midterm Elections

Just as the communists planned the takeover of healthcare as their #1 legislative priority in 2008, so too are the same people now organizing the #1 priority for 2027. This time it’s AI.

BACKGROUND CONTEXT – In the runup to the 2024 election, I was having a lengthy discussion with a CEO of a large tech company about the alignment of Silicon Valley the MAGA election of Donald Trump.

The CEO said to me, “don’t be fooled; as soon as they get this upcoming Artificial Intelligence (AI) system fully developed, big tech will immediately jump back to supporting the Democrats.”

The reason was simple.  Silicon Valley operates on a business plan where only a few, elite trillionaire tech companies control things.  In order to secure their overwhelming market share, they will need regulation to shut down competition.  Those same trillionaires will then write the regulations and attain market dominance.  Everything else between now and that moment when they claim “safety and security” is chaff and countermeasures.

It is with that context that CTH has reviewed the rise of the big AI developers and also reviewed the recent claims by those same trillionaires about the need for urgent and immediate AI regulation.  Their primary reasoning, “safety and security.”

NEW YORK TIMES – Former President Barack Obama warned during a recent private fund-raising event that artificial intelligence technology could be “dangerous” if not properly managed, as he implored Democrats to aggressively develop political and governing agendas to prioritize the issue in the coming years.

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Oil, Gas and Orange Juice

Western financial experts have a self-interest to never explain this issue. Instead, they frame the issue as BRICS seeking an alternate currency in the energy markets. However, the currency or petrodollar is not the issue. At least it’s not the core issue.

What Vladimir Putin, and by extension BRICS, do not want is corporatism -corporate financial control over govt systems- determining prices.

To give you an example of Vladimir Putin’s argument, consider orange juice.

Why should orange juice in California or Florida cost $7/gal, when the oranges are in CA or FL?

Shouldn’t the orange juice in FL or CA be cheaper than in, say, Minnesota? Logic would say, yes.

However, that would mean the corporations who have purchased the OJ production couldn’t maximize predatory profiting, through nonmarket forces, ie. “Commodity trading.”

The same organic supply/demand rule applies to strawberries, or [fill in the blank].

What is setting the price, what the west calls the “market price,” is actually the commodity trading issue. That means Minnesota, Florida and California consumers all pay the same price.  Within the energy sector Putin views this as unfair and unworkable.

To his credit, under normal supply/demand Putin would be selling oil/gas to Europe at much lower prices than “market prices” because the pipelines are in place, the proximity is near and the delivery is cheap.

However, for Europe that means the financial markets would not control energy prices. Europe wants financial control, not cheap energy.

The need for control is a reaction to fear. The financial system, the bankers and the multinational corporations, fears their loss of control.

So, war!

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President Vladimir Putin Explains Why NATO Wants a War Against Russia

Sometimes Russian Federation President Vladimir Putin just nails the issue in a way that is difficult for western voices to deconstruct. This is one of those examples.

Using the reference of the EU recently raising interest rates in an effort to lower energy costs, a seemingly disconnected approach that attaches energy policy to monetary policy, Vladimir Putin outlines exactly why the EU Central Bank approach is used.  This is a really important dynamic to understand.

For a long time, Russia battled with the EU over the pricing process for oil and gas.  Russia, specifically Putin, wanted to sell oil/gas to the EU based on production prices and fair profits.

Europe wanted to buy Russian oil/gas based on “market prices” which are manipulated by speculation and traders.

Putin doesn’t like this pricing approach because it artificially inflates the price based on speculation, trading and inorganic influences.

Instead, Putin always said the “market approach” makes your energy prices go up, even when production capacitary prices go down (productivity).

Producers can provide increases in energy volume at lower per unit levels just by turning a dial on gas volume.  Why would Europe want to pay more, when the cost to deliver a higher volume lowers the per unit price.  The EU never had a good answer, other than that’s just the way the ‘western market’ works.

Concluding the first day of his working visit to India for the BRICS meeting, Vladimir Putin answered a media question about the EU and used this reference to outline why the financial system of the EU is actually the underlying reason for their need to have conflict with Russia.  This is really interesting.

Question: You have spoken at length today about the BRICS countries. I would like to raise a question concerning a nation which, though geographically more distant from here, is perhaps closer to you personally – Germany. As is known, elections have recently taken place in Saxony, where the Alternative for Germany secured a decisive victory. It appears a similar trend is emerging in Mecklenburg-Western Pomerania as well. How do you view these developments?

President of Russia Vladimir Putin: I do not wish to, nor will I, comment on matters of the internal political developments currently unfolding in the Federal Republic.

However, there are points which merit attention in this context – and I will explain why. In my view, all that is now happening across Europe as a whole is the consequence of systemic errors committed by the so‑called West, or, to be more precise, by the globalist circles of the West, in the political, security and economic spheres.

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President Trump Speaks to Journalists Departing from Shannon, Ireland

President Trump stopped to answer media pool remarks as he departs Shannon, Ireland returning to Washington DC.

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President Trump Discusses a “United Ireland” as Prime Minister Carney Seeks “Associate Member” EU Status

On one hand you have Canadian Prime Minister seeking to attain “associate member” status in the European Union {SOURCE}.  On the other hand, you have U.S. President Trump speaking about a “united Ireland.” {SOURCE} At first blush the stories seem disconnected, until you think about them.

Canada is a commonwealth country of the United Kingdom (UK) and seeking to achieve ‘associate membership’ status within the European Union is Carney’s way to counter the geopolitical reset currently underway by President Trump.  A reset that diminishes the influence of Great Britian’s, ie. London’s. historic economic influences.  One way to hit back against the scheme would be to leverage populist sentiment to take down London and Ottawa simultaneously.  That approach would support the breakup of the U.K commonwealth governing structure.  There’s the connection.

As we review the media reports, keep the U.S-Russia “strategic relationship” approach in mind.

CANADA – Canadian officials are negotiating with the European Union for closer ties with the economic bloc in response to the breakdown of trade negotiations with the United States earlier this summer, the Wall Street Journal reported on Saturday—including potentially becoming an “associate member” of the union.

Although the EU is historically not known for allowing flexible membership arrangements with individual countries, European officials are reportedly open to Canada joining as an “associate member,” anonymous officials from both Canada and the EU told the Journal.

This could mark the largest reorientation of the Canadian economy in decades—the U.S. has long been Canada’s largest trading partner, with about  going across the southern border in 2025.

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Commerce Secretary Howard Lutnick Discusses U.S-Canada Trade Conflict

Here’s the fact bomb that silences Canadians almost immediately when delivered.

In December 2024 then Prime Minister Justin Trudeau, told President-elect Donald Trump that Canada could not comply with a renewed trade agreement based on reciprocity because: (1) Canada had deindustrialized; their manufacturing was now “light” manufacturing and assembling of component goods made by others. (2) Canada had legislated energy policy based on climate change, and high carbon emitting industrial production was no longer an option [coking coal burning etc.]. (3) The NATO military spending goal was too high for Canada to reach [they were 19th and it wasn’t a priority because the USA was the crutch]. (4) Internal provincial rules, restrictions and cross-border trade regulations did not align with a Canadian federal trade policy effort, and (5) the political power of the ‘dairy cartel’ inside Canada tied the hands of Canadian trade representatives.

That was the gist of it. That’s why Canada cannot now or ever find a path to a U.S. reciprocal or balanced trade agreement.  #1 and #2 is specifically why Canadian govt officials repeatedly use the word “intertwined.”  They say intertwined because they can no longer function separately. Canada is economically dependent on proximal and economic subsidies from the United States.

That outline by Trudeau led Trump to say that Canada should then become a 51st state….. And, well, you know the rest. Someone in Canada should ask Trudeau about it. The former Prime Minister has no reason to deny it, and too many people were witness. Then, perhaps, Canadians will understand.

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Mexico and U.S. Working Faster on Bilateral Trade Agreement to Conclude Before Midterm Election

The missing aspect in all USMCA/CUSMA trade discussions is the simple fact that President Trump and U.S. Trade Ambassador Jamieson Greer would prefer bilateral trade agreements.  The reason is simple and is highlighted in all the problems with the three-party USMCA.

Two countries can negotiate based on their individual interests; multiple country assemblies get complicated.  Canadian Prime Minister Mark Carney and his “middle power” strategy of multiple interests assembling to create larger influence simply doesn’t work in trade discussion.  That’s the bottom line.

Reuters is reporting the obvious.  Mexico and the United States are racing to reach a bilateral trade deal before the U.S. midterm elections in less than eight weeks, according to six sources in both countries familiar with the talks, an effort made more urgent by the collapse of Canadian negotiations with Washington. Both USTR Jamieson Greer and President Trump have previously said the deal with Mexico would likely come first.

Mexico has played this very well.  Mexican President Claudia Sheinbaum has not participated in any antagonisms toward the U.S. position; they are simply negotiating for their best outcome.  The Mexican government officials don’t try to hide their U.S. dependency under the misguided premise of patriotism.  They understand the nature of the relationship.

If President Sheinbaum wants to keep a strong economy, she needs the USA.  Both leaders want a trade agreement; it’s business beyond politics.  Canada on the other hand is playing pure politics and trying to carve out a deal for themselves the rest of the world doesn’t have.  Canada wants to be excluded from the baseline tariffs applied to everyone, that’s not going to happen.

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Barbara Boyd Looks at German Election Outcome and Ukraine-Russia Conflict Negotiations

Promethean Action’s Barbara Boyd presents her review of the election outcome in Germany, the alignment of Canada with the EU and the Ukraine negotiations headed by Steve Witkoff and Jared Kushner.

“A Saxony-Anhalt provincial election saw Germany’s nationalist AfD win 43.8% to the next party’s 17.2%, prompting alarm in the British press and among EU-linked elites because the AfD campaign pledged to end open borders and halt German funding for the Ukraine war. The script argues the surge reflects a broader European revolt driven largely by economics: China’s industrial strategy and competition are squeezing Germany’s Mittelstand, with the Wall Street Journal cited on job losses and a shift toward importing more advanced machinery from China, while green policies, nuclear shutdowns, and the ban on cheap Russian energy have pushed prices 40–50% higher and cut energy-intensive production by 15%.

It links Germany’s downturn to EU war-mobilization plans, casts doubt on Mark Carney’s planned EU-Canada alignment, and contrasts that with Trump-era peace efforts, including a Trump-Putin call, corruption probes in Ukraine, and U.S. officials downplaying inflation impacts from Canada’s tariffs.”

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