Big things are happening quickly as President Trump continues to disrupt historic global structures of control and influence.

The United Arab Emirates (UAE) has announced they are leaving OPEC in order to manifest their own sovereign economic destiny and increase domestic oil production without the limits and rules of the OPEC cartel. This is a significant alignment with President Donald Trump who has actively argued against the OPEC assembly and the oil price controls they have historically imposed.

DUBAI, United Arab Emirates (AP) — The United Arab Emirates said Tuesday it will leave OPEC effective May 1, stripping the oil cartel of one of its largest producers and further weakening its leverage over global oil supplies and prices.

The UAE’s decision had been rumored as a possibility for some time, as it pushed back in recent years against OPEC production quotas it felt had been too low — meaning it wasn’t able to sell as much oil to the world as it had wanted.

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Following direct remarks from both Commerce Secretary Howard Lutnick and U.S. Trade Representative Jamieson Greer, a triggered Canadian Prime Minister Mark Carney says the U.S. will not be permitted to dictate terms of the USMCA renegotiation, now scheduled for formal talks with Mexico only beginning May 25th.

According to the Canadian leadership they do not need the United States in order to maintain their economy.  The unfortunate people of Canada are very close to finding out exactly what that level of arrogance delivers.

USTR Jamieson Greer was just in Mexico meeting with Mexican President Claudia Sheinbaum and the Mexican trade delegation. “Mexico’s economy minister Marcelo Ebrard ​said on Monday that ‌formal negotiations to review the U.S.-Mexico-Canada trade pact, known ​as the USMCA, ​are due to begin the ⁠week of May ​25.”

“Tomorrow and this afternoon we ​will hear the U.S. side’s views. Once that is done, ​we will move ​on to the next phase, which ‌is ⁠formal negotiations. We expect formal negotiations to begin the week of May ​25,” ​Ebrard ⁠said following a meeting with U.S. Trade ​Representative Jamieson Greer.” {source}

Meanwhile Canadian Prime Minister Mark Carney continues talking to his domestic audience about fighting Donald Trump and refusing to accept any terms that do not meet his current pontifications: “It’s not a case that the United States dictates the terms. We have a negotiation, we can come to a mutually successful outcome – it will take some time,” he continued.

In Washington, Trade Representative Jamieson Greer said unless Canada engaged in talks about broadening the so-called rules of origin that allow goods to enter the United States tariff-free, Washington might have to impose other border controls. {source}

As the rhetoric continues increasing, the possibility of a full block against the import of Canadian goods increases.

It is worth remembering, the recent Supreme Court decision that overturned the IEEPA tariffs also reinforced the unilateral power of the U.S. President to regulate any/all trade with any foreign country including a full block of trade if designated.  Canada is positioned to be the first nation to discover the expressed power of the U.S. President as affirmed by the United States Supreme Court.

One of the reasons why Canadians are oblivious to the potential collapse of their economy is because U.S. media reports are blocked from Canadian social media sites.  One of the infringements within the USMCA is the Canadian Law Bill [C-18, the Online News Act] that blocks information to Canadian citizens that is not supported by the Canadian government.

The people of Canada are stuck inside an Orwellian government constructed echo-chamber unable to hear opposing viewpoints.  They simply have no idea what is heading in their direction.  Which is incredibly ironic considering how much Mark Carney rails against Russian President Vladimir Putin, yet Canada has more restrictions on information than Russia.  Think about it. The need for control is a reaction to fear.

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Anyone can tell those nations who are at greatest risk from the current oil/gas shortage are those nations who either: (a) do not have the infrastructure or capability to derive their own oil/gas, or (b) those nations who intentionally chased the “net-zero” climate change nonsense and thereby created the same problem as group (a).

The middle east oil/gas disruption is clearly showing which nations intentionally put themselves into the worst possible position.  The U.K and Europe are at the top of that list.  In this 20-minute recap, Mike Steger expands on his former outline about a new global reset and points out how the crisis in Iran is only a symptom of a more structural geopolitical shift that is underway and irreversible.

Steger’s analysis explores how the United States is mobilizing its industrial base, securing global energy flows, and positioning itself for a new century of economic and strategic dominance. From emergency energy directives and nuclear expansion… to the rebuilding of the American grid and supply chains… to the unraveling of Europe’s political order — this is a turning point moment. The question is not whether the world is changing, but rather who will shape what comes next. WATCH (prompted):

TIMESTAMPS:
0:00 A new American century begins
2:30 The global energy crisis explained
5:15 Trump’s industrial strategy
8:20 Ending the climate agenda
10:50 Defense Production Act mobilization
13:50 Rebuilding America’s energy system
16:25 The global order shifts
19:10 Final message

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Consider the amount of money involved in the trilateral USMCA trade agreement.  It’s not just about trade and commerce between the USA, Canada and Mexico; the totality of the equation is derived from all of the third-party nations who trade into the North American trade bloc.  There are tens-of-trillions at stake.

As we have outlined for several years the trilateral trade agreement has several material flaws.  With the U.S. economy as the primary consumption economy, both Mexico and Canada derive significant benefits within the USMCA.  Additionally, both Canada and Mexico leverage their unique positions to gain economic benefit from third parties who want to use either country as a backdoor into the U.S. market.

President Trump has long wanted to eliminate the trilateral trade deal in favor of two more controllable bilateral deals, one with Mexico and one with Canada.  In large measure this approach is specifically to end the exploitation by third parties.  President Trump also noted in his discussions with Canadian Prime Minister Mark Carney that the primary function of the USMCA was to eliminate NAFTA.

Keep this in mind.  The purpose of the USMCA was to eliminate NAFTA.

Now we enter the phase of the USMCA where President Trump can exit the agreement or modify the core foundation of the agreement.

For the past fourteen months Mexico has been modifying their trade and economic policy in anticipation of a USMCA change. However, for the past fourteen months Canada has been combative against President Trump, stoking anger toward Trump, and the government of Canada has been openly proclaiming their intention to economically and politically fight and defeat President Trump.

Again, remember the scale of the money involved here.  Additionally, Canada doesn’t have an organic economy if they cannot exploit their market access.  If Trump restricts third party exploitation, Canada loses massive amounts of money.  This is the baseline for Canada’s reluctance to open up the USMCA for renegotiation; they cannot lose their third-party loophole or else they are really in a bad place.

This sets the stage for trillion-dollar interests to frame opposition not only toward President Trump, but also toward any of his economic team who are in alignment with the renegotiation of the USMCA.  Commerce Secretary Howard Lutnick is chief among those targets along with U.S. Trade Representative Jamieson Greer.

Commerce Secretary Howard Lutnick outlines the issue in the first part of this recent discussion. WATCH:

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U.S. Ambassador to the U.N. Mike Waltz appears on CBS Face the Nation to discuss the difficulty of negotiating with Iran, a regime based on fanatical religious zealotry and control.  The video and transcript are below:

[Transcript] – MARGARET BRENNAN: Imtiaz Tyab reporting from Dubai. We turn now to the U.S. Ambassador to the United Nations, Mike Waltz, who joins us this morning from New York. Welcome back to Face The Nation, ambassador.

AMBASSADOR MIKE WALTZ: Thank you, good to be with you.

MARGARET BRENNAN: So the President said Iran broke the ceasefire, but he is still offering them a deal. Is this a presentation of terms, or should we expect an actual, prolonged negotiation?

MIKE WALTZ: Well, I think this will be a continuation of the terms that the vice president offered a week ago. And look, we have to take a step back here in that – President Trump, the US Navy is controlling what is coming out of the straits. We’ve had the highest level engagement in the history of the Iranian regime, with the vice president leading. We have historic ceasefire talks going on between the Israelis and the Lebanese. The markets are up. Oil prices are relatively stable. The Iranian economy is devastated, and they’ve never been, I can tell you here at the United Nations, they’ve never been more diplomatically isolated. So Iran does not have the cards, and we are confident they will come to the table and finally give up their obsession with having a nuclear weapon.

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In a series of posts on Truth Social, President Trump has announced that a deconfliction deal with Iran has been agreed.

It appears the blockade was successful in finally convincing Iran they had very few options.  Additionally, as we all well understand here, the blockade was halting oil shipments to China. It is very likely that Beijing was also putting pressure on Iran to reach a deal.

[SOURCE]

“THE STRAIT OF HORMUZ IS COMPLETELY OPEN AND READY FOR BUSINESS AND FULL PASSAGE, BUT THE NAVAL BLOCKADE WILL REMAIN IN FULL FORCE AND EFFECT AS IT PERTAINS TO IRAN, ONLY, UNTIL SUCH TIME AS OUR TRANSACTION WITH IRAN IS 100% COMPLETE. THIS PROCESS SHOULD GO VERY QUICKLY IN THAT MOST OF THE POINTS ARE ALREADY NEGOTIATED. THANK YOU FOR YOUR ATTENTION TO THIS MATTER!” ~ PRESIDENT DONALD J.TRUMP

“The U.S.A. will get all Nuclear “Dust,” created by our great B2 Bombers – No money will exchange hands in any way, shape, or form. This deal is in no way subject to Lebanon, either, but the USA will, separately, work with Lebanon, and deal with the Hezboolah situation in an appropriate manner. Israel will not be bombing Lebanon any longer. They are PROHIBITED from doing so by the U.S.A. Enough is enough!!! Thank you!” ~ President DJT

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President Trump talks with Maria Bartiromo about Iran and the U.S. economy. Part II

In this section of the interview, President Trump outlines the ongoing conflict with Iran, what it means on a geopolitical level, and his new perspective on how Trump views the European/NATO allies against their refusal to engage in eliminating the Iran nuclear threat they all consistently debated and claimed to be important.

In short, President Trump no longer looks at the EU allies through the prism of an alliance. As a loyal member of the Council on Foreign Relations (CFR) Maria Bartiromo quickly, VERY QUICKLY, changes the subject.  Don’t take my word for it, WATCH: 

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President Trump appeared for an extensive interview with Maria Bartiromo on Fox Business.  The interview is essentially broken down into two interrelated contexts, the Iran conflict and the overall economic issues.  There are two segments, in this post we focus on the first segment.

Here President Trump is discussing the overall economy and there is an unusual dynamic in the background.   As the Iran conflict unsettles the oil/gas markets and the overall global energy sector, there are two facets to the USA impact.

On one hand, say the Main Street side, President Trump understands the price of gasoline is being impacted by the overall price of oil.  For Americans the increase in gasoline price is moderate compared to the rest of the world; however, each dollar spent on gasoline is a dollar the middle-class doesn’t have to spend on something else. That can have a negative impact on GDP overall, but the dollar spent stays in the U.S. economy.

On the other hand, say the Wall Street side, President Trump also understand as more global markets seek to export U.S. oil, the U.S. energy sector expands GDP through increased export value.  In my estimation, the Quarter #2 GDP is expanding at a much higher rate (due to the export of Oil/Gas) than the internal impact from higher gas prices.  I expect to see significant increases in GDP growth as a result. Those Q2 calculations will come at the end of July this year.

President Trump also hits on a good -albeit politically incorrect-point about the preceding illegal alien influx, supported by Joe Biden.  The economic migrants who entered the country illegally were not -as a whole- the type of migrant looking to be responsible for their own economic outcome. These were illegal aliens comfortable with govt handouts and govt subsidies. This is why it remains critical for the U.S. economy to capture and deport those who entered illegally during that period.

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Vice President JD Vance appeared on Fox News for a discussion of what structural differences exist between the position of Iran and the position of the U.S. and allied nations surrounding Iran’s nuclear ambitions.

JD Vance notes the key point of conflict surrounds Iran’s desire to retain the ability to construct a nuclear weapon and the refusal to give up custody of currently refined nuclear fuel.  Vance also noted the negotiators in the Iran delegation did not appear to have the ability to make a deal without going back to talk to other Iranian officials.

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Arriving at Joint Base Andrews, President Trump delivers remarks to the assembled press pool and answers questions from the media. WATCH:

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