You would have to read dozens of energy industry reports to get the information provided here in this exceptionally well-done news segment.

Sky News economics and data editor Ed Conway presents a fantastic look at how the issue with the Strait of Hormuz has impacted the global distribution of energy, oil, LNG and Kerosene (jet fuel), with particular emphasis on the vulnerabilities of the “modern industrialized western nations.”

Conway never points the finger to the “net zero” carbon goals of Europe, the U.K and Australia. However, he shows the outcome of their dependence on production and refining by other non-participating nations. The timelines clearly show, as the Green Energy policies were pushed the vulnerability inherent within any supply shock begins to get worse. This is a very well-presented data-driven analysis that is worth watching.

The last two-minutes also shred the claims by EU and British leadership, and highlights how Europe and the U.K are now dependent on the United States to meet their energy needs. WATCH:

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Three days ago, the Australian government was downplaying reports of a serious shortage of fuel.  Today the Australian Prime Minister gives a national address and warns Aussies to conserve fuel, or else things will get sketchy.

In non-pretending terms: it’s Australia – PREPARE FOR THE SKETCHY!

The leaders of Canada, Great Britain and now Australia have delivered national addresses in the past 36-hrs about Iran, the subsequent energy issues and the geopolitical shifts currently underway they cannot control.  Keep in mind, the other thing these countries have in common is they are four (count NZ in AU) of the Five-Eyes countries.  The remaining eye is the USA, and President Trump is scheduled to deliver his national address tonight at 9:00pm Eastern.

For the folks down under it is worth remembering their COVID-19 experience.  When the government starts saying, ‘we hope you will voluntarily consider doing XXX’, the next thing that comes in the ‘conservation’ effort are government mandates, travel restrictions, lockdowns, rations and severe authoritarian control mechanisms. It’s the Australian way.

For this example, Prime Minister Anthony Albanese delivers “a rare address to the nation” outlining his government’s response to the Middle East conflict and fuel crisis.  “The months ahead may not be easy. I want to be up front about that,” Albanese warns. He then continues, “we will deal with these global challenges, the ‘[¹]Australian way’,” which should forewarn every person in Australia that government control mechanisms are being planned immediately.  Good luck!  WATCH:  

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I always found it rather remarkable that the countries who pushed the Build Back Better agenda the hardest; the countries who pushed climate change and complete restructuring of energy policies the most; were the exact same countries who triggered the expansive sanction regime against Russia. (reminder map below)

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Put this in the USMCA (CUSMA) elimination/negotiation file.  Europe has already been the visible example of what happens when you open your market to low price Chinese EVs.

With the recent agreement by Canadian Prime Minister Mark Carney, Chinese auto manufacturers are now rushing to establish the dealerships, before the Beijing-Canada deal becomes an issue in the USMCA negotiation.

China is NOT going into Canada because they foresee a great market of Snow Mexicans purchasing their low price EVs.  They are going into Canada as a proactive measure to establish a North American footprint with an eye toward the USA.

(VIA MSM) – BYD and Chery are accelerating plans to establish a dealership network in Canada after the country introduced a quota allowing tens of thousands of Chinese-made EVs to enter at reduced tariffs. The rollout will begin in Toronto before expanding to other major cities, with BYD targeting about 20 dealerships in its first year. This marks a significant new front in North American EV competition, as Chinese automakers seek growth outside the U.S., where prohibitive tariffs keep them out.

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This is one of those small stories that carries the potential for significant domestic economic gains.

As many are aware, the U.S. imports a lot of softwood lumber from Canada. Combined with the energy products the lumber sector represents the top two U.S. imports from Canada.  With Venezuela now potentially positioned to replace the former, USDA Rural Development now stimulates domestic lumber development potentially positioned to replace the latter.

Taken as a whole, these two approaches significantly weaken the Canadian leverage that could be deployed in a Free Trade Agreement negotiation.  Assuming, of course, the USMCA is dissolved in favor of two bilateral FTAs.

USDA Press Release – At the Advanced Bioeconomy Leadership Conference today, U.S. Department of Agriculture Administrator for the Rural Business and Cooperative Service J.R. Claeys announced the U.S. Department of Agriculture is guaranteeing $115.2 million across eight states through the Timber Production Expansion Guaranteed Loan Program (TPEP) to ensure sawmills and other wood processing facilities have the necessary funding to establish, reopen, expand, or improve their operations.

Today’s announcement includes recipients in the states of California, Idaho, Kansas, Louisiana, Maine, Oklahoma, Virginia, and Wisconsin.

These investments represent a commitment by the Trump Administration to expand American timber production by 25%, reduce wildfire risk, and save American lives and communities by strengthening domestic wood processing capacity.

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Peter Thiel is well known for his PayPal startup and later Palantir tech investment.  Most people now have a better understanding of exactly what Palantir software and AI interface are capable of.  Palantir AI is now established as a core military system, and the suite of associated products have both military and commercial applications.

At its core, the Palantir product line is about interfacing AI with surveillance software; behavior stuff that permits surveillance and targeting systems through massive database cross referencing and actionable targeting.  I’ll leave the rest of the explaining to those in the comments section who have followed the developing technology.

For his latest endeavor, Peter Thiel has now invested $2 billion in a New Zealand (think five-eyes) based company that assists cattle ranchers with their herds. “New Zealand-based Halter has secured funding at a $2 billion valuation from Peter Thiel’s Founders Fund, marking one of the highest-profile venture investments in agricultural AI to date. The startup, which manufactures AI-powered collars that autonomously manage cattle movement and behaviour, now operates across more than 5,000 farms globally.” (READ MORE) – AND WATCH:

This is WILD.

Peter Thiel just bet $2 billion on a collar that wraps around a cow’s neck.

The company is called Halter and it has a proprietary algorithm that runs the entire operation.

They actually trademarked the name for it and called it the Cowgorithm and here’s how it… https://t.co/jX1SVwjNs0 pic.twitter.com/JKVvQXybsC

— Milk Road AI (@MilkRoadAI) March 22, 2026

Stay with me, this might start to sound odd.

Here’s the explanation of Halter, as it directly relates to the cattle and cow industry:

“Peter Thiel just bet $2 billion on a collar that wraps around a cow’s neck. The company is called Halter and it has a proprietary algorithm that runs the entire operation. They actually trademarked the name for it and called it the Cowgorithm and here’s how it works.

A farmer opens an app, taps a button, and 600,000 cows across three countries start walking toward the milking station on their own. No farm dogs, fences or physical labor, it’s just a solar-powered GPS collar sending sound and vibration cues to each animal.”

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The origin of this issue goes back to 2021 and the relaunch of the Build Back Better European green energy program to fight the non-existent climate change problem.  We have been highlighting the consequences within the EU auto sector.

We noted in October of last year, the EU’s mandated fines against auto manufacturers who do not hit their production goals for electric vehicle sales began in 2025.  EU automakers unable to meet the regulatory compliance goal began purchasing carbon credits to avoid stiff EU fines.  Many of those carbon credits were purchased from Chinese EV automakers, who then turned around and started using the extra EU revenue to discount Chinese cars sold in Europe.

At the same time as Chinese autos hit record highs in Europe, EU car sales are flat or declining.  Now, Volkswagen is announcing they lost half their profits in one year and will be cutting 50,000 jobs in the next four years.

(MSM – Europe) – Volkswagen just revealed its operating profit sank like a stone last year, dropping by more than half as tariffs, Chinese competition, and shifting strategies took a serious bite out of the bottom line. And that performance now has the VW Group’s execs reaching for the cost-cutting scissors, including plans to shed 50,000 jobs by the end of the decade.

The German automaker reported an operating profit of €8.9 billion ($10.3 bn at current rates) for 2025. That’s down a hefty 53 percent from the year before and well below what analysts were expecting. Revenue, meanwhile, barely moved, slipping only slightly to around €322 billion ($374 bn). (read more)

This was very predictable. In essence, EU car companies buy Chinese car company carbon credits, to avoid the EU fines.  The Chinese car companies then use the carbon credit revenue to subsidize lower priced Chinese EVs to the European car market, thereby undercutting the European EV car companies.

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President Donald Trump travels to Corpus Christi, Texas, for an energy briefing and delivers remarks on U.S. energy independence.  President Trump is scheduled to deliver remarks at approximately 4:30pm ET.  Livestream Links Below.

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The Obama-Biden administration couldn’t get the votes needed in Congress to amend the Clean Air Act and regulate “greenhouse gases.” So, they both decided to ignore the law and create trillions in regulatory costs on the American people.

As noted by EPA Administrator Lee Zeldin, “The Trump Admin is proudly following the law, saving $1.3 TRILLION for the American people, lowering new car costs by over $2,400 per vehicle, and getting rid of the climate participation trophy for manufacturers to install Obama Switches that shut vehicles off at red lights and stop signs.” WATCH:

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Media questions begin at 19:31.

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In the past few years people have heard the term “rare earth minerals” or “critical minerals” as they relate to the manufacture of component goods that are vitally important in the lives of everyone.  However, the term “rare” is somewhat of a misnomer.  The minerals themselves are not rare; indeed, they have been around for hundreds of millions of years in abundant supply.  It is the processing of those minerals into stable second stage commodities that has become rare.

As a result of western environmental rules and regulations, U.S, EU and developed nations have outsourced critical mineral processing (the dirty stuff) to China and Asia. We then import the finished commodity after processing.  This becomes a problem when you realize the processor can weaponize western dependency, as we have recently seen with China controlling the export of processed minerals needed for manufacturing.

President Trump has made a strategic decision to bring back the manufacturing of critical minerals to the United States and has made a policy decision to create a critical mineral reserve. Just last Monday President Trump announced a $12 billion strategic mineral reserve to combat China’s domination of critical mineral supply chains, a major step toward tackling China’s advantage in a crucial sector of the U.S. economy.  The initiative is called “Project Vault.”

“For years, American businesses have risked running out of critical minerals during market disruptions,” President Trump said. “Just as we have long had a strategic petroleum reserve and a stockpile of critical minerals for national defense, we are now creating this reserve for American industry,” Trump said during the Oval Office announcement.

Today in Washington DC, Vice-President JD Vance and Secretary of State Marco Rubio led a critical minerals discussion at the State Dept., where they are organizing an effort to get all nations to invest and create their own critical minerals strategic reserves.  WATCH:

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Last week President Donald Trump officially announced the members of the Gaza Board of Peace; an organization headed by President Trump and tasked to oversee the second phase of his plan to end the Israeli conflict in Gaza, specifically the reconstruction and disarmament of Gaza and Hamas respectively. [SEE HERE]

The members of the “Board of Peace,” chaired by Trump himself, includes Secretary of State Marco Rubio; Emissary Steve Witkoff; Jared Kushner; former British Prime Minister Tony Blair; an American-Jewish billionaire named Mark Rowan; World Bank President Ajay Banga; and Deputy National Security Advisor of the United States, Robert Gabriel. President/Chairman Donald Trump has also appointed Aryeh Lightstone and Josh Gruenbaum as senior advisors to the Board of Peace.

At the same time, President Trump announced another executive body that would operate under the Peace Council to assist with the facilitation of a new Palestinian government, the “Gaza Executive Board.” This structure is intended to manage day to day events on the ground instead of a Hamas loyalist govt.  The appointees to the executive board have upset the Netanyahu government of Israel.

According to the White House announcement, the Gaza Executive Board will include: Witkoff; Kushner; Turkish Foreign Minister Hakan Fidan; senior Qatari official Ali al-Thawadi; Egyptian intelligence chief Hassan Rashad; Tony Blair; billionaire Mark Rowan; UAE Minister Reem Al Hashimi; former Bulgarian Foreign and Defense Minister Nickolay Mladenov, who also served as the UN envoy for the Middle East peace process; U.N Representative Sigrid Kagg, and Israeli-Cypriot businessman Yakir Gabbay, who specializes in real estate, technology and international investments.

Additionally, to establish security, preserve peace, and establish a durable terror-free environment, Major General Jasper Jeffers has been appointed Commander of the International Stabilization Force (ISF), where he will lead security operations, support comprehensive demilitarization, and enable the safe delivery of humanitarian aid and reconstruction materials. [link]

According to Israeli media Netanyahu is not happy, and planning to protest the Turkish, Qatari and UAE appointments to Marco Rubio (not Trump):

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