In a Truth Social post today, President Trump notes the lack of strategic support from the United Kingdom of Great Britain, and the disappointing response from Prime Minister Keir Starmer.
[SOURCE]
President Trump, First Lady Melania Trump, Vice President Vance and other dignitaries participate in a dignified transfer ceremony at Dover AFB for the arrival of six servicemembers killed in Operation Epic Fury. The solemn and silent ceremony is presented below:
O Keeper of the dawn and dusk, hold them beneath Your steadfast wing.
Let the dust of distant roads not dim the light within their eyes.
When the night leans heavy on their shoulders, be the quiet fire in their hearts.
When the wind carries the scent of danger, be the shield they cannot see.
Guide their steps through shadowed valleys, let courage rise like rivers in their veins.
Bring them home to open arms and gentle laughter, and for those who cannot return, wrap them in the eternal peace that no battle can disturb.
~ Amen!
We like the deep weeds, most do not. The geopolitical ramifications of the U.S. confrontation with Iran are vast and complicated; however, to encapsulate one of the most interesting dynamics consider this ‘tldr’ statement to open the discussion with your friends: Right now, Russia is like Amazon during COVID-19.
What follows is not me saying President Trump and President Putin are holding nightly conversations, discussing steps or details, or even obliquely coordinating measures as Trump eliminates the generational threat posed by Iran.
However, I am saying that given the nature of all contact and communication between Trump and Putin, including extensive contacts by their representative emissaries, both Putin and Trump are well aware of each downstream effect from the Iranian confrontation.
Two days after the U.S./Israel began Operation Epic Fury, President Vladimir Putin said Russia should consider shutting down oil and liquified natural gas (LNG) shipments to the EU in advance of the previously scheduled April deadline date when the EU would stop purchases.
♦ First, remember ‘force majeure’ contract nullification is in place for every producer, supplier and transporter in the middle east. Second, with shipments from the Gulf of Oman greatly reduced, LNG prices along with oil prices are increasing rapidly. The result – ships filled with oil and LNG currently on the water are diverting in real time as international bidding for the content of the ships take place.
If Putin stops selling LNG to Europe, and Europe cannot get LNG from the Gulf of Oman, and China/Asia are LNG dependent (not exporting), then where is Europe going to get the LNG to replace what Russia will no longer provide?
Answer: The United States, and to a lesser extent, Norway.
[SIDENOTE: now does President Trump continuously smacking Great Britain about shutting down their North Sea oil and gas operations take on context? Geopolitical foresight? I digress. END SIDENOTE]
The European Commission’s decision to phase out and ultimately stop purchasing Russian oil/gas was made in 2025 prior to the Iran conflict triggering. Europe’s replacement plan included increased LNG purchases from the U.S., Norway and middle east; the latter supply option is now void.
Europe’s decision to stop buying oil/gas from Russia puts them in a very precarious position. The supply option for Europe is suddenly very limited, and Putin’s statement about stopping the flow early was obviously made with this understanding in mind.
Do you remember this moment during the 2015 republican presidential debates when all of the candidates were on stage and leading control outlet Fox News (Bret Baier) purposefully asked the candidates:
…”is there anyone on stage, unwilling tonight, to pledge your support to the eventual nominee of the republican party, and pledge to not run an independent campaign against that person. Again, we are looking for you to raise your hand now if you won’t make that pledge tonight.”
[The moment in video is here] The need for control is a reaction to fear. The question was intentionally constructed to create both an optic and a narrative Fox News, Rupert Murdoch and the republican party were purposefully shaping. Collectively the professional republicans were desperately afraid Donald Trump would run as an independent candidate.
I bring us back to that moment because it is the key to understand where we are even today. This was the core of the matter. This is the “trillions at stake” aspect. This is the economics of the thing as it first manifest.
Why did Donald J Trump stand against them all?
For many years before that moment, a small group of us had been outlining why it was urgent for MAGAnomics to take charge of the U.S. economy; because underneath both wings of the UniParty in Washington DC was a system that few understood.
♦ Prior to 2016, the United States Chamber of Commerce (U.S CoC), a private K-Street lobbying consortium, were the negotiators for every single trade deal done from the office of the United States Trade Representative (USTR).
The U.S. government (USTR, POTUS and Congress) was the trade stakeholder who signed the agreements; however, the actual nuts and bolts of what the trade deal included, the terms and conditions, were negotiated by the US CoC.
The U.S. Chamber of Commerce represented the corporate interests of their Wall Street clients. After all, the corporations paid the CoC and the business model of the CoC is dependent on the corporations.
This is the larger background for how decades of trade agreements ended up with offshoring, the Rust Belt, diminished domestic manufacturing, and increased corporate profits. This is the core mechanics of how a U.S. manufacturing economy was shifted to a “service driven economy.”
The U.S. Chamber of Commerce was writing the trade deals. The CoC would then fund the politicians who would approve the trade deals. The CoC would also finance the presidential candidates.
When President Trump ran for office in 2016, his trade, manufacturing and economic policies were against the interests of the entire business network that controlled trade. The U.S. CoC poured money into Hillary Clinton’s campaign and their main GOP partner in the enterprise, Mitch McConnell.
When Trump won the election, he completely shut out the CoC from any involvement in U.S. trade negotiations. Trump literally put himself, Wilbur Ross, and Robert Lighthizer in control.
An interesting reaction from Beijing highlights an evaluation of risk from the lack of oil flowing from Iran.
According to most evaluated data, China was buying more than 80% of Iran’s shipped oil. That’s according to data from 2025 as analyzed by Kpler and published in January by Reuters.
Iranian oil always had limited buyers due to U.S. sanctions. However, China purchased on average 1.38 million barrels per day of Iranian oil last year, according to Kpler. That represented about 13.4% of the total 10.27 million bpd of oil it imported by sea.
With President Trump previously cutting of discounted oil from Venezuela, two things unfolded. First, the Venezuela oil was no longer sold with non-petrodollar currencies; Venezuela oil is now being sold on the standard oil market. Secondly, with the Venezuela oil disrupted China would become even more dependent on Iranian oil shipments if they wanted to retain the discounted rate.
How big is the financial difference? According to Reuters, “Iranian Light crude has traded at around $8 to $10 a barrel below ICE Brent on a delivered basis to China since December.” … “That means Chinese refiners save about $8 to $10 a barrel if they buy Iranian Light rather than non-sanctioned oil.”
Additionally, as noted before Operation Epic Fury began, “Iran has a record amount of oil on the water, equivalent to around 50 days of output, as China has bought less because of sanctions and Tehran seeks to protect its supplies from the risk of U.S. strikes, Kpler said.”
Buying discounted oil from Venezuela, Iran and Russia resulted in billions of dollars saved by China. The only production venue not currently disrupted would be purchases from Moscow. This increases the dependency, but the purchase price may no longer carry any discounted value, at least not at the previous rate.
About a month ago President Donald J Trump bombed Caracas, engaged the U.S. military with a direct firefight against Venezuela military & security forces, then snatched regime dictator Nicholas Maduro out of the country to face criminal charges in the United States.
Yesterday, Maduro’s replacement, President Delcy Rodriquez, stood on the steps to the Venezuela presidential office and publicly thanked Interior Secretary Doug Bergum for the kindness and support of President Donald Trump.
That reality represents a level of hemispheric ‘ultimate boss’ that boggles the mind. But wait, it gets better. There’s video (prompted):
Before going further to current events, let us remind ourselves of a few details.
Sandwiched between the Venezuela Maduro operation and the recent Operation Epic Fury in Iran, approximately three weeks ago, Gen. Dan Caine, chairman of the Joint Chiefs of Staff, and Defense Secretary Pete Hegseth convened a gathering in Washington of all the defense chiefs and senior military officials from 34 Western Hemisphere countries.
As most of you will remember, securing the national security of the entire Western Hemisphere, was outlined in the national defense strategy document [SEE HERE] released by President Trump. In addition to setting the priorities for the United States focus, the report details the Trump administration perspective on the world as broken down into specific regions. The report is a brutally honest review of the current state of geopolitical benefits, risks and threats as they pertain to vital U.S. interests. The report outlines a critically renewed focus on the Western Hemisphere.
Now, back to Secretary Bergum’s visit.
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 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.
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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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.”