10 articles
Western sanctions drove Russia's fossil fuel revenues to a post-invasion low of $501 million a day in January 2026. Then the US bombed Iran. Within two weeks, the Kremlin was earning $554 million a day. Then Trump lifted the sanctions. The spring offensive started a week later.
The Iran war just made the US dollar its strongest in months. That's the worst possible news for the petrodollar system. Here's why the dollar rallying on a war that's forcing the world to trade oil without it is the beginning of the end.
Trump bombed 90+ military targets on Kharg Island and claimed the oil was untouched. Satellites show 5 thermal anomalies at the export terminal. Iran called it a red line. The administration has no exit strategy. This is the most dangerous bluff in energy history.
Wall Street currently views the Strait of Hormuz blockade as a temporary logistical delay, capping oil at $90. They are ignoring the devastating geological reality of what happens when Gulf storage runs out and high-pressure wells are violently shut in.
The March 2026 Strait of Hormuz blockade proved a harsh reality. As global oil prices spiked toward $90 and nations faced fuel shortages, electric vehicles insulated owners from a geopolitical crisis using local grid power.
With 20 percent of global oil trapped in the Persian Gulf, Wall Street believes military escorts will restore order. But shipowners are rejecting the US Navy, exposing a fatal flaw in how modern financial markets price asymmetric warfare.
The US just launched unauthorized strikes on Iran while running 38.5 trillion dollars in national debt, paying more in interest than defense spending, and carrying downgrades from all three credit agencies. The bombs are real. The blank check is not.
The US intervention in Venezuela wasn't about democracy - it was about chemistry. Why Gulf Coast refineries, purpose-built for heavy sour crude, made the return of Maduro's oil an industrial necessity.
As Trump announces the U.S. will 'run' Venezuela, the technical decay of the Orinoco Belt suggests that administrative 'control' of the oil fields comes with a $20 billion reconstruction liability.
The IEA says it's happened. In 2025, the world's thirst for oil, gas, and coal stopped growing. Here is what the 'Peak' looks like.