Thank you π
Thank you π
Itβs not surprising. Having lived there, they run a tight security ship. And now itβs a time of war, so it will be tighter.
Are we entering βWorld War Eβ?
In the latest episode of The Focus, John Bruni speaks with @anderspucknielsen.dk.
Could a deepening energy crisis eventually weaken Western support for Ukraine?
#geopolitics #energysecurity
Watch the discussion:
youtu.be/G3BZCeNcmDA?...
Are we entering βWorld War Eβ?
In the latest episode of The Focus, John Bruni speaks with @anderspucknielsen.dk.
Could a deepening energy crisis eventually weaken Western support for Ukraine?
#geopolitics #energysecurity
Watch the discussion:
youtu.be/G3BZCeNcmDA?...
And if the TrumpβNetanyahu war against the #IRGC fails to deliver a decisive outcome soon, the world may face something unprecedented:
America holding the oilβ¦
β¦but the global economy too damaged to buy it.
The clock is ticking.
You lose the right barrels.
Even if the US and Venezuela pump more oil, their crude sits at opposite ends of the spectrum.
That cannot fully replace Middle Eastern supply.
US shale = light, sweet crude
Venezuelan oil = extra-heavy, sour crude
Middle Eastern crude sits in the middle β the grades that produce the diesel, jet fuel, bunker fuel and industrial fuels the world economy runs on.
Lose Middle East supply and you donβt just lose barrels.
Crude oils differ in density and sulphur content.
#Refineries are engineered to process specific blends.
You cannot simply swap one type of crude for another overnight.
#Energy systems donβt work like that.
Some will say thereβs a silver lining.
#Trumpβs βcaptureβ of #Venezuela for American oil interests could expand supply.
But thereβs a problem most people miss:
Oil isnβt just about volume.
Itβs about quality.
#WorldWarE(nergy) is already underway.
#Gulf oil and gas north of the #StraitofHormuz is largely offline.
Russian oil is pushed out of open markets and its shadow fleet is under attack.
Which leaves something extraordinary:
The United States as the last major unconstrained #oil producer.
And if the TrumpβNetanyahu war against the #IRGC fails to deliver a decisive outcome soon, the world may face something unprecedented:
America holding the oilβ¦
β¦but the global economy too damaged to buy it.
The clock is ticking.
You lose the right barrels.
Even if the US and Venezuela pump more oil, their crude sits at opposite ends of the spectrum.
That cannot fully replace Middle Eastern supply.
US shale = light, sweet crude
Venezuelan oil = extra-heavy, sour crude
Middle Eastern crude sits in the middle β the grades that produce the diesel, jet fuel, bunker fuel and industrial fuels the world economy runs on.
Lose Middle East supply and you donβt just lose barrels.
Crude oils differ in density and sulphur content.
#Refineries are engineered to process specific blends.
You cannot simply swap one type of crude for another overnight.
#Energy systems donβt work like that.
Some will say thereβs a silver lining.
#Trumpβs βcaptureβ of #Venezuela for American oil interests could expand supply.
But thereβs a problem most people miss:
Oil isnβt just about volume.
Itβs about quality.
#WorldWarE(nergy) is already underway.
#Gulf oil and gas north of the #StraitofHormuz is largely offline.
Russian oil is pushed out of open markets and its shadow fleet is under attack.
Which leaves something extraordinary:
The United States as the last major unconstrained #oil producer.
Ten days into the intensifying conflict in the Middle East, the situation is becoming catastrophic for millions of children across the region.
Since 28 February, more than 1,100 children have been reported injured or killed in the violence: www.unicef.org/press-releas...
#Iran strikes 3 fuel tankers in #Iraq port of Basra - 1 crew dead and others
3 merchant ships hit earlier in day
Attack on fuel tanks in #Bahrain
#Oman shifts all vessels out of main export terminal
#StraitOfHormuz almost closed despite #Trump bluster
Oil repasses $100/barrel
#IranWar #Israel
Reports of Iranian mining activity in the #StraitofHormuz raise serious questions about global #EnergySecurity β in this Focus Brief I explore whether we may be entering an era of βenergy war.β π
youtu.be/1OoB1j7WMQ4?...
Reports of Iranian mining activity in the #StraitofHormuz raise serious questions about global #EnergySecurity β in this Focus Brief I explore whether we may be entering an era of βenergy war.β π
youtu.be/1OoB1j7WMQ4?...
Absolutely. Iβve been an advocate for a reintroduction of national service in Australia for many years. But as I studied our history with the draft, & the political controversies from WWI - Vietnam, I came to the conclusion that it would be completely politically unsellable.
Yes well said. We see the same sorts of obsessions over Trumpβs health, though largely from those who arenβt fans. And certainly we are far freer to speculate over Trumpβs health than Russians would be over Putinβs.
Thanks Heruy. More needs to be done on this around the world. We see how vulnerable Gulf States are, but in a climate of increasing international crisis, all countries MUST pay more attention to their reserve forces. Itβs either that, or a wholesale drive toward conscription.
Before the #IranWar escalated, I wrote this piece on reserve forces and strategic depth in the #Gulf, now published by the RSDI in Abu Dhabi.
Modern militaries focus heavily on technology.
But war still raises a basic question:
Who crews the systems?
rsdi.ae/en/publicati...
Before the #IranWar escalated, I wrote this piece on reserve forces and strategic depth in the #Gulf, now published by the RSDI in Abu Dhabi.
Modern militaries focus heavily on technology.
But war still raises a basic question:
Who crews the systems?
rsdi.ae/en/publicati...
US Dept of Defense: "No Mercy"
#Tehran resident: "We are under heavy bombardment and I can hear back-to-back explosions. The place they hit has caught fire. Itβs not clear where it exploded, but the buildings are shaking.
They are destroying #Iran"
#IranWar #Israel
Two wars. One global energy system.
Ukraine and Iran are beginning to collide in ways that could reshape global energy security.
Are we watching the beginning of #WorldWarE β the global energy war?
My conversation with @anderspucknielsen.dk drops Friday on The Focus.
Two wars. One global energy system.
Ukraine and Iran are beginning to collide in ways that could reshape global energy security.
Are we watching the beginning of #WorldWarE β the global energy war?
My conversation with @anderspucknielsen.dk drops Friday on The Focus.
Thanks for watching!
Itβs everybodyβs war now Scott, whether we like it or not. Trump & his little mate Bibi has sucker punched us all. Can we bow out of this one? I doubt it. Too much at stake.