Economics
Larry C. Johnson
Economics
Larry C. Johnson: America’s Diesel Surplus Is an Illusion (An Update from Karl Miller)
On paper, the United States should be the world’s safety valve in this fuel crisis. American refineries make far more diesel than Americans burn. But every one of those barrels is already spoken for. Between […]
Economics
Larry C. Johnson: The Squeeze Reaches the Runway: The Distillate War Is Now Cutting Flights
For most of this year I have been making an argument about a fraction of a barrel. Not the barrel itself — the flat price of crude has been a headline anyone can read — […]
Economics
Larry C. Johnson – Judgment Day for the Middle of the Barrel: Karl Miller’s Warning That Diesel Has Stopped Meeting Demand
Has diesel now entered the crisis that has long been predicted? Larry C. Johnson is a former CIA officer and intelligence analyst, and former planner and advisor at the US State Department’s Office of Counter […]
Energy
Larry C. Johnson: The Wrong War: Trump Blames Kyiv for a Diesel Crisis His Own Iran War Triggered
On 14 September 2026, with American diesel having crossed six dollars a gallon for the first time in history, President Trump settled the question of blame in a single sentence posted to social media: “The […]
Geopolitics
Larry C. Johnson: The Houthis Reach the Sea – and Washington Tells Riyadh to Fight Alone
US hegemony in Western Asia deteriorating further Larry C. Johnson is a former CIA officer and intelligence analyst, and former planner and advisor at the US State Department’s Office of Counter Terrorism. As an independent […]
Geopolitics
Larry C. Johnson: The Long Road In, and the Short Way Out: How the West Built Ukraine into a Weapon Against Russia
Across three pieces I’ve written for Sonar21, I have been making one continuous argument: The war in Ukraine was not a crisis that erupted in 2022. It was the payoff of a deliberate, decades-long Western […]
Economics
Larry C. Johnson: Reopening Is Not Restarting: Why Gulf Oil Won’t Come Back When the Strait Does
Karl Miller is out with another report on the state of the oil production infrastructure in the Persian Gulf and, as always, it is a must read. Unfortunately, it is behind a firewall but he […]
Economics
Larry C. Johnson – Sanctioning a Ghost: Europe’s Empty Gesture Against Iran
Once again the EU demonstrates its helplessness. Besides, the Germans are experts in cheating in these matters. Larry C. Johnson is a former CIA officer and intelligence analyst, and former planner and advisor at the […]
Geopolitics
Larry C. Johnson: The Bishkek Declaration: What the SCO Signed, and Why India’s Name on It Matters
The Shanghai Cooperation Organisation closed its 26th heads-of-state summit in Bishkek on September 1 with a joint statement — the Bishkek Declaration — timed to the bloc’s 25th anniversary and signed by the leaders of […]