Then Karl Miller sent me his October 22 assessment of the UAE’s oil and gas system, and spoiled the party. The Emirates have indeed recovered their crude exports. What they have not recovered is everything […]
The East-West line to Yanbu is breaking down, and with it the kingdom’s last reliable route around Hormuz Read Article HERE
This is a follow-up to my previous piece on the economic effects of the Persian Gulf sulfur and urea cutoff. In that piece I argued that the public conversation about the Strait of Hormuz has […]
For seven months, the coverage of the war with Iran has been about oil: tanker counts, the price of Brent, how much is left in the Strategic Petroleum Reserve. Hardly anyone outside the fertilizer trade […]
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 […]
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 — […]
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 […]
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 […]
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 […]
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