Martin
564 posts
🇺🇸🇮🇷 Bessent on Iran War: "Many people, especially the Democrats, underestimate the will of the American people for short-term volatility for 50 years of safety that we are gonna have on the other side of this." x.com/i/status/20371…
BREAKING: President Trump just told 450 million Europeans: sign my deal by Thursday or I cut your gas. And if you think this is impulsive, you are not paying attention. This is the most calculated energy play in American history. Qatar’s LNG is offline. Force Majeure. Ras Laffan shut after Iranian drones hit it on Day 3. Seventeen percent of global LNG capacity gone for 3 to 5 years. Russia’s pipeline gas to Europe was severed after Ukraine. Norway is maxed. Europe’s LNG prices have surged 35 to 50 percent since Hormuz closed. One supplier remains at scale: the United States. Trump’s ambassador to the EU just told the Parliament: ratify the $750 billion trade deal without amendments by Thursday March 26, or lose “favorable access” to American LNG. Now decode the strategic geopolitical chess game which is being played in realtime. Saturday night, Trump posted a 48-hour ultimatum threatening to obliterate Iranian power plants. That was not about Iran. That was about oil prices. He needed them high enough to terrify Europe into ratifying the LNG deal, but not so high that American consumers revolted before the midterms. The ultimatum spiked Brent past $113 and WTI past $100 on Sunday. Monday morning, Trump posted about “productive conversations” and paused the power plant strikes for five days. Oil crashed over 10 percent in hours. WTI hit $89. The S&P surged $2 trillion. He spiked oil to create the fear. Then crashed it to create the relief. The fear makes Europe sign. The relief makes American voters forgive the war. Both moves serve the same president. Both happened within 36 hours. Both were executed with social media posts, not missiles. The $750 billion deal is the permanent monetisation of Europe’s energy vulnerability. LNG. Oil. Civil nuclear. Locked in until 2028. The EU had been delaying ratification for months. Three wars removed every alternative: Iran removed Qatar, Ukraine removed Russia, Norway’s geology removed Norway. What remains is American LNG. Trump is not selling gas. He is selling the absence of alternatives. The 5-day power-plant pause expires Saturday March 28. The EU Parliament votes Thursday March 26. Europe must ratify American energy dependency two days before the war might escalate again. If the pause collapses Saturday and Iran executes Ghalibaf’s promise to “irreversibly destroy” regional energy infrastructure, European LNG prices spike after the deal is already signed. Trump gets the $750 billion commitment at crisis pricing, then potentially triggers the next crisis 48 hours later. The deal locks in before the leverage expires. This is Trump Doctrine in its purest form. He does not separate trade from security from energy from markets. He operates them as one instrument. The war degrades Iran. The degradation closes Hormuz. The closure spikes energy. The spike terrifies Europe. The terror forces the deal. The deal locks in $750 billion. The pause crashes oil. The crash rallies stocks. The rally preserves midterm support. Every move funds the next move. He used the words “Department of War” in the pause announcement. Not Defence. The pre-1947 name. The name that tells Europe: the man offering you gas can resume bombing power plants on Saturday. Yesterday Russia signed a deal to build Vietnam’s first nuclear plant. Today Trump threatens to cut Europe’s gas. Two great powers selling energy security to two desperate continents during the same war. Both profit from the crisis. Both lock in decades of dependency. Both timed the offer to the moment the customer cannot refuse. The strait closed the alternatives. The ultimatum created the fear. The pause created the relief. The deal monetises both. Thursday is payday. Full deep dive analysis: open.substack.com/pub/shanakaans…
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