Luqman

3 weeks ago I argued the US goal in Iran is to seize the global oil spigot. Venezuela in January -> Iran in February. Neutralize every supply channel outside the dollar system within 90 days. Achieve a compliant successor government and complete energy dominance. The oil thesis was the obvious layer. However, when you zoom out & view the last four years as a single sequence rather than isolated geopolitical events, the architecture of the grander US plan becomes visible. 1st was Europe, which laid the groundwork. The Ukraine conflict provided the justification for sanctions that collapsed Russian pipeline gas from 150 billion cubic meters to 40. Then Nordstream was destroyed, which rewired the entire European energy system permanently. The US went from supplying 28% of Europe's LNG in 2021 to 58% by 2025, exporting a record 111 million MTs, the 1st country in history to break 100 MT. Europe was transformed from a customer with options into a captive market now purchasing its survival in USD. 2nd was Syria. The fall of Assad severed the critical node connecting China's Belt & Road Initiative to the Mediterranean. The trilateral railway linking Iran, Iraq & Syria, designed to bypass Western maritime chokepoints, was completely destroyed. This isolated Iran geographically & cleared the path for what came next. 3rd was Venezuela. In January the US effectively took control of the world's largest heavy crude reserves. The US Gulf Coast has the most advanced refining complex on earth, specifically built for heavy sour crude. Phillips 66, Valero & the rest are now positioned to process hundreds of thousands of barrels of Venezuelan crude daily. The US captured a massive strategic reserve & solidified its position as the dominant exporter of refined petroleum products, an industry worth $110 billion in 2025 alone. Venezuela & Iran were the two major oil supply channels that existed outside the dollar system. Both produce heavy crude sold primarily to China & evaded US financial supervision. Both now being neutralized within 90 days, which leads us to.. 4th is Iran & the Middle East energy shock. Israel struck Iran's South Pars gas field, the world's largest natural gas reservoir. Iran retaliated against Qatar's Ras Laffan, the single largest LNG facility on earth, responsible for a fifth of global supply. QatarEnergy's own assessment is that 17% of export capacity is gone and recovery will take up to 5 years. The Strait of Hormuz is closed. European gas prices spiked 70%. Asian spot prices doubled. The only remaining scaled supplier? The United States. If Iran falls & a successor government is installed that the US controls or influences (the Delcy model described weeks ago) then roughly 40 to 45 million barrels per day of global production out of 103 million is effectively under US control. OPEC becomes irrelevant because the US coalition is now the marginal producer. Now add the gas dimension & it goes beyond oil. This war is solidifying the petrodollar system as it evolves into a hybrid petro/LNG-dollar. The old system was built on Saudi crude priced in USD. The new system is built on American crude plus American gas from the Gulf Coast, with no alternative supplier of comparable scale. The dependency is deeper because LNG infrastructure requires long term contracts & regasification terminals that lock buyers into supply relationships for decades. Europe & the Pacific allies (Japan, South Korea, Taiwan, etc.) cannot pivot away as there is nowhere left to pivot to. They're now locked into the US energy system. The market confirms this. DXY went from 96 to 101. Gold down ~20% from its January all time high. Bitcoin down 20% on the year. Brent above $100. European & Asian institutions are liquidating precious metals and crypto to buy dollars because they need dollars to buy the only remaining scaled energy supply. The world is selling its gold to buy American energy in American currency. The dollar is now being weaponized through energy dependency. The structural repricing is happening regardless of how the conflict resolves. But the US grand strategy goes deeper.. Artificial intelligence is a physical industry. It runs on power and chips. Data centers require massive uninterrupted baseload electricity, primarily provided by natural gas. Semiconductor fabrication requires helium & rare earths. By choking the Strait of Hormuz & crippling Middle Eastern LNG & helium production, the US is systematically degrading China's ability to power its data centers & fabricate semiconductors at scale. The US is energy self sufficient, especially with newly captured Venezuelan reserves & expanding Gulf Coast capacity running on domestic gas. On the other hand, China is import dependent & every joule it imports effectively now transits chokepoints the US Navy controls.. Iran was the Belt & Road's overland energy bypass, the corridor that allowed China to mitigate the Malacca Trap. With Iran neutralized that corridor is severed. China faces a world where its compute infrastructure competes for scraps on a depleted global LNG market, while American data centers run at full capacity on domestic energy. Russia is next in the sequence. A post-war Iran reopening under US influence competes directly with Russia for the same refineries in China & India at lower cost. Iran's production costs are lower. Russia loses its last structural advantage in heavy crude & its economic lifeline. Additionally, under the Iran war cover, Ukraine has been opportunistically destroying Russian energy infrastructure & all signs point towards Russia being at the end of the line. The message from Washington becomes very simple: we dismantled two regimes in three months, your economy is about to get crushed, sign the Ukraine deal. Then Trump sits down with Xi holding every card. Complete energy dominance. The hybrid petro/LNG-dollar fortified, Iran cleared, Russia cornered, & China facing the Malacca Trap fully closed with no remaining energy bypass. Israel & the GCC are absorbing the kinetic cost of a conflict whose primary beneficiary, counter to the mainstream narrative, is actually America (First). Qatar offline for 5 years reprices the entire global gas market in favor of US exporters for the remainder of the decade. The Gulf states face years of rebuilding. Europe faces its 2nd energy crisis in four years. Sure, the average American might face temporary moderate inflation & higher gas prices. But if you are the architect of the US empire & you view the rise of China & Chinese ASI as an existential winner takes all scenario, the collateral damage is acceptable cost. Whoever controls the energy corridors controls the monetary system. Whoever controls the monetary system & the energy supply simultaneously controls the compute infrastructure that determines which civilization builds ASI first. The US is seizing all 3.

Our country's worship of white people defies belief. Italians who don't produce coffee are training us who produce the world's best. We would never be trained by Colombians, Brazilians, or Ethiopians because despite their coffee production prowess, they have too much melanin.

CONFIRMED > USA GOVERNMENT is using the IRANIAN WAR to cause a World Economic Crisis to cause a Devaluation of USD$ in order to erase the USA NATIONAL DEBT which is now $39.2 trillion ! Anton Kobyakov (a senior advisor to Vladimir Putin and key organizer of Russia’s Eastern Economic Forum) stated last year on this topic & I posted on last September In a press briefing at the Eastern Economic Forum in Vladivostok on or around September 5–9, 2025, Kobyakov said: “The U.S. is now trying to rewrite the rules of the gold and cryptocurrency markets. Remember the size of their debt — $35 trillion. These two sectors are essentially alternatives to the traditional global currency system… As in the 1930s and the 1970s, the U.S. plans to solve its financial problems at the world’s expense — this time by pushing everyone into the ‘crypto cloud.’ Over time, once part of the U.S. national debt is placed into stablecoins, Washington will devalue that debt… Put simply: they have a $35 trillion currency debt, they’ll move it into the crypto cloud, devalue it — and start from scratch.” He framed this as the U.S. deliberately shifting debt into USD-pegged stablecoins (not “switching to a crypto coin currency” as official U.S. money) to devalue it via inflation or market dynamics, solving America’s debt problem “at the world’s expense.” The debt figure he used was ~$35 trillion. Today, it is now $39 trillion. This war with Iran + oil-market collapse → banking collapse → world depression is all designed to “speed this up”, a perfect tool of War to accelerate this crypto debt scheme. As of March 2026, the now serious tensions & battle incidents involving Iran (including attacks on oil tankers and disruptions to oil exports) have affected global oil prices and markets. The evidence is quite clear that U.S. is engineering a war with Iran specifically to trigger a banking collapse & accelerate a crypto-based debt reset. Quick reality check on the core claim Stablecoins and U.S. debt: Many stablecoins (e.g., USDT, USDC) are already heavily backed by the U.S. Treasuries and dollars. Increased stablecoin adoption can indirectly help finance the U.S. debt by boosting demand for Treasuries, * can be adapted to bringbdebt to qlmlst zero. The U.S. still has to service the actual Treasury bonds held by investors worldwide & a catastrophic world economic collaspe will enable USA to execute this plan Historical parallels: Kobyakov cited (1930s/1970s dollar devaluations) did happen, but they were overt policy moves during gold-standard changes — not a crypto scheme Most Western and neutral analysts called the remarks Russian geopolitical messaging amid U.S.–Russia tensions, not insider evidence of a U.S. plot, but would say that. ..wouldn't they ? Links: x.com/i/status/19648… x.com/i/status/19648… 🌍💰  🌍💰  Summary U.S. Debt Scam via Cryptocurrency    Anton Kobyakov exposed at EEF 2025 a U.S. scam to defraud creditors of its $35 trillion debt ( now $39.2 trillion) by manipulating gold and crypto markets, as he stated: “The U.S. is now trying to rewrite the rules of the gold and cryptocurrency markets.”  - Debt Fraud Scheme: The $39 trillion U.S. debt drives a deceptive plan to cheat creditors using gold and crypto markets as tools for financial manipulation.  - Crypto and Gold Facade: These sectors hide the U.S.’s intent to undermine global currencies, defrauding creditors while maintaining dollar dominance.  - Creditor Defrauding Reset: The U.S. uses stablecoins to reset debt, betraying global trust and evading fiscal accountability.  Global Economic Betrayal: This scam imposes devastating losses on creditors worldwide, destabilizing international finance for the U.S. gain.  Now here we are and instead of years to wait, this WAR has sped up the time frame, & is the prime asset to execute this plan, especially as over 23% of Worlds OIL, GAS & 30% FERTILISER has been cut off and banks being to Break! WTS

@JasonBassler1 Who told you Kenya there is a lockdown?

🌍🔒 Energy lockdowns are here: -Pakistan -Bangladesh -Sri Lanka -New Zealand -Vietnam -Philippines -Slovenia -Egypt -Kenya -South Africa Fuel rationing. Travel limits. Reduced workweeks. All framed as “temporary.” All justified by crisis. Coming to a country near you.

🌍 Africa holds the resources that will power the next 100 years Yet the wealth keeps leaving before Africans ever see it. 🛢️ Oil Nigeria, Angola, Algeria, Libya, Congo 🥇 Gold Mali, Ghana, Niger, Tanzania, Zimbabwe 🔴 Copper DR Congo & Zambia (the EV revolution runs through here) ☕ Cocoa, Coffee, Vanilla consumed by billions, priced by others The uncomfortable truth: 📌 DR Congo has 60%+ of global cobalt. It's one of the poorest nations on earth. 📌 The most coup-hit countries? All sitting on gold & oil. 📌 China, Russia, France & the US aren't in Africa for ideology they're there for what's underground. Africa doesn't have a resource problem. It has a who controls the resources problem🎯 💡 Subscribe to my newsletter for weekly breakdowns on commodities & geopolitics, link in my bio

This is central banking in a nutshell: A group of rich guys go to the king and say: "Hey, you need money for your war. We'll give you all the money you want." The king says: "Great, where's the money?" They say: "We're going to make it up. We'll write numbers in a book and that's your money now." The king says: "What do I owe you?" They say: "You pay us back with interest." The king says: "Where do I get that money?" They say: "You tax your citizens." The king says: "What if I can't pay it all back?" They say: "That's fine. We'll lend you more. Same deal." The king says: "And what do you do with the IOUs I gave you?" They say: "We use them to prove we have money, so we can lend even more money to other people and charge them interest too." The king says: "So you made up money, lent it to me, I tax my people to pay you back, and then you use my debt to make up even more money and lend it to everyone else?" They say: "Yes." The king says: "What did it cost you?" They say: "Nothing." That's literally how the Bank of England started in 1694. The Bank was formed to finance King William's war with France. The king gave the Bank a charter, granting it a monopoly on money. The king could have as much money as he wanted. The bankers could always earn interest. Taxpayers covered the bill. Now replace "king" with "United States Government" and you have the Federal Reserve in 1913. Same story, different country. It doesn't end there. 185 central banks exist in the world today. Across the globe, the governments get as much money as they want, the bankers load their pockets with interest, and the taxpayers pay for it all. Oh, and if you don't pay your taxes, they'll fine you, penalize you, or throw you in jail. The ONLY way out of this is to STOP USING THEIR MONEY. As long as you're using the money that central banks control, the central banks will have control. You have to stop giving them energy. Use a different form of money that they can't control. This is why Satoshi Nakamoto created Bitcoin.

Oops! The Tale of the Great African Triple-Booking A local African chief recently discovered that his backyard was simultaneously a Chinese mine, a US airbase, and a Gulf tomato farm, all while India swapped software for soup and Turkish drones patrolled forests that had already been shipped to the EU as furniture. We investigated how this happened: EU to Africa: “We offer a Preferred Partnership: long-term, sustainable, and neatly wrapped in human rights. We don’t want your soul, just your lithium and a pinky-promise to stop the migrant boats.” US counter-offer: “We’ll build a shiny Lobito railway for those minerals, call it ‘Prosper Africa’, and throw in a used F-16 if you promise to block Beijing’s number.” China: “Whatever they promised, I’ll do in half the time with zero lectures. No questions asked about your elections—just sign this 99-year lease on the copper belt. I’ve brought my own lunch and my own workers.” Gulf States: “Forget railways. We want the dirt. We’ll turn your savannah into a giant vegetable patch for our desert supermarkets and build a seven-star hotel where that forest used to be.” India: “Let’s talk human capital! We’ll give you low-cost generic pills and high-speed IT hubs. In exchange, we just need all your beans and lentils to feed Mumbai. Let’s trade software for soup.” Japan: ”Quality over quantity, please. We’ll give you a high-tech bridge that lasts 100 years, provided you fill our hydrogen tanks and let us study your rare earths in peace.” Türkiye: “Drones! You need drones to protect the wood. And a very large mosque in the capital to look at from the drones. We are brothers, after all.” African Bigman: “Oops. I think I’ve accidentally sold the same acre of land and mines to all seven of you. Actually, blame my predecessor. He sold half of them; I didn’t know.”

BREAKING: The United Nations has voted 123-3 in favor to condemn the enslavement of millions of Africans and the trans-Atlantic slave trade. The three countries voting against it? 🇺🇸 USA 🇮🇱Israel 🇦🇷 Argentina Nearly all of Europe abstained.

They’re not even subtle.

According to investigative journalist Whitney Webb: "One of the main reasons for this coordinated global push to develop digital IDs is because it's deemed essential to... Agenda 2030." "Digital IDs are not really a separate project from CBDCs... CBDCs and digital IDs are meant to go together. And without digital IDs, the CBDC digital finance system cannot exist." "They have to know who you are. And so they want to have your wallet tied to a digital ID, and have that digital ID be mapped to your physical ID through the biometric data collection." "If you don't participate in digital ID, you won't have a legally recognised identity, you won't have rights, you won't be able to access services without it." Credit: @_whitneywebb @BigPictureWatch

NSW Australia is calling for ‘Covid-style’ protocols including fuel rationing and working from home. They’re going to lock people down. Remember Australia is a testing ground. Evidence of energy lockdowns incoming in our report tonight. 7PM ET.

⚠️Lockdown 2.0⚠️The International Energy Agency released a 10-point plan telling governments to restrict driving, ground flights, force remote work, and ban gas cooking. They called it "Sheltering from Oil Shocks." ~ @AaronRDay

My prediction: They’re setting the world’s oil fields on fire to declare an energy emergency : restricted travel, energy consumption & movement To monitor & enforce the lockdown they will demand compliance with surveillance tech Whatever happens DO NOT COMPLY THIS TIME

ENERGY LOCKDOWNS are coming! If you thought COVID was bad, that's nothing compared to the energy lockdowns now being pushed. The International Energy Agency now wants "alternating license plat restrictions" (among other things), where you're not allowed to be on the roads on certain days. They also want to reduce all road speed limits everywhere, so that traveling by road is increasingly suffocating and slow. Their 10 Recommended Measures: 1) Work from home — Remote work could cut oil use from commuting by up to 6% nationally. 2) Reduce highway speed limits — Lowering limits by at least 10 km/h reduces fuel consumption for cars and trucks. 3) Shift to public transport — Increased use of buses, trains, and metros to replace private car trips. 4) Increase carpooling — Sharing rides to reduce the number of vehicles on the road. 5) Adopt more efficient driving practices — Smoother acceleration and braking to save fuel. 6) Car-free Sundays or alternating license plate restrictions — Rotation schemes to limit overall vehicle use. 7) Improve fleet efficiency — Businesses and governments to fast-track more fuel-efficient vehicle deployment. 8) Avoid non-essential air travel — A reduction of around 40% of flights taken for work purposes is feasible in the short term while maintaining productivity. 9) Switch to electric or modern cooking solutions — Encouraging electric cooking and other modern options can reduce reliance on LPG. 10) Leverage flexibility in petrochemical feedstocks — Industry can help free up LPG for essential uses while reducing oil consumption through quick operational improvements. In countries where LPG supplies are under pressure, facilities may be able to switch from LPG to alternative feedstocks such as naphtha. Gosh, it almost seems like the war was PLANNED as a way to take away your liberty... Full report here: iea.org/news/new-iea-r…

Africa’s silence on the US–Israel versus Iran war speaks volumes. Unlike the Julius Nyereres, today’s generation of African leaders offers nothing; when you travel with them, you had better carry your own return fare or keep a lifeboat close at hand. cfr.org/articles/afric…

My friend is looking for his kids. Reach out to @CKMahea if you have any info. Also retweet this widely ifikie wengi!

For Afriça to develop, We need to start producing critically thinking children, not God-fearing children.

In the last 13 years, we have borrowed over KSh 11 trillion and done nothing to become energy secure. This regime has borrowed KSh 4 trillion in less than four years, yet hasn't invested even in a single power plant. Our day of reckoning is coming.

Someone said this: “once your kids no longer depend on you for food and survival you are left with the relationship that you cultivated or lack thereof.” I think it makes a lot of sense

The petrodollar system was formed in 1974 to keep the US dollar dominant. Every country in the world had to buy US dollars to purchase Saudi oil, propping up American economic power. In this thread, I'm covering how this system is breaking - and how it directly affects you.