World Energy

Well... call Al Gore, this an inconvenient truth about energy and probably worse than a false "fever" if anyone could turn this into profit it would be him.

🇺🇸 U.S. Oil & Gas: The U.S. sits on 46 billion barrels of proved crude oil reserves, with 60% of that locked in dense underground rock. The Permian Basin, which stretches across West Texas and southeastern New Mexico, pumps out 6.6 million barrels a day on its own, more than every OPEC country except Saudi Arabia. The U.S. is the single largest oil producer on the planet at 13.6 million barrels a day, out-producing both Russia (9.1M) and Saudi Arabia (9.3M). On natural gas, it isn't close: America produced a record 43.2 trillion cubic feet in 2025, roughly a quarter of the world's supply and more than Russia and Iran combined. The U.S. sits on world-class reserves and out-produces every petrostate.

Food for thought. Welcome to the New Great Game: the closure of the Strait of Hormuz is not an outburst, it is a long‑planned move on a board Washington has been studying for decades. Donald Trump’s Iran gamble is being judged against the wrong baseline. Nobody serious expected regime change by airstrike; the bet of Operation Epic Fury was narrow but brutal, halt Iran’s march to a bomb, break the infrastructure that threatens Americans and allies, restore deterrence and, by closing Hormuz, demonstrate that even in a “multipolar” age the United States can still reach for the world’s most strategic chokepoint. The question is not whether Iran looks worse than in peacetime, but whether it is weaker than the Iran we were otherwise on track to face: near‑weapons‑grade enrichment, hardened sites, ICBMs a tested weapon within a year, and implicitly backed by China. Against that counterfactual, a regime that has lost senior commanders, core nuclear facilities and major war‑making capacity has not “emerged stronger”. Nor did this war suddenly hand power to the IRGC. The Guards have run Iran for years; the conflict stripped away the clerical façade and killed many of their most capable officers. They are not true religious believers but calculating military men, interested in power, money and survival more than theology. Such men can be negotiated with, if the terms strip away their most dangerous options. A discredited IRGC with degraded capabilities and no viable nuclear path is weaker than the old clerical‑IRGC hybrid with a bomb option. This looks less like a revolutionary vanguard and more like a brittle military dictatorship. Venezuela shows why this is not neo‑conservatism in disguise. There, Washington helped force Nicolás Maduro from power with sanctions, isolation and support for the opposition, but it did not send Marines into Caracas or attempt to remake the country in America’s image. The objective was pressure and transition, not permanent US stewardship. The same bounded playbook now applies to Iran: maximum economic and military pressure to fracture the regime from within, not an occupation or bayonet‑installed government. Seen from that perspective, Hormuz is not a shocking improvisation but the central artery in a strategy that has been war gamed out : use control of sea‑lanes and finance to punish Iran first, but also to remind China and Europe that their growth models still depend on flows Washington can disrupt. What cannot be allowed is for this world to turn Iran into a Chinese staging point on the Gulf. The endgame in this first round of the New Great Game is narrow and knowable: no enrichment, real caps on missile reconstitution, no Chinese forward base, no open chequebook for terror, and enough sustained pressure that when the Iranian people finally move, they are pushing against a weakened security state rather than a confident nuclear one. The world has changed; Iran has lost the war, Pax Americana is dead. Trump’s national security doctrine, coercion without occupation, leverage without crusades, is the planned successor, and the Strait of Hormuz is its chosen proving ground. Is the Strait of Malacca next? Why should investors care? Because if this strategy succeeds, it removes a looming nuclear breakout risk, curtails state‑sponsored terrorism, re‑establishes a credible fear of US hard power and, for a time, compresses the geopolitical risk premium that has hung over energy, shipping and global equities for a generation. It offers the possibility, however briefly, of a peace dividend: lower volatility, higher investment and a world that, for a moment, rhymes with the fall of the Berlin Wall and the end of the Cold War. In that window, capital will scramble to reprice assets that assumed perpetual Middle Eastern and Nuclear escalation. The New Great Game is not just about guns and chokepoints; it is about who captures that re‑rating.

@SandyofCthulhu Been a diver all my life, not a fan of cave diving, but when it's good it's great. When it's not, it's about survival and something is off about this story. Why were they not able to push the corps thorough or back out, something must have made that impossible.

My best friend's sister had a son who liked to cave dive. One day he went into a fairly simple cave with several other divers. The first diver went under, and then either got stuck or panicked or something, and drowned before surfacing at the far side. EVERY OTHER DIVER went under and followed the same path, then was blocked by the first corpse, and drowned, including my friend's son. I don't remember how many died but it was at least 3-4.

This guy, is really funny and has a very good perspective and if he had done this even 5 years ago, he would have been canceled. Worth a watch.

Are we really in a period of record heat? Dr Willie Soon travels back to the time of the dinosaurs to debunk this global warming whopper. @WillieSoon8 @TomANelson @Martin_Durkin

IT'S THE SUN, STUPID! Astrophysicist Dr. Willie Soon's new brilliant (and funny) film, exposing the CO2 climate scam. @WillieSoon8 @TomANelson @Martin_Durkin

If you are a pilot, (and Hunt is one) you know what zero fail means, it has to work, it has perform or you crash. Voting is no different, having illegals able to vote just doesn't work... for anyone but a democrat.

Texas is an Energy State, and a Bell Weather State, good to hear someone with the guts to suggest that Texas should lead instead of follow. Maybe Cornyn should adopt this platform.

Whether you like what Robby does or not, this is an amazing story, and one that simply cannot be ignored. The ability of the AI to accuse itself and Google of doing this is another really important aspect of what the artificial intelligence can do.

The reality is that we don’t have to wait for the World Bank or global development aid to fuel growth. The largest oilfield in the world—the Permian Basin—sits right in our backyard. eagleeyefunds.com even lets individuals invest in it.

Did not know National Petroleum Day was a thing...

President Trump: “Gas was $4, even $5... now it’s $2.20. That’s what happens when we unleash American energy.”🇺🇸🛢️ Even with U.S. oil production at all-time highs, prices are holding in the $60–$70 range—well above Permian breakevens (~$45). Operators will keep pumping. #OilAndGas #Permian #EnergyPolicy #DrillBabyDrill

I wonder if we will see those little stickers at the pump again, remember the ones of Biden pointing at the price with an "I did that" when prices were high, now we can have Trump pointing at the price with the same message.

Somehow I don't CA is going get redistricting done, Newsom will need conservative reps to help him keep gasoline under $8, Sable offshore and a revitalized Kern County, and a refinery or two are going to be needed if he's going to run for President. calmatters.org/politics/2025/…

Anyone else wondering what happens here if President Trump is successful? If no deal can be reached and sanctions become a reality on crude buyers, my guess is price goes up by $10-15

World wars are started because of access to resources, mainly oil. Now the resource is the US Market and we are cutting off potential new enemies through tariffs, time to get ready to show that force is not option for those "potential" enemies. Peace through Strength.

When the Government Wants You Dead steynonline.com/15447/when-the…

If only economics and reality were the driving source of energy choices, imagine if we spent as much time on pollution reduction and carbon absorption as we do on windmills. Our choices would focus on how to use hydrocarbons and nuclear, better, safer, cleaner instead of towering bird cuisinarts.