Category: Geopolitical

China impacted the global oil supply, and moved the crisis downstream. Diesel is the next inflationary problem for the Trump Administration.

Clark Savage160

Brent crude hovering near $91 a barrel might look manageable on a trading screen. Jeff Currie, the veteran commodities strategist now at Carlyle Group, argues that focus is dangerously misplaced. “Nobody on the planet Earth consumes crude oil,” Currie told CNBC. “Refineries do. Everyone else consumes gasoline, diesel and jet fuel, and those markets look […]

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EU’s CBAM will cripple the ability to Re-Arm the EU in a Post Russia/Ukraine war

Clark Savage123

As Europe contemplates a post-Russia/Ukraine war landscape, the imperative to re-arm and rebuild credible conventional deterrence has never been clearer. Tanks, artillery systems, armored vehicles, munitions, and supporting infrastructure all demand vast quantities of high-quality steel—often 50–60 tonnes for a main battle tank and up to 100 tonnes for certain self-propelled artillery pieces. Yet the […]

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So Iran Closes the Strait of Hormuz, Let’s See What Bessent’s Economic Isolation of Iran Could Look Like

Clark Savage188

As the Iran-U.S. conflict grinds toward the six-month mark in mid-August 2026, Tehran continues to assert control over the Strait of Hormuz—the critical chokepoint through which roughly one-fifth of global oil and LNG once flowed—while the United States maintains a naval blockade on Iranian ports and escalates economic pressure. Treasury Secretary Scott Bessent has signaled […]

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Saudi Aramco estimates the world lost 2.6 billion barrels of oil since the US-Iran conflict began. What does this mean for consumers and investors?

Clark Savage180

Saudi Aramco has put a stark number on the energy fallout from the ongoing US-Iran conflict: more than 2.6 billion barrels of oil supply lost since fighting erupted in February 2026. That figure, first highlighted by Aramco CEO Amin Nasser in early August and amplified in a recent Reuters report widely shared on X by […]

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