A detained fiancée's Trump-voting partner frames it as his own injury. In a clipped interview, the man, who calls himself a law-abiding business owner who pays a lot of tax, says he feels "totally betrayed" after his Venezuelan fiancée, who he says let her permission to stay lapse, was locked up. He counts six times the man says it "happened to me."
He questions why media spotlight those best placed to stay legal. His point is that people with money and resources who still let their status lapse, after watching the administration's mass deportations, are odd figures to hold up as victims. He closes by joking that "a cool million" works for pardons, so it might get her out.
Mr. GlobalOil Jumps Big As The Markets See What I See
The Bab el-Mandeb closure is shaping the Hormuz negotiations. He argues markets are missing that the effective closure of the Red Sea strait is weighing on the talks, and attributes a rise of about $3 a barrel in oil on the day to it.
The reported Iran–Oman deal would hand Iran control of Hormuz. As he describes its terms, Iran could charge transit fees of 5–7%, the US and Israel would be barred from the strait, and other hostile countries would be shut out until they pay Iran reparations for war damage. He notes about 500,000 barrels a day bound for the US passes through it.
Either US response to the deal pushes oil higher. His reading is that the deal does not reopen the strait, so prices rise whether the US accepts it and leaves or rejects it and keeps fighting. He expects the administration to claim credit and declare Hormuz open to knock prices down before a weekend, then resume the war, as he says it has done repeatedly.
The deal adds no oil flow; it only delays. He puts current Hormuz flows at roughly 10–20% of pre-war levels, depending on the source, and says the deal changes none of that. Wholesale gasoline and diesel had mostly given back their drops after Trump's latest retreat on Iran, each up about 10 cents a gallon on the day.
Gasoline set a date record and may set a Labor Day one. The national average was $4.06 a gallon on August 6, which he says is the highest ever for that date; 2022 was this high on August 5 but fell below by the 6th. The Labor Day record he expects may fall is $3.83 a gallon.
Mr. GlobalTrump Says Affordability Is Made Up. Your Bills Say Otherwise. The Stats Are Shocking.
Affordability was a Republican promise, not a Democratic invention. He rebuts Trump's claim that Democrats made up the word by pointing to the 2024 Republican platform, whose promise number three was "End inflation and make America affordable again", with a whole chapter on lower housing, health care and energy costs. He accepts the crisis began under Biden, with inflation over 9% in June 2022, groceries up 12.2% and energy up 41%.
Slower inflation has not reversed the price level. As of June 2026 he cites consumer prices still rising 3.5% a year and the price level about 27.7% above January 2021. His point is that a lower rate means prices rise more slowly from a higher base, not that they fall.
Housing now takes roughly double the income it did in 2020. Median new and existing home prices exceed $400,000, existing prices are up 54% since 2020, and the monthly payment on a median home went from $1,700 to $3,100, requiring over $120,000 of income versus $66,000. A two-bedroom rental needs just under $35 an hour against average renter pay just under $25; 13 million low-income renter households keep a median $200 a month after housing.
Energy and health costs are survival costs that families cannot cut. He cites energy up 15.7% year on year in June, gasoline up nearly 27% and electricity up 4% per kilowatt-hour, after nearly 45% growth since COVID, and says total bills rose more. Family employer health plans cost nearly $27,000 with about $7,000 from workers; per the Federal Reserve, 26% of adults skipped medical care for cost, and 10% stopped prescriptions.
Food insecurity and thin savings show the crisis is real. USDA data he cites put 48 million people in food-insecure households, and 318,000 households with children where a child ate less. Per the Fed, only 63% can cover a $400 emergency and 16% missed bills last month; he adds that 43% of full-time US workers do not earn a livable wage.
murat.energyMiddle East Oil: Reports of tanker attacks in Hormuz & the Red Sea #shorts
Diplomacy over Hormuz has produced a draft joint transit route. As of 6 August 2026, the host reports that President Trump held off on planned weekend strikes against Iran, citing regional diplomatic requests and progress toward a deal, after which Iran and Oman agreed precise coordinates for a single-lane setup: inbound Gulf traffic through Iranian waters, outbound through Omani lanes.
Core terms between Tehran and Washington remain unresolved. Tehran is pushing for cargo transit fees and an end to the US blockade, while Washington insists on unhindered, fee-free passage; Iranian officials also caution that a bilateral deal with Oman cannot guarantee safety while wider regional tensions persist.
The Houthis are targeting Saudi Arabia's Red Sea bypass. The host reports the Houthis have expanded their maritime embargo to Saudi-linked tankers near the Port of Yanbu, aimed at disrupting the East-West pipeline route Saudi Arabia uses to avoid Hormuz; he cites Houthi claims of strikes on tankers near Yanbu.
Physical flows through Hormuz remain a fraction of pre-war levels. Limited tracking shows some oil still moving, often on dark-fleet tankers and non-Western operators, against a pre-war baseline of 15 to 20 million barrels per day (as of 6 August 2026); vessels off Oman have reported explosions, projectiles and near misses in recent days. The host's own read: diplomacy is advancing but supply routes stay severely restricted.
Mr. GlobalCancel Thanksgiving! #funnyshorts #funnyvideo #funny
The "communists want to cancel Thanksgiving" claim is recycled outrage. Answering a clip of a pundit saying "these communists hate America" and want to cancel Thanksgiving and Christmas, he lists earlier supposed cancellations (hamburgers, gas stoves, Mr. Potato Head) and says grocery prices are the only thing cancelling Thanksgiving. He adds that people say such things because much of the audience believes them.
Mr. GlobalSenator Martin Heinrich On American Power Podcast #gasprices #oilprices #straitofhormuz #iran
Heinrich says nobody around the president restrains his public statements. Asked on the American Power Podcast whether anyone tells the president to stop antagonizing adversaries and allies and "straight up lying," Senator Martin Heinrich says he had hoped Marco Rubio would play that role and that Rubio "has proven incapable." The host calls such statements very damaging to the United States.
The episode is pitched as solutions-focused energy and intelligence talk. He notes Heinrich is ranking member of the Energy and Natural Resources Committee and sits on the Intelligence Committee, says they covered about 10 topics, and describes him as caring more about solutions than politics. The episode is on podcast platforms and the Find Out Media YouTube page.
Mr. GlobalTake Away The Political Speak And What You Have Is Iran Is Still Attacking Every Day.
Iran says the Oman deal will not open Hormuz. Per Iran's statement as he relays it, there is no US–Iran deal, and talks with the US on the strait can only begin once the US lifts all sanctions, releases frozen funds, ends the naval blockade and publicly accepts Iran's right to charge Hormuz transit fees.
The attacks have continued even as the US has stepped back. He reports Iranian missiles fired at Bahrain, another tanker struck in Hormuz, and a Houthi strike on a Saudi-flagged tanker in the Red Sea that was sinking. He reads this as showing Iran is not begging for a deal.
Trump's credit-claiming is obstructing an end to the conflict. He reports Iran suspended talks with Oman because Trump kept taking credit for a deal the US is not part of. He says the administration once asked Iran to ignore Trump's domestic remarks as politics, a request Iran has never honoured because, in his reading, it wants Americans to see it win.
Mr. GlobalThe Bill For A Hotter Planet Is Already On Your Table, And It's Getting Higher Every Year.
Heat is already raising household power bills twice over. He cites an EIA warning this summer that bills would rise because higher temperatures require more cooling energy, while the price per unit of electricity is also rising faster than inflation. Air conditioning is about 12% of average household energy cost and roughly 17% of the electric bill nationally, far more in hot regions.
Cooling is a survival cost paid before anything else is cut. He argues that in record-breaking summers air conditioning separates a safe home from a dangerous one, so families pay it first and cut other spending around it.
Ratepayers will fund a grid build-out the size of three economies. Citing the IEA, cooling is the fastest-growing source of buildings energy demand, rising nearly 4% a year to 2035, with global cooling energy on track to triple by 2050. Meeting it would need new capacity roughly equal to the US, EU and Japan combined, which he says lands on bills through every plant and transmission line.
Warming and air conditioning feed each other in a cost spiral. He cites a study this year finding mostly fossil-powered AC intensifies the warming that drives more AC use, and adds that power plants, refineries and factories all run less efficiently in heat. France hitting record consumption peaks in the 2025 heat waves is his example of grids buckling.
Efficiency and conservation are the cheapest fix, but urgency is lacking. The same IEA analysis found aggressive efficiency could cut cooling costs in half, and he calls conservation by far the best way to reduce energy costs. He warns viewers in cheap-power areas, like his own Oklahoma, that the higher bills are coming to them too.
Fauci's critics attack him because they cannot rebut the data. Responding to a clip asking whether Fauci's defenders show "cognitive dissonance or Stockholm syndrome," he says he defends the data, not the man. He says nine of the 10 states with the highest COVID death rates were Republican and nine of the 10 lowest were blue, and he attributes the gap to whether states followed the recommendations.
He cites vaccination and masking as measurably reducing deaths. By his figures, an unvaccinated person was 53 times more likely to die of COVID than a vaccinated one, and areas that practised masking and social distancing, even without vaccines, had a 13% lower death rate. He gives no source for either number.
Mr. GlobalIran and Oman Will Make a Deal Without The U.S. and We Will Have To Take It Or Leave It.
Iran and Oman are negotiating Hormuz without the US. Each time details leak and the US objects, Iran replies that the talks are between it and Oman. From what he pieces together, Iran would control inbound traffic, share outbound control with Oman, and collect a 7% transit fee shared with Oman, with Russia and China exempt.
Such a deal would reopen the strait only partially. He says it would not restore pre-war oil flows, but it might lower prices somewhat ahead of the midterm elections.
The US will weigh which humiliation costs less politically. His reading is that the choice is between accepting Iranian control and fee-charging, or escalating and driving prices back up. He expects the administration to bet that Americans forget fast and would accept around $3.50 a gallon gasoline in exchange for Iran controlling the waterway.
Mr. GlobalWhy Credibility Matters More Than Firepower
Trump's "one ship, one bridge" threat has been ignored without consequence. On July 22 Trump posted that the US would destroy a bridge or power plant in Iran, including in Tehran, every time Iran fired on a ship in Hormuz. By his count Iran has since hit about one ship a day, three in the last two days, and no bridge or plant has been struck.
An automatic, announced trigger made the failure worse than a broken promise. He argues a threat built to deter even one shot instead taught Iran, through repeated tests, that the president's most specific threats are free to ignore.
The whole war has followed a threat, deadline, retreat pattern. He cites April deadlines for strikes at 8 p.m. Washington time, promises to take control of Iran's oil industry and to attack at levels unseen since World War II, a declared end to the ceasefire, and announced deals Iran denied. He says there was no military build-up to back the larger threats.
He is not arguing the bridges should have been bombed. He calls destroying civilian power plants and bridges in a capital a war crime and says the restraint may be the only sane decision; his complaint is that words are a weapon and Trump has spent them down to nothing.
Lost credibility leaves only bluffing or forced escalation. He argues American credibility once deterred adversaries cheaply, and that its loss will register with China, Russia and allies. The two options left are to keep bluffing and lose credibility, or to follow through on something extreme to save face and lose control.
Mr. GlobalTrump Demands Oil Companies Give Profits Back To The People
Trump says the oil majors' war profits belong to the public. Exxon Mobil and Chevron posted a combined $26.5 billion profit in one quarter, their best in years, which he attributes to the Iran war lifting oil from below $60 to over $100 a barrel and to soaring refining margins. He notes Republicans would call such a demand communist from a Democrat.
The oil majors sold into a price spike they did not cause. He considers the profiteering critique legitimate but disagrees with it, arguing Exxon and Chevron did not bomb Iran or push oil to $120, and asking whether they should withhold supply to avoid the label.
Iran alleges Trump's advisers traded on inside knowledge of ceasefire talks. Iran names Steve Witkoff and Jared Kushner and puts their gains at $9 billion. He stresses this is an unproven allegation from a wartime adversary; the White House denies it and the Vice President called it bogus. He says US oil analysts and traders raised it first, and he believes it happened because bets of up to $1.5 billion shorting oil were placed moments before announcements.
Scrutiny of war profits disappears as it nears Trump's circle. He argues the same question draws "give the money back" for a faceless corporation and "fake news" for the president's advisers, the only variable being proximity to the president.
Alleged insider trading deserves an independent investigation, unlike public earnings. He distinguishes legal, published corporate profits from secret trading on classified negotiations, which he likens to insider trading with a security clearance. If oil companies should open their books, he says, so should the advisers.
Mr. GlobalTrump Says There Is A Deal. Iran Says There Isn't.
The White House announced a deal that Iran flatly denies. Over the weekend the White House said strikes were cancelled, "parameters of a deal" agreed, Hormuz would open immediately and Iran would give up its nuclear program; Iran replied there is no agreement. He reads "parameters" as what one says when there is no deal.
Iran fired on shipping almost as the deal was announced. Anti-ship missiles were launched at a tanker within 2 minutes of Trump saying there was a deal to open Hormuz. He calls this the tell: the strait the deal was meant to reopen was effectively closed again as the deal was being declared.
Vague announced deals have produced the next round of war. He points to the June memorandum six weeks earlier, celebrated as opening the strait, whose ambiguity over who controlled it left the two sides with different readings and, in his view, caused the current phase.
Iran refused an offer giving it effective control of the strait. Citing Reuters, Al Jazeera and the BBC, the last US offer gave Iran inbound control and Oman outbound control, which he says amounts to full control, since there is only one way out of the Persian Gulf. He infers Iran wants more and expects any eventual deal to be very bad.
Judge any deal by tanker movement, not announcements. If ships move next week there was a deal; if the strait keeps opening and closing and missiles fly, he calls it theatre. He reads renewed COVID and women's sports debates as distractions from the lack of a deal.
The shortage is in refined fuels, not crude, for now. With over 7 million barrels a day of refining capacity offline, gasoline, diesel and jet fuel are tighter than oil, which is why pump prices have not followed crude down. He expects crude shortages to join them once strategic reserve releases onto the global market end.
Exxon's record quarter came disproportionately from refining. Its profits were the highest in four years, with about 38% from refining against a normal 20–22%. He explains that Exxon buys crude and sells products on commodity markets, and does not own the stations or set pump prices.
Talking crude down widens refiners' crack spreads. His reading is that fake ceasefire announcements push oil to $75–80 a barrel while product markets, which cannot be talked down the same way, still price gasoline and diesel as if oil were $100. Integrated companies with refining profit most, and would profit upstream instead if crude were higher.
Mr. GlobalWe’ve Offered Iran Basically Everything And They Still Say No.
The latest US offer effectively gave Iran control of Hormuz. Per the reports he calls credible, Iran would control all inbound traffic and Oman the outbound, which he says amounts to the same thing because there is no other way out of the Persian Gulf. He reads the offer as a sign of how desperate and trapped the US is.
Iran rejected it to drag the war out. Iran demanded both inbound and outbound control. His reading is that Iran understands the offer and is deliberately prolonging the conflict to damage Trump as much as possible.
Any deal now may hurt Trump more than continued war. He notes Iran called Trump's claim of a deal framework fake news the day after he cited it to call off strikes. Who is telling the truth matters less, he argues, than that the war is not ending and the strait is not open.
The US will not run out of gasoline. Responding to a clip claiming refining capacity may be down 40%, he puts it at about 7%. Inventories are about 6% below the five-year average, but supply barely moved from 23.9 to 23.6 days over a month, and US refineries make about 1.5 million barrels a day more than domestic use, rising to 2–2.5 million after summer.
The real risk is fuel-driven inflation, not shortage. He argues diesel inflation in particular spreads across the economy, and that fuel will be available "as long as you can afford it", which is itself the crisis. The US may trim exports, and other countries could face severe shortages.
Striking Iran's energy infrastructure would bring his worst case. He doubts the strikes planned for that day will happen and calls them a mistake. If they do, he expects everything to get very expensive and stay there for a long time, though still without the US running out of fuel.
Oil majors' second-quarter earnings rebounded sharply on volatility. Per the host (1 August 2026), on Q2 2026 results, ExxonMobil's earnings rose from $4.2 billion in Q1 to $14.5 billion in Q2, Shell's adjusted earnings from $6.9 billion to $9.8 billion, and Chevron reported record net income of $12.1 billion.
Prices, gas benchmarks and refining margins all drove the gains. The host names three drivers — higher crude prices, elevated natural gas benchmarks and expanding refining margins — and says the majors are keeping their capital-return plans, returning billions through buybacks and dividends.
Independent trading houses did even better by exploiting regional spreads. Trafigura generated $4.1 billion in profit in six months, and Gunvor earned as much in Q1 alone as in all of the previous year.
Asset geography decided who actually moved barrels. Companies heavily exposed to the Middle East lost output to the Gulf transit choke points, while US producers and LNG exporters had a banner quarter replacing missing global volumes; the host's conclusion is that volatility lifted revenues everywhere but physical location determined the winners.
Escalating to force rejected terms shows there is no strategy. Six months in, the reported plan is one of the war's most intense bombing campaigns on Iran's energy infrastructure, to force acceptance of ceasefire terms Iran has rejected three times. Iran answered that it would strike energy infrastructure across the Middle East, which he says no side can win.
The war has reached American water systems. US intelligence assessed Iran was likely behind a coordinated cyber attack on more than 30 municipal water systems in Minnesota; he stresses it is a suspected assessment. He says seven states were hit but only Minnesota is named, and notes Trump's cuts to CISA, the agency that defends critical infrastructure.
Targeting infrastructure teaches adversaries how to hurt the US. His argument is that once grids, water and cyber sabotage are legitimate targets, the lesson cannot be unlearned: enemies will skip armies and go for barely defended civilian systems, for a generation.
None of the war's objectives has been met. He says Iran's missile program is more advanced than at the start, the strait is mostly closed with tankers struck daily, the regime is defiant, and there is no deal, yet the plan is more of the same.
The ceasefire was torn up for an avoidable war. He argues there was a ceasefire and an off-ramp, both discarded, and that the promised quick win, cheap gas and peace through strength became $100 oil and domestic vulnerability. He reads the silence of the "5D chess" crowd, and debates like COVID and women's sports, as avoidance.
Mr. GlobalFalse Imprisonment Anyone? #breakingnews #trump #reflectingpool #explained #wow
Charges over the reflecting pool damage were dropped on a contractor fault. He reports that US Attorney Jeanine Pirro filed on a Friday to drop charges against David Hogg, who had been arrested over damage to the Lincoln Memorial Reflecting Pool in June 2026. The damage was found to come from flawed installation by the contractor Atlantic Industrial Coatings, which he calls a Trump associate.
He argues Hogg should sue the officials who publicly condemned him. He suggests suing the Justice Department for false arrest and imprisonment, and Pirro, Karoline Leavitt and Doug Burgum for defamation. He cites a statement that Hogg "forcefully and violently pulled up the reflecting pool liner" and Leavitt calling him "a deranged individual," and says such rhetoric put Hogg's life in danger. He offers to donate to a legal fund.
Mr. GlobalThey Are Always Behind Me #gasprices #oilprices #explained #straitofhormuz #iran #trump
Exxon's CEO now confirms pump prices follow refining, not crude. In a clip, Exxon CEO Darren Woods says a refinery constraint means pump prices are set by supply and demand for refined products, which is why crude has not risen as fast as expected and product prices did not fall as crude came down. He says he has told his followers the same thing, nearly word for word, for two months.
The energy secretary's diesel-relief timeline keeps getting longer. A clip of the energy secretary says bringing diesel prices down will take "another year or so" of Trump's leadership. He says the promised timeline has moved from two weeks to two months to four months to six, and now a year. He argues the administration caused high diesel prices, and expects another year of them to mean another year of rising inflation.
Mr. GlobalTime To Investigate Big Oil. But Not For Price Gouging
Big Oil should be investigated for insider trading, not price gouging. He calls the gouging probe a cover, arguing gouging is implausible because over 150,000 retailers would have to be involved. He frames the alternative as a question he is not alleging as fact, while insisting someone is trading on inside information.
The odd-hour trades match big oil trading-desk time zones. He points to billion-dollar oil shorts at 5 a.m. ten minutes before Trump announcements, which is business hours in London, and sales at 10 p.m., which is daytime in Singapore. The majors keep trading desks in both and need not disclose individual trades, and he argues trades that size need senior approval.
Hedged production cannot explain the reported profit surge. The majors reported profit increases of 400%. If much of their oil is hedged at $70–75 a barrel, he asks how companies capture $90–100 oil except through futures trading arms. He grants refining earns a lot but says more money is coming from somewhere else.
Talking prices down robs other traders and worsens fundamentals. Noting Scott Bessent said the administration will keep exploring ways to drive oil lower, he argues that doing it this way takes money from uninformed traders and blocks the usual cure for high prices: more production and jobs.
Mr. GlobalThis Is Eerie #gasprices #oilprices #explained #straitofhormuz #iran
The world's largest oil export terminal sits empty of tankers. He shows a satellite image of Ras Tanura with no ships present, and reads the marks on the water as oil slicks from tankers that have been bombed.
He says the administration is talking about anything but Iran. He points to talk of prosecuting Dr. Fauci over vaccines, which he notes Trump has called his greatest achievement, and to a revived focus on men and women in sports. In his view both are diversions from the war.
Iran's latest attack was a "surprise" only to the unprepared. On Wednesday, July 29, he mocks officials calling the new Iranian attacks a surprise. He puts crude up by roughly $6–8 a barrel on the day and says the crude figure barely matters any more.
Wholesale diesel is the price to watch, and inflation follows it. He reports wholesale diesel up 23 cents a gallon in one day, a huge single-day move, against about 7 cents a gallon for gasoline. He expects diesel to drive US inflation and says delaying the consequences of the Middle East conflict does not mean they will not arrive.
Cyprus's Cronos field gives Europe new direct LNG supply. As reported on 29 July 2026, Eni and TotalEnergies took final investment decision on the offshore Cronos field, holding over 3 trillion cubic feet of gas and expected to produce 2.8 million tons of LNG a year from 2028.
The Cronos route bypasses Russian pipelines and Gulf choke points. Gas will go by subsea pipeline to Egypt, be processed at Eni's existing facilities and liquefied at the Damietta terminal before shipping to European buyers, reusing existing infrastructure in both Cyprus and Egypt.
An EU exemption lets European partners send Yamal LNG to Asia. With incoming sanctions set to stop European imports of long-term Russian LNG, the EU's exemption lets Yamal partners such as TotalEnergies honour existing contracts by redirecting those Siberian cargoes to Asian buyers.
The host reads the two moves as a Europe–Asia volume swap. In his assessment, Europe secures a new Mediterranean supply route for itself while pushing its remaining Russian commitments into Asian markets.
Mr. GlobalIran Attacks Us Again #gasprices #oilprices #explained #straitofhormuz #iran
Iran keeps attacking because it reads Trump's priorities as weakness. He reports that on Tuesday, July 28, Iran fired a barrage of ballistic missiles at US forces stationed in Jordan. He reads this as Iran exploiting Trump's eagerness for a ceasefire and his worry over gas prices and poll numbers, which he says show more concern for popularity than for Iran's nuclear capability.
He expects no real US retaliation and an Iran playing for collapse. He predicts the US will back down again, and argues Iran will keep going "until the global economy collapses," which he calls its goal. Unlike Trump, he says, Iran does not care about polls or being liked, only about winning, so the US has "absolutely no chance" of winning the war.
Mr. GlobalGet A Job #gasprices #oilprices #straitofhormuz #iran #trump #explained
He predicts the Jizan refinery will miss its announced reopening. A commenter cites a Saudi announcement that the Jizan refinery will be open by August 15. He predicts it will not be, arguing that a public date invites more missile fire, and that attackers need not hit the plant at all, only fire at it, to slow operations.
This is a refined-fuel crisis, and it brings prices, not shortages. He repeats that the US will not see gas shortages "as long as you can afford it." Unlike a normal oil crisis, he argues, this one is about refined fuel, and he says it is nowhere close to over.
Mr. GlobalMajor Attack On Saudi #gasprices #oilprices #explained #iran #straitofhormuz #iranwar
Iran's strike on Abqaiq removes supply without any blockade needed. He reports that on Monday, July 27, Iran struck Abqaiq, which he calls the world's largest single oil processing facility, handling 7 million barrels a day and half of Saudi Arabia's oil exports. With that volume offline, he notes, the Strait of Hormuz and Bab el-Mandeb both remain closed as well.
He says the crude price no longer reflects physical supply. He tells viewers not to look at the oil price. He alleges the president and wealthy associates are profiting by shorting crude on stories of "fake deals," and calls it a serious problem that oil can fall 10% while diesel falls 0%.
Mr. GlobalIran War Update #gasprices #explained #oilprices #trump
A tanker leaving Iran's approved Hormuz route hit a mine. He reports that on Sunday, July 26, a tanker exploded in the Strait of Hormuz after striking a mine. Iran had agreed to let it pass on the approved Iranian route, but it apparently veered off course.
A fragile truce is already fighting over its own wording. He reports that the Houthis and the Saudis are still fighting, and that Iran has agreed to stop retaliatory strikes as long as the US keeps not striking it. Both sides are already claiming the other caved, and he expects this cycle to repeat "a half a dozen times" before it ends.
Mr. GlobalThe Oldest Trick In The Authoritarian Playbook
Equating opposition to the president with hating America is authoritarian. Responding to an opening clip whose captions are unintelligible, he argues the founders fought a revolution against a king precisely so loyalty to a ruler would not equal loyalty to the land, and made the right to criticize the powerful the First Amendment.
The claim collapses when applied evenly or to another name. If opposing the sitting president meant not loving America, opponents of Biden, Obama, Bush, Reagan and Lincoln would all be traitors, branding about 150 million people enemies on a rotating four-year schedule. Swapping in any senator or governor, he says, makes the sentence sound absurd.
Supporting Trump is not un-American either. He concedes millions back Trump out of their own reading of the national interest, and argues patriotism belongs to no party, so no politician gets to gatekeep it. Real love of country, in his view, means holding it to its own promises rather than falling in line.
The US is asking to end a war and being refused. The US has halted strikes on Iran and reportedly put three offers through mediators, all rejected. He lists the objectives as unmet: Iran fires more advanced missiles than at the start, there is no deal, the strait opens and closes like a broken valve, and the regime is confident enough to say no.
Ukraine's Caspian strike exposed a Russia–Iran arms pipeline. Ukraine struck a Russian warship and cargo vessels carrying Iran-linked military hardware on a route Kyiv says moves weapons between the two countries. He notes this came a day after Trump said it was not happening and that he trusted Putin.
Russian resupply explains why Iran's arsenal improved under bombardment. His reading is that every degraded stockpile was topped back up, so the enemy's ammunition was never finite. He calls it Moscow's cheapest, most effective military aid in modern history, pinning the US in the Middle East for five months, and says past presidents avoided war with Iran for this reason.
The war turns on endurance and supply, where the US is outmatched. He argues the US faced a patient coalition, Iran fighting and Russia arming, rather than one isolated adversary. He predicts that unless the US gets out, the Ukraine and Iran wars merge, and calls the position near checkmate.
Mr. GlobalSaudi Aramco Is Burning As The U.S. Desperately Wants Out
The Houthis' refinery strike deepens a trap the US built itself. He reports it confirmed that the Houthis hit Saudi Aramco's 400,000 barrel-a-day Jizan refinery on the Red Sea coast, their first hit on a Saudi refinery in years, plus facilities at Yanbu, where 75% of East-West pipeline oil exits. They also announced a Red Sea blockade, with about 5 million barrels a day of refined fuels already off the market.
Stopping direct attacks on Iran cannot end a franchised war. That night the US ran no strikes on Iran and, he says, spent it pressing to return to the MOU, despite Trump's pledge to hold Iran responsible for Houthi actions. With Saudi Arabia now bombing the Houthis in Yemen, he argues too many hands are on the throttle for the US to de-escalate alone.
Reviving the June MOU would be surrender to Iran. He argues its deliberate ambiguity handed Iran control of Hormuz and pulled the US deeper in, and he doubts Marco Rubio, J.D. Vance or Trump ever read it. Washington wants it as a face-saving exit, but in his view it does nothing about the Houthis, Saudi Arabia's war, the blockade or $100 oil.
Every option left carries a heavy cost, none a victory. Keep fighting and bleed against an enemy seeking exhaustion; revive the MOU and retreat while proxy war continues; or escalate and risk both chokepoints closing, oil off the charts and global recession. He calls it entirely avoidable, born of believing a $950 billion military could win quickly.
Falling crude will not bring falling gasoline. Oil fell over the weekend on deal talk, but he argues each refinery knocked out removes fuel from the market, so gasoline prices may climb. He expects a possible oil glut when this ends that cannot be turned into gas.
Mr. GlobalHow Trump Intentionally Sabotaged Lower Electric Bills
The administration admitted cutting blue-state energy funding over votes. He reports it conceded in court that it cancelled loans and grants to blue states because they did not vote for Trump. He focuses on $6.2 billion specifically designed to lower energy bills, much of it in the PJM network.
The largest cancelled loan was transmission, not renewables. A $4.9 billion loan would have carried existing cheap Midwest power over high-voltage lines into PJM's most congested areas, cutting delivery costs he calls the network's main pain. He stresses no new generation was involved, so an anti-renewables rationale does not apply.
Trump chose rising bills he can blame on Democrats. Trump promised to halve everyone's energy bills; he concedes these projects would not have halved them but would have lowered them and stopped the climb. His reading is that Trump preferred cancelling them and blaming Democrats to taking credit, out of indifference, retribution and political expedience.
Mr. GlobalThe dumbest political argument. #religion #educational #explained #trump #whocares #funnyvideo
Whether America is a "Christian nation" changes nothing legally. Whatever label is used, he argues, the laws and the Constitution stay the same: Christians, Jews and Muslims keep the right to worship and atheists keep the right to sleep in. Freedom of religion means the government stays out of it rather than picking a winner. A label that does not lower costs or fix roads, he says, is pointless.
Iran's flat ceasefire rejection signals it believes it is winning. Iran refused a US offer carried into Tehran by Iraq's prime minister, demanding a permanent end to the war rather than temporary truces, then paraded ballistic missiles through its capital. He argues no one rejects a ceasefire after nearly half a year of bombing from desperation.
Iran's missiles are now beating US base defenses. Citing an assessment from war-studies analysts rather than his own read, Iran has adapted with high-speed maneuverable missiles built to defeat the interceptors protecting American bases. He asks whether the program evolved under bombing or was resupplied, and calls either the opposite of victory.
Unconfirmed reports suggest outside help is widening the war. He believes reports that Iranian troops have deployed to Yemen to support the Houthis; he is unsure of reports of Chinese and Russian missile help. He also notes Iran's new letter of intent and MOU with Iraq.
The promised quick war has no plan and cannot be won. A one-to-two-week campaign is heading into its sixth month, with every response more strikes, blockades and American deaths. Iran's theory of victory is endurance, he argues, citing eight years against Iraq with half a million dead and four decades of sanctions.
The US should get out, having refused ground troops. He argues fighting a country four times larger than Iraq with air power alone was never viable, while costing service members' lives, rising gasoline and diesel prices, and missiles not deterring anyone in the Pacific. He is explicit that he is not endorsing ground troops.
murat.energyWhy oil prices are back up to $90-100 #shorts
Loaded tanker traffic through Hormuz is far below normal. As of 24 July 2026, the host says very few loaded tankers are transiting the Strait of Hormuz — not zero, but very few — a problem since the US-Iran war began.
A Houthi embargo threatens Saudi Arabia's Red Sea workaround. Saudi Arabia had shifted crude via the East-West pipeline to Yanbu on the Red Sea to avoid the Gulf; the Houthis, siding with Iran, now say they will embargo Saudi-linked ships through the Bab el Mandeb Strait.
Avoiding Bab el Mandeb makes Asia-bound voyages far longer. A tanker from Yanbu would have to go north through the Suez Canal and the Mediterranean and then around Africa, turning a two- to three-week trip into about a month and a half, per the host.
A drone attack on the CPC pipeline adds a third bottleneck. The host reports the CPC pipeline at Novorossiysk on Russia's Black Sea coast was recently hit by drones in the Russia-Ukraine war, halting shipments he puts at 1 to 1.5 million barrels of crude per day; he presents the three bottlenecks together as his explanation for the current oil price.
Mr. GlobalPeople Say I Sound Concerned, It’s Because I Am. (Rant)
The administration neither foresees nor cares about the coming cost shock. He says the situation is without precedent, so no one knows what follows, and believes the administration lacks a clue and does not care because those hit hardest rate lowest with it. They have already lost safety-net, SNAP and health benefits and now face rising fuel, diesel, housing, electricity and food costs.
His warnings cannot be fearmongering to people already afraid. He answers critics on comfortable incomes, around $150,000 a year, that he is speaking to people who cannot absorb an extra $500 a month from a week of heat.
Officials seek war funding while cutting aid and enriching themselves. He says the administration is asking Congress for $1.5 trillion to continue a war he calls the dumbest in history, launched under false pretenses, while cutting children's cancer research and food aid. His deepest worry is being right, given how it has handled big problems.
Iran's campaign is now about controlling oil, not military retaliation. Oil jumped nearly $7 in a day to over $101 a barrel. He reads the shift as a campaign to control global oil prices and flows and punish countries worldwide for the attack on Iran, a view he says he held while many analysts did not.
Selective passage for Chinese tankers turns blockade into chosen access. Reports, which he believes, say two Chinese tankers transited the Bab el-Mandeb while most shipping avoids it, echoing early Hormuz. He warns China's resumed imports end the reduced buying that eased prices around June, and could shift the geopolitical balance.
Iran's refusal of "fake ceasefires" means no recovery pauses. Iranian officials say they will no longer accept truces that let the US and allies stabilize flows and restock before fighting resumes. He reads this as continuous pressure designed to maximize economic damage.
Uncertainty creates a shortage before supply physically runs out. Refiners, shippers, insurers and governments holding reserves cannot plan, he argues; Murban crude from the UAE jumped over $20 a barrel intraday. With Hormuz effectively closed, Bab el-Mandeb dangerous and Novorossiysk disrupted, rerouting breaks the supply chain links between oil in the ground and fuel.
Iranian troops in Yemen mark a full-blown energy war. Iran left the roughly 10 million barrels a day of Hormuz bypass routes alone at first, he says, but the Houthis have now shut the Bab el-Mandeb and Iranian troops have deployed to Yemen to hold it. He expects every family buying fuel or food to feel it.
murat.energyWill Europe have enough gas for winter?? #shorts
European gas prices hit their highest since the Iran war began. As of 23 July 2026, the host says European natural gas crossed €62 per megawatt hour, which he attributes to a structural supply deficit.
Europe will likely miss its pre-winter storage target. Citing Equinor, the host reports European gas storage at 54% of capacity, the second-lowest late-July level in 15 years, and Equinor's warning that Europe will likely fail to reach its 80% target before winter.
Qatar's extended force majeure removes LNG during procurement season. Qatar Energy extended force majeure through mid-October after Iranian drone attacks in March damaged processing facilities at Ras Laffan, removing 20% of global LNG supply during the critical winter procurement window.
Europe is losing replacement cargoes to higher-paying Asian buyers. Buyers in China, Japan and Pakistan, among others, are paying more for spot LNG, so US shipments are shifting from European ports to Asia.
Reopening Hormuz cannot undo the deficit already built up. The host argues that injection is physically capped by compressor capacity, so three months of missed LNG cannot be forced into a four-week window; his read is that the shortfall is locked in and Europe enters winter with its thinnest gas cushion in years.
Mr. GlobalThis Is Checkmate For The Global Oil Market
Three major oil arteries are now being choked at once. He reports Hormuz closed (20 million barrels a day of crude and products before the war), tankers driven off the Bab el-Mandeb (about 4.5 million barrels a day, roughly 70 vessels a day before the Houthi attacks on two Saudi tankers), and Caspian Pipeline Consortium loadings near Novorossiysk halted after Ukrainian attacks on tankers — more than 1 million barrels a day, about 80% of Kazakhstan's oil.
One global market means each disruption tightens every other. He argues India, Europe and Asia will all bid for the same Atlantic Basin barrels, while ships rerouted around the Cape of Good Hope lose 30 to 40 days, burn more fuel, remove tanker capacity and triple delivery cost. He cites an estimate that Persian Gulf, Red Sea and Black Sea instability threatens a quarter of world supply.
The shock absorbers are already spent. He puts the US Strategic Petroleum Reserve at 310 million barrels, the lowest since 1983, with US and European refiners at their limits, Russian diesel exports gone and refining margins at $70 a barrel or more. He lays out the sequence he expects: tanker rates, then insurance, physical premiums, margins, wholesale fuel, and finally pump and grocery prices — with margins and wholesale already moving.
Iran wins by making the war too costly, not by fighting. In his reading, fear does the work: a missile costing a few thousand dollars threatens a tanker carrying $100 million of oil, so owners, crews and insurers enforce the blockade for Iran. He counts eight successful tanker attacks in the Iran conflict in two days, plus roughly 40 Ukrainian strikes on tankers in Russia over the past week.
Losing Fujairah would leave Gulf oil no way around Hormuz. The UAE's pipeline to Fujairah carries a couple of million barrels a day from Abu Dhabi to the Gulf of Oman, within range of Iranian missiles and drones; he calls its loss "checkmate" because supply would then be rationed by price. He says markets complacently expect diplomacy and reserves to cover it, and with US exports back at pre-war levels, he expects more tankers coming for remaining US barrels.
Mr. GlobalIt’s The FAFO Phase #gasprices #oilprices #straitofhormuz #iran
Both Middle East chokepoints are now effectively shut. He reports that, as of July 22, a second Saudi tanker was struck in the Red Sea. He reads that as effectively closing the Bab el-Mandeb Strait, with the Strait of Hormuz already closed, and calls it the nightmare scenario.
Russia's Novorossiysk closure doubles the oil off the market. He reports that Russia closed Novorossiysk, its largest export facility, which ships over 2 million barrels a day. He says this leaves twice as much oil off the market as during the worst part of the war a couple of months earlier. He expects Trump to ask Zelenskyy to "lay off a little bit."
He warns that even brief persistence of this outage turns severe. If the outage is sustained, he expects it to be "really bad." He says he cannot give a timeline but that it is "not that long," and that even a couple of weeks would be very damaging.
Mr. GlobalThe Worst Case Scenario With The Iran War Just Happened
The Houthis have now shown they can close Bab el-Mandeb by force. A fully laden Saudi VLCC, too deep for the Suez Canal unless roughly half unloaded, U-turned north, then turned back toward the strait and was struck and set burning in the Red Sea well short of it. He says the strait had been shut without a shot until now; oil jumped over $1 on the report.
The strike pulls Saudi Arabia, and its refineries, into the war. He assumes Saudi Arabia will respond, which he expects to move its roughly 3.5 million barrels a day of refining capacity up Iran's and the Houthis' target list, with 5 million barrels a day already lost elsewhere. If Saudi infrastructure were hit the way Russia's has been, he says "the sky's the limit" on oil and gas prices.