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Oil supply

Started by K-Dog, Apr 08, 2026, 04:54 PM

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RE


CNBC.COM 2026-07-28

Oil shipments are under attack on multiple fronts as fighting escalates in Red Sea, Hormuz and Black Sea

The two key Middle East oil chokepoints, the Strait of Hormuz and Bab el-Mandeb Strait, are now under simultaneous threat from Iran and its Houthi allies. In Europe, the Ukrainians are stepping up attacks on tankers and other ships associated with Russia in the Black Sea and Sea of Azov. The Caspian Pipeline Corporation suspended loadings due to Ukrainian attacks, jeopardizing Kazakhstan’s oil production.


The interconnection between all the Oil Resource Wars has really become apparent with the latest expansion to include the Red Sea, Black Sea and Caspian Sea.  Iran is the only OPEC country with substantial reserves aligned with Russia.  The global war being fought here is designed to take as much of this oil production as possible off line, thus raising the price and allow oil flowing out of the FSoA and other West aligned nations reap Windfall profits as long as they can still refine it and bring it to market.

The main questions revolve around how long Russia can go with their revenue stream so reduced and how long the Chinese can last on their reserves and using alternative energy resources.  At some point both countries will need to more directly interfere with the oil production out of other nations to retaliate.  I can see oil pproduction facilities in Africa and South America becoming targets fairly soon.

Further into the future, the question is how long before Hot War crosses the pond to the New World?  Production facilities in the GoM would be most likely, Oil Platforms out there are Sitting Ducks.  Most of the Drones don't have the range for attacks from Iran or Russia, but it shouldn't be long before long range drones capable of making the crossing become available.  Also possible that Brasil or Colombia could get drawn into the wars as staging ground.

Finally, when, where and who will it be that becomes desperate enough to use a Fusion Nuke to really do some damage to production?  One massive H-Bomb air burst blast over the GoM could take out a dozen oil rigs without killing too many people or leaving to much area uninhabitable. Not out of the question strategically speaking.



RE

RE


CNBC.COM 2026-08-12

Hormuz closure squeezes global economy as oil demand destruction intensifies, IEA says

World oil demand is set to fall further than previously expected this year, the International Energy Agency said Wednesday, as the impact of the closure of the Strait of Hormuz deepens.  The IEA forecast demand will drop by 1.6 million barrels a day in 2026. That’s 510,000 barrels a day more than its last monthly prediction in July.


Crude stockpiles also running low.  Should get interesting when they bottom out.  Timing could put it right in front of the election.  Cross your fingers.

RE

K-Dog

#77

THECRADLE.CO 2026-08-13

Iran rejects reports of ‘ceasefire extension’ with Washington

Tehran has continued to deny claims that there are any talks with the US, which has repeatedly violated the MoU with attacks and a blockade


All Iran has to do is let time do it's work.  Trump does not care about Americans, and Iran knows that fact all by itself will destroy the U.S. over time.  America rots from within, wait long enough, endure the stench, and America will be gone.  The fool will destroy it.  And America is too weak to stop him.

As evidenced by :


POPULARRESISTANCE.ORG 2026-08-12

Mutiny Aboard US Carrier Abraham Lincoln Off Iranian Coast

Recent reports indicate a serious mutiny situation aboard the USS Abraham Lincoln. Seven U.S. Navy personnel have possibly been killed and several others injured in a violent clash among the crew, highlighting growing unrest and morale issues during an extended deployment.


Did they run out of Friday night Prime Rib?  Will this story reach Fox News?

RE

Quote from: K-Dog on Aug 12, 2026, 09:46 PMDid they run out of Friday night Prime Rib?  Will this story reach Fox News?

Sure to be denied as Fake Newz.

RE

RE


WSWS.ORG 2026-08-12

Family members outraged over unbearable conditions on aircraft carrier USS Abraham Lincoln

Family members said sailors have faced non-operational toilets, showers without hot water, laundry facilities broken for weeks and prolonged waits for basic hygienic supplies. They described lines of an hour or more at the ship’s store, which was said at times to lack soap, deodorant and toothpaste. Relatives also reported periods in which food portions were rationed.


Still nothing from MSM sources, but obviously not Fake Newz.

With 7 Grunts Dead, this will be a major story.  Doubtful it can be contained long.


RE

RE


THEGUARDIAN.COM 2026-08-12

USS Abraham Lincoln sailors tried to jump overboard amid extended deployment – reports

Two leading specialist military papers, the Navy Times and Stars and Stripes, are reporting that there have been multiple attempts by sailors to jump overboard as poor conditions and mental stresses on the Lincoln reach the breaking point. The crew is in its ninth month at sea, and has spent 250 days consecutively without making land – a record for an aircraft carrier in modern times.


Well, it's made it to the MSM branded as a "mental health crisis".  Nothing about Mutiny, Riot or Dead Grunts so far.

RE

K-Dog

#81

CNBC.COM 2026-08-15

Iran rebuffs Trump’s claim over Strait of Hormuz amid report of another ship being struck

Iran rebuffs U.S. President Donald Trump’s claim that the Strait of Hormuz would soon become a U.S. territory.

Caligula / Mar-a-Lago

ROMANEMPIRETIMES.COM 2024-02-17

Did Caligula really declare war on Neptune?

A story about the day emperor Caligula ordered his soldiers to fight with the waves, declaring war on Neptune.


Rhyming Times these are.  Not talking about making war on the sea, which taking possession of the straight of Hormuz is.  The mad king parallel rhymes like a wine glass shattered by a singers voice.

The actual beach where Caligula commanded his legions to attack the surf was the coast of northern France facing Britain.  When reality resists a mad emperor's grand plans, even the sea will become the stage for rage.  He howls at the tide, but his screams are drowned by the noise of thundering surf.


QuoteThe Senate whispered in hushed tones, while the people spoke openly of their emperor's divine victory.

RE


NBCNEWS.COM 2026-09-02

Forget crude oil. The real energy crisis right now is in diesel.

Prices for the fuel that powers everything from boats and trains to farm equipment are nearing all-time highs as global refining capacity dwindles.


Diesel is definitely the more important distillate as far as oveerall inflation is concerned.  Gas just affects Happy Motoring, Jet Fuel Fearless Flying, but Diesel hits the prices of everything we eat, every toy we buy, every McMansion being built and every mine digging rare earth minerals out of the ground.  How much it costs your city to do snow removal this winter and how much to pump the fresh water and the sewage.  Up go the taxes to pay for it.

The Inflation is bad enough, but if/when real shortages develop, the very life blood of industrial society drains away.  It's like Bleeding Out for the whole civilization.  Drones & Missiles hit a few more refineries and we'll get there sooner rather than later.


RE

RE


CNN.COM 2026-09-16

As price of fuel ratchets up, so does anger of people who can no longer afford it

Protesters are taking to the streets around the world to voice anger about skyrocketing fuel prices and rolling blackouts, as the now months-long US war with Iran drives up the cost of energy globally.


How high does the price have to go in the FSoA before we get the riots too?  I would think $10/gal should do it.  Of course Amerikans are so fat & lazy they can't get up off the couch to riot.

Amerikan Exceptionalism.  It's all good as long as it's somebody else's problem. 🙄


RE

TDoS

Quote from: RE on Sep 16, 2026, 03:21 PMHow high does the price have to go in the FSoA before we get the riots too?  I would think $10/gal should do it.  Of course Amerikans are so fat & lazy they can't get up off the couch to riot.

$10/gal could do it. I would simply ease more into using the EV, as the Boy Scouts say, "Be Prepared!".

The solar panels and whole house backup battery permits have made it through the process, installation coming soon. I don't get it, to some extent. The advent of the Chevy Volt should have been a clue, oil folks certainly didn't sit idly by waiting in line for some pollution spewing monster truck or another. After all..peak oil was coming! The Volt was released 16 years ago, like, 2 or 3 peak oils ago!





RE

A volt can get you to the store.  Hard to say what you'll find there, since electrifiication of trucks hasn't gone too well.

RE

RE


CNBC.COM 2026-09-16

‘Science fiction’: Transport companies — the backbone of economy — are sounding alarm on fuel prices

Prices for diesel, the fuel type used to power trucks and trains, came in at an all-time high of around $6.31 per gallon on Wednesday, according to AAA. Diesel prices have surged more than 70% from a year ago, which analysts attribute to the supply shock from the U.S. war with Iran.


It's Harvest time too!  Between the Diesel foor the Tractors and the Diesel for the Trucks, Food Inflation has a ways to go.  Of course, Food & Fuel aren't counted in the "Core" inflation figures. 🙄  Counts in your wallet though.  At least they can still buy it here though.  For now.

RE

K-Dog

#87

CNBC.COM 2026-09-17

How record diesel prices will rip through the U.S. economy. Trucks, rails are only the start

Diesel fuel prices have reached record highs due to tight global refining capacity, geopolitical disruptions, and supply chain strain, impacting nearly every economic sector. Transportation costs rise for trucking, agriculture, and construction, pushing up prices for goods and heating oil. Small carriers face hardship while larger firms leverage contracts to offset expenses. Households brace for higher winter heating bills as refiners struggle to recover, leaving no immediate relief in sight.


PREPPERSWILL.COM 2026-03-06

Preparing for Fuel Rationing: How to Plan Trips, Storage, and Backup Transport

Fuel is rarely infinite, and disruptions from disasters or crises can swiftly restrict mobility. Effective preparedness involves monitoring consumption, combining errands, storing fuel safely, opting for efficient vehicles, and adopting alternatives like bicycles and e-bikes. Planning ahead, not hoarding, ensures continued movement, evacuation, and access to essentials when supply chains collapse.

K-Dog

Quote from: RE on Sep 16, 2026, 03:21 PM
CNN.COM 2026-09-16

As price of fuel ratchets up, so does anger of people who can no longer afford it

Protesters are taking to the streets around the world to voice anger about skyrocketing fuel prices and rolling blackouts, as the now months-long US war with Iran drives up the cost of energy globally.


How high does the price have to go in the FSoA before we get the riots too?  I would think $10/gal should do it.  Of course Amerikans are so fat & lazy they can't get up off the couch to riot.

Amerikan Exceptionalism.  It's all good as long as it's somebody else's problem. 🙄


RE


The out of date tune that refuses to get irrelevant.

Just as well since all rioting will do is get you hurt.  Would $10/gal gas do it ?  I think that might get a few pussy hats out of the closet.  Then the hatters can drive down to a designated area to protest, and then drive home.  Stopping for a snack along the way. 

The number of people who understand 1. and 2. give a shit about the issues is what ?

1 in 10,000 or less, that is what I am guessing.  Add the giving a shit part into the count, the ratio drops to maybe 1 in 50,000 as the better answer.

Leading to the conclusion that we can all bend over and kiss it goodbye !





I don't know Spanish and have no idea what she is saying. 


TDoS

#89
Quote from: RE on Sep 16, 2026, 05:29 PMA volt can get you to the store.  Hard to say what you'll find there, since electrifiication of trucks hasn't gone too well.

RE

Oh, Elon branching out with his big rigs from California like years ago seems to be proceeding exactly as expected. Start small, learn, do better,faaster, cheaper and presto....electrification of trucks looks like it is following the same path as EVs in general. Like he did with ebay, and as of late, knocking off various space delivery folks....otherwise known as "countries".


STATESMAN.COM 2026-08-28

500 Tesla Semi trucks are hitting U.S. roads. Texas is part of the rollout

Einride is deploying 500 Tesla Semi trucks across key U.S. freight corridors, including Texas, California, New Jersey, Illinois, and Georgia, starting in September 2026. The electric trucks will serve Amazon and other customers, leveraging Einride’s AI platform for efficiency and emissions tracking. Texas plays a central role due to its growing freight demand and planned Megacharger network. This large-scale rollout marks a major step toward scaling autonomous electric freight operations and converting contractual revenue into active service.