Except for the mines, not cool, but IF this happens, some will get out. They’ll probably run a few empty (of personnel) boats through, make a path and all follow it. They’re running out of fuel, read a report says they’re running out of food. Wonder about fresh water?
Pirates be damned, full speed ahead. History is full of maritime shenanigans.
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As Trump or “They” put the squeeze on the oil producing ME countries and welcoming various tankers into The Gulf of Mexico, meanwhile enticing Iran to destroy U.S. competition in ME and majority ownership of some refineries in The U.S., Japan is making some major deals re: arms and military equipment, for the first time in 80 years.
It’s likely that Japan will become one of largest petroleum traders with The U.S., buying not only oil but FOOD, which they made a huge deal with The U.S. for in 2025.
The U.S. petroleum corporations have wanted OUT of The ME for a long time now; bring all the trading closer to “home”, preferably, at home.
Big Beautiful Ports on The Coast of California! Come on Pacific Rim countries, we’ll take your currency, you will have to pay the exchange fee though; however, if you pay in USD, no exchange fee AND we’ll give you a discount to boot. Or something like that…
Yep, this will do, until a unified currency for trade is worked out. Trade first, work the currency issue second.
Not disputing this was taking shape before the Trump administrations. But I guess you could say he’s helping it along much more than a Biden and a Harris one?
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My speculation: Biden helped it immensely by opening the borders. This is something I think Trump refused to do, which is why he didn’t get a 2nd consecutive term. Those 3 days he spent at Walter Reed, he spent talking with someone(s); my guess is Henry Kissinger, who tried to convince DJT to “do what he was told”, and it didn’t go over well. It’s a known that they didn’t like one another. Trumps defiance was clear when he exited the chopper upon return to WH, climbed the stairs and ripped the mask off his face. Biden did what he was told.
I have a big series on this entire hypothesis, over 6 parts. Put my name and NA BRI in the search and you’ll see it. I think I posted it here in 2023 or 2024. I started watching it in 2010, but most came together in 2019, just before COVID when my group read USMCA.
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Avoid those pirates, use Americas big beautiful Pacific ports!
Strategies and tactics at work!
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Jordan Maxwell would be quite pleased to see what’s happened to maritime law.
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Well, lookie, lookie here!!! Oh my!
The Gulf of Mexico plans are a temporary set-up. Never mind opening up The Strait.
CALIFORNIA HERE WE COME!
Wonder of someone(s) had advanced notice and decided to fire up those 3 refineries?
I think the piers and moorings, all the other equipment is ready to be assembled, just like the cargo ships at Philly shipyard. I will take longer than the 1 week to put together a super container cargo ship, but once they roll out, it’s be fast.
As “Metal Leo” said, (paraphrase) ‘We’re not going to know what they’re really doing until it’s too late for us to react.’
Don’t forget the beastie…
COMPONENTS
The platforms offshore California will be constructed the same way the super container cargo ships are being assembled - Components. Like Legos, they are ready to be fitted to one another. My best friend of over 50 yrs. who lives on Kauai tells me that platforms are being constructed all over the islands. O&G drillers do the same in The Gulf of Mexico. In this case, The Koreans are masters of it. San Francisco continues to be slowly vacated; no need to swipe it all at once, and SF will be the AI center of the entire U.S. portion of NA BRI. Long Beach already has lots of AI, but SF will have the most control. When they’re ready, it will happen quickly… (Little, then, all of a sudden.) I’m curious as to where these components are being stored right now? Until this is rolled out, China will get oil from Alaska, but Alaska doesn’t work for countries in more southern latitudes. (Updated map coming…)
Component ship parts. ONE ENTIRE BOAT A WEEK! Incredible.
Latest on SF from Metal Leo:
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China needs FOOD! Soybeans. I can hear the private back talk between Trump and Xi - Not just about paying up, but a NEW deal, something on the order of: We will sell you food, but not to the exclusion of buying Oil from us. You want to buy all your oil in the Persian Gulf area, I’m sure they’d be cooperative in selling you food as well (if they had any to spare). I do believe Trump made a hard deal; which is the only kind of deal to make with China.
Video from ‘Sweet Mary’: https://youtu.be/o6btynzLRtU?si=16miBcjV7F2EzPkn
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Wonder how many get pushed out this time?
https://www.youtube.com/live/oXLv98wPRxQ?si=c4PohbJGUxFk-JZG
Really?! Ya think?!
Energy Reliance Is Moving West
By Joel Litman, chief investment officer, Altimetry
The Strait of Hormuz is redrawing global supply…
Typically, about one-fifth of the world’s seaborne crude oil passes through this waterway, which connects the Persian Gulf to international markets.
But due to the Iran war and escalating attacks on oil tankers, the strait has become an energy choke point.
The International Energy Agency (“IEA”) says global oil inventories fell by 250 million barrels across March and April. And Gulf-producer supply losses now top 1 billion barrels.
Those aren’t normal drawdowns. They’re the kind of numbers that force refiners, petrochemical producers, airlines, and fuel distributors to rethink where their next barrels will come from.
Today, we’ll explain why this energy shock is pushing buyers toward more secure supply… and why that should favor U.S. producers and infrastructure owners.
The bottleneck has become the biggest story…
Disruption in the strait is showing up in three places at once: inventories, production, and demand.
The IEA expects global oil inventories to fall by 2.6 million barrels per day (“bpd”) on average in 2026. That’s a huge increase from its prior estimate of just 300,000 bpd.
The agency also expects inventories to drop by 8.5 million bpd in the second quarter… even with emergency reserve releases included.
And the production hit is just as severe. The IEA estimates that Middle Eastern countries collectively shut in 10.5 million bpd of crude production in April.
For years, investors assumed disruptions like these could be managed. But that isn’t the case.
Demand is beginning to fall. Consumers and businesses are responding to less supply and higher prices by using less fuel. OPEC cut its 2026 demand-growth forecast from 1.4 million bpd to 1.2 million bpd.
But lower demand can only ease prices for a while. It’s not a long-term fix. It can’t replace lost production or rebuild supply chains.
All of this means the U.S. has to do more heavy lifting…
In response to the crisis, producers outside the Middle East have increased output and pushed exports to record-high levels.
The IEA predicts American oil supply will soar by more than 600,000 bpd in 2026, to 1.5 million bpd on average.
For buyers, this Western supply is valuable because it’s not exposed to disruptions in the Strait of Hormuz. It sits outside the Middle East supply chokepoint and can keep flowing even as political tensions rise.
That makes U.S. oil producers extremely attractive today…
They have deep shale resources and existing export infrastructure along the Gulf Coast.
They also have the ability to expand the systems behind the barrels – the assets that gather and process energy for global customers. That means they can scale their output to meet rising demand.
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And the opportunity isn’t limited to the producers, either. It extends to the infrastructure that moves and exports the barrels.
Every additional barrel needs gathering systems, processing capacity, pipeline space, storage, and export access before it reaches global buyers. That creates steady demand and pricing power for the companies that own and operate this infrastructure.
Simply put, when energy buyers start paying for reliability, those assets become more valuable.
The next build-out will happen behind the barrels…
Oil prices will keep moving with the headlines. Every little bit of news about the war will drive short-term volatility.
But the investment opportunity here doesn’t involve guessing each price move in crude… It’s about identifying the energy producers and infrastructure companies that can meet demand when times get tough.
The Iran war has exposed how thin the global energy cushion really is. As a result, countries that get their oil from the Middle East will look for barrels from regions with more reliable access, stronger infrastructure, and lower choke point risk.
The U.S. ticks all those boxes.
And the companies that gather, process, store, transport, and export U.S. energy will soar in value as buyers look for secure supply.
If you’re looking to profit from this global shift toward energy security, U.S. oil producers and infrastructure companies are your best bet today.
Regards,
Joel Litman
May 19, 2026
Icebreakers Being Built in Galveston. Ships and Ports everywhere!
https://youtube.com/shorts/UAeWJp4FA3k?si=DEUIYYoTyzCQl_Wx
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Further clearing population out?
https://www.youtube.com/live/caYb5dvPe5A?si=gGdgvuKK2VVNcxnF
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This guy is sooo close, or maybe I’m not? Nah, I think I got this, but this man knows The Plan.
NEW MAP W/ROUTES DRAWN
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Although I’ve only listened here & there[leaving for appt]
There is an underlying cooperation between oligarchs[including CHINA & Iran]
ALL to change over to Regional TECHNATES.
CHINA is selling quite a lot of weapons, to ALL sides.
Will listen it all, later today.
China does not live or die; on Imported Oil thru the strait.
Good on containment of CHINA.
ZIONISTS want to cause Famine in China.
FRAME: Totalitarian Technocracy, Global Digital Prison.
ALL The NATION-STATES are their enemy.
They’ll maintain the nation-state myth…
Under extreme digital CONTROL By…
REGIONAL TECHNATES.
Chinese Belt & Road analyses good.
ZIONISTs are hitting choke pointS; energy centers; refineries; fertilizer centers; etc., etc.
To cause famine worldwide; especially, China
Or, the Chinese & Zionists are working together, with other Useless Leaders…
To cause billions of deaths…
To achieve manageable populations…
500 million living humans total.
8 billion+ target number, to extingiush?
Starts at 5 minutes 40 wseconds in
Or, they are redirecting trade to straight across The Pacific, where the profits to be made are not in the billions, but TRILLIONS.
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