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Saudi oil boss issues global supply warning

RT | October 22, 2026

The US-Israeli war on Iran has caused an “unprecedented” shock to global energy markets, removing some 3 billion barrels of oil supply, Saudi Aramco CEO Amin Nasser has warned.

The war launched in February effectively shut the Strait of Hormuz, a crucial oil and LNG artery, sending crude prices up roughly 50%. Despite Gulf exports recovering to a reported 80% of pre-war levels, renewed attacks on vessels have kept markets on edge, with Brent hitting a five-month high above $112 this week. Houthi attacks on Saudi energy infrastructure and shipping have compounded the crisis, threatening another vital trade chokepoint, the Red Sea’s Bab el-Mandeb Strait.

In an interview with Al Arabiya Business aired on Thursday, Nasser said the nearly eight-month crisis had deprived global markets of an estimated 3 billion barrels of oil.

“The impact of this crisis on energy markets is unprecedented,” he said. “We have lost around 3 billion barrels since it began. And bear in mind that the Gulf accounts for roughly 20% of global oil demand.”

The figure is equivalent to nearly a month of global oil consumption and reflects cumulative supply losses caused by disrupted shipping, reduced production and logistical bottlenecks.

With global oil inventories already below their five-year average when the war erupted, prices could have soared past $200 a barrel, Nasser warned. He credited emergency reserve releases, China’s sharp cut in seaborne oil imports and Saudi Aramco’s East-West pipeline, which bypasses Hormuz, with averting an even more severe price shock.

Nasser warned, however, that even an end to the crisis could bring fresh pressure on oil markets, as recovering consumption and a rush to replenish depleted reserves will likely fuel another demand surge.

“Once things return to normal, we expect additional demand of around 3 million barrels per day – about 2 million from consumption growth and another 1 million just to replenish the reserves countries have drawn down during the crisis,” he said, noting that the added demand could keep markets under strain long after shipping routes reopen.
Fresh escalation fears

Meanwhile, fears of another escalation are growing as US-Iran talks remain deadlocked. Reports on Wednesday claimed Washington was quietly pulling troops from bases in Jordan, Qatar and Kuwait, evacuating some diplomats and their families from Saudi Arabia and preparing similar withdrawals elsewhere. Similar precautions were taken ahead of the US-Israeli strikes on Iran on February 28.

The moves follow US President Donald Trump’s rejection last month of Tehran’s proposal to reopen Hormuz in exchange for lifting the US blockade of Iranian ports, easing oil export restrictions, unfreezing Iranian assets and ending regional hostilities, including Israeli operations in Gaza and Lebanon.

Washington and Israel have since reportedly discussed another major offensive, potentially soon after the November 3 US midterms. Israeli Prime Minister Benjamin Netanyahu has also openly threatened fresh strikes on Iran, even without US backing.

October 22, 2026 Posted by | Economics, Wars for Israel | , , , | Comments Off on Saudi oil boss issues global supply warning

Riyadh Says Its Oil System Is Intact. The Numbers Say Otherwise.

By Larry C. Johnson | SONAR21 | October 22, 2026 

Earlier this month, Aramco’s chief executive, Amin Nasser, assured the markets that “our system is intact” and that Saudi Arabia could restore its full 12 million barrels a day of capacity within days. It is a comforting message, and Washington, European capitals and oil traders have every reason to want to believe it. It is not true.

Karl Miller has just completed a 37-slide operating assessment of Saudi Arabia’s energy system, covering everything from the oil fields to the fuel depots, as of October 20. I have read it closely. It is the most careful accounting of this damage I have seen, and it is careful in a way that should worry anyone counting on Saudi oil this winter. Miller does not count Houthi boasts, social-media videos or plumes of smoke as damage. He separates confirmed hits from claims, and he refuses to add up the design capacity of every facility that was struck as if it were all offline at once. Even with all of that discipline, the picture is grim.

A quarter of Saudi production is gone

Start with the headline number. In February, before the war, Saudi Arabia produced about 10.88 million barrels of crude a day. In September it was still producing 2.51 million barrels a day less, a drop of 23 percent. In August the shortfall was 4.64 million barrels a day, when output sank to about 6.24 million. From March through September, the Kingdom produced more than 800 million fewer barrels than it would have at its February rate. That is roughly eight days of total world oil consumption that never came out of the ground.

Aramco’s own books say the same thing. In the company’s reported figures, its liquids production fell from 10.56 million barrels a day in the first quarter to 7.57 million in the second, a 28 percent collapse in a single quarter. Natural gas and ethane fell nearly 6 percent. A company whose system was intact does not report numbers like that.

Exports followed production down. In one consistent tracking series, Saudi crude exports fell from 7.27 million barrels a day in February to 3.70 million in August, a 49 percent drop. They recovered to 5.62 million in September, but that is still 23 percent below the pre-war level.

The damage runs through the whole chain

The reason the recovery keeps stalling is that the damage is not in one place. It runs from the wellhead to the gas station.

At the front end, the Abqaiq complex, the plant that conditions most of Saudi Arabia’s light crude before it can be shipped or refined, sustained physical damage in July. In March, some 2 to 2.5 million barrels a day were curtailed across the offshore Safaniya, Marjan, Zuluf and Abu Safa fields. In April, Khurais and Manifa each lost 300,000 barrels a day.

In the middle, five of the Kingdom’s major refineries have been damaged or shut down. Ras Tanura, at 550,000 barrels a day the largest domestic refinery, burned and was shut in March. SATORP in Jubail lost three units in April, restarted at half capacity and was still running at only about 70 percent in May. SAMREF in Yanbu was hit in March. The Riyadh refinery caught fire on October 3. Jazan, a 400,000-barrel-a-day plant designed to turn out 250,000 barrels a day of ultra-low-sulfur diesel, shut down on July 27 after its power plant and tank farm were hit, and Ansar Allah attacks in August and September disrupted every attempt to restart it. Satellite imagery now shows tank damage at Petro Rabigh as well. The Juaymah gas-liquids plant, which feeds Saudi Arabia’s LPG exports, has suffered fires.

At the back end, the system for storing and moving fuel is being picked apart. Imagery of the Abha bulk plant from September 13 shows six tanks apparently destroyed and eight more damaged. A depot near Riyadh’s airport burned on September 19. Jazan’s tank clusters have been hit repeatedly.

And the East-West Pipeline, Saudi Arabia’s only way to move crude to the Red Sea and around a closed Strait of Hormuz, has been hit again and again. In April, 700,000 barrels a day of pumping capacity was knocked out. In September, repeated attacks took out three pumping stations and halted the line until a low-rate restart on September 22. On October 4 and 5, another pumping station near Khurais was reported badly damaged. The energy minister now says the line is running at 5.8 million barrels a day, against a rated 7 million. Even Miller notes that no one outside Aramco is metering the actual flow.

Why repairs don’t stick

Miller’s most important insight is that this is a system, and systems fail at their weakest link. Jazan is the clearest example. Fixing the crude units does no good if the gasification and power plant that run the refinery is still damaged, and fixing the power plant does no good if there are no tanks to put the diesel in. A refinery can be “restarted” on paper and still produce nothing useful. The same logic runs upstream. An oil field with every well intact still has to shut in if the processing plant or pumping station downstream of it is broken.

Every time Aramco gets one link repaired, another one gets hit. That is why restart announcements keep failing to show up in the production numbers.

Saudi Arabia is running out of fuel to sell

The most alarming numbers in Miller’s report are about refined products. By July, the latest month with complete data, Saudi refinery output was down 534,000 barrels a day from February, nearly 18 percent. Diesel output fell 21 percent. Diesel exports fell 47 percent, from 848,000 barrels a day to 446,000. Gasoline exports fell 40 percent.

The Saudis have been covering the gap by draining their tanks. Diesel stocks fell from 25.6 million barrels in February to 16.6 million in July, down 35 percent. Gasoline stocks fell by the same proportion. The world’s largest oil exporter more than doubled its imports of fuel oil, and it is burning more than twice as much crude directly in its power plants as it did in February. Some of that is the summer air-conditioning load, but it is not the behavior of a country with fuel to spare.

Lower stocks mean less cushion for the next attack. And there will be a next attack.

The trap Riyadh is in

Miller’s report spells out one more danger that I have not seen discussed anywhere else. If Saudi Arabia’s export outlets close, its oil has nowhere to go but its own refineries, its own power plants and its storage tanks. In July, domestic refineries and direct burning absorbed about 3.04 million barrels a day. Once the storage is full, that is roughly the ceiling on what Saudi Arabia could keep producing. Close Ras Tanura and Yanbu at the same time, and the Kingdom would have to shut in most of its oil fields. That is exactly the scenario Ansar Allah’s campaign against the pipeline, the Red Sea and the Gulf terminals is built to produce.

Why this matters to everyone else

The rest of the world is already living with the consequences. Saudi diesel exports are down by about 400,000 barrels a day, at the same moment Hormuz is restricted and Russian refineries are under drone attack. The International Energy Agency says the global diesel shortage will last well into 2027. Brent is above $100. Europe, which depends on imported diesel, is already rioting over the cost of living, and winter has not started.

Miller makes no claim that every barrel of lost output was blown up by a Houthi missile, and he is careful to say so. Some of the decline reflects shipping, security and commercial decisions. But the point is that it doesn’t matter to a trucker in Lyon or a farmer in Lombardy whether a barrel was lost to a missile, a closed sea lane or a refinery that has no power. It is gone either way.

So when Aramco says its system is intact, ask what the production figures, the export figures and the fuel stocks say. They say Saudi Arabia is producing a quarter less oil than it did in February, exporting half as much diesel, and drawing down its reserves to keep the lights on. Any new American or Israeli campaign against Iran will land on a Saudi energy system that has no slack left to absorb it.

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October 22, 2026 Posted by | Economics, Wars for Israel | , | Comments Off on Riyadh Says Its Oil System Is Intact. The Numbers Say Otherwise.

Iraq shuts key border crossing with Iran under US pressure: Report

The Cradle | October 21, 2026

Iraq shut the strategic Sheeb border crossing with Iran on 21 October, sources told western media outlets, framing the move as a result of intensified US pressure on Baghdad to strangle the Islamic Republic.

An Iraqi source told AFP that the crossing was shut “until further notice.” Two other sources said Washington is pressuring Baghdad to close more border crossings.

Iranian judiciary-linked website Mizan reported that the shutting of the crossing came “following a decision by the Iraqi prime minister’s office.”

According to other sources, the US wants Iraq to close all its border crossings with Iran.

“The US Treasury Department raised this with Prime Minister Ali al-Zaidi when he was in New York. All border crossings will be closed except for one crossing in federal territory and one crossing in the Kurdistan region. The US has asked all countries bordering Iran to do the same.”

Disruptions have also taken place on the border with Pakistan.

“Regarding Pakistan, yes, there have been disruptions to border exchanges with some neighboring countries,” Iranian Interior Ministry spokesperson Ali Zeinivand said on 21 October.

Reuters also reported on the closure of the Sheeb crossing.

The closure took place “to review security and install detection ‌equipment to stop the smuggling of prohibited materials,” the British outlet cites an Iraqi border official as saying.

Sheeb will be closed to ​passengers, vehicles and commercial trucks “until further notice,” the source added.

Valiollah Hayati, a security ⁠official from Iran’s southwestern Khuzestan, confirmed the closure and said consultations to resume operations were ongoing. Tehran has said Iraq failed to provide any formal notice prior to the sudden closure of the Sheeb crossing.

Separately, the UAE-based Al-Ain outlet reported, citing Iraqi government sources, that Iraq’s premier informed leaders of the Shia-led Coordination Framework, during a 19 October meeting, that Washington had demanded the closures.

“The US is pressuring Baghdad to close its border crossings with Iran,” an Iraqi source said.

Al-Ain further reported that Zaidi has stressed Iraq’s need to maintain a balanced position, adding that Baghdad rejected the US call for all crossings to be closed.

Washington then “proposed keeping only two crossings open, one in the north and the other in the central region – the Mehran crossing, which connects Iraq’s Wasit province with Iran’s Ilam province,” the Emirati report went on to say.

Baghdad reportedly rejected this as well, the outlet states, adding that US envoy Tom Barrack told the Iraqi prime minister that “this step falls within the policy of economic pressure on Iran.”

Zaidi was reportedly informed that the US will resume its war on Iran. “Iraq cannot become involved in this war, and its repercussions will affect the political system and the state,” the Iraqi source told Al-Ain.

The report states more crossings could be closed in the coming days.

The latest closure follows Iraq’s temporary shutdown of the Shalamcheh crossing in September, after Saudi Arabia alleged that drones launched from Iraqi territory targeted the kingdom.

It also coincides with US-imposed restrictions on Iranian flights to Iraqi airports.

October 21, 2026 Posted by | Economics, Wars for Israel | , , | Comments Off on Iraq shuts key border crossing with Iran under US pressure: Report

Another Round Against Iran Will Break What Is Left of the Gulf

By Larry C. Johnson – SONAR21 – October 20, 2026

Washington and Israel are talking again about “finishing the job” in Iran. Before they do, someone should take a hard look at the bill for the jobs already done. My friend Karl Miller, who has called this region correctly more often than most of the people paid to do it, sent me his latest assessment on Monday. His conclusion is blunt: on the current course, another round of escalation is coming, and the countries paying for it will be the ones that never got a vote.

The Gulf is being bled dry

Start with the people who are supposed to be America’s partners. The IMF’s October outlook reads like a casualty report. Kuwait’s economy is forecast to shrink 16.7 percent this year. Qatar’s will shrink 15.6 percent, and Bahrain’s 11.3 percent. The UAE, long sold as the region’s safe haven, is now expected to contract 3.9 percent, a seven-point swing from the IMF’s April forecast. Saudi Arabia is forecast to shrink 3.3 percent. The only Gulf economy still growing is Oman, and that is because its ports sit outside the Strait of Hormuz.

These are not paper losses. Qatar lost two LNG trains at Ras Laffan in March, about 17 percent of its export capacity. QatarEnergy says the repairs will take three to five years and will cost it roughly $20 billion a year in revenue. Saudi Arabia’s escape route around Hormuz, the East-West Pipeline to Yanbu, is crippled. My sources tell me four of its 11 pumping stations are severely damaged and out of service. Riyadh now projects a deficit of 4.9 percent of GDP, is borrowing to cover it, and has frozen non-essential spending.

Miller explains why this is worse than the headline oil price suggests. A damaged plant produces nothing to sell, but the payroll, the debt payments and the repair bills keep coming. A plant that is still standing but cannot get parts in or cargo out is in almost the same position. A $108 barrel of oil is worth nothing if you cannot ship it. And the cash the Gulf states used to invest at home and abroad is vanishing fast. If a government takes in 100 and must spend 70, it has 30 left over. Cut income to 80 and that cushion drops to 10. A 20 percent hit to revenue wipes out two-thirds of the money for everything else.

The Gulf states bought American protection to safeguard exactly this wealth. Instead, as Miller puts it, they have ended up paying for the costs of American strategy. That is a bargain they will not keep making forever.

A new round means a deeper shortage

Now consider what another round of American and Israeli strikes would do to a world that is already short of energy. Oil flows through Hormuz are running around 11.6 to 11.9 million barrels a day, against a pre-war level of about 17 million. Middle Eastern fuel exports are below half of what they were before the war. The International Energy Agency says diesel will stay tight well into 2027, and that the diesel stocks already burned will not be rebuilt before the second half of that year. Brent is around $108, up more than 75 percent from a year ago.

Every escalation so far has followed the same pattern. Iran answers by tightening its grip on Hormuz. Its allies in Yemen widen their target list. Gulf facilities that were patched together get hit again before they earn back the cost of repairing them. That is the cruelest part of Miller’s analysis: repeated attacks make repairs pointless, because nobody will spend billions restoring a plant that may be destroyed again next month. A new campaign will not reopen the Strait. It will close it further, take more Gulf capacity offline, and push diesel back toward September’s record of more than $200 a barrel, just as Europe heads into winter. France and Italy are already rioting over the cost of living. Imagine them in February.

Israel’s dark future

Miller’s harshest judgment is reserved for Israel, and it deserves a full hearing. He believes Israel will never recover from what it has done in Gaza, which a UN commission of inquiry concluded last year was genocide. In his words, the state is “done economically. It is done politically. It is done morally.” That is strong language, but the argument behind it is not hysteria. It is about how a state wears itself out.

His reasoning runs like this. Israel’s leadership has bet everything on military domination: hit every opponent hard enough that no one dares resist. Force can win battles, but it cannot make anyone accept the result. Every campaign therefore creates the need for the next one. Opponents rebuild, resentment grows, and the circle of countries willing to stand with Israel gets smaller. So the government doubles down with more force, because the alternative, accepting real limits on occupation and on its treatment of the Palestinians, threatens the political project it is defending. War becomes a way to postpone the reckoning, not avoid it.

The cost is already showing. The IMF says Israel’s economy is about 9 percent smaller than it would have been without the war. The budget deficit is heading to 6.2 percent of GDP, and public debt is on track to reach about 74 percent of GDP by 2031. Reservists are pulled from their jobs again and again. Israelis are already fighting over who carries the burden, with ultra-Orthodox men still far less likely to work or serve than everyone else. Foreign investors and partners grow more cautious with each campaign. Miller’s warning is that Israel’s project could become unsustainable long before its military power runs out. A country can keep its tanks and jets and still lose the economy, the alliances and the legitimacy it needs to survive. That is the dark and uncertain future he sees, and I find it hard to argue with.

Trump says Russia is doing nothing. Lavrov says otherwise.

Which brings me to the President’s latest reassurance. On October 13, Donald Trump said he does not believe either Russia or China is helping Iran. On Sunday he went further on social media, insisting that “Russia is doing very little to help the Islamic Republic of Iran, compared with what it could be doing,” if it is doing anything at all, and that he wants it to stay that way “unless some stupid people get in the way.”

Less than a day later, Russian Foreign Minister Sergei Lavrov stood next to Iran’s Foreign Minister Abbas Araghchi in Tehran and said the opposite. “I am confident that Iran’s cause, like Russia’s, is a just cause,” Lavrov declared. He said Russia “has no intention of abandoning the implementation of agreements with Iran in the economic and investment spheres,” and recommitted Moscow to the 20-year strategic partnership that formally took effect on October 2. He announced that Russian specialists will return to the Bushehr nuclear plant. He called for Hormuz to return to pre-war conditions, and tied that to protecting Iran from renewed attacks. Before landing in Tehran, he called Trump’s approach “wrong.”

To be fair to the President, Russia has not gone to war for Iran, and the partnership treaty does not require it to. There is no mutual-defense clause. But that is a lawyer’s distinction. Russia’s foreign minister does not fly into a capital under threat of attack to call its cause just by accident. Add the reported Russian satellite data reaching Iran’s allies and the steady improvement in the accuracy of Iranian and Houthi missiles, and the picture is of a partner that is careful, deniable and very much engaged. Moscow does not need to fire a shot. It only needs to keep Iran standing while America bleeds its Gulf allies and Europe’s economy.

The bill comes due

If Washington and Israel launch another round, they will be betting that this time force produces a settlement. Three years of evidence says it will not. What it will produce is deeper Gulf recessions, a longer energy shortage, more anger in Europe’s streets, and a bigger bill for an Israel that is already running out of room. Miller’s forecast is that the next round is coming anyway. I hope he is wrong this time. I doubt it.

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October 20, 2026 Posted by | Economics, Ethnic Cleansing, Racism, Zionism, Militarism, Wars for Israel | , , , | Comments Off on Another Round Against Iran Will Break What Is Left of the Gulf

Rising fuel prices and shortages have helped drive ongoing protests and rioting in France

Remix News | October 19, 2026

France’s fuel shortages persisted Monday, with roughly 14 percent of the country’s service stations reporting at least one product out of stock and hundreds completely dry, as diesel prices hovered near multi-year highs and President Emmanuel Macron began a Gulf tour aimed at securing additional supplies.

Official data from the Economy Ministry showed 14 percent of stations nationwide facing shortages of diesel or gasoline as of 9 a.m. Monday, up from 10 percent on Saturday.

Independent trackers drawing on the same government feed reported more than 1,600 stations with at least one temporary shortage and several hundred that had run completely out of the fuels they normally sell. Diesel was among the products affected, with median prices around €2.35–€2.36 per liter.

The disruptions have been most acute at TotalEnergies stations, which have capped prices at €1.99 per liter for gasoline and €2.25 for diesel since July.

More than half of the company’s roughly 2,300 sites have reported shortages in recent days, according to data analyses, as drivers seek the cheapest fuel and inventories run low. Regions including the Grand Est, Île-de-France and Normandy have been among the hardest hit.

The shortages are rooted in global market tightness linked to disruptions in the Strait of Hormuz amid conflict involving Iran, which has constrained refined product flows, particularly diesel. However, Ukraine’s ongoing strikes against Russian refineries have also played a key role.

France and other G7 members agreed earlier this month, under French chairmanship and with International Energy Agency coordination, to release up to 100 million barrels of emergency oil and diesel stocks. France is drawing down 10 million barrels of its own diesel reserves over three months, with the government estimating the move could cut pump prices by 12 to 18 cents per liter starting around Nov. 1.

TotalEnergies has separately pledged reductions of roughly 8 to 12 cents at its stations over the same period.

Macron arrived in Kuwait on Monday for a three-day tour that also includes the United Arab Emirates, Bahrain and Qatar. The Élysée said the goal is to secure additional diesel and oil volumes and explore alternative shipping routes, with senior executives from TotalEnergies and Engie accompanying him.

A presidential adviser said that the aim is “additional volumes and more supplies for the French people, which will indirectly have an effect on prices.” Macron has linked the price surge to the Hormuz disruptions and maintained the trip despite the weekend’s violent cost-of-living protests, during which fuel prices were among the grievances cited by demonstrators.

Prime Minister Sébastien Lecornu has said the reserve release should begin easing prices from Nov. 1 and that electricity bills will not rise this winter. Opposition figures have called the plan insufficient or a “scam,” arguing it does little to address longer-term vulnerabilities or the immediate empty pumps. The government has maintained that strategic stocks remain adequate and that the main issue has been logistics and distribution under high demand.

Drivers across multiple regions reported long searches for open pumps over the weekend, with some stations posting “out of stock” signs for diesel. The combination of high fuel prices and shortages has added to broader cost-of-living pressures that [have fueled] large demonstrations and mass riots on Oct. 17, which turned violent in several cities.

October 19, 2026 Posted by | Economics, Russophobia, Wars for Israel | | Comments Off on Rising fuel prices and shortages have helped drive ongoing protests and rioting in France

South Korean Assistance to the U.S. in the War with Iran: Between Allied Duty and National Interests

By Konstantin Asmolov – New Eastern Outlook – October 17, 2026

South Korean President Lee Jae-myung is trying to maneuver between pressure from the United States, which demands participation in the conflict with Iran, and risks to national security and reputation, opting for a strategy of stalling and minimizing a direct military presence.

The previous article explained why South Korea refused to join the United States in the “denuclearization of Iran” and how, in response, Donald Trump struck at Lee Jae-myung’s ambitions, nudging him toward the desired choice. And although President Lee’s rhetoric ultimately seems anti-war, in reality there are many loopholes remaining: for example, not a new contingent, but a decisive increase and expansion of the existing contingent’s mandate.

“No!” or “Maybe”

On September 16, Donald Trump said on social media that countries that “provided no assistance” would, after the war with Iran ended, have to “compensate” the United States for damages. Trump did not say whom he meant.

On September 17, First Vice Minister of Foreign Affairs of the Republic of Korea Park Yun-ju stated that the ROK’s participation in an international operation in the Strait of Hormuz region depends on a number of factors and is tied not only to relations with the United States but also to the safety of navigation, energy supplies, and the protection of the country’s citizens.

On September 18, Lee Jae-myung stated that South Korea would not deploy troops or military equipment in a way that would draw the country into the war between the United States and Iran. However, he allowed for minimal measures to protect South Korean vessels, oil delivery routes, and citizens, pointing to disruptions in crude oil supplies as one of the risks.

Apparently, eyebrows were raised in Washington, after which on September 19 the Blue House indicated that President Lee Jae-myung’s remarks did not amount to a rejection of Trump’s call for military cooperation. An administration official said that the government is considering practical ways to assist in close contact with the international community, including the United States.

The Specifics of the Future Conflict

Because the war with Iran follows a sine curve, and Donald Trump’s promises to “flatten Iran” alternate with talk of peace, it is possible that, once Trump enters a peace phase, Seoul’s need to rush to help the United States will temporarily disappear. Therefore, let us consider the scenario in which Seoul is actively pressed to help Washington—at least as proof of the Republic of Korea’s allied status.

Compared with previous deployments of South Korean troops as U.S. allies—whether in Vietnam or Iraq—they find themselves in a far more difficult situation. In both cases, this was a ground war in which South Koreans performed auxiliary tasks and mainly carried out clearing operations and fought poorly armed guerrillas, or guarded South Korean specialists while stationed in territory controlled by the Kurds.

However, although Iran does not have nuclear weapons, it has ballistic missiles and kamikaze drones in abundance. This means that wherever South Korean troops are located, they could become targets, especially since South Koreans have no experience countering such a threat, and any serious losses would both damage the country’s domestic political standing and hurt the president’s reputation. As the saying goes, victory has many fathers, but defeat always has one—and he is often the scapegoat.

If anything goes wrong, President Lee will be symbolically held responsible as the person who initiated South Korean participation in the war. At the same time, he may also be criticized for the fact that, in seeking to neutralize the threat of a military coup, he carried out a whole set of measures that could be seen as a certain decline in military readiness—which, alas, performed poorly when confronted with Iranian drones.

Lee Jae-myung’s Two Strategies

Lee Jae-myung understands this situation perfectly and will therefore adhere to two strategies.

The first is to stall for as much time as possible, especially since, under the country’s constitution, sending troops abroad must go through parliament. Because the conflict is escalating and there is domestic opposition, the timing of any troop deployment remains in question.

The situation is interesting: parliament is generally under President Lee’s control, and if he says “yes,” the National Assembly will vote according to his will. But if Lee throws up his hands and says, “I’m in favor, but the Korean people are against it, and we have a democracy, which I cannot go against,” then, on the one hand, outside observers may perceive this as a mutiny on board; on the other, the United States may find another painful way to push Seoul in the right direction. The hope here is rather that the geopolitical situation or Trump’s mood will change and assistance will not be needed.

The second strategy is to send assistance but minimize Korean participation in direct combat: patrol operations, intelligence and surveillance, demining assistance, medical or other humanitarian aid. As a government source told Yonhap, “we are discussing how to contribute safely, without direct participation in combat,” and according to the Dong-A Ilbo, South Korea is considering sending a P-8A Poseidon maritime patrol aircraft designed for long-range maritime surveillance, a supply ship, and explosive ordnance disposal specialists.

Another option is the Cheonghae Unit (the newest destroyer with a special forces team aboard), which has long been in the Middle East and is engaged in protecting shipping and responding to threats, including piracy. Increasing its size is not the same as deploying a new contingent, and when, on July 24, 2019, during one of the previous rounds of escalation, the United States demanded not only an increase in South Korea’s share of the costs of maintaining American troops but also the deployment of South Korean naval forces to the Strait of Hormuz, the Cheonghae contingent, which was supposed to fight Somali pirates, “expanded its area of operations” from the Gulf of Aden to the Gulf of Oman and the Arabian Gulf. In 2021, Cheonghae was also in the strait, but it was withdrawn to leave a window of opportunity for negotiations after Iran seized a South Korean tanker.

Iran’s Response: What Matters to Tehran Is the Fact Per Se, Not the Scale

It seems that the Iranian side responds in this respect much as North Korea does: what matters is the very fact of Seoul’s participation on the side of the United States, not the scale of such measures. Diplomats and officials have already issued a series of warnings, voicing fairly specific and inconvenient response options for Seoul.

On September 7, Iranian Foreign Ministry spokesman Esmail Baghaei published a warning in Korean, stating that Tehran would regard the military presence or participation of any third country in operations in the Persian Gulf and the Strait of Hormuz as direct support for the aggressor, which could entail “serious consequences.” At the same time, the diplomat stressed the importance of friendly relations with Seoul.

Earlier, Iranian expert Mohammad Marandi said that South Korea’s participation in the war could make it an enemy of Iran, and retaliatory strikes could affect not only military but also economic assets of South Korean companies in the Persian Gulf countries. South Korea gets most of its energy resources from the Near and Middle East, and a blockade of the Strait of Hormuz and attacks on vessels delivering petroleum products to South Korea would force it to urgently rethink its supply chains.

At the same time, the most convenient and safe backup supply-chain option is also uncertain, because it involves obtaining petroleum products from Russia. Talks on this issue have already begun, and South Korea is trying to prepare its European partners for the possibility of obtaining Russian petroleum products. But, first, the EU still has to be persuaded; second, it is not at all clear that Moscow would welcome this with open arms, knowing that this is not a conceptual turn toward Russia but a desire to solve a problem now that is de facto completely irrelevant to Moscow.

In Lieu of a Conclusion

Lee Jae-myung remains trapped. Refusing to send troops could lead to a further deterioration in relations with Trump, who could take actions against South Korea, such as imposing new tariffs. Sending troops carries certain reputational and domestic political risks. This is harder than a “test of strategic thinking” and a choice between two great evils.

Therefore, we will follow with great interest whether a parliamentary discussion finally takes place and what its verdict will be. It is interesting to see how ready South Korean military personnel and South Korean weapons are to take part in a modern war.

 

Konstantin Asmolov, PhD in History, leading research fellow at the Center for Korean Studies of the Institute of China and Modern Asia at the Russian Academy of Sciences

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October 17, 2026 Posted by | Economics, Wars for Israel | , , | Comments Off on South Korean Assistance to the U.S. in the War with Iran: Between Allied Duty and National Interests

John Mearsheimer Talking Iran with Iran

IRINN | October 11, 2026

October 16, 2026 Posted by | Economics, Militarism, Video, Wars for Israel | , | Comments Off on John Mearsheimer Talking Iran with Iran

Russia accuses France of ‘piracy’ over tanker seizure

RT | October 13, 2026

The Russian Embassy in Paris has accused France of “piracy” after its naval forces seized an oil tanker in international waters near Madagascar, rejecting claims that the operation complied with international maritime law.

French President Emmanuel Macron announced the detention of the DF Peak on Monday, saying the vessel was suspected of sailing under a false flag and involvement in illegal fuel transportation.

The tanker was intercepted 450 nautical miles south of Reunion, a French island territory east of Madagascar, Macron said.

According to MarineTraffic, the DF Peak sails under Benin’s flag. Macron did not identify the owner but described the seizure as part of France’s campaign to “fight the ghost fleet wherever it may be in the world.”

The Russian Embassy called the operation a “flagrant violation of international law,” dismissing France’s references to maritime regulations and “international sanctions” as a “fig leaf” concealing “outright piracy and robbery.”

The embassy denounced the sanctions as illegitimate unilateral measures and said the French authorities failed to notify Russian diplomats of the seizure. It added that officials are checking whether any Russian nationals were aboard.

Western governments have used the term ‘shadow fleet’ to describe vessels that allegedly help Russia circumvent sanctions on oil exports. Moscow rejects the designation, arguing that it has no basis in international maritime law.

France previously detained the Tagor tanker in the Atlantic in June, and British forces seized the Smyrtos in the English Channel later that month. Moscow condemned both operations as piracy.

In July, the EU adopted a mechanism allowing member states to sell oil and other cargo confiscated from sanctioned vessels. President Vladimir Putin subsequently warned that Russia could retaliate against ships carrying Western cargo.

The latest seizure comes days after Putin and US President Donald Trump agreed to expand Russian diesel supplies to American and global markets in an effort to ease soaring fuel prices.

Washington subsequently issued a temporary sanctions waiver covering Russian diesel trade until April 7, 2027. Trump announced initial deliveries of more than 300,000 tons, followed by another 500,000 tons in November, and 1 million tons thereafter.

October 15, 2026 Posted by | Economics, War Crimes | , | Comments Off on Russia accuses France of ‘piracy’ over tanker seizure

Four in five new UK jobs taken by foreigners – report

RT | October 14, 2026

Foreign nationals have filled 80% of new UK jobs over the past decade, while millions of Britons have remained on out-of-work benefits, according to a new report by the Centre for Social Justice (CSJ).

The UK think tank said on Tuesday that British nationals accounted for just 734,000 of the 3.7 million jobs added to payrolls between 2014 and the end of 2025. EU nationals accounted for 408,000 new jobs, while migrants from the rest of the world filled around 2.5 million.

“Employers have gained unprecedented access to overseas labour while taxpayers have absorbed the growing cost of domestic worklessness,” the report said.

The findings are part of a major inquiry chaired by former UK Work and Pensions Secretary Iain Duncan Smith. The report argues that successive governments have relied on low-skilled migrant labor while millions of Britons have been “written off” by the welfare system.

Since 2020, payroll employment among non-EU nationals has surged by 2.1 million, while the number of people claiming out-of-work benefits has risen by 2.3 million. Much of the employment growth was concentrated in health and social care, administrative services, hospitality and retail.

“Compounding this, ministers have repeatedly pulled the easy lever of immigration rather than providing a better deal for left behind communities,” Duncan Smith said, urging coordinated reforms to welfare, immigration and regional development.

Around 6.7 million people in England, Wales and Scotland now receive at least one out-of-work benefit, equivalent to roughly one in six working-age adults, according to the CSJ. Since 2019, the number of claimants exempt from requirements to seek or prepare for work has climbed by nearly 1.7 million.

Annual spending on working-age benefits is projected to reach £136.1 billion ($181 billion) in 2026-27.

The report comes amid mounting political pressure over immigration. Reform UK leader Nigel Farage has repeatedly accused successive governments of favoring migrants and minorities over the white working class, demanding tighter border controls and denouncing what he calls a “two-tier” system of unequal treatment.

Britain has also struggled to stop illegal crossings of the English Channel. Some 33,374 people arrived in small boats in the year ending June 2026, down 23% from the previous year, according to the Home Office. The crossings accounted for 88% of detected arrivals via illegal routes.

Public concern remains widespread. An August YouGov poll found that 69% of Britons believed immigration over the previous decade has been too high, while 43% considered it mostly bad for the country, up from 33% in 2016.

October 14, 2026 Posted by | Civil Liberties, Economics | | Comments Off on Four in five new UK jobs taken by foreigners – report

Here’s what Trump’s latest U-turn really means for Russia and Ukraine

By Fyodor Lukyanov | RT | October 12, 2026

The latest turn in Russia-US relations has shocked Kiev, outraged the EU, provoked discontent among a considerable number of politicians in the US, and left many observers around the world perplexed.

The Trump administration’s sudden decision to suspend sanctions on Russian diesel supplies appears to contradict its recent actions, including the adoption of tough new sanctions legislation intended to increase pressure on Moscow, and while some attribute the reversal to US President Donald Trump’s unpredictability, others see the beginnings of a new policy, or evidence of a fundamental change in the administration’s approach to Ukraine.

To understand what’s happening, however, we must look beyond the peculiarities of the US president’s public behavior. Trump’s extravagance, which frequently borders on the absurd, often conceals a relatively clear set of objectives, but whether those objectives are sensible is another question.

The most likely explanation for his latest reversal lies in domestic American politics, as the congressional midterm elections are less than a month away, and the Republican Party faces difficult prospects. Trump maintains an air of indifference, but losing control of both houses of Congress would condemn him to two years of political confrontation and considerable frustration.

He probably understands that there’s little prospect of fundamentally improving the economic situation, particularly consumer prices, before voters go to the polls, so for now, the emphasis is on psychological impact.

Russia isn’t the first country Washington has approached about increasing fuel supplies to international markets, and the more agreements Trump can announce, the more opportunities he has to proclaim that the White House is working tirelessly to protect ordinary Americans from rising prices.

The expectation, presumably, is that voters will forget how much of the present difficulty stems from Trump’s own actions in the Persian Gulf.

We shall soon discover whether this approach works, but there’s nothing particularly irrational about it, and Trump is pursuing a deliberate political objective. The fact that his latest decision contradicts previous statements doesn’t trouble him because he’s long operated on the assumption that words have value at the moment they’re spoken, but impose few obligations thereafter.

What does this mean for Russia, beyond the welcome prospect of additional budget revenues?

Colleagues from the Vatfor project have identified an important development, in that for the first time since the beginning of the conflict, the US president has made a significant decision regarding Russia without making Ukraine the determining consideration.

Until now, the Ukrainian question has been inseparable from virtually every aspect of Washington’s policy towards Moscow, but this time, not only has it been set aside, the decision directly contradicts Kiev’s interests at a particularly difficult moment.

Hence the indignation of the Ukrainian leadership, as from its perspective, the Americans have behaved unfairly.

There are probably several reasons for this change, but the principal one appears to be Ukrainian leader Vladimir Zelensky’s unwillingness to accommodate Washington’s demands that Ukraine stop attacking Russian energy infrastructure.

The strikes have become one of Kiev’s principal instruments of warfare, and American requests to curtail them have largely gone unanswered.

Trump, meanwhile, has become fixated on Russian oil supplies as a means of addressing rising fuel prices, and their importance shouldn’t be exaggerated, even if additional Russian supplies alone are unlikely to transform the global market. Nevertheless, Trump has evidently decided that Zelensky bears responsibility for aggravating the situation.

Once the US president reaches this conclusion, persuading him otherwise becomes extremely difficult. Therefore, for the moment, Kiev’s objections have simply been disregarded.

The more consequential question concerns American intelligence assistance, because to stop, or at least substantially reduce, Ukrainian attacks on Russian targets, Washington would have to restrict the intelligence it provides to Kiev, and much of this information amounts, in practical terms, to targeting assistance.

Trump already demonstrated willingness to use this instrument when around a year and a half ago, he temporarily suspended intelligence cooperation for several days to put pressure on the Ukrainian leadership.

A longer interruption would be a different matter and it would represent a genuine change in Washington’s approach to the conflict, effectively distancing the US from its Ukrainian partner, but whether Trump is prepared to take this step is uncertain.

There is, after all, an extensive informal coalition interested in maintaining the present course, and it includes the US defense industry, increasingly influential technology companies, European governments, and their political allies in Washington.

Trump encountered these forces during his previous attempt to advance his preferred settlement following the Anchorage summit, and that initiative ultimately produced little, so it remains to be seen whether the present effort will fare any better.

If Washington proves unwilling to exert sustained pressure on Kiev, the latest initiative could gradually lose momentum, and this is especially likely after the congressional elections, when the immediate political value of announcing presidential achievements will diminish.

The decisive question, therefore, is whether the US leadership can compel its partners to move in the direction it considers necessary, and if it can, an opportunity for further negotiations on a settlement could emerge.

There’s also a second conclusion which is particularly important for Russia, because Washington’s latest actions offer a glimpse of how Russia-US relations could develop after the military phase of the conflict ends.

The enormous collection of sanctions imposed on Russia is unlikely to disappear, and removing them would be exceptionally difficult, both procedurally and politically, given too many restrictions have become embedded in law and institutional practice.

Instead, the sanctions will probably remain formally in place, while decisions about their enforcement are taken according to circumstances; thus, when a particular restriction conflicts with US interests, Washington could suspend its application, but when the circumstances change, it can be restored.

In other words, sanctions will become instruments to be activated or deactivated according to immediate political and economic requirements, rather than permanent expressions of an immutable policy, and this is an important distinction between the American and European approaches.

The Americans generally display a greater degree of pragmatism as they are perfectly capable of proclaiming principles with great conviction, abandoning them when circumstances demand it, and returning to the same principles when doing so becomes convenient. European governments, by contrast, have increasingly bound themselves to political commitments from which retreat is both institutionally complicated and publicly embarrassing.

For Moscow, understanding this difference will be essential when constructing its future relationship with Washington now that the confrontation over Ukraine has reached a stage at which its consequences extend far beyond the immediate military and territorial questions.

Whatever the eventual outcome, it will help determine the structure of future political relations between Russia and the various components of the Western world, and while that structure is already beginning to emerge, its geometry remains unsettled, and the lines are still moving.

Fyodor Lukyanov is the editor-in-chief of Russia in Global Affairs, chairman of the Presidium of the Council on Foreign and Defense Policy, and research director of the Valdai International Discussion Club.

October 14, 2026 Posted by | Economics, Russophobia | , , , | Comments Off on Here’s what Trump’s latest U-turn really means for Russia and Ukraine

Europe’s Energy Hypocrisy, Russian LNG Profits and US Dependence

By Freddie Ponton | 21st Century Wire | October 12, 2026

For four years, Europe presented its energy break with Russia as a strategic and moral necessity, with Brussels expanding sanctions, promising to cut Moscow’s revenues and preparing a complete ban on Russian liquefied natural gas. Yet European companies bought more LNG from Russia’s Yamal project in the first nine months of 2026 than in the same period of 2025.

EU ports received a record 12.18 million tonnes of Yamal LNG between January and September 2026, an increase of 9.5% over the same period in 2025. The gas arrived in 167 cargoes, roughly one every 1.6 days. The EU received 85% of Yamal’s recorded deliveries by volume even as the project’s worldwide shipments fell by 1.3%.

Urgewald, a German environmental and human rights organisation, placed the estimated benchmark value of those deliveries at €7.88 billion, using cargo volumes and monthly European TTF gas prices rather than disclosed contract payments. European leaders spoke of economic separation while EU ports remained the destination for a multibillion-euro Russian LNG trade.

Sanctions that preserved trade

The EU’s ban on Russian LNG under existing short-term contracts took effect on 25 April 2026. Eligible long-term agreements signed before 17 June 2025 could continue supplying Europe through the end of 2026, with the prohibition taking effect on 1 January 2027. Brussels could announce the coming break while established contracts kept Russian cargoes moving.

Five months after the ban on imports under eligible short-term LNG contracts took effect, EU ports received 792,440 tonnes of Yamal LNG in September, slightly more than a year earlier.

Yamal sold most of its output under long-term contracts signed before the war. TotalEnergies agreed to buy 4 million tonnes a year directly from the project, CNPC contracted 3 million, Germany’s SEFE inherited a 2.9 million tonne agreement, and Spain’s Naturgy held another for 2.5 million tonnes. Novatek sold part of its own allocation through separate agreements with TotalEnergies, Shell and Gunvor, now known as Centalion Group Ltd, These contracts kept major European energy companies commercially tied to Yamal after the political rupture with Moscow, securing supplies that could be sold or traded through their international portfolios, with destination flexibility varying by agreement.

TotalEnergies chief executive Patrick Pouyanné confirmed that its Yamal agreements were linked to Brent crude. During periods of extreme volatility, those long-term contracts secured supplies that could cost less than replacement gas on the European spot market. When spot prices outpaced oil-linked purchase prices, the gap created an opportunity to earn more from selling the contracted cargoes.

Buyers could exploit that opportunity through global portfolios spanning ships, terminals, storage facilities and supplies from several producing countries. They could exchange cargoes, redirect available gas and meet customer obligations from alternative sources, freeing supplies for sale in markets offering stronger returns.

Russian officials acknowledged that portfolio buyers could swap Yamal supplies against gas from other sources and direct available cargoes towards the most lucrative markets. A Yamal cargo could fulfil one obligation while freeing another supply for sale elsewhere, allowing traders to earn from price differences across markets.

The contracts that bound companies to Russian suppliers also secured access to gas that could cost less than replacement cargoes bought at crisis prices. Keeping those agreements meant preserving both the supply and the trading opportunities it created.

The profits behind the policy

TotalEnergies owns 20% of Yamal LNG and holds 19.4% of Novatek, the project’s controlling shareholder. It also buys and markets Yamal cargoes, giving it commercial interests as both a shareholder and a cargo trader.

In July 2026, chief executive Patrick Pouyanné told analysts that lifting and selling Yamal cargoes generated an average of about $400 million annually. TotalEnergies had direct access to the cash booked through its UK trading entity. The income fluctuated with Brent crude prices because the contracts were linked to oil.

TotalEnergies also retained rights to dividends through its ownership positions, although sanctions limited its ability to transfer those funds from Russia to Europe. Pouyanné confirmed that some cash flows had been distributed without disclosing how much had been repatriated, while the company’s Novatek dividends, which he had valued at around $600 million annually in 2024, had previously remained stuck abroad.

The commercial incentive extended beyond the immediate Yamal income, as continued deliveries preserved access to contracted gas while removing Russian LNG before replacement supplies became available could drive prices higher across the wider market. Pouyanné warned at a French Senate hearing that replacing those supplies would force Europe to pay more, and told analysts in April 2024 that sanctions on Yamal would benefit TotalEnergies’ global portfolio by pushing LNG prices higher.

TotalEnergies had commercial interests under either outcome, as continued Yamal trade generated sales income while a sudden prohibition could tighten supply and raise the value of gas sold elsewhere in its portfolio. Continued access and greater scarcity offered different routes to income, leaving the company with a potential financial benefit even if Russian deliveries stopped.

A French Senate inquiry called in 2024 for France to lead efforts to sanction Russian LNG and end its own imports as soon as possible, yet two years later TotalEnergies was still earning about $400 million annually from Yamal sales.

Germany’s retained Russian contract

Germany’s state-owned energy group SEFE inherited a contract for about 2.9 million tonnes of Yamal LNG annually through the former Gazprom Marketing & Trading business, after Berlin nationalised its parent company, Gazprom Germania, in 2022. The group became Securing Energy for Europe, retaining the Russian supply agreement under German state ownership.

SEFE’s trading operation later attributed substantial profits across its LNG portfolio to contractual flexibility, freight optimisation and arbitrage, while its 2024 financial report recorded £411.2 million in EBITDA and £199.4 million in profit after tax. Those figures covered SEFE Marketing & Trading and its subsidiaries, without isolating the contribution from Yamal.

That flexibility extended to its Indian supply obligations, for which Reuters reported that the business had arranged cargoes from other sources to reduce freight costs. SEFE’s chief executive also explained that it could retain Yamal supplies in Europe and serve India from elsewhere in its portfolio when doing so was cheaper, although that account described an available trading option rather than documenting individual cargo swaps.

Under German state ownership, SEFE retained a long-term agreement for about 2.9 million tonnes of Yamal LNG annually, even as Europe sought to reduce its dependence on Russian energy. Berlin’s nationalisation changed the ownership of Gazprom’s former German business, but the Russian supply agreement remained in place, preserving its commercial ties to Yamal inside a state-owned international trader.

Shell’s phased withdrawal

On 8 March 2022, Shell announced a phased withdrawal from Russian hydrocarbons, including oil, gas and LNG, but later acknowledged that long-term contractual commitments remained despite the end of its spot purchases of Russian LNG.

Among those commitments was a 2015 agreement with Novatek for approximately 900,000 tonnes of Yamal LNG annually, with a term exceeding 20 years. In February 2023, a Shell spokesperson confirmed that the company was still receiving Russian LNG cargoes under that contract, almost a year after announcing its withdrawal.

Shell’s Yamal agreement sat within a global LNG portfolio, with its cargoes passing through a contractual transhipment point at Montoir-de-Bretagne in France. Across the wider business, Shell used its international operations to capture differences in regional demand and prices, and chief executive Wael Sawan attributed strong late-2023 trading results to arbitrage between eastern and western markets. Those results demonstrate the commercial value of portfolio flexibility, without identifying how much came from Yamal.

Naturgy and former Gunvor also retained access to Yamal supplies through long-term agreements, with Naturgy contracted for 2.5 million tonnes annually and Centalion Group Ltd,  for about 500,000 tonnes through Novatek. Reporting on Yamal’s portfolio buyers describes how companies could exchange those supplies with gas sourced elsewhere and direct cargoes towards more lucrative markets.

The contracts therefore carried commercial opportunities alongside their obligations, preserving access to gas that could be sold or exchanged within wider portfolios. Remaining in the trade could generate value even where companies presented their continuing purchases as a contractual constraint, although that potential should not be confused with a verified profit from each agreement.

Russian gas beyond Nord Stream

On 7 February 2022, then US President Joe Biden stood beside German Chancellor Olaf Scholz and said that a Russian invasion would bring Nord Stream 2 to an end. Asked how Washington could achieve that when Germany controlled the project, he maintained that the United States could ensure the outcome without explaining the mechanism.

Germany halted Nord Stream 2’s certification on 22 February 2022, preventing a pipeline that had never entered commercial service from beginning operations. Nord Stream 1 had already stopped delivering gas when explosions ruptured three of the system’s four pipeline strings on 26 September 2022, leaving only one Nord Stream 2 string intact. With the Nord Stream route out of operation, Russian LNG continued reaching European terminals through the contracts held by companies such as TotalEnergies, SEFE and Shell.

Yamal had begun exporting LNG in December 2017, almost five years before the Nord Stream explosions, and its seaborne supply network survived the loss of the pipelines. European companies continued buying Russian gas under long-term contracts, receiving by-sea supplies that remained commercially valuable even as the direct pipeline connection between Russia and Germany stood idle.

America captured the market

The decline of Russian pipeline supplies opened a larger European market for American LNG, and Washington worked with Brussels to expand the trade. In their 25 March 2022 agreement, the United States pledged to work towards at least 15 billion cubic metres of additional LNG for the EU that year, including supplies from international partners, while maintaining a regulatory environment that would support additional export capacity. The European Commission committed to working with member states to secure demand for approximately 50 billion cubic metres of additional American LNG annually until at least 2030, giving the effort to reduce Russian dependence a long-term market for US supplies.

American deliveries to the EU rose from 22 billion cubic metres in 2021 to 56 billion in 2022, exceeding the initial expansion target. By the second quarter of 2026, the United States supplied 63.2% of EU LNG imports, with Russia second at 17.3%. Europe’s retreat from Russian pipeline gas had been accompanied by a US-European policy effort to expand American supply, while Russian LNG retained a substantial place in the same market.

Dependence became leverage

Europe’s reliance on American supplies extended beyond LNG, giving Washington leverage over another essential fuel when the Trump administration asked the EU to release 120 million barrels of emergency diesel over six months. Washington presented reserve releases as an alternative to restricting American diesel exports, a threat with considerable force because the United States supplied around half of the EU’s diesel imports in August 2026.

Washington was pressing Europe to release finished diesel that could reach consumers without further refining, while its own emergency contribution consisted of crude offered to companies under loan arrangements requiring repayment in oil with additional barrels. The US Department of Energy’s September solicitation explicitly built replenishment into those contracts, leaving Europe under pressure to draw on immediately usable fuel while American releases carried a contractual obligation to restore its crude reserves.

The pressure was followed by a G7 agreement on 2 October 2026 to coordinate the release of 100 million barrels over four months, with a substantial diesel release brought forward into the first 20 days. G7 leaders also reaffirmed their commitment to refrain from energy export restrictions against one another, placing continued access to supplies alongside the agreement to draw down emergency stocks.

Washington had helped build a larger European market for American energy as part of the effort to reduce dependence on Russia, then used the prospect of restricting diesel exports to press European governments to release their reserves. Europe’s reliance on an allied supplier had left it exposed to pressure over access to fuel, with emergency stocks becoming part of the negotiation over keeping those supplies flowing.

A credibility crisis

European leaders need to explain how their effort to cut Russia’s energy revenues can be reconciled with rising Yamal deliveries to EU ports and European traders earning income from the cargoes. TotalEnergies’ disclosure of about $400 million in annual income makes continued trade harder to present solely as an unwanted contractual obligation, when the same agreement also sustained a valuable business. Compliance with the sanctions timetable does not resolve the political contradiction; it shows how much commerce that timetable allowed to continue.

Brussels also committed to building long-term demand for American LNG, while Washington later demonstrated its willingness to use fuel exports as leverage over European governments.

Whose interests are being served when Europe distances itself from Russian pipeline supplies, remains a paying customer for Russian LNG and becomes more exposed to American pressure?

European leaders owe their citizens an explanation of why Russia remained an acceptable supplier for profitable LNG contracts while economic separation was presented as a strategic necessity. They must also explain whose interests were served by replacing that dependence with greater exposure to Washington.

October 14, 2026 Posted by | Economics, Progressive Hypocrite, Russophobia | , | Comments Off on Europe’s Energy Hypocrisy, Russian LNG Profits and US Dependence

Europe’s mounting social chaos… chickens coming home to roost for proxy war against Russia

Strategic Culture Foundation | October 9, 2026

The European Union is witnessing a full-blown social revolt. Governing political parties and their economic policies are held in open contempt as public protests and strikes escalate across multiple countries.

Protests, mass marches, and industrial strikes are spreading across the EU in France, Belgium, Spain, Italy, Germany, Ireland, Portugal, and other countries. The grievances are various, from students and teachers over woeful education services, to healthcare professionals and transportation workers denouncing crumby wages and pension cuts.

But at the core is a warmongering, dehumanizing system of capitalist inequality.

Unbearable living costs for basic needs, from food to housing, are driving millions onto the streets in desperation and anger at the lack of adequate political response to their concerns. As one French student said: “Too young to be listened to, old enough to be tear-gassed.”

The entire political system is being brought into disrepute for its dysfunction and indifference towards meeting rudimentary human needs. Then, infuriating all the more, are lies from the elite rulers and their propaganda media about “national defense and threat of war from Russia.”

In Spain this week, an 87-year-old frail woman known as Maricarmen died in hospital after she was evicted from her Madrid home because she could not pay the extortionate rent increase. Her plight has come to galvanize a nationwide protest against Spain’s housing crisis, a crisis that is repeated across every European country. Protesters shouted furiously that the pitiful old woman was “murdered by the state and corporations.”

In France, the brutality of police against student protests has shocked the nation and the world. Nearly 7,000 young people have been arrested, as riot police tear gas and shoot at largely peaceful rallies. Students gathering at the Place de la Bastille in Paris and other cities vow that they will not back down. One student had his hand blown off by a police stun grenade while another teenager lost an eye from a rubber bullet fired at close range.

The Place de la Bastille is where the French Revolution manifested in 1798 against a hated aristocracy amid abject misery. Today, the tensions are boiling towards another momentous rebellion, this time inspiring again similar movements across Europe.

These protests and the inhumane suffering that underlie them are channeling uprisings all over the EU.

There is a palpable sense that populations en masse have had enough of decades of inequality and chronic deprivation inflicted by capitalist policies that enrich a few and are enforced by governments slavishly serving the interests of capital over the needs of the citizen majority.

Western media reports talk about “cash-strapped” governments under pressure from bond markets to reduce record debt levels while workers, students and pensioners demand more public investment and relief from economic hardship.

That is a misleading partial portrayal of the problem. Omitted is the crucial backdrop that European governments are directing vast economic resources towards militarism and the proxy war in Ukraine against Russia. That is what is causing the “cash-strapped governments.” In other words, their declared fiscal straits are a policy choice, not some mysterious dilemma.

The social crisis sweeping across Europe is also seen in the United States and other Western-aligned nations. The background is a failed economic system that no longer provides a modicum of acceptable living conditions. The problem has been decades in the making from growing inequality and diminishing political representation. Today it is even questionable if Western states are democracies, controlled as they are by corporate oligarchies.

Nevertheless, the social crisis that is unfolding across Europe has been intensified and amplified by European political rulers operating in a relentless war mode against Russia.

The European Union has pumped hundreds of billions of euros into Ukraine over the past four years to prop up a NeoNazi regime run by a corrupt dictatorship – all for the objective of defeating Russia. The EU leaders – many of them unelected, like Ursula von der Leyen, Kaja Kallas and António Costa – are driven by an obsessive Russophobia. But that is only part of the explanation.

Other elected leaders and parties like France’s Macron and Germany’s Merz are also despised for their elitism and delusions of grandeur. Merz declares that he wants to make Germany the strongest military in Europe, in total tin-ear deafness to his nation’s economic and social problems and the sinister historical connotations of resurrecting Nazi Germany. Meanwhile, as his government suffers electoral defeat after defeat, European elites deprecate German voters as being blind because they dare to choose parties that are opposed to war with Russia.

There are many grounds for the Europe-wide contempt of ruling parties. Inequality, poverty, unemployment, soaring living costs, declining wages, deteriorating public services. Uncontrolled immigration amid the pressure on inadequate public resources is another cause for grievance. Europe’s complicity in the Israeli genocidal war on Palestinians, and Europe’s complicity in Trump’s aggression towards Iran, Yemen, Cuba, and so on, are other factors.

However, the bogus narrative that governments are “cash-strapped” is a cause for immense public disgust. There are plenty of economic resources to meet public needs. It’s a question of those resources not being permitted to create just and humane societies under the prevailing capitalist system with its priority of enriching a tiny elite class.

The conditions of “tight budgets” and “austerity for the masses” are created by deliberate policies of militarism and fuelling a proxy war in Ukraine.

European “leaders” and their NATO lobbyists like Mark Rutte demand hundreds of billions of euros to boost military industries while at the same time calling for draconian cuts in public spending and social welfare in order to pay for this reckless militarism. The EU is “lending” an additional €90 billion over the next two years alone just to prop up the corrupt regime in Kiev so that it can keep fighting a futile war with Russia. The perverse priority is driven by the military-industrial complex and its corporate investors. It is also driven by an ideological, propagandized mindset that demonizes Russia as an enemy. President Putin and other Russian voices have repeatedly stated that they do not want war with Europe. They say the conflict in Ukraine has root causes that can be resolved through diplomatic engagement. Why are European politicians implacably opposed to peace?

A major factor is covering for internal political and economic failure of the European system. The EU’s economies, as with those in the U.S. and other Western states, are bankrupt dystopias in terms of delivering on social and democratic needs. The failure has been compounded by the costs of war in Ukraine.

That failure is criminal and fatal for the politicians and governments who have overseen the policies. Thus, the political class, including the propaganda news media, cannot admit their criminal policies.

In the face of their own internal contradictions, the European political elites are seeking a solution by externalizing Russia as an enemy. This is the same modus operandi that European rulers have used for the past century and more, unleashing two world wars as a result.

These criminal politicians and their dysfunctional economic system are again pushing war as their escape plan for survival at the expense of millions of lives and at the risk of starting a third world war, one that this time around could involve catastrophic nuclear nemesis.

It is damning of virtually every European government, including primarily the British, that there are no calls for diplomacy and political settlement with Russia. They are committed to waging war on Russia to absolve themselves from the social devastation they are responsible for.

One positive thing, though, is that increasing numbers of people can see through the chicanery and lies. A German student placard summed it up: “We won’t fight your wars… Education not bombs!”

A day of reckoning is imminent. Criminal political leaders and their warmongering system are exposed like never before and in a way that demands total revolt as a proper solution. The consequences are not to be externalized this time. Chickens are coming home to roost, as Malcom X once said.

October 10, 2026 Posted by | Economics, Militarism, Russophobia | , , , , , , , , , , , , | Comments Off on Europe’s mounting social chaos… chickens coming home to roost for proxy war against Russia

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