The Five-Year Fuel Crisis: Why the World Economy Is Paying for a War It Thinks Is Ending
By Larry C. Johnson | SONAR21 | October 4, 2026
Once again Karl W. Miller has put numbers to a problem that most of the commentariat still treats as a temporary price spike. His latest forward outlook, “The Five-Year Global Energy Crisis,” dated October 3, makes an argument that should alarm every finance ministry from Berlin to Jakarta. The war’s damage to Gulf energy infrastructure is not a disruption that ends when the shooting stops. It is a reconstruction problem measured in years and trillions of dollars, and while it is solved, the world will be short of the fuels that run its economy.
A ceasefire is not a repair crew
Miller’s central insight is simple. A ceasefire can reopen a shipping lane overnight. It cannot manufacture a compressor, mobilize commissioning engineers, or pay a contractor. The next phase of this crisis, he writes, is a competition for cash, equipment, qualified contractors and finished fuel.
His cost model is sobering. In his aggressive case, rebuilding the damaged Gulf energy system requires $1.16 trillion in total program funding. Under prolonged stress, with scarce equipment, rising prices and delays, the bill reaches $2.53 trillion. Even his most favorable case runs to nearly half a trillion dollars. He is careful to say these are model outputs, not contractor quotes, and that the true extent of the damage is the largest unknown. An April assessment put energy-related repair costs at only $34-58 billion. But the direction of his argument doesn’t depend on the exact figure. Every month of delay makes the same repair more expensive, because the global market for specialized equipment and crews is already stretched by LNG expansions, refinery maintenance and power projects elsewhere.
The timeline is just as stark. Weighted by cost, the rebuild averages almost five years from today. Only 60% of the work finishes by 2031, and the longest-lead packages run to seven years.
The money problem comes first
The most original part of Miller’s analysis is about cash. A damaged refinery may be worth rebuilding and technically repairable, and still sit idle because the government that owns it has to pay for food imports, salaries, electricity and water first. Lost export revenue doesn’t stop those bills. When a state borrows to keep paying them, that money can’t also pay an engineering contractor.
Iraq shows the problem in practice. In July, it faced a monthly public salary obligation of about $5.96 billion with a funding shortfall of $2.52 billion. A government in that position rebuilds nothing. It pays its people, and the export capacity that would restore its revenue waits. Miller’s warning is that this trap can stop reconstruction before it starts: without engineering funds and vendor deposits, factory slots go to other customers and delivery dates slip.
The fuel gap is the global transmission belt
For the rest of the world, the damage arrives through diesel and jet fuel. The figures Miller cites are already severe. Gulf diesel net exports in August were just over a quarter of prewar levels. Combined Gulf and Russian diesel exports were 1.6 million barrels a day below February. Global oil stocks had fallen 507 million barrels since February, and global refinery throughput in August was 4.2 million barrels a day below a year earlier.
Looking forward, Miller’s severe case assumes a shortfall of at least 3 million barrels a day of diesel and jet fuel, every year for five years. That’s about 1.1 billion barrels a year and 5.5 billion barrels over the period. He is explicit that this is a deliberate stress test, not a forecast, and that a faster-recovery path closes the gap by the fourth year. But the stress case is a plausible one. Restored capacity can be absorbed by refinery outages, deferred maintenance, recovering demand and delivery bottlenecks. Damaged refineries don’t come back at full capacity on the first day.
Inventories cannot fill a gap of that size for that long. Five and a half billion barrels is far beyond any country’s emergency stocks, which is why drawing down Europe’s reserves now, under pressure from Washington, only buys weeks. Without enough new supply, the balance can close in only one way: by using less fuel.
How the shortage reprices everything
The economic damage extends well beyond the missing barrels. When supply falls short, buyers bid for the marginal cargo, and that bid sets the price for all the fuel still being bought. Miller’s illustration: a $40-a-barrel premium across 10 million barrels a day of purchases adds $146 billion a year to fuel bills. Applied only to the 3 million missing barrels, it would add $43.8 billion and badly understate the real cost.
Scarcity also reprices credit. At $150 a barrel, a buyer purchasing 1 million barrels a day needs $2.25 billion to hold 15 extra days of inventory, and $3 billion at $200. Longer voyages tie up more fuel and more money in transit. A supplier can have the barrels while its customer can’t get a letter of credit. And a cargo that wins a bidding war for one country leaves another short. Competition redistributes the shortage before it eliminates it.
Who absorbs the shock
Diesel carries the crisis into the real economy. It runs road freight, farm machinery, mines, construction fleets and backup generators, none of which can switch fuels quickly. Higher diesel costs pass straight into freight rates and food prices, and when diesel isn’t available at any price, activity simply stops. Jet fuel carries the shock into aviation: higher fares, fewer routes and higher air cargo surcharges. Kerosene hits the households with the least room to adjust, in countries where it is still used for heating, cooking and lighting.
Miller’s regional assessment follows the money:
- Europe competes for replacement diesel and jet cargoes while running its refineries close to their limits.
- South and Southeast Asia face higher import bills, currency pressure and greater need for trade credit.
- Africa and smaller importers are the most vulnerable. Tenders fail, credit lines run out, and small cargoes become uneconomic long before global stocks are exhausted.
- The United States and other Atlantic suppliers face export demand competing with their own diesel needs, with refineries running so hard they have little tolerance for outages.
The ultimate balancing mechanism is demand destruction: freight deferred, low-margin factories idled, flights cancelled, and poorer importers losing every bidding contest. Miller warns against mistaking that for recovery. Lower consumption caused by rationing through price or credit is not a repaired energy system.
Case study: Europe
Europe shows what Miller’s framework looks like in practice. The continent burns about 5 million barrels of diesel a day, fuel for the trucks that move its goods, the tractors that plant its crops and, as winter approaches, the boilers that heat millions of homes.
How much does Europe produce, and how much does it import? Running flat out, EU refineries can produce roughly 4.5 to 5 million barrels a day of diesel and gasoil, and they are already operating close to their maximum. That leaves Europe roughly 85-90% self-sufficient at best. The remaining 10-15% comes from imports, and that margin sets the price for the entire market. Kepler puts the EU’s diesel imports from outside the bloc at about 580,000 barrels a day this year. Britain, which lost much of its refining capacity over the past two decades, is far more exposed: it imports more than half the diesel it uses.
The origin of those imports has changed dramatically. Russia was long Europe’s largest outside supplier until the EU embargoed Russian diesel in 2023. The Gulf filled much of the gap, until the war cut it off. Since March, the United States has supplied more than half of Europe’s diesel imports, and more than two-thirds in August and September. Europe has traded dependence on Moscow for dependence on Washington, and Washington has just shown it is willing to use that leverage, threatening an export ban unless Europe released its emergency stocks.
Europe’s diesel depends on imported crude as well. Its refineries run almost entirely on foreign oil: the EU imports about 97% of the crude it consumes. But the Gulf was never Europe’s main crude supplier. In 2025, Gulf Cooperation Council states supplied only about 7% of EU crude imports, Iraq another 5.8%. Europe’s crude now comes chiefly from the United States, Norway and Kazakhstan, which together supplied nearly half of EU petroleum imports in the second quarter of 2026. The volume has held steady; the bill rose 56%. But the crude isn’t the crude Europe’s refineries were built for. Much of Europe’s refining capacity was designed around medium sour crudes such as Russia’s Urals, with conversion units that turn the heavier part of the barrel into diesel. American shale crude is light and sweet. It refines readily into gasoline and naphtha, but it yields proportionally less diesel and jet fuel, the very products Europe is short of. As Miller notes, sour crude isn’t uniquely required to make diesel; the replacement barrels work, but not at the same yield or cost. The Gulf supply Europe really lost was finished diesel from Gulf refineries, and that is what the United States has replaced. The result is a double dependence: Washington is now Europe’s largest supplier of both the crude its refineries run and the diesel they can’t make. Even the non-American barrels carry risk. Most Kazakh crude reaches Europe through a Black Sea terminal at Novorossiysk, on Russian soil, a route that has already been hit by Ukrainian drones.
How long can Europe store diesel? This is where Europe’s apparent cushion turns out to be thinner than it looks. Unlike crude oil, which can sit in salt caverns for decades, diesel degrades. Under ideal conditions, conventional ultra-low-sulfur diesel can typically be stored for six to twelve months. With stabilizers, biocides and well-managed tanks, that can be extended to 18 to 24 months. Oxidation forms gums and sediment, water collects, and microbes grow in the fuel.
European diesel has an added problem. The EU standard, EN 590, allows up to 7% biodiesel in road diesel, and biodiesel oxidizes faster than petroleum diesel. Concawe, the European refiners’ research association, recommends a maximum storage time of six months for biodiesel and current blends containing it. Strategic stockholders can extend that by holding biodiesel-free product, but even then the reserve has to be rotated, sold into the market and replaced with fresh fuel on a cycle of a year or two.
That changes what Europe’s reserve really is. EU countries and Britain held about 52 million tonnes of gasoil and diesel in June, including nearly 38 million tonnes of emergency reserves, roughly two months of consumption. But a diesel reserve is not a stockpile Europe can fill once and forget. It is a stock that must be continually turned over, which means continually bought, and bought in the same tight market Miller describes. Every barrel released now to satisfy Washington has to be replaced later, at a higher price, from suppliers who are already short. And because diesel degrades, Europe can’t solve the problem by buying extra while it’s cheap and holding it for years. A reserve with a shelf life of a year or two cannot cover a structural deficit that Miller’s severe case puts at five years.
The conclusion for Europe is stark. It produces most of its own diesel but has no spare refining capacity. It depends on imports for the margin that sets prices, and those imports now come mostly from a single supplier that has shown it will use them as leverage. And its emergency reserve is both perishable and finite. In Miller’s terms, Europe is one of the buyers most exposed to the marginal cargo, and the least able to wait out a five-year shortage.
The implications for the global economy
Put together, Miller’s analysis describes a world economy facing a prolonged supply shock, not a temporary one. Fuel costs feed into nearly everything, so central banks fighting the inflation this crisis has already produced will face pressure for longer than they expect. Emerging-market importers face a combination of high fuel bills, weak currencies and tighter credit that has historically produced debt crises and unrest. And the reconstruction itself will absorb capital, equipment and specialist labor that would otherwise build new energy supply elsewhere, so the shortage may delay the investment needed to end it.
Miller’s strategic conclusion is the one policymakers least want to hear. Ending the conflict removes one source of disruption. It does not repair the energy system, which requires a separate sequence of financing, engineering, manufacturing, construction and commissioning that will take years. Until that is done, reliable fuel and the cash to buy it will determine which economies absorb the burden. Neither will be distributed evenly.
Trump’s Big Bluff on Iran
By John J. Mearsheimer | October 4, 2026
The Trump administration and its supporters – including the Wall Street Journal editorial page – are working overtime these days to spin the news around the Iran war to make it appear that the US is winning and Tehran had better submit to Washington’s demands before it is wrecked, maybe even “annihilated.” Indeed, Trump is preparing the option of bringing the military hammer down on Iran after the midterm elections if Tehran has not surrendered by then.
In effect, Trump and his supporters are waging a “maximum pressure campaign” against Iran in the mainstream media.
This campaign is sure to fail. If anything, it reflects the Trump administration’s desperation. The president started a war the United States was bound to lose, and there is little he can do now to change that basic fact.
Trump’s propaganda campaign has two dimensions – one economic and the other military.
First, the administration argues that Iran is being economically strangled by the US naval blockade coupled with Operation Economic Outcast, the strategy announced by Treasury Secretary Scott Bessent on 24 August 2026. At the same time, it maintains that oil is once again flowing out of the Gulf at rates not far below those that prevailed on 27 February 2026. The implications are obvious: the economic punishment being inflicted on Iran will force it to capitulate soon, while the US economy – and the international community more generally – is well on its way to recovery.
Second, the US is now building up its military forces for a massive military strike after the mid-term elections, when Trump will be free of electoral constraints. This growing threat of a devastating US attack, coupled with the economic pain being inflicted on Iran, is designed to get Tehran to quit now, before its situation becomes even worse.
There are huge problems with this strategy. It sounds persuasive when the mainstream media dutifully purveys it, but it falls apart when one looks closely at what is actually happening.
Consider the military dimension. The headlines say the US is sending 10,000 additional troops and a third aircraft carrier – the USS Theodore Roosevelt – to the Persian Gulf region, creating the impression that Iran will soon be confronting three American carriers. Moreover, the additional troops – on top of the roughly 50,000 US troops already in the region – are portrayed as evidence that Trump is seriously considering putting boots on the ground.
The aircraft carrier story, however, is quite different from what the headlines suggest. The Roosevelt is reportedly being sent to replace the USS George Washington, while the supposed third carrier, the USS George H.W. Bush, has already left the Middle East and is now in Thailand. Thus, there is presently only one carrier in the region. Indeed, this is the first time during the war that the US has only one carrier in the Middle East, and it is difficult to imagine that there will be more than two – if even that many – after the midterm elections.
The larger problem is that the Iran war is severely straining the US Navy. Its senior leaders warn that the current operational tempo is not sustainable indefinitely. Carriers and other warships are being rotated through extremely long deployments, which cause significant maintenance and readiness problems that will have to be addressed at some point. This problem is compounded by the fact that US ships have lost access to nearby logistics facilities and increasingly depend on a supply chain that reaches back to Diego Garcia, which is about 2,500 miles from the Persian Gulf.
But even if three carriers are available to strike Iran, what could they accomplish in a renewed air campaign that the US and Israel could not accomplish together during the failed 40-day bombing campaign between 28 February and 8 April 2026? Some might argue that the US could finally destroy Iran’s oil infrastructure. The problem, however, is that Iran retains a second-strike capability and could retaliate by wreaking havoc on the oil infrastructure of the GCC states. One shudders to think what the consequences would be for the international economy.
On top of all this, the US faces a serious shortage of high-end weaponry, which is one of the main reasons it ended the 40-day bombing campaign and has shied away in recent weeks from engaging in tit-for-tat bombing exchanges with Iran. One would think that the shortage of critical munitions – both for striking Iran and defending against Iranian retaliation – would limit the scope and intensity of any renewed strategic bombing campaign, thereby reducing its chances of success.
Regarding ground forces, simply counting the number of U.S. military personnel in the Middle East is misleading when assessing the possibility of putting boots on the ground. What matters most in a ground war is the number of troops in actual ground-combat formations. I estimate that, of the roughly 50,000 U.S. military personnel already stationed in the region, about 5,000 belong to such formations: roughly 2,200 Marines and sailors in the 11th MEU, 2,000 soldiers from the 82nd Airborne, and possibly another 800 Army personnel in Kuwait associated with Task Force Spartan. Of the roughly 10,000 additional personnel now being sent to the region, another 2,200 belong to the 13th MEU. Most of the remainder are sailors assigned to the Theodore Roosevelt carrier and its supporting warships. Thus, given present deployment plans, I estimate that by late November the United States will have just under 7,500 personnel in ground-combat formations in the Gulf region—roughly 4,400 in the two MEUs and 2,800 Army personnel.
There is no way a ground force that small provides a promising option against a country with Iran’s population and geography. Even tripling that number to roughly 23,000—which is highly unlikely—would not fundamentally alter the problem. Retired Army General Barry McCaffrey estimates that securing the Strait of Hormuz would require roughly 150,000 troops and three to six months of fighting. For comparison, Russia invaded Ukraine in February 2022 with roughly 190,000 military personnel, and that force proved insufficient to hold much of the territory Russia initially captured. Iran has more than twice the population Ukraine had at the beginning of the Russian invasion, and its geography is considerably more forbidding for an invading army.
Simply put, the United States has not assembled anything remotely resembling the ground force required for a large-scale invasion of Iran. Indeed, from Tehran’s perspective, an American decision to launch such an offensive with anything resembling the forces presently available would present Iran with an opportunity to fight the United States under exceptionally favorable circumstances.
At the risk of beating a dead horse, two further points are in order. First, given how unpopular the Iran war is with the American public, there would almost certainly be a huge uproar if large numbers of US soldiers began coming home in body bags. Second, how are the Marines, who are aboard amphibious assault ships, supposed to land on Iranian territory if the missile and drone threat from Iran is forcing the US Navy to keep those large and vulnerable ships far from the Iranian coast?
Let’s turn to the economic dimension. There is no question that the US is doing great damage to Iran’s economy and inflicting enormous hardship on the Iranian people. But that has been true for a long time. The key question is whether that punishment can coerce Iran into surrendering to American demands.
There is no evidence that Iran is caving in to American pressure, and there are three reasons to doubt that it will. First, it is exceedingly difficult to find a case in the historical record in which an economic blockade by itself caused the target state to surrender. Second, Iran sees the US and Israel as existential threats to Iran – hardly surprising given the genocidal language Trump has used when talking about Iran – and states that believe their survival is at stake are exceptionally difficult to coerce. Third, Iran has a formidable escalation option if the economic pain becomes too great: it can attack the oil and gas infrastructure of the Gulf states and Israel, as well as their highly vulnerable desalination plants.
In short, it is difficult to see economic pressure alone forcing Iran to accept Trump’s terms. That is probably one reason the United States is once again talking about using military force. But, as I argued above, that option holds little promise of producing a favorable outcome.
Finally, there is no question that more oil is flowing out of the Gulf today than was the case in early September. But both Iran and the Houthis are working hard to reverse that trend. Iran is attacking US-escorted tankers on a daily basis, while the Houthis are targeting vital oil infrastructure inside Saudi Arabia. Moreover, despite the increased flow of oil out of the Gulf, gasoline prices remain very high, and a host of other economic problems show no signs of easing anytime soon, including high diesel prices, persistent inflation, elevated mortgage rates, and dangerously high bond yields across much of the West.
All of this is to say that the Trump administration has powerful economic incentives to shut this war down as soon as possible. Indeed, it would hardly be surprising if there were a growing sense of desperation behind closed doors among Trump and his advisers.
This, of course, helps explain why the Trump administration and its allies are waging a media campaign designed to persuade Iran that its days are numbered and that it had better concede to American demands before it is too late. The facts, however, tell a different story. The success of this strategy therefore depends on Trump being able to bamboozle the Iranians into believing that Godzilla is closing in on them. There is little reason to think Tehran will be hoodwinked.
House Bill Would Ban Federal Use of Flock ALPR Data
By Ken Macon | Reclaim The Net | October 3, 2026
A new US bill, Ban Flock Act, has been introduced, with the aim of stopping the federal government from using automated license plate readers (ALPRs).
“Flock is eviscerating the very notion of privacy by installing tens of thousands of cameras in communities across America without their consent,” said Senator Bernie Sanders, who is planning a Senate version.
“Going to the doctor? Flock knows. Dropping your kid off at school? Flock is tracking you. Flock is always watching,” he continued.
According to the text of the House bill, H.R. 10691, federal agencies and officials are to be banned from acquiring, possessing, accessing or using ALPRs, or data collected by these devices, without an Act of Congress that explicitly authorizes it.
This would include data collected by private security networks, homeowners’ associations, commercial parking operators, and data brokers.
Any such authorization must set data retention at no more than 48 hours, and “rigorous protections for due process, privacy, free speech and association.”
State and local governments that have ALPRs would not be eligible for grants from the Justice, Transportation, Health and Human Services, Housing and Urban Development, and Homeland Security departments.
The bill, whose sponsors in the House are Alexandria Ocasio-Cortez and in the Senate Jeff Merkley, also seeks to make sure that no federal money is used to buy, lease, or operate ALPRs, while evidence obtained in violation of the proposed legislation would be inadmissible in federal court.
Individuals would be able to sue for actual and punitive damages, while state attorneys general would be able to sue to enforce the ban.
Toll systems would be exempt from the ban, but the data collected would have to be deleted within 48 hours of payment, and could not be checked against a law enforcement hot list.
“AI-powered cameras are keeping track of our every move and weaponizing this data against working people to make record profits,” Ocasio-Cortez said.
Merkley noted that the right to privacy includes the freedom to move around the community without every move being monitored.
The Ban Flock Act is not the first attempt of its kind – in early September, Republicans Thomas Massie and Eric Burlison introduced the Flock-Off Act, H.R. 10221, that also seeks to cut federal funding to state and local governments that use ALPRs, as well as biometric surveillance cameras.
In August, Florida Governor Ron DeSantis ordered Flock cameras to be removed from state highways within 30 days, a year after the state approved $4.6 million for 440 of these devices.
Earlier in the summer, Senator Josh Hawley launched an investigation into Flock, and later expanded it to include Axon, Motorola Solutions, and Verkada.
“Flock does not stand alone in this industry; you and others are building large camera networks, assisted by artificial intelligence, that intrude on the privacy of all Americans,” Hawley said at the time.
Hawley has his own anti-Flock bill that has been announced but the text of the bill has yet to be filed.
Republicans and Democrats are now going after the same cameras, and the bill cuts off the federal money and the data trade, not just the cameras.
Iran warns US allies in region: Reusing soil for attacks will bring ‘different’ response
Press TV – October 4, 2026
Iran’s Foreign Ministry spokesman, Esmaeil Baghaei, warned on Sunday that any future use of regional countries’ territory to attack the Islamic Republic will provoke a different and decisive response, stressing that Tehran expects its neighbors to uphold the principle of good neighborliness.
Speaking at a press conference in Tehran, Baghaei said countries in the region—especially those that placed their facilities at the disposal of the United States and the Zionist regime during the recent war—must reconsider their actions.
“If in the future we witness another aggression by America and the Zionist regime and their soil is used to attack Iran, certainly the response will be different,” Baghaei said.
He emphasized that all countries in the region have had a bitter experience with US military presence and intervention, adding: “We are eternal neighbors.”
Baghaei said Iran has quickly and clearly conveyed its grievances to regional countries, particularly those that provided territory and facilities to the US and Israeli regime during the military aggression.
He stressed that these countries bear international responsibility for participating in aggressive actions.
He noted that on the sidelines of the UN General Assembly, Iranian officials held good meetings with almost all southern Persian Gulf countries.
The spokesman also addressed the presence of the Israeli prime minister in the UAE, warning that the Zionist regime is seeking to sow sedition in the region.
He called on neighboring states not to allow their facilities and territory to be abused by parties that have shown no regard for regional security and prosperity.
UNGA participation a success
Baghaei described Iran’s participation in the 81st UN General Assembly as one of the country’s most successful international appearances.
A small but highly productive delegation, led by President Masoud Pezeshkian, attended the summit. He said meetings with counterparts, think tanks, and media helped explain Iran’s positions and logic on regional and global issues.
Responding to a US media claim that two members of the Iranian delegation were expelled from the US, Baghaei dismissed it as “pure lies.”
He said Iran’s travel, entry, and exit were fully notified in advance. One diplomat left New York due to US pressure, while the others departed according to the pre-arranged schedule.
“This is an admission by the host government that it violated its obligations,” Baghaei said. “It proves they are not a worthy host for the United Nations.”
He added that the US, having failed to prevent Iran’s participation and isolate Tehran, resorted to such “cheap news-making.”
Seven-day plan
Baghaei said Iran’s seven-day plan was the latest initiative to keep the diplomatic path open, and the world witnessed Iran’s responsible and goodwill-based approach.
He noted that previous experiences show the American side is not committed to diplomacy and has always shirked its obligations.
“That is why, while we speak of diplomacy, we will decisively defend Iran’s national interests and security. Our armed forces are vigilant, powerful, and ready to repel any evil.”
On US proposals conveyed via the Qatari mediator, Baghaei said they largely reflect previous US positions and specifically concern nuclear issues.
“We explicitly announced that our focus at this stage is the Strait of Hormuz,” he said.
He added that restoring security to the Strait requires concrete US steps, including stopping disruption of Iran’s commercial shipping, lifting sanctions, and ending other interventionist measures.
He said all items previously included in the Islamabad understanding, plus new ones added in recent months, must be honored.
“Sanctions imposed by America during this period must be lifted.”
UK envoy summoned over accusations
Baghaei said the British ambassador was summoned on Thursday to receive Iran’s official protest over baseless accusations linking Tehran to an alleged incident at a British airbase.
He described UK accusations against Iran as a “forward escape” because London knows Iran has demanded accountability for Britain’s participation in the military aggression.
“There is no doubt that Britain directly participated in this illegal war by providing its military bases,” he said.
He cited NATO Secretary-General Mark Rutte’s admission that bases in Europe were used during the US-Israeli aggression.
“The British government must be held accountable. It cannot escape responsibility with fabricated claims.”
US withdrawal from Iraq a ‘blessed’ step
Baghaei called the withdrawal of US forces from Iraq a very important and blessed development for consolidating Iraqi national sovereignty, and a sign of American failure.
He recalled the crimes committed during the 23-year occupation, including Abu Ghraib, and said Daesh and takfiri terrorism were products of the occupation.
“Foreign occupation creates the ground for violence, division, and insecurity,” he said. “We hope this step strengthens relations between the two countries and protects Iraq’s national sovereignty and independence.”
What is really happening in Venezuela?
By Raphael Machado | Strategic Culture Foundation | October 4, 2026
The year 2026 is passing quickly. In fact, it won’t be long before it ends. Still, we remember very well how this year opened: on January 3, the U.S. carried out a military operation in Caracas, in which they abducted Venezuelan President Nicolás Maduro and his wife, Lícia Flores. During this operation, a large part of Maduro’s bodyguards lost their lives. Maduro was close to a bunker, but he couldn’t reach it and seal the door in time before being captured.
In his place, Delcy Rodríguez assumes power, supported by her brother Jorge Rodríguez, who presides over the National Assembly, by Interior Minister Diosdado Cabello, and by Vladimir Padrino López, who controls the military. Far from betting on “free and democratic elections,” the U.S. endorsed the continuity of Bolivarian politics, keeping Delcy Rodríguez in power. Maria Corina Machado, Juan Guaidó’s successor in the Venezuelan “color revolution” project, has already fallen into oblivion.
What really happened during Maduro’s abduction? The circumstances were never sufficiently well explained, and we continue swimming amid rumors and hearsay. Occasionally, unverifiable information emerges that some elements of Maduro’s security team sold him out in exchange for financial compensation, never paid by the U.S. In fact, Venezuela’s interim government made several changes to the presidential guard after the abduction, even while denying that there was any betrayal.
But the big question is what happened to all the Russian and Chinese military equipment acquired by Venezuela. Why wasn’t it used on January 3? We are talking, for example, about Chinese JY-27A, JYL-1, and JY-11 radars, some of which have anti-stealth capability, as well as Russian Sukhoi Su-30 fighters and Russian anti-aircraft systems such as the S300 and Buk-M2. None of this appears to have been used during the U.S. attack. Lack of maintenance? Lack of readiness among Venezuelan soldiers? It is not known.
Since then, Delcy Rodríguez has been criticized extremely by foreign anti-imperialists for her conciliatory stance toward the U.S. Whenever news appears of a meeting between Venezuela’s interim president and some U.S. representative, such as Dan Caine of the U.S. Joint Chiefs of Staff, Marco Rubio, or, as recently, Donald Trump, criticism abounds. The same happens when the Venezuelan government issues its now-typical official notes celebrating “collaboration” with the U.S., the “improvement in relations,” “investment opportunities,” and so on.
Now, to some extent, it is quite easy to criticize Venezuela’s interim government while outside Venezuela and without having to deal with the same kind of pressure. In a practical and material sense, what options does Venezuela have today? To what extent can it directly and openly defy the U.S.?
The version offered by supporters of the current Venezuelan government is that Delcy Rodríguez’s priority is to preserve the Bolivarian political system and secure the return of Nicolás Maduro. Economic sovereignty can, to a certain extent, be sacrificed in the short term; the power structure cannot, since it is harder to rebuild or recover if it ceases to exist. In this sense, Delcy Rodríguez would be offering concessions to the U.S. in order to buy time, waiting until political changes within the U.S. – such as a Trump defeat in the midterms or, perhaps, in the next presidential elections – bring about a more favorable scenario.
The narrative is plausible and, frankly, in Delcy Rodríguez’s place I would do the same thing. There don’t seem to be many other options, at this moment, for Venezuela, besides damage control.
But how much is it possible to concede?
In just 1 year we have seen the return of the U.S. Embassy to Caracas, as well as the establishment of a CIA office in the country and the restoration of relations with the State of Israel.
On the economic front, the U.S. has come to approach the revenue from approximately 1 million barrels exported daily, whose value is only partially returned to the Venezuelan government for investments and spending authorized by the U.S. A good part of the value remains with the U.S. government, and Trump referred directly to this value as spoils of war.
Soon after, Venezuela granted the American company Trafigura the right to buy and export Venezuelan gold to be refined abroad, with approximately 400kg of gold per month being transferred to the U.S.
And more recently, Venezuela ceded to the U.S. majority control over unexplored Venezuelan reserves that would theoretically amount to 65 billion barrels of oil. These are areas in which the U.S. would make investments of 100 billion dollars to extract oil for 25 years, which would yield 200 billion dollars in revenue for Venezuela, but much more for the companies involved and for the U.S. government.
How much further is Delcy Rodríguez willing to go? That is the question.
Finally, it is reckless to believe that a change in the White House from a Republican government to a Democratic government would represent a turn of fortune for Venezuela. On strategic topics, there is a surprising continuity of foreign policy between different governments, which indicates to us that perhaps it is not the White House that dictates the real guidelines. Moreover, it costs nothing to remember that it was under Barack Obama that the siege against Venezuela really began, intensifying with each subsequent presidency, whether Republican or Democratic.
US military withdrawal from Iraq and the collapse of US-Israeli hegemonic project in West Asia
By Iqbal Jassat | Press TV | October 3, 2026
The departure of the final US military forces from Iraq marks a profound turning point in the modern history of West Asia.
For over two decades, the narrative of foreign intervention dictated that regional stability was impossible without Washington’s oversight. Today, that narrative lies broken.
The end of the US-led military mission is not the result of a benevolent diplomatic concession or a calculated policy shift by the Pentagon. It is, undeniably, a hard-fought victory achieved through the unyielding resolve of Iraq’s Islamic Resistance and the enduring steadfastness of its people.
Crucially, the withdrawal of American forces delivers a severe blow to the strategic calculations of the Zionist entity. For decades, Israel’s expansionist ambitions and its destabilising campaign of aggression across the region – from Palestine and Lebanon to Syria – have relied entirely on the foundational guarantee of US military backing.
Washington’s illegal military presence in Iraq served as a vital buffer and logistics corridor designed to fracture the Axis of Resistance and project power on Israel’s behalf. With the American shield removed from Iraq, the regional depth that Tel Aviv exploited to enforce its hegemony is rapidly collapsing.
The end of the US occupation severely limits the capability to isolate regional resistance factions, exposing the fundamental limits of Zionist expansionism when stripped of direct imperial protection.
The balance of power has fundamentally shifted, proving that the era of unpunished aggression across West Asia is coming to an end.
For 23 years, Iraq served as the central stage for a flawed experiment in imposed security. The 2003 invasion promised democracy and stability but instead delivered a legacy of institutional fragmentation, economic exploitation, and a vacuum that fueled regional terrorism.
In charting this path towards absolute liberation, none can deny the blueprint for true sovereignty remains Iran’s historic achievement of complete independence.
By expelling foreign military mandates and dismantling external control over its domestic wealth, Iran proved that a nation can cultivate formidable defensive and scientific capabilities entirely from within.
This self-reliant model stands as a direct contrast to the Arab Persian Gulf sheikdoms, which have long tethered their survival to American protection, effectively trading their strategic autonomy for a fragile security umbrella.
While these neighboring monarchies remain dependent on foreign bases and external guarantees, Iraq’s triumph demonstrates that genuine security cannot be imported or bought.
The reality of the past two decades, stretching from the sudden collapse in Kabul to the gradual eviction from Baghdad, proves that dependence on foreign superpowers is an inherently fragile strategy.
When foreign forces occupy bases under the guise of “protection,” they serve primary external geopolitical interests rather than the security of the host nation. The presence of these military installations frequently exacerbates regional polarization, turning host countries into potential flashpoints for broader wars they cannot control.
Iraq’s transition into a new era demonstrates a vital alternative: security is most durable when it is organically derived from national unity, localized defense capability, and regional cooperation. The resistance infrastructure that stood firm against occupation has demonstrated that an organized, highly motivated regional population can outlast the political will of an external superpower.
This moment serves as a stern warning to those Arab regimes tempted by the illusion of the Abraham Accords. Normalising ties with the Zionist entity under the pretext of economic benefit or strategic deterrence is a fatal miscalculation.
Entangling a nation’s destiny with a decaying occupation framework will neither guarantee security nor provide immunity from regional realities.
For the capitals still hosting US military bases or pursuing compromise with Tel Aviv, the message from Baghdad is clear: true stability is forged through regional integration, resistance to imperialism, and self-reliance—not through the permanent invitation of foreign militaries or treacherous pacts that betray the core causes of the Islamic world.
Most profoundly, this historic milestone radiates a powerful ray of hope to the people of Palestine, who have endured decades of devastating cruelty and brutal subjugation since the creation of Israel.
For a population resisting land theft, apartheid, and relentless military assault, the liberation of Iraq offers undeniable proof that even the most heavily funded occupation is not permanent. It demonstrates that when a people refuse to break, the architecture of oppression can be dismantled piece by piece.
The steadfastness of the Iraqi resistance serves as a direct message to the Palestinian struggle: the path of compromise is a dead end, but unyielding resistance eventually breaks the chains of tyranny.
Iqbal Jassat is an executive member of the Media Review Network, Johannesburg, South Africa.
10K More U.S. Troops Deploy as Trump Weighs New Iran Strikes /Suliaman Ahmed
Daniel Davis / Deep Dive – October 3, 2026
Fatuous False Flags
By Craig Murray | October 2, 2026
Rather than abandoning the plainly nuts Fairford narrative, Burnham and his government are doubling down on the claim it is an Iranian terror plot.
It remains quite possible the men were indeed fuel thieves, simply stealing fuel from farms. They appear to have been equipped for fuel theft and all they were carrying was petrol. It is worth a footnote that there is a very real history of US military personnel, and indeed British personnel, selling military fuel from bases. Stolen red diesel meant for HMS Bulwark fuelled fairground rides throughout England, which I think is rather lovely. But if the Fairford Five were fuel thieves, farms are more probable as the target.
We should pause here to acknowledge that USAF Fairford is falsely designated RAF Fairford, itself a propaganda lie, just like “RAF Lakenheath” or “RAF Mildenhall”. The UK is full of US military bases, on which US law applies. (My birth certificate gives my father’s occupation as “Clerk USAF”. He was employed at Mildenhall at the time).
It is a classic example of state propaganda that the petrol discovered in the Fairford vans was described by counter terror police as a potential accelerant for a bomb.
Well yes, petrol is that. It has however, rather more obvious uses too. The same technique was used at the height of the War on Terror propaganda in the Great Easter Bomb Plot, that never was. Police rounded up and arrested many young Muslims across the Manchester region, which was front-page news. They were all later released without charge.
But at the time of arrest the police announced they had found a potential bomb-making ingredient in a kitchen.
Well, they had. It was a bag of sugar. Sugar is indeed a potential bomb-making ingredient. Yet most of us have a bag in the kitchen. At least it did not take the police ten days to find the bag of sugar in the kitchen, unlike when they searched Charlie Rowley’s flat for a vial of novichok, and it took them ten days to “find” a bottle of perfume sitting on the kitchen counter.
For Fairford, on balance I think a false flag gone wrong is a little more likely than just fuel thieves. We know the men had no bombs and no guns, which makes the terrorist narrative rather hard for the government to sustain. But if they were patsies set up in a false flag, there would be plenty of things already on the base that go bang which could have been used to create the “terrorist incident” around them.
Two key points make me think this was a false flag. Firstly the lady farmer who called 999 was adamant there were more men that the five arrested and bailed. The others would have been the spycops – agents provocateurs – who would have been quietly spirited away from the scene. That also fits with the released information that it was one of the men who phoned in a warning about the “attack”.
It looks to me like a false flag spectacular had been planned, with US involvement as claimed by Trump and possibly Israeli knowledge as claimed by Netanyahu. This operation by the security services was viewed as over the pay grade of local police (who might be inconveniently honest) who were not in the picture. It all went horribly wrong for the government when an alert local farmer called the local police, and when a participant also called it in. That could have been one of the recruited “terrorists” who got cold feet, or one of the agents panicked they had lost contact with their line of command.
The use of recruited patsies to carry out false flags is now better understood. I have been writing about it since before the Newburgh bomb plot which was a particularly egregious example. In the United States there has been more awareness of and reaction to agent provocateur incited plots than in the UK.
For anyone sceptical, here is a summary of Newburgh:
In May 2009 the FBI arrested four poor men from Newburgh, New York, and announced it had foiled a plot to bomb two synagogues in the Bronx and shoot down military planes at Stewart Air National Guard base. The plot, the targets, the inert bombs and the disabled Stinger missile were all supplied by the Bureau. The recruiter was Shahed Hussain, a Pakistani fraudster who had become an informant to avoid deportation after a driving-licence scam. Paid nearly $100,000, he spent more than a year fishing at a Newburgh mosque, posing as a wealthy Jaish-e-Mohammed agent, before latching onto James Cromitie, a Walmart stocker and petty drug dealer.
Hussain offered heavenly reward and as much as $250,000. Cromitie brought in three others: Onta Williams, David Williams and Laguerre Payen. Hussain drove them across a state line to inspect the fake weapons, which federalised the charges and carried a 25-year minimum. They were convicted in 2010.
The sentencing judge, Colleen McMahon, said she believed beyond a shadow of a doubt that there would have been no crime except that the government instigated it, planned it and brought it to fruition. In 2023 she ordered the release of three of them, calling it an FBI-orchestrated conspiracy and writing that the real lead conspirator was the United States. She freed Cromitie in 2024 on the same basis, describing him as a small-time grifter with no history of violence and Hussain as a villain who had lured him with promises of both heavenly and earthly rewards.
The Golders Green ambulances arson was a classic of this false flag genre. Four young Muslims were recruited, in this case online rather than in person, by someone they never saw who was almost certainly a Mossad agent. They were offered money to attack the ambulances, which they did. The attack is then blamed on Iran through a claim on a Telegram channel on behalf of an “Iranian organisation”, Harakat Ashab al-Yamin al-Islamia, which is a Mossad fabrication.
HAYI first became known to the world through simultaneous press releases on 16 March by five Israeli government outlets in Israel, US and UK (including BICOM) and an article by the Israeli front “Foundation for Defending Democracy”. The FDD’s Nick Stewart travels with Kushner and Witkoff as part of the US negotiating team on the Middle East.
There are numerous reasons for doubting the real existence of HAYI. None of its material is in Farsi. All of its “attacks” have been minor arson attacks on pointless targets that hurt nobody. The grammar, calligraphy and imagery of its materials are all wrong.
The UK state itself has now debunked some of the Mossad HAYI narrative. On 29 April, when Essa Suleiman stabbed three men, the entire media blocked out the first Muslim victim and claimed an antisemitic terrorist attack on the two in Golders Green. The HAYI Mossad run “Iranian” Telegram channel immediately put out a statement claiming responsibility for the attack. But yesterday police and prosecution were forced to drop the claim it was a terrorist attack at all. The stabbing of the Muslim is charged as attempted murder, though still ignored by the media. So “HAYI” claimed responsibility for a non-existent terrorist incident.
A false flag can be, but is not necessarily, the state planting a bomb and then blaming someone else. It can be more complex – the state recruiting people to plant bombs. Those people may believe they are genuinely part of an ideological campaign, or may just be doing it for money.
The opaque Starmer rent-boy arson plot, in which Ukrainian male models burnt property associated with Keir Starmer, remains unclear, largely because any discussion of what lay behind the attacks was banned by the judge in the trial. But the media, with government encouragement, continually relays the story that the arsonists were recruited online by a man known as “El Money”. An interesting twist here is that the media constantly refer to him as Russian-speaking. But the evidence in court is that he spoke both Russian and Ukrainian.
Almost all adult Ukrainians can speak Russian. The number of Russians who speak Ukrainian is very small. Yet El Money is now routinely portrayed as Russian.
Which brings us to the whole question of Russian “hybrid attacks”, where we are asked to believe the narrative of the security services of states whose leaders are openly promoting war with Russia, about desultory and mysterious attacks. The rather sorry Leipzig drone is a good example. We have a more recent claim of Russian arson from Estonia, a state which has instituted massive discrimination against the 29% of its population who speak Russian.
Not only has Estonia closed Russian schools, libraries, theatres, churches, cinemas and university courses, it even refuses passports to people born and bred in Estonia, whose parents were born and bred in Estonia, if they cannot speak Estonian. That is totally contrary to numerous UN, Council of Europe and OSCE instruments on protection of minority linguistic rights.
It is one thing to insist on language qualification for citizenship for new immigrants. Many countries do. It is quite another thing to deny citizenship to a native linguistic minority. Estonia was part of Russia from 1721 to 1919 and of the Soviet Union from 1941 to 1991. It has Russian speakers.
So I decline to believe the Estonian government on Russian “hybrid attacks”.
Which brings us to the amazing “FlyDubai” hijacking and the heroic plumber who knew how to rescue a plane from a death dive because he watched Air Crash Investigation.
There are real problems with this narrative. One is that the plane is said to have dived approximately 15,000 feet in about 30 seconds. This is said to be confirmed by independent flight trackers.
The force was so enormous that the rudder ripped off the plane.
Picture a dive of 500 feet – that is more than a 40 storey building – per second. Picture that. 500 feet in a second. Imagine yourself falling that fast. The forces would be enormous inside the cabin. Anybody not strapped in would be lifted right out of their seats and probably hit the ceiling. Many would be injured. Any unfastened object, including major ones like food trollies, would be hurled about with great force. Baggage lockers would come unlocked as the weight of the bags inside was hurled up. Remember this dive ripped the rudder off. It would be impossible for anyone not strapped into their chair to keep their footing or seat.
We have a great many videos from on board the plane but nothing like this is shown. No video shows this kind of extreme situation, and the cabin at the end of the flight is remarkably undisturbed.
There is also a problem with that flight-tracking data. As pointed out by this commercial pilot on CNN, a plane can’t easily slow down in mid-air. He is disbelieving of how quickly the flight trackers show the plane returning to normal speed. He is also deeply sceptical of the ability to control the plane after the rudder came off due to loss of hydraulic fluid, and of the chances of the airframe staying together. Now compare that to the lack of cabin tumult.
I have seen it argued that if you entered the dive very gently and carefully without sudden change of pitch, and exited it similarly smoothly, then you would avoid extreme G-forces and the cabin might be relatively undisturbed. Even if so, it is hard to imagine the kind of smooth transition into the dive in the circumstances we are told were occurring in the cockpit, with the co-pilot deliberately putting the plane in a death dive while fighting with the pilot.
The smooth transition out of the dive in the official story was achieved by a plumber who knew what to do from watching Air Crash Investigation. I don’t think I need to comment on that.
We will never find out the truth about FlyDubai. The plane diverted to Saudi Arabia. The copilot who is being painted as an Islamic extremist will be isolated there and tortured by the Saudis. Netanyahu has already said Israel will join the interrogation. Do not believe any confession or evidence from the co-pilot.
The plane was a Boeing, so the USA will join the initial investigation alongside UAE, Saudi Arabia and Israel. A more potent coalition of Zionist evil does not exist. We will certainly have faked flight data recorder and cockpit voice recorder evidence coming from that shower.
I do feel something has snapped in people’s willingness to believe official narratives. The Skripal narrative was even more crazy than any of these, but most people still trusted government. Thankfully that faith has been seriously shaken.
G7 caves to US blackmail, announces ‘massive’ release of diesel reserves
The Cradle | October 2, 2026
G7 states will release up to 100 million barrels of emergency oil and diesel stocks over the next four months, French President Emmanuel Macron announced on 2 October, bowing to US pressure to tame diesel prices driven to record highs by the war on Iran.
The release will be coordinated by the International Energy Agency (IEA), and comes the same day as European Commission spokesperson Anna-Kaisa Itkonen said the EU “fully” rejected US threats to halt diesel exports unless Europe drew down more of its reserves.
“We fully reject any ban on diesel. A ban would not be beneficial to anyone. It would undermine our trust in the United States as a reliable partner,” she said.
She added that the EU Oil Coordination Group, due to meet on 15 October, could convene sooner if necessary.
Macron, who currently chairs the G7, had also spoken out against any export ban in a call with US President Donald Trump earlier that day, with his office saying he urged G7 states to act together “without export restrictions.”
The diplomatic scramble followed a push a day earlier from US Treasury Secretary Scott Bessent, who urged European states to speed up delivery on their existing reserve commitments.
“American farmers, truckers, and businesses should not be left carrying the burden of a global diesel shortage,” he wrote on social media.
Trump threatened the diesel export ban earlier this week, a move EU trade chief Maros Sefcovic warned would have “dramatic consequences for our economic performance.”
The US has threatened to starve France and Germany of diesel unless they release their emergency diesel stocks, with a European source saying Washington is pressing the EU to hand over 120 million barrels within six months.
China has also suspended refined fuel exports for October to rebuild its own depleted reserves, according to Reuters, further tightening a global market already strained by the US war on Iran.
Europe’s reliance on US fuel, which deepened after it banned Russian imports and the US-Israeli war on Iran cut supplies from West Asia, has cost the bloc more than $113 billion in extra energy payments this year, without it receiving “one extra molecule of gas or oil,” according to European Energy Commissioner Dan Jorgensen.
Meanwhile, Washington is also lending energy companies another 40 million barrels from its Strategic Petroleum Reserve (SPR).
The reserve has already fallen to its lowest level since 1982, and releasing the full amount would drag it below the minimum set under federal law.
Reporting of the RAF Fairford arrests blows the idea of a ‘free press’ out of the water
When the establishment media jettisons even the semblance of critical distance from the state
By Jonathan Cook | September 30, 2026
It’s easy to forget that the western media – the so-called “free press” – likes to distinguish itself from media in authoritarian regimes on the basis that, unlike them, it asks critical questions of the powerful, reports facts objectively, and formulates its analyses dispassionately.
They do propaganda, we do news – or so the western media argues.
The feverish coverage since five men were arrested in the early hours of Sunday morning close to RAF Fairford in the UK is blowing a very big hole in that claim.
Here are the known facts so far.
Three white vans, bearing the logo of a genuine fuel transit company, were spotted by a local farmer on the road outside her property as she returned from a party. Police arrived promptly and arrested the men, who were all British nationals in their twenties.
On Tuesday, it emerged that one of the arrested men actually called the police earlier – seemingly the reason officers were on the scene so quickly.
Although the men were initially arrested on explosives charges, no “viable” explosives were found. Although they were arrested on terrorism charges, which allow for 14 days of detention, they were released on bail under normal criminal laws in less than two days.
It has also emerged that the men had several empty “barrels” in their vans, plus one that contained what police described disturbingly as an “accelerant”.
Actually, that was simply a reference to petrol. The stuff that goes into vehicles to make them accelerate.
British prime minister Andy Burnham held a rare national emergency Cobra meeting over the incident.
Meanwhile, the Trump administration got involved because RAF Fairford, despite its name, is in reality a US air base from which American planes are waging an illegal war of aggression against Iran, with the UK’s blessing.
US Secretary of state Marco Rubio has said the incident “clearly involves the hands of a foreign actor”. When asked whether Iran was that actor, Trump replied: “It might be.” He added: “I know the answer… I can be very specific, but I’d rather not say.”
According to a report in the New York Times, “American and British intelligence services worked with Israel and Western countries to discover the threats against US bases, including ones in Germany.” [my emphasis]
Despite these sparse facts, the British media have uniformly rushed to a single conclusion: that this was almost certainly part of an Iranian terror plot to target the US airbase and its planes. The only room for debate allowed is whether the five men were witting or unwitting actors in that plot.
As the Guardian reported in its Wednesday edition, referring to this as a “complex investigation”: “An Iranian link to the bizarre events in the Gloucestershire countryside over the weekend is seen as increasingly likely.”
As context, let us note the following: that British and US officials have every interest in trying to hype this incident as an Iranian “terror plot”, whatever the actual evidence suggests.
Why? Because the US is waging an illegal war on Iran, and the UK is allowing it to do so from British soil. Under the rules of war, Iran has every right to attack RAF Fairford.
If the British state and billionaire-owned media were actually serving as a truly “free press”, they would be offering the context that RAF Fairford is a legitimate military target and that any attack on it by Iran would not constitute terrorism.
Of course, none have done so.
Instead, they have loyally regurgitated the British and US security services spin of a “terror plot” – based on no tangible evidence at all – that paints Britain and the US as the victims of a sinister and unwarranted act of Iranian aggression.
But context aside, an objective, sceptical media – a “free press” – would be reserving judgment on what had happened. It would be asking difficult questions. It would be offering plausible counter-narratives.
Again, none of this is happening. In the British media, there has been a lemming-like rush towards accepting uncritically the very conclusions that best serve British and US state interests.
The constant highlighting of a terrorism connection to the arrested men – for which there is no apparent evidence – is precisely the kind of coverage you would expect from state media in an authoritarian regime. This is about whipping up a public mood of fear, not about transparent fact-finding.
Notably, unlike the British media, the New York Times report does allow for another possibility, even if it instantly ignores it and then joins the British media in treating what evidence there is as proof of an Iranian terror plot.
The Times opens with a question: “The potential ambiguities – were the men Iranian operatives, petty gas thieves, or both? – added to the confusion surrounding the arrests that the authorities have yet to fully explain.”
“Petty gas thieves”! Men in vans with empty barrels close to a farm in the middle of the night. Is it possible they could simply be criminals?!
In fact, this conjecture has been all over social media since the first reports of the men being arrested surfaced. As new details have emerged, those suspicions have only grown.
And yet Britain’s “free press” has uniformly ignored this counter-theory in favour of the US and British security services’ narrative.
Doubtless, British journalists covering this incident would call the idea that this was simply a criminal group caught in the act unhelpful “speculation”.
But how is their no-more-plausible, and possibly less plausible, theory that this was an Iranian terror plot not equally speculation – if in their case, speculation that happens to be extremely helpful to the British and US security establishments?
There are other theories we could posit too, given the known facts. Israel, which originally pushed for the illegal and disastrous war on Iran, has been looking for a way to persuade the Trump administration to return to a full-scale bombing campaign.
US increasing Middle East military buildup – AP
RT | October 2, 2026
Washington is sending more warships and troops to the Middle East as US President Donald Trump is considering the resumption of large-scale strikes against Iran after the midterms, AP has reported.
Trump told reporters on Thursday that he has “to make a decision: either Iran signs a very fair deal, or it won’t exist any longer.” In a Time magazine interview published the same day, he said that new attacks on the Islamic Republic were “possible” after the US election on November 3, but declined to reveal any further details.
In its article on Thursday, AP said that a third aircraft carrier and some 9,000 additional service members, including 7,000 sailors and 2,000 marines, are currently on their way to the area of the conflict with Iran.
It would increase the US military presence in the Middle East to more than 20,000, which is “an unusually high number,” it stressed.
The forces on the move include the USS Theodore Roosevelt carrier strike group, with the cruiser USS Chosin and the USS Makin Island amphibious readiness group, which includes the USS John P. Murtha and USS Anchorage amphibious landing ships, an unnamed American official told the agency.
With the USS George H.W. Bush and the USS George Washington already being deployed, three US aircraft carriers could be in the Middle East simultaneously as early as the end of October, according to the source.
Washington last had as many carriers in the region in April at the height of the American-Israeli missile exchanges with Iran. Before that, it happened back in 2003.
Axios reported on Friday, citing a US official, that it wasn’t yet clear if the USS Theodore Roosevelt would join the two carriers or replace one of them.
Washington also sent two additional Patriot missile batteries to protect oil and gas facilities in Saudi Arabia and Qatar in recent weeks, according to Axios. It was done to make it easier to get permission from Riyadh to use Saudi airspace for possible strikes on Iran, the outlet explained.
When asked by Time if the conflict with Tehran would harm the Republican Party’s chances in the midterms, Trump first acknowledged that “it’s possible,” but then said that “it should help, because Iran will not have a nuclear weapon.”
A poll by AP-NORC Center for Public Affairs Research, which was published on Thursday, suggested that some 70% of Americans disapprove of the war with Iran.
After the initial US-Israeli attack on the Islamic Republic in late February, Trump claimed that the conflict will be over in a few weeks, but it’s still ongoing, with the diplomatic process remaining in a stalemate.
Trump told Time that he rejected Iran’s latest peace proposal, made during the UN General Assembly last week, because “things that I wouldn’t have approved a year ago I wouldn’t have today.”
In September, Iranian Parliament speaker and top negotiator Mohammad Bagher Ghalibaf warned that further aggressive actions by the US will be met with “faster, heavier and more painful” retaliation by Tehran.
“The Americans have surely understood that the era of proportionate responses has come to an end and our recent strikes against aggressor bases were only a start,” Ghalibaf said.
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From the Archives
Israel: Strategic Ally or Liability?
By Stephen Sniegoski | My Catbird Seat | June 12, 2010
The claim that Israel serves as a valuable ally for the United States is made by both pro-Zionists and much of the anti-war and anti-Zionist Left that is influenced by Noam Chomsky. As a result of the Gaza flotilla massacre, which has caused a world-wide uproar against Israel, the value of Israel to the United States is being publicly questioned in more mainstream foreign policy forums. … continue
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