READ THE WHOLE THING:
3 weeks ago I argued the US goal in Iran is to seize the global oil spigot. Venezuela in January -> Iran in February.
Neutralize every supply channel outside the dollar system within 90 days. Achieve a compliant successor government and complete energy dominance.
The oil…
— 10Δ (@_10delta_) March 26, 2026
Excerpt: “This war is solidifying the petrodollar system as it evolves into a hybrid petro/LNG-dollar. The old system was built on Saudi crude priced in USD. The new system is built on American crude plus American gas from the Gulf Coast, with no alternative supplier of comparable scale. The dependency is deeper because LNG infrastructure requires long term contracts & regasification terminals that lock buyers into supply relationships for decades. Europe & the Pacific allies (Japan, South Korea, Taiwan, etc.) cannot pivot away as there is nowhere left to pivot to. They’re now locked into the US energy system.”