➡ The world is facing a series of crises, including economic contraction, energy and supply chain issues, and geopolitical tensions in various regions. These problems are escalating due to increased demand on energy systems and the rise of artificial intelligence. The situation is worsening in Russia, with their oil and gas infrastructure being targeted by Ukrainian drones. This, along with other geopolitical issues, could lead to a major disaster if not addressed promptly.
➡ The article discusses the ongoing conflict involving Russia, Ukraine, and other nations. It suggests that some Russian groups may want the war to continue for profit, but the public is growing tired and wants it to end. The article also mentions potential strategies Russia might use, such as extending citizenship to people in certain regions as a pretext for intervention. Lastly, it discusses the possibility of an escalating conflict involving Iran, and the potential for this to lead to a global depression.
➡ US officials suspect Iranian hackers are behind breaches of fuel storage systems at gas stations in multiple states, but it’s hard to confirm due to the nature of hacking. The hackers could manipulate display readings but not actual fuel levels. There are concerns about potential attacks on US infrastructure, possibly as a justification for intervention in Iran. Meanwhile, on Iranian TV, people are being trained to use guns, suggesting preparation for potential conflict.
➡ The article discusses the tense relations between the United States, China, and Iran. It suggests that the recent diplomatic visit to China by U.S. leaders was insincere and unproductive, with no substantial agreements reached. The article also highlights China’s defiance of U.S. sanctions on Iran and its continued purchase of Iranian oil. Lastly, it mentions the ongoing strategic ambiguity of the U.S. regarding the defense of Taiwan, and the potential for future conflict.
➡ The article discusses the potential global energy crisis due to geopolitical tensions, particularly between Russia, Europe, and China. It highlights China’s increasing gold reserves and the possibility of war. The article also mentions the warning from a Canadian National Reserve Minister about fuel shortages in allied countries, leading to factory shutdowns and school closures. It further discusses the impact of oil shortages on various sectors, including transportation, food delivery, and farming, leading to increased costs and potential supply disruptions.
➡ The article discusses the potential economic crisis due to the suppression of oil prices, which could lead to a sudden increase in prices. This could result in higher costs for goods, including food and medicine, and could lead to civil unrest and potential wars over resources. The article also mentions the potential for a debt crisis in countries like the United Arab Emirates and Saudi Arabia, which could have a global impact. Additionally, the article discusses the strange behavior of self-driving cars and the potential for job loss due to automation.
➡ The article discusses the use of teleoperated robots in factories, potentially replacing human workers. It also highlights the severe drought conditions in the U.S., which could negatively impact agriculture and increase food shortages. The author suggests that growing your own food could be a viable solution to these potential shortages. Lastly, the author mentions the possibility of an impending economic crisis and encourages readers to prepare by creating sustainable systems.

This is your World War III update. Okay? So things are getting bad and they’re going to get a lot worse. And I don’t want to even say before they get better because I don’t know if it’s really ever going to get better. We may just be in a period of permanent economic contraction and it’s a doom loop right now. So what’s happening around the world? You have all these geopolitical fault lines, whether it’s Thailand, Cambodia, Iran, Israel, Ukraine, Russia, United States, everywhere. Greenland, Intermarium, Europe, China, Taiwan, Philippines, everywhere around the world there’s these fault lines that are starting to be more and more seismic.

And the reason they’re starting to be more and more seismic is because of economic contraction. Now we have an energy crisis which is coupled with a supply chain crisis, which is coupled with de globalization, okay? And then you have increased amounts of demand on the energy system because everybody’s trying to build Skynet with artificial intelligence and data centers. All of this pressure creates a doom loop that’s going to culminate into major geopolitical disaster along all of the aforementioned fault lines. And this is why it’s imperative right now, before they come on the news and tell you that you need to be self reliant, that you are taking this stuff seriously, that you are trying to position yourself to be good.

And if the lights go out in the cities or if it just becomes way too expensive. Okay, now I have to cover every part of the map today because things are really falling apart. So in Russia, their oil and gas infrastructure is being absolutely obliterated by Ukrainian drones. Day after day it is attenuated more and more. This is at the Ryazan oil facility and this is the scene over many Russian cities. The question is, where is Russia’s red line? Well, according to some military analysts who I wouldn’t have thought would have ever criticized Vladimir Putin, I won’t name names, but even some ambassadors are saying that the decision to target European decision making centers, to target NATO specifically has been made.

Now this is interesting because you have to ask yourself why hasn’t Russia attacked Kiev yet? I’m talking about the government buildings. Now apparently, according to Zelinsky, he said today that Russia is preparing for this type of command disruption. They want to attack the government buildings in Kiev. They’ve been holding off on doing this because they don’t want to declare it a war. I think, and I’ve long since suspected that the reason why Russia has not openly declared full scale war on Ukraine yet is because there’s some unwritten rule behind the scenes that if they do that, NATO will immediately get involved and that will very rapidly progress to a Day X scenario.

Day X is the scenario when Russia is forced to go for a kill shot. And when Russia does go for the kill shot, they can’t do it half assed, okay? Because if you do it half assed, you have a situation like what you had in Iran where you maybe decapitated the head of the snake, but you didn’t decapitate the entire Mosaic command structure as it’s referred in that particular domain. So Day X is when everybody blows their watt. And we don’t want to approach that point, but it seems that’s what’s we’re inexorably hurtling towards. So just in the last day, I did not report, this is more.

More scenes out of this Ryzan facility here. So you can just see apocalyptic scenes out of every city that has one of these major oil and gas refineries. In fact, it’s been so bad, I asked AI to document it. This is a list, okay, of various oil and gas refineries, wells, loading stations, ports, you know, where they send it by rail, things like that. And every single day Pretty much since January 1st, there has been another one of these oil refineries struck. Just hundreds of facilities over and over and over again. And at the time of making this video, there is another huge sal of drones on route to the tops oil refinery that I believe that one is in the Black Sea.

Okay, so Russia is getting slacked. The question is why aren’t they responding yet? Obviously Russia is preparing to do something. So Zalinsky is claiming that the Russians are getting ready to do another major invasion from the north, from Belarus. Now, is this just cover because the Ukrainians are actually going to take some sort of offensive action against Belarus while they gave Belarus originix and nuclear weapons for a reason, so that they could be leveraged as a proxy for this very reason. This is why a lot of Lukashenko’s officials, you can tell by the looks on their faces that they know that they’re potentially going to be the fall guys when this thing goes nuclear.

Because this is very likely where the nukes will be launched from to create a bit of a buffer zone and create a. A buffer for mutually assured destruction. Because if the nukes are launched at Belarus, then okay, maybe, maybe NATO launches nukes at back at Belarus, but not at Russia. I quite frankly can’t see a scenario where NATO launches nukes at Belarus and Russia doesn’t Respond. And we don’t just go scorched earth. But it’s difficult to ascertain at this point in time what exactly the plan is. Either way, Russia did launch 1600 drones and around 100 missiles over the last 24 hours, which is a new record.

Okay, so you could see here, this bundle of trajectories indicates where these drones are going still not really. Just like the United States attacking Iran’s various facilities, these are just beasting pinprick attacks at this point. They’re not doing anything to significantly strategically alter Ukraine’s fighting capability. And that is borne out in the fact that Ukraine continues to destroy Russia systematically and destroy the heart of their economy. Okay? And Russia can’t just sit on its hands forever. This is why Vladimir Putin is waving around Satan 2 nuclear missiles once again, while there are no nuclear treaties. And that is so important.

Remember, there’s so much going on we forget sometimes that Donald Trump and Pete Hag said just committed last year to re starting nuclear testing. Okay? And so we have no nuclear treaties. They’re getting ready to do nuclear testing. And Vladimir Putin is throwing Sarmat to nuclear RS28 missiles around. It’s gotten so bad that the Russians are worried that they’re going to be another spider web attack. And what you’re seeing here, these are at Kamchatka, which is in the north in the Arctic. Okay. And I believe this is in the. I mean, obviously the coastal areas are a bit more temperate, but I would presume there’d still be snow.

But anyways, this is in a Arctic base, Kamchatka, I believe. And you can see there’s drone nets around their nuclear submarines. Okay? So these are their big boomers. These are what they’re going to use when gets really, really million degrees hot. And so right now the Russians are so concerned that NATO via their proxy of Ukraine is going to try to attack their nuclear submarines once again. Which is insane to me that they would ever have permitted this once, but they’ve permitted it over and over again. But which really makes you wonder where are these red lines? And I think after this meeting with Xi Jinping, I think that’s it.

I think we’re entering into a whole new world. And I’m going to talk about the meeting with Xi in just a moment. It went very, very badly. Okay. Everything I said about it, you know, that I thought it would be exactly unfolded as predicted. And we’ll talk about that in just a moment. So Zelensky right now is saying that the Russians are getting Ready to target decision making centers in Ukraine. Here he is in a bunker. The Ukrainians have bunkers at around 90 meters deep, all of which were built by the Soviet, Russian led Soviet Union.

And so Russia has blueprints for all of these facilities. All right, that doesn’t mean that they’re going to be able to penetrate these facilities, but, but what it does mean is that the, the irony is that the Ukrainians are hiding in Russian built, for all intents and purposes, Russian, Soviet built, Russian led. Had a little bit of a debate, debate about this issue with somebody today. Soviet built nuclear fallout shelters. This is where they’re going to try to ride out this coming bombardment, this attack, which really would I think cross the line into full scale war against Kiev.

So the ISW Institute for Study of War, all of the top military analysts are saying that Russia is getting ready to do something because they’ve clearly been withholding a significant amount of their force and there hasn’t been any big arrow maneuvers as of late. So I would suspect that they’re going to do either a big ground offensive and it will be paired with aerial bombardments if it comes from the north. It’s hard to say at this point in time, but according to Russia’s ambassador to the osce, Dmitry Polyansky, he says that when asked whether Russia would strike European targets and expand the war, he said that it was already too late, that the decision had already been made.

This is something that’s being echoed by Scott Ritter as well. I’m not sure what sort of actual intel he has or whether or not that’s just speculation, but I think we’re well beyond the point when that is justified from the Russian point of view. And many people are rebuking Putin for not ending this thing sooner, for allowing it to be so drawn out. As we talked with Gilbert Doctorow a couple of weeks ago, his theory is that the Russian military industrial complex and the oligarchs want the war to continue and or certain elements of the oligarchs want the war to continue because it’s profitable.

There is a military industrial complex inside Russia, just like there is inside the United States and Western nations. And as such, you have a lot of money being made. But now the people are finally fed up and they are wanting this thing to quickly be brought to an end. Whether or not that’s even possible at this point in time is another story. So I don’t think you would allow something like this to happen if you didn’t have ultimately some kind of plan. Trump has already stated that he is not approving of the Russians taking total control of the Donbass.

He categorically said no. And that is one of Russia’s, you know, that is one of the clearest of lines. I mean you can’t really talk about red lines in Russia at this point. But, but those four oblasts that they annexed and legally incorporated into their territory, well they, in the very least, I mean the Donbass is the most significant. Of course these are all Russian speaking regions for the most part, ethnically, religiously in many ways. So I could see them making some concessions on Kirsan or parts of Zaporizhzhia because it’s on the other side of the river.

But in terms of the Donbass, that’s a done deal. The Russians think they can take it by the fall. If they do go through with this maneuver, it is going to be bloody as all hell because they’re going to be facing renewed and revived artillery capabilities. This is mine to all hell. There’s all kinds of barricades through here. So I don’t know, you know, I mean the Ukrainians have been planning for an invasion from the north for a long time. So I don’t really know what they’re thinking with respect to this. And if Belarus directly does get involved, does that mean Poland attacks Belarus? Does that mean you get something happening in the Baltic states here? It’s hard to say, but either way, situation does not look good.

All right, so things could just really flare up on all fronts. But I think, yeah, Iran is obviously one of the top contenders in terms of where the attention is going to immediately shift to. Then Russia and Ukraine is I think going to be triggered and then you’re going to see the gradual decline in US and Chinese relations from this point forward. All right, so this is interesting. I just wanted to show you guys this. I want to do another video on camouflage. But this is some of the camouflage that the Russians are using in some of the burnt out cities.

So they have these nets that have rocks and things like that, fake, you know, foam rocks. Obviously they’re not really going to mask a heat signature that well, but against non thermal optics they will be able to conceal. So it actually is quite convincing, you know, from the sky from the perspective of drone, depending on the resolution of the camera. So that’s pretty neat. Just, you know, these are all things that we as preppers, if it ever came down to it, these are the types of skills in order to, you know, to use these types of concealment and subterfuge.

It’s going to be so essential in order to survive. And just for operational security, the ability to blend in. It’s really an art form. And so I think we’re long overdue for another video about that particular topic as well. The Russians are also extending the citizenship for anybody who’s in this little strip of land here, transistoria, all right, Which I can’t believe it hasn’t been overthrown yet or invaded by the Ukrainians, because it is home, it remains home to one of the largest Soviet aero ammunition depots in Russia. And so Russia recently unveiled a bill that’s going to allow people in that region to get a fast track to Russian citizenship, which is usually part of the textbook strategy that Russia employs.

Before doing some sort of intervention into another country, just like they did in Ukraine, they implant ethnic Russians and they create a reason or a justification for having to liberate a group of people inside a foreign country. And so that’s probably the excuse they’re going to use. That’s what they’re doing in the Baltics, that’s what they’re doing in Ukraine, and that’s what they’re going to do in Transnisteria. All right. Now, technically it’s already an exclave. It’s not like an official exclave, but it’s already unofficially an exclave of Russia and under Russian control. But there’s only like 1500 troops there, so who knows? So I don’t know if this is foreboding or what this means that Zielinski’s walking around bunkers, talking about how, you know, there’s 90 meters deep bunkers in, in Ukraine that they can hide in.

Does that mean that we’re going to see nuclear weapons fly? I doubt it. Because Putin seems to, you know, have no official red line in terms of that, but he is waving it around and the brinkmanship is certainly reaching a fever pitch. So at some point there has to be some reprisal for destroying Russia’s primary source of revenue at this point in time. Now, Vladimir Putin is going to be going and meeting with Xi Jinping in five days, which is fairly significant. Okay, so I don’t know what that means. Does that mean that it’s on? I mean, after that meeting? Because I suspect that not this weekend, but next weekend, because it’s going to be a long weekend in the United States and the markets will be closed on Monday.

That’s probably when they’re going to restart the Iran war. And so if Putin’s going there before that happens, maybe there’s some high level coordination happening here. There’s been a lot of coordination with the foreign ministries of all of the Axis countries. And so we should expect to see sparks fly in the near future. And all of this is just going to exacerbate the, the supply chain crisis and the, the energy crisis and the soon to be food crisis. I’m going to talk all about that today. There was an excellent write up by a person named Mark A.

Shriok. He has a sub stack and I’m going to read just a breakdown of all of the supply chain issues that we’re seeing around the world that are going to lead to real physical shortages of stuff that’s going to make life very hard for the majority of the world’s people, but hard for us here as well. Now, according to Morandi, he’s saying that if the Trump regime goes after Iran’s power plants and bridges, the Islamic Republic will permanently destroy his proxies in the Persian Gulf and crush the Zionist regime’s critical infrastructure immediately. A catastrophic global depression will be assured.

Now, according to Bradley Cooper, he is saying, that’s the Pentagon chief. He is saying that Iran is only operating at 10% of its capabilities. Okay. Now why would the United States fall short of destroying Iran if they only retain 10% of their capability? They would have ended that a long time ago if they could. This of course, comes on the back of a report by the New York Times and other major mainstream publications in the United States that indicate that Iran’s capability is actually more like 70 to 90%. 70% of their missile firing capability and 90% of their underground base capability or their launch facility.

I believe 30 out of 33 states are still fully intact. So there’s clearly a disconnect there. And we need to understand that the fog of war, despite being in the age of information, where you can get things lickety split in a split second, we still have so much disinformation. Whether it is the Ukrainians reporting their war casualties or on the Russian side. The chasm between these two estimates is so vast that we’re really not going to know until the dust actually settles what’s the actual outcome is. I would probably say it’s maybe safe to triangulate exactly what the Iranian capabilities are by looking at what is the Pentagon saying and what are the more dovish appraisals of Iran situation saying and finding where those two things meet in the middle.

Even if Iran is still at half capacity, many people think they’re at Much more than that, they would still put up a formidable resistance, which would mean this war would likely not be concluded over a weekend. Okay, so if it’s only 10%, why didn’t they open open the straight of Hermuz already? If it’s only 10%, why didn’t they just finish it off? They had what, 20 more days on their, on their unauthorized war that they could still have fought that conflict. So clearly somebody’s not telling the truth. The CIA, US officials are suspecting that Iranian hackers are behind a series of breaches of systems that monitor the amount of fuel in storage tanks serving gas stations in multiple states.

Now this is one of those allegations that is impossible to falsify because there’s plausible deniability with any sort of hack. It’s really impossible to trace who done it. You can likely, depending on the scope and scale and intensity of the attack, you can determine whether or not it is nation state based or whether or not it’s just an individual hacker or group. But you can’t necessarily be able to identify who or which country because of course they’re going to use proxy networks and things like that to hide behind. So basically what this would allow them to do then exploited automatic tank gauge ATG systems that were sitting online and unprotected by passwords, allowing them in, in some cases to tinker with display readings on the tanks, but not actual levels of fuel within them.

So, so mostly superficial, nothing that could cause catastrophic damage. Nonetheless, they’re trying to make a case that the Iranians are engaged in terrorism in the United States. So to justify further intervention in that country. In fact, there was an interesting development. An unprecedented threat, an improvised explosive device was found in water at a critical reservoir. I believe this was in Alabama. Okay, so now a lot of people are going to be thinking, is this the first attempt by some sort of sleeper cell to sabotage US Critical infrastructure? It may be. I have to look into this story more, but this is a real story that was reported.

I don’t know the type of explosive, the size of the explosive, but very significant nonetheless. Because if this is starting to happen around the United States and if this is in fact something that is being put into place, are they going to do this attack simultaneously across all states at the same time? Are we looking at another 911 style coordinated terrorist attack that is going to be executed around the country to provide further justification that they need to get boots on the ground in Iran? And that indeed is something that is being floated by US officials right now.

Now this Is Iranian television okay, in on Iranian television, a guy with a mask. For some reason they’re still doing that thing, which is weird because you think that that’s like Western propaganda. Anyways, I know Iran was one of the first countries that was hit by the COVID pandemic and it was the wild strain. So I understand that they have a history with it that is perhaps a little bit more intense than ours. Nonetheless, it’s kind of weird that they’re broadcasting that. Maybe they’re worried about bio warfare or something that could possibly be. That’s not really going to protect you if they do unleash some sort of crazy biological pathogen, which I would not put past the people in charge.

But anyways, the important thing to understand here is on Iranian tv, they’re training people how to use guns. And so this means that it looks like they’re getting ready, the population ready for a ground invasion or for some sort of civil war type scenario unfolding. And that is indeed one of the things that is being floated by the Pentagon. So they say, like, again, whenever they say, oh, the Pentagon is mulling different options and you know, they’re never going to do what they say they’re going to do. So if they’re saying they’re going to send a bunch of commandos in there to the nuclear facilities and get the nuclear dust, that’s definitely not what they’re going to do.

If Trump is saying that only we have the technology to go down there into Fordow and extract the nuclear dust, then clearly that’s a process which is going to take weeks and good luck fortifying a position inside Iran for weeks. I just can’t see it happening. I don’t also believe that the Iranians who built these, these deep underground military bases, who built them, literally had machines that went and dug them, couldn’t literally just dig, you know, the thing out with the same machines unless they’re concerned that it’s actually radioactive. And when Trump is referring to only we, only we and China have the capability, the technological capability to go down there and collect this nuclear dust, if it’s even there.

Most people don’t even think it’s there. It’s spread out amongst several different bunkers. But assuming it’s there, the only way to do that is with technology that only the United States and China possesses. That is according to Trump. So that must mean that maybe there’s some robotics component to this because it’s radioactive down there. And if that’s the case, if it is radioactive and Iran doesn’t have the capability to do it themselves, then what’s the concern? You know, why do Americans and the world have to continue to suffer with these obscene gas prices in order for this, this charade to play out? So that’s what’s going on.

All right. Now the Russians apparently did some sort of evacuation flight. I don’t have all the details of this but there was apparently some kind of special high level government plane in Russia. It wasn’t a doomsday plane but apparently it was fairly significant. They evacuated this is pattern that was very similar to what we’ve seen prior to the strikes on Iran. And so that is this flight here I believe. But this looks like it’s coming from Mogadishu. So I’m not sure if this one, if this one actually goes and flies towards Iran. I think it does.

It flies over the UAE and then it flies into Iran. Unusual Russian air force evacuation flights reportedly moved through the uae. Similar aircraft movements allegedly occurred before the U. S strikes in Iran. So are they trying to exfiltrate somebody important, Getting prepared for the inevitable crap hitting the fan? Who knows? Kharg island apparently has been vacant for the last three days. This is Iran’s primary export area where they load up their VLCCs, they’re very large crude carriers and send them off through the strait of Hormuz. 90% of their oil was processed here and sent via sea.

So either they’re now storing it somewhere or they’re trying to reroute it by other means, maybe via the Caspian or via rail, which seems very unlikely because as I previously indicated, I think think it would take around a hundred full trains, not train cars, a hundred separate trains with I don’t know how many cars, several hundred cars worth of oil to equate to one VLCC. And it takes about 15,000 semi trucks full of oil to match what you can ship with one vlcc. And so that in and of itself takes immense amounts of diesel. It is very inefficient to move.

I don’t know what the actual calculation would be, but I would presume that it takes on the whole way more diesel to ship oil by truck than it would to do it via the sea. And so all of this puts more and more stress because if we have to now transport things in a more inefficient way, that increases the demand on diesel when it’s already in short supply. And as we’re going to talk about in a moment, that’s going to have huge implications for the commodities markets. And for agriculture, which just underscores the importance of you preparing even more and getting stocked up on all those things.

Do not wait until July 1st or whatever sort of deadline is being floated right now for when we hit the bottom of the tank. You don’t want to wait for that. And if there’s fertilizer, go out there and get some. If you’re planning on growing stuff and you want to just have, yes, you can do it organically and you can compost and things like that, but it’s always good to have enough to get started and you know, it’s. Buying fertilizer is one of those sketchy things, especially if you’re doing a lot of it because of course you might get yourself on a government list.

I was phoning around the other day and kind of joking with the, the, the store clerk there about, you know, getting my name on a list and what do I have to, you know, what’s the limit, you know, before the government comes knocking. And if you have a rural address, it’s a little bit easier because farmers, you know, obviously need it for that purpose. But you know, just getting these things that you think you’re going to need, it doesn’t stop there. Just stockpiling fuel itself. But I digress. So we’re seeing a lot more aviational activity throughout the Middle east, indicative that indeed something is going to happen.

I’m not so sure that it’s going to happen this weekend. I was talking to Martin Armstrong yesterday and his Socrates program, whether you believe it or not, is saying that it is going to be at the beginning of June and it would make sense that they would want that extra day of non trading so that they could do whatever they had to do. Blitzkrieg. Saturday night or Friday night they start and by Monday morning maybe the dust settles a bit, people are normalized to it and the markets don’t overreact. I think that third day, that extra trading day off might give them that type of wiggle room that they’re really looking for, for to try to assuage the markets.

So yeah, that’s what we got going on in Iran. Now let’s move on to China. Okay, now this whole ostentatious visit was completely pointless, as I’ve said over and over again. And you can almost see it in the body language. You know, when two leaders don’t speak the same language, they say Nonverbal communication is 80% of communication. So it’s in these, these subtle micro gestures that you don’t even, you’re not even aware that you’re doing that. Really, people really communicate through. And you can see this interaction with Trump and G was just kind of cold, it wasn’t warm, it wasn’t sincere.

It was really just this pissing match the whole time. And nothing really of substance came of the talks, as was expected, just a bunch of bluster. In fact, China has not only rejected Trump’s request that they start buying the H200 chips from Nvidia, but they also have defied the sanctions that were imposed on Iran and told their companies that no, you must continue to buy Iranian oil. And there’s this huge disconnect between what the Chinese Foreign Ministry is saying they agreed to and what Trump is saying they agreed to. I would say that the Chinese and Trump did, they didn’t agree to anything.

There’s nothing that came out of this. There’s maybe the prospect of buying a, a couple hundred planes, but nothing has been signed. Okay? So I wouldn’t put a whole lot of stock in this trip. We’re seeing decoupling and to me just the, the, the tone of this final handshake says a lot, right? It really does say a lot. It just says that this is the official beginning of the decoupling of the multi polar world. And the Chinese are going to try to do this in a manner which is as autarkic as possible and as self reliant as possible.

They don’t want to be reliant on the United States. And so this is interesting because of course the United States is still relying on Taiwan for its semiconductors. But here the Chinese are saying, well, we don’t even need these H200 chips in order to build our version of Skynet. And that puts the Americans in an interesting spot because it shows that Iran’s interest in Taiwan is mostly from a geostrategic, militaristic sense in terms of having that buffer and limiting American containment of their eastern flank. But for the United States, Taiwan is still very essential for at least the next 10 years before they’re going to be able to bring enough services online and onshore, enough of these semiconductor facilities.

It’s going to take years and years. And even after 10 years they probably won’t get to it because it’s hard to build right now because most of the parts come from China. And you could see the insincerity of this visit. I mean, this was a big tell right here. When Marco Rubio, after Xi Jinping passes him, okay, he winks at Donald Trump, which is, you gotta Know that the Chinese are gonna go back and watch this. Okay, so why would you do this? This was a pretty big snub by Marco Rubio. And you could tell when Xi Jinping.

I don’t have the video here, but when he goes and shakes Stephen Miller’s hand, that snake, reptoid shapeshifter, that guy who is the chief of staff of Donald Trump’s team, well, he kind of looks at him for a second, and it makes me wonder, is Stephen Miller really the one who’s orchestrating this whole thing, or is he part of some secret cabal? Who’s really orchestrating this anyways? Kind of a diversion, but, yeah, this is. This is kind of the kiss of death. Okay. And. And that was. You could just, you know, just this real somber, depressing exit.

See you later. Yep. And you know, it was because even though this is standard protocol, all right, so they have to dump all of the gifts, the badges, the burner phones. They don’t take anything from China and bring it on to Air Force One. That’s understandable. But the fact that they did it in such a public display. Now, this is an AI generated image just for representation, but apparently they brought. They just basically got rid of all the gifts, everything that they were given by the Chinese. Now, I think what you would probably try to do, if you were trying to.

Trying to be diplomatic about it, you would do this in secret, or you would maybe put it on a different plane and dispose of it once you, you know, burn the plane down, once he got back to the United States, you know, for all it matters. So they didn’t do that. So I think that just is very indicative of a deep seated strategic trust and the fact that the counterintelligence war that is currently being waged in the saddles is very complex and is very real. And this is the true state of Chinese and American relations, despite the facade and that display that we’ve seen with Xi Jinping and Donald Trump.

This is another indication of the. The reality of Chinese and US Relations. These were some reporters, I believe, or some people that were traveling with the presidential convoy, and they were trying to get through into a place, I guess, where the President was, and the Chinese Secret service and security would not allow them through. There was several of these scuffles throughout this meeting. And so that just shows you how, you know, that that’s the real underlying tension manifesting between east and west right there. What else do we got going on here in China? China is buying a lot of gold.

Okay. In terms of, you know, the Chinese and Iran, they haven’t really agreed to anything. They made some very vague statements. The Chinese foreign minister, always stone faced and calculated, didn’t make any definitive statements about anything, didn’t say anything that suggested that they were not in approval of Iran not having a nuclear weapon or Iran not having control over the Strait of Hormuz. Very vague statements like, we hope to bring an end to the Hormuz closure as soon as possible, that sort of thing. They recognize Iran’s control over the state. They are using the permit system, which means they’re paying a toll.

I believe it’s being disguised as an environmental fee or something like that. So this is how they’re trying to circumvent US Sanctions on the issue by saying, well, it’s not really paying at all. We’re paying them a, a fee in order to use this. And obviously from the US Point of view, this is undercutting the freedom of navigation. And this is why at the end, now that Trump has landed back in the United States, it’s very likely that the Chinese are going to start to see their ships turn back once again. What they tried to do, what Iran and China tried to coordinate throughout Trump’s visit, because they knew Trump wasn’t going to do anything that would trigger any sort of division when he was there.

They shipped, as they sent as many ships through the Strait of Hormuz as they could in that three or four day period. Okay? And so they did this so that, you know, they could get as much out because I think they know that the, the war is going to restart again and they had to get out as much as they possibly could before that happens. Now, I think the US Is going to go back to being very strict with their blockade. Once again, Trump refused to say whether or not he would defend Taiwan. So just continuation of the same strategically ambiguous policy that the United States has always had.

There’s people who are upset with him about that. And it’s like, man, disregard everything Trump says, or any politician for that for that matter. Look at what they’re doing. Are they building military bases and have they had military bases on China’s eastern flank for the longest time? Are they giving the Philippines Tomahawk missiles? Okay, are they, do they have nuclear submarines in and around the Japanese and South Korean waterways? Okay, are they arming the Taiwanese? Of course they’re doing all of these things. So focus on what they’re doing. Are they imposing sanctions? Are they trying to, you know, you know, control all of these strategic maritime choke points so that China can’t control energy.

Did Scott Besant just say, yeah, China is not getting Venezuela’s oil. I mean, these things are not. It’s not hard. So of course he’s going to equivocate and say, well, we may or may not defend Taiwan, and it’s not going to happen on my watch. I don’t think the war with China is going to necessarily start on Trump’s watch, probably his successor. And that doesn’t mean that there’s not going to be some sort of proxy engagement, because when the dominoes start to fall in Iran and if things start to go crazy in Russia, because if China cannot keep Russia propped up, then they lose because Russia is their main source of energy.

And if Europe attempts to invade Russia, as crazy as that sounds and as batshit crazy as that sounds, knowing what we know about the military capabilities of NATO at this point in time, if they, if Russia falls, then China’s in big, big trouble, because that means the Transatlantians control not only the Middle East. And by control, I just mean with a blockade, they don’t necessarily control Iranian oil, but they control what energy flows in and out. And so the Chinese are going to be in a bad way, and I don’t think they’re going to let that happen.

So eventually, the Chinese are going to have to go to war, probably sooner than later, but you just never know. So they’re still stockpiling gold. March and April, some of the biggest months for bolstering their gold reserves in terms of thousands of ounces. They’ve been buying the hell out of the dip. They’ve also been buying the hell out of silver. And for some reason, the COMEX is no longer taking silver from a couple different Chinese companies. Now, I find this surprising because I don’t even think the Chinese would be selling any if they’re importing record amounts of it.

But either way, we have some interesting things developing in that respect as well. So what else we got here? Oh, yeah, President Gary, he invoked the Thucydides trap. I’ve been talking about this, and many other geopolitical analysts have been talking about the Thucydides trap. It’s essentially the. The escalation trap of sorts that happens when you have a rising superpower coming into conflict with an established one. Well, before that rising power can be at parity and pose a significant threat. Usually the established power is going to try to attack the. The rising power, and that’s what we’re seeing with the United States.

And so China has to break away sooner than later. And that’s based on historical polyponician war things that I’m not entirely versed in. But nonetheless that’s the gist of the logic. Classic game theory. Okay, so I think that’s it with the Chinese situation. Now according to. I can’t remember who this guy is. He’s a Canadian National Reserve Minister. He’s warning that allies fuel is going to be running out by months end. Here’s what he has to say. President Parole talked about from the IEA by the end of this month, that’s the International Atomic International Energy Agency is saying that there’s going to be shortages.

And we by the end, this is what President Barol talked about from the iea by the end of this month we’re going to start to see allies in other countries start running out of fuels. They’re going to have to start shooting, shutting down factories. They’re going to have to start closing schools. That’s not what’s what our, our situation here is in Canada, fortunately we are energy secure. Yeah, not entirely. It’s still a global energy market and that’s still going to make things get very expensive. It just means there won’t be shortages, physical shortages, but it’s going to be very, very expensive unless they start doing export controls and things of that nature.

But this is a very interesting write up. So just to put in perspective in terms of what we can expect if this strait of Hormuz situation doesn’t get resolved immediately. And even if it does, we’re still going to have to deal with some of this stuff. Okay, so Middle east crew deliveries to the US west coast are basically drying up. There has been no deliveries in the last couple weeks. The last delivery came, I believe it was May 3rd. All right, floating inventory is basically exhausted at this point. And this write up is derived from a substack post by a Mark Schryok.

That’s S H R Y O C K. You see I always cite and provide sources for when I am reading something like this that somebody else took the time and energy to write. I don’t just plagiarize it as my own idea like some people out there. Oil crisis shifts from price shock to physical shortage in the coming weeks ahead. Europe is allegedly hitting tank bottoms first at the end of this month. US storage tanks will allegedly hit tank bottoms around July 4th. Pumps, pipelines and refineries start falling because usable oil cannot be drawn out. This of course will force things like shut ins, diesel inventories will continue to fall to critical levels.

Trucking costs are going to explode. Trucking routes are going to get cut. That could potentially affect people in rural areas. Food delivery networks are going to start to break down. If you can’t get the trucks to the places because it costs too much money, well that’s going to have knock on effects for the price of various essential commodities. Grocery shelves will thin out. And especially in the vulnerable regions, farmers are going to face higher diesel, fertilizer and transport costs. A lot of the stuff that I presume that the farmers lot of the fertilizing I think they, they do prior to the growing season.

So I’d have to get an expert on to really talk about this. You’d think being from a farming province that I would know this. But I think they put the manure on usually in the year prior to the growing season. So a lot of these effects are going to be next year as opposed to this year. But I guess we’ll have to see. And that probably is region by region based harvesting and food processing will become harder to sustain. Jet fuel shortages will trigger mass flight cancellations. I believe I have a graph showing how screwed Europe is here.

So this is their jet fuel or diesel. Okay. And I’m pretty sure their jet fuel is down. I’m not sure entirely accurate. This is, this is only March 26th. Okay. So this was, this is not even up to date. I’m not sure why I pulled this either way. Their diesel storage is way down. So they got about 35, maybe 40 days worth of diesel storage on March 26th. So I would hate to see what it is right now. Smaller airlines are going to begin failing first. Well we already seen that with Spirit airlines. Regional airports are going to lose service.

Tourism, business travel, air cargo are going to take major hits. It’s going to become very expensive to ship something by air Again de globalization. You know, this is perfectly in line with the decoupling in the multi polar world on shoring everything. It’s just too expensive to ship something, you know, via FedEx on a plane. LNG shortages are going to drive up global energy prices. Fertilizer prices spike because natural gas supply is disrupted. Plastic packaging, medical supplies, chemicals and industrial inputs are all going to get squeezed. So basically the price of everything just skyrockets from food to anything that goes on a boat.

You know that pretty much all our stuff that comes from China is going to be more expected. There’s going to expensive, there’s going to be a premium that’s added as a Result of the increased diesel prices. Asia gets her hits first because of heavy dependence on Hormuz oil. And Europe is going to face industrial shutdowns from fuel and LNG scarcity. All of these things create more and more pressure on the economy. Okay? So inflation is going to spread from fuel into food, freight, medicine, packaging, consumer goods. Strategic reserves are going to get drained faster than they can be replaced.

The record amount of drawdown of the strategic oil reserve in the United States is one of the most notable things. I see a lot of mega idiots today. Not all maga. I mean, look, I get that people who went to MAGA because they thought it was a lesser of two evils. I’m not talking about those people. I’m talking about those people, those lemmings who would just follow this guy to the end of the earth. Well, they’re all excited that the Chinese are going to start buying American oil and that they’re going to replace Hormuz oil with American oil.

Where’s that oil going to come from? It doesn’t exist. Okay, this is the crazy part, is that Hormuz took, was it 20 million barrels offline? There’s no way in hell the United States could even achieve that in 20 years if they put everything into their shale industry, which is arguably already peaked. So maybe if they can do something in Venezuela. But there was oil refineries burning in Venezuela today. We don’t know if that was an accident or if that was just another one of these, you know, accidents or whether it was an act of sabotage, because there are a lot of disgruntled people in Venezuela who do not like the Delsey Rodriguez arrangement.

So that is not a. A tenable situation economically either. That’s why a lot of oil companies just kind of looked at that situation. And we’re like, we’re not investing in this because we don’t know if this shit’s going to change in two years, right? So the idea that you can replace the oil coming out of the Persian Gulf with US Oil is just delusional. And there’s all these people who get paid to write this stupid, and it’s really unbelievable. They’ll do anything to suppress the price. And the longer the price suppression goes on, the more it’s gonna pop.

It’s gonna go through the roof. It’s just gonna go like a rocket. If this continues 150, 200 futures, you’re going to see days where oil just goes up 20, 30, 40% a day. Day. Okay? I don’t know when it’s going to happen, but it can’t be much longer. It really can’t be much longer before we hit, you know, real, real breaking point with things, banks and markets. So inflation, as I said, is going to spread from fueled food, medicine, because a lot of the medication comes from China, okay, And India. So it gets put on boats and it has to come here.

So your medication is going to be more expensive. All the more reason to go through the link in the description. Get yourself some chronic medications, prescription medications through Jace Medical and antibiotics. Strategic reserves get drained faster than they can be replaced. Tax revenue is going to fall as a result of slowing commerce. Banks and markets are going to face stress from energy driven economic contraction. That’s going to lead to fuel rationing, quite possibly a massive banking implosion crisis. We’re already seeing bond yields rise significantly in the uk, in the United States and Japan all at the same time.

Then we’re going to see demand destruction, okay? Meaning that people are not going to be able to consume as much. And this is going to lead to people becoming very disillusioned with the system and that usually leads to civil unrest and protests and all of those things. Factories are going to cut production and they’re going to have to shut down. Unemployment is going to rise as transport, aviation, farming and retail all get hit. Food insecurity is going to rise globally. Export bans are going to become more likely as countries start to be more protectionist with their domestic supplies.

We’re already seeing that in India where I believe they’ve banned the exportation of sugar and they’re actually a pretty big exporter of food. Food, believe it or not, despite the fact that they have 1.5 billion mouths to feed, they do actually export a lot of food. So that is going to increase the price of food for us if we imported it from them. Even though we are net exporters of staple grains and potatoes and starchy things like that, we still import a lot of foods and we live in a global market, right? So until this regional, these regional multipolar markets start to mature and reach some sort of equilibrium, there’s going to be a lot of crazy price spikes in the interim.

Just like this. This is beef. All uncooked beef. Price seven bucks. Man, am I jealous of Dean over at Arcopia growing his herd of cows. I think he grew it from, I think he had like, I don’t know, don’t know, a dozen. And he’s already got like 30 or something like that over just a few years. But take a Look at this. You know, from the year 2020, we’re looking at a, a doubling of the price, okay, since the year 2000, I mean, it has gone up probably 7x at least. And this is not, this is all uncooked ground beef price.

This is not just the general price of beef, which is actually much, much worse in terms of the price fluctuations of the last. I think it’s like 5x in just the last year or so. So we have civil unrest risk as fuel and food become scarce. Governments are going to lose credibility for failing to prepare and all. When you have civil unrest and civil war, just like you had in the Middle east uprisings between 2008 and 2013, it creates regional tensions. And so countries are going to go to war over limited amounts of resources. Plus you have water scarcity on top of this.

Plus you have all the climate anomalies that are currently unfolding, the droughts, the crazy deluges and monsoons, and just the erratic weather patterns that we’re seeing that are exacerbating each and every one of these potential flashpoints. And so this is why countries become more incentivized to go to war over various territories which were historically disputed. And so even if Hormuz opens right now, recovery is going to take months, if not years, because you have to clear mines, you have insurance issues, you have tanker repositioning because none of the tankers are being sent back to Hermu. Like, there’s nothing waiting outside the American blockade, waiting to get in.

They’re not going to, you know, they’re not going to pay just to have a ship doing nothing on the water. So that means once things restart again, it’s going to take at least a month, maybe six weeks, maybe longer to get ships just into the Persian Gulf to load oil. All right, so you’re going to have repairs to various refineries which will take many years. And even getting funding and investing in that region is going to be difficult unless you have a real robust security structure. Lots of companies aren’t going to want to make huge investments in the region.

And Martin Armstrong made a great point yesterday that I hadn’t really heard anybody else make. And it’s that a lot of these countries, like the United Arab Emirates and the Saudis, they’re in debt because they embark on all these projects that are very grandiose and they invest so much money in these things. And so a lot of these economies are debt driven economies. And it’s part of the reason, you know, why they can build out all These data centers and they don’t have to charge income tax and things like that in the uae and why a lot of the rich people like it there.

But that comes at the cost of assuming that the state of economic conditions is going to remain unchanged. And of course it hasn’t now. So you see real estate plummeting. And so if you have one debt crisis, a sovereign debt crisis in any one of these given countries, it could have this nasty ripple effect that could be very contagious throughout the entire global system. And so that is one of the lesser known aspects of this. And according to Martin Armstrong, he believes that this is one of the actual goals of the Iranians is not necessarily to destroy the oil infrastructure, but it’s that to get these Gulf states to default on their dents.

So it creates global economic chaos. And so that’s what’s going on. That’s the gist of it. That’s where we’re at right now. And so on top of that, we have all of this dystopian cyberpunk, cyberpunk stuff going on. If you guys remember the scene how to leave the world behind, you haven’t seen that movie. I’d encourage you to watch it. I did a deep dive analysis and breakdown of all the Easter eggs in the film, of which there are many. And this was a scene in which basically the movie, without spoiling it entirely, there was a, these anomalies, okay, we’ll say.

And some of them were digital in nature. I won’t spoil it entirely for anybody who hasn’t seen it. But all the Teslas, the self driving Teslas, start driving towards one spot, all right? And so they start clogging up the, the freeway and they’re running people over. And these are just cars that are for some reason being directed towards one, one particular place. And nobody knows why. Well, apparently there was a situation where I think it’s Waymo. Apparently in the mornings now, Waymo cars are going around this one neighborhood and just circling in this cul de sac over and over and over again, okay? And the people in the community are like, what the hell is going on? If you ever seen the movie Maximum Overdrive, it’s a Stephen King film.

And I believe the plot in the film is there’s a comet that passes over Earth and all the machines, it’s like alien technology. The aliens maybe infect all of these or AI whatever on this comet infects all the machines on Earth and they have a mind of their own and they start trying to kill the Humans. Well, something weird, you know, is this harbinger for what’s to come. I don’t know, people seem to be having a fun time with it, but it’s strange nonetheless. And so you have these, Waymo is acting strange, right? And I don’t know, it just, I, I thought it was kind of an oddity of a story worth sharing.

So we have to deal with that as well. We got to deal with rising bond yields, mortgages, debt’s going to get a lot more expensive in the Future. The British 30 year treasury yield is rising beyond 5%, the same level that it was at during the Great Recession. And here’s a better graph to illustrate where we’re at. So we’re basically back at Great Recession, yet markets are still at all time highs. Gee, I wonder what happens next. As soon as oil skyrockets, man, this thing is going to sink like a stone. And when that happens and when people’s 401ks dry up, Trump’s going to be in a lot of trouble.

Here’s how they’re going to replace your job. So this is a, what they claimed was an autonomous robot and immediately I thought to myself, this is not autonomous, this is tele operated. So it’s a robot working in a factory, turning the barcode, the packages downwards with the barcode facing towards the bottom. For some reason, some really rote, simple, menial task. And just to show that, you know, robots are going to take all the jobs and kill us all, that sort of thing. But what they’re going to do here is they’re going to, to resolve the image immigration crisis.

As long as you have fast enough Internet connection, you could have somebody in the Philippines working in an American factory teleoperating a humanoid robot. That’s how they’re going to overcome it. Now maybe they’re going to have some laws in place that say that no, you can’t give that job. It would be a pretty simple fix from a legislation point of view. But I think this is how they’re going to try to circumvent it for the time being is they’re going to say, okay, well you won’t let us bring immigrants in, guess what? We’re going to give them a VR headset in the Philippines and we’re going to pay them two bucks an hour to work in a factory here.

And that’s what’s going to happen. And we have El Nino on top of it all. So yeah, that’s what’s coming. And that’s important because take a Look at this. Okay, so this is the U.S. drought Monitor. It’s not bad in Canada right now, but it’s really bad in the US this was January 1st. Okay, US drought, January 1st, in terms of the anomaly. And so red is like extreme drought. I can’t remember what they call it. Yeah, extreme drought. It’s the worst. Yellow, abnormally dry. You know, the. Whatever this beige color is. It’s moderate drought. And then orange is severe drought.

Black is exceptional drought. And so it looks like we’re seeing exceptional drought. I don’t know if that’s just the lining, because that would be weird if it was along the coastline, but we’re seeing a lot of extreme drought. And that’s. I mean, anything beyond severe drought is bad for agriculture. So on top of all of the energy, because you’re battling with nature, you need to put more energy into the system. You got to put more energy in to get less and less out. Plus, you’re contending with nature, you’re contending with the energy crisis. And so all of this creates potential shortages.

And so here we are on May 15, and here we were back at the beginning of the year, and El Nino, what they’re calling a super El Nino cycle, not seen worse than 1877. Okay, this is 1877 in terms of the. The temperature, the overall temperature of the planet. This is it. Now, El Nino is typically associated with drought like conditions across the Midwest. So that is only going to intensify what we’re already seeing. So can you imagine the Dust bowl, like, drought? We had this weird cyclone thing pass through the prairie provinces in Canada in the last 48 hours here.

In fact, I think it’s. Yeah, it’s snowing right now, and it was 30 degrees two days ago, so the weather is all messed up. And when it went down into the United States, into your flyover states, it turned into a dust storm. And so we really are seeing dust bowl like conditions potentially returning back. So can you imagine that we have economic contraction. They’re building out these data centers like there’s no tomorrow to put more stress on the grid. At the same time, there’s a war raging that’s preventing us from accessing energy. And we’re contending with nature, who is making it harder and harder for us to grow food.

This looks Malthusian in terms of the catastrophe which may be impending. And it should go without saying at this point, it should go without saying for anybody on this channel. I don’t need to say it anymore that you absolutely should not Only be preparing in terms of stockpiling. You need to be building out regenerative systems at this point in time, you know, you can. The cost of produce, I mean, you would be amazed at how much just one tomato plant can produce. One of those cherry tomato plants, it will produce and produce and produce one of those.

Like investing in. You don’t even need to invest. You can grow it from seed. But one of those little plants might cost you five bucks, maybe even less. You’ll get hundreds of dollars worth of tomatoes if you build the infrastructure. Now get. Get what you need to do done. Now, if you already have a little bit of food squared away, it makes practical sense. There was a time when it was kind of just a hobby. And, you know, people garden because it’s more of a. It’s more of just a personal interest thing. But it’s to the point now where even if you’re like upper middle class, the amount of work that it takes to, for you to invest in terms of growing your own food is so it’s.

It’s economically viable for you to do it, is what I’m saying. Because the reason why people go to the grocery store instead of growing their own food is because it’s easier if you can work for an hour and you make $20. And with that $20, you can go buy a bunch of produce that you couldn’t produce in one hour. Right. You would do that. But now you know your $20 doesn’t go that far. And so for that reason, you can make a lot of money and save a lot of money just by. By growing your own food.

And even if it just means getting chickens and just the eggs alone that you get from chickens. Now, granted, it’s an upfront investment, but it’s something that is going to continue to pay dividends into the future. And when economic stress gets really bad and there’s shortages and shelves are empty, you’ll be glad you did. Guys, I gotta get going because I got a lot of work to do on the homestead. This has been an hour and seven minutes. Oh, my goodness. We got some guests coming up this weekend gonna be releasing those videos. I may give you an update if the war starts again tonight.

And yeah, just stay tuned and stay ready. Thanks for watching.
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