So, some stuff has begun to come out though so far it’s all from the US and I haven’t seen Venezuelan confirmation. First, Trump:
Second, the oil blockade per Hegseth (Secretary of War):

And third, Miller:

Meanwhile a Russian flagged oil tanker was seized. I’m not sure that it’s legitimately Russian flagged, there’s some indication they may have changed the flag in the last two weeks, but if it was, the Russians now have a quandry. The only real response is something symmetrical: seize a US bound freighter, like Iran has. We’ll see if Putin has the guts. He’s overlooked too many red lines in the past for me to be confident in his response.
Anyway, the play is obvious: no oil gets in and out of Venezuela without going thru the US first. The current government may or may not be allowed to stay in charge, we’ll see, but the Venezuelan economy can’t survive without oil exports so the US expects submission.
If neither Russia nor China are willing to intervene and Venezuela isn’t willing to take horrific losses (they’d probably win, but they’d get hurt doing so), then this is what will happen. If I were China I’d probably just end all military and dual use exports including all rare earths while there’s any blockade. What America is doing is clearly piracy. US law does not determine whether other countries can trade with each other—not de jure, anyway.
If there’s to be any remaining shred of freedom of trade it’s going to have to be enforced.
The next question is Greenland. If the US seizes that, then NATO is finished. Anyone MAGA friendly in Europe will be annihilated. Everyone will fall into China’s grasp, there’s no other alternative and there will be a mad scramble of nuclear proliferation. (Should have happened long ago, but people didn’t want to admit the US was an evil overlord.)
Trump may be able to coerce Venezuela (though China could stop him, it seems unlikeley they will) but he is accelerating the collapse of the American Empire something fierce. Again, the US is auto-catabolic in economic terms, and this is just the mad thrashing of a dying Empire, dramatic as it is.
Venezuelan crude is heavy oil. It will be of little value to the US economy, China can replace it without much difficulty and Russia doesn’t need it. This is seizing a wasting asset, acting like it’s 1935 or 1970 and oil is the most important strategic resource. It isn’t. It isn’t even close any more, as long as you have enough. China is aggressively moving away from dependence on oil, in particular, and China is who matters.
Trump’s just an aggressive moron. None of this will stop or even slow US decline where it matters. Instead it will speed it up, and in the longer term, the US will not keep control of Venezuela either.
No one’s talking about Trump being a pedophile right now, however, so I guess it’s “Mission Successful.”
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different clue
We could start referring to Trump as President Pedophile Pirate. That might get people talking a little about the Pedophilia again.
If the ChinaGov sees that the Miller ( trumpenvance) Administration is indeed speeding the end of US Empire, why would the ChinaGov want to intervene to prevent Trump Regime coercion of Venezuela? The ChinaGov would gain more by letting the Trump Regime convert American soft power all the way into American smelly repulsiveness. When enough of the CountryGovs of the world are screaming ” China! Save us!” , then the ChinaGov can pick the best time, place, ways and means to do so at least cost to itself.
I have read that American Gulf Coast refineries were designed and built specifically to process Venezuelan heavy sour crude oil and so that oil would indeed be valuable to those refineries in particular. Americans who disapprove of this piracy policy might well want to figure out which companies handle the products refined out of this particular type of oil and boycott those particular-sourced products as best as they are able. Limit their oil-products purchasing to companies which are not selling product from those heavy-oil refineries on the Gulf of Canada coast. This is where researchers and trackers could be useful by studying and laying out where exactly products from those refineries are going and posting that information all over everywhere as a guide to people who wish to avoid it.
And if one is afraid of censorship, it is easy enough to “reverse psychologize” the information. Simply pretend to be in total support of Trump’s liberation of Venezuela and name every oil company selling product derived from this oil in those refineries so that all True Magas can buy those products. Magas won’t know what to buy and where to buy it if names aren’t named.
Feral Finster
Note that the response in Venezuela and the rest of Latin America is not “how can I sink those American ships on the horizon?” but “how can I best appease the Americans, lest a similar fate befall me?”
And yes, Russia will cuck out. Again. Which just means that Trump and the various europoodles will continue to press even harder.
Trump in particular is enjoying his sugar high too much right now.
Pluto
the question becomes is what does Canada do? Our current cadre of elites seem very slow to pick up on what needs to be done and have not done anything to protect this country.
we seem very fucked.
j
Yup, Gulf Coast should be equipped for Venezuelan oil all right, unless they have scrapped their equipment. It’s not the first time this supply chain is getting some work to do. Remember basically all of Venezuelan power struggle boils down to whether the oil should flow to US via US companies, or not. And it would not be the first time for the situation to flip.
Venezuelan oil being heavy is maybe not the biggest refinery issue, although you obviously will be getting less of fuel and more of stuff like asphalt out of it. But Venezuelan oil is also sour and a great deal of it high tan – that is, sulphuric and acidic. You need equipment to take care of it, lest it eat your refinery up. Those that live on sweet/low tan would not have it, neither would they probably care to invest into it on the basis of Orange Man policies – this is probably where the discourse on the US industry not caring about Venezuelan oil comes from.
cc
Afghanistan, Iraq, Libya, Syria, Gaza, Lebanon, Yemen, Iran, Venezuela, Panama, …
Countries without nuclear deterrence get Epsteined, assaulted, raped, and exploited by the US/West for their natural resources or not-yet-fully-developed natural resources (natural gas offshore of Gaza, oil discoveries offshore of Venezuela/Guyana)
next in line: Greenland, Canada, …
“First they went after Libya, and I didn’t speak up because I wasn’t from there. Then they went after Syria, and I didn’t speak up because I wasn’t from there. Then they went after Venezuela, and I didn’t speak up because I wasn’t from there. …. Then they went after Greenland, and I didn’t speak up because I wasn’t from there. Then they came for Canada, and by that time there was no one left to speak up for me.”
The US bombs Germany’s critical natural gas pipelines, and Germany quietly submits, even though it went against all their interests.
Have Denmark and Canada condemned the US high seas piracy, thuggery, and dead-of-night abduction of Maduro? When that abduction happened, Canada’s Carney, in fact, actually used the words “welcomes the opportunity”, even though, over the long term, this Trumpepstein pimp assault and subjugation of Venezuela goes against Canada’s interests and will decrease Canada’s oil exports to the US and lower the price of those exports.
The Europeans and Canadians meanwhile pour ever more weapons and billions of taxpayer money (deficit-spending so debt, borrowed with interest) into Ukraine that has already been thoroughly used and exploited as a plaything by the US/West.
Instead of this “coalition of the willing” (coalition of the insane) talking about putting troops in Ukraine, shouldn’t Europe and Canada be talking about putting troops into Greenland? Isn’t it in Canada’s interest to strongly condemn what Trumpepstein is doing to make Venezuela submit, knowing that we’re also being eyed on the US menu?
Nat Wilson Turner
My understanding is that the US needs the heavy Venezuelan crude for diesel and jet fuel to replace Russian and Saudi sour crude they are no longer getting but my oil industry contacts are mostly dead or retired so I can’t confirm.
Feral Finster
“Instead of this “coalition of the willing” (coalition of the insane) talking about putting troops in Ukraine, shouldn’t Europe and Canada be talking about putting troops into Greenland? Isn’t it in Canada’s interest to strongly condemn what Trumpepstein is doing to make Venezuela submit, knowing that we’re also being eyed on the US menu?”
More likely, what will happen is that Denmark will agree to some kind of figleaf “protectorate” or dual sovereignty (like Western Sahara), with Greenland’s status “to be decided later” (nudge nudge wink wink).
The backhander of course, will be further American assistance in The War On Russia. The Danish political class would gladly give up Greenland if that were the price of getting the Americans to fight WWIII for them.
And of course, if the Americans get cold feet, europe can always revisit their hitherto unflagging support for Israel.
Purple Library Guy
Is there a lot of functional difference between “We can’t export the oil” and “Someone exports the oil, but it isn’t us and we don’t get the money”? I’m not sure how much motivation Venezuela really has to give in. Plus, it’s just putting them back in the position they were in maybe eight years ago, before they had made some adjustments and managed to start exporting somewhat despite the sanctions. Except not quite as bad because they’re food self-sufficient now.
And if they do give in, they know it doesn’t stop with the oil. One key result will be, the communal movement will get crushed. There are millions of people in that movement.
I think most people underestimate the Venezuelans.
Purple Library Guy
I don’t think the US needs heavy Venezuelan crude for much of anything, those refineries are mostly using Alberta tar sands stuff instead these days. Venezuelan exports to the US have been near zero for some time now. I suppose it’s possible someone in the American administration wants to nobble Venezuela and get the Venezuelan crude so they can then have more leverage against Canada . . . but problaby not someone in the TOP tier of Trumpies because I don’t think any of them can handle an idea that complex, except maybe Vought and he doesn’t care about foreign affairs.
I think analyzing what Venezuela is likely to do based largely on stuff Trump says has a fundamental flaw: Nearly everything Trump ever says is a lie. Of course he’s going to say the Venezuelan administration is rolling over for him–he always says everyone is rolling over for him, it feeds his ego and it sows fear and doubt in his opponents.
RodertRudis
All the countries of the world are pitiful dipshits. A bloodthirsty bully is running amuck, killing, robbing, destroying, and what is being done to stop him? Nada. Pathetic. I am ashamed to be alive in 2026, 90 years after one sick narcissistic psychopath and his team of murderers put millions into mass graves. Even a rat will fight back against a terrier.
KT Chong
“… there will be a mad scramble of nuclear proliferation. (Should have happened long ago, but people didn’t want to admit the US was an evil overlord.)”
Is there any reason why Canada has not started developing nuke yet?
Trump has already said Canada will be a US state. If both Venezuela and Greenland, he will come for Canada next, and the military option will not be off the table.
Bob
Nothing happens without deisel which, I believe is an oil product. Isn’t supply dwindling?
China and Russia will capitulate to the idiot empire until that empire implodes and explodes the world in the process.
Or maybe they are cunningly waiting for the empire to implode and they think they’ll then step in.
I don’t think any humans are half as clever as they think they are.
Jefferson Hamilton
“We’ll see if Putin has the guts.”
I will be very, very surprised if he does. I don’t think China will do anything, either. As you say, it’s obvious that America is collapsing in on itself. Why rock the boat when what you want to happen is happening anyway?
Out of curiosity, what do you think the most important commodity is if not oil? I think it still is by a mile; everything, including the “green” “revolution,” depends on it, still.
“Is there any reason why Canada has not started developing nuke yet?”
Presumably because America hasn’t told them to? Lol.
Ian Welsh
Looks to me like various Rare Earths are more important since you can’t build magnets, semiconductors, certain types of batteries and a whole stack of military gear without it. Oil was #1 for a long time because it was hard to have enough to run a modern military. Now it isn’t, not by anyone who matters.
There’s plenty of oil in the world. It’s not scarce and it’s being moved away from, hard, by the only nation which matters: China.
KT Chong
1. Only ~2-5% of China’s CRUDE oil imports in 2024-5 came from Venezuela, so that should be ~0.5-3% of China’s OVERALL oil imports.
2. Venezuela is not existential or even important to China.
3. Venezuela would be more useful to China as a sink to bleed American attention, life, money and resources, than a source of energy/oil import.
4. Venezuelans will defeat America and win in a protracted insurgency and guerilla warfare.
5. However, the current regime in Venezuela will not survive. It will fall immediately or soon after the US sends in ground forces to “awe and shock” Venezuela… but the aftermath — the inevitable insurgency and resistance against a foreign occupation — will eventually defeat, drain and expel America.
6. For an incumbent elite in Venezuela, who wins eventually does not matter. They are only interested in staying in power.
7. They will sell out their country and throw China under the bus to avoid a U.S. ground invasion = regime collapse.
EGrise
I think part of what’s happening is Trump wants the Venezuelan oil revenues under his direct control. That way, he has a slush fund he can use to undercut the Dems in the upcoming government funding fight at the end of January. If that’s true, then that’s pretty much game, set and match for US democracy.
Flaser
As a lot of people pointed it out, Venezuelan heavy oil is specifically what the American Gulf Coast refineries require. (Those are the bulk of the US refining capacity).
Does the US need it? Not in the long run. However at the moment, the country is exporting most of the oil it produces (mostly “light oil”), as its own infrastructure is more “heavy oil” focused.
So in essence, this is good old fashioned subsidization of existing US industry, an imperial intervention a’la what was done at the behest of the United Fruit Comapany.
Bob
You can’t run the machines to dig up the rare metals from the toxic pits on batteries. Or to dig up the copper that there isn’t enough of or to operate the heavy farming machinery that is required to feed the people who are going to use all the energy hungry tech.
Ian Welsh
Diesel, specifically, is the actual issue, yes. Oil should be phased out of everything that doesn’t actually need it. We also need to shut down most production of plastic.
Bob
Yes.
Which means turning off industrial civilisation.
Although there’s no chance of that happening in a civilised way so it will turn itself off at its own pace. Which is not going to be very pleasant to see.
Like & Subscribe
It’s larger than all of that. The elephant in the room is Growth. Growth is paramount to civilization. It’s the one true religion. Growth is divine. Growth is God. Trump is right for the wrong reasons — Green is brown. You know something isn’t right and it doesn’t add up when Wall Street embraces Green.
Fyi, I will have a video up today or tomorrow about what a good guy PL was. It’s relevant to the discussion regarding Venezuela and Latin America and South America. Maybe I will title it, with ML in mind naturally, With Allies Like This, Who ………..
TM
I have no faith that the EU + UK elites will do anything to protect their territorial integrity from the US. They will bend, bow and justify that this will all change when the next president comes into power. Just keep appeasing. The next president will simply maintain the new, worse, status quo and we’ll all pretend that it never happened. As long as they can personally opt out of risk, sacrifice and suffering, there will be no change. We’ve spent the last five decades insulating this class from all risk, sacrifice and suffering.
Carborundum
I love all this talk about how all the other countries should make massive investments in weapons, including building nukes, to deter the US.
Maybe the American populace should GROW A BACKBONE and do something to stop this bullshit. The thing that’s driving anti-American sentiment among the part of the Canadian populace that matters isn’t the stupid policies – we understand how narrowly based those are. We’re becoming more anti-American because we have contempt for a populace that is so easily cowed and has its collective thumb so far up its collective ass.
GM
I saw someone from Denmark literally calling for that — sell Greenland to the US, send the money to Ukraine to fight Russia…
GM
Wrong on all three statements.
1) The world has been able to pump out more oil at the cost of launching into fracking and deep sea oil, but that doesn’t mean that the end isn’t near. You don’t go to war to secure oil supplies after the real peak, you do it before that.
And the US specifically has a huge such problem because the fracking might indeed be finally approaching that exhaustion point.
As usual with such projections, the people who predict peak of production are always wrong in their timing on the side of being too pessimistic. But because there is that pesky thing called laws of conservation of energy and matter, they are always right in the long term.
2) China is not moving away from fossil fuels. They are adding renewables and nuclear to an expanding fossil fuel consumption. Because at that level of economic growth that is the only way to support it. Look at the actual numbers. They are building 30 nuclear reactors and yet the share of nuclear is projected to remain constant for decades.
3) And most important — the nation that matters here is the US. Because if the US is not moving away from oil, and it isn’t, then it will go to war against the whole world to secure it. Which is precisely what we are witnessing now.
DMC
The plutocrat Paul Singer recently bought Citgo, the American subsidiary of Venezuelas national petroleum company. It includes refineries that are specefic to the heavy sour crude that Venezuela produces and includes about 4000 gas stations. So that’s who benefits directly from this.
CL
This is about BRICs and the petrodollar
Just like in Libya–well not ‘just’ like…
It was Vijay Prashad that dropped that concept on us a few days ago and yep the US just cannot allow any alternative to their extract machine
Jefferson Hamilton
“There’s plenty of oil in the world.”
Hmm, this strikes me as very similar to someone dismissing a potential water crisis by saying, “There’s plenty of water in the world.” Well, yes, but much of it is hard to get at or use, and the costs to using it (desalination, etc.) may not be worth it.
elkern
Interesting connection noted at Mahablog recently: Zillionaire & Trump donor Paul Singer bought Citgo in November:
https://popular.info/p/venezuela-raid-enriches-maga-billionaire
(linked from…
https://www.mahablog.com/2026/01/05/who-needs-a-plan/
Citgo was owned by Venezuela until USA just took it via Lawfare. The rump Corp owns some of those Gulf Coast refineries that were designed to process Venezuelan heavy crude.
elkern
US Navy pirates might think twice about seizing a ‘shadow tanker’ if it had a few of these containers marked “Chinese National Maritime Rejuvenation and Maritime Community of Shared Future for Mankind Project” on board…
https://www.youtube.com/watch?v=tblWObrXDsM
Old Jake
Perhaps we should cheer on a u.s. seizure of Greenland. Take the longer-term view, breaking up the u.s. bloc can’t be a bad thing. Can it?
Eric Anderson
Anyone mention in the thread that this move has stranded China with a multibillion dollar loan w/o chance of repayment through the the oil that was the consideration for the loan?
And, that China’s response has been financial arbitrage, recently injecting covid level trillions of dollars into it’s economy to put the squeeze on the U.S. banks’ shorting precious metals — which there is no way on earth they can cover?
See: https://xcancel.com/NoLimitGains/status/2008557735177072947#m
And: https://xcancel.com/NoLimitGains/status/2008192629012308134#m
And: https://xcancel.com/NoLimitGains/status/2008898289911947474#m
Now, is this guy a sensationalist? Maybe.
Are the financial conditions he’s citing factual? Seems so.
There’s a big one brewing. China knows the best way to rid of Trump is to tank the economy.
Feral Finster
1. That anyone is hoping for any resistance from Venezuela shows that they are grasping at straws here.
2. “the question becomes is what does Canada do?”
Bend over, of course. This should give you an idea of the fearsome Canadian resistance tactics:
https://www.mcsweeneys.net/articles/future-canadian-resistance-tactics
3. “Even a rat will fight back against a terrier.”
They certainly will fight a cat. Humans, however, lack the noble spirit of the rat.
different clue
@Bob,
I remember John Michael Greer once saying ” collapse now and avoid the rush”. I think he meant “collapse gracefully” rather than ” collapse chaotistrophically” . . . perhaps a version of what Richard Heinberg meant by ” Power Down”.
” Powerdown: Options and Actions for a Post-Carbon World ”
https://richardheinberg.com/bookshelf/powerdown
https://en.wikipedia.org/wiki/Richard_Heinberg
Somebody in Britain wrote a book on the concept of transition towns.
“Transition Towns – the quiet, networked revolution”
https://rapidtransition.org/stories/transition-towns-the-quiet-networked-revolution/
Perhaps people thinking of personal or better-yet regionalocal community survival should think about getting the High Industrial Tools that would make Separate Survival possible when the High Industrial Civilization which produced those tools is gone. Tools like the Meadow Creature, for example.
“Meadow Creature
Home
Garden Forks
Driveway Signs
Other Products
FAQ ”
https://meadowcreature.com/
Or a pet steam engine of your very own, to make survival electricity with ( or do other survival things with). And it could run on corn cobs, pine cones, or other non-petro derived fuels.
“Mike Brown’s Engines”
http://kimmelsteam.com/brown.html
cc
In terms of understanding America’s plan, it may in part be a desperate move to try to stop the de-dollarization snowball that continues growing:
“World banking system expert Richard Werner writes on what the Venezuelan ops mean for the petrodollar system:
The US coup in Venezuela is also to help the petrodollar system, established by Henry Kissinger’s 1974 deal with Saudi Arabia requiring global oil sales in USD, which creates artificial demand for the currency & funds American hegemony – but which has been in its death throes.
Venezuela, with the world’s largest oil reserves, challenged the $ by selling oil in yuan, euros, rubles, bypassing the $, & building alternative payment channels with China.
Historical precedents include the overthrow of Saddam Hussein in Iraq for switching to euros, Muammar Gaddafi in Libya for proposing a gold-backed dinar. See my report on the Saudi petro dolla deal at [Substack].
The invasion counters accelerating global de-dollarization led by Russia, China, Iran, and BRICS, as nations shift to non-dollar settlements and alternatives to SWIFT.
But it signals desperation, potentially hastening the petrodollar’s decline as the Global South resents US reliance on military force to maintain currency dominance.”
from https://simplicius76.substack.com/p/major-questions-finally-answered
These lines from the Independent, via nakedcapitalism’s “Trump’s Gangsterism Escalation”, seem to add weight to that view:
“U.S. officials say the Trump administration plans to control Venezuela’s oil indefinitely in order to force the country to act in America’s interests.
Energy Secretary Wright said the U.S. would market stored Venezuelan oil first and then sell future production indefinitely, with revenues deposited into accounts controlled by the U.S.President Donald Trump has also announced that Venezuela will only purchase “American-made” products with the money made from its oil deal with America.”
https://www.nakedcapitalism.com/2026/01/trumps-gangsterism-escalation-plans-to-steal-and-sell-venezuela-oil-seizure-of-russian-and-chinese-tankers-greenlight-of-maximum-pressure-sanctions-venezuela-and-denmark-not-on-board-with-heists.html
from the same link, according to the NYT:
“The White House press secretary, Karoline Leavitt, asked whether and how the U.S. will “run” Venezuela as President Trump has vowed, told reporters that the Trump administration was “in close coordination with” Venezuela’s interim authorities, and that “their decisions are going to be dictated by the United States of America.”
Western establishment media propaganda always first demonize a government the US seeks to overthrow by referring to them exclusively as “regime” instead of “government”, and demonize a leader the US wants to overthrow by constantly referring to them as “dictator”. But the fact is that it is the United States that is always trying to be the dictator of the world – or maybe “only” “their” half of the world now:
The US dictates to other peoples who they are allowed to choose as their leaders, what form of government they can have, dictates who they can sell their resources to or not, and dictates that their resources can only be sold in US dollars, that must then be stored only in US banks, US Treasury bonds, or US stocks – ready to be seized by the US at any time – and that their revenue can then be used to buy only American exports.
different clue
@Eric Anderson,
I had read recently that the ChinaGov response to Trump’s various aggressions and freakouts was targeted against the pro-Trump Magastanis in particular. If the ChinaGov thinks that a victory for one side as against the other side in America’s ongoing Civil-Culture Cold War would be better for China, the ChinaGov may continue focusing its countermeasure actions against the side it disfavors. I hope the ChinaGov decides that Christianazi SatanoFascist Gilead Magastan is the side it more heavily disfavors and disapproves of; and keeps working to cripple, degrade and attrit the Magastani economy most severely.
” MAGA keep on moving. This is a Human Rights community.”
” God help you MAGA if the sun sets on you here.”
Separate Survival is probably the only survival which remains possible.
Feral Finster
@cc: This is not desperation at all. This is simply the empire dropping any remaining pretense that it is anything other than an empire.
It is now strong enough and unchallenged enough that it can do whatever it wants, sort of like a pimp who has that poor runaway teenaged girl trapped in a motel room far from home and far from anyone she knows, no money and no way out.
That pimp no longer needs to pretend to be a cool guy just trying to help a young girl out but something much more sinister, and her ass better get on that track.
See also: Epstein, J.
different clue
Now . . . how can Modernia win the Modernia versus Magastan Civil Cold War? Ideas should be welcomed here. I will offer this one in hopes that it inspires everyone who thinks ” I can do better than that” to come here and “do better than that”.
And here it is. It was inspired by the title of a Rachel Maddow you tube videocast which I saw. And remember, watching Rachel Maddow is like huffing Nitrous Oxide while drunk. (Not that I would know what that is like). So if the title itself conveys all the necessary meaning, then why huff the Nitrous?
“1 MIN AGO: Canadians DUMP Florida Homes—$1B Real Estate EXODUS After Trump’s 51st State’ Threat”
https://www.youtube.com/watch?v=BW5maJekp44&t=46s
Now, Mr. Guard the Leaf recently made a video about how many Canadian snowbirds in Florida are trapped by crashing real estate values and cannot afford to sell out and escape unless they are prepared to rescue pennies on the dollar of their investment in Florida homes. So . . . what if all the donation money currently wasted on mainstream Democrats’ political campaigns and etc. were instead spent to create a fund to be used for giving Florida Canadian homesellers enough money to get them back to breakeven when they sell their houses super-cheap to escape Maganazi DeSantistan? And what if those houses were marketed at those super-cheap prices to Magas in the most-heavily Magastates and regions outside of Florida? Perhaps a million Magas could be lured to Florida for that super-cheap fire-sale of Canadian-owned houses. The Canadian homesellers would be funded up to breakeven by that Help Canadians Escape fund. Hundreds of thousands of Magas would concentrate into Florida, somewhat reducing their numbers in other states and all positioning themselves geographically to get what they deserve because it is what they voted for in terms of rising sea levels, stronger hurricanes, new emerging tropical diseases, etc.
May the leopards eat every face which deserves to be eaten. May the leopards grow fat on the harvest of faces which voted to Let the Leopards Out.
https://www.youtube.com/watch?v=ojULkWEUsPs
Eric Anderson
different clue:
I don’t think they care to make the distinction. The U.S. is just not dependable or predictable any way you cut it anymore. If, it ever was.
Purple Library Guy
GM and Jefferson Hamilton are wrong.
GM’s point one is correct enough but that only matters if he’s right about his point 2 and point 3.
Point 3 has a massive logical flaw: If the rest of the world moves away from oil, and the US sticks with oil, then all the world’s remaining oil can only be sold to the US, which means the US can have it cheap. So no, the US would not need to go to war against the world to secure it. You only need to fight for things that other people want; if they have no need for the stuff themselves it’s “Oh, you actually want this stuff? Why sure, I’ll make a bit of extra money selling it to you!”
Point 2 is more complex. There have been a lot of people who have claimed either about China in specific or about energy in general that energy sources do not replace each other but only supplement, usually because growth. They point to the fact that coal is still being used even though oil became a thing. This is plausible and wrong. Some sources of energy have persisted as new sources arrived, while others have disappeared or nearly so. And some have fluctuated, heading towards disappearance but then coming back when the technologies involved have improved significantly. So, whale oil disappeared as an energy source; its economics just weren’t as good as fossil fuels. So did literal horse power. We do not have masses of horses and oxen and such pulling ploughs, running factories and so forth. Water and wind power died for a while, then made a comeback when they started being used to make electricity instead of just power machines directly. The point is, whether an energy source continues to be used depends on specific economic factors, there is no general principle saying power sources persist because they exist.
The energy shift happening now is from the use of combustion in transportation and industry to the use of electricity, and from the use of combustion in generating electricity to the use of things like solar and wind complemented with batteries. It is a shift, not an addition. That is because electricity is just better than combustion–cheaper, more efficient, requiring much cheaper and less elaborate infrastructure. So far, air travel and long distance shipping still require burning fuels with high energy density, but they are a quite small percentage of fossil fuel use, and battery technologies continue to develop. And on the electricity generation side, it is a shift because, again, solar, wind, and batteries are cheap like borscht and are not yet mature technologies. In many places it is now cheaper to build and then operate a new solar array than to operate an existing fossil fuel generator.
In terms of the brute facts specifically in China, it is still possible barely to pretend the supplement narrative has an force . . . but only if you don’t really look at the situation. In 2019, hardly any EVs were sold in China; by 2025, it was over half if you count plugin hybrids. The trend has not stopped. A conservative estimate has that percentage growing at about ten points a year. So by 2030, near zero combustion engine cars being sold. At a certain point that means the combustion engine car fleet starts shrinking; by 2040 there will be hardly any gas-burning cars on the road. How exactly is that supposed to result in continued gasoline use with electricity just supplementing? Already there are reports of Chinese gasoline use peaking. There are similar trends in buses, trucks et cetera. There are technologies for using electricity to provide high heat for industrial processes; again, they are cheaper than burning stuff. It is early days, but I am fairly confident these will begin to replace combustion in industrial processes, especially since the Chinese government will be planning for this to happen.
The trends in electricity generation are similar. Yes, the Chinese still burn masses of coal, but this has plateaued. They are even, so far, still building coal plants . . . but the new plants are basically coal versions of natural gas “peaker” plants, intended to compensate for the variability of solar and wind. But with batteries so cheap, even these are headed for obsolescence. The thing about solar and wind is that their growth has been exponential. Of course the economy’s growth is also exponential . . . but it’s a much smaller exponent. Economic growth swamped the growth of renewable power for a long time because it started very small . . . but we are now at the point where growth in renewables fills all the new demand. So then, when that growth gets another 20% bigger, and another, and another . . . renewables start filling MORE than the new demand, and fossil fuel generation starts shrinking. One thing to keep in mind about renewables is that where oil and natural gas are COMMODITIES, renewables are TECHNOLOGIES, and we can expect them to follow technological adoption curves. Renewables and EVs are starting to reach that point in the curve where suddenly everybody has a cell phone.
So no, China’s fossil fuel use is not going to keep on expanding, or even stay at a plateau. It will start dropping, first slowly then accelerating. At a slight lag, so will all its trading partners.
And this in turn is why Jefferson Hamilton is mistaken. There IS plenty of oil to last us until nobody is interested any more. We’re going to keep on drinking and using water, but our need for oil is beginning to wane.
cc
@Feral Finster #36, thanks, agree that the US under Trump is dropping its usual pretenses that it would previously try to frame and cover its gangster tactics with. Western media is getting all tied up in its convolutions to try to keep its myths, narratives and propaganda believable despite all the contradictions with its past lies.
Also agree with the pimp and young girl / Epstein exploitation metaphor that I was also alluding to in my first comment #5.
Within that position of power dynamic, sure, it’s not the US gangster/predator/pimp that’s desperate but the poor country, in this Venezuela, that’s in his clutches and that the pimp and his gang have been isolating, beating, and starving with sanctions till she learns to submit and do everything he wants.
But in the larger context of de-dollarization, China and Russia, BRICS/SCO, the Belt & Road initiative, Eurasia, multipolarity, aspirations of a fairer more equitable world, the concept of a global community of shared future (ex. https://www.moonofalabama.org/2023/09/chinas-shared-future.html), the recent downsizing to the Western Hemisphere / Fortress America that we are witnessing, and all that Ian has been writing about, the Empire and its elites may well be getting desperate, and, unfortunately, we can probably expect many more such moves.
different clue
@Eric Anderson,
It appears clear to me that the ChinaGov is still making that distinction. It tailored its responses to the Trump actions so as to target Trump-Voter country first and worst of all.
Now, the CPC runs a state, not a charity; and it is not targetting its actions to be “nice” to “Blue America” because it “loves us so much”. It does not. Nor should it. States are not in the ” love” business. But the CPC probably IS making a considered decision about which side it would prefer to see in control of all America’s A-bombs and H-bombs. And based on pure intuitiion, I suspect the CPC would rather not see
the Gilead Christianazi Republic of Magastan be THE successor state which gets all those bombs. And if my intuition is correct, then much of the rest of the world still IS making that distinction IF . . . as has been said . . . ” China is the only country which matters.”
Because IF that is the analysis which the CPC has reached and is acting on, then for other countries to go against China in that regard would be futile. ” You can’t fight China” today just as it was said that ” you can’t fight the Fed” in the good old days.
So other countries can help China by ” helping the blue” or they can get revenge on “America” by helping the MAGAs make it all into One Great Big Beautiful Red State Shithole. With A-bombs and H-bombs for all under Christianazi Gilead control. That’ll teach those Kamala voters a lesson. Boy Howdy by golly! And some countries will just passively watch and get their Schadenfreude on, and find out how that works out for them in the long run.
Mark Level
Some updates as of midday Thursday the 8th: The Rs bowed to the MAGA Base and voted with the Congress D’s that Trumpy can’t attack Venezuela again without permission, vote in the Senate expected to be the same. They’ve also voted against 2 of his vetos in collusion against him.
Venezuela was meant to dampen the Epstein coverup but it didn’t work with the MAGA base. Unlike the Dimmie saps, these people have self-respect (whether deserved or not) and push back when they are stabbed in the back. I think there is starting to be some realization that Donnie is non copus mentus and selling lies and failure. PLG’s comment is insightful, I don’t think the Venezuelans want to starve and die quietly and Chavismo is still alive. The cynic defeatists can gibe and taunt all they want, it’s the little dog barking at the passing caravan.
Today Aleister Crook with Glenn Diesen covered that during Bibi’s visit, Trump was told to get on board with another attack on Iran, sure to be fake (on the US’s part) or a failure and hopefully the Iranians will flatten Tel Aviv and large sections of the Zionist Entity, not walk away from the battlefield quietly this time. (We’ll see. They’d be suicidal to back away.)
Previously I compared Hair Drumpf to an arsonist with the world’s largest gas can. In the last 48 hours he’s proven so by seizing (with the yapping Brits) a Russian oil tanker with lies about it’s flagging legality, there were Russian subs in the area but they didn’t fire on the pirates. This is too much restraint by far, I am with the cynics on this one. And he had a Chinese tanker grabbed as well. Mercouris tries to rationalize a bit and claims today the Russians have started direct attacks on US assets inside Ukraine. Good but too limited response if true. If Putin doesn’t get a little less passive I’d hope that Medvedev or some real hard-liner comes to power. I already noted that viz the yapping slug Brits, just landing one Oreshnik near Buckingham Palace would clarify their hubris. They have a cassus belli after recent events, hell they have 100 of them against perfidious Albion in the view of anyone who has paid attention.
A good talk between Danny Haiphong and the awkwardly named Stanislav Krapivnik today. Ethnically Russian he served in the US military some decades back and made some obvious points, e.g.– when he was in the service decades ago, soldiers had 1% rates of obesity and today it is over 40%, women soldiers as boots on the ground are rarely large or hardy enough to hang in there, and the US military’s size isn’t big enough to invade anywhere larger than Greenland or Iceland.
I expect China has plans to crush the US economy quickly or as quickly as possible. I’m not too worried about the Venezuelans, I think they are not and will never be Imperial puppets. Getting somewhat concerned that Putin is no longer up to the job, has been in power too long and is too much part of the global elites.
When the “surgical” (sic) kidnapping of Maduro went down I briefly wondered if all the Globalists are united in deception and Kayfabe. Or if this whole reality is “a simulation” (only a passing thought, I’m not going there.) Here’s the reason the shitheels in office might be reining in Trump: he is destroying the Globalist order and “Free Trade” (sic) as well as US “credibility” right before their very eyes, and they won’t be getting their cuts in the future. I think the fat, senile, naked (or diapered) Emperor may be allowed a war in Greenland, small and easy to steal. For bigger WW III projects, I think some people are losing their hubris.
Mark Level
Okay, evidently I spoke too soon viz Putin’s passivity or impotence. Nobody else in the MSM would report it but Ray McGovern does here– https://www.youtube.com/watch?v=cvTGaQQ6EuM
Russia in coordinated activity stole back 3 vessels from the West under Hair Drumf’s new No Law of the Sea policies, worth billions– Russia got hit and is now hitting back. Turnabout is fair play. Trump opened Pandora’s box but there is no “hope” therein (to be fair, Obama killed that). The decline is speeding up.
Ian Welsh
Not finding any confirmation anywhere of those seizures. Not saying it didn’t happen, but I can’t find anything else.
Mark Level
Yes, thank you for the due diligence Ian. There was one comment on the video that this was 3 days old and AI. I will say that McGovern looked real but his affect was a little flat (though it’s the first time I’ve seen him speaking solo, so that could be it?) I did the same search as you and found nothing. 50-50 shot there is nothing and it’s AI or that it’s real I guess.
I wouldn’t doubt the Western MICIMAC could hide the 3 seizures strategically for days if not weeks, I’m sure we all recall the “51 Intelligence officers” who all swore the Hunter Biden laptop was “fake” before the 2020 election. IF it is fake, someone is trolling the Russians and reminding them that they could form choke points and pay back the West point for point . . . If they don’t start doing so, I’ll go back to my view, Putin is no longer a worthy leader and Russia needs someone steelier.
Egoculexegonos
@Nat Wilson Turner
I’d say that’s basically right, especially, for diesel. Media often speak of “oil” as if it were the same stuff everywhere and that’s not the case. The “good” oils are either gone or going. Venezuelan oil is certainly not the best (they require a lot of work) but you can extract an average ~15% – 25% diesel fraction from Venezuela’s heavy oils. That’s a lot and diesel, which is basically the blood of heavy duty machinery and industry… and military, is starting to be a problem for countries all over the world, e.g. Bolivia and, interestingly, Nigeria… and even Iran… It’ll eventually reach the West. Worldwide, diesel production currently fluctuates around 10% – 15% below its peak in 2015-2017. The US currently export light fuels (but fracking is close to exhaustion) while importing heavy ones. It consumes (actually mainly wastes) about 1 fifth of the global consumption of oil… AND Venezuela also has rare earths and gold… Looting! Yahoo!
Anyway, I might of course be wrong, but I suspect Chavismo and more generally Venezuela is going to be a tougher nut to crack than the Yankees think. Even if I’m right, that won’t be easy… and Colombia and the Cuba are next in line. Honduras elections were recently blatantly robbed and its USAn military base will soon be enhanced. One air base was re-opened in the Dominican Republic, another one in Puerto Rico AND both countries’ commercial airports along with Trinidad and Tobago’s facilities were used for the kidnaperation… Poor Americas. Anyway the Agent Orangeutan (aka PPP, i.e. President Pedophile Pirate – thanks, Different Clue!) is just a symptom.
“Il vecchio mondo sta morendo. Quello nuovo tarda a comparire. Ed in questo chiaroscuro nascono i mostri.” – Antonio Gramsci (The old world is dying. The new one is slow to emerge. And in this chiaroscuro, monsters are born.)
Thermobarbaric
Mark Level and Ian re YT tanker seizure video: It’s AI. It states very clearly on the top left of the video: “Altered or Synthetic Content”.
Furthermore, if you click on the channels YT link “More” a window pops up that says:
“IMPORTANT DISCLOSURE:
This is an independent, FAN-MADE educational channel. We are NOT affiliated with Ray McGovern or VIPS.”
In an age of increasingly deceptive AI generated content it’s imperative for users of alternative media to exercise a great deal of caution before posting these videos. YT has become a cesspit of this stuff with videos of well known figures like Yanis Varoufakis and John Mearsheimer being subject to this type of AI abuse.
different clue
@Egoculexegonos
Thank you for the kind word. I have another 3-P acronym . . . President Pedophile Piggy . . . a shout-out to his insulting that journalist. Perhaps both could be used interchangeably and see which sticks in what minds.
About Trump being a symptom, that is true. But sometimes a symptom can be a problem in itself. For example, before the modern anti-retroviral drugs, HIV conferred a long slow death as it degraded and attrited the immune system down to zero. That was the primary disease and the opportunistic infections were a symptom, but some of those opportunistic infections could be fast-forward lethal in themselves; such as Pneumocystis pneumonia.
https://www.cdc.gov/pneumocystis-pneumonia/about/index.html
Fulminant trumpitis will compress a hundred years of decline into 2 or so years. And a long-term weakened US will also be subject to other opportunistic political infections . . . White Power Christianitis, Silicon Valley Techbrosis, etc.
America’s long bout with Malignant Metastatic Clintonoma and Yersiniobama pestis has left America weakened at every level, to be sure; and vulnerable to infection by Fulminant trumpitis to begin with.