This is just a IMO theory of mine that started as a comment on a post earlier today that subsequently was deleted because it was a duplicate post. I thought the information to be pertinet and the data points worthy of their own post and discussion.... well, I've failed to notice anyone talking about it as of yet. Feel free to chirp, croak, and freely discuss the notion espoused (see title). 🐸

The Iranian conflict (and Ukraine as well) is one big chain reaction set up to merge LNG into the petro dollar and completely dominate the global markets. The following are very easily provable data points leading up to the present day:

• Pre-Ukraine, RUS supplies majority of EURO LNG.

• Nordstream is terror attacked. Now US is primary seller of LNG to EUR.

• Use UKR proxy to attack RUS tankers in the Mediterranean.

• Knock out Venezuela eliminating majority of foreign bought LNG from Western hemisphere.

• Qatari & Saudi production and distribution halted, eliminating 30%+ of China's LNG import sources.

• POTUS signed EO stating by 2029 at least 1% of all GCC LNG must be carried by US made vessels. Forcing everyone to buy US made ships.

• USN now available on rent for security escorts for anyone wanting to pay the vig.

• Next, take control of Greenland which will further hinder RUS Arctic ships.

• Norway is not currently a factor as it is already at max capacity and dealing mostly locally within Scandinavia.

This is why LNG and crude oil is not down, but up in the stock markets. They (ExxonMobil, et al) know exactly what's coming and that's complete US domination of the energy markets. Everyone except for RUS will be forced to either buy US energy, buy US vessels for transport of fuel, and/or pay the USN to insure their cargo. It's a triple threat win and either really damn smart or dastardly extortion depending on how you look at it. This coming winter would be an excellent time to buy into the Euro because I would bet my boots that it will crash to counter buying & investing in USD to purchase their enormous energy requirements.

Just my brain craving crayons while working today. Maybe it's all just dumb luck and coincidence, but I'd guess that's probably not the case. Look for more energy cause/effect habbenings to coalesce in the near future with the data points provided.