The Most Important Market In The World - Oil

The Shift from Takers to Makers

Oil is one of the most destructive weapons used against humanity, of all commodities consumed by man it sits alone. Countries economies have been devastated by it, once imposed it takes decades to recover. Oil takes capital and at the same time increases inflation, its cost flows through all layers of the economy no matter how that economy is run or who controls. And better still it crushes currency. By lowering the value of currency that country needs more to purchase oil, inside the country consumers are spending more on purchasing oil, which limits there spending on other goods, the higher cost of oil then adds inflation to transport energy etc. which raises the prices of goods.From the farm to the supermarket including the packaging oil washes everything. Every human being every day sees oil in one form or the another.

This isnt about periphery green bullshit and ESG crap, that is a narrative another layer of tax base bullshit to help fund the core. This is only about Capital and its moves thats what matters, whales live here, manipulators trade here, those who hold the puppets strings live here, but the puppeteers 50 year reign may be ending and it all ties in with the Multipolar order of things.

In the 1970’s governments introduced an excise tax which is a % tax on the sale so if the price inflates they get a bigger tax haul even if the economy is suffering, in fact this fuel excise is that popular and works through economic swings that they invented VAT, GST which is a % tax on all goods, thats why the Middle Class has been destroyed, the same tax weapon on oil was placed on everything consumed. The offset of this revenue stream was to keep corporate and investment taxes down.

In 1973 ,two superpowers ruled US and the Soviet Union both ocuppied the world scene. This limited the US ability to mobalise in the Middle East. Up until last year the US was at the top this gave them decades of being able to occupy Oil Fields at will if they thought they faced an embargo or production short cuts,or an oil nation wanted to go off the peg. And if push came to shove simply set them alight.

With the eventual breakup of the Soviet Union and the resources on offer ,the US flexed in the Middle East, Saudis came onboard and Libya, Iran, Syria and Afghanistan desert nations all where lent on with the oil weapon. Russia was left in ruins by there own bad leadership and the big league moved in on the resource game.

Putin took power and immediately reversed the course of previous leadership, he used oil revenues to boost his economy and raise the standard of living across Russia. The same playbook happened again as in the Middle East and after the annexation of Crimea global oil prices took a dive and with falling revenue and sanctions Russia was put in a recession with stagflation which started in 2015. The other move was to regain entry with the oil weapon and Ukraine was put under the big league control and Europe jumped in with the weaponised NATO.

What the world missed with Syria was that Russia moved back into the Middle East. The very thing they had halted had started replaying. Politics aside Russia had a gameplan to turn recession around it was now a case of all or nothing, he was about to show a way to combat the dollar and oil. Putin no matter what you think of him has outlasted all other leaders and seen it all, his knowledge on history speaks volumes to the research on geopolitics and economics, it is one thing to know the game but is entirely different to invent new moves and come out in front.

BRICS united emerging countries and gave them freedom and all systems of money have been replicated and now the USD is being dumped, but oil has always been the issue once unleashed it washes everything but Russia somehow survived, they moved fast without anyones help and played the world scene while moving at an extraordinary pace to shore up there economy, its not true they kicked out global oil companies and the Rothschild’s, they never controlled Russia. Russia’s Bank was nationalised in 1917. What Putin can be credited for was the installing of Elvira as head of Bank of Russia in the world of CB’s she is the top of the pile and has orchestrated a economic rebirth under extreme conditions.

When it comes to oil it always finds its own level if a supplier has ever gone down as witnessed numerous times in the Middle East supply re-routing takes shape and the flow continues, this is what has happened in the past year, but the preplanning wasn’t seen here, in fact planning is what the EU lacked more than anyone else they didnt stack energy in preparation. Russia completely circumvented the sanctions had already reached out for new markets so they wouldnt be crushed. The reality was that the wash would be felt by the EU/NATO and as prices went higher they would gain an added benefit which they have. But the biggest benefit is they have restored the entire export supply to non EU countries and this will never comeback to the EU unless Russia say so.

The US has been caught out only in policy here and not fully understanding the consequences but in defense of the geopolitical climate now no one player could have imagined the Middle East stepping in China taking the opportunity to rise up and create a superpower with Russia and peace in the Middle East. Why its all come together is that exporters of oil where given a pathway to control by Russia. The oil wash system of the last 50 yrs has been breached every player knows production has decreased and now is decentralised with ghost fleets, sea transfers off market deals except for US/EU.

The US playbook had a hedge as always they made the EU implement tougher sanctions on Russia, Iran they knew they would enter the supply market to the EU and bring in offset revenue from exports and continue importing the shortfall for themselves at a cheaper rate, they couldnt lose and the BRICS couldnt believe the luck, its bought time to bring in more countries at this point no one will be left behind essentially the two new superpowers now control the Middle East security. The US is needing capital again and they turned to the EU, the pressure from the east not buying the debt has worked. For the EU they have now fallen for the debt trap, they are using swaplines from the US, partly as there banks are being pressured but they are subsidising energy to contain inflation and here the US shines, they are now jambed in an oil wash, the protagnists are now controlling revenue,interest and part of the tax base.

The EU is important to the BRICS but appears powerless to unhinge but that may have been planned as well, something very interesting occurred in the Widowmaker market essentially it was collapsed this took massive revenues away from the US LNG going into EU and also Mother Nature stepped in and weather was better than expected

Natural Gas Weekly -MOEX Down 77%

This pullback is interesting once the EU filled up at high prices they fell back to 2021 levels with demand falling supply drops, their could be another reason for the fall and that could be oversupply to lessen US profits every avenue is under attack here and oil washes both ways, now its in control of the exporters decentralised. Anything is now possible and probable. The US has its own taps it can switch on at the stroke of a pen its protected, other mechanisms are being used against them, EU dont have that luxury but might have a white knight moment if they come to there senses. Something happened to Macron in China he still looks spooked lets hope for the European people that common sense prevails because they are in the way of the game progressing, if they are run over here it will take two decades to recover and generational wealth destroyed. The pressure here is enormous, everything is on the line, the elected leaders of Europe need to stand up here for the economies and the people or become in military terms “Collateral Damage”.