Debt Rattle September 29 2026
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September 29, 2026 at 9:00 am #250974
Raúl Ilargi Meijer
KeymasterJMW Turner Vignette Study of a Ship in a Storm c.1830 • Oil Tumbles on the Unexpected: Trump Signals Sanctions Relief (ZH) • Supreme Court Hands Trump
[See the full post at: Debt Rattle September 29 2026]September 29, 2026 at 9:30 am #250993Michael Reid
ParticipantAll hell set to break loose by the end of September
Contact us: info@strategic-culture.suThe sociopath President of the United States completely disregarded the Chinese solution to end the Iran drama, presented in person at the White House by President Xi Jinping this past Thursday.
Essentially, Xi told Trump that the off-ramp is right in front of him: go back to the serially killed dead cat, the memorandum of understanding (MoU), signed and then blown up by Trump. China, said Xi, is ready to fully support this return to diplomacy.
Predictably, the sociopath refuted not only Xi’s offering but also the Iranian 7-day, step-by-step proposal for a return to negotiations, presented by Foreign Minister Araghchi in New York.
The combo should actually be seen as the China-Iran proposal: a set of Final Terms, finely tuned up by Araghchi and Wang Yi in two subsequent meetings, at the BRICS in New Delhi and then in Beijing.
Trump not only rejected the peace offer but bragged – to roars of global laughter – that the United States has “total control” of the “Strait of Trump”.
Trump’s snub has seriously annoyed both Wang Yi and President Xi. In Asian culture, that translates as the worst form of losing face: the dismissal of a recommendation officially made by the highest level of government.
So expect the Chinese response to be as vicious as a batch of silk drenched in poison. Beijing will support Tehran even more fiercely now, in more ways than one.
The IRGC, for its part, responded by buttoning up the Strait of Hormuz even tighter. In a matter of 48 hours, Iran burned no less than 19 tankers attempting to cross without following the IRGC Navy/PGSA procedures, fees included.
That generated a viral joke all across West Asia: someone tell Trump who’s Daddy in the Strait.
Tehran played its diplomatic cards in New York with extreme finesse. Not only they forced neo-Crassus/neo-Caligula/Goldfinger to publicly reject an offer of peace, but coaxed him into telegraphing an Iran Bombing Remix after the mid-terms; it’s now imprinted to the whole planet that the sociopath does not give a damn about the superimposed avalanche of global economic/fuel/food crises. He’s actually their perpetrator.
Add to it a faultless performance by President Pezeshkian not only at the UN podium, but at the meeting with heads of U.S. Think Tankland and editors of top newspapers in a New York hotel. Pezeshkian won the media war right inside the enemy’s lair: that’s one for the ages.
Trump closes the door Tehran opened yet the clock keeps running
The blockade of Hormuz is leaking like there’s no tomorrow. A great deal goes via Saudi and Iraqi tankers – with tons of petro-yuan changing hands. Smuggling is rife even in the theoretically U.S.-controlled Omani corridor – with Iranian oil moving to petro-sheikh shadow and official tankers alike.
No one beats the Persians when it comes to smuggling/survival schemes after 47 years of sanctions. All that keeps energy clients China, Southeast Asia and even South Korea on board.
This Wednesday we reach the deadline of 45 days set by Tehran on August 16 for the end of the Trump naval blockade. Or else. September 30 also happens to be the deadline set by Iraqis for the U.S. to definitively leave Iraq.
And all that overlaps with the recent 4 to 5 days deadline set by Mohsen Rezaee, secretary of the Supreme National Security Council (SNSC) and the de facto number two in Iran, for the Americans to end the blockade. That falls on Monday, today.
In a nutshell: As Washington closed the door Tehran opened, Tehran’s clock kept running. Confirmed to our channel Transition Protocol that the senior political and IRGC leadership have already decided what comes next.
They will stay the course all the way to this Wednesday. And if there’s no path towards a resolution on the terms that President Xi exposed to Trump in the Oval Office, Tehran is ready to take 5 crucial steps:
1.Expand the battlefield beyond Hormuz to the Indian Ocean. 2. Reserve the right to strike any American naval vessel enforcing the blockade. 3. Work with Ansarallah to extend the blockade to the Bab al-Mandab. 4. Act preemptively against military build-ups it deems threatening. 5. Restrict the aviation of any nation that joins the aviation blockade.
No holds barred. Literally.
So for the moment we have an ominous Indian Ocean warning; a confirmed threat to all U.S. deployment centers if Washington attacks; and a declared preemption doctrine.
What we still don’t have is an order to directly strike U.S. ships.
On the aviation front, Iran will go for reciprocity; not missiles.
The Iranian leadership position on U.S. secondary sanctions on virtually any airport anywhere welcoming Iranian flights is quite clear:
“If our aircraft do not get into the air, then your aircraft will also not get in the air.”
That was voiced by Supreme Leader adviser Mohammad Mokhber. On Saturday, Mohsen Rezaee said Iran will not answer the ban militarily; is negotiating with the states concerned; and holds “multiple non-military options” for some airports.
Apart from big powers China and Russia, several states – including Turkey, Malaysia, Vietnam, Uzbekistan, Tajikistan and Kazakhstan – are completely ignoring the imperial aerial siege on Persia.
Then there’s the extraordinary case of Iraq.
The Iraqi Resistance first stepped up to declare they would target GCC airports. Then multiple high-ranking clerics in Najaf and Karbala protested in synch and pulled the legitimacy rug from under the puppet government in Baghdad.
Huge protests also engulfed Basra – the oil wealth capital of Iraq, featuring bedouin Shi’ite tribes weaponized to Kingdom Come (I remember them fondly, from the early 2000s). One of their sheikhs gave Baghdad 48 hours to reverse the complicity with the U.S. siege on Iran. So in the end there may be an exemption for flights between Iran and Najaf – basically transporting pilgrims.
Iran’s clock and the U.S. clock: the Window of Supreme Risk
Now for the Red Sea front.
That paltry “coalition of the willing” – Saudi, Turkish and Pakistani chiefs of staff, meeting in Riyadh last Friday as members of the Mecca Defense Alliance – moved from blah blah blah to perhaps an attempt at operational arrangments, even as they did not announce joint strikes against Yemen.
Ansarallah is not exactly quaking in their sandals. They launched drones toward Riyadh and missiles toward Khamis Mushait, calling their operations a “rehearsal” for full-scale escalation.
Just wait for the coming Yemeni Storm.
Yemen is boiling with rage after the Saudis bombed a crowded market in Taiz, killing and wounding at least 50 people, including women and children at a preliminary count. This had to have had direct intel input and ISR from CENTCOM and the death cult.
According to Yemeni sources in Sana’a, Ansarallah may be about to impose an air embargo of Saudi Arabia. Riyadh is already plunging into black hole status – complete with forcing Google and western satellites censor evidence of destroyed oil infrastructure and sites in Riyadh/Jizan/Abha/Najran.
So a serious probability of significant Iranian and/or Ansarallah action against U.S. naval assets, wider shipping lanes or the Saudi bypass towards Yanbu, all the way to the end of this week, remains high.
Yet the most likely outcome is still an ultra weaponized deadlock in which Tehran signals rather than strikes on September 30.
Certified fact: the window between Iran’s clock and Washington’s clock – September 30 to November 3 – is now the Window of Supreme Risk.
True Arab civilizational poles vs. dumb camel herders
And that brings us to a key revelation by a source inside the room of the top-level China-Pakistan-Iran alignment. The source confirmed that after the Xi visit to the U.S., Wang Yi and Pakistani Foreign Minister Ishaq Dar held a direct, top-secret conversation.
Beijing gave up on Washington and is now playing its hand again through Islamabad, openly tasking the highest levels of government to contain the crisis. The Pakistanis have been tasked with intervening on behalf of Beijing and Tehran with both Trump and MbS before the escalation ladder reaches a critical stage this week.
What’s implied is that certainly Pakistan – no one knows about Turkey – will not support Saudi Arabia in its allegedly massive planned offensive against Yemen.
This was confirmed by another top source in Islamabad; the Pakistani government has certainly done the math that helping to save the unsaveable House of Saud will bury Pakistan’s role as mediator between Iran and the U.S.: it will be as dead as the dead cat Islamabad MoU.
It’s never enough to remember that for centuries Baghdad, Damascus, Cairo and Sana’a formed the true civilizational poles of the cosmopolitan Sufi Arabs. Nothing to do with the dumb camel herders that compose the ghastly House of Saud.
And that connects with the top two categorical imperatives for the Epstein Syndicate.
They want the destruction of Persia – the nuclear genocide announced at the UN podium by the sociopath POTUS. That should be coupled with the destruction of the Arab Axis of Resistance – in Lebanon, Iraq and Yemen. And then the destruction of the dumb GCC petro-sheikhs as well, because they would remain too wealthy, influential and possibly unpredictable after the Axis of Resistance is no more.
Cue to the leader of the death cult in West Asia “secretly” flying on a private plane to Abu Dhabi on Sunday to meet MbZ. He spent the entire day in the Emirates. There was no leak whatsoever about the meeting. This happened right after the leader of the death cult once again demonized Iran at the UN.
It’s now clear that Yemen and Persia come as a package – the two privileged fronts of the West Asia theatre. Pay attention to the consequences of this “secret” meeting between the death cult and the Arab Zionists. West Asia is about to burn all the way into the heavens.
September 29, 2026 at 9:33 am #250994Dr. D
ParticipantFrom yesterday, what would happen if everyone in Nigeria swapped places with everyone in Denmark:

The only reason they’re poor is colonialism and white supremacy, I hear.
“Trump Denies He Offered Sanctions Relief, As Iran Insists No Change On Enrichment Stance — TACO Monday… or else as Trump calls it: “HOAX”.
I wasn’t going to bring it up as I made the point, but they keep posting it? So TACO, “Trump Always Chickens Out” is when Trump vows on the Bible to bomb them to rubble the day after the midterms. That’s what “Chickening Out” means now. …To everyone, I guess. Chickening = Nuking.
This is why I harp on how words have to have meanings. Not feelz. Again, if he DID have Peace, they would hate him too. …Just as my new Hobby Horse, that he is dismantling Empire and returning to voluntary exchange, and they Hate him/us daily for it.
What I see is just y’all live on Hate. That’s it. Any excuse will do. Up, down, center, any and every reason. If you get what you want, or it’s denied. If things go your way or against. All reasons to Hate. Why? Who is your sovereign? Who is the prince of lies and hate?
“Colombia Extradites Alleged Drug Lord ‘The Spider’ To California
Well if that isn’t another reason to hate Trump and the United States, I don’t know what is. …We could have done this all along. Under the last 3 Presidents.
“US Cattle Slaughter Plunges 16% In One Week As Immigration Crackdown Guts Kansas “Golden Triangle” Workforce
Fighting Oligarchs, enforcing the law, and Getting jobs for Americans: another reason to hate Trump.
“No, I don’t agree with many of [Trump’s] methods, like how they sometimes just deport people to countries where they have absolutely no connection – like Meghan and Harry,” Bill Maher said.
“Dutch Doctors Euthanize Two-Year-Old Toddler In First Case Of Its Kind
And murder. C’mon Canada, you’re not going to let Holland out-eugenics you are ya? Elbows up, man.
“Queens Red-Light District Booms As Prostitution Arrests Plunge 59% Under Mamdani
Wages for Prostitutes plummet, while business booms. This is predictable. This is the usual “Defending women”, for fair work with no stigma, gurl powers. In other news, Free Drugs reduce drug abuse and harm. (Eyeroll)
“Iran’s Parliament Mulls ‘Triple-Urgency’ Bill To Withdraw From Intl Nuke Treaty
Insiders say it is unlikely but the threatened action remains a key piece of leverage…They have no leverage. No one (important, or presently in the room) thinks they were following that treaty in the first place. So they tried sinking ships as leverage, midterms as leverage, Houthis as leverage, and this. Looks like they don’t have leverage: no one cares.
You know, they don’t have to care; they don’t have to surrender. But neither do we.
The larger nation usually wins.
“accusing the US of raising the nuclear issue to “deflect attention” from being “stuck” in Hormuz, is worth noting as a mirror-image face-saving move — Iran doing the same thing Trump is doing.”
In similar fashion, Claude cannot understand reality, only feelz and words. This is all how we emotionally react to things – that is, what is discussed online – and not, say REAL things. Does Iran have a nuclear program that can erase Panama and Diego Garcia on behalf of London?
If the war weren’t “Real” then yes, we could settle it with mere face saving. But if it IS real, then REAL things have to be conceded. Usually with real bullets. Because no one is living in the Real World, this is super-mysterious to everyone. And super-annoying to those of us who live in “Reality”. We’re not “Signaling” and winning the “Media War” online.
DialogueWorks: All Hell is Set to Break Loose by October”
You mean MORE than how we nuked Tehran last month when our million man amphibious landing didn’t work? Wow. That IS news!
…When will anyone be discredited? A: When I stop having exciting FEELZ about being wrong every week.
“Iran has named conditions for reopening the Strait of Hormuz.”
Yes, but we don’t WANT it open. We want it closed. IRAN wants it open. What part of this don’t you understand? We get Rich AF every minute it’s closed and London, our rival at a minimum, the locus of the Russiagate hoax, gets weaker. I hope to God it never opens as long as I live. Europe will have to sue peace with Russia at a minimum then, and millions will live.
So I agree, the world IS being rewired. TO the United States. All oil, gas, money flows are coming here.
They are now discussing it, us, “the collapse” not as Thucydides’ Trap, but back to The Fall of the Roman Empire. With a twist. You see, we, America, are the EASTERN Empire, that just cut off Rome and the WESTERN Empire, then never fell but lasted another 1,000 years.
So the U.S. is just going to take the mantle and not collapse. Why should we? We can just be rational. Think. “Rome” that fell are the same people: Violent Retards in Western Europe.
“A letter from a Cuban woman Ismaele 6 hours ago
Sorry I have to be suspicious, but wasn’t like EVERY. ONE. of these proven to be false? Always? There were 20, like “Syrian Girl”, Greta, and back to that girl with “Incubator Babies” in Iraq I that turned out to be not NICU, but the ambassador’s daughter? …When will anyone be discredited? A: When I stop having exciting FEELZ about being wrong every week. CNN did green screen bombings from the roof of their Atlanta Office, 20 years ago and everyone still believes them. ‘Cause it’s not Newz, it’s Feelz.
Is Cuba a problem? Yes. Should we be doing this? I don’t know, but Trump hasn’t bothered to make any sort of legitimate case for it, so no. And? And notice like Iran – again we are the only nation on the earth. No one comes to support Cuba. Okay, if we’re in the wrong, why does Indonesia just let it? Why don’t they combine and do something? A: No one has any action or responsibility except us. We are the only actors in the universe. Therefore, everything is our fault, and no one else has to do any work, take any action. Okay then. You’ve chosen your masters I guess, but I’m still fighting it.
“At the UN General Assembly, Washington called Mexico the “epicenter” of cartel violence. Mexico’s military has its own number: 80% of the weapons seized from cartels came from the United States. Who is really arming the cartels?”
The CIA and the Obama Administration, duh. It’s Fast. It’s Furious. The border is closed now, 1, and Trump is the CIA’s arch-enemy, bringing them to heel, 2. Anyway, what that mostly means is that the U.S. has gun factories and Mexico doesn’t. Surprise! Who knew? Why aren’t they Mexican guns, when Mexico has no factories? Derrrrrrrrr Derp!
Speaking of, listening to the Pepe interview, which is dum AF. “Send Pakistan to that idiot Trump and make him stop” Uhhh…HOW? “Everything is an escalation ladder” although we’ve been “Escalation laddering” for 210 days and the war is DECREASING. Iran won the Media war in NYC. No s–t!!! Everyone in the media is a CIA mole! How about the “Real” war? Saudi Arabia is sooper sad, powerless, and is going to collapse and give Mecca to the Shiites tomorrow. Every Arab is a gay, illiterate camel-herder. Wow! Amazing language, Pepe. Iran is going on the offensive; you see, they haven’t actually been shooting before now. Ohhhhh! I seeeee!!! Those 400 missiles a day were NOT the offensive! But they’re going to start the vast Indian Ocean. Tomorrow. Next week. Someday. An hour of these things, one after another, on and on and on. I especially liked how all Muslims except the Iranians are retarded yokels. I want to put that on loop and play it worldwide on Pepe’s behalf.
I don’t know whether to say waste your time or not. When you hear so many retarded things at once, it starts to inoculate you against being accidentally infected by one that sounds plausible when spoken in isolation.
September 29, 2026 at 9:59 am #250995tboc
Participantjust ain’t nothin like bein inlightend
September 29, 2026 at 11:14 am #250996Dr. D
Participant“both [billionaires] are admitting to conducting criminal cyber attacks. Even bragging about it. Why are they walking around?
Perhaps you’re unfamiliar with our criminal justice system over the last 30 years. They did find one guy though: McAfee, who had the files on them. And kiddies I guess. He went to jail.
“Tehran has throughout the war insisted that a ceasefire deal must be achieved first, before the nuclear file is dealt with.
And for 47 years, they re-fill the coffers, then stall and have no agreement. I mean, duh. If my opponent were a retard and let me, I’d do this too!
““Whenever they have risked doing so they have only inflicted harm upon themselves,”
Yes, the harm of getting rich AF.
“ the time is fast approaching when the Arabian Sea, too, will be cleared of their presence,” Khamenei’s message added.”
What is this s—t? There is no Khamenei. Wasn’t that settled last week? He’s Schrodinger’s Khamenei. Both a valiant martyr to U.S. aggression, BUT ALSO alive and well, unharmed. That’s how it’s done now: not reality-optional, but Reality Free.
Meanwhile, back in “Reality”: the reality also is that oil exports from the Persian Gulf and Gulf of Oman have been climbing over the past week.”
Yes. As Iran – who’s been doing great, well as could be expected – runs out of ammo. Remember, we can still fly planes from 1959 all over the nation, and slow AF helicopters n’ stuff. That’s not Winning Dominance. They have a lot of WORDS left as Ammo though. Words are as easy as breathing. They SAID they mined Oman. Did they? Doesn’t look like. But the Media repeats anything Iran invents as truth, and later confirmed reports (the official register of ships transiting) as false. For 200 days.
We are also leaving. Iraq-US deals set years ago are being withdrawn, and we are leaving ME bases for hotels, and happy to let Iran bomb the empty sand. Pepe creams himself over this although its official policy. Really Dum.
“• Supreme Court Hands Trump Major Victory in Fight vs Noncitizen Voting (Lucas)It’s not victory. They basically denied everything, and denied the rest as being too late. This is eyewash, and I wonder why bother when you’re clearly all sold to the Left. Also when Trump wins, they call it a loss, but when he almost loses, like this, they suddenly report it as a win. Why? A: Keeps the narrative alive there’s a Right-Wing court they have to pack, when the court is issuing [all] mostly Left-Wing rulings.
Tesla/Starship:
Awesome. Love it. Except for that one little thing where they’re creating a robotic technogrid of the Technocrats to erase all life on earth for the Technosphere? (Orlov) Now we can HOPE they only mean to murder all HUMAN life on earth, but that won’t matter to me: I’ll still be first rounded up by the T600 Optimus drones and my skull smashed on the ground like the K2SO https://www.youtube.com/watch?v=II1x9ptMZag
So: Mixed feelings. Yay space. Somebody is competent at something. …That will kill us all, when planting trees is cheaper and better. Oh well. It’s been fun. I guess I’ll be tossed in the wet concrete of the data center now.
“Disney Legal Chief Warns Of “Much Smaller Organization” As AI Layoffs Loom (ZH)
If Disney didn’t suck and every movie they made was hot garbage that lost $1B a piece, they wouldn’t be in this problem.
But they had to go Woke. Be racist AF, and anti-human to the Nth degree, as Socialism is. Okay man. Now they can hurt MORE (blue haired) people by firing them all and showing “Caring” and “Humanitarian Values” by replacing them with robots.
HOW EVEN do you destroy Star Wars AND Marvel? How is that even possible? AND no longer be considered safe for children as a brand?
Bungie just did the same thing, as their game company was about to cease to exist. They apologized, “Mistakes were made” then blamed the fans and did nothing. Of course. To do otherwise is EGO and to admit you’re wrong. All humans would rather die than be born again.
“When leftist social goals were rapidly unlocked, the immediate consequences ignited an immediate backlash. He’s clearly trying to avoid that. Methodically stripping away the enforcement of public order, eroding trust in the police, and making authorities unresponsive to those who want the situation fixed is a cynical but effective way to hide a malignant social revolution.
In that sense, Mamdani is succeeding where other leftist regimes failed, even if the eventual result will be the same miserable failure.Yes, because misery and collapse IS the goal. If it weren’t, they would do something different. After 160 years. We saw this, same thing with Robespierre, almost BEFORE the U.S. was Constituted. (Articles of Confederation 1781-1789, Revolution 1789-1799) That’s how long ago this behavior was debunked as “A’Going-to-kill-everyone”.
“• A Preview of the Coming Cases for Another “Big Year” on the Court (Turley)
Supreme Court is going to pitch in and help Robespierre and the violent revolution on again.
““The Republican party has plenty of things wrong with it, but the other side is so crazy they’re celebrating our assassinations and sharia law.” —DC_Draino on X
This is what Cult members say, of course, That our side has a lot of problems or even sucks. Harangues leaders at length, makes reforms, withdraws consent. Yup! Definition of a Cult!
Strange article, but Howard’s right about one thing: All these things are easily fixed. In a few hours by reinstating very obvious, rational things we all agree on and all used to do. They’re all voluntary, and not even popular. If you followed the popular will — that is, “Democracy” they’d be reversed in an afternoon. It’s all done TO us. BY the government. With ruthless violence and guns.
“• The Next War Will Be Fought Here. America And Europe Will Be Enemies (Smertina)
There was a low-level prophesy of this, but it was hard to understand at the time. Said at/end of the Cold War when the enemy should be Russia, but Fatima said the Russia would actually save everyone by begin Christian again. …Which was even harder to understand from 1930-2000.
Anyway, in that future, the Europowers collude to nuke us. It was not said why they were mad at us at all, but was essentially a surprise attack. As you can see, this is now likely, 10-ish years out. And Russia has indeed saved the world.
“• The New York Times Is Very Distressed” …That the law is being enfored. (Paul Craig Roberts)
As well they should be, considering the crimes they commit, and the crimes of their friends and owners.
“the NY Times does not differentiate between a citizens and an illegal. If there are no borders why spend $1.5 trillion annually on national defense? There is no nation to defend.”
This is much discussed this week with Rees-Moog. He says England has to die to preserve Ukraine’s borders and ethnic integrity. …But not England’s? Which is already a conquered, occupied nation? Rees-Moog and all Parlaiment say “Everyone on the planet is English, ackshully, as English as Shakespeare” …if only they can set foot on the Magic Soil of Dover. One grain of sand, and they become as fully English as anyone, right? That’s why all Mayors and PMs are Pakistani, Nigerian, Somali, and run for office on the basis of building Islamabad a new airport, remitting billions to Africa, or, taking sides and defeating those dirty other tribes in my homeland of Nigeria. (I am not kidding. She said this was her goal for being in UK, to wipe out her opposing home tribe.)
So tell me, Sir Rees: WHY would we fight Russia? For Lo! The moment the Russian troops make amphibolous landing in Kent and Plymouth, they shall instantly and magically become English! One is good as another, be he Pakistani or Crimean. Lo! But He be English.
And that is the same here. This is why I harp on WORDS. That “Legal and “Illegal” are #Opposites. “American Citizen” and “Citizen of somewhere else” are different. “Tourists” already get every advantage of law: if you rob one in Times Square, you don’t have immunity. So we’re already incredibly tolerant, so progressive as to reach its natural end. However, they want and are enforcing as if THEY have immunity. If I rob a tourist in Times Square, I get the normal penalty. If they rob ME, they get immunity.
That’s an invasion.
“we created this vast 3 million-member federal workforce, and probably 10 to 20 million state and local workers.”
This is better seen in England as Blairism. The run of the techocratic state FOR the technocratic elite. There is nothing but bureaucracy, and so we see, as they catastrophically fail the people and control, their only answer is ANOTHER Ministry of Bureaucracy and Control. A Department of Redundancy Departments, With more money and more employees, failing the 7th time. It’s important to understand what it is and its life cycle, even if it exists and was created/defended by a murderous elite from above.
“That liberal takeover, Hanson said, created a society that has embraced multiple genders, …is what led people like Trump to feel like they had to tackle the issues created by this liberal takeover.
That’s why their (only possible) response is to fire them all. This reduces the power of the capricious lawless oligarchs directing them from above. And not being arrested when they hack whoever they like? Above? For that Bureaucracy is a “Club” that hires only club members. Purges all others more ruthlessly than 8th grade girls. Which is why anything “Male” is their sworn enemy.
““Flores, like many contemporary leftist activists, hates Jews, and thinks they’re behind everything”
They’re out-Nazi’ing, out-Righting the Right again. Yeah, this was dumb stuff we fought for decades in the Right. Glad the Left has it! It’ll make them weaker! They are now the top conspiracy theorists! Happy to hand them the mantle.
““..If the European automakers cannot purchase Chinese EV carbon credit certificates, the fines levied by Brussels against gasoline powered autos will destroy the EU auto business. “
Since China lies about everything, this is just a direct transfer and subsidy to China. They thought they would be BANKING that Carbon credit, Hypothecated 1000:1 with Sachs and Barclays.
“• Ted Cruz and the Subservience of the US Senate to Israel (Paul Craig Roberts)
Yes, and we’ve been dealing with it for years, but now it’s finally diminishing. You’re welcome.
“Tesla Safe Driving” Except it’s all a well-known scam. Tesla doesn’t ALLOW self-driving. At all. People did, then tried to spoof it with sunglasses n stuff: no. So what you have is TWO drivers. Tesla could be failing twice as often, but the human is in the seat paying attention or Tesla shuts off. The Human isn’t going to crash his Tesla into cones to make a point. Show me. But stop lying about it.
“fined 100 Swiss francs for wearing a burqa”
Disagree. You’re allowed to wear a hat. But it’s your country, that’s fine. This is after that one man was arrested for wearing one in England not to be photographed at a (right) protest. He said he identifies as a Muslim Woman. And Okeffe wore one to vote in Michigan elections, and the guides were happy to see him vote by proxy in a disguise.
So as per “Bureaucracy Club” above, they only enforce who and whatever they happen to feel like, so there is no law at all for anyone.
September 29, 2026 at 11:52 am #250997Dr. D
Participant“West Asia is about to burn all the way into the heavens.”
Iran is saying they are attacking all their neighbors again. Attacking and conquering, regime-changing them all. Which Pepe was elated about, all the death and murder of those sheep f—king camel-herding Arabs. Okay man. Well, I guess we know what will happen if we surrender to Iran then!
And go ahead and burn TF out of all “West Asia”! I don’t live there! Burn all your own houses, kill all your own people: I find it funny. …Of course you could NOT do that too. You don’t have to obey European white people like Pepe who are advising you into endless wars for his personal joy and emotional exaultation.
And they dare start the article with “The sociopath President of the United States completely disregarded [peace]”
Trump saying No to peace is a “Sociopath” while Iran saying no to peace is “Peaceful and normal” Ah. Good to learn things. How some people are better than others, and words mean opposite things depending on who’s talking.
“Tehran is ready to take 5 crucial steps:
1.Expand the battlefield beyond Hormuz to the Indian Ocean. 2. Reserve the right to strike any American naval vessel enforcing the blockade. 3. Work with Ansarallah to extend the blockade to the Bab al-Mandab. 4. Act preemptively against military build-ups it deems threatening. 5. Restrict the aviation of any nation that joins the aviation blockade.Again, Iran Plans things. It intends things. It says things. Because it’s not in the war, and the war hasn’t started yet. Uh-huh. Okay. Show me. That’s all. We’re playing — so show me! Just stop talking.
It demonstrates The TALK IS THE WAR. Iran is on the side of London, the Globalists, and the Media. Talking is the only front they have and can win on, or they would use their missiles instead.
““If our aircraft do not get into the air, then your aircraft will also not get in the air.”
Then they did: Exactly nothing. Nothing happened. They INTENDED to take down a Saudi airliner. And maybe they will someday. But they hit one and we ‘hit’ them all. Every one.
“ President Xi. In Asian culture, that translates as the worst form of losing face: the dismissal of a recommendation officially made by the highest level of government.
So expect the Chinese response to be as vicious as a batch of silk drenched in poison. Beijing will support Tehran even more fiercely now, in more ways than one.Then China did: Exactly nothing. No ships, Iran is not resupplied. Back in reality outside of partisan “Words” you’re winning the f—k out of the “Signaling” war, Pepe.
“Certified fact: the window between Iran’s clock and Washington’s clock – September 30 to November 3 – is now the Window of Supreme Risk.
True Arab civilizational poles vs. dumb camel herders
Show me. And sheep f—king camel herders. The Palestinians are in that group. Stay Classy! I’m sure the whole Arab world has a great sense of humor like that.
“It’s never enough to remember that for centuries Baghdad, Damascus, Cairo and Sana’a formed the true civilizational poles of the cosmopolitan Sufi Arabs. Nothing to do with the dumb camel herders that compose the ghastly House of Saud.”
Sana’a??? Da fuq? No one’s ever even heard of them before, and have to look the word up! Oh it’s a CITY? Where? Oh in Yeman? Where’s Yeman? If you’re so awesome, why are you all conquered and crippled for 100-1,000 years? According to European White Guy Pepe, you’re the master race and master Civilization, which he, Chile, is happy to be subservient to! Yet for mysterious reasons the #OPPOSITE has been happening every day since Poitiers, 732AD. Hmmm.
Well, Pepe may notice this thing called “History” if it keeps going on long enough.
Again, there’s no such thing as a “Civilizational People”. It’s just straight-cut 100 proof racism. All peoples are civilizational, and almost all of the “Civilizational” peoples they point at are the losers. They never say “Japan is a civilization People” although they are. Why? Because that wouldn’t be lying! So why open your mouth unless you can get at least one lie in.
America is NOT a civilizational people, although we seem to have invested everything, and according to them and Pepe, also conquered and are controlling everything. What gives? Idiot mongrels like us can’t do that unlike these purebred “Civilizationals”.
Racism
Racism
Racism
Racism.
Dripping with it.September 29, 2026 at 12:01 pm #250998Dr. D
ParticipantSo Pepe is top running for the most racist person online, leaving Israel in the dust.
What do you think?
September 29, 2026 at 1:34 pm #250999Germ
ParticipantWhoop! … Whoop! …
You may think that stories of those super-fit and healthy football players that were all “died suddenly” had ceased.
NOT!Former Manchester City player Courtney Meppen-Walter dies suddenly aged 32
https://www.msn.com/en-gb/news/other/former-manchester-city-player-courtney-meppen-walter-dies-suddenly-aged-32/ar-AA2dbEQXTVASSF – Another Own Goal !
September 29, 2026 at 3:28 pm #251000Michael Reid
ParticipantWES:
I got my moose this morning
September 29, 2026 at 4:20 pm #251001Michael Reid
ParticipantNearly $1.5 MILLION in taxpayer money for Trump TV ads, including a “final battle” ad aired during NFL games, while gas sits at $4.47 a gallon. Now even Republicans are speaking out. Here’s the full story in one satirical news song. 🎵🇺🇸
WHAT HAPPENED
The White House has been running government-funded TV ads featuring President Trump, including one warning of a “final battle.” They aired during NFL games, on cable news and online. Each one ends with the same fine print: “Paid for by the U.S. Government.” In other words, you paid for it. Reporters also found that the “final battle” ad closely matches a Trump campaign ad from 2024.HOW MUCH?
According to reporting this week, taxpayers have now funded nearly $1.5 million in these pro-Trump ads.THE BACKLASH
The White House says the ads are patriotic public service announcements. But criticism is growing from both parties, including Republican senators who say public money shouldn’t pay for ads promoting a politician.IS IT LEGAL?
Federal rules have long banned taxpayer money for “publicity or propaganda,” and critics have raised Hatch Act concerns. Right now it’s a legal fight, not a verdict. No court has ruled.THE PUMP DOESN’T LIE
The national average for regular gas hit $4.47 on September 22, up from $3.18 a year ago. That’s roughly 40% higher, and diesel jumped about 14% in one month. The war with Iran keeps pushing crude oil prices up, and American drivers are feeling it every time they fill up.WHY IT MATTERS
The November midterms are only weeks away. A former GOP strategist says this could turn into one of the biggest issues of the election.This video is political satire and parody set to music. It’s based on reporting from major U.S. news outlets, and every number comes from a published source. Both sides are presented so you can make up your own mind.
💬 YOUR TURN: What’s gas costing you right now, and where do you live? Should taxpayer money ever pay for ads like these?
🔔 Subscribe and hit the bell for more of the news explained in song.
👍 Like and share so more Americans know where their tax dollars are going.📰 SOURCES: AP, CNN, TIME, Newsweek, NBC News, Forbes, ABC News, U.S. News & World Report, Yahoo Finance (gas prices, Sept. 22, 2026)
#GasPrices #TaxpayerFunded #Trump #MAGABacklash #FinalBattleAd #NFL #Midterms2026 #IranWar #GOP #PoliticalSatire
September 29, 2026 at 4:28 pm #251002zerosum
ParticipantThanks RIM for opening the window for we to be able to make comments.
What caught my attention…
———–
Is the door opening for the OFF RAM?US official says US President Trump is prepared to ease sanctions on Iran and release its frozen assets in exchange for progress on the nuclear issue, reports Al Jazeera And… CNN and Axios also run US offiicial comments (echoing Al Jazeera) that US President Trump is willing to grant Iran sanctions relief and release frozen funds in exchange for real progress on the nuclear issue. As stocks jump, crude big plummet…
OR MAYBE
… this another ploy to merely talk down oil prices, and have already repeatedly said they ‘don’t trust’ Trump.
It was only on Friday night into Saturday that Trump outright rejected Iran’s 7-day ceasefire pitch – with not even so much as an effort to sit down and talk details.
But apparently that could happen this week on an indirect basis, via the typical Gulf mediators.————
HUMMM… a repetitive echo chamber… garbage in and out…HUMMMM
rely on scraping
data collected from genuine human interactions is going to become increasingly valuable in a web filled with AI content.”
———–“The vagrants who erect and inhabit these camps are hard-core homeless who’ve already rejected the option of living in a shelter,” the Post editorial noted.
“ … Compassionate encouragement won’t dislodge people sleeping on cardboard sidewalk pallets. That’s why the city has always tasked police with handling encampments.”Unfortunately, these sorts of anti-policing tactics by the Mamdani administration may “work” in a certain sense.
The encampment problem will surely grow.
But as the situation slowly gets out of hand, the administration can better defuse the blame without immediately infuriating the public.
They’ll say that the problem is “affordability,” that the budget is too small, and that systemic racism is causing an epidemic of homelessness.———-
Our national problems are not that difficult to understand and correct.
1. Making a living.
2. Education – Young people need to learn real skills.
3. Rewrite the immigration law.
4. Too many “help desks” located in foreign lands that employ people who barely speak English.
Quit pretending that’s okay.
Start by requiring doctors’ offices and hospitals to provide humans to the answer their phones.
5. Stop financing Fraud and Grift.
6, Free and Fair Elections.
———–
Netanyahu has stolen America’s sovereignty and self-government and turned the “superpower” into a Puppet State. – Paul Craig Roberts
———-September 29, 2026 at 4:31 pm #251003zerosum
ParticipantI’ve got a “young hunter” who got a two pointer.
September 29, 2026 at 4:37 pm #251004Michael Reid
ParticipantCol. Lawrence Wilkerson: Iran War Spreads – Could Israel Fall?
September 29, 2026 at 4:37 pm #251005zerosum
ParticipantRussian Strike Campaign Again Shifts to Target Ukrainian Telecoms and Data Centers in Latest Barrage
Simplicius
18 hours agoThe Russian general staff has again interestingly evolved its tactics this past week. It seems in recent months, Russia has cycled through a gamut of different target types as a kind of ‘monthly theme’. First it was Ukrainian energy infrastructure, then recently it turned to bridges and warehouses, including the Nova Poshta postal service, and lately locomotives. But now the objective du jour has become Ukrainian telecoms, data centers, and internet infrastructure.
————–
THE RUSSIAN ARMY GROWS🪖 ORESHNIK READY⚡ Russia Answers “Vivaldi” With Its Own Footage📹 MS 2026.09.29
————September 29, 2026 at 4:55 pm #251006Michael Reid
ParticipantThe guilty party in the world is the United States
September 29, 2026 at 5:33 pm #251007Michael Reid
ParticipantCol. Larry Wilkerson: Middle East Shaken to the Core
September 29, 2026 at 5:51 pm #251008Michael Reid
ParticipantI can’t imagine we have had a worse president than this one
September 29, 2026 at 6:04 pm #251009zerosum
ParticipantAvoiding AUSTERITY OF OIL
https://www.zerohedge.com/energy/eu-eyes-methane-rule-retreat-energy-crisis-deepens-iea-floats-another-emergency-oil-dumpSummary:
US DoE Offers 40 Million Barrels From SPR
IEA Head Says SPR On Standby If Energy Crisis Deepens
EU Eyes Methane Rule Retreat As Energy Crisis Deepens; IEA Floats Another Emergency Oil Dump
IEA Head “Ready To Act”; US DoE Offers 40 Million Barrels From SPR
Brent crude futures moved lower to $103.90 a barrel, supported by continued diplomatic efforts and the resumption of flows through Saudi Arabia’s East-West pipeline. Kpler data from the weekend showed that oil flows through the Strait of Hormuz reached 13 million barrels a day, about two-thirds of the prewar level.September 29, 2026 at 6:31 pm #251010WES
ParticipantMAID’ing Canada’s Auto Industry:
Don’t forget that the EU’s stradgie for it’s auto industry has been duplicated here in Canada by Carney’s recent visit to China.
Carney is allowing China to ship tens of thousand EV cars to Canada so China can sell carbon offset credits to the Canada’s fake Montreal carbon exchange “grifting” laundrymat, set up by the liberal party in previous years.
Now you know how this grifting o9eration works.
As long as they are well grifted, they don’t care what happens to Canada’s domestic auto industry, just like in the EU, now.
As Canada’s auto industry goes to zero, the imported Chin̈ese car imports keep going up, and thus their grift payments too.
It is self reinforcement
Don’t care. Get more money!
September 29, 2026 at 6:48 pm #251011Michael Reid
ParticipantJohn Helmer: RAF Fairford Incident: the UK Being Dragged Into War With Iran and Russia
September 29, 2026 at 7:23 pm #251020Michael Reid
ParticipantSeptember 29, 2026 at 7:25 pm #251021Michael Reid
ParticipantSeptember 29, 2026 at 7:26 pm #251022Michael Reid
ParticipantSeptember 29, 2026 at 7:28 pm #251023Michael Reid
ParticipantSeptember 29, 2026 at 7:31 pm #251024Michael Reid
ParticipantSeptember 29, 2026 at 7:34 pm #251025Michael Reid
ParticipantTrump rejected Iran’s seven-day plan on Saturday. Transition Protocol’s sources say Tehran is now ready to move to break the U.S. blockade after September 30 — and former CIA analyst Larry Johnson explains why Washington hasn’t fired back.
Host Zulfiqar Ali and Larry Johnson on: Iran’s strikes in the Strait of Hormuz and the missing U.S. response · why Johnson calls the administration’s oil-flow claims “an absolute total lie” · what a Pentagon casualty acknowledgement suggests about which ship was hit · the reported tanker and transport build-up at Al Udeid · China’s mixed signals · why Pakistan won’t fight the Houthis (per our Islamabad sources) · a rift at the top of the Saudi royal family (per our sources) · Netanyahu’s trip to Abu Dhabi · the Fairford arrests · the midterm clock · and why Johnson expects no recovery in Gulf oil flows for at least a year.
SOURCING: Claims attributed to “our sources” come from the host’s contacts and have not been independently verified. Larry Johnson’s views are his own analysis. Trump’s rejection of Iran’s proposal was reported on 26 September. The five men arrested near RAF Fairford were released on bail on 28 September; UK police say inquiries continue, and Iran’s embassy has denied any link.
#Iran #StraitOfHormuz #LarryJohnson
September 29, 2026 at 7:47 pm #251027Michael Reid
ParticipantThe faulty premises underlying Europeans’ ‘war on Russia’ hyper-ventilation
It was the West’s mistaken analysis that has trapped the West into an escalatory staircase of actions that risk taking Europe to a war with Russia.Contact us: info@strategic-culture.su
Past days have seen the European political classes turning up the volume to maximum on clearly concerted – and shared – speaking-notes: ‘War with Russia is coming; Russia intends to strike NATO; we must prepare; stock up on bottled water, tinned food, and be ready to offer your children to military conscription’ – ‘Many will die; but it is their duty to defend their country’.
What nonsense! To make the point, European leaders, including EU High Representative Kallas and German Chancellor Merz, recently deliberately dressed in field camouflage to signal “defence readiness” during the European Arctic Summit on 14 September. (These European politicians can be viewed in military fatigues here).
They look absurd. Yet that cannot detract from the question – What exactly is this hysteria gripping European technocrats?
On the face of it, the unified messaging that Russia is about to attack Europe and that war is coming makes no sense at all. Europe has neither the men, munitions, the finance, nor the industrial capacity to wage war on what today can be considered a leading military ‘great power’, as well as the state possessing the highest nuclear weapons inventory.
ZeroHedge observes that,
“Among the loudest purveyors of this unsubstantiated narrative [of threatened Russian attack] include leaders of the Baltic states. For example this week Latvian President Edgars Rinkevics has gone so far as to say Russian ‘attacks’ on the EU and NATO have already started. Baltic nations are even issuing emergency preparedness plans for their populations, alleging a Red Dawn style scenario”.
“We are not talking about a conventional war. We are talking about all kinds of provocations, all kinds of acts of sabotage, all kinds of tests, and definitely this is something that is already happening as we speak”, the Latvian leader said.
“Polish Prime Minister Donald Tusk has claimed this week that Russia could launch sporadic attacks which it pretends are “accidental” in order to “paralyze or at least weaken the motivation of NATO countries”, as cited in The Associated Press. “There is a real risk that drones or other types of projectiles will enter the territory of one or several countries on the eastern flank and even cause destruction”, Tusk added, warning: “Moscow may go as far as to launch an air attack in some form on NATO territory in the coming months to show the military alliance’s Article 5 common defence pledge is little more than a few words on a piece of paper.”
Yet against all accumulated evidence, European leaders nonetheless are hyping themselves up to be psychologically prepared to pull that Article 5 trigger against a major nuclear-armed power.
In wake of this hype, FM Sergey Lavrov explicitly warned:
“I would like to emphasise that we have no interest in engaging in this [attacking Europe], but if Europe, which is talking about preparing for war against Russia on a daily basis, attacks Russia, it will be a completely different war – and it will be very short”.
What lies behind this apparent absurdity? On the one hand, it is clear that the Brussels ruling strata see their strategic errors (unconstrained support for Ukraine, the sacrifice of the European business model on the altar of pressuring Russia, their support for the Iran war, and their indifference to suffering in the Middle East) coming home to roost.
Their fear-mongering towards Russia smacks of desperation, rather than careful thought and due diligence about the very real risks of hyping war in this way. The Establishment no doubt sees the energy crisis arising from the U.S.-Israeli war on Iran is no longer ‘coming’, but has come.
They can see living-costs escalating, jobs evaporating and the coming collapse in markets – principally in the bond market (whose interest-rate level defines the value of all other risk assets). Seeing this, these imperilled politicians may have concluded that triggering fear is the only way to divert from their own failures, and perhaps allow them the hope that they can survive the election cycle.
Survival is a key motivation, but likely too, the Elites’ psyches are sustained by two propositions that are false, yet seemingly ring plausible to the political class.
The first fallacy is that Russia launched a preventive war in February 2022 to seize Kiev and roughly 60 percent of Ukraine.
Earlier events in Syria explain the reality: Russia officially entered the Syrian civil conflict in September 2015, following a request from President Assad. The Russian intervention proved to be of limited scope – a very limited air deployment (28 to 34 aircraft) and the minimum of combat special forces (Russia’s contribution comprised mainly military advisers, forward air controllers and military police).
Russia’s presence in Syria was intentionally symbolic – a statement of serious intent, rather than a desire to engage in ground war. In fact, Moscow’s aim was the avoidance of direct ground combat. Nonetheless, Russian airstrikes – with the backing of Iranian ground troops – helped the Syrian Army push the jihadist forces out from Aleppo. This led to a Russia-Turkey brokered truce at the end of 2016, and to the Astana peace process starting shortly thereafter.
Putin’s approach to Aleppo clearly defined the model for his initial tactics in respect to Ukraine. Russia deployed an estimated 15,000 to 30,000 men outside and around Kiev, during the initial assault in early 2022. The European narrative that this force was intended to seize Kiev in early 2022 is laughable – 40,000 troops might fill a city piazza, but can they take a city of more than three million inhabitants? Ridiculous.
Nevertheless, European and American commentators – including U.S. commentator Robert Pape – claim that since the attempt to seize Kiev collapsed, combined with the imputed corollary that Putin had expected that his symbolic show of ‘serious intent’ to cause NATO to back off, suggests – Pape claims – that Putin is caught in an escalation trap. Pape argues that Putin sought a quick victory in 2022, but having failed, is ‘trapped’ by now having to climb an escalatory ladder with ever worsening prospects of success – hence Putin fails. ‘It is a matter of time only’.
Far from being a failure, Moscow’s show of force in Syria, small as it was, worked – Astana was the model drawn from Syria. By the end of March 2022, the Istanbul Process had produced the Istanbul Communiqué, a framework for a settlement with Ukraine. This latter initiative failed for one reason only – Boris Johnson torpedoed it – and Russia was forced to re-group, which it successfully did, albeit at the price of a long war of attrition and the needless loss of hundreds of thousands of Ukrainian lives.
No, it was Boris Johnson who took Europe into an escalatory trap.
Europeans, it seems, have underpinned their ‘success story’ for war on Russia firstly on the notion of the imputed Kiev failure, and secondly, on the exaggerated reliance on financial sanctions. The former French Finance Minister Le Maire, in a moment of elation, declared “all-out economic and financial war against Russia”. He insisted that sanctions would suffocate and collapse the Russian economy – in practice Russia after 2007 switched to a national (self-sufficient) economic model and still prospers.
So who has trapped whom? The West’s imagined core premise that Russia was trapped into escalation from the moment the non-existent plan to seize Kiev failed has turned the situation back-to-front.
It was the West’s mistaken analysis that has trapped the West into an escalatory staircase of actions that risk inadvertently taking Europe to a war with Russia – a war that no European wants.
The faulty premises underlying Europeans’ ‘war on Russia’ hyper-ventilation
September 29, 2026 at 8:19 pm #251042Michael Reid
ParticipantIran has escalation dominance
September 29, 2026 at 8:37 pm #251043Michael Reid
ParticipantSeptember 29, 2026 at 8:41 pm #251044Michael Reid
ParticipantPakistan will not fight Saudi Arabia’s war against Ansarallah (the Houthis) in Yemen — that is the answer Transition Protocol received from sources at the highest levels in Islamabad. And, per the host’s sources, Pakistan’s army chief Asim Munir told MBS that Saudi Arabia would be spared Iranian strikes only if it kept its territory out of any US attack on Iran.
Pepe Escobar and Zulfiqar Ali on the deadline week: Iran’s 30 September marker, Netanyahu’s unannounced flight to Abu Dhabi to meet MBZ, the off-ramp Escobar says Xi Jinping offered Trump in the Oval Office, and the “November non-surprise” — the war Escobar expects after the US midterms if Washington says no again.
Sourcing note: Pakistan’s decision and the Munir–MBS exchange are reported from Transition Protocol’s sources and have not been independently confirmed; publicly, Saudi Arabia says joint efforts with Pakistan under the Mecca Joint Defence Agreement continue. The host describes the agreement as tentative and still being negotiated. Netanyahu’s 27 September visit to Abu Dhabi was confirmed by UAE state media and his office. Forecasts in this episode are the speakers’ analysis
#Pakistan #SaudiArabia #Iran #Yemen #PepeEscobar
September 29, 2026 at 9:11 pm #251045Michael Reid
ParticipantLavrov on the Crisis of Western Hegemony | RU-EN
September 29, 2026 at 9:19 pm #251046Michael Reid
ParticipantSeptember 29, 2026 at 9:25 pm #251047Michael Reid
ParticipantPeople in the west need to wake the hell up
September 29, 2026 at 9:57 pm #251048Michael Reid
ParticipantSeptember 29, 2026 at 10:24 pm #251049Michael Reid
ParticipantThe number one threat to America is 10’s of thousands of Americans who support
September 29, 2026 at 10:51 pm #251050Michael Reid
ParticipantSeptember 29, 2026 at 11:32 pm #251051zerosum
ParticipantIs the fall in today price of oil justified since you see all the info projecting higher prices?
Claude reply
Analysts who see the reserve as depleted:
Lutz Kilian of the Dallas Fed says the market may increasingly doubt that the remaining volumes could calm prices.
Clayton Seigle of CSIS calls the reserve precariously low.
Jason Hayes of the Heritage Foundation calls a reserve near 285 million barrels a thin emergency cushion rather than a working stockpile.The physical limit is disputed. DOE says at least 70 million barrels must stay to manage the caverns.
Rapidan Energy puts a “soft-ish floor” near 170 million, and a former Biden administration official warned that going below 300 million risks damage.Refilling by purchase isn’t funded. Congress gave $171 million last year against roughly $20 billion needed, so refill depends on returned loans or other sources such as Venezuelan oil. Analysts say it will take considerable time.
————–
I suggested deferrals were likely if prices stay high.
I found no analyst saying that.
Hayes, for one, talks about a measured refill as loans are returned and prices ease, which assumes the returns happen.
DOE also didn’t answer questions about how many borrowed barrels have been returned, so I can’t tell whether repayment is on track.My deferral scenario is still plausible but unsupported. What the sources back is that returns are slow, unfunded if bought, and depend on prices easing.
————
Partly. The direction is defensible, but the level and the size of the move look less so.What supports a fall. The Saudi news is real supply: Yanbu loaded 12.5 million barrels over three days, and pipeline flows are back to around 3.5 million barrels a day. Not everything points higher either. Demand is forecast to fall 2.5 million barrels a day this year, and the futures curve slopes down, with the 30-60 day Dated strip at $102.20 against a $109.48 prompt strip. The market already expects the tightness to ease.
What undercuts it:
The Saudi restart isn’t new. It was reported a week ago, so today looks like confirmation plus a giveback of Monday’s spike to above $108.5, not fresh information.
Futures may understate scarcity. Dated Brent was $124.02 against $105.28 futures on Monday. Societe Generale argued diesel strength implies Brent above $150 to restore normal refining economics. Either physical prices fall or futures catch up, and I found no physical print for today.
The IEA still projects a deficit of about 1.7 million barrels a day this year, with stocks drawing further in the fourth quarter.
Positioning is split. One report said hedge funds held a large net long in gasoline and diesel futures while being mildly bearish on crude. If that’s right, capital is betting the scarcity is in products, not crude.
Traders are skeptical. Bloomberg says repeated false starts on Hormuz have left them doubtful.Size. A 2.6% move is unremarkable in a week where Brent ranged from roughly $99 to $108.
So today’s fall says less about the outlook than the headline suggests. It fits a market repricing crude while diesel and physical barrels stay tight.
I haven’t found explicit price forecasts in what I’ve gathered.
What I have are tightness indicators, and those don’t map neatly to a price.
I’m also not a financial advisor, so treat this as background for your own judgment.
————September 30, 2026 at 12:37 am #251052WES
ParticipantAmerican Geese:
Disappointed, that todaÿ, he, Mark Carney, the little, wasn’t the center of his darling media’s attention, announced, mid-day, that he, was going to rename, the Canada Geese, which nobody likes, American Geese!
In addition! the previously named Canada geese, now American Geese, are also to be deported per a royal proclamation, by his royal highness, King Charle’s auto-pen, since nobody really knows if Charles is here, or not!
Carney is hoping ICE will be available to help out with this matter..
September 30, 2026 at 12:11 pm #251090my parents said know
ParticipantHilarious, WES!
I tried to post the following and saw “Are you sure you wanted to do that?”
So now the days are shorter than the nights.
The migratory critters seek the sun.
The leaves trick out in colorful delights,
Before the crystal white when fall is done.So I tried again. : )
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