Debt Rattle September 8 2026

 

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  • #249361

    Hokusai VIews of Mount Fuji: Ejiri in Suruga Province 1831 • USS Abraham Lincoln Returning Home After Being “Sunk” Three Times By Iran (ZH) • AfD and
    [See the full post at: Debt Rattle September 8 2026]

    #249379
    Michael Reid
    Participant

    Pravin Sawhney:Iran FIRES at US Carrier, Hormuz WAR Escalates,Warning Shot at America’s Carrier

    #249380
    Michael Reid
    Participant

    Labor Day Post Spree: Trump Renames New Mexico While Israel Burns Lebanon Again | Iran Lego

    #249381
    Michael Reid
    Participant

    TRUMP’S CANADA TARIFF WAR BACKFIRES as LABOR DAY RANT EXPOSES GOP MIDTERM PANIC | Iran Lego

    #249382
    Michael Reid
    Participant

    ‘Flee KIEV, before it’s too LATE’: Russia issued a Tough Warning to Western Diplomats and Servicemen

    #249383
    Dr. D
    Participant

    “USS Abraham Lincoln Returning Home After Being Sunk Three Times By Iran

    For a change I didn’t say it. Just pointing out that everybody knows and is laughing at you.

    “The world economy, at the same time, is running into the biggest diesel fuel squeeze it has ever seen,”

    Yet this is not showing up. Is it because, as seems with so many other numbers, something is fraudulent and misreported? I won’t say so. But remember: the U.S. can stop OUR diesel problem overnight. We stop exporting to Europe and use it for ourselves. I mean, that is why “us” and “The other guy” exists as categories. We help “Us” first and “The other guy” after.

    So consider this, as it doesn’t matter what “World” diesel or refinery numbers are. It might be locked in Russia, for instance. China could shut off exports to all of Asia for instance. It only matters where YOU are.

    Again, we have MASSIVE oil. It’s not in shortage at all. Russia, Iran, most of the U.S., Venezuela and Canada are all either locked in or curtailed for no geological reason. I’m sure that’s like 5 previous oil booms. There are scores more such cases worldwide, eg Libya or North Sea. A suspicious man might think oil is being intentionally shut in and sabotaged for a reason, such as to keep prices high.

    So when it’s all voluntary, oil price and shortages can be cured almost overnight.

    “The other genuine break is in Tokyo: the 10-year JGB closed above 3% for the first time since 1996 and the 30-year auction cleared at a record 4.079%, with a fresh yen intervention on top”

    This is the important story but there’s not that much to say about it.

    ““I’m so glad you said that, because Israel is about to deliver us socialism… Israel’s on the ballot and Israel is so hated right now that we’re gonna turn to socialism instead.”

    I don’t find this to be true. People in Twitter and Brooklyn are not the United States. It’s annoying and it matters, but it’s in percentages perhaps single digits. See MAGA vs America First debate fail.

    Europe’s Auto Bloodbath Deepens: Jaguar Land Rover To Axe 4,000 Jobs After VW Targets 50,000 More Job Cuts

    “The Exodus Continues… Britain’s 3rd Largest Taxpayer Escapes To Greece

    Socialism working great again. Just like the last 100 times.

    Greenland’s Icecap Grew This Year

    Trust the Science. (Which is Mr. Fauci). Can we put this to bed now as a subject? Wall St is at the waterline and not an inch of water has risen. It was supposed to be submerged 26 years ago. Ah! But being wrong every day for 30 years is no reason not to believe again today! I mean, look at Iran.

    “China’s Provinces Show Evidence Of Financial Pressure And The Economy’s Imbalances

    As yesterday. Don’t invest here, invest in Germany and Spain. No? You’re going to Carney and invest only in the US?

    Catching up, they had the MAGA vs America First debate. (Yes that makes no sense. Don’t think too deeply about it.) What’s the takeaway? This fabricated division has no traction in America. Doesn’t exist. Not that the concepts don’t diverge, but we’re able to tell what is real and fake. So…London and Tavistok lose again, and they burned like their last candle to try it, as shown by Tucker, Candice, Jones, and Kent. Zip. Zero. Nada. And it was a good plan. That totally could have worked.

    But they have like zero elegance, intelligence, understanding of what America is and what Americans think and do.

    Same as when the tried to set up the Race War (total fail. TOTAL) And the KKK-Nazi attempt. Fail. Utter, complete fail. There are so many Nazis in American the SPLC can’t find them even when they pay a MILLION dollars for them. There are so many militias that the FBI has to hire Every. Single. Man. In the Patriot Front. While actual Americans point and laugh at them. Khakis! Hahahahahaha! What a bunch of loser-retards! Matching suits! Could you BE more ghey?

    …That’s about as close to zero as it’s possible to be. Heck, I remember it was a running joke in the 70s that every KKK member was FBI even then! (Spoiler: It was true. There are several books on it, Google.).

    So. Since all of THAT is made up, unreal, not happening. What’s ACTUALLY going on?

    “Nima R. Alkhorshid: US Navy FLEES After Iran’s Hypersonic Missile Impact – New Intel Revealed

    How would the Navy flee? How fast do you think those ships are? Yet nothing hits. No drones, not 4,000 of them, not missiles, hundreds of them, not even their very best missiles. Everything is shot down. And I’m not saying they can’t. But discuss?

    “Kuznik breaks down Trump’s shocking nuclear endgame over Iran War”

    We nuked them at least 3 times, just like the Carrier was sunk three times. We must have surrendered to Iran 30 times by now. Remember? It was almost a day ago.

    “the US empire’s string of defeats and what they mean for the future of the world order”

    Yes, I see how the U.S. vanished from the stage after Vietnam. Totally changed everything. History exists. Time exists. Reality exists.

    “Trump Disappointment Syndrome” Well, we ALL have that. And Obama Disappointment, and Clinton Disappointment, and Bush Disappointment, and Reagan Disappointment… Other nations have BoJo disappointment and Trudeau Disappointment.

    “A Fool in motion is more successful than a Genius sitting still.”

    #249384
    Dr. D
    Participant

    Iran-Lego Triumphant! Haven’t been wrong yet!

    Der Spiegel — sort of Germany’s Time — ran a cover story on August 14 calling him “the most dangerous man in Germany.”

    He’s just a guy. It’s Germany anti-Democracy, and a relentlessly anti-human EU that made him both necessary and possible. The CDU could have followed Democracy at any time, delivering the will of the people. They are vehemently, even violently opposed to the people. I’m shocked that after killing 5 candidates last year, they didn’t just kill and jail all the new ones in their normal fashion, a la LePen.

    Maybe this can spread while there’s still a cow and a farm left in Holland.

    “Ukraine Cannot Be Settled Like A Business Deal ( Lukyanov)

    Uhhh. Right? It also can’t be settled with Rochambeau. What brings this up? Is he trying to say Treaties are not Contract Law? ‘Cause pretty sure they are.

    “the persistence of Donald Trump’s administration, which has pursued this goal for more than a year and a half, also deserves recognition,

    Russia says this. Everyone else says Russia has no idea what they’re saying, they’re idiots and liars, and Russia has no idea who their enemies are. Lookin’ at you Fox News and all the Alexes. I have this weird idea that nations probably know who they’re fighting and who they’re not? But that’s me.

    “extraordinarily difficult but essentially technical problem, …where international affairs are a collection of practical problems to be resolved in ways that strengthen America’s position,”

    Should we solve problems by weakening our position? Why would anyone do that? “So long as we get weaker, I’m all in!” “The more weakerer we get, the more betterer it is for us! I don’t understand the first, like, it’s not difficult, not a problem, not something that can be worked out? Then what are negotiations? Simple? Black and White? You just hand them a blank paper and they write whatever they want on it? Strange premise, one that has never happened in all human history.

    What he’s demanding, cutting out all this diplo-speak, is that we invade and conquer all Western Europe to make them concede to Russia what they want. That is neither reasonable nor practical. Failing that, what, exactly, would you like us to do? And similar to Israel. You want us to stop them, then I want to see you cheer when we invade, land on the beaches, and start shooting up thousands of civilians going town to town as we conquer the Levant, backed with world troops and hundreds of billions in support.

    I suspect there would be no cheering, just another reason to hate us again for doing exactly what you wanted, like any other violent, deranged ex wife. And not lift a finger yourselves.

    Everyone knows our political situation and how much leverage factions have – it’s no secret. In practical terms, what would you like us to do? Are we pushing as hard as is reasonable and safe for this Major-General to do?

    One of these – and I was less inclined to credit is: conflicts exist because they can get buy-in from adequate power-blocs to say yes. They Profit, in some way. But that also means they will not stop so long as they are STILL profiting, in some way.
    “the conflict is highly unlikely to end in the near future. The war’s prolongation is not merely the result of battlefield stalemates, but the product of a complex web of survival imperatives, intelligence-agency dominance, and grim strategic utility. From this perspective, the conflict’s continuation serves the immediate interests of the key actors involved, creating a self-sustaining cycle that resists peaceful resolution…”

    This stands to reason, but gets very stark, and also surprising. As the war should weaken them, morally, expose them and reduce leverage, when it seems to increase it. That may mean the money, the profit they make and share among their few selves, more than outweighs the great unhappiness and opposition of the host nations at large. No surprise. People often lament, yet it’s newly surprising each time.

    Lukyanov is saying this 10,000 year truism shouldn’t be true this time, I guess ‘coz, “The United States.” Whut. Hardy har har. Everyone else says the same thing: all reason, all history, all norms, all physics don’t apply when the United States is involved. We alone can do all things for all people and are expected to do so immediately. Chop-Chop, coolie. It’s corrosive since it’s a constant, subtle, unspoken assumption of almost the whole world outside our borders. No. Guess what? We’re just a country, and we tell you that all the g-dd—n time. Get a grip. We ain’t yo Santa Claus.

    We’re neither running things nor breaking things, you’re all grown-ass adults. Do some work. Take some responsibility.

    “Non-governmental organizations were in place with tents and supplies to assist the migrants upon arrival”

    Some people are allowed to have opinions and help. Others are not. SOME people are allowed to have private property: immigrants; and others are not: Taxpayers and workers.

    “Despite nearly everything in the political environment supposedly being in their favor. Between history, President Donald Trump’s approval ratings, and gas prices, polls should consistently give them a huge edge. Yet the most recent Harvard-Harris poll showed the GOP ahead by two points among likely voters on the generic congressional ballot.

    This is a problem since all polls are Dem +8. That is they ALWAYS ALWAYS ALWAYS ALWAYS ALWAYS put the Democrats ahead by many points. And are always wrong. And never correct themselves next time. Decades, at least 30 years. So if they are “Only” Plus 2, it means they’re going to lose by 2-6%. Again, compare with the never-wrong Lego-IRGC and their copium. Uhh, no. And no one here thinks so. But go ahead and be wrong again, my record speaks for itself.

    “what Democrats are actually campaigning on: nothing.”

    Stunning, as I daily say. They could run on LIES. They refuse. JUST LIE!! We know you’re lying, they know you’re lying, you’ll never give workers healthcare, you’ll cut the minimum wage, import 20 million to lower wages further, raise taxes 20% forever, cut every worker’s d—k off, we know! …But just LIE about it and say you won’t.

    They can’t. They won’t. That’s really amazing to me. They so ACTUALLY believe their own nonsense they’d rather lose hiding it than face the truth in themselves and just cynically LIE about it and take power, driving their enemies before them, shooting them wildly and drinking wine from the skulls of the Red Hats, raping their (well, actually only Democratic) women as they go.

    How hard is it to lie? You just do it anyway, but their psychology is so lost in itself it isn’t even practical. They have such inner psychosis they can’t see the field, and have no idea who or what Americans are. Look at their Movies! Or Sports. They’re literally the melting down, rocking-in-a-corner insane. Mrs. Clancy’s hundreds of thousands of Pro-murder-everyone-of-every-age comes to mind.

    “I will die on this hill that mothers should kill anyone they want and have no consequences! Me, you, him, anyone! You can’t judge me!” It’s really something watching like 51% of the country act like this.

    “You could summarize their energy and climate policies in two words, expensive energy.”

    If only that were just partisan. THAT’S EXACTLY AND ONLY WHAT A CARBON TAX IS: a direct tax on the Poors. If you raise taxes on the poor, it snows, you know, the earth cools down. You see that in all the Robin Hood movies.
    InDaHood

    “President Trump Lengthy Interview With U.K GB News (CTH)

    That can’t be right. Didn’t Trump die last year and is unable to speak with his dementia? Besides, he nuked Tehran 3 times, and is very busy with the million man invasions of Ukraine, Iran, Venezuela, AND Canada, all at once, so he wouldn’t have the time. I smell a rat. Almost like something doesn’t gel here.

    Maybe Chris Hedges is right and the NYTimes and WaPo haven’t told the truth in 25 years. He’d know, right?

    “the name of this juror will eventually be uncovered by Internet”

    Felony Juror intimidation. Not even the first time, as that woman was trying to take pictures of them for her scrapbook – presumably before going home and murdering her own children in solidarity.

    Hasan is tiptoeing on this, as all his viewership are similarly violently insane Democrats and women. He’s very, very carefully “wondering” how this can be, when literally the whole defense, prosecution, Clancy, police, state, all agree she killed her children EXCEPT SOME CRAZY WOMEN ON THE INTERNET. Who made it all up. Hundreds of thousands of them.Really says “Literally Insane” and makes 60 years of crazed gun-stocking conspiracy men look like a church social in comparison. Yet here we are. I know them personally. Many such cases.

    Well, it’s murder so they like it. What can I say?

    Democratic Billionaires: Let me guess. They’re Jewish. How does that work?

    #249385
    tboc
    Participant

    “We cannot solve our problems with the same thinking we used when we created them.” Albert Einstein

    Did not western capital and banking create the current state of world affairs?
    Is not the loudest cheering coming from the peanut gallery in favor of western capital and banking?

    Whitey, Whitey he’s our man
    If Whitey can’t fix it…………………….

    well, you know the drill

    Look to the stars, aim for the bottom

    #249386
    Dr. D
    Participant

    “Pravin Sawhney:Iran FIRES at US Carrier, Hormuz WAR Escalates,Warning Shot at America’s Carrier”

    The 4,001st warning shot in a row. 190 days of warning shots.

    “Labor Day Post Spree: Trump Renames New Mexico While Israel Burns Lebanon Again | Iran Lego

    Why are these related? I guess we run Israel? We invaded and conquered them? But when we invade and conquer Iran, that’s a BAD thing, but invade and conquer Israel, a GOOD thing. Logic, you see.

    Um, I don’t know how to break this to you, but Israel is a DIFFERENT country from us. https://www.google.com/maps

    This may be relevant to the discussion and I don’t want you to be embarrassed.

    “‘Flee KIEV, before it’s too LATE’: Russia issued a Tough Warning to Western Diplomats and Servicemen”

    Just pointing out “Western”. Alex Mercouris was on again (yes I listen, thanks Reid) and again was tirelessly “Western”. Because he can’t be honest, at all, ever, and say “Europe”. It’s the best lie he can manage at this point so he sticks to it. “The West” does this and that in Kiev, to Russia. Uhh, is CANADA in that list? Korea? Japan? Australia? Nope. Is the U.S. in that list or not just aside, but actively pressuring a peace, for over a year since Inauguration and definitely Anchorage? Nope. They are not, in the biggest possible way.

    There is no “West”, only Europe. This is exclusively a voluntary war of expansion, by Europe, on Russia. For their resources, and for the yummy, yummy genocide of two or more nations, all Slavs. (They were hoping to wipe out Poland). This is what makes them morally superior and we should all listen to them.

    More honor to Canada in a way, that they also refuse to lift a finger to help. However, if they do so, they should really knock off the rhetoric. And perhaps applaud fewer Ukrainian Nazi Waffen SS Officers.

    #249387
    Michael Reid
    Participant

    #249388
    Michael Reid
    Participant

    The U.S. has conquered the west

    #249390
    Michael Reid
    Participant

    #249391
    Michael Reid
    Participant

    Stanislav Krapivnik: Putin Issues an Ultimatum — Major Escalation

    #249392
    tboc
    Participant

    musing this AM, is it naïveté or lunacy that leads one to believe that US Defense Contractors and The Military Industrial Complex have the interests of US citizens as their primary goal.

    even further, does acceptance of dark energy and dark matter predict that darkness will overcome light?

    and finally for this AM, is irrationality the defining element of human intelligence?

    #249394
    zerosum
    Participant

    THINGS HAVE CHANGED

    (When I entered the following Google search … “Iran, exclusion zone”
    Copilot takes over and its answer is top of the results)

    Copilot Search

    Iran plans a new exclusion zone extending from the U.S. naval blockade line toward the Strait of Hormuz and into the Persian Gulf, targeting vessels attempting to transit the waterway.
    Overview
    Iran announced plans to establish an exclusion zone near the Strait of Hormuz, a strategic chokepoint for global oil and gas shipments. The zone is intended to cover areas from the U.S. naval blockade line toward the strait and further into the Persian Gulf. Any vessel identified entering this area with the intention of passing through the strait could be placed on Iran’s sanctions list

    ————-
    htt ps://www.moonofalabama.org/2026/09/war-on-iran-crude-price-nears-100-barrel-while-trump-still-hopes-to-win.html

    September 8, 2026
    War On Iran: Crude Price Nears $100 Barrel While Trump Still Hopes To Win

    Another attack by Ansarullah of Yemen has damaged three oil production facilities in Saudi Arabia. The ARAMCO refinery in Jizan, with a capacity of 400,000 barrel per day (bpd), went offline. Crude oil prices increased:

    By 08:00 GMT, Brent crude futures had increased by $2, or 2.06%, reaching $99 per barrel (bbl), reported Reuters.

    Meanwhile, US West Texas Intermediate (WTI) crude traded at $94.41/bbl, up $2.93, or 3.2%.

    Earlier in the session, Brent touched $99.22/bbl, its strongest mark since 24 July, while WTI reached $94.60/bbl, a peak last seen on 8 June.

    The Ansarullah government of Yemen, often called the Houthi after one of its main groups, controls only some 33% of the country but 80% of the Yemeni population. The Saudi are arming and sponsoring its local opposition. There is little chance that it could win in a fight against the Houthi.

    The reduction of Saudi output may be the final straw that breaks the oil price’s back.

    (open link to see more)
    ————–

    Yemen escalating against genocidal Saudis while Galibaf warns the US empire against attacking Iran.
    Breaking news from Iran, Yemen and more.
    POLITICAL SONAR
    Sep 07, 2026

    ————
    htt ps://geopolitiq.substack.com/p/yemen-escalating-against-genocidal

    htt ps://en.irna.ir/news/86258021/Iran-able-enough-to-target-US-warships-says-Acting-Defense-Minister

    Iran able enough to target US warships, says Acting Defense Minister
    ————-

    htt ps://english.almayadeen.net/shortnews
    Latest Stories
    ————-
    ht tps://english.almayadeen.net/news/politics/katz-threatens–full-scale-war–against-palestinian-authority
    Katz threatens ‘full-scale war’ against Palestinian Authority

    Israeli Security Minister Israel Katz said Monday that he had instructed the occupation army to prepare for a “full-scale war” against the Palestinian Authority’s leadership, security forces, affiliated bodies, and what he described as “offensive infrastructure” in the occupied West Bank.

    Rather than addressing the underlying reality of occupation, Israeli officials continue to frame Palestinian opposition primarily through a security lens while expanding the very settlement project that fuels confrontation and further entrenches Israel’s control over Palestinian land.

    ————-

    —————
    Here are Canada’s biggest points of leverage in tariff and trade talks with the U.S.
    While Donald Trump has said U.S. doesn’t need anything from Canada, experts disagree
    –
    Mike Crawley · CBC News · Posted: Mar 19, 2026

    htt ps://www.cbc.ca/news/politics/trump-tariffs-canada-trade-negotiation-cusma-usmca-9.7132301
    —————-

    https://simplicius76.substack.com/p/afds-historic-win-sends-reverberations
    AfD’s Historic Win Sends Reverberations of ‘Shock’ Through German Establishment
    Simplicius
    Sep 07, 2026

    Last night Germany’s much-maligned AfD party won a crushing and historic victory. The victory is already being downplayed by many, owing to the fact that Saxony-Anhalt is technically one of Germany’s smallest and least consequential states. But there is far more to it than sheer numbers, as the win defines a turning point not only in German but European politics, and cements the gradual downfall of the globalist ruling class that has tried desperately for decades to keep populist movements from gaining power, in particular utilizing the “Brandmauer” or “firewall” to suppress the so-called far-right.

    ————–

    Russia’s Overnight Mega-Strike: Kyiv & Odesa Under Fire💥 Lyman Counter-Offensive⚔️ MS 2026.09.08


    ————

    #249403
    Michael Reid
    Participant

    D: U.S. grand strategy is no longer valid

    #249404
    zerosum
    Participant

    THING THAT YOU DID NOT KNOW/THAT NOBODY TOLD YOU

    There are many things, direct and indirect, that increase the cost of production of energy. (Tariffs on materials, contract negotiation, delivery, increase of living wages, etc.) Are the energy contracts with the US locked in so that the increase cost of productions cannot be passed on into the sales price?

    Copilot explained.
    No — most U.S.–Canada energy contracts are not locked‑price agreements.

    In almost all cases, cost increases can be passed through, because the contracts were written with pass‑through clauses, index‑based pricing, or market‑linked adjustments. Only a small subset of long‑term hydro or pipeline transport agreements have fixed components, and even those usually contain escalation language.

    Below is the detailed breakdown, grounded in current evidence.

    A 2026 industry report confirms that suppliers are sending invoices above contracted rates because tariff pass‑through provisions were triggered by recent U.S. tariff changes on solar panels, inverters, and storage components. Buyers have limited ability to dispute these increases because the contract language favors suppliers.

    https://www.environmentenergyleader.com/stories/tariff-pass-through-clauses-activating-in-energy-contracts,125781

    Pass-Through Clauses Are Activating Across Industrial Energy Agreements

    —————–

    —

    ## 🔍 What the evidence shows
    ### 1. **Tariff pass‑through clauses are already activating**
    Industrial and corporate energy contracts signed between 2019–2023 commonly included **broad pass‑through language**. These clauses allow suppliers to recover government‑imposed cost increases — including tariffs on materials, equipment, and components.

    A 2026 industry report confirms that suppliers are **sending invoices above contracted rates** because tariff pass‑through provisions were triggered by recent U.S. tariff changes on solar panels, inverters, and storage components. Buyers have **limited ability to dispute** these increases because the contract language favors suppliers. [environmentenergyleader.com](htt ps://www.environmentenergyleader.com/stories/tariff-pass-through-clauses-activating-in-energy-contracts,125781)

    **Implication:**
    If production costs rise (materials, labor, regulatory compliance), suppliers can legally pass those increases to U.S. buyers unless the contract explicitly forbids it — and most do not.

    —

    ### 2. **Cross‑border electricity trade is governed by many contracts, not one fixed-price treaty**
    Electricity trade between Canada and the U.S. is structured through a **patchwork of bilateral contracts**, provincial regulators, and transmission agreements. There is **no single locked‑price framework**.

    USMCA guarantees **zero tariffs** on energy flows, but **does not freeze prices**. Pricing is determined by:

    – Provincial utilities (BC Hydro, Hydro‑Québec, Manitoba Hydro)
    – U.S. utilities and grid operators
    – Market‑indexed wholesale rates
    – Negotiated bilateral agreements

    These contracts prioritize **grid reliability**, not price stability. [factually.co](htt ps://factually.co/fact-checks/energy/us-canada-electricity-trade-agreements-terms-940d2f)

    **Implication:**
    Prices can adjust based on cost inputs, market conditions, and contract clauses.

    —

    ### 3. **Carbon pricing changes in Canada directly affect production costs — and can be passed through**
    Canada’s industrial carbon pricing (OBPS/TIER) was renegotiated in 2025–2026, setting a rising cost trajectory ($95 → $140 per tonne by 2040). This increases upstream production costs for electricity and fuels.

    Nothing in USMCA or cross‑border contracts prevents these costs from being reflected in export prices. [climate-decode.com](htt ps://climate-decode.com/insights/canadian-carbon-pricing-series/canadian-carbon-pricing-review-2025-2026)

    **Implication:**
    Carbon‑related cost increases can flow into U.S. energy prices unless a contract explicitly caps them.

    —

    ### 4. **Trade tensions widen the risk window for variable‑rate contracts**
    Recent U.S. tariffs on Canadian goods (50% on ~$20B of imports) and Canada’s retaliatory tariffs have pushed electricity into the trade‑war conversation. Ontario even floated restricting electricity exports as leverage. [MPN](htt ps://mpncapitalmarkets.com/electricity-is-now-part-of-the-trade-war-conversation-what-does-that-mean-for-your-energy-bill/)

    This does **not** mean immediate price spikes, but it **does** mean:

    – Variable‑rate or uncapped contracts are exposed.
    – Suppliers may invoke pass‑through clauses more aggressively.
    – Buyers relying on “stable” cross‑border flows face higher volatility.

    **Implication:**
    Contracts that are not explicitly fixed‑price will move with these shocks.

    —

    ## 🧩 So are any contracts actually locked?

    ### **Fixed‑price components exist, but they are limited:**
    – Some long‑term hydro export agreements (e.g., Hydro‑Québec → New England) include **multi‑year fixed blocks**.
    – Some pipeline transport agreements have **fixed tolls** with inflation escalators.
    – Some utility PPAs include **fixed energy + variable capacity** components.

    But even these often contain:

    – **Fuel cost adjustment clauses**
    – **Inflation escalators**
    – **Regulatory cost pass‑throughs**
    – **Force majeure / change‑in‑law provisions**

    **Meaning:**
    Even “fixed” contracts are rarely truly fixed.

    —

    ## 🧠 Bottom line
    **No — U.S.–Canada energy contracts are not locked in a way that prevents cost increases from being passed through.**
    Most contracts include **pass‑through**, **index‑based**, or **change‑in‑law** clauses that allow suppliers to adjust prices when production costs rise.

    Only a minority of long‑term agreements have fixed pricing, and even those usually contain escalation mechanisms.

    —
    Therefore, Canada can increase, without tariffs, the cost of sending energy, fertilizers, etc. to the US

    Yes — Canada can raise the price of energy, fertilizers, and other strategic exports to the U.S., even without tariffs.
    And the U.S. would still have to buy them.

    This is the part most people miss: tariffs are only one mechanism of price increase. Canada has several non‑tariff levers that directly raise export prices, and U.S. buyers cannot avoid them because the goods are strategically essential.

    Canada controls the upstream cost structure for:

    Electricity generation (hydro, nuclear, natural gas)

    Crude oil & natural gas extraction

    Potash mining

    Uranium mining

    Critical minerals (nickel, cobalt, graphite)

    Canada can raise costs through:

    Carbon pricing increases

    Higher labor costs

    Higher safety and environmental compliance costs

    Higher mining royalties

    Higher provincial utility rates

    Higher pipeline tolls

    Higher rail transport fees

    None of these are tariffs.
    All of them raise export prices.

    And U.S. buyers cannot block these increases, because they originate inside Canada.
    The U.S. cannot force Canada to sell at a loss.
    Tariffs are irrelevant here.
    Canada can raise prices through internal policy alone.

    ———–

    #249405
    Michael Reid
    Participant

    It looks like this was removed due to defective sound track so posting again

    And I was finding it very interesting

    #249406
    Michael Reid
    Participant

    D: The Trump wreak crew are active. Have you properly positioned yourself?

    #249407
    Michael Reid
    Participant

    #249408
    zerosum
    Participant

    Things that I’m learning about how things work.

    Yen Carry Trade: Investors borrow Japanese yen at near-zero interest rates and invest in higher-yielding currencies like USD, (Bonds), earning the interest rate differential

    Conclusion:
    The yen carry trade is currently unwinding, and the unwind is accelerating.
    This is not a hypothetical — it is happening in real time.

    Stopping a yen‑carry unwind requires policy action, not market action.

    The most effective tools are:

    BOJ signaling no further tightening
    BOJ direct FX intervention
    U.S.–Japan coordinated intervention
    BOJ liquidity support
    Global risk‑on return

    These are the only mechanisms that have ever stopped a carry‑trade collapse.

    #249409
    zerosum
    Participant

    Verified: “More than 20 missiles launched”
    Multiple credible outlets (Reuters, AP, Al Jazeera, regional defense ministries) confirm:

    Iran launched 20+ ballistic and cruise missiles

    Aimed at U.S. positions in Jordan (Al‑Azraq) and Qatar (Al‑Udeid)

    Intercept rate appears high

    Damage reports still incoming but no mass‑casualty event reported

    This part is real.

    #249410
    Michael Reid
    Participant

    #249411
    Michael Reid
    Participant

    PEPE ESCOBAR BREAKS:North Korea Just Delivered Carrier-Killer Drones To Iran

    #249412
    Michael Reid
    Participant

    EXCLUSIVE LARRYJOHNSON: Iran Just Received Underwater Drones

    #249413
    Michael Reid
    Participant

    #249429
    Michael Reid
    Participant

    #249430
    tboc
    Participant

    Whew, that’s quite a lot of hate for just twenty hours!

    #249431
    Michael Reid
    Participant

    #249432
    Michael Reid
    Participant

    #249433
    Michael Reid
    Participant

    #249434
    zerosum
    Participant

    HUMMM, Unharmed, (can’t fight back) sitting targets. Truth or lie?
    https://t.me/s/SABAYEen

    IRGC Navy warns oil tanker crews

    Iran’s IRGC Navy on Tuesday warned crews of oil tankers in Kuwait and Bahrain to evacuate their vessels immediately, threatening to target them in response to a U.S. attack on an Iranian tanker.
    ———
    Does your sources of info ignore – Yemen News Agency (SABA)
    There are sources that cannot lie without being caught if AI is checking.
    ————

    #249435
    zerosum
    Participant

    WHAT!WHEN WILL THE SHIT HIT THE FAN.

    What has happened — very recently — is that Canada has imposed new retaliatory tariffs on U.S. toilet paper and paper products, which may make them more expensive but does not constitute a ban.

    Canadian Prime Minister Mark Carney announced retaliatory tariffs on ~900 U.S. goods after U.S. trade talks collapsed.

    Toilet paper and facial tissues are included, facing a 25% tariff, with some related paper products facing up to 50%.
    ———-
    Surely, Canadians will be able to find a substitute.
    🙂
    Hehehehe.

    #249436
    WES
    Participant

    The US has Hollywood.

    Iran has Legowood!

    They both deal in fake illusions!

    So Canada has falling from being a British Colony down to being an European Protectoright?

    The US, Russia, and China are cleaning up the mess that the East India Company left behind in the world.

    The Monroe doctrine was the US’s first attempt to stop Britain/Europe.
    Now, the Donroe doctrine might finally be ending it?

    The City of London isn’t going down without trying to starting as many new war as possibles, and killing millions of other people!
    Afterall, never ending wars are the only thing they know how to do well!

    Imagine, how peaceful the world would be, without the City of London constantly stirring up trouble worldwide?

    #249437
    zerosum
    Participant

    … London constantly stirring up trouble worldwide?
    … before London, there always were other/similar, troublemakers seeking ecstasy

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