[News] Experts Declare Fuel Crisis Imminent as Global Wars Choke Out Supply
Anti-Imperialist News
news at freedomarchives.org
Wed Sep 16 02:23:32 EDT 2026
Experts Declare Fuel Crisis Imminent as Global Wars Choke Out Supply
Experts all around the world are now declaring that a major fuel crisis
is upon us due to the perfect storm of catalysts, which includes Ukraine
and Russia’s mutual energy strikes, as well as the sudden flare-up of
the Houthi-Iran axis’s targeting of critical Saudi energy infrastructure.
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Experts Declare Fuel Crisis Imminent as Global Wars Choke Out Supply
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Simplicius <https://substack.com/@simplicius76>
Sep 15, 2026
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Experts all around the world are now declaring that a major fuel crisis
is upon us due to the perfect storm of catalysts, which includes Ukraine
and Russia’s mutual energy strikes, as well as the sudden flare-up of
the Houthi-Iran axis’s targeting of critical Saudi energy infrastructure.
<https://substack.com/redirect/831d547b-85bb-4e57-96b0-dc29e0563e32?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA>
https://www.wsj.com/business/energy-oil/oil-executives-say-the-great-fuel-crisis-is-here-b6b32030
<https://substack.com/redirect/05834542-467b-4f4f-8cb1-4d5d51aa078d?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA>
WSJ reports:
/*American oil executives warned for months that the prolonged
closure of the Strait of Hormuz was bound to cause a fuel crisis.
Now, they say it is here.*/
/Commercial fuel stocks around the world have been depleting for
more than six months, and strategic crude reserves can’t be tapped
much further. *Attacks last week shut down a crucial crude pipeline
in Saudi Arabia that bypassed the Strait, stranding at least 2.5
million barrels a day from an already tight global oil market,
analysts estimate.*/
The latest driver has been the news that Saudi Arabia is cancelling
“crude oil cargoes” to Europe for the rest of September, with rumors now
speculating that this will extend into October as well.
<https://substack.com/redirect/9ecaefa5-8420-420d-a4ad-e319082b2519?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA>
<https://substack.com/redirect/fba9279d-ccf1-401a-8c72-d82b68f3a02d?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA>
The past several days, the Houthis have been launching major strikes on
Saudi oil infrastructure sites, which include the Aramco plant at
/*18.485593, 42.505660*/geolocation:
<https://substack.com/redirect/6e4d57a4-24a6-4509-9583-6a31e41c94a5?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA>
<https://substack.com/redirect/beb7beed-39f7-4785-9170-7f8bef5466dc?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA>
/BREAKING: Oil loadings suspended at Yanbu, Saudi Arabia’s main Red
Sea port, following the earlier attack on the east–west pipeline,
Reuters report./
/Oil storage tanks ablaze after a claimed Houthi missile strike on
the Aramco Abha Bulk Plant north of Abha, Saudi Arabia.
18.485593, 42.505660/
About 500 miles from there the Yasref oil refinery in the Red Sea coast
city of Yanbu was also hit:
X avatar for @HormuzLetter
The Hormuz Letter
@HormuzLetter
BREAKING: Yemen's Houthis appear to have directly struck the YASREF oil
refinery in Yanbu on Saudi Arabia's Red Sea coast this morning, the
400,000 barrel per day Aramco-Sinopec joint venture and one of the Red
Sea's largest diesel exporters. Footage shows a large fire, with …
Image
11:43 AM · Sep 15, 2026· 478K Views
139 Replies· 1.54K Reposts· 5.7K Likes
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Meanwhile, the critical East-West pipeline meant to serve as lifeline to
redirect Hormuz crude flows was seen in new Maxar satellite imagery
after the attack which disabled it on September 10th. *Reportedly,
<https://substack.com/redirect/b0d1c03c-3155-4f80-b756-766738562cfb?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA>*/*multiple
<https://substack.com/redirect/b0d1c03c-3155-4f80-b756-766738562cfb?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA>*/*pump
stations along the long route were destroyed
<https://substack.com/redirect/b0d1c03c-3155-4f80-b756-766738562cfb?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA>*,
making the attack far more severe than initially estimated:
<https://substack.com/redirect/4daaf7e2-82d7-4959-a488-3aec40ae5476?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA>
It is unlikely the site will be reopened any time soon. Experts speaking
to Reuters estimated several weeks, with some “partial” crude flows
possible before then—a close-up of the destruction was provided, as well:
<https://substack.com/redirect/343d7d97-56ca-4eb7-abfd-ae9431c6e7b7?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA>
https://www.reuters.com/business/energy/saudi-pipeline-outage-threatens-loss-4-global-oil-supply-2026-09-13/
<https://substack.com/redirect/4aaa3129-6d00-48fc-8081-98f638a90963?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA>
<https://substack.com/redirect/3166a8aa-2c2b-4f97-ad7e-234ef0c3be90?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA>
https://www.bloomberg.com/news/articles/2026-09-15/mbs-and-saudi-arabia-face-crisis-with-key-oil-pipeline-shut-for-weeks
<https://substack.com/redirect/aa51c0d4-e62e-478b-8e19-309b71d151e8?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA>
However, seeing as how easy the site was to hit, who is to say that the
responsible parties—whether they were in Iraq or Yemen—could not simply
keep hitting it again?
Now US diesel prices have skyrocketed alarmingly:
X avatar for @KobeissiLetter
The Kobeissi Letter
@KobeissiLetter
BREAKING: US diesel prices officially rise to a new record $6.26/gallon,
now up over +80% in 9 months. Truck drivers are now paying nearly $3.00
more per gallon for diesel than they were in January. This has pushed
average gas prices in California, one of the most expensive…
3:44 PM · Sep 15, 2026· 195K Views
126 Replies· 369 Reposts· 2.77K Likes
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Trump has blamed the diesel crisis on Ukraine’s strikes on Russian
diesel refining infrastructure:
<https://substack.com/redirect/d3973237-3e7b-4a87-9cc6-d67f3da0f3f7?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA>
What a churlishly lazy and hypocritically unprincipled foreign policy:
“Let them strike what they want, but not diesel for now, because that’s
where we’re seeing major shocks!”
This type of short-sighted, bumbling diplomacy is like haphazardly
putting out random fires one at a time, all while inadvertently starting
new ones. Trump thinks the US can act recklessly hostile against the
entire world, supplying weapons to Ukraine to destroy major sectors of
Russian infrastructure, ruthlessly attacking Iran, etc., and then
wondering why the blowback is starting to poison the domestic economy.
Now global bond yields have skyrocketed for both US and Europe, with US
and UK’s 10Y note being highest since 2007, and Germany’s 10Y reportedly
highest since 2006:
/BREAKING: The 10Y Note Yield rises to 5.04%, its highest level
since July 2007.
This pushes the average interest rate on a 30Y mortgage up to 7.17%.
Homeownership is officially a luxury. - *Source
<https://substack.com/redirect/a77b0d1d-a9df-4574-9077-091e8eadcb8f?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA>*/
<https://substack.com/redirect/982bd123-c527-4c48-8334-8eb3949907b8?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA>
As part of his hamfistedly stilted attempt to rectify the situation,
Trump announced a mutual energy ceasefire that never happened, another
in a long line of fakes meant to pacify the domestic cattle:
<https://substack.com/redirect/ee67d907-306e-462e-a8ea-b941418540d2?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA>
Both Zelensky and Russian representatives have denied any such
ceasefire, and as proof of this, both countries hit the other’s energy
sites just this morning.
*Russian analyst Victor Leonov shared an interesting theory
<https://substack.com/redirect/9f49940c-5f93-45e2-9ebe-da3184e79d88?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA>*that
proposes Russia and Iran are working hand-in-hand in taking down the
Western monetary and economic orders:
/Why do Iran and Russia target energy facilities?
In the war in Ukraine and the tensions in the Middle East, petrol
stations, oil and fuel depots, energy facilities, infrastructure,
and refineries are continuously targeted by Russia and Iran. At the
same time, transportation and energy routes such as the Strait of
Hormuz and Bab al-Mandab are completely shut down. Why is this
happening? Why are Russia and Iran doing this in coordination, and
what is their objective?
*The answer to these questions comes from the fact that Russia and
Iran have agreed together to destroy the Western and American
capitalist system, by creating an energy crisis through targeting
energy facilities and transportation routes.*The equation works like
this: attacking and destroying these facilities reduces energy
production and supply, while closing the Strait of Hormuz and Bab
al-Mandab similarly reduces supply and availability on a global level.
As a result, fuel and energy prices in general begin to rise and
surge. Rising prices mean that greater pressure is placed on the
global industrial sector, which must secure fuel at much higher
prices. At the same time, transportation costs also rise and
economic inflation begins to increase. *As a result, central banks
are forced to raise interest rates in order to control inflation,
which in turn slows and weakens the economy. In this way, production
and factory activity gradually weaken, while the industrial sector
faces a major threat.*
*Through this method, Russia and Iran are putting industry, economic
growth, and the current world order at risk, to the point where
factories may shut down and industry, in its current form, may no
longer be able to continue. Since industry is the foundation stone
of modern capitalism, step by step the current world order moves
toward collapse as an energy crisis develops.*
Therefore, Russia and Iran want to use this path to bring down and
transform the current world order, which is led by the United States
in a unipolar manner. For this reason, expect further bombing of
petrol stations, oil, gas, and fuel depots, along with more attacks
on energy facilities and infrastructure./
I’m not convinced this is such a coordinated operation to “take down
capitalism”, but it’s an interesting direction of thought, particularly
considering that Iran and Russia are able to bolster their own eastward
trade routes while simultaneously stymieing the West’s economic life
lines. More likely, Russia and Iran are simply reacting defensively to
hurt their opponents at their most sensitive points. Russia was happy to
supply energy to the West to keep the Western “capitalist order”
churning along, up until Ukraine began to put the pain on Russia’s own
energy infrastructure.
<https://substack.com/redirect/9f66f5f3-c2cc-44a8-8b10-d7e845dca721?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA>
/The daily rental rate for a supertanker on the route from the
Persian Gulf to China has reached $1 million for the first time in
history./
Now as of this writing, various reports are claiming that the Houthis
have mined Bab al Mandab, which would appear to be in contradiction to
their previous claims that only Saudi transports are prohibited from
transiting:
X avatar for @FaytuksNetwork
Faytuks Network
@FaytuksNetwork
The Houthis have laid mines in the Bab al-Mandab Strait, a Yemeni
military source told German news agency DPA
8:26 PM · Sep 15, 2026· 29.5K Views
23 Replies· 154 Reposts· 556 Likes
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If the reports are true—in conjunction with the wide-scale strikes on
Saudi oil infrastructure—it could represent a pronounced campaign to
deliver an economic deathblow to the Saudi regime.
One thing is for certain, while Trump continues to treat the Iran
conflict as some kind of casual diversion or vanity playground, Iran is
taking things to the extreme. For Iran, the conflict is existential,
notably demonstrated by two recent items:
First: Reports are circulating that Iran is preparing to mobilize up to
one million people for training, for—as I understand it—the creation of
1,000 reserve battalions dubbed the “national resistance battalions” in
preparation for possible future conflict.
X avatar for @IranObserver0
Iran Observer
@IranObserver0
⚡️JUST IN: All Iranians have Received a SMS Message to Register for
Mobilization The Iranian Armed Forces are beginning to train 1,000 new
Battalions (about one Million People) The training will not take long,
as Iran has Mandatory Military Service for all Men
Image
5:19 AM · Sep 15, 2026· 536K Views
176 Replies· 1.37K Reposts· 7.76K Likes
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In corroborating the above news, *Jerusalem Post reports
<https://substack.com/redirect/3ca6542e-4177-479b-bc92-2db6f75fe5ba?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA>*that
billboards have been going up all over Iran promoting the joining of the
IRGC.
Jerusalem Post writes of the new campaign:
/*Volunteer call to mobilize the youth*/
/Macmillan stressed that Iran was attempting to mobilize youth with
the messaging, offering weapons training, map reading, and first aid
skills needed for combat zones, as part of a campaign to expand
Basij-styl
<https://substack.com/redirect/9f9977c5-32e6-44d2-ae11-7cca3d78b6a9?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA>e
units beyond the “usual core” supporters./
/The new brand of fighters will demonstrate to Iranians and the West
that the regime “can still organize mass participation after months
of tension,” despite the economic turmoil, war, and violent
suppression of protests, he said./
/“It is a volunteer call, pushed through official channels and mass
SMS. This is an official Iranian government campaign infrastructure,
a political-military mobilization message, not a neutral
public-service notice,” he noted./
Secondly, *Iranian news sources report
<https://substack.com/redirect/bc21a71e-a99f-46d9-bed0-26deee533cac?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA>*that
a prominent Iranian MP has claimed that an “urgent bill” has been
prepared by a group of lawmakers for Iran’s withdrawal from the Nuclear
Non-Proliferation Act. The bill reportedly will be voted upon once the
parliament’s “presiding board approves it”.
The most striking portion of the MP’s interview is his direct call for
Iran to obtain nuclear weapons, given that the US’s aggression has
caused this to be an “unavoidable necessity”:
/*“It is better to conduct the necessary tests for nuclear weapons
as soon as possible” because Iran needs nuclear deterrence and
possessing nuclear weapons is now an “unavoidable necessity.”*/
Granted, we must not overreact, as such firebrand lawmakers have come
before and the initiative will likely lead nowhere. But it all goes to
show that Iran’s leaders and people are hardening, solidifying around a
unified core, and are treating the US-Israeli axis’s attacks on their
country as an existential threat that must be dealt with like a cancer,
rather than a vanity show for PR ratings.
In light of this, a series of new photos have been ‘leaked’ by CBS
showing never-before-seen scenes of destruction in US bases after
Iranian attacks:
<https://substack.com/redirect/634cbdce-bdbb-43b2-b787-9f7287755093?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA>
https://www.cbsnews.com/news/new-photos-damage-u-s-kuwait-saudi-arabia-iran-drone-missile-attacks
<https://substack.com/redirect/68c1aa1b-403e-4eee-9cf2-dd8127b1aa0c?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA>
*Mario Nawfal reports the list of destroyed assets
<https://substack.com/redirect/9f2a7aa7-e0e4-45ef-9014-7b1e8f339a58?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA>*:
/Active service members sent the images anonymously.
*One soldier's words: "We're not defending these bases. We're just
watching them get destroyed."*
What the photos reportedly show:
-Prince Sultan Air Base, Saudi Arabia: an *E-3 Sentry with its tail
severed*from a charred fuselage
-Prince Sultan Air Base: hollowed-out buildings and barracks
standing beside untouched concrete T-walls, fortifications built for
mortars and grenades in a war fought from 300 miles up
-Camp Buehring, Kuwait: rows of trailers destroyed at the main
staging area for Army ground troops and armor
-Camp Buehring: vehicles burned out in the open
-Camp Arifjan, Kuwait: structural damage to a building at the
largest American logistics hub in the region
-The IG counted nearly 60 aircraft lost and $3.7 billion in
equipment across eight countries.
Hegseth called the missiles that killed six at Shuaiba "squirters,"
a word for the odd one that slips past a working defense.
These photos say the defense isn't working, and the people inside
the wire know it.
Source: CBS News / Writer: Daniel/
Compilation of the “leaks”:
<https://substack.com/redirect/f14e2e9f-a908-40cd-8a4d-2f9e203be32e?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA>
A new Pentagon report lists the failed war’s “official losses”:
<https://substack.com/redirect/2e43bbc2-6b9e-46de-8955-360279506ba0?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA>
Some analysts have crunched the numbers and reportedly derived that
Operation Epic Fury’s per-sortie losses were some of the highest in US
history:
<https://substack.com/redirect/5fa0c992-1035-4419-925f-1564e52d9d30?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA>
It’s clear that Iran is only just getting going, and Trump’s historic
blunder has ignited a national renewal that is unlikely to slow ever
again, now that the genie has been let out the bottle, and US’s
unprecedented vulnerability has been exposed.
------------------------------------------------------------------------
------------------------------------------------------------------------
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