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<title>Experts Declare Fuel Crisis Imminent as Global Wars Choke
Out Supply</title>
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style="display:none;font-size:1px;color:#333333;line-height:1px;max-height:0px;max-width:0px;opacity:0;overflow:hidden;">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\u2019s mutual energy strikes, as well as the
sudden flare-up of the Houthi-Iran axis\u2019s targeting of critical
Saudi energy infrastructure.</div>
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<h1 class="post-title published title-X77sOw"
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moz-do-not-send="true">Experts Declare Fuel
Crisis Imminent as Global Wars Choke Out Supply</a></h1>
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href="https://substack.com/@simplicius76" moz-do-not-send="true">Simplicius</a></div>
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datetime="2026-09-16T00:20:28.344Z">Sep 15, 2026</time></div>
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<div class="body markup" dir="auto"
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<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;margin-top: 0;">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\u2019s mutual energy strikes, as well as the
sudden flare-up of the Houthi-Iran axis\u2019s
targeting of critical Saudi energy infrastructure.
</p>
<div class="captioned-image-container-static"
style="font-size: 16px;line-height: 26px;margin: 32px auto;">
<figure style="width: 100%;margin: 0 auto;">
<table class="image-wrapper" width="100%"
border="0" cellspacing="0" cellpadding="0"
data-component-name="Image2ToDOMStatic"
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<tbody>
<tr>
<td style="text-align: center;"></td>
<td class="content" align="left"
width="494" style="text-align: center;"><a
class="image-link" target="_blank"
href="https://substack.com/redirect/831d547b-85bb-4e57-96b0-dc29e0563e32?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA"
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alt="" width="494"
height="248.54375"
src="https://substackcdn.com/image/fetch/$s_!UQbO!,w_494,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8da39ea0-97c4-4eef-b69a-214384f791c8_1280x644.jpeg"
style="border: none !important;vertical-align: middle;display: block;-ms-interpolation-mode: bicubic;height: auto;margin-bottom: 0;width: auto !important;max-width: 100% !important;margin: 0 auto;"
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</tr>
</tbody>
</table>
<figcaption class="image-caption"
style="box-sizing: content-box;color: rgb(119,119,119);font-size: 14px;line-height: 20px;font-weight: 400;letter-spacing: -.15px;margin-top: 8px;width: 70%;padding-left: 15%;padding-right: 15%;text-align: center;"><a
href="https://substack.com/redirect/05834542-467b-4f4f-8cb1-4d5d51aa078d?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA"
style="text-decoration: underline;"
moz-do-not-send="true">https://www.wsj.com/business/energy-oil/oil-executives-say-the-great-fuel-crisis-is-here-b6b32030</a></figcaption></figure>
</div>
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">WSJ
reports:</p>
<blockquote
style="border-left: 4px solid #51b4e9;margin: 20px 0;padding: 0;">
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);margin-left: 20px;line-height: 26px;font-size: 16px;"><em><strong>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.</strong></em></p>
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);margin-left: 20px;line-height: 26px;font-size: 16px;"><em><span>Commercial
fuel stocks around the world have been
depleting for more than six months, and
strategic crude reserves can\u2019t be tapped
much further. </span><strong>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.</strong></em></p>
</blockquote>
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">The
latest driver has been the news that Saudi Arabia
is cancelling \u201ccrude oil cargoes\u201d to Europe for
the rest of September, with rumors now speculating
that this will extend into October as well.</p>
<div class="captioned-image-container-static"
style="font-size: 16px;line-height: 26px;margin: 32px auto;">
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<td style="text-align: center;"></td>
<td class="content" align="left"
width="1200" style="text-align: center;"><a
class="image-link" target="_blank"
href="https://substack.com/redirect/9ecaefa5-8420-420d-a4ad-e319082b2519?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA"
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alt="" width="550" height="162.25"
src="https://substackcdn.com/image/fetch/$s_!60qg!,w_1100,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7dad721c-aa6a-4a6f-9f4e-9ccaf1141d3f_1200x354.jpeg"
style="border: none !important;vertical-align: middle;display: block;-ms-interpolation-mode: bicubic;height: auto;margin-bottom: 0;width: auto !important;max-width: 100% !important;margin: 0 auto;"
moz-do-not-send="true"></a></td>
<td style="text-align: center;"></td>
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</figure>
</div>
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style="font-size: 16px;line-height: 26px;margin: 32px auto;">
<figure style="width: 100%;margin: 0 auto;">
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<td style="text-align: center;"></td>
<td class="content" align="left"
width="1456" style="text-align: center;"><a
class="image-link" target="_blank"
href="https://substack.com/redirect/fba9279d-ccf1-401a-8c72-d82b68f3a02d?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA"
style="position: relative;flex-direction: column;align-items: center;padding: 0;width: auto;height: auto;border: none;text-decoration: none;display: block;margin: 0;"
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class="wide-image"
data-attrs="{"src":"https://substack-post-media.s3.amazonaws.com/public/images/6716ba80-6f0c-49a4-8b3d-4793e08f0a09_2422x731.jpeg","srcNoWatermark":null,"fullscreen":null,"imageSize":null,"height":439,"width":1456,"resizeWidth":null,"bytes":290144,"alt":null,"title":null,"type":"image/jpeg","href":null,"belowTheFold":false,"topImage":false,"internalRedirect":"https://simplicius76.substack.com/i/215748453?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6716ba80-6f0c-49a4-8b3d-4793e08f0a09_2422x731.jpeg","isProcessing":false,"align":null,"offset":false}"
alt="" width="550"
height="165.83104395604394"
src="https://substackcdn.com/image/fetch/$s_!qOHs!,w_1100,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6716ba80-6f0c-49a4-8b3d-4793e08f0a09_2422x731.jpeg"
style="border: none !important;vertical-align: middle;display: block;-ms-interpolation-mode: bicubic;height: auto;margin-bottom: 0;width: auto !important;max-width: 100% !important;margin: 0 auto;"
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<td style="text-align: center;"></td>
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</tbody>
</table>
</figure>
</div>
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;"><span>The
past several days, the Houthis have been
launching major strikes on Saudi oil
infrastructure sites, which include the Aramco
plant at </span><em><strong>18.485593,
42.505660</strong><span> </span></em><span>geolocation:</span></p>
<div class="captioned-image-container-static"
style="font-size: 16px;line-height: 26px;margin: 32px auto;">
<figure style="width: 100%;margin: 0 auto;">
<table class="image-wrapper" width="100%"
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<td style="text-align: center;"></td>
<td class="content" align="left"
width="1200" style="text-align: center;"><a
class="image-link" target="_blank"
href="https://substack.com/redirect/6e4d57a4-24a6-4509-9583-6a31e41c94a5?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA"
style="position: relative;flex-direction: column;align-items: center;padding: 0;width: auto;height: auto;border: none;text-decoration: none;display: block;margin: 0;"
moz-do-not-send="true"><img
class="wide-image"
data-attrs="{"src":"https://substack-post-media.s3.amazonaws.com/public/images/9f4594f5-0a31-458f-b57f-f89bbe2f9363_1200x707.jpeg","srcNoWatermark":null,"fullscreen":null,"imageSize":null,"height":707,"width":1200,"resizeWidth":null,"bytes":171669,"alt":null,"title":null,"type":"image/jpeg","href":null,"belowTheFold":false,"topImage":false,"internalRedirect":"https://simplicius76.substack.com/i/215748453?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9f4594f5-0a31-458f-b57f-f89bbe2f9363_1200x707.jpeg","isProcessing":false,"align":null,"offset":false}"
alt="" width="550"
height="324.0416666666667"
src="https://substackcdn.com/image/fetch/$s_!K31B!,w_1100,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9f4594f5-0a31-458f-b57f-f89bbe2f9363_1200x707.jpeg"
style="border: none !important;vertical-align: middle;display: block;-ms-interpolation-mode: bicubic;height: auto;margin-bottom: 0;width: auto !important;max-width: 100% !important;margin: 0 auto;"
moz-do-not-send="true"></a></td>
<td style="text-align: center;"></td>
</tr>
</tbody>
</table>
</figure>
</div>
<div class="captioned-image-container-static"
style="font-size: 16px;line-height: 26px;margin: 32px auto;">
<figure style="width: 100%;margin: 0 auto;">
<table class="image-wrapper" width="100%"
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<tr>
<td style="text-align: center;"></td>
<td class="content" align="left"
width="1280" style="text-align: center;"><a
class="image-link" target="_blank"
href="https://substack.com/redirect/beb7beed-39f7-4785-9170-7f8bef5466dc?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA"
style="position: relative;flex-direction: column;align-items: center;padding: 0;width: auto;height: auto;border: none;text-decoration: none;display: block;margin: 0;"
moz-do-not-send="true"><img
class="wide-image"
data-attrs="{"src":"https://substack-post-media.s3.amazonaws.com/public/images/9830e65e-63ea-4fb1-8312-f6ed20a89ce4_1280x703.jpeg","srcNoWatermark":null,"fullscreen":null,"imageSize":null,"height":703,"width":1280,"resizeWidth":null,"bytes":186191,"alt":null,"title":null,"type":"image/jpeg","href":null,"belowTheFold":true,"topImage":false,"internalRedirect":"https://simplicius76.substack.com/i/215748453?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9830e65e-63ea-4fb1-8312-f6ed20a89ce4_1280x703.jpeg","isProcessing":false,"align":null,"offset":false}"
alt="" width="550"
height="302.0703125"
src="https://substackcdn.com/image/fetch/$s_!-nnF!,w_1100,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9830e65e-63ea-4fb1-8312-f6ed20a89ce4_1280x703.jpeg"
style="border: none !important;vertical-align: middle;display: block;-ms-interpolation-mode: bicubic;height: auto;margin-bottom: 0;width: auto !important;max-width: 100% !important;margin: 0 auto;"
moz-do-not-send="true"></a></td>
<td style="text-align: center;"></td>
</tr>
</tbody>
</table>
</figure>
</div>
<blockquote
style="border-left: 4px solid #51b4e9;margin: 20px 0;padding: 0;">
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);margin-left: 20px;line-height: 26px;font-size: 16px;"><em>BREAKING:
Oil loadings suspended at Yanbu, Saudi
Arabia\u2019s main Red Sea port, following the
earlier attack on the east\u2013west pipeline,
Reuters report.</em></p>
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);margin-left: 20px;line-height: 26px;font-size: 16px;"><em><span>Oil
storage tanks ablaze after a claimed Houthi
missile strike on the Aramco Abha Bulk Plant
north of Abha, Saudi Arabia.</span><br>
<br>
<span>18.485593, 42.505660</span></em></p>
</blockquote>
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">About
500 miles from there the Yasref oil refinery in
the Red Sea coast city of Yanbu was also hit: </p>
<table class="twitter-embed tweet"
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cellspacing="0" cellpadding="0"
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style="background: rgb(255,255,255);color: rgb(54,55,55);display: flex;flex-direction: column;gap: 12px;max-width: 550px;margin: 32px auto;border: 1px solid rgb(0,0,0,.1);direction: ltr;border-radius: 12px;padding: 16px 16px 12px;font-family: system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-size: 14px;line-height: 20px;font-weight: 400;box-sizing: border-box;-webkit-font-smoothing: antialiased;text-rendering: optimizelegibility;transition: color .25scubic-bezier(.19,1,.22,1),background-color .25scubic-bezier(.19,1,.22,1),box-shadow .25scubic-bezier(.19,1,.22,1),border .25scubic-bezier(.19,1,.22,1),border-radius .25scubic-bezier(.19,1,.22,1),opacity .25scubic-bezier(.19,1,.22,1),filter .25scubic-bezier(.19,1,.22,1),stroke .25scubic-bezier(.19,1,.22,1),transform .25scubic-bezier(.19,1,.22,1),scale .25scubic-bezier(.19,1,.22,1),outline .25scubic-bezier(.19,1,.22,1);margin-bottom: 20px;margin-top: 20px">
<tbody>
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<td style="padding:0px;"><a
href="https://substack.com/redirect/16a7da52-854f-46d3-b47d-84a8e42f5d70?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA"
style="text-decoration:none;color:inherit;display:block;"
moz-do-not-send="true">
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<td
style="vertical-align:middle;"><img
class="custom-css-email-avatar avatar-QIQ5yR"
src="https://substackcdn.com/image/fetch/$s_!K5uY!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fpbs.substack.com%2Fprofile_images%2F2039669923442507776%2FQiE-cdek.jpg"
alt="X avatar for @HormuzLetter"
style="box-sizing: border-box;border: none;vertical-align: middle;-ms-interpolation-mode: bicubic;max-width: 100%;width: 40px;height: 40px;min-width: 40px;min-height: 40px;object-fit: cover;margin: 0px;display: inline;border-radius: 50%"
width="40" height="40"
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style="vertical-align:middle;">
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<div
class="pencraft pc-reset line-height-20-t4M0El font-text-qe4AeH size-13-hZTUKr weight-semibold-uqA4FV reset-IxiVJZ"
style="list-style: none;color: unset;font-size: 13px;line-height: 20px;text-decoration: unset;margin: 0;font-family: system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: 600;">The
Hormuz Letter</div>
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<div
class="pencraft pc-reset color-secondary-ls1g8s line-height-20-t4M0El font-text-qe4AeH size-13-hZTUKr weight-regular-mUq6Gb reset-IxiVJZ"
style="list-style: none;font-size: 13px;line-height: 20px;text-decoration: unset;color: rgb(119,119,119);margin: 0;font-family: system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: 400;">@HormuzLetter</div>
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<div
class="pencraft pc-reset line-height-20-t4M0El font-text-qe4AeH size-15-Psle70 weight-regular-mUq6Gb reset-IxiVJZ text-aFN1BV"
style="list-style: none;color: unset;font-size: 15px;line-height: 20px;text-decoration: unset;margin: 0;font-family: system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: 400;white-space: pre-wrap">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 \u2026</div>
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<td><img
src="https://substackcdn.com/image/fetch/$s_!V_Tc!,w_550,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F__ss-rehost__tw-video-preview-13_2099825119778471936.jpg"
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class="pencraft pc-reset reset-IxiVJZ"
style="list-style: none;color: unset;text-decoration: unset;margin: 0;">11:43
AM · Sep 15, 2026</span><span
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· </span><span
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<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;"><span>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. </span><strong><a
href="https://substack.com/redirect/b0d1c03c-3155-4f80-b756-766738562cfb?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA"
style="color: #51b4e9;text-decoration: none;"
moz-do-not-send="true">Reportedly, </a></strong><em><strong><a
href="https://substack.com/redirect/b0d1c03c-3155-4f80-b756-766738562cfb?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA"
style="color: #51b4e9;text-decoration: none;" moz-do-not-send="true">multiple</a></strong></em><strong><a
href="https://substack.com/redirect/b0d1c03c-3155-4f80-b756-766738562cfb?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA"
style="color: #51b4e9;text-decoration: none;"
moz-do-not-send="true"> pump stations along
the long route were destroyed</a></strong><span>,
making the attack far more severe than initially
estimated:</span></p>
<div
class="video-player-with-background is-static video-player-wrapper"
role="region" aria-label="Video player"
style="flex-grow: 1;font-size: 16px;line-height: 26px;margin-top: 0.5em;"><a
class="video-player video-player-with-background"
href="https://substack.com/redirect/4daaf7e2-82d7-4959-a488-3aec40ae5476?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA"
style="position: relative;display: block;width: 100%;cursor: pointer;background-color: rgb(0,0,0);height: auto;border-radius: 8px;padding-bottom: 0"
moz-do-not-send="true"><img
class="video-player-preview" width="550"
src="https://substackcdn.com/image/fetch/$s_!j7iC!,w_1100,h_618,c_fill,f_auto,q_auto:good,fl_progressive:steep/l_play_button_usfui2,w_144,e_colorize:0/https%3A%2F%2Fsubstack-video.s3.amazonaws.com%2Fvideo_upload%2Fpost%2F215748453%2Faeab4e8c-91f6-4b85-b577-320483c2f8de%2Ftranscoded-00001.png"
data-component-name="VideoPlayer-PreviewImg"
data-testid="video-player-static-preview-image"
style="border: none !important;vertical-align: middle;display: block;-ms-interpolation-mode: bicubic;max-width: 100%;height: auto;margin: 0 auto;top: 0;left: 0;width: 100%;max-height: 100%;background: black;cursor: pointer;object-fit: contain;position: relative;border-radius: 8px;"
moz-do-not-send="true"></a></div>
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">It
is unlikely the site will be reopened any time
soon. Experts speaking to Reuters estimated
several weeks, with some \u201cpartial\u201d crude flows
possible before then\u2014a close-up of the destruction
was provided, as well:</p>
<div class="captioned-image-container-static"
style="font-size: 16px;line-height: 26px;margin: 32px auto;">
<figure style="width: 100%;margin: 0 auto;">
<table class="image-wrapper" width="100%"
border="0" cellspacing="0" cellpadding="0"
data-component-name="Image2ToDOMStatic"
style="mso-padding-alt: 1em 0 1.6em;">
<tbody>
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<td style="text-align: center;"></td>
<td class="content" align="left"
width="442" style="text-align: center;"><a
class="image-link" target="_blank"
href="https://substack.com/redirect/343d7d97-56ca-4eb7-abfd-ae9431c6e7b7?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA"
style="position: relative;flex-direction: column;align-items: center;padding: 0;width: auto;height: auto;border: none;text-decoration: none;display: block;margin: 0;"
moz-do-not-send="true"><img
data-attrs="{"src":"https://substack-post-media.s3.amazonaws.com/public/images/df4e9d25-0849-400e-87d5-021d45ec2ebf_674x767.jpeg","srcNoWatermark":null,"fullscreen":null,"imageSize":null,"height":767,"width":674,"resizeWidth":442,"bytes":196842,"alt":null,"title":null,"type":"image/jpeg","href":null,"belowTheFold":true,"topImage":false,"internalRedirect":"https://simplicius76.substack.com/i/215748453?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdf4e9d25-0849-400e-87d5-021d45ec2ebf_674x767.jpeg","isProcessing":false,"align":null,"offset":false}"
alt="" width="442"
height="502.9881305637982"
src="https://substackcdn.com/image/fetch/$s_!RJS6!,w_442,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdf4e9d25-0849-400e-87d5-021d45ec2ebf_674x767.jpeg"
style="border: none !important;vertical-align: middle;display: block;-ms-interpolation-mode: bicubic;height: auto;margin-bottom: 0;width: auto !important;max-width: 100% !important;margin: 0 auto;"
moz-do-not-send="true"></a></td>
<td style="text-align: center;"></td>
</tr>
</tbody>
</table>
<figcaption class="image-caption"
style="box-sizing: content-box;color: rgb(119,119,119);font-size: 14px;line-height: 20px;font-weight: 400;letter-spacing: -.15px;margin-top: 8px;width: 70%;padding-left: 15%;padding-right: 15%;text-align: center;"><a
href="https://substack.com/redirect/4aaa3129-6d00-48fc-8081-98f638a90963?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA"
style="text-decoration: underline;"
moz-do-not-send="true">https://www.reuters.com/business/energy/saudi-pipeline-outage-threatens-loss-4-global-oil-supply-2026-09-13/</a></figcaption></figure>
</div>
<div class="captioned-image-container-static"
style="font-size: 16px;line-height: 26px;margin: 32px auto;">
<figure style="width: 100%;margin: 0 auto;">
<table class="image-wrapper" width="100%"
border="0" cellspacing="0" cellpadding="0"
data-component-name="Image2ToDOMStatic"
style="mso-padding-alt: 1em 0 1.6em;">
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<td style="text-align: center;"></td>
<td class="content" align="left"
width="526" style="text-align: center;"><a
class="image-link" target="_blank"
href="https://substack.com/redirect/3166a8aa-2c2b-4f97-ad7e-234ef0c3be90?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA"
style="position: relative;flex-direction: column;align-items: center;padding: 0;width: auto;height: auto;border: none;text-decoration: none;display: block;margin: 0;"
moz-do-not-send="true"><img
data-attrs="{"src":"https://substack-post-media.s3.amazonaws.com/public/images/c494af23-e841-486e-bcb7-797faf0814d1_1199x457.png","srcNoWatermark":null,"fullscreen":null,"imageSize":null,"height":457,"width":1199,"resizeWidth":526,"bytes":88806,"alt":null,"title":null,"type":"image/png","href":null,"belowTheFold":true,"topImage":false,"internalRedirect":"https://simplicius76.substack.com/i/215748453?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc494af23-e841-486e-bcb7-797faf0814d1_1199x457.png","isProcessing":false,"align":null,"offset":false}"
alt="" width="526"
height="200.48540450375313"
src="https://substackcdn.com/image/fetch/$s_!IYIA!,w_526,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc494af23-e841-486e-bcb7-797faf0814d1_1199x457.png"
style="border: none !important;vertical-align: middle;display: block;-ms-interpolation-mode: bicubic;height: auto;margin-bottom: 0;width: auto !important;max-width: 100% !important;margin: 0 auto;"
moz-do-not-send="true"></a></td>
<td style="text-align: center;"></td>
</tr>
</tbody>
</table>
<figcaption class="image-caption"
style="box-sizing: content-box;color: rgb(119,119,119);font-size: 14px;line-height: 20px;font-weight: 400;letter-spacing: -.15px;margin-top: 8px;width: 70%;padding-left: 15%;padding-right: 15%;text-align: center;"><a
href="https://substack.com/redirect/aa51c0d4-e62e-478b-8e19-309b71d151e8?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA"
style="text-decoration: underline;"
moz-do-not-send="true">https://www.bloomberg.com/news/articles/2026-09-15/mbs-and-saudi-arabia-face-crisis-with-key-oil-pipeline-shut-for-weeks</a></figcaption></figure>
</div>
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">However,
seeing as how easy the site was to hit, who is to
say that the responsible parties\u2014whether they were
in Iraq or Yemen\u2014could not simply keep hitting it
again?</p>
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">Now
US diesel prices have skyrocketed alarmingly: </p>
<table class="twitter-embed tweet"
role="presentation" width="100%" border="0"
cellspacing="0" cellpadding="0"
data-component-name="TweetToDOMStatic"
style="background: rgb(255,255,255);color: rgb(54,55,55);display: flex;flex-direction: column;gap: 12px;max-width: 550px;margin: 32px auto;border: 1px solid rgb(0,0,0,.1);direction: ltr;border-radius: 12px;padding: 16px 16px 12px;font-family: system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-size: 14px;line-height: 20px;font-weight: 400;box-sizing: border-box;-webkit-font-smoothing: antialiased;text-rendering: optimizelegibility;transition: color .25scubic-bezier(.19,1,.22,1),background-color .25scubic-bezier(.19,1,.22,1),box-shadow .25scubic-bezier(.19,1,.22,1),border .25scubic-bezier(.19,1,.22,1),border-radius .25scubic-bezier(.19,1,.22,1),opacity .25scubic-bezier(.19,1,.22,1),filter .25scubic-bezier(.19,1,.22,1),stroke .25scubic-bezier(.19,1,.22,1),transform .25scubic-bezier(.19,1,.22,1),scale .25scubic-bezier(.19,1,.22,1),outline .25scubic-bezier(.19,1,.22,1);margin-bottom: 20px;margin-top: 20px">
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alt="X avatar for @KobeissiLetter"
style="box-sizing: border-box;border: none;vertical-align: middle;-ms-interpolation-mode: bicubic;max-width: 100%;width: 40px;height: 40px;min-width: 40px;min-height: 40px;object-fit: cover;margin: 0px;display: inline;border-radius: 50%"
width="40" height="40"
moz-do-not-send="true"></td>
<td width="12"
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style="vertical-align:middle;">
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cellpadding="0">
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<div
class="pencraft pc-reset line-height-20-t4M0El font-text-qe4AeH size-13-hZTUKr weight-semibold-uqA4FV reset-IxiVJZ"
style="list-style: none;color: unset;font-size: 13px;line-height: 20px;text-decoration: unset;margin: 0;font-family: system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: 600;">The
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style="list-style: none;font-size: 13px;line-height: 20px;text-decoration: unset;color: rgb(119,119,119);margin: 0;font-family: system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: 400;">@KobeissiLetter</div>
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<div
class="pencraft pc-reset line-height-20-t4M0El font-text-qe4AeH size-15-Psle70 weight-regular-mUq6Gb reset-IxiVJZ text-aFN1BV"
style="list-style: none;color: unset;font-size: 15px;line-height: 20px;text-decoration: unset;margin: 0;font-family: system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: 400;white-space: pre-wrap">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 $3.00 more per gallon for diesel than they were in January. This has pushed average gas prices in California, one of the most expensive\u2026</div>
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class="pencraft pc-reset color-secondary-ls1g8s line-height-20-t4M0El font-text-qe4AeH size-13-hZTUKr weight-regular-mUq6Gb reset-IxiVJZ"
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class="pencraft pc-reset reset-IxiVJZ"
style="list-style: none;color: unset;text-decoration: unset;margin: 0;">3:44
PM · Sep 15, 2026</span><span
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· </span><span
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<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">Trump
has blamed the diesel crisis on Ukraine\u2019s strikes
on Russian diesel refining infrastructure: </p>
<div
class="video-player-with-background is-static video-player-wrapper"
role="region" aria-label="Video player"
style="flex-grow: 1;font-size: 16px;line-height: 26px;margin-top: 0.5em;"><a
class="video-player video-player-with-background"
href="https://substack.com/redirect/d3973237-3e7b-4a87-9cc6-d67f3da0f3f7?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA"
style="position: relative;display: block;width: 100%;cursor: pointer;background-color: rgb(0,0,0);height: auto;border-radius: 8px;padding-bottom: 0"
moz-do-not-send="true"><img
class="video-player-preview" width="550"
src="https://substackcdn.com/image/fetch/$s_!EFJM!,w_1100,h_618,c_fill,f_auto,q_auto:good,fl_progressive:steep/l_play_button_usfui2,w_144,e_colorize:0/https%3A%2F%2Fsubstack-video.s3.amazonaws.com%2Fvideo_upload%2Fpost%2F215748453%2Fe2e4a576-f232-4f79-83a0-c02878fc0a69%2Ftranscoded-00001.png"
data-component-name="VideoPlayer-PreviewImg"
data-testid="video-player-static-preview-image"
style="border: none !important;vertical-align: middle;display: block;-ms-interpolation-mode: bicubic;max-width: 100%;height: auto;margin: 0 auto;top: 0;left: 0;width: 100%;max-height: 100%;background: black;cursor: pointer;object-fit: contain;position: relative;border-radius: 8px;"
moz-do-not-send="true"></a></div>
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">What
a churlishly lazy and hypocritically unprincipled
foreign policy: \u201cLet them strike what they want,
but not diesel for now, because that\u2019s where we\u2019re
seeing major shocks!\u201d </p>
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">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. </p>
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">Now
global bond yields have skyrocketed for both US
and Europe, with US and UK\u2019s 10Y note being
highest since 2007, and Germany\u2019s 10Y reportedly
highest since 2006:</p>
<blockquote
style="border-left: 4px solid #51b4e9;margin: 20px 0;padding: 0;">
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);margin-left: 20px;line-height: 26px;font-size: 16px;"><em><span>BREAKING:
The 10Y Note Yield rises to 5.04%, its
highest level since July 2007.</span><br>
<br>
<span>This pushes the average interest rate on
a 30Y mortgage up to 7.17%.</span><br>
<br>
<span>Homeownership is officially a luxury. -
</span><strong><a
href="https://substack.com/redirect/a77b0d1d-a9df-4574-9077-091e8eadcb8f?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA"
style="color: #51b4e9;text-decoration: none;" moz-do-not-send="true">Source</a></strong></em></p>
</blockquote>
<div class="captioned-image-container-static"
style="font-size: 16px;line-height: 26px;margin: 32px auto;">
<figure style="width: 100%;margin: 0 auto;">
<table class="image-wrapper" width="100%"
border="0" cellspacing="0" cellpadding="0"
data-component-name="Image2ToDOMStatic"
style="mso-padding-alt: 1em 0 1.6em;">
<tbody>
<tr>
<td style="text-align: center;"></td>
<td class="content" align="left"
width="320" style="text-align: center;"><a
class="image-link" target="_blank"
href="https://substack.com/redirect/982bd123-c527-4c48-8334-8eb3949907b8?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA"
style="position: relative;flex-direction: column;align-items: center;padding: 0;width: auto;height: auto;border: none;text-decoration: none;display: block;margin: 0;"
moz-do-not-send="true"><img
data-attrs="{"src":"https://substack-post-media.s3.amazonaws.com/public/images/c382b731-5ae6-425c-b79b-06a517c31484_714x1200.jpeg","srcNoWatermark":null,"fullscreen":null,"imageSize":null,"height":1200,"width":714,"resizeWidth":320,"bytes":51151,"alt":null,"title":null,"type":"image/jpeg","href":null,"belowTheFold":true,"topImage":false,"internalRedirect":"https://simplicius76.substack.com/i/215748453?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc382b731-5ae6-425c-b79b-06a517c31484_714x1200.jpeg","isProcessing":false,"align":null,"offset":false}"
alt="" width="320"
height="537.8151260504202"
src="https://substackcdn.com/image/fetch/$s_!1WwS!,w_320,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc382b731-5ae6-425c-b79b-06a517c31484_714x1200.jpeg"
style="border: none !important;vertical-align: middle;display: block;-ms-interpolation-mode: bicubic;height: auto;margin-bottom: 0;width: auto !important;max-width: 100% !important;margin: 0 auto;"
moz-do-not-send="true"></a></td>
<td style="text-align: center;"></td>
</tr>
</tbody>
</table>
</figure>
</div>
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">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:
</p>
<div class="captioned-image-container-static"
style="font-size: 16px;line-height: 26px;margin: 32px auto;">
<figure style="width: 100%;margin: 0 auto;">
<table class="image-wrapper" width="100%"
border="0" cellspacing="0" cellpadding="0"
data-component-name="Image2ToDOMStatic"
style="mso-padding-alt: 1em 0 1.6em;">
<tbody>
<tr>
<td style="text-align: center;"></td>
<td class="content" align="left"
width="448" style="text-align: center;"><a
class="image-link" target="_blank"
href="https://substack.com/redirect/ee67d907-306e-462e-a8ea-b941418540d2?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA"
style="position: relative;flex-direction: column;align-items: center;padding: 0;width: auto;height: auto;border: none;text-decoration: none;display: block;margin: 0;"
moz-do-not-send="true"><img
data-attrs="{"src":"https://substack-post-media.s3.amazonaws.com/public/images/7a70a8d2-5f43-4106-843f-38a3afc011e6_1145x465.png","srcNoWatermark":null,"fullscreen":null,"imageSize":null,"height":465,"width":1145,"resizeWidth":448,"bytes":334839,"alt":null,"title":null,"type":"image/png","href":null,"belowTheFold":true,"topImage":false,"internalRedirect":"https://simplicius76.substack.com/i/215748453?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7a70a8d2-5f43-4106-843f-38a3afc011e6_1145x465.png","isProcessing":false,"align":null,"offset":false}"
alt="" width="448"
height="181.93886462882097"
src="https://substackcdn.com/image/fetch/$s_!32P3!,w_448,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7a70a8d2-5f43-4106-843f-38a3afc011e6_1145x465.png"
style="border: none !important;vertical-align: middle;display: block;-ms-interpolation-mode: bicubic;height: auto;margin-bottom: 0;width: auto !important;max-width: 100% !important;margin: 0 auto;"
moz-do-not-send="true"></a></td>
<td style="text-align: center;"></td>
</tr>
</tbody>
</table>
</figure>
</div>
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">Both
Zelensky and Russian representatives have denied
any such ceasefire, and as proof of this, both
countries hit the other\u2019s energy sites just this
morning. </p>
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;"><strong><a
href="https://substack.com/redirect/9f49940c-5f93-45e2-9ebe-da3184e79d88?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA"
style="color: #51b4e9;text-decoration: none;"
moz-do-not-send="true">Russian analyst Victor
Leonov shared an interesting theory</a></strong><span>
that proposes Russia and Iran are working
hand-in-hand in taking down the Western monetary
and economic orders: </span></p>
<blockquote
style="border-left: 4px solid #51b4e9;margin: 20px 0;padding: 0;">
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);margin-left: 20px;line-height: 26px;font-size: 16px;"><em><span>Why
do Iran and Russia target energy facilities?</span><br>
<br>
<span>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?</span><br>
<br>
<strong>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.</strong><span>
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.</span><br>
<br>
<span>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. </span><strong>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.</strong><br>
<br>
<strong>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.</strong><br>
<br>
<span>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.</span></em></p>
</blockquote>
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">I\u2019m
not convinced this is such a coordinated operation
to \u201ctake down capitalism\u201d, but it\u2019s 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\u2019s 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 \u201ccapitalist
order\u201d churning along, up until Ukraine began to
put the pain on Russia\u2019s own energy
infrastructure. </p>
<div class="captioned-image-container-static"
style="font-size: 16px;line-height: 26px;margin: 32px auto;">
<figure style="width: 100%;margin: 0 auto;">
<table class="image-wrapper" width="100%"
border="0" cellspacing="0" cellpadding="0"
data-component-name="Image2ToDOMStatic"
style="mso-padding-alt: 1em 0 1.6em;">
<tbody>
<tr>
<td style="text-align: center;"></td>
<td class="content" align="left"
width="516" style="text-align: center;"><a
class="image-link" target="_blank"
href="https://substack.com/redirect/9f66f5f3-c2cc-44a8-8b10-d7e845dca721?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA"
style="position: relative;flex-direction: column;align-items: center;padding: 0;width: auto;height: auto;border: none;text-decoration: none;display: block;margin: 0;"
moz-do-not-send="true"><img
data-attrs="{"src":"https://substack-post-media.s3.amazonaws.com/public/images/9610e61d-c166-44b0-96f3-f88d6bfd39cb_1280x774.jpeg","srcNoWatermark":null,"fullscreen":null,"imageSize":null,"height":774,"width":1280,"resizeWidth":516,"bytes":60749,"alt":null,"title":null,"type":"image/jpeg","href":null,"belowTheFold":true,"topImage":false,"internalRedirect":"https://simplicius76.substack.com/i/215748453?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9610e61d-c166-44b0-96f3-f88d6bfd39cb_1280x774.jpeg","isProcessing":false,"align":null,"offset":false}"
alt="" width="516"
height="312.01875"
src="https://substackcdn.com/image/fetch/$s_!xxkm!,w_516,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9610e61d-c166-44b0-96f3-f88d6bfd39cb_1280x774.jpeg"
style="border: none !important;vertical-align: middle;display: block;-ms-interpolation-mode: bicubic;height: auto;margin-bottom: 0;width: auto !important;max-width: 100% !important;margin: 0 auto;"
moz-do-not-send="true"></a></td>
<td style="text-align: center;"></td>
</tr>
</tbody>
</table>
</figure>
</div>
<blockquote
style="border-left: 4px solid #51b4e9;margin: 20px 0;padding: 0;">
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);margin-left: 20px;line-height: 26px;font-size: 16px;"><em>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.</em></p>
</blockquote>
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">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:</p>
<table class="twitter-embed tweet"
role="presentation" width="100%" border="0"
cellspacing="0" cellpadding="0"
data-component-name="TweetToDOMStatic"
style="background: rgb(255,255,255);color: rgb(54,55,55);display: flex;flex-direction: column;gap: 12px;max-width: 550px;margin: 32px auto;border: 1px solid rgb(0,0,0,.1);direction: ltr;border-radius: 12px;padding: 16px 16px 12px;font-family: system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-size: 14px;line-height: 20px;font-weight: 400;box-sizing: border-box;-webkit-font-smoothing: antialiased;text-rendering: optimizelegibility;transition: color .25scubic-bezier(.19,1,.22,1),background-color .25scubic-bezier(.19,1,.22,1),box-shadow .25scubic-bezier(.19,1,.22,1),border .25scubic-bezier(.19,1,.22,1),border-radius .25scubic-bezier(.19,1,.22,1),opacity .25scubic-bezier(.19,1,.22,1),filter .25scubic-bezier(.19,1,.22,1),stroke .25scubic-bezier(.19,1,.22,1),transform .25scubic-bezier(.19,1,.22,1),scale .25scubic-bezier(.19,1,.22,1),outline .25scubic-bezier(.19,1,.22,1);margin-bottom: 20px;margin-top: 20px">
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<div
class="pencraft pc-reset line-height-20-t4M0El font-text-qe4AeH size-13-hZTUKr weight-semibold-uqA4FV reset-IxiVJZ"
style="list-style: none;color: unset;font-size: 13px;line-height: 20px;text-decoration: unset;margin: 0;font-family: system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: 600;">Faytuks
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style="list-style: none;font-size: 13px;line-height: 20px;text-decoration: unset;color: rgb(119,119,119);margin: 0;font-family: system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: 400;">@FaytuksNetwork</div>
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<td></td>
</tr>
<tr>
<td>
<div
class="pencraft pc-reset line-height-20-t4M0El font-text-qe4AeH size-15-Psle70 weight-regular-mUq6Gb reset-IxiVJZ text-aFN1BV"
style="list-style: none;color: unset;font-size: 15px;line-height: 20px;text-decoration: unset;margin: 0;font-family: system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: 400;white-space: pre-wrap">The Houthis have laid mines in the Bab al-Mandab Strait, a Yemeni military source told German news agency DPA</div>
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</a></td>
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</tbody>
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<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">If
the reports are true\u2014in conjunction with the
wide-scale strikes on Saudi oil infrastructure\u2014it
could represent a pronounced campaign to deliver
an economic deathblow to the Saudi regime. </p>
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">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: </p>
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">First:
Reports are circulating that Iran is preparing to
mobilize up to one million people for training,
for\u2014as I understand it\u2014the creation of 1,000
reserve battalions dubbed the \u201cnational resistance
battalions\u201d in preparation for possible future
conflict.</p>
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class="pencraft pc-reset line-height-20-t4M0El font-text-qe4AeH size-15-Psle70 weight-regular-mUq6Gb reset-IxiVJZ text-aFN1BV"
style="list-style: none;color: unset;font-size: 15px;line-height: 20px;text-decoration: unset;margin: 0;font-family: system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','Segoe UI Symbol';font-weight: 400;white-space: pre-wrap">\u26a1\ufe0fJUST 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</div>
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class="pencraft pc-reset reset-IxiVJZ"
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<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;"><span>In
corroborating the above news, </span><strong><a
href="https://substack.com/redirect/3ca6542e-4177-479b-bc92-2db6f75fe5ba?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA"
style="color: #51b4e9;text-decoration: none;"
moz-do-not-send="true">Jerusalem Post reports</a></strong><span>
that billboards have been going up all over Iran
promoting the joining of the IRGC.</span></p>
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">Jerusalem
Post writes of the new campaign:</p>
<blockquote
style="border-left: 4px solid #51b4e9;margin: 20px 0;padding: 0;">
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);margin-left: 20px;line-height: 26px;font-size: 16px;"><em><strong>Volunteer
call to mobilize the youth</strong></em></p>
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);margin-left: 20px;line-height: 26px;font-size: 16px;"><em><span>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 </span><a
href="https://substack.com/redirect/9f9977c5-32e6-44d2-ae11-7cca3d78b6a9?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA"
style="color: #51b4e9;text-decoration: none;" moz-do-not-send="true">Basij-styl</a><span>e
units beyond the \u201cusual core\u201d supporters.</span></em></p>
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);margin-left: 20px;line-height: 26px;font-size: 16px;"><em>The
new brand of fighters will demonstrate to
Iranians and the West that the regime \u201ccan
still organize mass participation after months
of tension,\u201d despite the economic turmoil,
war, and violent suppression of protests, he
said.</em></p>
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);margin-left: 20px;line-height: 26px;font-size: 16px;"><em>\u201cIt
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,\u201d he noted.</em></p>
</blockquote>
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;"><span>Secondly,
</span><strong><a
href="https://substack.com/redirect/bc21a71e-a99f-46d9-bed0-26deee533cac?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA"
style="color: #51b4e9;text-decoration: none;"
moz-do-not-send="true">Iranian news sources
report</a></strong><span> that a prominent
Iranian MP has claimed that an \u201curgent bill\u201d has
been prepared by a group of lawmakers for Iran\u2019s
withdrawal from the Nuclear Non-Proliferation
Act. The bill reportedly will be voted upon once
the parliament\u2019s \u201cpresiding board approves it\u201d.
</span></p>
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">The
most striking portion of the MP\u2019s interview is his
direct call for Iran to obtain nuclear weapons,
given that the US\u2019s aggression has caused this to
be an \u201cunavoidable necessity\u201d: </p>
<blockquote
style="border-left: 4px solid #51b4e9;margin: 20px 0;padding: 0;">
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);margin-left: 20px;line-height: 26px;font-size: 16px;"><em><strong>\u201cIt
is better to conduct the necessary tests for
nuclear weapons as soon as possible\u201d because
Iran needs nuclear deterrence and possessing
nuclear weapons is now an \u201cunavoidable
necessity.\u201d</strong></em></p>
</blockquote>
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">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\u2019s
leaders and people are hardening, solidifying
around a unified core, and are treating the
US-Israeli axis\u2019s attacks on their country as an
existential threat that must be dealt with like a
cancer, rather than a vanity show for PR ratings.
</p>
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">In
light of this, a series of new photos have been
\u2018leaked\u2019 by CBS showing never-before-seen scenes
of destruction in US bases after Iranian attacks:
</p>
<div class="captioned-image-container-static"
style="font-size: 16px;line-height: 26px;margin: 32px auto;">
<figure style="width: 100%;margin: 0 auto;">
<table class="image-wrapper" width="100%"
border="0" cellspacing="0" cellpadding="0"
data-component-name="Image2ToDOMStatic"
style="mso-padding-alt: 1em 0 1.6em;">
<tbody>
<tr>
<td style="text-align: center;"></td>
<td class="content" align="left"
width="504" style="text-align: center;"><a
class="image-link" target="_blank"
href="https://substack.com/redirect/634cbdce-bdbb-43b2-b787-9f7287755093?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA"
style="position: relative;flex-direction: column;align-items: center;padding: 0;width: auto;height: auto;border: none;text-decoration: none;display: block;margin: 0;"
moz-do-not-send="true"><img
data-attrs="{"src":"https://substack-post-media.s3.amazonaws.com/public/images/436b8340-ab05-4ebc-88c7-7868e4cdd545_1194x354.png","srcNoWatermark":null,"fullscreen":null,"imageSize":null,"height":354,"width":1194,"resizeWidth":504,"bytes":74720,"alt":null,"title":null,"type":"image/png","href":null,"belowTheFold":true,"topImage":false,"internalRedirect":"https://simplicius76.substack.com/i/215748453?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F436b8340-ab05-4ebc-88c7-7868e4cdd545_1194x354.png","isProcessing":false,"align":null,"offset":false}"
alt="" width="504"
height="149.42713567839195"
src="https://substackcdn.com/image/fetch/$s_!0NCg!,w_504,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F436b8340-ab05-4ebc-88c7-7868e4cdd545_1194x354.png"
style="border: none !important;vertical-align: middle;display: block;-ms-interpolation-mode: bicubic;height: auto;margin-bottom: 0;width: auto !important;max-width: 100% !important;margin: 0 auto;"
moz-do-not-send="true"></a></td>
<td style="text-align: center;"></td>
</tr>
</tbody>
</table>
<figcaption class="image-caption"
style="box-sizing: content-box;color: rgb(119,119,119);font-size: 14px;line-height: 20px;font-weight: 400;letter-spacing: -.15px;margin-top: 8px;width: 70%;padding-left: 15%;padding-right: 15%;text-align: center;"><a
href="https://substack.com/redirect/68c1aa1b-403e-4eee-9cf2-dd8127b1aa0c?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA"
style="text-decoration: underline;"
moz-do-not-send="true">https://www.cbsnews.com/news/new-photos-damage-u-s-kuwait-saudi-arabia-iran-drone-missile-attacks</a></figcaption></figure>
</div>
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;"><strong><a
href="https://substack.com/redirect/9f2a7aa7-e0e4-45ef-9014-7b1e8f339a58?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA"
style="color: #51b4e9;text-decoration: none;"
moz-do-not-send="true">Mario Nawfal reports
the list of destroyed assets</a></strong><span>:
</span></p>
<blockquote
style="border-left: 4px solid #51b4e9;margin: 20px 0;padding: 0;">
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);margin-left: 20px;line-height: 26px;font-size: 16px;"><em><span><span>Active
service members sent the images
anonymously. </span><br>
<br>
</span><strong><span>One soldier's words:
"We're not defending these bases. We're
just watching them get destroyed."</span></strong><span><br>
<br>
<span>What the photos reportedly show:</span><br>
<br>
<span>-Prince Sultan Air Base, Saudi Arabia:
an </span></span><strong><span>E-3 Sentry
with its tail severed</span></strong><span><span>
from a charred fuselage</span><br>
<br>
<span>-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</span><br>
<br>
<span>-Camp Buehring, Kuwait: rows of
trailers destroyed at the main staging
area for Army ground troops and armor</span><br>
<br>
<span>-Camp Buehring: vehicles burned out in
the open</span><br>
<br>
<span>-Camp Arifjan, Kuwait: structural
damage to a building at the largest
American logistics hub in the region</span><br>
<br>
<span>-The IG counted nearly 60 aircraft
lost and $3.7 billion in equipment across
eight countries.</span><br>
<br>
<span>Hegseth called the missiles that
killed six at Shuaiba "squirters," a word
for the odd one that slips past a working
defense.</span><br>
<br>
<span>These photos say the defense isn't
working, and the people inside the wire
know it.</span><br>
<br>
<span>Source: CBS News / Writer: Daniel</span></span></em></p>
</blockquote>
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">Compilation
of the \u201cleaks\u201d:</p>
<div
class="video-player-with-background is-static video-player-wrapper"
role="region" aria-label="Video player"
style="flex-grow: 1;font-size: 16px;line-height: 26px;margin-top: 0.5em;"><a
class="video-player video-player-with-background"
href="https://substack.com/redirect/f14e2e9f-a908-40cd-8a4d-2f9e203be32e?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA"
style="position: relative;display: block;width: 100%;cursor: pointer;background-color: rgb(0,0,0);height: auto;border-radius: 8px;padding-bottom: 0"
moz-do-not-send="true"><img
class="video-player-preview" width="550"
src="https://substackcdn.com/image/fetch/$s_!Vz9N!,w_1100,h_618,c_fill,f_auto,q_auto:good,fl_progressive:steep/l_play_button_usfui2,w_144,e_colorize:0/https%3A%2F%2Fsubstack-video.s3.amazonaws.com%2Fvideo_upload%2Fpost%2F215748453%2F77825896-975a-41fc-896f-a3ec1ebc6c90%2Ftranscoded-00001.png"
data-component-name="VideoPlayer-PreviewImg"
data-testid="video-player-static-preview-image"
style="border: none !important;vertical-align: middle;display: block;-ms-interpolation-mode: bicubic;max-width: 100%;height: auto;margin: 0 auto;top: 0;left: 0;width: 100%;max-height: 100%;background: black;cursor: pointer;object-fit: contain;position: relative;border-radius: 8px;"
moz-do-not-send="true"></a></div>
<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">A
new Pentagon report lists the failed war\u2019s
\u201cofficial losses\u201d: </p>
<div class="captioned-image-container-static"
style="font-size: 16px;line-height: 26px;margin: 32px auto;">
<figure style="width: 100%;margin: 0 auto;">
<table class="image-wrapper" width="100%"
border="0" cellspacing="0" cellpadding="0"
data-component-name="Image2ToDOMStatic"
style="mso-padding-alt: 1em 0 1.6em;">
<tbody>
<tr>
<td style="text-align: center;"></td>
<td class="content" align="left"
width="518" style="text-align: center;"><a
class="image-link" target="_blank"
href="https://substack.com/redirect/2e43bbc2-6b9e-46de-8955-360279506ba0?j=eyJ1IjoiNDg0OWljIn0.Y6K1LMhdrJlQZgVGsgH3ZN_uOH6pr27RwbiXoo1LXXA"
style="position: relative;flex-direction: column;align-items: center;padding: 0;width: auto;height: auto;border: none;text-decoration: none;display: block;margin: 0;"
moz-do-not-send="true"><img
data-attrs="{"src":"https://substack-post-media.s3.amazonaws.com/public/images/5670de32-a1e2-4909-a6e5-b7ec7087576c_660x553.png","srcNoWatermark":null,"fullscreen":null,"imageSize":null,"height":553,"width":660,"resizeWidth":518,"bytes":123861,"alt":null,"title":null,"type":"image/png","href":null,"belowTheFold":true,"topImage":false,"internalRedirect":"https://simplicius76.substack.com/i/215748453?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5670de32-a1e2-4909-a6e5-b7ec7087576c_660x553.png","isProcessing":false,"align":null,"offset":false}"
alt="" width="518"
height="434.0212121212121"
src="https://substackcdn.com/image/fetch/$s_!PEWh!,w_518,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5670de32-a1e2-4909-a6e5-b7ec7087576c_660x553.png"
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<p
style="margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size: 16px;">Some
analysts have crunched the numbers and reportedly
derived that Operation Epic Fury\u2019s per-sortie
losses were some of the highest in US history: </p>
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<p
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clear that Iran is only just getting going, and
Trump\u2019s 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\u2019s unprecedented vulnerability has been exposed.
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