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Today 12:38:06 PM EDT
[Last Edit: Citadel-SC][Edited] [#1]
Quote History
Originally Posted By DmL5:

We aren't funding Ukraine, and haven't for years. Europe is doing all of the lifting now. Trump is on Putin's side.

Ukraine has been doing all of this damage without any help from us. Imagine if we were still helping them. The war would probably be over by now.
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Originally Posted By DmL5:
Originally Posted By Justinandfreyja:
They absolutely are causing this, shocker. We should have disassociated from the conflict years ago. We’re funding our own getting fucked over. It’s bananas.

We aren't funding Ukraine, and haven't for years. Europe is doing all of the lifting now. Trump is on Putin's side.

Ukraine has been doing all of this damage without any help from us. Imagine if we were still helping them. The war would probably be over by now.

Just about everything you wrote is untrue and easily proved as such. You guys are not even trying anymore, or you actually believe this which is even more sad.
Today 12:38:46 PM EDT
[Last Edit: Foxtrot08][Edited] [#2]
Quote History
Originally Posted By Lou_Daks:

Link to "published article" not loading.
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Originally Posted By Lou_Daks:
Originally Posted By Foxtrot08:



I have been since March.

I have two published articles.  And probably about 1000 posts here on arfcom about the subject.

Link to "published article" not loading.



Because they have my name on them.  


You need to provide your proof.

Because what youyclaiming is in direct opposition of what Mike Wirth, Darren Woods and Wael Sawan have publicly stated.

So, please back yourself up.  


I think they know a thing or two more than you.

Also, plenty of people here can vouch for my articles. As there’s a lot of people who know who I am.

Edit:

The drafts of them are in my big thread. Along with a lot more info.
Direction, not intention, determines destination.

Integrity is the essence of everything successful.
Today 12:41:57 PM EDT
[#3]
Quote History
Originally Posted By Citadel-SC:

Just about everything you wrote is untrue and easily proved as such. You guys are not even trying anymore, or you actually believe this which is even more sad.
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Originally Posted By Citadel-SC:
Originally Posted By DmL5:
Originally Posted By Justinandfreyja:
They absolutely are causing this, shocker. We should have disassociated from the conflict years ago. We’re funding our own getting fucked over. It’s bananas.

We aren't funding Ukraine, and haven't for years. Europe is doing all of the lifting now. Trump is on Putin's side.

Ukraine has been doing all of this damage without any help from us. Imagine if we were still helping them. The war would probably be over by now.

Just about everything you wrote is untrue and easily proved as such. You guys are not even trying anymore, or you actually believe this which is even more sad.

Today 12:42:47 PM EDT
[#4]
Quote History
Originally Posted By Foxtrot08:



Because they have my name on them.  


You need to provide your proof.

Because what youyclaiming is in direct opposition of what Mike Wirth, Darren Woods and Wael Sawan have publicly stated.

So, please back yourself up.  


I think they know a thing or two more than you.

Also, plenty of people here can vouch for my articles. As there’s a lot of people who know who I am.

Edit:

The drafts of them are in my big thread. Along with a lot more info.
View Quote

See the link above about flow through Hormuz, and re-routed oil around Hormuz.  

Nice dodge btw.  Uses "published article" as a response, then refuses to link the article.  lol
Today 12:43:32 PM EDT
[#5]
Quote History

I voted for this.
Today 12:44:27 PM EDT
[Last Edit: Cincinnatus][Edited] [#6]
Quote History
Originally Posted By Lou_Daks:

Again, supply is not the problem.  Refinery capacity is the problem, and the Soviet refineries are getting hammered by the Ukes.
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Originally Posted By Lou_Daks:
Originally Posted By Cincinnatus:
Trump lacks the moral courage to do what will actually help open up oil supplies.

He is paralyzed by fear that he will be to blame.  That paralysis has him indecisive and whining rather than acting.

If we lose control of the House and Senate, it is 100% his fault.  His short-sightedness  and lack of courage will bring his entire agenda to a screeching halt.

Again, supply is not the problem.  Refinery capacity is the problem, and the Soviet refineries are getting hammered by the Ukes.

Nonsense.  What percentage of the world’s diesel comes from Russia?

Is the free flowing Hormuz crude being shipped to Russia to be refined?  lol
"…unrivaled fervor for killing..."
Today 12:46:32 PM EDT
[#7]
Quote History
Originally Posted By juan223:


You can try to shift reality all you want, merely pointing out that Iran is in a war and is lashing out as they fit is just them prosecuting that war. And is not 'cutting off Iran’s economy' a form of 'economic terrorism'?

In our eyes what we do is 'war' and what they do is 'terrorism', and in their eyes we are the ones committing 'terrorism'.   It's a matter of perspective if one is being honest with themselves.

I would not mind seeing Iran nuked, thats hardly being an apologist for Iran.  Their current regime is a major threat to our country and I wouldn't miss them if they just disappeared, but I don't need to add labels to my enemies in order to justify wanting them dead, 'enemy' itself will do just fine.
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Originally Posted By juan223:
Originally Posted By Cincinnatus:


Wow.  You’re an apologist for Iran, now?

Quite the Renaissance Man!  lol



For US?  We are cutting off Iran’s economy, and keeping civilian ships out of harm’s way (harm from Iran)


You can try to shift reality all you want, merely pointing out that Iran is in a war and is lashing out as they fit is just them prosecuting that war. And is not 'cutting off Iran’s economy' a form of 'economic terrorism'?

In our eyes what we do is 'war' and what they do is 'terrorism', and in their eyes we are the ones committing 'terrorism'.   It's a matter of perspective if one is being honest with themselves.

I would not mind seeing Iran nuked, thats hardly being an apologist for Iran.  Their current regime is a major threat to our country and I wouldn't miss them if they just disappeared, but I don't need to add labels to my enemies in order to justify wanting them dead, 'enemy' itself will do just fine.


What is or is NOT “terrorism” is a matter of legal and even dictionary definitions, not “feelings”
"…unrivaled fervor for killing..."
Today 12:52:00 PM EDT
[#8]
Quote History
Originally Posted By Cincinnatus:
Trump lacks the moral courage to do what will actually help open up oil supplies.

He is paralyzed by fear that he will be to blame.  That paralysis has him indecisive and whining rather than acting.

If we lose control of the House and Senate, it is 100% his fault.  His short-sightedness  and lack of courage will bring his entire agenda to a screeching halt.
View Quote


Of course, the Cult will blame it on the Heresy of the “N_T”s.
Today 12:56:44 PM EDT
[Last Edit: Citadel-SC][Edited] [#9]
Quote History
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Originally Posted By DmL5:
Originally Posted By Citadel-SC:
Originally Posted By DmL5:
Originally Posted By Justinandfreyja:
They absolutely are causing this, shocker. We should have disassociated from the conflict years ago. We’re funding our own getting fucked over. It’s bananas.

We aren't funding Ukraine, and haven't for years. Europe is doing all of the lifting now. Trump is on Putin's side.

Ukraine has been doing all of this damage without any help from us. Imagine if we were still helping them. The war would probably be over by now.

Just about everything you wrote is untrue and easily proved as such. You guys are not even trying anymore, or you actually believe this which is even more sad.

https://www.gzeromedia.com/media-library/image.png?id=62213405&width=2400&height=2070


We are giving $400 million annually under USAI and that is nothing compared to the ISR, communication, and targeting assistance we give them, without such, this war would’ve been over by now. So no, your statement is just false. As far as Trump, he’s actually been more aggressive than Biden in authorizing and supporting Ukrainian strikes into Russia. You guys always fall for rhetoric, rhetoric is just that, and if you look at actions, Trump has made no attempt to stop supporting Ukraine or to end the war. He either can’t or won’t or simply doesn’t have the political capital to do so.
Today 1:00:55 PM EDT
[Last Edit: Foxtrot08][Edited] [#10]
Quote History
Originally Posted By Lou_Daks:

See the link above about flow through Hormuz, and re-routed oil around Hormuz.  

Nice dodge btw.  Uses "published article" as a response, then refuses to link the article.  lol
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Originally Posted By Lou_Daks:
Originally Posted By Foxtrot08:



Because they have my name on them.  


You need to provide your proof.

Because what youyclaiming is in direct opposition of what Mike Wirth, Darren Woods and Wael Sawan have publicly stated.

So, please back yourself up.  


I think they know a thing or two more than you.

Also, plenty of people here can vouch for my articles. As there’s a lot of people who know who I am.

Edit:

The drafts of them are in my big thread. Along with a lot more info.

See the link above about flow through Hormuz, and re-routed oil around Hormuz.  

Nice dodge btw.  Uses "published article" as a response, then refuses to link the article.  lol


Re-routing doesn’t mean there is enough.


I’ll take his word.  

https://finance.yahoo.com/energy/articles/chevron-ceo-mike-wirth-warns-181509867.html


Or maybe His word, too.


Yeah His too.


There is not enough crude getting out to non-US refineries.  Not only is there not enough crude getting out, there’s not the proper blend for the ideal throughput for refineries.

This is causing refineries to run less efficiently in other countries.  

Fact of the matter is, Saudi Arabia was only shipping 30-40% of its pre-war volumes.  Which, is not enough.

Total shipments from all gulf countries made up around 12m BPD in July 2026. That’s down from 20M bpd of just crude products, in July of 2025.

So we are 8m bpd in the hole just there alone.

Russian crude exports fell approximately 1m bpd.  Perhaps a little more.  Iran’s exports are effectively 0.  Which is another 1.6m barrels per day.

So we are around 9m to 11m BPD in the hole, currently.  

Hardly “enough” when you’re about 1/10th of global demand, off.  So we are somewhere between 1.6 billion and 2 billion barrels of oil that was in storage, used.  

And certain areas are running out of crude. Which is why we are seeing more finished product shortages.  

Then we can get into the demand for all the other refined / processed products that we are missing 30-50% of.  
Direction, not intention, determines destination.

Integrity is the essence of everything successful.
Today 1:01:59 PM EDT
[#11]
Quote History
Originally Posted By 0311SKI:


Theyre setting up the carpet

Im sure you knew that, which is why most of these discussions are just people latching onto false narratives to promote their own ideology any way they can, desperate to find a way to get outrage and sway opinion.
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Originally Posted By 0311SKI:
Originally Posted By DmL5:
Originally Posted By klinc:
Sounds like Trump should tell Putin to knock the shit off now and act civilized.

Exactly, but Trump is Putin's bitch.

He literally rolled out the red carpet for him in Alaska, and had U.S. service members kneeling on the ground for him. Fucking pathetic.

https://scontent-ord5-2.xx.fbcdn.net/v/t39.30808-6/534696451_1255538076677764_2796550454240758884_n.jpg?stp=dst-jpg_tt6&cstp=mx619x474&ctp=s619x474&_nc_cat=105&ccb=1-7&_nc_sid=833d8c&_nc_ohc=8dBg5kTfiFsQ7kNvwFZmtnD&_nc_oc=Adrm5mvRva_HoaeLdzXGFO12PxR2G7bgPafwnIDGOGLoq3aZQMunQ2NxoFfBJtyjdY0&_nc_zt=23&_nc_ht=scontent-ord5-2.xx&_nc_gid=ELT5-c_WR9mYWzdx4Rnj1A&_nc_ss=7b2a8&oh=00_AQJEkpJcBQfyUgIeqpOYXhiCb3HmF9T-yLoqy3IlYYFR0g&oe=6AB887A2


Theyre setting up the carpet

Im sure you knew that, which is why most of these discussions are just people latching onto false narratives to promote their own ideology any way they can, desperate to find a way to get outrage and sway opinion.


It is cringeworthy to get all outraged over standard diplomatic niceties such as the red carpet. Bad enough we have to hear it from the libtards.
Today 1:04:36 PM EDT
[#12]
Quote History
Originally Posted By Moondog:
Prices didn't go up when Ukraine began going after refineries.  The price spiked when the US got into the "war that's not a war, but it is a war" with Iran.  Russian oil was sanctioned before we went into Iran, and had little impact on the economy.
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Attached File
Today 1:07:51 PM EDT
[#13]
It is for europe.  They're forecast to pay 30% more for US & muslim oil, instead of russian oil this winter.  

Join VCDL.org
Today 1:19:20 PM EDT
[#14]
There is only 1 person's replies in this thread I read with any confidence.  And they're not mine.
Award: 24/365 Most likely to be an appendix.

"Dealing with Congress is like trying to have an adult conversation about the credit card with your alcoholic bi-polar Ukranian import wife."
Today 1:20:55 PM EDT
[Last Edit: DmL5][Edited] [#15]
Quote History
Originally Posted By Citadel-SC:


We are giving $400 million annually under USAI and that is nothing compared to the ISR, communication, and targeting assistance we give them, without such, this war would’ve been over by now. So no, your statement is just false. As far as Trump, he’s actually been more aggressive than Biden in authorizing and supporting Ukrainian strikes into Russia. You guys always fall for rhetoric, rhetoric is just that, and if you look at actions, Trump has made no attempt to stop supporting Ukraine or to end the war. He either can’t or won’t or simply doesn’t have the political capital to do so.
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Originally Posted By Citadel-SC:
Originally Posted By DmL5:
Originally Posted By Citadel-SC:
Originally Posted By DmL5:
Originally Posted By Justinandfreyja:
They absolutely are causing this, shocker. We should have disassociated from the conflict years ago. We’re funding our own getting fucked over. It’s bananas.

We aren't funding Ukraine, and haven't for years. Europe is doing all of the lifting now. Trump is on Putin's side.

Ukraine has been doing all of this damage without any help from us. Imagine if we were still helping them. The war would probably be over by now.

Just about everything you wrote is untrue and easily proved as such. You guys are not even trying anymore, or you actually believe this which is even more sad.

https://www.gzeromedia.com/media-library/image.png?id=62213405&width=2400&height=2070


We are giving $400 million annually under USAI and that is nothing compared to the ISR, communication, and targeting assistance we give them, without such, this war would’ve been over by now. So no, your statement is just false. As far as Trump, he’s actually been more aggressive than Biden in authorizing and supporting Ukrainian strikes into Russia. You guys always fall for rhetoric, rhetoric is just that, and if you look at actions, Trump has made no attempt to stop supporting Ukraine or to end the war. He either can’t or won’t or simply doesn’t have the political capital to do so.

lol

The poster I responded to was trying to say the US is the one funding Ukraine. The graph shows that’s bullshit. $400 mil is a teeny tiny drop in the bucket. We’re paying almost nothing. Not even 1% of their funding.
Today 1:22:48 PM EDT
[#16]
Quote History
Originally Posted By DmL5:

lol

The poster I responded to was trying to say the US is the one funding Ukraine. That’s bullshit. $400 mil is a teeny tiny drop in the bucket. We’re paying almost nothing. Not even 1% of their funding.
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I voted for this.
Today 1:25:29 PM EDT
[#17]
Quote History
Originally Posted By Cincinnatus:
Undeniable, cold statement of facts.  You describe that as “righteous chest beating”?

You are irrational.
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Really now? So, communocrats don't want to seize the legislature & jack up fuel prices to manipulate the domestic energy market & force out any & all alternatives to electricity? Well gee, then I guess I shouldn't be concerned about the upcoming midterms. After all, what could go wrong?
Today 1:25:31 PM EDT
[#18]
I’m not going to support sending them money. I will not condemn them for doing the needful to save their country though.

Who saves his country commits no crime.
Today 1:25:58 PM EDT
[#19]
Quote History
Originally Posted By Lou_Daks:

I voted for this.
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Originally Posted By Lou_Daks:
Originally Posted By DmL5:

lol

The poster I responded to was trying to say the US is the one funding Ukraine. That’s bullshit. $400 mil is a teeny tiny drop in the bucket. We’re paying almost nothing. Not even 1% of their funding.

I voted for this.

Regardless, we’re further in debt than we’ve ever been in history. You voted for that? Congrats.
Today 1:27:21 PM EDT
[#20]
Quote History
Originally Posted By Cincinnatus:

Ukraine’s targeting of Russian energy infrastructure inside of Russia is just and an appropriate and necessary part of fighting Russia.

Iran’s threatening and attacking of civilian commercial shipping in the Persian Gulf and through Houthi proxies in the Red Sea are illegal acts and considered war crimes.

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Originally Posted By Cincinnatus:
Originally Posted By Master_Blaster:
Perhaps:

https://www.youtube.com/watch?v=d1RibAr9kPg

Diesel Crisis and Market Impact: Walsh argues that Ukraine's targeting of Russian fuel refineries is causing a surge in global diesel prices (6:48 - 7:25), noting that diesel is essential for transportation and logistics. This shift is also affecting gasoline production as refineries prioritize more profitable diesel output (7:50 - 8:46).

Economic and Political Context: The video highlights that gas prices have seen a record-breaking 52% increase during this midterm cycle (12:12 - 12:50). Walsh suggests that the current administration's energy policies and the ongoing support for Zelensky are exacerbating these problems (10:46 - 11:00).

Potential Risks and Failed Solutions: The host warns against government-imposed export bans or price controls on fuel, arguing they would backfire by decreasing domestic production and causing shortages (20:10 - 23:40). He also discusses the depletion of the Strategic Petroleum Reserve (27:48 - 28:51).

Worst-Case Scenario: Citing reports from JP Morgan, the video warns that if global oil inventories reach an "operational stress floor," it could lead to severe energy shortages and economic instability (29:05 - 30:52).

Walsh concludes by proposing that the government should prioritize ending the attacks on energy infrastructure and seeking alternative oil sources.

Ukraine’s targeting of Russian energy infrastructure inside of Russia is just and an appropriate and necessary part of fighting Russia.

Iran’s threatening and attacking of civilian commercial shipping in the Persian Gulf and through Houthi proxies in the Red Sea are illegal acts and considered war crimes.


It’s almost like there were economic benefits to the US maintaining stability in Europe through our military presence there, and weakening that presence had predictable results.
Today 1:27:52 PM EDT
[Last Edit: dirtyboy][Edited] [#21]
Quote History

2025–2026 (Slowdown in New Appropriations): According to the Congressional Research Service via Congress.gov, Congress has not approved major new funding streams for the Ukraine response since April 2024, instead drawing down previously appropriated funds (with billions remaining obligated or under review through 2026).

You posted about new aid, not continuing aid.
Today 1:31:14 PM EDT
[#22]
Quote History
Originally Posted By Cincinnatus:

Ukraine's targeting of Russian energy infrastructure inside of Russia is just and an appropriate and necessary part of fighting Russia.

Iran's threatening and attacking of civilian commercial shipping in the Persian Gulf and through Houthi proxies in the Red Sea are illegal acts and considered war crimes.

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Yep

Iran oil infrastructure and ports should be targeted one site at a time until they stop.






Today 1:31:53 PM EDT
[#23]
It'll get worse before it gets worse
I survive purely out of spite.
Today 1:36:07 PM EDT
[Last Edit: DmL5][Edited] [#24]
Quote History
Originally Posted By Tiberius:


It is cringeworthy to get all outraged over standard diplomatic niceties such as the red carpet. Bad enough we have to hear it from the libtards.
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Quote History
Originally Posted By Tiberius:
Originally Posted By 0311SKI:
Originally Posted By DmL5:
Originally Posted By klinc:
Sounds like Trump should tell Putin to knock the shit off now and act civilized.

Exactly, but Trump is Putin's bitch.

He literally rolled out the red carpet for him in Alaska, and had U.S. service members kneeling on the ground for him. Fucking pathetic.

https://scontent-ord5-2.xx.fbcdn.net/v/t39.30808-6/534696451_1255538076677764_2796550454240758884_n.jpg?stp=dst-jpg_tt6&cstp=mx619x474&ctp=s619x474&_nc_cat=105&ccb=1-7&_nc_sid=833d8c&_nc_ohc=8dBg5kTfiFsQ7kNvwFZmtnD&_nc_oc=Adrm5mvRva_HoaeLdzXGFO12PxR2G7bgPafwnIDGOGLoq3aZQMunQ2NxoFfBJtyjdY0&_nc_zt=23&_nc_ht=scontent-ord5-2.xx&_nc_gid=ELT5-c_WR9mYWzdx4Rnj1A&_nc_ss=7b2a8&oh=00_AQJEkpJcBQfyUgIeqpOYXhiCb3HmF9T-yLoqy3IlYYFR0g&oe=6AB887A2


Theyre setting up the carpet

Im sure you knew that, which is why most of these discussions are just people latching onto false narratives to promote their own ideology any way they can, desperate to find a way to get outrage and sway opinion.


It is cringeworthy to get all outraged over standard diplomatic niceties such as the red carpet. Bad enough we have to hear it from the libtards.

1. It’s not a “standard diplomatic nicety” to welcome a mass murderer like that. Maybe in China or North Korea. Nowhere else.

2. Trump has been praising Putin and attacking Zelensky for years. It’s not a one-off for him. Ukraine is his go-to scapegoat and Putin is his idol. When Putin first invaded, Trump went on TV and praised it as “genius” and “amazing.” Doesn’t look so genius for that dipshit now.
Today 1:37:55 PM EDT
[Last Edit: Lou_Daks][Edited] [#25]
Quote History
Originally Posted By Foxtrot08:


Re-routing doesn’t mean there is enough.


I’ll take his word.  

https://finance.yahoo.com/energy/articles/chevron-ceo-mike-wirth-warns-181509867.html


Or maybe His word, too.


Yeah His too.


There is not enough crude getting out to non-US refineries.  Not only is there not enough crude getting out, there’s not the proper blend for the ideal throughput for refineries.

This is causing refineries to run less efficiently in other countries.  

Fact of the matter is, Saudi Arabia was only shipping 30-40% of its pre-war volumes.  Which, is not enough.

Total shipments from all gulf countries made up around 12m BPD in July 2026. That’s down from 20M bpd of just crude products, in July of 2025.

So we are 8m bpd in the hole just there alone.

Russian crude exports fell approximately 1m bpd.  Perhaps a little more.  Iran’s exports are effectively 0.  Which is another 1.6m barrels per day.

So we are around 9m to 11m BPD in the hole, currently.  

Hardly “enough” when you’re about 1/10th of global demand, off.  So we are somewhere between 1.6 billion and 2 billion barrels of oil that was in storage, used.  

And certain areas are running out of crude. Which is why we are seeing more finished product shortages.  

Then we can get into the demand for all the other refined / processed products that we are missing 30-50% of.  
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Well, we may be closer to agreement than you think which might disappoint you. Nobody - literally no one - has said that supply is what it was pre-Iran War.  Supply IS growing.  It's reflected in price.  Right now, it's in the low-mid 90s.  I trust markets to tell me what's up, not random posts in GD.  In May it was $114.

https://www.macrotrends.net/datasets/1369/crude-oil-price-history-chart

I also trust the stock market to tell me how energy prices are affecting stock prices.  For people who follow, we have had several ATHs in the stock market since the Iran kerfuffle.  What this tells me is that the market wants to run, it is running, and oil prices are a drag - but not a major drag - on the market.  Oil prices are one indicator.  They are simply one metric among many to gauge the health of the economy.

Stock prices are forward looking.  Stock prices tell me there is confidence in the market moving forward.  To some dgeree, energy prices are holding it back.  It will get resolved.  It always does.  That's my bet, and I have serious money riding on it.  

Further, gas prices adjusted for inflation are pretty good compared to the Obama years.  Here:
https://www.inflationtool.com/adjusted-prices/us-gasoline

All this doooooom about oil prices is just that - typical GD doooom mongering.

So you do you.  Also, you could copy pasta your "published article" and remove your name so we could verify your claim.  I will resist the temptation to find you, you have my word on it.
Today 1:39:13 PM EDT
[#26]
Quote History
Originally Posted By DmL5:

Yes, they're kneeling to set up a red carpet for a murderous dictator who has international warrants for his arrest. Do you think that makes it better?

It's weak as fuck, and totally clear which side Trump is on.
View Quote



Holy shit. You're serious.  


"I miss the days of being able to shoot all commies" G.B.
Today 1:39:56 PM EDT
[#27]
Quote History
Originally Posted By FreefallRet:
Yep

Iran oil infrastructure and ports should be targeted one site at a time until they stop.
View Quote

Everyone knows that's not happening, & why.
Today 1:41:38 PM EDT
[#28]
Quote History
Originally Posted By DmL5:

1. It’s not a “standard diplomatic nicety” to welcome a mass murderer like that. Maybe in China or North Korea. Nowhere else.

2. Trump has been praising Putin and attacking Zelensky for years. It’s not a one-off for him. Ukraine is his go-to scapegoat and Putin is his idol. When Putin first invaded, he praised it as “genius” and “amazing.” Doesn’t look so genius for that dipshit now.
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Did you not see the epic smackdown of Zelensky in the Oval a couple years ago?  It was done in full public view during a presser.  OMG, it was wonderful.

This is not to say I like Pootsky.  I despise the man.  But I despise Zelensky less.

Let them fight.
Today 1:41:50 PM EDT
[#29]
Quote History
Originally Posted By Lou_Daks:

Well, we may be closer to agreement than you think which might disappoint you. Nobody - literally no one - has said that supply is what it was pre-Iran War.  Supply IS growing.  It's reflected in price.  Right now, it's in the low-mid 90s.  I trust markets to tell me what's up, not random posts in GD.  In May it was $114.

https://www.macrotrends.net/datasets/1369/crude-oil-price-history-chart

I also trust the stock market to tell me how energy prices are affecting stock prices.  For people who follow, we have had several ATHs in the stock market since the Iran kerfuffle.  What this tells me is that the market wants to run, it is running, and oil prices are a drag - but not a major drag - on the market.  Oil prices are one indicator.  They are simply one metric among many to gauge the health of the economy.

Stock prices are forward looking.  Stock prices tell me there is confidence in the market moving forward.  To some dgeree, energy prices are holding it back.  It will get resolved.  It always does.  That's my bet, and I have serious money riding on it.  

Further, gas prices adjusted for inflation are pretty good compared to the Obama years.  Here:
https://www.inflationtool.com/adjusted-prices/us-gasoline

All this doooooom about oil prices is just that - typical GD doooom mongering.

So you do you.  Also, you could copy pasta your "published article" and remove your name so we could verify your claim.  I will resist the temptation to find you, you have my word on it.
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Quote History
Originally Posted By Lou_Daks:
Originally Posted By Foxtrot08:


Re-routing doesn’t mean there is enough.


I’ll take his word.  

https://finance.yahoo.com/energy/articles/chevron-ceo-mike-wirth-warns-181509867.html


Or maybe His word, too.


Yeah His too.


There is not enough crude getting out to non-US refineries.  Not only is there not enough crude getting out, there’s not the proper blend for the ideal throughput for refineries.

This is causing refineries to run less efficiently in other countries.  

Fact of the matter is, Saudi Arabia was only shipping 30-40% of its pre-war volumes.  Which, is not enough.

Total shipments from all gulf countries made up around 12m BPD in July 2026. That’s down from 20M bpd of just crude products, in July of 2025.

So we are 8m bpd in the hole just there alone.

Russian crude exports fell approximately 1m bpd.  Perhaps a little more.  Iran’s exports are effectively 0.  Which is another 1.6m barrels per day.

So we are around 9m to 11m BPD in the hole, currently.  

Hardly “enough” when you’re about 1/10th of global demand, off.  So we are somewhere between 1.6 billion and 2 billion barrels of oil that was in storage, used.  

And certain areas are running out of crude. Which is why we are seeing more finished product shortages.  

Then we can get into the demand for all the other refined / processed products that we are missing 30-50% of.  

Well, we may be closer to agreement than you think which might disappoint you. Nobody - literally no one - has said that supply is what it was pre-Iran War.  Supply IS growing.  It's reflected in price.  Right now, it's in the low-mid 90s.  I trust markets to tell me what's up, not random posts in GD.  In May it was $114.

https://www.macrotrends.net/datasets/1369/crude-oil-price-history-chart

I also trust the stock market to tell me how energy prices are affecting stock prices.  For people who follow, we have had several ATHs in the stock market since the Iran kerfuffle.  What this tells me is that the market wants to run, it is running, and oil prices are a drag - but not a major drag - on the market.  Oil prices are one indicator.  They are simply one metric among many to gauge the health of the economy.

Stock prices are forward looking.  Stock prices tell me there is confidence in the market moving forward.  To some dgeree, energy prices are holding it back.  It will get resolved.  It always does.  That's my bet, and I have serious money riding on it.  

Further, gas prices adjusted for inflation are pretty good compared to the Obama years.  Here:
https://www.inflationtool.com/adjusted-prices/us-gasoline

All this doooooom about oil prices is just that - typical GD doooom mongering.

So you do you.  Also, you could copy pasta your "published article" and remove your name so we could verify your claim.  I will resist the temptation to find you, you have my word on it.



1.  Supply is not growing.


Numbers.


2.  The copy pasta of my articles are in my big thread.

Found https://www.ar15.com/forums/General/Foxtrot08-makes-an-oil-thread-/5-2724893/?page=160&anc=117665438#i117665438

This stuff starts on like page 38-39.

Lots of information there I’ve posted. Including the copy’s of my articles.


Again, I love the newly minted energy experts.

I kinda do this for a living…. For a while.
Direction, not intention, determines destination.

Integrity is the essence of everything successful.
Today 1:42:41 PM EDT
[#30]
Quote History
Originally Posted By Lou_Daks:

Did you not see the epic smackdown of Zelensky in the Oval a couple years ago?  It was done in full public view during a presser.  OMG, it was wonderful.

This is not to say I like Pootsky.  I despise the man.  But I despise Zelensky less.

Let them fight.
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Originally Posted By Lou_Daks:
Originally Posted By DmL5:

1. It’s not a “standard diplomatic nicety” to welcome a mass murderer like that. Maybe in China or North Korea. Nowhere else.

2. Trump has been praising Putin and attacking Zelensky for years. It’s not a one-off for him. Ukraine is his go-to scapegoat and Putin is his idol. When Putin first invaded, he praised it as “genius” and “amazing.” Doesn’t look so genius for that dipshit now.

Did you not see the epic smackdown of Zelensky in the Oval a couple years ago?  It was done in full public view during a presser.  OMG, it was wonderful.

This is not to say I like Pootsky.  I despise the man.  But I despise Zelensky less.

Let them fight.

Yes, I saw it. That’s exactly what I’m saying. Trump is Putin’s bitch. And Zelensky is the scapegoat for his shitty mistakes.
Today 1:42:55 PM EDT
[#31]
Holy shit. The NT doom monkeys are out in full force and hungover on their own stupidity.
Today 1:44:32 PM EDT
[#32]
Quote History
Originally Posted By Master_Blaster:

Everyone knows that's not happening, & why.
View Quote

This is correct.  Iran's oil infrastructure wasn't built in a day, although it could be destroyed in hours.  There's a reason for this but GD is not known for 2nd or 3rd order thinking.

Q: Why didn't Trump just take out Venezuela's oil infrastructure to neuter Maduro?  Huh.  It's a mystery for GD to ponder.
Today 1:44:54 PM EDT
[#33]
Quote History
Originally Posted By Citadel-SC:


We are giving $400 million annually under USAI and that is nothing compared to the ISR, communication, and targeting assistance we give them, without such, this war would've been over by now. So no, your statement is just false. As far as Trump, he's actually been more aggressive than Biden in authorizing and supporting Ukrainian strikes into Russia. You guys always fall for rhetoric, rhetoric is just that, and if you look at actions, Trump has made no attempt to stop supporting Ukraine or to end the war. He either can't or won't or simply doesn't have the political capital to do so.
View Quote
Who wants the war to end? We can see Russia destroyed and not a single American life lost.

Putin can end his pain now and call for a full withdraw, yet he won't.


Today 1:46:49 PM EDT
[#34]
Quote History
Originally Posted By akrado:
It is for europe.  They're forecast to pay 30% more for US & muslim oil, instead of russian oil this winter.  

View Quote
Lol they have windmills and EVs, they will be fine.


Today 1:47:30 PM EDT
[#35]
Quote History
Originally Posted By DmL5:

Yes, I saw it. That’s exactly what I’m saying. Trump is Putin’s bitch. And Zelensky is the scapegoat for his shitty mistakes.
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Quote History
Originally Posted By DmL5:
Originally Posted By Lou_Daks:
Originally Posted By DmL5:

1. It’s not a “standard diplomatic nicety” to welcome a mass murderer like that. Maybe in China or North Korea. Nowhere else.

2. Trump has been praising Putin and attacking Zelensky for years. It’s not a one-off for him. Ukraine is his go-to scapegoat and Putin is his idol. When Putin first invaded, he praised it as “genius” and “amazing.” Doesn’t look so genius for that dipshit now.

Did you not see the epic smackdown of Zelensky in the Oval a couple years ago?  It was done in full public view during a presser.  OMG, it was wonderful.

This is not to say I like Pootsky.  I despise the man.  But I despise Zelensky less.

Let them fight.

Yes, I saw it. That’s exactly what I’m saying. Trump is Putin’s bitch. And Zelensky is the scapegoat for his shitty mistakes.


The US just approved 2.6 billion in more anti-air systems to Ukraine.  Trump will blast someone publicly then help them on the down low.  Just like hes about to give Xi a grand visit to the US then rip him on Twitter a week later.

Politics is theater.
When the going gets tough, the tough go cyclic.
Today 1:47:48 PM EDT
[#36]
Quote History
Originally Posted By Foxtrot08:



1.  Supply is not growing.


Numbers.


2.  The copy pasta of my articles are in my big thread.

Found https://www.ar15.com/forums/General/Foxtrot08-makes-an-oil-thread-/5-2724893/?page=160&anc=117665438#i117665438

This stuff starts on like page 38-39.

Lots of information there I’ve posted. Including the copy’s of my articles.


Again, I love the newly minted energy experts.

I kinda do this for a living…. For a while.
View Quote

I went to 38-39 as directed.  It has fuqall to do with world oil supplies but is chock full of addititive info., which is interesting but irrelevant wrt global oil supply.  What am I missing?
Today 1:48:45 PM EDT
[#37]
Quote History
Originally Posted By 1Andy2:



Kind of a flimsy comparison.

Iran isn't just attacking American merchant ships.  They're attacking everyone who doesn't pay them tribute.

Yeah, the US sank Japanese merchant ships.  Bit different than threatening to sink every ship in the Pacific that didn't pay tribute.
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There is a de facto state of war between Iran and pretty much everyone else in the region except for the Houthis and some factions in Iraq loyal to Iran. The US attacks their shipping, they attack everyone else’s shipping. That’s been a thing since the Bronze Age. Feigning shock that warring parties attack each other’s shipping is childish.
Today 1:48:48 PM EDT
[#38]
Quote History
Originally Posted By Lou_Daks:

I went to 38-39 as directed.  It has fuqall to do with world oil supplies but is chock full of addititive info., which is interesting but irrelevant wrt global oil supply.  What am I missing?
View Quote View All Quotes
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Quote History
Originally Posted By Lou_Daks:
Originally Posted By Foxtrot08:



1.  Supply is not growing.


Numbers.


2.  The copy pasta of my articles are in my big thread.

Found https://www.ar15.com/forums/General/Foxtrot08-makes-an-oil-thread-/5-2724893/?page=160&anc=117665438#i117665438

This stuff starts on like page 38-39.

Lots of information there I’ve posted. Including the copy’s of my articles.


Again, I love the newly minted energy experts.

I kinda do this for a living…. For a while.

I went to 38-39 as directed.  It has fuqall to do with world oil supplies but is chock full of addititive info., which is interesting but irrelevant wrt global oil supply.  What am I missing?


It’s all there. Hundreds if not thousands of posts.


The world’s current supply of oil is decreasing. Rapidly.
Direction, not intention, determines destination.

Integrity is the essence of everything successful.
Today 1:49:37 PM EDT
[#39]
Quote History
Originally Posted By FreefallRet:
Who wants the war to end? We can see Russia destroyed and not a single American life lost.

Putin can end his pain now and call for a full withdraw, yet he won't.


View Quote

This is in complete control of the Soviets.  They started it.  They can end it.

Pooty has stated on numerous occasions he wants to re-assembled the glories of the Soviet Union.  lol not gonna happen.  He can't even beat a second rate military outfit right on his own border.
Today 1:51:01 PM EDT
[Last Edit: Lou_Daks][Edited] [#40]
Quote History
Originally Posted By Foxtrot08:


It’s all there. Hundreds if not thousands of posts.


The world’s current supply of oil is decreasing. Rapidly.
View Quote

Give me a page, please, wrt to global supplies.  Your additive bona fides have been established.  It's not relevant to global supply at all.

FTR I trust the stock market and oil price to tell me what's up.  I look at trends.  The oil price trend is down lately, but could change.  The stock market price has been great for years (2022 was an exception.)  Recent stock prices are pretty good, too, depsite the upturn in oil price the last 6-7 months.  This is known as"clue" about where the economy wants to go.
Today 1:56:08 PM EDT
[#41]
Quote History
Originally Posted By Lou_Daks:

Give me a page, please, wrt to global supplies.  Your additive bona fides have been established.  It's not relevant to global supply at all.

FTR I trust the stock market and oil price to tell me what's up.  I look at trends.  The oil price trend is down lately, but could change.  The stock market price has been great for years (2022 was an exception.)  Recent stock prices are pretty good, too, depsite the upturn in oil price the last 6-7 months.  This is known as"clue" about where the economy wants to go.
View Quote

The markets have no bearing on reality.
Today 1:56:17 PM EDT
[Last Edit: DmL5][Edited] [#42]
Quote History
Originally Posted By 0311SKI:


The US just approved 2.6 billion in more anti-air systems to Ukraine.  Trump will blast someone publicly then help them on the down low.  Just like hes about to give Xi a grand visit to the US then rip him on Twitter a week later.

Politics is theater.
View Quote View All Quotes
View All Quotes
Quote History
Originally Posted By 0311SKI:
Originally Posted By DmL5:
Originally Posted By Lou_Daks:
Originally Posted By DmL5:

1. It’s not a “standard diplomatic nicety” to welcome a mass murderer like that. Maybe in China or North Korea. Nowhere else.

2. Trump has been praising Putin and attacking Zelensky for years. It’s not a one-off for him. Ukraine is his go-to scapegoat and Putin is his idol. When Putin first invaded, he praised it as “genius” and “amazing.” Doesn’t look so genius for that dipshit now.

Did you not see the epic smackdown of Zelensky in the Oval a couple years ago?  It was done in full public view during a presser.  OMG, it was wonderful.

This is not to say I like Pootsky.  I despise the man.  But I despise Zelensky less.

Let them fight.

Yes, I saw it. That’s exactly what I’m saying. Trump is Putin’s bitch. And Zelensky is the scapegoat for his shitty mistakes.


The US just approved 2.6 billion in more anti-air systems to Ukraine.  Trump will blast someone publicly then help them on the down low.  Just like hes about to give Xi a grand visit to the US then rip him on Twitter a week later.

Politics is theater.

That’s a sale. Europe is buying those from us to give to Ukraine. Which is fine, but the guy I was responding to thinks we’re spending tons of money on Ukraine. It’s just not true.

BTW I’m fine with people saying we shouldn’t be paying for Ukraine’s defense. But the stuff blaming Ukraine for the war is fucking dumb. They’re only defending themselves. The Russians can go home at any time and the war will end.
Today 1:58:12 PM EDT
[#43]
Quote History
Originally Posted By PeepEater:

The markets have no bearing on reality.
View Quote

The market is the sum total of all knowledge.  You can choose to ignore it, but you will be poorer if you do.

But go ahead.  I'm a contrarian, like Warren Buffett.  When you're selling, I'm buying.
Today 1:58:25 PM EDT
[#44]
Quote History
Originally Posted By Foxtrot08:



Because they have my name on them.  


You need to provide your proof.

Because what youyclaiming is in direct opposition of what Mike Wirth, Darren Woods and Wael Sawan have publicly stated.

So, please back yourself up.  


I think they know a thing or two more than you.

Also, plenty of people here can vouch for my articles. As there’s a lot of people who know who I am.

Edit:

The drafts of them are in my big thread. Along with a lot more info.
View Quote

don't write checks you can't cash
Today 1:58:59 PM EDT
[#45]
Quote History
Originally Posted By DmL5:

That’s a sale. Europe is buying those from us to give to Ukraine. Which is fine, but the guy I was responding to thinks we’re spending tons of money on Ukraine. It’s just not true.

I’m fine with people saying we shouldn’t be paying for Ukraine’s defense. But the stuff blaming Ukraine for the war is fucking dumb. They’re only defending themselves. The Russians can go home at any time and the war will end.
View Quote

Correct.  Our aid has been dramtically cut to Ukr and the euros have stepped in.

Good.  I voted for this.
Today 1:59:48 PM EDT
[#46]
Quote History
Originally Posted By AaronR:

don't write checks you can't cash
View Quote

I'm still waiting for the published article on global oil supply.
Today 2:01:15 PM EDT
[#47]
Quote History
Originally Posted By Cincinnatus:

Ukraine’s targeting of Russian energy infrastructure inside of Russia is just and an appropriate and necessary part of fighting Russia.

Iran’s threatening and attacking of civilian commercial shipping in the Persian Gulf and through Houthi proxies in the Red Sea are illegal acts and considered war crimes.

View Quote

X1000000000000
Today 2:07:35 PM EDT
[#48]
Originally Posted By Master_Blaster:
Perhaps:

https://www.youtube.com/watch?v=d1RibAr9kPg

Diesel Crisis and Market Impact: Walsh argues that Ukraine's targeting of Russian fuel refineries is causing a surge in global diesel prices (6:48 - 7:25), noting that diesel is essential for transportation and logistics. This shift is also affecting gasoline production as refineries prioritize more profitable diesel output (7:50 - 8:46).

Economic and Political Context: The video highlights that gas prices have seen a record-breaking 52% increase during this midterm cycle (12:12 - 12:50). Walsh suggests that the current administration's energy policies and the ongoing support for Zelensky are exacerbating these problems (10:46 - 11:00).

Potential Risks and Failed Solutions: The host warns against government-imposed export bans or price controls on fuel, arguing they would backfire by decreasing domestic production and causing shortages (20:10 - 23:40). He also discusses the depletion of the Strategic Petroleum Reserve (27:48 - 28:51).

Worst-Case Scenario: Citing reports from JP Morgan, the video warns that if global oil inventories reach an "operational stress floor," it could lead to severe energy shortages and economic instability (29:05 - 30:52).

Walsh concludes by proposing that the government should prioritize ending the attacks on energy infrastructure and seeking alternative oil sources.
View Quote


Listened to this last night.  He makes a compelling argument.  Frankly, there’s no compelling reason for Ukraine targeting Russian diesel production other than to fuck with the world economy.  

I recommend watching the video, it goes pretty fast.
Today 2:09:08 PM EDT
[#49]
Quote History
Originally Posted By Foxtrot08:


(Snip)….


Again, I love these newly minted energy experts.
View Quote


Yeah, me too.

I just make the schtuff.

Times like these I wish I was paid on commission.

Our little crude distillation unit and our vacuum flasher unit are going down next week for a decoke.

Kinda in conjunction with a cat cracker going down as well.

The other two crude distillation units are already at “full throttle”…with each unit processing 150,000 to 170,000 barrels of raw crude per day.

I have heard some phenomenal numbers via the rumor mill about us being down and the cat cracker being down.  A “lost profit opportunity” of $2,000,000 per day.  Supposedly.

Needless to say, “they” want us up and running fairly quickly.

More back on topic….

The majority of our raw crude that we process comes from the Alberta tar sands.




Today 2:10:05 PM EDT
[#50]
Quote History
Originally Posted By Lou_Daks:

Give me a page, please, wrt to global supplies.  Your additive bona fides have been established.  It's not relevant to global supply at all.
View Quote View All Quotes
View All Quotes
Quote History
Originally Posted By Lou_Daks:
Originally Posted By Foxtrot08:


It’s all there. Hundreds if not thousands of posts.


The world’s current supply of oil is decreasing. Rapidly.

Give me a page, please, wrt to global supplies.  Your additive bona fides have been established.  It's not relevant to global supply at all.



It is completely relevant. The fact you don’t see how everything is connected, again, shows me you have no idea what you’re talking about. Or actually how the O&G industry “works.”

Newly minted energy experts.

I’ve already given you my sources. CEO of Chevron, Shell and Exxon Mobil. All have given multiple warnings of crude shortages.

EIA numbers showing that we are in a deficit.  Over 200M barrels down of crude in the U.S. since this started.  Just the U.S.  


Everything can be third party / independently verified by Jodi production data.  

Then again even with the OPEC monthly report.  

The IEA is still releasing crude at 5-7m bpd.  China is releasing large amounts of their SPR.  

And, as I said. We are down about half through the global SPR storage.

That doesn’t mean there’s more crude oil. It just means we are using the credit card.
Direction, not intention, determines destination.

Integrity is the essence of everything successful.

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