Oil in the family

That is a lying, a music title and a requirement for some. You see, the Middle East Monitor gave us yesterday ‘Saudi Aramco cancels October crude allocations to European refiners: Report’ where we see (at https://www.middleeastmonitor.com/20260919-saudi-aramco-cancels-october-crude-allocations-to-european-refiners-report/) “Saudi Aramco informed at least two European refining customers that they will receive no crude oil in October following an attack on the kingdom’s key pipeline to the Red Sea, Bloomberg reported Friday. The decision applies to all European buyers, said the report, citing those familiar with the matter who requested anonymity because the information is not public.” As I personally see it, this is the consequence of making political dances with the Iranian terrorist state and its vessels the Houthi terrorists. This is the outcome of extremism in the Middle East. I feel happy that I at least gave my military IP to Saudi Arabia. It might result in some positivity, or it might not. But when we see “The suspension of the Saudi route prompted some European refiners to seek alternative supplies. Polish refiner Orlen has issued more than 10 tenders since Friday as it moves to secure replacement barrels, said the report. European members of the Organization for Economic Cooperation and Development imported an average of 577,000 barrels per day of Saudi crude in June, according to an International Energy Agency’s latest Oil Market Report.” There is a larger consideration, first is that Canada has a new client in the EU for whatever oil they can deliver and the EU could deliver arms for oil to Saudi Arabia and as I see it, they need a lot more arms and they need to keep Houthi terrorists out of Saudi Arabia. I personally think that something needs to be done about the Iranian likes to Eritrea and deal with these smugglers, but that is merely my limited view. I am still in favour or eradicating Houthi and Iranians and the fact that Iran send drones to Mecca, gives the indications that a lot of muslims will see it my way at present. 

No matter how I see things, it is safe to say that the entire business equation is about to die in 9 days and I reckon that plenty of places will see this setting as ‘disastrous’ and on the upside, with the power dwindles that plants of places are going to see, the entire data center setting is about to be stopped nice and clearly, because with power limitations come all kinds of excess power needs that needs to be dialed down and the power requirements of any data center needs to be set to zero (I refrain from saying absolute zero) but until over a dozen nuclear power plants are complete (which will not happen before 2037, power will be a massive commodity all over Europe. And there is no real indication whether this is a ploy from Saudi Arabia to create a more powerful setting of becoming a Saudi ally, or whatever the need is, but there is a larger setting that is in play and I personally believe that this is about creating a better situation for Saudi Arabia and taking Houthi terrorists and their masters Iran out the equation. I think it is clear that they cannot rely on the United States, those people make claims that Iran was defeated over 30 times and we saw where that was headed from the get go. So as the United States were not willing to put boots on the ground in Yemen, the use of the United States is pretty obsolete and redundant. I cannot see into the power structures of Saudi Arabia, but it seems clear that they have had enough of fake friends. And this its about to get worse, if Pakistan honors the treaty (which requires me to know the text of the treaty, which I do not) there is every chance that Pakistan will come to the military aid of Saudi Arabia. 

The part that is currently unknown is whether this is merely one month delivery, or if it is the start of a lot more. And I remember the oil crises of 1973, when there were no cars on the road on Sunday, only first responders and medical people (on route) were allowed to drive on a Sunday. We could return to this setting, but it might not be enough. I feel for the people of Europe, but Saudi Arabia must do what is best for Saudi Arabia and its people. If this includes stopping oil deliveries to Europe, then that is what must happen. I am not a violent person but eradicating Iranians and Houthis is OK with me. They had their chances and as if they are unwilling to learn, that is on them. 

So, what happens next? I have no idea and likely a lot of people have no idea, but this all started with President Trump starting bombing Iran on February 28th 2026. And I see it as a first priority to ascertain the facts of the drone attack on September 10th 2026. It might be a moot conversation, but as I see it, Houthis (and Yemen in general) lack drone skills as in the fabrication of them, as such as we are given that “No group officially claimed responsibility”, I reckon that they figured on the wrath of hell coming their way, so they aren’t volunteering to paint a target on them. And the setting we are also given “investigations by the Iraqi government indicated that the drones were launched from Iraqi territory (specifically Maysan province), pointing toward a regional armed resistance or splinter group backed by or aligned with regional networks” (source: Al Jazeera) and I am suspecting that Iran backed these terrorists. They have done so before and there will be no denying it. Their word is not to be taken in earnest or even seriously. It strengthens the need for eradication of Iran and there is only so much we can forgive. And this is not about the oil. Iran has been out of control for a long time and that is not on the United States. As we are given “Sparked by severe economic collapse, inflation, and a crash of the Iranian rial, protests spread across all 31 provinces. The state unleashed a militarized crackdown on January 8–9, 2026, marking what UN and human rights organizations reported as the deadliest protest suppression since 1979, with thousands unlawfully killed by security forces” (source: UN Human rights center) and the setting that they attacked Saudi Arabia and the UAE under false premises is a passing of a red line so wide that we need to consider any option to stop Iran and it puts eradication on the table.

You might think me inhumane, but Iran did this to themselves and a response is now needed and if it is inhumane, so mote it be. So is it me, or are we entering a much worse situation in the Middle East? There is no way I can tell, because I am not even close to an expert on Middle Eastern matters. I have other abilities, so no regrets on that side. 

As matters are about to get worse, make sure you see your strengths and cash in on this. Have a great day today.