Trump's Iran Strike Was a Targeted Hit on China's Economy

Mar 9, 2026

• The US strike on Iran's leadership was not just about Iran but a targeted economic attack on China, according to Peter St Onge.
• Prior to the strike, China was buying 90% of Iran's sanctioned oil exports at a steep discount.
• Iran, Venezuela, and Russia together provided 40% of China's oil imports, giving its manufacturing sector a critical cost advantage.
• By removing Iran and Venezuela as sources of cheap oil, the US forces China to bid for more expensive Russian supply.
• This move could drive up China's energy costs, exacerbating its overcapacity and real estate crises.
• The strategic aim is to force China to outbid other buyers, like India, for Russian oil.
• Peter St Onge notes China had been a big beneficiary of the Ukraine war, buying discounted Russian oil and gas that used to go to Europe.

Iran's Only Card: Why the Strait of Hormuz Threat Is Aimed at China

Mar 4, 2026

• Iran's threat to close the Strait of Hormuz is specifically aimed at pressuring China, which buys 80-90% of Iranian crude oil.
• A Hormuz closure would hit China harder than almost any other nation due to its heavy reliance on Iranian oil.

US Aims to Cripple China's Energy, Seize AI in Covert War

Mar 2, 2026

• US foreign policy, particularly actions in the Middle East, primarily aims to strategically undermine China by disrupting its energy supply.
• The ongoing "decoupling" from China shapes current geopolitical moves, viewing events like the Iran conflict through a containment lens.
• The US government increasingly exerts wartime-like control over key private industries, exemplified by its efforts to dictate AI model usage for national security.

Storms and Geopolitics: A New Day for America

Jan 25, 2026

• The U.S. prioritizes homeland security over global threats.
• Recent winter storms are causing widespread disruptions.
• Xi Jinping consolidates military control amid anti-corruption purges.