Guest Post by Simplicius
Experts all around the world are now declaring that a major fuel crisis is upon us due to the perfect storm of catalysts, which includes Ukraine and Russia’s mutual energy strikes, as well as the sudden flare-up of the Houthi-Iran axis’s targeting of critical Saudi energy infrastructure.
https://www.wsj.com/business/energy-oil/oil-executives-say-the-great-fuel-crisis-is-here-b6b32030
WSJ reports:
The latest driver has been the news that Saudi Arabia is cancelling “crude oil cargoes” to Europe for the rest of September, with rumors now speculating that this will extend into October as well.
The past several days, the Houthis have been launching major strikes on Saudi oil infrastructure sites, which include the Aramco plant at 18.485593, 42.505660 geolocation:
About 500 miles from there the Yasref oil refinery in the Red Sea coast city of Yanbu was also hit:
The Hormuz Letter@HormuzLetter
BREAKING: Yemen’s Houthis appear to have directly struck the YASREF oil refinery in Yanbu on Saudi Arabia’s Red Sea coast this morning, the 400,000 barrel per day Aramco-Sinopec joint venture and one of the Red Sea’s largest diesel exporters. Footage shows a large fire, with …
7:43 AM · Sep 15, 2026 · 478K Views
139 Replies · 1.54K Reposts · 5.7K Likes
Meanwhile, the critical East-West pipeline meant to serve as lifeline to redirect Hormuz crude flows was seen in new Maxar satellite imagery after the attack which disabled it on September 10th. Reportedly, multiple pump stations along the long route were destroyed, making the attack far more severe than initially estimated:
It is unlikely the site will be reopened any time soon. Experts speaking to Reuters estimated several weeks, with some “partial” crude flows possible before then:
https://www.reuters.com/business/en...hreatens-loss-4-global-oil-supply-2026-09-13/
https://www.bloomberg.com/news/arti...e-crisis-with-key-oil-pipeline-shut-for-weeks
However, seeing as how easy the site was to hit, who is to say that the responsible parties—whether they were in Iraq or Yemen—could not simply keep hitting it again?
Now US diesel prices have skyrocketed alarmingly:
The Kobeissi Letter@KobeissiLetter
BREAKING: US diesel prices officially rise to a new record $6.26/gallon, now up over +80% in 9 months. Truck drivers are now paying nearly $3.00 more per gallon for diesel than they were in January. This has pushed average gas prices in California, one of the most expensive…
11:44 AM · Sep 15, 2026 · 195K Views
126 Replies · 369 Reposts · 2.77K Likes
Trump has blamed the diesel crisis on Ukraine’s strikes on Russian diesel refining infrastructure:
What an incoherently lazy, hypocritically unprincipled, and outright churlish foreign policy: “Let them strike what they want, but not diesel for now, because that’s where we’re seeing major shocks!”
This type of short-sighted, bumbling diplomacy is like haphazardly putting out random fires one at a time, all while inadvertently starting new ones. Trump thinks the US can act recklessly hostile against the entire world, unscrupulously supplying weapons to Ukraine to destroy major sectors of Russian infrastructure, ruthlessly attacking Iran, etc., and then wonders why the blowback is starting to poison the domestic economy.
Now global bond yields have skyrocketed for both US and Europe, with US and UK’s 10Y note being highest since 2007, and Germany’s 10Y reportedly highest since 2006:
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:
Both Zelensky and Russian representatives have denied any such ceasefire, and as proof of this, both countries hit the other’s energy sites just this morning.
Russian analyst Victor Leonov shared an interesting theory that proposes Russia and Iran are working hand-in-hand in taking down the Western monetary and economic orders:
I’m not convinced this is such a coordinated operation to “take down capitalism”, but it’s an interesting direction of thought, particularly considering that Iran and Russia are able to bolster their own eastward trade routes while simultaneously stymieing the West’s economic life lines. More likely, Russia and Iran are simply reacting defensively to hurt their opponents at their most sensitive points. Russia was happy to supply energy to the West to keep the Western “capitalist order” churning along, up until Ukraine began to put the pain on Russia’s own energy infrastructure.
Now as of this writing, various reports claim 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:
Faytuks Network@FaytuksNetwork
The Houthis have laid mines in the Bab al-Mandab Strait, a Yemeni military source told German news agency DPA
4:26 PM · Sep 15, 2026 · 29.5K Views
23 Replies · 154 Reposts · 556 Likes
If the reports are true—in conjunction with the wide-scale strikes on Saudi oil infrastructure—it could represent a pronounced campaign to deliver an economic deathblow to the Saudi regime.
One thing is for certain, while Trump continues to treat the Iran conflict as some kind of casual diversion or vanity playground, Iran is taking things to the extreme. For Iran, the conflict is existential, notably demonstrated by two recent items:
First: Reports are circulating that Iran is preparing to mobilize up to one million people for training, for the creation of 1,000 reserve battalions dubbed the “national resistance battalions” in preparation for possible future conflict.
Iran Observer@IranObserver0
JUST IN: All Iranians have Received a SMS Message to Register for Mobilization The Iranian Armed Forces are beginning to train 1,000 new Battalions (about one Million People) The training will not take long, as Iran has Mandatory Military Service for all Men
1:19 AM · Sep 15, 2026 · 536K Views
176 Replies · 1.37K Reposts · 7.76K Likes
In corroborating the above news, Jerusalem Post reports that billboards have been going up all over Iran promoting the joining of the IRGC.
Jerusalem Post writes of the new campaign:
Secondly, Iranian news sources report that a prominent Iranian MP has claimed that an “urgent bill” has been prepared by a group of lawmakers for Iran’s withdrawal from the Nuclear Non-Proliferation Act. The bill reportedly will be voted upon once the parliament’s “presiding board approves it”.
The most striking portion of the MP’s interview is his direct call for Iran to obtain nuclear weapons, given that the US’s aggression has caused this to be an “unavoidable necessity”:
Granted, we must not overreact, as such firebrand lawmakers have come before and the initiative will likely lead nowhere, particularly since Iran’s President Pezeshkian has continued to position himself against the acquiring of nukes. But it all goes to show that Iran’s leaders and people are hardening, solidifying around a unified core, and are treating the US-Israeli axis’s attacks on their country as an existential threat that must be dealt with like a cancer, rather than a vanity show for PR ratings.
In light of this, a series of new photos have been ‘leaked’ by CBS showing never-before-seen scenes of destruction in US bases after Iranian attacks:
https://www.cbsnews.com/news/new-photos-damage-u-s-kuwait-saudi-arabia-iran-drone-missile-attacks
Mario Nawfal reports the list of destroyed assets:
Compilation of the “leaks”:
A new Pentagon report lists the failed war’s “official losses”:
Some analysts have crunched the numbers and reportedly derived that Operation Epic Fury’s per-sortie losses were some of the highest in US history:
It’s clear that Iran is only just getting going, and Trump’s historic blunder has ignited a national renewal that is unlikely to slow ever again, now that the genie has been let out the bottle, and US’s unprecedented vulnerability has been exposed.
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Continue reading...
[ H/T The Burning Platform ]
Experts all around the world are now declaring that a major fuel crisis is upon us due to the perfect storm of catalysts, which includes Ukraine and Russia’s mutual energy strikes, as well as the sudden flare-up of the Houthi-Iran axis’s targeting of critical Saudi energy infrastructure.
https://www.wsj.com/business/energy-oil/oil-executives-say-the-great-fuel-crisis-is-here-b6b32030
WSJ reports:
The latest driver has been the news that Saudi Arabia is cancelling “crude oil cargoes” to Europe for the rest of September, with rumors now speculating that this will extend into October as well.
The past several days, the Houthis have been launching major strikes on Saudi oil infrastructure sites, which include the Aramco plant at 18.485593, 42.505660 geolocation:
About 500 miles from there the Yasref oil refinery in the Red Sea coast city of Yanbu was also hit:
The Hormuz Letter@HormuzLetter
BREAKING: Yemen’s Houthis appear to have directly struck the YASREF oil refinery in Yanbu on Saudi Arabia’s Red Sea coast this morning, the 400,000 barrel per day Aramco-Sinopec joint venture and one of the Red Sea’s largest diesel exporters. Footage shows a large fire, with …
7:43 AM · Sep 15, 2026 · 478K Views
139 Replies · 1.54K Reposts · 5.7K Likes
Meanwhile, the critical East-West pipeline meant to serve as lifeline to redirect Hormuz crude flows was seen in new Maxar satellite imagery after the attack which disabled it on September 10th. Reportedly, multiple pump stations along the long route were destroyed, making the attack far more severe than initially estimated:
It is unlikely the site will be reopened any time soon. Experts speaking to Reuters estimated several weeks, with some “partial” crude flows possible before then:
https://www.reuters.com/business/en...hreatens-loss-4-global-oil-supply-2026-09-13/
https://www.bloomberg.com/news/arti...e-crisis-with-key-oil-pipeline-shut-for-weeks
However, seeing as how easy the site was to hit, who is to say that the responsible parties—whether they were in Iraq or Yemen—could not simply keep hitting it again?
Now US diesel prices have skyrocketed alarmingly:
The Kobeissi Letter@KobeissiLetter
BREAKING: US diesel prices officially rise to a new record $6.26/gallon, now up over +80% in 9 months. Truck drivers are now paying nearly $3.00 more per gallon for diesel than they were in January. This has pushed average gas prices in California, one of the most expensive…
11:44 AM · Sep 15, 2026 · 195K Views
126 Replies · 369 Reposts · 2.77K Likes
Trump has blamed the diesel crisis on Ukraine’s strikes on Russian diesel refining infrastructure:
What an incoherently lazy, hypocritically unprincipled, and outright churlish foreign policy: “Let them strike what they want, but not diesel for now, because that’s where we’re seeing major shocks!”
This type of short-sighted, bumbling diplomacy is like haphazardly putting out random fires one at a time, all while inadvertently starting new ones. Trump thinks the US can act recklessly hostile against the entire world, unscrupulously supplying weapons to Ukraine to destroy major sectors of Russian infrastructure, ruthlessly attacking Iran, etc., and then wonders why the blowback is starting to poison the domestic economy.
Now global bond yields have skyrocketed for both US and Europe, with US and UK’s 10Y note being highest since 2007, and Germany’s 10Y reportedly highest since 2006:
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:
Both Zelensky and Russian representatives have denied any such ceasefire, and as proof of this, both countries hit the other’s energy sites just this morning.
Russian analyst Victor Leonov shared an interesting theory that proposes Russia and Iran are working hand-in-hand in taking down the Western monetary and economic orders:
I’m not convinced this is such a coordinated operation to “take down capitalism”, but it’s an interesting direction of thought, particularly considering that Iran and Russia are able to bolster their own eastward trade routes while simultaneously stymieing the West’s economic life lines. More likely, Russia and Iran are simply reacting defensively to hurt their opponents at their most sensitive points. Russia was happy to supply energy to the West to keep the Western “capitalist order” churning along, up until Ukraine began to put the pain on Russia’s own energy infrastructure.
Now as of this writing, various reports claim 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:
Faytuks Network@FaytuksNetwork
The Houthis have laid mines in the Bab al-Mandab Strait, a Yemeni military source told German news agency DPA
4:26 PM · Sep 15, 2026 · 29.5K Views
23 Replies · 154 Reposts · 556 Likes
If the reports are true—in conjunction with the wide-scale strikes on Saudi oil infrastructure—it could represent a pronounced campaign to deliver an economic deathblow to the Saudi regime.
One thing is for certain, while Trump continues to treat the Iran conflict as some kind of casual diversion or vanity playground, Iran is taking things to the extreme. For Iran, the conflict is existential, notably demonstrated by two recent items:
First: Reports are circulating that Iran is preparing to mobilize up to one million people for training, for the creation of 1,000 reserve battalions dubbed the “national resistance battalions” in preparation for possible future conflict.
Iran Observer@IranObserver0
1:19 AM · Sep 15, 2026 · 536K Views
176 Replies · 1.37K Reposts · 7.76K Likes
In corroborating the above news, Jerusalem Post reports that billboards have been going up all over Iran promoting the joining of the IRGC.
Jerusalem Post writes of the new campaign:
Secondly, Iranian news sources report that a prominent Iranian MP has claimed that an “urgent bill” has been prepared by a group of lawmakers for Iran’s withdrawal from the Nuclear Non-Proliferation Act. The bill reportedly will be voted upon once the parliament’s “presiding board approves it”.
The most striking portion of the MP’s interview is his direct call for Iran to obtain nuclear weapons, given that the US’s aggression has caused this to be an “unavoidable necessity”:
Granted, we must not overreact, as such firebrand lawmakers have come before and the initiative will likely lead nowhere, particularly since Iran’s President Pezeshkian has continued to position himself against the acquiring of nukes. But it all goes to show that Iran’s leaders and people are hardening, solidifying around a unified core, and are treating the US-Israeli axis’s attacks on their country as an existential threat that must be dealt with like a cancer, rather than a vanity show for PR ratings.
In light of this, a series of new photos have been ‘leaked’ by CBS showing never-before-seen scenes of destruction in US bases after Iranian attacks:
https://www.cbsnews.com/news/new-photos-damage-u-s-kuwait-saudi-arabia-iran-drone-missile-attacks
Mario Nawfal reports the list of destroyed assets:
Compilation of the “leaks”:
A new Pentagon report lists the failed war’s “official losses”:
Some analysts have crunched the numbers and reportedly derived that Operation Epic Fury’s per-sortie losses were some of the highest in US history:
It’s clear that Iran is only just getting going, and Trump’s historic blunder has ignited a national renewal that is unlikely to slow ever again, now that the genie has been let out the bottle, and US’s unprecedented vulnerability has been exposed.
Tweet
Continue reading...
[ H/T The Burning Platform ]
