Oilprice.com

Liquefied natural gas prices on the spot market are moving higher as demand picks up seasonally and Asian importers are souring on the fuel. European buyers are stepping up purchases, however, despite the price. They have no choice.

Asian demand for liquefied gas is set to decline this month—and over the year—according to analysts. September flows of LNG into Asian countries are estimated at 20.09 million tons by Kpler, which would be down from 22.27 million tons a year ago, and 22.25 million tons a month ago, Reuters’ Clyde Russell reported this week.

At the same time, European LNG imports are on track to increase this month, to 7.98 million tons, rising further to as much as 10.53 million tons in October, as the level of natural gas in storage across the European Union remains substantially below the five-year average for this time of the year.

The shortfall in LNG supply resulting from Qatar’s force majeure was estimated at some 12.8 million tons annually by the country’s energy minister earlier this year. Many are pinning hopes on new U.S. capacity coming on stream soon, but “soon” does not mean “next week,” and this is a problem for gas importers ahead of winter. So, Asia and Europe are again locked in a race for a limited amount of supply.

LNG spot prices are up 150% from February, before the United States and Israel began bombing Iran.

A 150% price surge is no small potatoes for anyone, including the European Union. However, it has no other options. Norway gas imports are already at their peak, Russian pipeline gas is out due to sanctions, and Russian liquefied gas is about to follow come January. So, the EU is importing as much LNG as it can, despite the price.

This is what happened back in the winter of 2022, when European gas companies rushed to buy gas to secure winter supply, the winter turned out mild, demand was lower than expected, and prices dropped, resulting in billions in losses. This scenario is unlikely to repeat this winter, even if it is a mild one, because back in 2022, European countries still had access to some Russian pipeline gas. This year, this is no longer the case.

Meanwhile, in Asia, China is doing with LNG what it did with oil earlier in the year. It is limiting its imports of the superchilled fuel from the spot market and staying with long-term fixed-price and oil-linked contracts—and it’s getting plenty of pipeline gas from Russia, as well.

@americanmajority

NATO 3.0 marches into Copenhagen

...NATO’s Military Committee is meeting in Copenhagen on Friday and Saturday. Chaired by Italian Admiral Giuseppe Cavo Dragone, the Military Committee, which is NATO’s highest military authority, is tasked with turning the bloc’s strategic goals into executable plans. When NATO orders a battlegroup to Lithuania, for example, the Military Committee ensures its tanks will be able to get there across multiple countries’ rail networks, its troops will be supplied and housed, and the deployment will not leave another sector of the bloc’s so-called ‘eastern flank’ unmanned...

Europe will be thrown into a war with Russia. Right after the US squeezes every last drop of potential from Ukrainians. This will never end until the empire is forced to end it. Why would it stop? It all serves imperial interests really well. We are paying a very low price for it all.

@americanmajority

College Democrats protest College Republican students who condemned a student celebrating Charlie Kirk’s murder with a cake

Students at the University of Utah have demanded that the school expel two College Republicans for posting a photo of a student holding a cake celebrating the assassination of Turning Point USA founder Charlie Kirk — with the drama catching the attention of the Department of Justice (DOJ).

On Thursday, September 10th, which marked one year since Kirk’s public murder, a woman reportedly approached students Riley Beesley, the chairman of the school’s College Republicans chapter, and Rylie Barnes, a member of the group, while they hosted a table on campus encouraging voter registration. She presented them with a cake with the words “Happy Kirkiversary” written in red icing, which the students photographed and shared online...

This is the exact type of political theatre that keeps people arguing about stupid shit while both parties just pursue the same imperial agenda.

@americanmajority

Trump: U.S. has entered into agreement with Denmark and Greenland that gives us permanent control over security, all other needs in Greenland - NO COST to U.S.

First of all - no, there is a massive cost to the US. But by "US" I don't mean the imperial managers, I mean you and me. We will pay that price. Secondly, this is not a surprise. Denmark, just like all the other US slave states, pretended to fight with the US, when in fact it was more political theatre. First, presenting maximalist demands only for the actual plan to later seem like a compromise. The Judeo-American empire will continue sucking every drop of blood it can get its filthy fangs on.

@americanmajority

Trump signs new Russia sanctions bill

US President Donald Trump has signed sweeping legislation expanding the sanctions on Russia and authorizing tariffs of up to 100% on major buyers of Russian energy. Moscow warned that additional sanctions would complicate efforts to settle the Ukraine conflict and could further destabilize the energy markets.

In a statement on Friday, the White House announced that Trump approved the Lindsey O. Graham Sanctioning Russia and Iran Act, after the Senate passed it 86-11 in August and the House passed it 262-159 on Wednesday...

I already mentioned this yesterday, but holy shit what's the cope now? Are they going to have another meeting to discuss a "peaceful resolution" and push some more "diplomatic efforts"? Or are the Russians now waiting for the 2028 package of sanctions and proxy wars against them? Is that the new hopium?

@americanmajority

Trump: All 50 states will enjoy Most Favored Nation drug pricing through Medicaid

President Donald Trump has announced that all 50 states will be included in a deal to get “most favored nation” pricing for prescription drugs under Medicaid, which is projected to save state governments $27.6 billion.

In a press release on Friday, the White House touted the sharpest annual drop in prescription drug pricing in more than 60 years. It also said that Trump became the first president to lower drug prices, citing Bureau of Labor Statistics (BLS) Consumer Price Index (CPI) data for the first 19 months of each president’s term since President Richard Nixon’s.

“Official data confirms the largest annual decline in more than 60 years — the steepest drop since 1963 — with prices falling every month of 2026,” the White House stated.

I've already explained why all of this is a lie.

@americanmajority

JPMorgan says 'no end in sight' to US war on Iran as Trump breaches all economic red lines

After six months of the US war on Iran, investment bank JPMorgan Chase's oil analysts have given up on modeling when the war will end, suggesting no relief is in sight from high crude prices that threaten global economic growth, Bloomberg reported on 18 September.

"For the first time since the start of the Iran conflict, we don't have a baseline view," said Natasha Kaneva, head of global commodities strategy, in a Thursday note. "We simply don't know how to model the endgame."

The bank's analysts previously assumed that US President Donald Trump would end the war before several economic "red lines" were crossed: oil above $100 a barrel, gasoline prices near $5 a gallon, and 10-year Treasury yields at 5 percent.

It breaks my heart to see anyone give a fuck about any of it only because gas is more expensive. Not the genocide, not the massacres of random weddings... Gas prices.

@americanmajority

Aramco cuts off crude supplies to European refiners

Saudi Aramco has informed at least two European refiners that they will receive no crude in October under their long-term supply contracts, citing the damage caused by a drone attack on the East-West, Bloomberg reported on 18 September.

According to people briefed on the decision, the cutoff is not limited to the refiners Aramco has notified so far and applies to all of its European buyers.

These customers typically receive Saudi crude every month under term contracts meant to keep supplies steady.

The cutoff has left European refiners scrambling to replace the lost barrels. Poland's Orlen has already issued more than 10 tenders for alternative cargoes, a move that has amounted to panic buying among some Aramco customers.

It's the various Judeo-American empire slave states that'll pay the price of our policies way before we ever will. We will NEVER stop until we will start paying the price as well.

@americanmajority

Oil prices declined on Friday after China, following a request from Saudi Arabia, urged Iran to curb attacks by Ansarallah on Saudi oil infrastructure.

Brent crude futures ended the session at $104.87 a barrel, falling 95 cents, or 0.93%. US West Texas Intermediate crude settled at $100.30 a barrel, down $1.61, or 1.58%.

US retail diesel prices have climbed to a record $6.45 per gallon, according to AAA data, while gasoline is averaging $4.47 per gallon, despite this typically being a period when gas prices are declining.

There you go, this is China. Once you strip away all the copium, this is all China will ever do - help the empire to avoid the consequences of its various wars of aggression. Because selling junk will always be the most important thing to them, no matter how much they virtue signal at the UN meetings.

@americanmajority

This is one of the Israel Lobby's top guys (FDD's Mark Dubowitz) writing explicitly in Miriam Adelson's outlet Israel Hayom (aimed at Jews/Israelis) that the goal of "merging" the US and Israel's militaries is to make America dependent on Israel.

The chutzpah is off the charts.

Zin here:

I very much appreciate Peyton allowing me to post here, considering we have differing opinions on many major issues, but sometimes that makes things more interesting! Anyway, most of my work is on Substack, where Maria and I publish updates on the SMO and geopolitics in general. We work with the Russian journalist Marat Khairullin who gives us a candid look into events and gives an unvarnished perspective of what's happening on the battlefield and in Russia. If you are interested, you can follow here:

https://maratkhairullinarticles.substack.com/

The above clip is from a series called "Welcome, Marat Khairullin!" where Marat discusses the recent visit to Moscow by Kushner and Witkoff.

@americanmajority

Oilprice.com

India’s imports of cheaper Russian crude oil have come under scrutiny in recent days after U.S. lawmakers passed a new sanctions bill against Russia’s energy sector.

The “Lindsey O. Graham Sanctioning Russia and Iran Act of 2026,” which authorizes and expands statutory sanctions, tariffs, and prohibitions on Russia and extends existing sanctions on Iran, was signed into law by U.S. President Donald Trump on Friday.

The law allows the President to potentially impose trade tariffs of up to 100% on countries that are large importers of Russian oil and natural gas.

As one of the biggest buyers of Russian crude oil, India could face tariffs of up to 100% on its goods exported to the United States. Moreover, the potential tariffs could sour trade relations just as New Delhi and Washington have been negotiating a bilateral trade deal for months.

India responded to the U.S. bill, saying it would continue to prioritize its energy security.

India has also made clear “its determination to take all necessary measures to protect its trade and economic interests. Government will work closely with Indian trade and industry bodies to deal with the implications of these developments,” the ministry added.

India’s current dilemma is whether it would need to drastically cut its imports of Russian oil and pay higher prices for alternative supply that would hurt both refiners and consumers, ahead of elections in a few months in several states run by the ruling party of Prime Minister Narendra Modi.

A delay in the implementation of potential U.S. tariffs or only slight tariffs could be manageable for India, but the possibility of tariffs, now authorized by Congress by law, could damage the months-long efforts to secure a U.S.-India trade deal.

“From the perspective of the trade talks, this new legislation couldn't have come at a worse time,” Michael Kugelman, a senior fellow at the Atlantic Council in Washington, told Reuters last week.

@americanmajority

🇨🇦 In Canada, as part of the assisted dying system, a grandmother from a nursing home was euthanized, although she had not requested it.

Now, her relatives claim that the doctors who performed the euthanasia took advantage of her grandmother's vulnerable state to carry out the procedure, which, they say, was done without her consent.

https://heartlandernews.com/canadian-grandmother-euthanized-against-her-will-family-says/

@americanmajority

US intelligence warns Saudi F-35 deal could expose sensitive technology to China

US intelligence officials have warned that a proposed $24 billion sale of F-35 fighter jets to Saudi Arabia could potentially expose sensitive aircraft technology to Chinese espionage, The New York Times reported, citing US officials familiar with internal assessments.

According to the report, intelligence analysts are concerned that China could gain access to F-35 technology through espionage in Saudi Arabia or via Riyadh’s expanding military and security ties with Beijing. A recent Defense Intelligence Agency assessment examined Chinese military access to Saudi bases and the kingdom’s use of Chinese telecommunications equipment, while also questioning whether US and Saudi authorities could adequately secure facilities housing sensitive F-35 systems.

Lol, who cares? It's not like China will do anything with it anyway. Maybe they can incorporate it into their toasters and the shitty cars they're flooding European markets with. That's about it. Or maybe, they can instead "urge" the Saudis not to share anything with them to begin with.

@americanmajority

Israeli army seals last road into West Bank village, trapping 47 Palestinian families

On 19 September, Israeli occupation forces trenched over the last remaining road into the Palestinian village of Khirbet Ras al-Ahmar, southeast of Tubas in the northern occupied West Bank, leaving 47 Palestinian families under total siege.

The trench cut off the last remaining route to the village, a single rough path only suitable for livestock and farm tractors, after the Israeli military had spent over two months blocking all other roads, according to resident Thaer Basharat.

Basharat said the stranglehold on the village has been tightening for roughly three years, and the latest closure has turned it into a “cage” hemmed in by trenches, walls, and military zones.

“The 47 families in the village rely on livestock farming and are now unable to bring in their basic necessities or sheep feed,” he said.

@americanmajority

Cuba plunges into darkness amid nationwide blackout

Cuba has suffered another nationwide blackout, leaving millions without electricity amid severe fuel shortages and US restrictions on oil supplies. It is at least the sixth major outage the island has experienced since the start of the year.

Under a US embargo for decades, Cuba has faced worsening fuel shortages since Venezuela, previously Havana’s main oil supplier, stopped shipments following the US capture of President Nicolas Maduro in January.

US President Donald Trump subsequently declared a national emergency over Cuba, moving to block oil shipments to the island and threatening tariffs against countries that continued supplying it. Trump has repeatedly said he intends to take Cuba “one way or another,” and described regime change there as a “question of time.”

@americanmajority

US "Sells" Air Defense Package to Ukraine, Financed by US and Europe...

Billions in weapons have continued to flow from the US to Ukraine despite campaign promises before 2024 elections and political theater afterwards - including pretending the US is "selling" weapons to Ukraine instead of giving them away, but being bought with money given to Ukraine by the US itself and it's European proxies;

In reality, the US proxy war continues against Russia in Ukraine and billions in US tax payers' money is simply being transferred to US arms manufacturers - while the US president pretends it's somehow benefiting America (and not just billionaire business owners);

Same policy, different packaging. Continuity of agenda...

@brianlovethailand

NOTE: The Russians really should hire Berletic to explain shit to them, since they still don't get it.

Iran War Day 204: Pentagon Says War Has Cost at Least $43.6 Billion

State of the Union: The Washington Post reported that U.S. war deaths exceeded the official Pentagon count, and smoke and flames were observed at Riyadh Airport.

On Friday, U.S. Central Command (CENTCOM) provided Congress with an estimate of the Iran War’s costs. According to CENTCOM, the war has cost $43.6 billion through September 3, with the majority of expenses ($28.1 billion) coming from munitions replacement costs. This figure is likely an underestimate, as it doesn’t appear to include the costs of reopening damaged U.S. facilities in the Mideast or fuel expenses. Although other administration officials have given top-line estimates, this is the first unclassified breakdown of the war’s costs by service and category since hostilities began in February...

This is extremely likely to be an understatement.

@americanmajority

Russian ballistic missile bombardments have knocked out Ukraine’s three remaining large-scale metallurgical plants across the Zaporizhzhia and Dnipropetrovsk regions, effectively halting 90 percent of the country’s domestic steel manufacturing.

Subsequent strikes have systematically targeted the damaged facilities to prevent repair efforts, including a dawn attack on Thursday, Sept. 17, when two Russian ballistic missiles struck the Zaporizhstal metallurgical complex in Zaporizhzhia, marking the fourth missile strike on that facility in five weeks.

“As of today, [Ukraine] no longer has a steel industry,” Oleksandr Vodoviz, head of the office of the chief executive at Metinvest, told the Financial Times. “They knew everything about the plant, they knew exactly where to hit.”

Vodoviz emphasized that the indefinite idling of the three steel complexes directly imperils the livelihood of more than 15,000 employees.

The shutdown threatens severe macroeconomic repercussions for Ukraine’s wartime economy, depriving the state budget of essential corporate tax revenues and foreign currency earnings generated by industrial exports.

To date, Ukraine has lost 70% of its energy production, its sources of coking coal, and now its steel production. Before 2022, Ukraine was a major steel exporter. Now, there is no "Ukrainian economy" left to speak of. It is a hollowed out shell dependent on handouts.

@americanmajority

As Walls Close In, Zelensky Lashes Out

...Actually, the exuberance phase was short-lived, so we’ve been feeling the crapulence since at least mid-July, when President Volodymyr Zelensky axed the popular Defense Minister Mykhailo Fedorov. Days later, he fired Commander-in-Chief Oleksandr Syrskyi and, one day after that, Chief of the General Staff of the Ukrainian Armed Forces Andrii Hnatov.

Wartime presidents don’t strike down their top military leaders when battlefield developments are coming up roses. And following Kiev’s military reshuffle, Russia has only intensified its air attacks, lobbing jet-powered drones at critical infrastructure and firing glide bombs at Ukraine’s eastern strongholds in the strategic “fortress belt.”

Zelensky, just like all the other Europeans including all of Ukraine, are disposable proxies that don't matter to the empire in the slightest.

@americanmajority