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The math of a global energy coup
I've been thinking.
18% Venezuela + 12% Iran + 16% Saudi.
Control this 45%, control the world.
Trump's masterplan...
The strategy unfolding across the global energy landscape suggests a calculated move to rejuvenate the Petrodollar and dismantle the rising influence of the Petroyuan. At the center of this geopolitical chessboard is China, relying on imports for 70% of its oil.
Approximately 45% of the world’s proven oil reserves are concentrated in just three nations: Venezuela, Saudi Arabia, and Iran. For years, China successfully bypassed the US hegemony by securing 90% of Iran's oil exports and 70% of Venezuela’s, settling these massive transactions in Yuan rather than the US Dollar.
This is where the calculation shifts from diplomacy to a hardline energy coup. By targeting the leadership and stability of the Maduro regime in Venezuela and systematically neutralizing Iranian influence, the US aims to bring 45% of the world's oil reserves under its sphere of influence.
The Economic Chokepoint
The objective is to ensure that the $27 trillion worth of resources held by Iran and Venezuela must effectively pass through Washington’s regulatory and financial gates before they reach global markets.
The impact on Beijing is immediate and devastating:
1. Loss of cheap energy: China lost upwards of 2 million barrels per day, nearly 20% of its total imports in a matter of months
2. Market vulnerability: For the first time in decades, China is forced to purchase energy at standard market rates, priced in USD, ending the short era of Petroyuan.
3. Industrial stagnation: Without subsidized energy, the pillars of Chinese power crumble. AI data centers, massive manufacturing hubs, and military logistics all require immense, affordable power.
The Grand Strategy
This isn't just about regional regime change; it is a masterplan to cripple a superpower rival. By controlling the energy faucet, the US regains the leverage to dictate the pace of China’s growth.
If this manoeuvres succeeds, it will be remembered as the most greatest energy coup in history, a total reassertion of American dominance over the lifeblood of the global economy.
We are currently in the thick of this transition.
If the US maintains this pressure, the Petrodollar doesn't just survive; it evolves into an inescapable net for any nation attempting to challenge the existing financial order.