NOW – Hegseth confirms the Pentagon is seeking about $200,000,000,000 billion for the Iran War: "It takes money to kill bad guys." pic.twitter.com/vv2GqeD9Da

— Disclose.tv (@disclosetv) March 19, 2026

.@SecScottBessent: In the coming days, we may unsanction the Iranian oil that's on the water. It's about 140 million barrels, so depending how you count it, that's 10 days to 2 weeks of supply, that the Iranians had been pushing out, that would have all gone to China. In essence,… pic.twitter.com/BFaLu1NzSJ

— Rapid Response 47 (@RapidResponse47) March 19, 2026

Imagine winning the Presidency in 2016 on a campaign to make America great again. Then you find out that our government is actually run by a Deep State cabal led by Israel and the Rothschilds.

You lose your reelection due to voter fraud to a vegetable. America descends into chaos and economic collapse.

You then win your second term where you are controlled by Israel. MAGA transforms into MIGA. You start WWIII and realize that you were misled, your legacy destroyed and are abandoned by every other country in the world (including Israel).

You also realize that Congress and the judiciary are aligned against you. You alienate and attack the people who were your allies, watched Charlie Kirk get assassinated and covered up, and protected the people exposed by the Epstein files.

Your options are limited at this point. The Republicans will throw the midterms and the rest of your tenure will be mired in impeachments and Congressional roadblocks. Or you can step down and let Vance get us out from under Israeli control.

The people are watching and waking up. We will not fight for Israel and we will not forgive or forget the people responsible for overthrowing the Republic.

I asked Grok to consider the impact from Iranian attacks on all energy production and the shutdown of the Saudi Arabian port Yanbu on the Red Sea in the past 24 hours.

Analysis:

No major new upstream crude oil production has been taken offline by Iran in the past 24 hours.

Iran’s retaliatory strikes (March 18–19, 2026) have instead targeted downstream refining, gas processing, LNG export hubs, and export infrastructure — hitting physical “molecules” exactly as Jeff Currie described. Here is the full picture across all energy types, including the Saudi Red Sea port:

New Strikes in the Past 24 Hours

Qatar Ras Laffan LNG Industrial City (world’s largest LNG hub): Ballistic missiles caused “extensive damage” and “sizeable fires.” Facilities shut down. This is ~20% of global LNG supply (Qatar’s full ~77 mtpa output now offline). Already strained by the war, this is a fresh, severe global gas shock.

Saudi Arabia – Yanbu Red Sea Port & SAMREF Refinery: Drone struck the SAMREF refinery (~400k bpd refining capacity); ballistic missile targeted the port itself (intercepted). Yanbu is Saudi Aramco’s key alternative export outlet since Hormuz closed — the East-West pipeline reroutes millions of barrels here as “Plan B.” Damage reported as minimal; port operations have resumed per industry sources, but refinery assessment is ongoing and loadings were briefly disrupted.

UAE – Habshan gas facilities & Bab oilfield: Hit by debris/missiles; facilities shut down. Bab field produces Murban crude blend (oil impact secondary to gas).

Kuwait – Mina al-Ahmadi & Mina Abdullah refineries: Fires and damage reported (combined ~1+ million bpd refining capacity affected regionally).

Cumulative Context (All Energy Production)

The Strait of Hormuz closure (ongoing since early March) remains the dominant factor — ~20 million bpd of regional oil & LNG trapped. Iran’s latest strikes compound this:

Crude oil:

IEA estimates ~8 million bpd global supply reduction in March from forced curtailments/storage issues across Saudi, UAE, Kuwait, etc. No new upstream field shut-ins today.
Refining capacity: Up to 2 million bpd Gulf refining under threat or cut (Rystad Energy); several facilities now burning from direct hits.

Natural gas & LNG: Qatar’s entire output halted → 20% of world LNG offline. Additional UAE/Saudi gas plants impacted.

Red Sea route vulnerability:

Yanbu was the main workaround for Saudi oil (pipeline capacity ~5–7 million bpd, actual reroute ramping to millions). The strike shows even this lifeline is now at risk, though not fully shut down.

Bottom line: In the last 24 hours, Iran added no new crude production shut-ins but delivered fresh blows to LNG (major global hit), refining (~1–2 million bpd equivalent impacted regionally), and the Red Sea export pivot (Yanbu partially affected but recovering). The total physical disruption (Hormuz + strikes) is already the largest supply shock in modern oil-market history per the IEA — exactly the “unprintable molecules” reality Currie warned about.

Events are fluid; no single-day “X million bpd crude” number from upstream fields today. Physical markets are reacting faster than paper futures.

🚨OIL UNDERPRICED BY FINANCIAL MARKETS

Goldman’s Jeff Currie says 'paper' crude oil near $100 is disconnected from physical markets trading barrels between $130 and $170, with refined products above $200.

A clear disconnect between paper and physical oil trade. pic.twitter.com/Tzoy4AnLZq

— Coin Bureau (@coinbureau) March 19, 2026

From Grok:

The “unprintable molecules” line comes straight from Jeff Currie (ex-Goldman, now Carlyle) & James Gutman.In their March 17 article “You Can’t Print Molecules”:

Paper futures ~$100/bbl
Physical Asia crude: $130–$170+
Refined products: $200+

Key quote: “You cannot borrow molecules from the future.”

You can print money & contracts.
You cannot print real hydrocarbon molecules.

Full piece: https://www.carlyle.com/carlyle-compass/you-cant-print-molecules

(Builds on their earlier “A Crude Awakening” report)

On March 17, Iran exported over 4mm barrels of oil, double the pre-war average. pic.twitter.com/0NFhLrldFH

— zerohedge (@zerohedge) March 19, 2026

💥BREAKING: IRAN SAYS IT HAS TARGETED SAUDI ARABIA’s YANBU OIL TERMINALS IN THE RED SEA⚠️

If confirmed, a day of massive escalations just went supernova… https://t.co/PIwupf2gtb

— SilverTrade (@silvertrade) March 19, 2026

UPDATE

🇮🇷🇸🇦 NASA FIRMS now confirms an active fire at the Yanbu oil refinery on Saudi Arabia's Red Sea coast, following Iranian claims of a missile strike on the facility.

Iran has hit both coasts of Saudi Arabia and a neighboring Gulf state's crown energy asset in a single day.

Yanbu… pic.twitter.com/zPNuKwN22e

— DD Geopolitics (@DD_Geopolitics) March 19, 2026

*TRUMP: US KNEW NOTHING ABOUT THIS PARTICULAR ATTACK
*TRUMP: NO MORE ATTACKS WILL BE MADE BY ISRAEL ON SOUTH PARS
*TRUMP: IF QATAR'S LNG IS ATTACKED AGAIN, US WILL RETALIATE pic.twitter.com/uTityYIvAy

— zerohedge (@zerohedge) March 19, 2026

Joe Kent on why we actually went to war with Iran. pic.twitter.com/ghoSEW6fLy

— Tucker Carlson (@TuckerCarlson) March 19, 2026

Final report for tonight.

QatarGas's Pearl GTL (Gas to liquid) complex is on fire, so it is quite likely that its ASU (Air separator unit) has been destroyed. These units are extremely expensive and are manufactured in Italy by Linde and SIAD Macchine Impianti. They cost about a… https://t.co/RzCKmb7Sie

— Korobochka (コロボ) 🇦🇺✝️ (@cirnosad) March 18, 2026

🚨Update: Denver International Airport has no power

The trains are down and no way for people to get out of the terminal. https://t.co/RgFAmA65Qv pic.twitter.com/4vYUBwdheO

— Dagnum P.I. (@Dagnum_PI) March 18, 2026

Chief Justice John Roberts, the person in charge of the Supreme Court of the United States, recently stepped forward with a familiar appeal, urging Americans to dial back personal attacks on judges and to show respect for the judiciary. The message landed with a tone of concern, almost paternal, as if the country had suddenly lost its bearings and needed a reminder about decorum.

…

For nearly a decade, a steady stream of rulings from lower federal courts has blocked, delayed, or reshaped executive actions tied to President Donald Trump.

Judges like James Boasberg, chief judge of the U.S. District Court, and Tanya Chutkan, U.S. district judge, both for the District of Columbia, have played central roles in high-profile cases involving Trump-era policies. Their decisions have drawn sharp reactions, not because people suddenly dislike judges, but because the rulings often carry clear political consequences.

Roberts has spent much of his tenure trying to protect the idea that judges operate above politics, saying more than once that there are no “Obama judges” or “Trump judges,” only independent jurists applying the law.

More…

🇮🇷🇶🇦 NASA FIRMS satellite data now corroborates fires at Ras Laffan, Qatar including at the Shell Pearl GTL plant, the world's largest gas-to-liquids facility, and the QatarEnergy Condensate refinery.

MODIS thermal anomaly detections from March 18 show two fire points at 100%… https://t.co/QtxUrueK2X pic.twitter.com/1asn3hPkaj

— DD Geopolitics (@DD_Geopolitics) March 18, 2026

History will look back at this time and see that Iran retaliates to attacks from Israel and the US. They state plainly that if you hit us in this sector, we will hit you in the same manner. Does this seem like an effective strategy for the US if Trump is looking for a ceasefire?

What is strange is that no one is discussing the consequences of this war. If a ceasefire was put in place today, the rebuilding of the destroyed infrastructure will take years to rebuild. Energy, fertilizer, real estate values, helium and chemical precursors for mining are a part of the resupply of the world’s global economy that is impacted. And yet, the powers that want this war seem to be fixated on a conflagration that will completely reshape the power and economic structure for the world.

⚡️⚡️BREAKING

Missile strikes on Aramco refinery in the capital of Saudi Arabia pic.twitter.com/qvq3OFCoGY

— Iran Observer (@IranObserver0) March 18, 2026

This is not verified.