🇺🇸🇮🇷 The ceasefire was supposed to refill the oil stocks. There's one problem: almost none of the oil coming out of the Gulf is headed anywhere near America...
That's the hole EX-CIA Larry Johnson keeps pointing at.
Vance describes the MOU as breathing room to "refill the world's oil economy."
Fine, Larry says, then track the tankers: roughly 90 PERCENT of what's leaving the strait is bound for Asia.
China, South Korea, India.
Even Saudi Aramco's resumed exports, 10 million barrels on five supertankers, are heading east.
Not a drop of it fixes Washington's actual problem.
Because the problem was never gasoline.
It's the heavy sour crude that becomes diesel and jet fuel, the middle distillates.
Trump himself said at the G7 the US had about four weeks of oil left.
Larry walked the calendar forward: the Strategic Petroleum Reserve has been covering the gap since April, the margin is now down to days, and any relief tanker leaving the Gulf today needs 40-plus days to arrive and refine.
Somewhere in between, somebody chooses what gets cut, flights or trucks and tractors.
He also poured cold water on the buildup chatter, pointing out the USS Boxer left San Diego back in March, making the "just arrived" framing months stale, and noting the military planning cells are still working banker's hours.
Meanwhile Iran exports 1.66M barrels a day at a 20 PERCENT premium, spot-on its pre-war level.
His bottom line hasn't moved: restart the bombing and you strangle your own fuel supply.
The math holds Washington hostage more than any missile.
@NewSonof
