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Jan 21 6 tweets 1 min read
Barzani’s open backing of the YPG marks a clear break from the U.S. line. Over the past week, Mesut Barzani has moved beyond vague Kurdish solidarity and openly aligned himself with the YPG at a moment when Washington is deliberately downgrading it from a strategic asset to a+ disposable liability. This is not accidental. By embracing the YPG despite U.S. distance, Barzani is positioning himself as a would-be leader of a post-American Kurdish configuration. But this is a high-risk gamble: unlike in previous cycles, there is no longer a firm U.S.+
Jan 21 7 tweets 2 min read
Chevron’s final investment decision to expand production at Israel’s Leviathan gas field marks a decisive shift from short-term market opportunism to long-duration energy architecture in the Eastern Mediterranean. By committing capital to lift total output toward 21 bcm per year, Image
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Chevron and its partners are signaling that this basin is no longer treated as a marginal or tactical supply source, but as a structurally integrated component of regional and European gas flows via Egypt’s LNG system. Such a commitment cannot coexist with persistent sovereign+
Dec 19, 2025 7 tweets 2 min read
Ukraine isn’t striking tankers at random.
This is a calculated energy-logistics operation.

Yes, nearly 10 Russian “shadow fleet” tankers have been hit in recent days.
That sounds extreme until you look at who is not being targeted.
+ Key fact:
~87% of the shadow fleet is Greek-owned or Greek-operated at the technical level.
Yet no Greek-flagged or politically protected vessels are touched.

That alone tells you everything.

This is not a naval campaign. It’s a geo-economic one.
Jun 14, 2025 4 tweets 1 min read
🚨 Why Qatar Is the Real Target — Not Just Iran
1.South Pars = Iran + Qatar
Striking Phase 14 of South Pars hits Iran on paper, but directly destabilizes Qatar’s production via pressure imbalance and reservoir disruption in the shared gas field the largest in the world.
+ 2.Qatar: The LNG Wild Card
Qatar is the #2 global LNG exporter, with deep ties to Turkey, China, and Iran. It’s viewed as a “non-aligned threat” to the Gulf-US-Israel axis.
👉 2017 blockade was economic; 2025 is infrastructural.
3.The American LNG Agenda
The U.S. eliminated+