President Trump gives an impromptu press conference aboard Airforce One returning to Florida following the solemn ceremony at Dover Airforce Base. Emissary Steve Witkoff and Defense Secretary Pete Hegseth also delivered some comments on questions from the media.
President Trump answered questions about rising U.S. gas prices saying, this is a confrontation that should have taken place before. For 47 years various presidents have navigated the risk and threats presented by Iran, but President Trump is choosing to end the threat once and for all.
Keeping security issues close to the chest, President Trump refused to directly answer any questions about ongoing operations, targeting or matters of military strategy. At 7:45 of the video Steve Witkoff and Pete Hegseth also answered questions. WATCH:
At 10:35 President Trump was asked his opinion on what Russia would say if confronted about support for Iran, and President Trump showcased how well he knows the Russian approach by saying if we confronted them, Russia would just say the U.S. supports Ukraine against Russia, right? President Trump is correct; Russian President Putin is the master at pointing out hypocrisy in foreign intervention.
At 13:15 President Trump is asked about Kurdish support, and Trump notes the U.S. appreciates the offer but does not want the Kurdish forces to get involved because it only complicates the issues. The Kurds are our allies, and President Trump has had conversations with Kurdish leadership; however, within that friendship Trump notes it would be dangerous for the Kurds to get involved.
When President Donald Trump and President Vladimir Putin met in Alaska on August 15, 2025, the focus of the geopolitical world was on discussions surrounding Ukraine. Unfortunately, it didn’t take long, merely a few hours, for both the U.S. and Russia to say that no progress was made. However, also noted at the time was both the USA and Russia saying sideline discussions took place surrounding the possibility for a strategic relationship surrounding energy development.
What follows below is a review of the current energy dynamic, specifically surrounding LNG, against the backdrop of the Iran war with a hindsight review of that previous discussion between Putin and Trump.
What most people are missing in their current analysis was something that took place immediately following that Alaska summit six months ago. Something that did not make any sense until now. {GO DEEP PART I HERE}
Three days after that summit meeting, on August 18, 2025, Russia announced they were restarting Russia’s Arctic-2 LNG production facility. Russia would be more than doubling their capacity to generate and store liquified natural gas (LNG).
It absolutely did not make sense that Russia would start producing even more LNG considering the previously imposed western sanctions against them, and the fact that Russia was already overproducing LNG. As noted by analysts at the time:
AUGUST 18, 2025 – Russia’s Arctic LNG 2 export facility, which is sanctioned by the United States, is coming back to life after a year of no activity and is looking for buyers in Asia.
[…] The U.S. and EU sanctions on Russia’s Arctic LNG 2, which was billed as Russia’s flagship LNG project, have effectively frozen the start-up of the export facility in the Gydan Peninsula.
[…] Last year, Russia started shipping LNG from its flagship Arctic LNG 2 project—but not to customers. The shipments were made from the Arctic project to floating storage units either in Russia or in European waters, as potential customers were unwilling to buy the sanctioned LNG. {SOURCE}
In August of 2025, Russia was essentially producing more LNG than they could sell into the available market. Russia was storing the overproduction from Arctic-1 on floating storage units and slowly selling to countries that did not align with the sanctions, specifically China and some Asian buyers. Then suddenly, after the Trump summit, Russia decides to bring Arctic-2 online and produce even more LNG. You can see how this did not make sense.
If they could not even sell all the Arctic-1 LNG output, then why would Russia bring Arctic-2 LNG production online?
That was six months ago.
Suddenly, with the war in Iran being triggered, and with Qatar almost immediately announcing they were shutting down all LNG production, there are dozens of new markets for liquified natural gas. And that current LNG is now worth 50% more than it was when Russia inextricably decided to start producing and storing it.
Apply some hindsight to this timeline. Did Russia know or discover something in August of 2025 that the world would not discover until six months later?
Russia’s behavior in increasing LNG production, then storing that LNG in strategic venues, during a time when there was no reasonable incentive to trigger an LNG output increase, would seem to answer that question in the affirmative.
One thing is certain, all of that previously produced LNG is now worth double what it was when Russia created it, and now the global market is scrambling to get it.
Here is where it gets really interesting….
In October 2025, do you remember me asking why President Trump decided to fly East, to go West to the ASEAN summit in Asia? It just didn’t make sense.
Previously in 2017 when President Trump went to the ASEAN summit, he flew West; Airforce One refueled in Guam. This time in 2025, a few weeks after the meeting with President Putin in Alaska, President Trump flew East, to go West.
Where did he refuel?
That’s correct. President Trump refueled in Qatar, and during the ‘unexpected’ stop he met, yet again, with Qatari leadership.
♦ In May 2025 President Trump traveled to Qatar and had numerous and lengthy conversations, signing multiple strategic defense and trade deals. ♦ In August 2025, President Trump meets with Vladimir Putin, who then begins ramping up production of LNG. ♦ In October 2025, President Trump travels back to Qatar for a curious and unexpected visit.
Less than 36 hours after President Trump began “Operation Epic Fury” Qatar announces they are halting the production of LNG, and as a consequence the price of LNG jumped and a massive supply shift in global trade was created.
The Financial Times – […] The global battle for gas is underway, with Europe on the front lines. Since Wednesday, March 4, at least four liquefied natural gas (LNG) tankers – factory ships with large, refrigerated tanks used to transport LNG over long distances – suddenly changed course. Initially headed for France, Belgium or Spain from Africa and the United States, they rerouted for Asia, according to data from the maritime analytics company Kpler. (read more)
MOSCOW, March 4 (Reuters) – Russia could halt gas supplies to Europe right now amid a spike in energy prices triggered by the Iran crisis, President Vladimir Putin warned on Wednesday, linking the possible decision to the European Union wanting to ban purchases of Russian gas and liquefied natural gas. (read more)
MOSCOW, March 6 (Reuters) – “Our companies are considering opportunities, without waiting for further restrictions from Europe, to conclude new long-term contracts with our partners and redirect some of the gas from Europe to other countries, including India, Thailand, the Philippines and the People’s Republic of China,” Russian Deputy Prime Minister Alexander Novak said.
Next announcement:
[SOURCE]
Six months ago, following a summit in Alaska with President Trump, President Vladimir Putin began producing and storing LNG at a scale and capacity that did not make sense. Six months later, the now massive Russian inventory is worth twice as much as it was, AND the number of global buyers for the Russian LNG has exploded.
Meanwhile, “while China would suffer from oil outages, a Middle East crisis with disproportionate LNG outages might benefit the PRC. Natural gas accounts for a relatively small share of China’s primary energy consumption, the country enjoys substantial domestic production, and it can tap pipeline imports from Russia, Central Asia, and Myanmar. Significantly, many of the PRC’s competitors or rivals—the European Union, Japan, South Korea, and Taiwan—are substantially or even wholly reliant on LNG imports for their natural gas consumption. Dutch TTF natural gas prices are up more than 50 percent against last Friday’s close, fueling concerns of an energy-induced inflationary spike.”
Where is President Trump scheduled to go next?
WASHINGTON/BEIJING, March 3 (Reuters) – The U.S. military campaign against Iran has put Chinese leader Xi Jinping on the back foot ahead of an expected summit with U.S. President Donald Trump, who for the second time in as many months has turned America’s military against one of Beijing’s close partners.
Trump is set to arrive in Beijing at the end of March following the U.S. capture of Venezuelan President Nicolas Maduro in a risky Caracas raid in January and the U.S.-Israeli air war that on Saturday killed Iran’s Supreme Leader Ayatollah Ali Khamenei, the former leaders of two countries that have been major oil suppliers for China.
[…] Xi now faces the awkward prospect of feting Trump on the world stage or backing out of the proposed March 31 to April 2 meeting. Beijing has yet to confirm the summit dates. (read more)
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Huh, imagine that….
President Trump, First Lady Melania Trump, Vice President Vance and other dignitaries participate in a dignified transfer ceremony at Dover AFB for the arrival of six servicemembers killed in Operation Epic Fury. The solemn and silent ceremony is presented below:
O Keeper of the dawn and dusk, hold them beneath Your steadfast wing.
Let the dust of distant roads not dim the light within their eyes.
When the night leans heavy on their shoulders, be the quiet fire in their hearts.
When the wind carries the scent of danger, be the shield they cannot see.
Guide their steps through shadowed valleys, let courage rise like rivers in their veins.
Bring them home to open arms and gentle laughter, and for those who cannot return, wrap them in the eternal peace that no battle can disturb.
~ Amen!
Overnight last night, Iranian President Masoud Pezeshkian issued a statement apologizing for attacks against neighboring countries and claiming that some attacks were carried out independently by regional commanders without directive due to loss of communication.
President Pezeshkian further stating the Temporary Leadership Council in Iran had ordered a halt to attacks on other countries unless their territory is used to attack Iran.
Within hours the remaining elements of the Islamic Revolutionary Guard Corps (IRGC) rebuked the statement by President Pezeshkian saying the IRGC would continue attacking any/all gulf states as needed. This was followed by the Iranian clergy saying their president was “weak, unprofessional and totally unacceptable.”
Obviously the political, military and religious elements within Iran are not on the same page. However, at around 6:00am this morning, President Trump reacted to the original statement by Iran President Masoud Pezeshkian:
PRESIDENT TRUMP – “Iran, which is being beat to HELL, has apologized and surrendered to its Middle East neighbors, and promised that it will not shoot at them anymore. This promise was only made because of the relentless U.S. and Israeli attack. They were looking to take over and rule the Middle East. It is the first time that Iran has ever lost, in thousands of years, to surrounding Middle Eastern Countries. They have said, “Thank you President Trump.” I have said, “You’re welcome!”
Iran is no longer the “Bully of the Middle East,” they are, instead, “THE LOSER OF THE MIDDLE EAST,” and will be for many decades until they surrender or, more likely, completely collapse! Today Iran will be hit very hard!
Under serious consideration for complete destruction and certain death, because of Iran’s bad behavior, are areas and groups of people that were not considered for targeting up until this moment in time. Thank you for your attention to this matter! ” ~ President DONALD J. TRUMP
Two carrier strike groups are currently on station in the region as the ongoing conflict with Iran continues. The USS Ford (CVN-78) just passed through the Suez Canal and has assumed position in the Red Sea. The USS Abraham Lincoln (CVN-72) is operating in the Arabian Sea, according to the latest USNI News Fleet and Marine Tracker.
The USS Ford departing their position in defense of Israel, would seem to indicate the threat analysis has been greatly diminished. Moving the Ford group and the Abraham Lincoln group into proximity seems to indicate they are positioning to support the maritime transit and guardian program through the straits of Oman.
These maritime moves are taking place as the U.S. and Israel shift their attack profiles toward new Iranian targets.
President Trump left the Shield of Americas Summit in order to travel to Delaware to honor the six American soldiers killed at the start of Operation Epic Fury last week. During the dignified transfer ceremony, President Trump will be meeting with the families of the fallen soldiers paying his respects.
Remaining at the summit, Secretary of State Marco Rubio and DHS Secretary Kristi Noem, soon to be Special Envoy Noem, are scheduled to deliver remarks to the Shield of Americas Summit audience in Doral Florida. The anticipated start time is 12:30pm ET with livestream links below:
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[Full Backstory Here] – President Trump secured the border, began repatriation efforts, targeted narcotraffickers, confronted narco-terrorists, targeted Mexican drug cartel leadership, leveraged the DOJ to indict regional actors, pushed China out of control in the Panama Canal, took out Nicholas Maduro, took control of Venezuela oil production – both for the security of the U.S. and benefit of the Venezuelan people, removed the discounted oil benefit for China and reasserted stability in the Western hemisphere.
Then, with all that in place, he turned toward Iran…. but, proactively planned for a ‘Shield of the Americas Summit’ before the Iran operation began and scheduled it for today while Operation Epic Fury continues. WATCH:
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Additional video of the arrival ceremony below.
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We like the deep weeds, most do not. The geopolitical ramifications of the U.S. confrontation with Iran are vast and complicated; however, to encapsulate one of the most interesting dynamics consider this ‘tldr’ statement to open the discussion with your friends: Right now, Russia is like Amazon during COVID-19.
What follows is not me saying President Trump and President Putin are holding nightly conversations, discussing steps or details, or even obliquely coordinating measures as Trump eliminates the generational threat posed by Iran.
However, I am saying that given the nature of all contact and communication between Trump and Putin, including extensive contacts by their representative emissaries, both Putin and Trump are well aware of each downstream effect from the Iranian confrontation.
Two days after the U.S./Israel began Operation Epic Fury, President Vladimir Putin said Russia should consider shutting down oil and liquified natural gas (LNG) shipments to the EU in advance of the previously scheduled April deadline date when the EU would stop purchases.
♦ First, remember ‘force majeure’ contract nullification is in place for every producer, supplier and transporter in the middle east. Second, with shipments from the Gulf of Oman greatly reduced, LNG prices along with oil prices are increasing rapidly. The result – ships filled with oil and LNG currently on the water are diverting in real time as international bidding for the content of the ships take place.
If Putin stops selling LNG to Europe, and Europe cannot get LNG from the Gulf of Oman, and China/Asia are LNG dependent (not exporting), then where is Europe going to get the LNG to replace what Russia will no longer provide?
Answer: The United States, and to a lesser extent, Norway.
[SIDENOTE: now does President Trump continuously smacking Great Britain about shutting down their North Sea oil and gas operations take on context? Geopolitical foresight? I digress. END SIDENOTE]
The European Commission’s decision to phase out and ultimately stop purchasing Russian oil/gas was made in 2025 prior to the Iran conflict triggering. Europe’s replacement plan included increased LNG purchases from the U.S., Norway and middle east; the latter supply option is now void.
Europe’s decision to stop buying oil/gas from Russia puts them in a very precarious position. The supply option for Europe is suddenly very limited, and Putin’s statement about stopping the flow early was obviously made with this understanding in mind.
Answer: The United States, and to a lesser extent, Norway.
[SIDENOTE: now does President Trump continuously smacking Great Britain about shutting down their North Sea oil and gas operations take on context? Geopolitical foresight? I digress. END SIDENOTE]
The European Commission’s decision to phase out and ultimately stop purchasing Russian oil/gas was made in 2025 prior to the Iran conflict triggering. Europe’s replacement plan included increased LNG purchases from the U.S., Norway and middle east; the latter supply option is now void.
Europe’s decision to stop buying oil/gas from Russia puts them in a very precarious position. The supply option for Europe is suddenly very limited, and Putin’s statement about stopping the flow early was obviously made with this understanding in mind.
[Go back to the sidenote above. Without question President Trump already knew that an LNG supply restriction from the middle east would disproportionately hurt Europe. Both President Trump and President Putin would understand this geopolitically obvious fact/reality.]
If Europe now has to purchase more LNG from America (at higher prices) President Trump’s leverage over Europe increases. If both oil and LNG prices increase substantially, the price of oil/LNG currently on the water increases.
[SIDENOTE #2 – Previously the EU confiscated their holdings of the Russian Sovereign Wealth Fund, value €210 billion held in Euroclear and another €50 billion from other G-7 countries; total €260 billion. From those seized assets the EU created a €90 billion loan scheme to Ukraine with no repayment mechanism, because the EU predicts Russia will be forced to pay reparations for war and the negotiated settlement will deduct the €90 billion loan scheme from the balance.
Hungary, a Trump ally, is currently blocking the transfer of funds; but this payment scheme -created by the EU holding the assets- underpins why the EU will not permit the conflict to end without their approval. END SIDENOTE]
♦ To increase distribution of oil/gas “currently on the water” President Trump and Secretary Bessent have dropped the sanctions against Russian oil and LNG. India and Southeast Asia, not coincidentally both with new U.S. free trade agreements, are suddenly bidding customers for previously sanctioned oil/gas.
Here it is important to note that ‘sanctioned’ oil and gas sales were done in the transactional currencies of the selling and buying country (see BRICS). However non-sanctioned oil/gas, traditional OPEC market oil/gas products, are bought and sold using petrodollars. If Russia is suddenly allowed to sell to OPEC market customers, then petrodollars will likely back the transaction. Who wins, Putin (higher prices) & Trump (leverage and petrodollar). Who loses, the EU.
Now, you know how much I love timelines to explain things…. So consider:
On August 15, 2025, Vladimir Putin and President Trump met in Alaska. One of the key points that followed the meeting was both Trump and Putin discussing a realignment of strategic interests surrounding energy development.
On August 18, 2025, three days after the Alaska meeting:
[SOURCE]
We do not believe in coincidences at this level.
We have been waiting.
Two days ago, Treasury Secretary Scott Bessent announced the easing of sanctions against Russian oil/LNG exports, specifically toward Asia in order to relieve some of the global supply constraints. {SOURCE} Yesterday, Moscow announced the redirection of Russian oil/LNG exports to Asia {SOURCE}.
“Our companies are considering opportunities, without waiting for further restrictions from Europe, to conclude new long-term contracts with our partners and redirect some of the gas from Europe to other countries, including India, Thailand, the Philippines and the People’s Republic of China,” Russian Deputy Prime Minister Alexander Novak said.
♦ Before February 28, European Title Transfer Facility (TTF) liquified natural gas traded around 35 euros per megawatt hour. As of March 6, TTF settled at 52.81 euros, a 50 percent monthly surge in the value of LNG to Europe.
Asian Japan Korea Marker (JKM) spot cargoes, the benchmark LNG price assessment, are trading above $20 per million BTU, with Bangladesh paying $28.28 for emergency deliveries.
The difference between Russia selling LNG to hostile Europe or selling Russian LNG to friendly Asia at post gulf crisis premiums is the widest it has been since the post pandemic (2022) ‘Build Back Better” energy crisis.
Russia supplied 13.8 million tonnes of LNG to Europe in 2025. The EU is phasing Russian gas out: short-term contracts banned beginning in April, full LNG ban by year end 2025, pipeline gas fully banned by 2027.
Russia is not fighting the EU bans; Russia is finding new customers at higher prices. Every tonne Russia redirects to Asia before the EU ban was scheduled to begin creates a potential long-term contract at a premium price with a buyer who will not legislate Russia out of the relationship.
Qatar and all shippers and suppliers declared force majeure after Iranian drones struck Ras Laffan facility on March 2, 2026. Approximately 20% of global LNG went offline. Asian buyers are now bidding against Europe for every tanker “on the water.” Russia has a lot of supply on the water and the ability to put a lot more into the market quickly.
Hormuz is closed, at least temporarily, through forced reinsurance withdrawal triggered by the U.K (Lloyds insurance market). And Russia, the one major energy exporter whose supply chains run through neither the Gulf nor the Strait, is the only non-western producer that can deliver to Asia without navigating a war zone.
Right now, Russia is to energy supplies for Asian customers as Amazon was to U.S. consumers during COVID. Both selling to an isolated and captive customer base, who were regulated out of options.
SUMMARY:
(1) Upon reelection President Trump told all U.S. energy providers to “drill baby drill” and maximize energy production. Trump then deregulated the industry for maximum efficiency: Secretaries Burgum (Interior), Wright (Energy) and Zeldin (EPA).
(2) Trump then meets with Putin in Alaska Aug 15, 2025. Three days later, Aug 18, 2025, Putin restarts Russia’s flagship Arctic project, the LNG export facility via the Northern Route to Asia.
(3) President Trump then signs contracts with Finland for the urgent start of Arctic icebreaking ship manufacturing in the USA and emphasizes the prior conversation about taking over Greenland which infuriates the Danes and EU.
(4) President Trump then triggers the Venezuela operation, captures Nicholas Maduro and -in addition to other benefits- forms a new strategic oil development relationship with the interim Venezuela government. Russia stays silent.
(5) President Trump then triggers Operation Epic Fury against Iran; completely changing the geopolitical landscape that surrounds energy partnerships. Energy flows through the Gulf of Oman are impacted.
(6) President Trump then removes specific sanctions against Russia permitting Russian oil and LNG to be sold (in petrodollars) into the Asian market. Meanwhile, the European Union is forced to increase LNG purchases from the United States.
Sure, it could all be just coincidence… or not. One thing is certain, the FIVE-EYES opposition do not think all of this downstream benefit that flows to Russia and the USA is coincidental. The FIVE-EYES opposition see all of this as a strategic realignment between the USA and Russia, and they are going to do everything in their power to stop it.
(Reuters) – “Russia is ready to divert oil to India to offset Middle East supply disruptions, with about 9.5 million barrels of Russian crude in vessels near Indian waters and able to arrive within weeks, an industry source with direct knowledge told Reuters. The source declined to say where the non‑Russian fleet cargoes were originally headed but said they could deliver to India within weeks, giving refiners rapid relief.”
Today at 4:00pm ET, President Trump will participate in a ‘save college sports’ roundtable event at the White House. Various leaders and athletes from college sports will assemble to discuss the topic. The media will be present and likely to ask questions about current events. Livestream links below.
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