Importers, Exporters and Producers Trigger Force Majeure Notifications for Gulf LNG Shipments


Posted originally on CTH on March 4, 2026 | Sundance

Force Majeure is a common clause in contracts which essentially frees both parties from liability or obligation when an extraordinary event or circumstance beyond the control of the parties, such as a war, strike, riot, crime, epidemic, or sudden legal change prevents one or both parties from fulfilling their obligations under the contract.

People would be well advised to wait a few days when announcements are made before jumping to immediate conclusions. The announcement by Qatar Energy of a force majeure notification did not originate from Qatar’s inability to produce contractual LNG supplies…..

[SOURCE]

…. two days prior to this announcement, India’s top gas importer Petronet LNG Ltd issued a force majeure notice to Qatar Energy and local buyers because its LNG tanker ships were unable to reach the Ras Laffan load port due to the crisis in the Middle East.  Without ships arriving to take the LNG Qatar Energy cannot keep producing.

Qatar Energy operates 14 liquefied natural gas (LNG) trains with a total annual production capacity of 77 million tonnes {SOURCE}.  If ships don’t reach the terminals, there’s no need for Qatar Energy to keep pumping and liquifying from well heads.  It’s a downstream issue.

Bahrain made the same announcement for their refined aluminum exports {SOURCE}. Indonesian company Chandra Asri made the same announcement for petrochemicals {SOURCE}. Chevron made the same announcement two days ago after Israel shut down the Leviathan natural gas field {SOURCE}.  Thus, we see the ramifications for the entire region around the Iran conflict zone and the downstream destinations (Asia and Europe) for energy products therein.

Dutch shipping company Maersk has also suspended operation for cargo container ships cancelling all bookings between the Indian subcontinent—India, Pakistan, Bangladesh and Sri Lanka—and the Upper Gulf. {SOURCE} German shipping group Hapag-Lloyd made the same decision.

These are not decisions being made due to maritime insurance or reinsurance rates or availability. These are decisions being made by private corporations that go beyond their actuarial risk.  They simply don’t want to operate in a region where there is the potential for loss of life or cargo.

This is not solely an insurance issue and people should pause before offering analysis that only considers the financial aspect.

MAERSK -Maersk announced on Wednesday that it is temporarily suspending most cargo reservations in and out of Iraq as security worries mount throughout the Gulf.

The business said that the ban applies to shipments involving many regional nations, including the UAE, Oman, Kuwait, Qatar, Bahrain, and Saudi Arabia.

Maersk said that the measure would stay in effect until further notice. The firm did not disclose any more information on how long the disruption will endure or the scope of the operating effect.

The decision comes as increased tensions and military action in the Gulf area have prompted worries about the safety of maritime routes and logistical operations, hurting commerce flows via many Gulf nations. (LINK)

Susan Kokinda and the Lyndon LaRouche network give their perspective on the British reaction to the U.S. strikes against Iran.  The analysis has some value from a review of the historic relationship of the British imperialist policy toward matters of foreign entanglement and the control mechanisms that have historically flowed from the U.K

As a consequence of British government policy much of the Kokinda analysis accurately touches on the root cause of U.K response. However, the emphasis on the modern UK government as the lead of a global control network is not always as severe or complicated as the Lyndon LaRouche network would espouse.

Prior to visiting the White House, German Chancellor Fredrich Merz had just returned from China and gave a press conference in Germany saying Germans need to “work harder” and “ditch the four-day week” to compete.

Merz visit to Shenzhen shocked him, and he is right to be rattled by the cold indifference of Chairman Xi Jinping.  This was Merz first visit to meet Chairman Xi in person.  A cold and productivity focused Merz just met an even colder and more productivity focused industrial giant.

Merz met the industrial dragon and returned home visibly shook.  The Chancellor thought he represented an apex industrial nation. However, he experienced something far more industrial than he ever imagined.

As noted by Nina Schick: “Take Germany’s famous auto industry, 5% of GDP, 800,000 jobs, but losing ground fast. VW’s market share in China has plunged from 24% to 15% in four years. Chinese brands doubled their European market share in 2025 and now outsell Mercedes on the continent. Germany lost 120,000 industrial jobs last year. And cars are just the most visible example.

But it’s not just competition. Germany has some of the highest industrial energy prices in the world, nearly triple what the US pays. After shutting down nuclear and losing cheap Russian gas via Nord Stream, Berlin built its first LNG terminal in 194 days. Now 96% of the LNG arriving at those terminals comes from the US. (That LNG is even more important in light of events in the Gulf….)

The US is Germany’s second-largest trading partner (€240 billion in two-way trade last year.) German auto exports to the US fell 18% in 2025 under tariffs. Merz cannot afford a trade war with Washington. Today, he watched Trump threaten to cut off all trade with Spain, while sitting next to him in the Oval Office. He backed him up.

Now look at how Merz is positioning on Iran. Spain blocked the US from using its bases. Sánchez called the strikes “unjustified.” Starmer hesitated before eventually allowing UK bases for “defensive” strikes. Merz is the first EU leader invited to the White House for a tête-à-tête with Trump.

Days before, he said legal assessments under international law “achieve relatively little” and that now is “not the time to lecture allies.” Compare that to Sánchez insisting Spain’s agreement with the US “must operate within the framework of international law.” From a German chancellor, Merz’s position is seismic.

And none of this is separable from home. Germany’s economy is in its fourth year of industrial contraction. An aging population, a shrinking workforce, sky-high welfare costs, and an immigration debate that’s handing the AfD seats on a plate. Merz needs the US relationship, because it’s one of the levers he has left to keep the economy blowing in the right direction.

All of this points to a Germany that’s understood its critical vulnerabilities and is pursuing a hard-nosed realpolitik in response. To stay industrially competitive, they need American LNG. They need access to US compute and critical hardware. They need EU member states to spend on defense: something Trump has been remarkably effective at unleashing.

The result is an astonishingly pro-Trump German chancellor. In a country where only about 15% of the population views Trump favorably. The question isn’t whether Merz has realistically assessed Germany’s vulnerabilities (he’s starting to see the bigger picture). It’s whether this wins or loses him votes at home. And on that, my guess is it won’t. {LINK}

Fredrich Merz thought he was an apex predator, until he met Xi Jinping.

Suddenly, Merz looks at the unpredictable Trump, an apex predator who swims around Chairman Xi as if it’s just another boring Tuesday, with an entirely new perspective.

Chancellor Merz realizes that this rather unorthodox American President likely possesses the only qualified skillset that can deal with a REAL apex predator like Xi.

Fredrich Merz dismounts his EU high horse and uppishness turns into respect.

Treasury Secretary Scott Bessent Outlines U.S. Financial/Economic Stabilization Plan, Backstopping U.S. Action toward Iran


Posted originally on CTH on March 4, 2026 | Sundance |

Treasury Secretary Scott Bessent appears on CNBC to discuss the Trump administration policies that were proactively deployed during Operation Epic Fury.

The goal of global financial stabilization is actually part of the strategic planning within the White House, including Treasury, Energy and Interior in alignment with the State Dept., Pentagon and national security agencies.  Part of that plan was the announcement for the U.S. to underwrite maritime insurance to ensure a minimal disruption to the global energy markets.

Secretary Bessent discusses the insurance facet at the 3:00 minute mark of the video below. WATCH:

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Secretary of State Marco Rubio Critically Important Speech to Munich Security Conference


Posted originally on CTH on February 14, 2026 | Sundance

Overnight in the USA time zones, Secretary of State Marco Rubio delivered a very important speech at the Munich Security Conference [3:00am ET].  The video is below [prompted] and a FULL transcription will soon follow.

This is a critically worded speech that is very important to listen to with great deliberation.  Within his remarks Rubio is telling Europe that we want to remain allied in our interests, but we are no longer going to allow the system of “globalism” to destroy our uniquely American life.

The United States is separating from the madness; this is not up for debate. The only question is whether Europe is too far gone, or whether they will join us.

The euphoria that followed the collapse of the Berlin Wall, “led us to a dangerous delusion.  That we had entered quote the end of history. That every nation would now be a liberal democracy; that the ties formed by trade and by commerce alone would now replace nationhood. That the rules-based global order, an overused term, would now replace the national interest, and that we would now live in a world without borders where everyone became a citizen of the world. This was a foolish idea that ignored both human nature and it ignored the lessons of over 5,000 years of recorded human history, and it has cost us dearly.” 

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Sunday Talks – Treasury Secretary Scott Bessent Discusses Trump Economic Plan and Growth Forecast


Posted originally on CTH on February 8, 2026 | Sundance

Treasury Secretary Scott Bessent appears on Fox News to discuss the current state of the U.S. economy as contrast against current growth plans and economic policy.  As noted by Bessent, the future of the Main Street economy generally lags behind the forecast of the Wall Street economy.  All of the domestic investment is currently building out the capacities of the underlying economy to expand.

Additionally, Bessent notes the importance of the cumulative effect of strategic energy policy, the assembly of a critical mineral reserve and the mounting growth in the industrial manufacturing center.  MAGAnomics is creating expanded domestic growth by reshoring many of the industrial jobs due to tariff policy.  Overall, the interview gives a big picture perspective on the short- and long-term economic program. WATCH:

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Lyndon LaRouche Team Very Excited About Epstein File Release Creating Chaos in British Circles


Posted originally on CTH on February 7, 2026 | Sundance

The reenergized Lyndon LaRouche team is very excited to see the Epstein file information creating great problems for Great Britian, British politicians, the London financial network and all of the people in the financial power structures of the United Kingdom.

LaRouche/Promethean’s Barbara Boyd outlines the delicious controversy surrounding British Prime Minister Keir Starmer against the background of his appointment of Lord Peter Mandelson as US Ambassador with all the ties to Jeffrey Epstein now in the headlines.  Boyd reviews the links between Epstein and the U.K financial scandals, while President Trump continues promoting a revitalized American industrial economy.

Mrs Boyd then highlights the actions of the London elites calling upon U.K intelligence operative Christopher Steele who tries to cloud the British problem with Epstein by tying it all to Russia.   Finally, Boyd underscores the significance of the President Trump’s economic policy in countering decades of financial abuses from the U.K and European Union.

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President Trump Holds Impromptu Presser Departing the White House


Posted originally on CTH on February 6, 2026 | Sundance 

President Trump holds a brief impromptu chopper presser as he departs the White House for Palm Beach this weekend. President Trump began with remarks of the strong stock market, with the DOW closing over 50,000 much sooner than expected, highlighting the strength of the overall economy.

President Trump also noted positive crime statistics and then took questions.  The first question was about the SAVE act and the need to eliminate the filibuster to get voter ID passed into law.  The conversation then shifted to “affordability” with President Trump noting that prices are stable and declining due to his economic policies.  WATCH:

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President Trump Announces the Appointment of Kevin Warsh as Federal Reserve Chairman


Posted originally on CTH on January 30, 2026 | Sundance 

President Donald J Trump has announced his selection to take over as Federal Reserve Board Chairman, Kevin Warsh.  To give perspective toward the overall viewpoint of Warsh, THIS INTERVIEW from April 2024 gives some insight.

Warsh has been highly critical of the FED monetary policy overall and directly links inflation and depressed wages to the poor decision-making of the Federal Reserve overall.  More background on Kevin Warsh is HERE.

(Via Truth Social) – “I am pleased to announce that I am nominating Kevin Warsh to be the CHAIRMAN OF THE BOARD OF GOVERNORS OF THE FEDERAL RESERVE SYSTEM. Kevin currently serves as the Shepard Family Distinguished Visiting Fellow in Economics at the Hoover Institution, and Lecturer at the Stanford Graduate School of Business. He is a Partner of Stanley Druckenmiller at Duquesne Family Office LLC. Kevin received his A.B. from Stanford University, and J.D. from Harvard Law School. He has conducted extensive research in the field of Economics and Finance.

Kevin issued an Independent Report to the Bank of England proposing reforms in the conduct of Monetary Policy in the United Kingdom. Parliament adopted the Report’s recommendations. Kevin Warsh became the youngest Fed Governor, ever, at 35, and served as a Member of the Board of Governors of the Federal Reserve System from 2006 until 2011, as the Federal Reserve’s Representative to the Group of Twenty (G-20), and as the Board’s Emissary to the Emerging and Advanced Economies in Asia.

In addition, he was Administrative Governor, managing and overseeing the Board’s operations, personnel, and financial performance. Prior to his appointment to the Board, from 2002 until 2006, Kevin served as Special Assistant to the President for Economic Policy, and Executive Secretary of the White House National Economic Council.

Previously, Kevin was a member of the Mergers & Acquisitions Department at Morgan Stanley & Co., in New York, serving as Vice President and Executive Director. I have known Kevin for a long period of time, and have no doubt that he will go down as one of the GREAT Fed Chairmen, maybe the best. On top of everything else, he is “central casting,” and he will never let you down. Congratulations Kevin! PRESIDENT DONALD J. TRUMP

President Trump Delivers Remarks Introducing Trump Savings Accounts for American Children


Posted originally on CTH on January 28, 2026 | Sundance

Earlier this morning President Trump spoke to the audience about a new headstart program for every child born in America via a savings account called “Trump Accounts.” The money to deposit an estimated accrual rate of $3 to $4 trillion in wealth into the savings accounts for America’s children, comes from an assembly of private sector companies, corporations, donors and contributors.

Under the program the govt will create a tax-free savings account seeded with $1,000 in startup funds. No individual contributions are necessary—but families can deposit up to $5,000 per year into their child’s account to maximize growth. [DETAILS HEREWATCH:

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[Information Here]

First Lady Melania Trump Introduces Her New Biographical Film During Opening of New York Stock Exchange – Full Video


Posted originally on CTH on January 28, 2026 | Sundance 

Earlier this morning from New York City, First Lady Melania Trump rang the opening bell at the New York Stock Exchange, officially starting the day’s trading.  The moment was in celebration of her new biographical film “Melania” which opens in theaters this Friday.

Prior to the opening bell, First Lady Melania Trump outlined to the audience the intents, purpose and value of her storytelling.  The movie will highlight the weeks prior to the inauguration of Donald Trump as the 47th President of the United States. The full video of the event is outlined below, prompted to the beginning of the First Lady’s remarks.  WATCH:

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Big Picture: President Trump and Trade Using the Art of the Self-Fulfilling Prophecy


Posted originally on CTH on January 27, 2026 | Sundance

People might be interested in the recent stories of Canadian Premier Doug Ford and his reversal of position on Chinese EV production. Ontario Premier Ford now welcomes Chinese EVs into Canada.

Or people might be interested in the recent story of the EU announcing a historic trade deal with India. The European Union is now looking to find new markets to replace the U.S., while simultaneously agreeing to establish a new immigration/recruitment process to accept massive numbers of Indian migrants.

Yes, Canada reverses their position on trade with China, that’s odd. And somehow the EU immediately forgets their demands for India to stop buying Russian oil or face EU sanctions, another oddity.  This is like watching someone you don’t like, get engaged to your smelly, fat ex-girlfriend. [Matthew 15:14]

Canada and the EU take trade and economic positions seemingly against U.S. interests. Simultaneously Mexico modifies all their trade positions to come into alignment with the USA. Yesterday, Mexican President Claudia Sheinbaum announced Mexico will no longer ship oil to Cuba.

What’s going on?

Well, to really understand what is happening you need to look at President Trump’s responses to all of the individual issues outlined above and take a much bigger picture view.  President Trump is the master of the ‘self-fulfilling prophecy.’

♦ CANADA – When President Trump was asked about Prime Minister Mark Carney creating a new trade agreement with China, President Trump responded that he didn’t care – it was irrelevant to him.  Yet, simultaneously inside the USMCA President Trump has the power to veto any trade agreement between Mexico or Canada and a non-member nation.

So, why didn’t President Trump care?  Easy, because in President Trump’s mind there’s not going to be a USMCA; so, he really doesn’t care if Canada runs to violate it.  In real terms, Canada doing bilateral deals with other countries, especially deals potentially detrimental to the USA, only strengthens his position on dissolving the USMCA.

If Canada violates the terms and spirit of the USMCA, it makes dispatch of the unliked trade agreement even easier.  Canada is helping President Trump remove the congressional justification they could use to block him.  If Canada is violating the USMCA (CUSMA), Congress is kneecapped from interference.

Provoking Canada into a trade position, that puts them at a disadvantage trying to stop the dissolution of the CUSMA, stops Congress from opposing the fracture, and then opens the door to a bilateral trade agreement, is creating a self-fulfilling prophecy that is entirely controlled by President Donald Trump.

[I pointed this out on the ‘Russian Sanctions’ map four years ago for a reason.] 

♦ EUROPE – In the last few months, the EU has been pressuring President Trump to join them in putting sanctions against India for purchasing Russian oil.  Suddenly, all those Russian energy issues are dropped, and the EU signs a trade agreement with India.  Again, just like with Canada, President Trump doesn’t care; he’s working on a much bigger objective.

Both Canada and Europe are independently, out of necessity, taking action that takes apart the trade and economic system they created.  At the core of the old trade system both Canada and Europe were exploiting the USA, exfiltrating wealth and skimming the independent entrepreneurial innovation that originates from within the U.S. economic system.

That necessary exploitation happened because the USA is innovative (freedom-based capitalism), while the CA/EU system is built on government control mechanisms.  The CA/EU energy policy is just one impactful example of their pontificating inability to be insightful when it comes to consequences.  The EU and Canada are now stuck looking for markets that will do the dirty jobs, provide them with core components, while simultaneously looking for markets for their finished products.

On the other side of the approach is President Trump, working to expand U.S. industrial dirty job capacity, create our own core components, then create finished goods entirely on our own.  A complete revitalization of the U.S. industrial and manufacturing base.  Our U.S. GDP is currently expected to grow north of 5%.  This is not happening by accident.

Additionally, EU Commission President Ursula von der Leyen is not bragging about importing Indian IT workers in a vacuum.  If the EU cannot skim off the IT capabilities of America, they have to find another Braintrust to tap.  Just like the innovative dependencies of China, the EU is intellectually frigid; compliance is ingrained in their academia.  Within the USA, we still have foundational disposition of ‘screw you‘ in our DNA.

Look at the advancements of Artificial Intelligence, or AI. All of the growth in that tech sector is being led by America. President Trump is taking every approach to ensure we remain the world’s dominant power in AI development. As much as Elon Musk’s quirks and quasi-friendly politics annoys me personally, strategically, on the technology side, it’s good to see him chumming around with President Trump; at least that’s what I tell myself.

♦ MEXICO – This is where it gets really, super interesting.  You might remember that China was set to invest between $5 billion and $10 billion (total) in Mexico for EV auto manufacturing.  In December of 2023, three Chinese auto manufacturers, MG, BYD, and Chery, announced they were going to spend billions building new EV manufacturing plants.  Each Chinese manufacturer was initially going to spend between $1.5 to $2.0 billion.  By March 2024, the reasoning was evident – Biden was supporting it.

When President Trump won the November 2024 election, all of those Chinese investments and plans inside Mexico were cancelled.

As we noted at the end of last year, splitting the USMCA into two bilateral trade deals, one for Mexico and one for Canada, will be one of the most interesting and long-term economically significant moves in U.S. trade history.  It is going to be a lot of fun to watch these negotiations, and the pre-positioning gives us a preview of what is to come.  Mexico is doing everything almost perfectly in preparation for their bilateral deal, including their stopping of oil shipments to Cuba.

This alignment follows the Mexican government passing a sweeping set of tariffs against Chinese imports. The Mexican government, led by Sheinbaum, made moves throughout 2025 to stay in alignment with a favorable U.S. trade agreement.  Meanwhile, the Canadian government, led by Mark Carney, has been more antagonistic and positioning Canada to lose badly.

♦ SUMMARY: Some people have construed the bilateral trade preference of President Trump to be the elimination of globalism in favor of nationalism in trade agreements. While the outcome of Trump’s approach indeed aligns with that theme, it is not specifically the objective of President Trump to eliminate global trade, but rather to focus on specific interests in trade that benefit the unique nature of each party involved.

Canada can embrace China, and Europe can embrace India; in the bigger picture it really doesn’t matter.  These relationships only create dependencies which are the natural outcome of globalism.  From President Trump’s position, what really matters is what happens within our borders and how the United States economy is positioned.  This is President Trump’s singular focus.

Do you remember President Trump leaving the 2025 G7 meeting in Canada early? The final day invitation list brought Australia, Mexico, Ukraine, South Korea, South Africa, India, the United Nations and the World Bank into the G7.  President Donald Trump smartly exited the G7 assembly a day early, he departed before that crowd of interests arrived.  The world leaders came because the process to keep USA wealth inside the USA is against their interests.  That’s why they came, and that’s why President Trump left.

Globalism, in its economic construct, is a series of dependencies. However, the opposite is also true. If nations are not dependent, they are sovereign – able to exist without the need for support from other nations and systems. If nations are sovereign, then globalism is no longer needed. If each nation of the world is operating according to its individual best interests, the position of Donald Trump, then what happens to the governing elite who set up the system of interdependencies?

“G7”?