President Trump States He Will Not Sign Other Bills Until ‘Save America Act’ is Passed


Posted originally on CTH on March 8, 2026 | Sundance

President Trump is again urging the Senate to pass the Save America voting act that is a core element of restoring voter integrity in U.S. elections.  In his Truth Social post, President Trump notes he will not sign other legislation until the Save America Act reaches his desk.

[SOURCE]

This thread will refresh daily and appear above the Open Discussion Thread.

Mexico and USA Begin Bilateral Preparations to Dissolve USMCA Without Canada


Posted originally on CTH on March 8, 2026 | Sundance

One of the most curious aspects to the predictable USMCA review, ie. dissolution, has been the incapacity of the Canadian government or trade delegation to accept the United States is going to create two distinctly different bilateral trade agreements and eliminate the trilateral USMCA.

For 16 months the Canadians have refused to fathom the reality of what is going to happen this year.

The Canadians just cannot believe it is possible they will be forced to negotiate a free trade agreement without the cover of a multilateral construct. It has been remarkable to watch their dissonance.

Last week President Donald Trump and Mexican President Claudia Sheinbaum held a phone call. At the conclusion of the call, Sheinbaum publicly asserted the reality the Canadians just refuse to accept.

MEXICO – Mexico’s President Claudia Sheinbaum told reporters during her morning news briefing on Wednesday that her U.S. counterpart, Donald Trump, is open to doing away with the U.S.-Mexico-Canada trade agreement (USMCA) and replace it with individual trade deals with each country.

[…] “There might be revisions that create bilateral deals instead of involving the three countries because some things are more important between Mexico and the United Sates or between Canada and the United States,” said Sheinbaum. “Not everything has to be trilateral.”

Mexico’s president said the subject was brought up by Trump during a Tuesday phone conversation. […] According to Sheinbaum, her country is ready to consider possible changes. (read more)

Canadian Prime Minister Mark Carney finally started to realize President Trump was likely to ignore Canada and begin direct discussions with Sheinbaum. So, Carney went to Mexico to try and get assurances from Sheinbaum that Mexico would not proceed without Canadian interests in mind.

Essentially, Carney wanted Sheinbaum to be on his team.  However, as diplomatically noted in the phone call with President Trump, President Sheinbaum politely rejected the Canadian partnership. [Insert Trump’s position toward Mexican cartels as an overriding thought]

The Canadians have been talking to U.S. media looking for sympathetic ‘Orange man bad’ coverage.  However, within the contacts between Canadian government officials and U.S. corporate allies, the sentiment from team Trump is very clear:

“The key thing that has struck me, and I think it has struck all Canadians, is so many of these guys in the Trump administration, frankly, they just hate Canada,” said Brian Clow, former Prime Minister Justin Trudeau’s deputy chief of staff who led Canada-U.S. affairs. {source}

It’s not hatred, it’s annoyance.

Years of compounding parasitic annoyances and sanctimonious, ‘holier-than-thou’ pontifications from the arrogant and uppity Canadian government.

The only time Canada has been honest with themselves and with President Trump was when Justin Trudeau was exiting office and admitted Canada cannot function without all of the one-way benefits it receives from the USA {GO DEEP}.

That’s it. That’s the only time Canada has ever been honest about the nature of the economic relationship.  A time when Trudeau had already quit and would not be around to deal with the consequences.  However, the level of Canadian arrogance is not only visible to President Trump, even the Japanese can see it.

Remember that very close relationship between Japanese Prime Minister Sanae Takaichi and President Trump.  That professional, personal and respectful relationship is going to become strategically important this year.

Japan’s economic and trade representatives have told the Canadians that if the USMCA is dissolved, and if Canada no longer has the same trade access current available in the trilateral format, then Japan would rethink its entire investment portfolio in Canada, specifically the auto sector.

In essence, specifically as it pertains to the auto industry, Japan is saying if the USMCA is gone, Japan may pull all their cross-border manufacturing out of Canada and transfer it to the United States.

Prime Minister Mark Carney was recently questioned about the statements from Japan and he waxed nonsensically [SEE HERE] about how Canada would use Chinese BYD electric autos to replace lost Toyota manufacturing.

It’s a hot mess for Canada and getting worse.

Last Friday, Canada’s worst nightmare began unfolding:

WASHINGTON – Today, U.S Trade Representative Jamieson Greer and Mexican Secretary of Economy Marcelo Ebrard announced the first round of bilateral discussions in preparation for the Joint Review of the United States–Mexico–Canada Agreement (USMCA).

The ministers instructed negotiators to begin a scoping discussion on the necessary measures to ensure the benefits of the Agreement accrue primarily to the parties, including by reducing dependence on imports from outside the region, strengthening rules of origin, and enhancing the security of North American supply chains.

Ministers expect negotiators to hold the first meeting the week of March 16 and meet regularly thereafter as part of the Joint Review. [LINK]

Right there, you can see the exact same thing that took place in early 2017, when President Trump began organizing a bilateral trade discussion with Mexico only, in advance of his preferred approach to dissolve NAFTA and use two distinctly different bilateral trade agreements to replace it.  USTR Robert Lighthizer was working with Mexico only.

USTR Jamieson Greer, the studious protege’ of Lighthizer, now has the task of organizing the USA and Mexico while delaying any substantive contact/discussions with Canada until President Trump is ready to drop the hammer.

I can assuredly say President Trump wants everything outlined and in place for a U.S-Mexico deal before he announces the dissolution (joint review withdrawal) to end the USMCA.

There is little to no chance President Trump wants to renew a trilateral trade agreement that allows Canada to keep exploiting their market access to the U.S. without accepting reciprocity.

Remember, Canada’s main export is energy, and Trump has diminished that leverage through the Venezuela operation. Perhaps another ‘ah-ha’ moment for deep weed walkers.  Yes, in addition to giving China a body blow, taking control of Venezuela oil and minerals also weakens the leverage position of Mark Carney.  Can you see it now?

Canada has one key card they can leverage, congress.

Prime Minister Mark Carney is counting on the UniParty in Washington DC to stand in his corner against President Donald Trump and block any attempt to end the USMCA.  However, this is not going to be a surprise to President Trump, because Justin Trudeau did the same thing in 2018 when he coordinated his approach toward NAFTA through then Speaker of the House, Nancy Pelosi.

As I have said with great eagerness, it is going to be a lot of fun to watch this unfold.

Part II – Europe and China Have an Energy Problem


Posted originally on CTH on March 7, 2026 | Sundance 

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)

.

Huh, imagine that….

President Trump, VP Vance and Dignitaries Participate in Dignified Transfer Ceremony


Posted originally on CTH on March 7, 2026 | Sundance 

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!

Division, Derision and the Economics of the Thing


Posted originally on CTH on March 6, 2026 | Sundance

Do you remember this moment during the 2015 republican presidential debates when all of the candidates were on stage and leading control outlet Fox News (Bret Baier) purposefully asked the candidates:

…”is there anyone on stage, unwilling tonight, to pledge your support to the eventual nominee of the republican party, and pledge to not run an independent campaign against that person.  Again, we are looking for you to raise your hand now if you won’t make that pledge tonight.”

[The moment in video is here] The need for control is a reaction to fear.  The question was intentionally constructed to create both an optic and a narrative Fox News, Rupert Murdoch and the republican party were purposefully shaping.  Collectively the professional republicans were desperately afraid Donald Trump would run as an independent candidate.

I bring us back to that moment because it is the key to understand where we are even today.  This was the core of the matter. This is the “trillions at stake” aspect.  This is the economics of the thing as it first manifest.

Why did Donald J Trump stand against them all?

For many years before that moment, a small group of us had been outlining why it was urgent for MAGAnomics to take charge of the U.S. economy; because underneath both wings of the UniParty in Washington DC was a system that few understood.

♦ Prior to 2016, the United States Chamber of Commerce (U.S CoC), a private K-Street lobbying consortium, were the negotiators for every single trade deal done from the office of the United States Trade Representative (USTR).

The U.S. government (USTR, POTUS and Congress) was the trade stakeholder who signed the agreements; however, the actual nuts and bolts of what the trade deal included, the terms and conditions, were negotiated by the US CoC.

The U.S. Chamber of Commerce represented the corporate interests of their Wall Street clients. After all, the corporations paid the CoC and the business model of the CoC is dependent on the corporations.

This is the larger background for how decades of trade agreements ended up with offshoring, the Rust Belt, diminished domestic manufacturing, and increased corporate profits. This is the core mechanics of how a U.S. manufacturing economy was shifted to a “service driven economy.”

The U.S. Chamber of Commerce was writing the trade deals. The CoC would then fund the politicians who would approve the trade deals. The CoC would also finance the presidential candidates.

When President Trump ran for office in 2016, his trade, manufacturing and economic policies were against the interests of the entire business network that controlled trade. The U.S. CoC poured money into Hillary Clinton’s campaign and their main GOP partner in the enterprise, Mitch McConnell.

When Trump won the election, he completely shut out the CoC from any involvement in U.S. trade negotiations. Trump literally put himself, Wilbur Ross, and Robert Lighthizer in control.

The CoC was apoplectic but powerless to stop this action. CoC President Tom Donohue could not even get an appointment to see President Trump in the White House.

The only thing the CoC and Tom Donohue could do was to fund anyone who would assist them in removing the existential threat that Trump represented. That’s what they did.

With the CoC removed from influence, President Trump, Wilbur Ross and Robert Lighthizer began the painstaking process of taking the Wall Street profit tentacles off U.S. trade policy.

In essence, President Trump put the interests of the American citizens back into the top priority of the U.S. govt, as it pertained to the biggest of all big picture items, the U.S. economy. That’s why in 2018 and 2019 the U.S. economy was on fire with growth.

All of that MAGAnomic background remained in place when President Trump retook control in 2025, and now we are starting to see the positive economic effects again resurface.  However, that collective UniParty opposition still remains, albeit significantly diminished by the refusal of President Trump to move away from America-first policy.

The core of the opposition to all of President Trump’s actions, remains almost exclusively an outcome of the economics of policy the DC system no longer controls.  It’s about the money.  It will always be about the money.  The division we are encountering in the MAGA ranks, is specifically driven by those same financial interests who opposed candidate Donald Trump a decade ago.

When it came to trade policy, economic policy, tariff policy and the confrontation with China, there was not one iota of difference between any of the 17 republican candidates in that 2016 election.

There was not one degree of divergence from the traditional corporate economic policy of the 30 years that preceded that moment on stage.  Every one of the republican candidates aligned with the CoC message.

♦ CTH had previously identified our assembly as “The Last Refuge” specifically because there was no information space, no website, no organized group, no podcast, no functional assembly who understood the basic problem and simultaneously rejected the noisy pontificating baseline notion that our status was doomed to remain as a “service driven economy.”

We rejected that notion here.  So too did Donald J Trump, and subsequently we championed him.

His intention in this MAGAnomic regard has never wavered, flinched or diminished.  President Trump has focused on delivering real, actionable economic benefits due to a radically shifted policy approach toward jobs, trade and the underlying blue-collar economy.

As President, Donald Trump has never stopped being Main Street First in all policy outcomes.

What we are witnessing now with the division, derision and conflict goes right back to that original set of policy distinctions.

In 2016 we did not use the term “influencers,” but they existed inside every team for every republican candidate.  Dick Cheney’s daughter worked for Ben Carson. Mark Levin’s son worked for Ted Cruz. The daughter of Fox News Executive Producer for Political Content, Bill Sammon, worked for Marco Rubio.

All of those campaigns and every person in the professional republican apparatus that worked inside those campaigns had one very unique thing in common, they all adhered to the U.S. Chamber of Commerce constructs of economic policy.

Not a single candidate ever mentioned China as a strategic economic threat until Donald Trump kept hammering it.  Not a single Republican ever said economic security was national security, until Donald Trump made it core policy.

Remember this core difference when you see all of these voices who backbite, bitch, complain and protest that Donald Trump is not focused enough on American interests; it’s bullshit. It is all bullshit.

Not a single republican candidate ever cared about any of this stuff until Donald J Trump made it his mission in life to fundamentally restructure the economics of everything.  This is still his primary focus, and if you watch him work you will see it unfold in the outcomes of every single policy, even the foreign policy engagements.

President Trump is delivering a global shift, a multigenerational shift, in the return of U.S. power and financial WEALTH to our nation.  And, he’s unbelievably good at it.

MAGAnomics! The rest is just noise.

Orban Intercepts Zelenskyy’s Money Laundering Operation – Zelenskyy Threatens to Send Ukraine Special Forces to Assassinate Orban


Posted originally on CTH on March 6, 2026 | Sundance 

The origin of the latest development goes back several weeks.

Ukraine (Zelenskyy) was angry at Hungary (Orban) for blocking the €90 billion EU loan (a loan with no payback clause) which was backed by confiscated Russian sovereign wealth funds.  A splendidly European financial scheme.

To get back at Viktor Orban, Volodymyr Zelenskyy destroyed an oil/gas pipeline hub in Ukraine that transferred Russian oil to Hungary and Slovakia (Robert Fico).

Hungary and Slovakia were furious, and Zelenskyy said repairs were too complicated to be easily fixed.  Viktor Orban and Robert Fico then doubled down on blocking Ukraine funds and Ukraine’s assentation to the EU.

When Zelenskyy was questioned about Hungarian or EU inspectors visiting the site to evaluate the repairs, Zelenskyy said they would not be allowed access.

Zelenskyy further noted when he was told Patriot Missiles were in short supply, he did not get to visit the inventory; implying his lies were similar to lies told by the United States.

Caught in a lie, Zelenskyy followed up by saying he didn’t care, it was Russian oil so get lost.

Two days ago, Hungary then intercepted two Ukraine vans carrying $40 million in cash dollars, €35 million in cash Euros, and 9 kg of gold – presumably a money laundering transfer intended to fund Zelenskyy and his intelligence chiefs.

Hungarian Foreign Minister Péter Szijjártó stating that “since January, $900 million and €420 million in cash, as well as 146 kilograms of gold, have been transported across Hungary.”

The shipment apprehended by Hungary included 40 million U.S. dollars as well as 35 million euros and 9 kilograms (19.8 pounds) of gold — worth around $1.5 million at current prices — according to a separate statement by Oschadbank.

Hungary’s National Tax and Customs Administration confirmed Friday that it had detained the Ukrainian citizens and seized the two armored cash-transport vehicles. It added it was conducting criminal proceedings on suspicion of money laundering. {LINK}

Upon hearing of the intercept yesterday, a highly angered Volodymyr Zelenskyy then threatened to send Ukraine “special military operators” to the home of Viktor Orban to extract revenge.

Zelenskyy’s threat caused the European Commission to issue an unusual rebuke of the Ukraine dictator.

“Specifically in relation to the comments made by President Zelenskyy, we are very clear as the European Commission that that type of language is not acceptable. There must not be threats against EU member states,” Commission deputy chief spokesperson Olof Gill told reporters Friday, in a rare condemnation of the leader in Kyiv. {link}

Zelenskyy, with pants down and visibly on fire, now missing all the money/gold, retreats from the originating position that started this mess and says he will repair the oil transfer station he destroyed, if Hungary will permit Ukraine to get the €90 billion loan (not a loan) from the Russian sovereign wealth fund.

[…] After his emotional outburst on Thursday, Zelenskyy said he was ready to repair and restart the pipeline in a month if the EU officially requests it and promises Orbán will unblock the €90 billion loan.

Ukraine is expected to run short of funds by the end of March as it resists Russia’s full-scale invasion, and EU leaders have pledged to cover Kyiv’s financial needs for the next two years — a pressure point the Commission sees as partly explaining Zelenskyy’s anxiety over the veto and potentially prompting his remarks.

Speaking from the podium in the Commission’s Brussels headquarters, Gill urged both sides to cool it. {LINK}

Then…

Trying to give diplomatic western impressions but stuck with the Ukraine Nazi mentality at the forefront and visible, Volodymyr Zelenskyy angrily says he will help U.S. allies with anti-drone technology and strategy, but only if the United States will provide him with Patriot Missile batteries.

[…]  ““Our appeal is very simple: we would like to quietly obtain, – from countries we can name and countries we cannot name, – obtain a deficit for ourselves, those Patriot missiles and give them the equivalent number of interceptors. Yesterday I had consultations with everyone: the Commander-in-Chief, the Chief of the General Staff, the Minister of Defense, our military, management, intelligence, and so on. We clearly understood how much we need and how much we can additionally produce very quickly if we have this kind of dialogue with our partners. Aside from that, we will definitely provide expertise — specifically in protecting civilians and oil infrastructure, which, as you can see, affects the entire world. We will definitely provide our expertise.

– Zelenskyy on Thursday, March 5th, 2026.”

[Pictured Above – intercepted money laundering funds]

.

President Trump: ‘No Deal with Iran Except Unconditional Surrender’


Posted originally on CTH on March 6, 2026 | Sundance | 162 Comments

The U.S. and Israel have been targeting deep underground missile sites within Iran, with strong success.  Iranian counterstrikes, missile & drone launches are down 80 to 90 percent according to Pentagon officials.

Additionally, the Israeli military has reported they dismantled an underground bunker system in Tehran used by regime leadership.  Originally the bunker was used by slain Supreme Leader Ayatollah Ali Khamenei underneath the leadership compound in central Tehran.  The bunker was targeted by 50 Israeli fighter jets and subsequently destroyed.

President Trump announced via Truth Social that he will not seek any terms with Iran other than unconditional surrender.

[SOURCE]

Meanwhile, in a somewhat predictable move, Treasury Secretary Scott Bessent has announced the U.S. will lift some sanctions on Russian oil exports in order to mitigate shortfalls.  India will be permitted to purchase additional Russian oil for use in their refineries.  The gasoline end products will then be sold into the market.

BESSENT: “President Trump’s energy agenda has resulted in oil and gas production reaching the highest levels ever recorded.

To enable oil to keep flowing into the global market, the Treasury Department is issuing a temporary 30-day waiver to allow Indian refiners to purchase Russian oil. This deliberately short-term measure will not provide significant financial benefit to the Russian government as it only authorizes transactions involving oil already stranded at sea.

India is an essential partner of the United States, and we fully anticipate that New Delhi will ramp up purchases of U.S. oil. This stop-gap measure will alleviate pressure caused by Iran’s attempt to take global energy hostage. (more)

Strategically, it has always appeared that President Trump wanted to remove the sanctions against Russia as part of a negotiated peace deal with Ukraine.  However, the intransigence of Ukraine and the EU had blocked that move.  I would anticipate at some date the U.S. will use the opportunity of global need as a justification to permit more Russian oil to be sold into Western markets.

This approach will not make Ukraine or the EU happy; however, it could be structured to put petrodollars back in control of Russian oil sales.  That approach would further weaken China and the BRICS assembly who have been purchasing energy products in domestic exchange currencies.

The U.S., Venezuela and Russia could increase output and replace the missing oil production from the middle east region. This would stabilize markets.  Although, the politics of that approach would face stiff opposition.

What seems very likely is that Bessent, Rubio and Trump have a plan.   If there’s one person in U.S. politics who understands how to use oil to financially mitigate any geopolitical impacts, it’s President Trump.

Keep an eye on Russia.  Ignore the western media narratives and look for direct source information on Russian oil activity.

Let them work and just keep watching

Division, Derision and the Economics of the Thing


Posted originally on CTH on March 5, 2026 | Sundance

Do you remember this moment during the 2015 republican presidential debates when all of the candidates were on stage and leading control outlet Fox News (Bret Baier) purposefully asked the candidates:

…”is there anyone on stage, unwilling tonight, to pledge your support to the eventual nominee of the republican party, and pledge to not run an independent campaign against that person.  Again, we are looking for you to raise your hand now if you won’t make that pledge tonight.”

[The moment in video is here] The need for control is a reaction to fear.  The question was intentionally constructed to create both an optic and a narrative Fox News, Rupert Murdoch and the republican party were purposefully shaping.  Collectively the professional republicans were desperately afraid Donald Trump would run as an independent candidate.

I bring us back to that moment because it is the key to understand where we are even today.  This was the core of the matter. This is the “trillions at stake” aspect.  This is the economics of the thing as it first manifest.

Why did Donald J Trump stand against them all?

For many years before that moment, a small group of us had been outlining why it was urgent for MAGAnomics to take charge of the U.S. economy; because underneath both wings of the UniParty in Washington DC was a system that few understood.

♦ Prior to 2016, the United States Chamber of Commerce (U.S CoC), a private K-Street lobbying consortium, were the negotiators for every single trade deal done from the office of the United States Trade Representative (USTR).

The U.S. government (USTR, POTUS and Congress) was the trade stakeholder who signed the agreements; however, the actual nuts and bolts of what the trade deal included, the terms and conditions, were negotiated by the US CoC.

The U.S. Chamber of Commerce represented the corporate interests of their Wall Street clients. After all, the corporations paid the CoC and the business model of the CoC is dependent on the corporations.

This is the larger background for how decades of trade agreements ended up with offshoring, the Rust Belt, diminished domestic manufacturing, and increased corporate profits. This is the core mechanics of how a U.S. manufacturing economy was shifted to a “service driven economy.”

The U.S. Chamber of Commerce was writing the trade deals. The CoC would then fund the politicians who would approve the trade deals. The CoC would also finance the presidential candidates.

When President Trump ran for office in 2016, his trade, manufacturing and economic policies were against the interests of the entire business network that controlled trade. The U.S. CoC poured money into Hillary Clinton’s campaign and their main GOP partner in the enterprise, Mitch McConnell.

When Trump won the election, he completely shut out the CoC from any involvement in U.S. trade negotiations. Trump literally put himself, Wilbur Ross, and Robert Lighthizer in control.

The CoC was apoplectic but powerless to stop this action. CoC President Tom Donohue could not even get an appointment to see President Trump in the White House.

The only thing the CoC and Tom Donohue could do was to fund anyone who would assist them in removing the existential threat that Trump represented. That’s what they did.

With the CoC removed from influence, President Trump, Wilbur Ross and Robert Lighthizer began the painstaking process of taking the Wall Street profit tentacles off U.S. trade policy.

In essence, President Trump put the interests of the American citizens back into the top priority of the U.S. govt, as it pertained to the biggest of all big picture items, the U.S. economy. That’s why in 2018 and 2019 the U.S. economy was on fire with growth.

All of that MAGAnomic background remained in place when President Trump retook control in 2025, and now we are starting to see the positive economic effects again resurface.  However, that collective UniParty opposition still remains, albeit significantly diminished by the refusal of President Trump to move away from America-first policy.

The core of the opposition to all of President Trump’s actions, remains almost exclusively an outcome of the economics of policy the DC system no longer controls.  It’s about the money.  It will always be about the money.  The division we are encountering in the MAGA ranks, is specifically driven by those same financial interests who opposed candidate Donald Trump a decade ago.

When it came to trade policy, economic policy, tariff policy and the confrontation with China, there was not one iota of difference between any of the 17 republican candidates in that 2016 election.

There was not one degree of divergence from the traditional corporate economic policy of the 30 years that preceded that moment on stage.  Every one of the republican candidates aligned with the CoC message.

♦ CTH had previously identified our assembly as “The Last Refuge” specifically because there was no information space, no website, no organized group, no podcast, no functional assembly who understood the basic problem and simultaneously rejected the noisy pontificating baseline notion that our status was doomed to remain as a “service driven economy.”

We rejected that notion here.  So too did Donald J Trump, and subsequently we championed him.

His intention in this MAGAnomic regard has never wavered, flinched or diminished.  President Trump has focused on delivering real, actionable economic benefits due to a radically shifted policy approach toward jobs, trade and the underlying blue-collar economy.

As President, Donald Trump has never stopped being Main Street First in all policy outcomes.

What we are witnessing now with the division, derision and conflict goes right back to that original set of policy distinctions.

In 2016 we did not use the term “influencers,” but they existed inside every team for every republican candidate.  Dick Cheney’s daughter worked for Ben Carson. Mark Levin’s son worked for Ted Cruz. The daughter of Fox News Executive Producer for Political Content, Bill Sammon, worked for Marco Rubio.

All of those campaigns and every person in the professional republican apparatus that worked inside those campaigns had one very unique thing in common, they all adhered to the U.S. Chamber of Commerce constructs of economic policy.

Not a single candidate ever mentioned China as a strategic economic threat until Donald Trump kept hammering it.  Not a single Republican ever said economic security was national security, until Donald Trump made it core policy.

Remember this core difference when you see all of these voices who backbite, bitch, complain and protest that Donald Trump is not focused enough on American interests; it’s bullshit. It is all bullshit.

Not a single republican candidate ever cared about any of this stuff until Donald J Trump made it his mission in life to fundamentally restructure the economics of everything.  This is still his primary focus, and if you watch him work you will see it unfold in the outcomes of every single policy, even the foreign policy engagements.

President Trump is delivering a global shift, a multigenerational shift, in the return of U.S. power and financial WEALTH to our nation.  And, he’s unbelievably good at it.

MAGAnomics! The rest is just noise.

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.

Defense Secretary Hegseth and Joint Chief’s Chairman Dan Caine Hold a Press Briefing


Posted originally on CTH on March 4, 2026 | Sundance

Secretary Pete Hegseth and Joint Chief’s Chairman Dan “Razin” Caine hold a press briefing to outline the latest developments in Operation Epic Fury.

As day #4 unfolds, Secretary Hegseth notes the U.S. and Israeli Airforce are now in complete command of the skies above Iran.  The capacity of Iran to launch missiles and drones is shrinking rapidly.  Additionally, the Iranian navy continues to be targeted and destroyed.

General Dan Caine outlines the specifics of the targets and forces deployed. WATCH: