US EU Panic $100 Oil Price; Khamenei's Hardline Son New Iran Leader Gets Putin Backing; Gulf Crisis (Alexander Mercouris)

00:00 Introduction & Support Reminder
00:32 Global Oil Crisis and Straits of Hormuz
01:56 Oil Market Reactions & Price Predictions
03:59 Economic Fallout & Market Panic Scenarios
05:51 G7 Oil Reserves and Policy Challenges
09:13 Strategic Reserve Drawdowns and Political Priorities
13:03 Fragmentation of Oil Reserves in the West
15:03 Global Gas Shortages and European Energy Crisis
21:04 US LNG Policy & Rising Gas Prices
24:44 Lack of Forethought in Western Policy
28:39 Consequences of War: No Planning, No Exit Strategy
31:04 Weapon Shortages and Arms Aid Issues
36:52 Missile and Drone Warfare Effectiveness
41:06 Confused Strategies and Lack of Planning
49:11 Iranian Strategy, Leadership Transition, and Global Players
59:41 Russia's Position and India-US Tensions
01:07:13 War Status Quo: Stalemate & Gulf States in Crisis
01:13:14 Comparisons to Past Energy Shocks
01:15:03 War Consequences: Trapped Parties & Iranian Calculations
01:17:52 Ukraine Front: Russian Advantage Grows
01:21:11 Russian Negotiation Leverage & Upcoming Offensive
01:26:01 Summary & Closing Remarks



[Posted at the SpookyWeather2 blog, March 11, 2026.]