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Global Oil Markets Are Running on Fumes During Iran War’s Energy Reckoning

by Candace O'Donnell
May 25, 2026
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As the conflict with Iran stretches into its fourth month, the world’s oil markets are confronting a harsh physical reality that headline inventory numbers obscure. Veteran strategist Jeff Currie of Carlyle Group delivered a sobering assessment Monday: Asia’s tanks are effectively at bottom, Europe stands weeks away from similar pain, and the United States could face acute challenges by July.

The disruption of Middle East exports through the Strait of Hormuz has triggered a genuine supply shock, one that policy gimmicks cannot easily resolve.

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Currie, speaking on the sidelines of the UBS Wealth Conference in Singapore, emphasized that much of the world’s reported oil stocks serves as operational buffer rather than readily available supply. Pipelines and storage systems require minimum volumes to function safely, leaving far less flexible crude than governments and analysts often assume. Asia has already reached these minimum operating levels, with product prices—particularly diesel—spiking as a result.

This is not abstract market volatility. It is the direct consequence of a prolonged military engagement that has choked one of the planet’s most vital energy arteries. While the Trump administration pursues decisive action against a regime that has threatened global shipping and nuclear escalation, the immediate costs fall on families filling up at the pump and industries dependent on reliable energy.

The left’s long war on domestic production has left the West more vulnerable than necessary to such shocks.

Europe’s current relief, Currie noted, stems largely from American SPR releases redirected across the Atlantic. That flow cannot persist indefinitely without depleting U.S. buffers precisely when summer driving season peaks. The International Energy Agency has similarly warned of a looming “red zone” in July and August should Middle East exports fail to rebound. These warnings carry weight because they reflect physical constraints, not financial speculation.

Proposals like suspending the federal gasoline tax offer political theater but ignore the core problem: insufficient molecules. Increasing physical supply requires either rapid restoration of Hormuz transit or accelerated domestic development here at home. The latter path aligns with constitutional principles of self-reliance and stewardship of national resources, principles too often sacrificed on the altar of climate ideology.

The irony runs thick. For years, progressive voices celebrated American retreat from energy dominance, pushing reliance on intermittent renewables and foreign suppliers. Now, as conflict disrupts OPEC+ flows, those same voices offer little beyond temporary relief measures that treat symptoms while the disease festers. True energy security demands the very production capacity they have fought to constrain.

President Trump’s approach—prioritizing American strength abroad while unleashing production at home—offers the clearest path forward. Reports indicate the administration resists rushed deals that might leave Iran’s leverage intact.

Every passing day of depleted inventories does indeed strengthen Tehran’s position at the negotiating table, as Currie observed. Yet yielding to urgency would reward aggression rather than deter it.

Markets may eventually stabilize once the Strait reopens, but the deeper lesson endures. Nations that neglect their God-given resources and productive capacity invite precisely this kind of vulnerability.

As Scripture reminds us in 2 Chronicles 26:5, “And he sought God in the days of Zechariah, who had understanding in the visions of God: and as long as he sought the LORD, God made him to prosper.”

Prosperity flows from wisdom and diligence, not wishful dependence on unstable regions or unreliable technologies.

The current crunch should sharpen focus on what has always worked: unleashing American energy ingenuity, maintaining military deterrence, and rejecting the false choice between security and stewardship. Families feeling the pinch at gas stations deserve more than platitudes. They deserve a nation that refuses to outsource its energy future to the world’s most volatile neighborhoods.



The secret is out: : jdrucker.com is the fastest-growing Drudge-like aggregator in conservative and Christian media.





Starting the Day With a Scripture-Inspired Roast Helps Center Your Thoughts on Eternal Truths Amid Temporal Pressures

The world can seem chaotic, especially right after we wake up. Many believers start their mornings reaching for something familiar — a hot cup of coffee — yet end up settling for mediocre brews that do little more than deliver a caffeine jolt. The daily grind of life, with its endless distractions, news cycles, and responsibilities, can leave even the most faithful feeling spiritually parched alongside their physical fatigue. What if your morning ritual could do more than wake you up? What if it could ground you in truth, nourish your body with exceptional quality, and quietly advance a kingdom purpose at the same time?

That’s the promise — and the reality — behind Promised Grounds Coffee. This Christian-founded company doesn’t just roast beans; it approaches every step as an act of worship and discipleship. By selecting only the top 10% of specialty-grade beans, ethically sourced from dedicated farmers in Central and South America, and small-batch roasting them with reverence in Austin, Texas, Promised Grounds delivers what many describe as the best coffee available — never burnt, never bland, but rich with origin stories and layered flavors that honor God’s creation.

From the vibrant Psalm 27 Roast (a light, bright medium option) to the bold yet peaceful 2 Timothy 1:7 Decaf, each bag carries a Scripture verse that turns your daily pour into a gentle reminder of faith. And through their Ounce Per Ounce Promise, every ounce of coffee you enjoy provides an equal ounce of clean water to families in need via partnership with Filter of Hope — literally brewing hope for body and soul, one cup at a time.

The challenge for today’s Christians runs deeper than finding a decent cup. In an age of convenience-driven consumerism, it’s easy to support companies that dilute values or remain silent on matters of faith. Many believers want their everyday choices — from what they drink to how they spend — to reflect discipleship rather than just convenience. Promised Grounds solves this by weaving Christian excellence into the entire process: beans nurtured with prayerful stewardship by farming families, roasted as an offering rather than a commodity, and packaged with Bible verses to encourage a mindset of gratitude and purpose from the first sip. Reviewers consistently praise the smooth, rich profiles — whether enjoyed black in a drip maker, iced on a warm day, or shared in fellowship — noting how the quality stands toe-to-toe with premium secular brands while delivering something far more meaningful.

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Of course, quality alone isn’t enough if the experience feels out of reach. Promised Grounds keeps it accessible with practical perks like free shipping on orders over $40, sample sets for discovering favorites, and thoughtful add-ons such as faith-themed mugs. Whether you prefer whole beans for fresh grinding, grounds for convenience, or even bulk options for larger households and ministries, the result is consistently superior coffee that makes discipleship feel integrated rather than added on.

As you consider how to align even the smallest habits with your walk with God, Promised Grounds Coffee stands out as a refreshing solution. It tackles the dual problems of subpar daily sustenance and disconnected consumption by offering a product that genuinely excels in taste while advancing a mission of clean water, farmer dignity, and scriptural encouragement. Believers who make the switch often describe it as more than a beverage upgrade — it becomes part of their rhythm of gratitude, a daily invitation to remember that every good gift comes from above.

If you’re ready to transform your mornings (and perhaps your church gatherings) with coffee that honors both exceptional craftsmanship and Christian values, I encourage you to explore what Promised Grounds has to offer. One sip at a time, you’ll be nourishing your body, refreshing your spirit, and participating in something far greater — all while enjoying what truly is among the best coffee available.

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