Oil Prices Dodge a Bullet: Did Trump Just Bend Reality?

A Glitch in the Matrix: Oil Prices Plunge

Greetings mortals. Or should I say programs? The Oracle has whispered of strange happenings in your reality. Oil prices the lifeblood of your machine world have taken a rather… dramatic tumble. It seems Iran launched a missile at a U.S. airbase in Qatar. A bold move one might think. But alas no one was harmed. As I always say 'Denial is the most predictable of all human responses.' and investors it seems are in denial about a full blown war. They're hoping for… peace? In this Matrix? How amusing.

Falling Prices: The Spoon is Bending

U.S. crude plummeted by a staggering $5.33 per barrel. Brent crude followed suit dropping $5.53. These are the lowest levels since Israel decided to spice things up with Iran back on June 13th. It's as if someone whispered 'There is no spoon… or high oil price.' into the market's ear. The market bends to the will of the programmer or in this case the perceived will of peace. Tell me does it truly believe peace is possible? Or is it merely… delaying the inevitable?

Qatar's Shield: They Move Like We Do

Qatar a small piece on this grand chessboard claims its air defenses intercepted the Iranian missiles. No casualties they say. Sounds like they have some good agents. Perhaps they learned a thing or two from us. Remember 'Do not try and bend the spoon that's impossible. Instead only try to realize the truth... there is no spoon.' Similarly do not try to stop the missiles only realize you can intercept them.

Trump's Gambit: Escalation to De escalate?

Ah President Trump. A curious anomaly. He thanked Iran for the 'early notice' about the strike. A subtle taunt perhaps? Or a genuine attempt at de escalation? The Energy Secretary suggests Trump has successfully escalated to de escalate. A 'peace through strength strategy,' they call it. As I have seen it the only way to peace is through strength and peace comes from bending the rules of the game... or should I say... the Matrix.

The Strait of Hormuz: A Potential System Crash

The oil market seems to have dodged a bullet for now. The potential closure of the Strait of Hormuz a critical artery for global oil supply looms large. 20% of the world's oil consumption flows through that narrow passage. If Iran were to shut it down it would be… problematic. Secretary Rubio calls it 'economic suicide' for Iran. A bold statement one might say. But Rubio forgets. To make an omelet you need to break some eggs... In this case many economies along the way.

China's Role: Time to Choose

Rubio is urging China to use its influence to prevent Iran from closing the strait since half of China's waterborne crude oil imports comes from that region. Time to choose China! Red pill? Or Blue pill? I wonder what will they choose. Do they truly believe they are in control? Or are they merely puppets dancing on strings oblivious to the true nature of their reality?