Loading ...NEW YORK TIMES ADMITS IRAN WAR A WIDFALL FOR US ENERGY SURPLUS
I always wonder whether it’s a good use of C&C space to mention whenever corporate media confirms one of the pillars of our big theories, but I’ll do it this morning since this is a bonus post and I just laid out the theory yesterday. You guys will appreciate this. Yesterday, the Times —in a totally unrelated article— admitted that the Iran war is, in fact, positioning the US at the top of a global energy pig-pile. Headline:
JEFF CHILDERS PAYWALLED SUNDAY SPECIAL….THIS PIECE CAN BE SEEN IN THE COMMENT SECTION…
See that? The U.S. and other exporters are poised for a windfall. What’s a windfall? Apple’s dictionary defined it like this: “unexpected good fortune involving receiving a large amount of money.” A windfall is like hitting the slots, winning the lotto, or getting one of those “unclaimed funds” notices in the mail reminding you of an account you opened on a wasted summer you spent in Sedona in 1993 that now has $23,000 in it.
After a solid month of “chaos” and “doom” commentary about the shutting of the Strait, now the Times calls it a windfall for the U.S.— snuck into an article about how bad the Western Europeans are getting it in the shorts.
Next, behold, the story’s first two paragraphs:
Get that? The United States will almost certainly benefit from this upheaval. So … not doom? Not financial collapse? Not cratered markets? Instead … a certain benefit?
Where’s the correction? Where’s the apology? How awful is corporate media? Never mind, don’t answer that. We’re still waiting for the Times to apologize for years of describing Stalin’s forced starvation plan as a heroic public works project. I wouldn’t even use the Times for toilet paper. You could catch rectal tuberculosis.
Here are facts. The US went from zero LNG exports to world leader in only 10 years. Our very first LNG cargo shipped from Sabine Pass in February, 2016— and Trump 1.0 accelerated it. Fortune projected our export capacity will double again by 2030. (“U.S. natural gas exporters literally answer Asia’s calls for ‘help’ from the Iran war, but aid can’t come ‘overnight.’”) Reuters reported that Europe “has instead become heavily dependent on the U.S., which supplied nearly 60% of the bloc’s LNG in 2025.”
Last week, the Washington Post admitted the same dynamic, causing Asian and European markets to drop “sharply”:
The same week that the NYT conceded it would be a “windfall,” Reuters reported Europe is scaling back “climate goals” to handle the energy crisis. Chickens, meet roost. The countries that bet on windmills over pipelines are now the ones desperately buying American gas at premium prices. They funded their own green transition with cheap Persian Gulf gas—and now that it’s gone, they’re funding America’s windfall instead. The only thing that changed was the address for payment.
The windfall isn’t a blip. Even in the rosiest scenario —a ceasefire next week, and the Strait reopens— the damage to Qatar’s Ras Laffan facility alone guarantees years of elevated demand for US gas. And the long-term contracts Europe and Asia are signing right now with US exporters will lock in that money flow well beyond the war. Thank you for your patronage.
? This is the Coffee & Covid magic, our secret sauce, the fruits of our combined efforts these last six years. I ran that theory yesterday morning. By noon, other influencers were running similar stories. By evening, the Times threw in the towel on its favorite war narrative.
See? We slew the media’s “chaos/doom” narrative. And now the corporate media is grudgingly admitting that the war will produce a “windfall” for the United States. That might not morally justify the war, but it does modify the calculation a bit, right?
The story also admitted that Western Europe and East Asia are frantically “scouring the globe” for gas. In other words, the windmill-loving countries most opposing de-globalization are panicked, distracted, and definitely not enjoying any windfalls. Globalist energy policy meant outsourcing their energy supply to the cheapest foreign producer, instead of developing their own— which worked great right up until somebody closed the Strait their gas ships pass through.
In fact —this is the most important point, which the Times studiously ignored— is that the globalist countries are the same ones funding the United States’ windfall. Their frantic efforts to find gas inevitably force them to queue up at the pickup window of Uncle Sam’s Discount Energy Warehouse. And their energy dependency arose directly from their own globalist policies. They have no one to blame but themselves. As President Trump tried to warn them during Trump 1.0.
That giant sucking sound is money flowing from Europe directly to the United States— right as the AI datacenter revolution kicks off with gusto. All thanks to Trump attacking Iran and its predictably “closing” the Strait of Hormuz. And now the Times has been forced to resentfully admit it isn’t a doom loop for the US, but a windfall.