Energy economist Anas Alhajji breaks down the Iran war's impact on global oil markets, Hormuz shipping risks, and diesel shortages driving inflation. He exposes demand destruction, SPR manipulation myths, and why LNG dominates the energy security chessboard. Alhajji reveals how sanctions, trade wars, and AI data centers are reshaping macro policy, commodity prices, and dollar hegemony. From Saudi export bottlenecks to European deindustrialization, this deep dive connects crude volatility to monetary policy, Bitcoin macro, and the national security case for natural gas.

0:00 - Intro
0:32 - Iran Regime and War Context
5:35 - Regional Supply Chain Threats
8:15 - US Energy Dominance Strategy
15:23 - SPR Releases Compared
17:50 - Diesel and Product Panic
20:57 - Four Seas and Misinformation
28:15 - Deep Economic Trouble
34:29 - Commodity and AI Demand
41:02 - Near Term Energy Outlook
48:13 - Shifting Global Alliances
55:31 - Waterways and Weather Events
57:41 - LNG Investment and Security
1:01:23 - Refining and Nationalization
1:03:21 - Venezuela Oil Limits
1:09:19 - US Strategy and Drones