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BREAKING: Bloomberg reporting that China has just halted all exports of diesel and gasoline.
Things are getting interesting.
The Strait of Hormuz shows no full closure on shipping trackers right now, at least not publicly.
But what if it’s just not closed for everyone?
Some data points worth connecting:
• 5 days ago: Major escalation kicks off in Iran.
• Two days ago: President Trump announces the U.S. will start offering maritime shipping insurance on critical routes.
• Yesterday: Russian LNG tanker explodes in the Mediterranean, roughly $60-70B in LNG cargo essentially vaporized.
• Today: China cuts off all diesel and gasoline exports.
I started running the numbers on this and it’s lining up too cleanly.
China imports about 11 million barrels of crude per day, with roughly 40-45% of that flowing through the Strait of Hormuz (mainly from Saudi Arabia, Iraq, and Iran).
Their strategic petroleum reserves are estimated by analysts at around 90-100 days of total consumption at current burn rates of ~14-15 million barrels/day including refined products.
Cut off from Hormuz and they’re staring down the barrel of empty tanks in roughly three months.
That’s not a sustainable position. Their only realistic play would be immediate, heavy domestic rationing, factories slowed, trucking curtailed, civilian fuel limits, the works. That would slam their economy and ripple hard through global supply chains.
Remind me again…
How long does a president have under the War Powers Resolution before he has to go to Congress for an extension on military actions?
Oh, right—90 days.
Hmm 🇺🇸 Onward and upward, airforce
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This is a common tourist destination in Mexico.
Onward and upward,
airforce
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What a counterintuitive twist in the climate story.
The Sahara Desert of all places has shrunk by about 8% since the 1980s thanks to rising COâ‚‚ levels fueling a remarkable global green renaissance.
Data from NASA’s AVHRR and MODIS instruments show that 25% to 50% of Earth's vegetated lands have become significantly greener, an area equivalent to roughly twice the continental United States.
COâ‚‚ fertilization drove around 70% of this boom, making plants more efficient with water by reducing the time stomata (leaf pores) stay open, which in turn cuts water loss and boosts drought resistance.
This has allowed vegetation to reclaim arid edges in places like the Sahel (the Sahara's southern fringe), the Middle East and Australia's outback. The Sahara alone had lost around 8% of its desert, equivalent to over 700,000 km² of added green cover and pushing back the barren sand wastes in formerly inhospitable zones.
Atmospheric COâ‚‚ now hovers around 430 ppm (early 2026 levels) enabling plants to thrive where they once couldn't. While climate change brings serious challenges, this greening shows a clear, measurable benefit from higher COâ‚‚: and a greener, more resilient planet in many dry regions. Onward and upward, airforce
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