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Special Scouting Report: Energy Shock Inbound – Oil & Natural Gas, and The Economic Impacts

A profound energy shock is now unavoidable, it’s underway. The second order effects (on things like aluminum and Urea fertilizer) are already beginning to bite.

The User's Profile Chris Martenson March 4, 2026
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Note: This is a PRINT ONLY special Scouting Report.  There’s no accompanying video.


There is an astounding array of things to focus on concerning the so-called “Epic Fury” (renamed AIPAC Fury by many) attacks on Iran.

Politically, there could not possibly be a bigger rift for MAGA at this point.  Trump is cooked in the midterms is my assessment.  But the political anger and disgust is something I can full rally behind as it targets incumbents on both sides of the aisle.

Dan Crenshaw lost his primary:

Jasmine Crocket lost her primary (and, true to form, blamed republicans somehow):

So we might be seeing the start of something great which would be the booting out of the incumbents who have enriched themselves while failing us all so badly.


Oil And Gas

The big story is the loss of the majority of the oil and gas that used to glide out of the Persian Gulf on a daily basis.

The impact this will have on the global economy cannot be overstated.  The only thing that could blunt that would be for hostilities to end right now, this instant and for peace to break out one minute later.

Let’s begin with natural gas.  Qatar stands out as the largest producer of LNG.  On the morning of March 4th, it announced the hard stop of all LNG production.

(Source – X)

So, even if it that peace broke out right now, it would need 2 weeks for a restart and another 2 weeks to get back to full production.

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Top Comment

The Kurds never get their whey.
Anonymous Author by randommike
28
Start Here What Do I Do?