The Strait of Hormuz just dropped oil flows to a fraction of normal.
The IEA released 400M barrels in emergency reserves — its largest move ever. Oil hit $100+.
This isn't chaos. It's the new world order in action.
A thread 🧵
Analysts at Wellington, CFR, and the WEF agree: 2026 is not moving toward one global order. It's fragmenting into several — multiple powers, multiple rules, multiple games.
Iran = survival through oil
Russia = power through gas
China = dominance through minerals
United States = control through the dollar
Different assets. Same goal: influence.
🇮🇷 Iran needs oil to sustain its economy and maintain regional influence.
🇷🇺 Russia uses natural gas as leverage—energy is its geopolitical weapon.
🇨🇳 China secures rare earth minerals to dominate global manufacturing and tech supply chains.
🇺🇸 The United States protects the dollar and the financial system—because influence over money means influence over everything.
Narratives shift fast.
Today it’s about reopening the Strait of Hormuz.
Tomorrow, it disappears.
The U.S. isn’t playing short-term — this is a long game
So, do you believe what I said earlier now?