Everything happening right now has a blueprint.
Venezuela. The Strait of Hormuz. A $300B refinery in Texas. Markets in fear. Soldiers on a board.
Follow the thread. 🧵
Today’s architects of conflict manage it from boardrooms, summits, and trading floors — while 20-year-olds from Des Moines take the coordinates.
The world produces 106 million barrels of oil per day.
It holds 300 billion barrels in Venezuela alone.
It has enough food, water, and energy to sustain every human being alive.
The scarcity is not in the resources.
The scarcity is in the will to share them.
Since when did courage become capital gain?
The world is rich enough to sustain everyone.
Before we talk strategy again — stop here.
6 US soldiers confirmed killed in Kuwait. Drone strike. March 2026.
One of them was Sgt. Declan Coady. Age 20. From Des Moines, Iowa.
13,319 children have been killed in Gaza alone.
The conflict is burning $1.43 billion per day.
$5.6 billion in munitions were spent in the first 48 hours alone.
$33 billion total since October 7.
He was not a pawn in a game he chose.
40,000 to 50,000 US soldiers are currently forward-deployed across Kuwait, Qatar, Bahrain, Jordan, and Syria.
5,270,000 people have been displaced since October 7, 2023.
520,000 of them are children.
$33 billion total since October 7.
For every $1 million spent on war — 5 jobs are created.
For every $1 million spent on education — 13 jobs are created.
520,000 of them are children.
13,319 children have been killed in Gaza alone.
The conflict is burning $1.43 billion per day.
$5.6 billion in munitions were spent in the first 48 hours alone.
While soldiers deploy and tankers navigate threat zones — here’s what the money is doing.
S&P 500: –2.1%. NASDAQ: –2.4%. Airlines cratering –4.5% average.
Fear & Greed Index: 22. Extreme Fear.
BlackRock is managing $14 trillion in AUM — and quietly restricting withdrawals on their HPS Credit Fund.
Ask yourself: who profits when markets fear?
Who positioned before the conflict escalated?
Who benefits from $1.43 billion per day in government spending?
But Lockheed Martin: +3.7%. Raytheon: +4.1%. Northrop Grumman: +2.9%.
Gold hit $5,178/oz. WTI peaked at $119.48. Brent at $119.50.
Bitcoin sits at $70,000 — recovering, but the crypto market is still bleeding.
Let’s zoom out to the full picture.
Saudi Arabia exports 10.8M barrels per day. Russia 5.1M. Iraq 4.2M.
China imports 11.6M barrels per day. The US 6.6M. India 5.2M.
Every arc on this globe is a dependency. Every dependency is leverage.
Partner: Reliance Industries. India. BRICS member.
Think about that geometry for a moment.
The US just partnered with a BRICS nation to refine oil seized from a country that was China’s primary Latin American supplier.
Venezuela sitting on 300 billion barrels — 17% of global reserves — just had its entire China supply chain severed.
30 to 50 million barrels are now headed to the US instead.
And in Brownsville, Texas — a $300 billion refinery is being built to process it all.
20.9 million barrels of oil pass through the Strait of Hormuz every single day.
That is roughly one-fifth of all oil consumed on Earth — flowing through a waterway 33 miles wide at its narrowest point.
89.2% of it goes to Asia.
China alone takes 37.7%.
India 14.7%. S.K. 12.0%.