Comment by dgellow

You won't find it in the mainstream press. This administration is about "pivoting to China" (i.e., controlling China more). Elbridge Colby, who is a main China hawk, is undersecretary of defense now.

Here is a write-up on the China part:

https://www.hudson.org/national-security-defense/iran-strike...

For broader geopolitical chess games the "Path to Persia" and "Extending Russia" papers are all time favorites.

The EU part isn't that explicit. It is a mixture of the US wanting to take the Greenland Arctic Sea route, sabotaging energy deliveries from Russia and making the EU dependent on US LNG. Now the EU is even more dependent on the US and there is no sign that the US wants Hormuz open. It is stalling, in my opinion deliberately.

It's clear the net effect is a subsidy to the North American hydrocarbon sector at the expense of Europe and China and India. Oil prices were falling, now they're not. Places like Alberta were going to run a deficit because oil prices were low. Now they're not. People were buying from the middle east. Now they're less-so.

Stated goals and whether this was accidental is a whole other question.

I'm not sure why people as a whole don't seem to have absorbed the fact that North America is an energy exporting economy now, not a net importer.

The question is whether North American consumers really like that they're paying so much more at the pump (and, shortly, for food prices) on account of oil executives making off like bandits.