rare earths

The OIL Conundrum Built By Trump Breaking The Back of America

Posted on by Helena

OIL.  The newest entertainment slop is to claim that the Democrats are colluding with Big Oil to keep prices elevated so as to eclipse the Midterms toward a Republican Loss.  Apparently, Democrats are no longer the bearers of solar, wind and batteries and instead in bed with Big Oil.  Interesting logic tossed about with all the fervor of a penny dropped in a waterfall.  Trump claims he runs Big Oil.  He loves Oil more than anything else in this world.  He embraces oil like it is a child… 

The citations compare the price of Crude in 2008 when it eclipsed to $147+ a barrel given demand from China and India.  What they fail to mention is that oil collapsed to $30 by December 2008 as America fell into a Deep Recession just 4 months later! 

The alternate hype is for a 2020-2022 comparable:  In 2020 at the height of the Pandemic, US crude plummeted to -$37.63 as global travel came to a halt and demand was nonexistent.  After lifting Pandemic restrictions in 2022, Brent Crude was the first to bounce hitting $120 and an average for the year of $95.  By 2023, it had fallen to $68.11. March 2024 the price roared back to $83.96 as a result of Israel’s Hannibal Directive. By the end of 2024,yet another tumble took crude to $58.35 just as Trump took office in 2025.  As Trump’s policies with Israel and against Iran took place, oil once again Skyrocketed to $108.64 WTI. Why? Trump bombed Iran. In 2026, Trump’s War played politics with shorts and longs based on Trump announcements, and oil remains a victim of Trump policies.

Sometimes reality is more than a single point in time.  Sometimes it’s a recession, or a pandemic, but this time it was a War – wholly unnecessary, wholly incited by Trump against a sovereign nation on behalf of another country’s maniacal genocidal psychosis.  The Jist: Now as the War with Iran continues on unsteady legs, the volatility remains and has nothing to do with elections and everything to do with family profits and deviant threats of Iran annihilation and WWIII!

US OIL INDEPENDENCE MATH:  The US consumes 20.6 million barrels of oil daily. The US produces 13.94 million barrels of oil per day. The US exports 10.7 million barrels of oil per day.  The US imports 8 million barrels of oil per day. 60% of those imports come from Canada, and 10% from Mexico. America steals roughly 300,000 barrels of oil a day from Venezuela. So Math it up:  Production and imports and theft = total 24.94 vs consumption and exports = 31.3.  Shortage = 6.36 million per day.  This is why the prices are high – simple supply and demand.

Refineries:  The US has 128 operating refineries. They are specific to auto, diesel and aviation. A total of 4 refineries have been shut down since January 2024 – 3 in California and 1 in Louisianna. The last time a major refinery was built in the US was 1977. The four were shut down by the oil companies operating them due to age predominantly. “Closures typically involve unprofitable, aging, or damaged plants requiring significant investment with uncertain returns, or facilities no longer aligning with a company’s strategy.” ~ Forbes.

Contrary to public opinion, refineries are not shut down by governors – they are shut down by their respective owners – The Oil Companies. 

Oil companies are making huge profits right now because the production and consumption algorithm doesn’t change – just the price.  It isn’t gouging, it is how free-markets work. With Trump charging tariffs on imported oil from Russia per the Lindsey Graham Ukraine Doctrine – those tariffs are scheduled to reach 100% to 500% and will be paid for by Americans upwards of 95%. That Trump gesture – will lead to massively higher prices and the Saudis will reap the rewards as they need to regroup after suffering damages into the tens of billions as a direct result of Trump.

Russia will continue its trade with India and China utilizing their own price point with payments in bitcoin or Yuan.  Further hitting the dollar further debilitating the US economy.  China will be fine. The supposed leverage Trump has over China doesn’t exist. China has made many friends while Trump and Israel have made enemies.  Enemies don’t want to trade with a bully.  Basic logic.

While Trump thinks his leverage is via tariffs, China really doesn’t care they will simply advance trade elsewhere -. Advanced chips?

While China has already made incremental advancements, they still have a round about via South Vietnam, Malaysia, Thailand and India.  In addition, a shipment of F35 parts was ‘accidentally diverted’ from the US to Hong Kong – containing stealth technology and likely advanced chips.  Reverse engineering may give China everything they need – cleaning house of ANY Trump leverage.

Trump gave China a two month extension on tariffs thereby allowing China a window to complete reverse engineering and share that stealth technology with Russia and Iran if it so chooses.  Game Over The King is felled.

Meanwhile Trump is in trouble with regard to Rare Earths.  Even IF he could advance exploration in Greenland (debatable) it would be years down the line before production.  Therefore the eye is on Brazil, the second largest reserves in the world – however, they are not in production like China, those reserves are estimates of what is in the ground. Like Greenland production could be 5 years to a decade in the future.

Right now, Brazil is facing off an election in the coming week; Lula vs Bolsonaro’s son.  Obviously, election interference is on the table and the CIA is actively inserting themselves to assure a Bolsonaro win amidst MUCH propaganda.

Therefore, Trump is attempting to playact as though he and Xi Jinping, are just great friends exchanging trivia… and partying.  Although the absence of the ‘stripper wine glass girls’ seems off the table for this show. 

Trump Attempts To Blackmail China With New Humanitarian Tariffs

Posted on by Helena

THE Tariff Game:  Most recently, Trump rebated a number of companies Billions of dollars in Tariff Rebates.  The total amount so far is $81 Billion in rebates to such affected companies as Ford, Walmart, Amazon, UPS, Fedex, Costco, etc… The People who actually absorbed the tariffs via higher prices?  Rebate = ZERO.  The amount of rebates remaining unpaid by Trump?  $85 Billion. Now Trump wants to impose more illegal tariffs despite the Supreme Court ruling:

President Donald Trump’s new tariffs include 10% to 12.5% global import duties being imposed on 60 trading partners.  The new citations are based on foreign countries which fail to combat ‘forced labor’.  A separate 50% tariff on specific Canadian goods such as automotive, dairy, and alcoholic products is completely illegal according to the Supreme Court and will simply lead to more refunds.

25 states have thus sued Trump claiming he is in violation of the Supreme Court’s decision.  The countries included in the scheme of disregarding ‘forced labor’ or Human Rights Abuses include 1/3 of the globe: The UK, Canada, Brazil, Ecuador, Indonesia, El Salvador, Argentina, Chile, Switzerland, China, EU, Russia, India, Israel, Morocco, Saudi Arabia, etc…  The End Result; Americans have already been fleeced by the tariffs with no reimbursement.  Another round will accomplish a deeper hit on American pocketbooks – pushing many into foreclosure, bankruptcy, and a failed middle class.

That would be the Purpose. Hitting Canada the hardest at 50% is contrived to destroy their economy so Trump can attempt to add them as the 51st state. (On a weird note, the White House website wants me to subscribe to see their content). Subscribe means tracking. Tracking means surveillance. 

Trump deeply wants to create an Empire.  He dreams of being known in the history books as someone akin to Genghis Kahn or Muhammed or Napoleon.  A Great and Glorious Conqueror who expanded the Isramerica Empire to include South America, Canada, Greenland, the Middle East, and Ukraine. Like Hillary, he wants to wear velvet robes and a solid gold crown bedecked with rare jewels to exemplify his Greatness. 

The fact that he is completely out of touch with the world may be lost on him, but his sons and daughters have the ability to step in and contain his humiliation yet choose not to.  Do they despise him that much?  

In order for Trump to declare the tariffs are based on humanitarian rights – he would need documented proof that said violations exist.  President Trump’s direction is based under Section 301 of the Trade Act of 1974.  Trump has declared that these 60 countries are in violation for their failure ~ to impose and effectively enforce a prohibition on the importation of goods produced with forced labor.  Most specifically China. Any country which trades with China must be punished according to Trump.  Despite the punishment being born by American Taxpayers. The effective block on China is likely an attempt at blackmail for Rare Earths given Trump has been unable to find a replacement for his War Industry and time is running out.

China does not respond well to blackmail any more than Iran does.  Relations will not improve. Necessary Rare Earths will be more rigorously blocked, and Trumps foot will find itself in his mouth. Because every avenue he has pursued is at least 5-8 years away.  IF Trump wants to continue his PacMan exercise in gobbling entire countries – he needs weapons. Now.  Iran has already restocked with shipments and America is left high and dry. 

Strategy is now an infantile game of word salad and his base is falling away more rapidly.  Midterms given alternate ideologies an edge will not tolerate Trump’s rampant and conflating fraud and corruption as he profits BILLIONS on his own declarations – including the insider trades on oil.  Iran has followed the money trajectory and implicated Kushner and Witkoff – the two peacemakers who did absolutely nothing but profit off Trump’s maniacal swings.

Iran and Oman claim a deal is close between them to open the Strait with caveats – including a fee.  Said fee will bump up oil and industrial goods costs which will be passed to the receiving country’s taxpayers. It is unclear if Trump will claim this as a red line and strike Iran again given after 312 times of bomb shifting, the red line is a moving target.  In order to quell that possibility, Trump declares that the 313th time he really, really means it.  Last Chance. Either capitulate or Trump will decapitate Iran.   

But given Israel’s weapon stockpiles are also perilously diminished, Trump has nowhere to go for replacements except Russia…  Wouldn’t it be fun if Russia sold Trump all duds?  Missiles packed with tomatoes and kiwis… raining down on Iran. Just a thought.

The process for charging the tariffs, collecting the tariffs, and then redistributing them to tech companies which don’t lower prices or rebate customers might garner Trump a few ‘donations’, but lose more points in the end leading to a failed Midterm objective.  UNLESS – he cheats.   

The Door has been purposefully left open as the Save Act languishes. And Trump needs some rigorous cheating in order to gain back a lost MAGA. All while scaring off legal immigrants who are afraid to vote due to a rogue ICE command that will be used to monitor elections.  His chicken in the bag is Dominion which as of 2025 is owned by a Trump fan. And cheating is something Trump is very very good at.  Proving this business acumen quite efficiently!      

Xi Jinping and Trump Meeting to “Make Deals”

Posted on by Helena

The meeting between Xi Jinping and Trump is hyped stratospherically as though Trump and his 12-16 billionaire minions will tromp all over China’s stoic atmosphere and steal deals left and right.  Center stage, Trump is prepared to offer XI Jinping the ‘ability to invest $1 Trillion in America’.  In return for this carrot, it is anticipated that China will help the US destroy Iran. The Techie billionaire club will all offer to share their knowledge IF China invests in their companies.  Apple, Boeing, Citi, Tesla, Meta, Blackrock are all representing America looking for money.  And the pressure is building.

In advance, limousines were sent over aboard cargo planes because riding in a Chinese vehicle is apparently not safe.   A fifty vehicle motorcade, a minimum of 300 rooms to accommodate security, and likely some presents for Xi, meals et al all billed to America – all courtesy US Taxpayers. I seriously doubt Xi Jinping is impressed, more likely ‘amused’ at the gauche expression of wealth.  Unlike the typical Davos extra-curricular activity, I doubt Xi will provide the 2,000 prostitutes these people anticipate. C’est la vie.

The media is already claiming Xi Jinping has agreed to all of Trump’s pressure valves and everything will be great – China might even agree to become the 51st state…

Simultaneously, the US Government has issued a Level 3 Travel Advisory for China – due to arbitrary enforcement of laws – reconsider travel. 

Trump is desperate for two things:  1) rare earth minerals,  2) fix the Iran mess for him. The $1 trillion investment in the techie companies is up to the techies to sell.  Grovel.  Interestingly, the Glam Team seems to think China has $1 trillion in cash just sitting around growing mold & waiting to invest… while demonizing their failed economy.  What is unclear, is what China wants from America.

Apparently, America is not offering much  – the lifting of ‘some sanctions’, and leaving Taiwan alone seem to be the only cards Trump and his techies have to offer.  January 2026, Boeing’s financials revealed deliveries of 600 commercial planes (reflecting a $7 billion loss) and a ‘backlog of 6100 planes’.  What fool would put his name as the 6101st in the backlog and wait ten years? 

It appears, the spin Trump hopes to create is heavily weighted on the great relationship he has with Xi Jinping and releasing China from US sanctions and tariffs.  In a game of Poker – Trump holds the 3 of diamonds and 3 spades. Given the largess sanctions imposed by Trump relate to Iran, Xi Jinping has already instructed all related companies to ignore them.  Xi used the ace of diamonds.  Given tariffs are absorbed by US Taxpayers – Xi used the ace of spades.  And Trump has nothing to sell that China wants.

Treasuries:  China still holds $700-$800 billion in US Treasuries.  IF China were to sell Treasuries, it would trigger an increase in Treasury yields to make them look more attractive and cause a spiraling of economic pain for America via high interest rates impacting the government debt, businesses and consumers.  What IF, Trump proposed ‘loaning’ China the money to invest in the techies?  Increasing China’s debt.  As of 2024, according to the IMF, China’s debt stood at 88.8% of GDP – compared to the US at 120.79%, Italy at 135.33% and Japan topping the debt world at 236.66%.

That debt would go a lot further in Africa than it could possibly in the US amidst high inflation. Not to mention proximity – closer to home.  China is in the early stage of an economic transition with consumption central.  Debt is NOT their economic strategy.  Average household debt in China is $13,000 compared to the average in the US of $154,150.  Obviously, the money changers would like to change that noose and want all global peasants to be heavily indebted to the Bankers.

There is also the Blackrock demand for an international blockchain digital monetary system that Fink could pitch to Xi Jinping. As the BRICS+ have moved from trading in dollars to trading in Yuan which further destabilizes America and the dollar.  Banks are NOT ready.  The transition could take upwards of ten years.  The crater it would create would be filled with gold and silver. The US can’t fill the crater because as Trump has insinuated  –Fort Knox is empty.

I doubt China’s Five Year Transition Plan is to make China a slumlord to its taxpayers. 2026 marks the 15th five year plan for China.  Always the Tortoise, the purpose of adhering to the plans is rooted in patience.  Staying out of wars saves about $360 billion annually.  As a result, China has surpassed America in tech, AI, infrastructure, automobiles, and manufacturing.  Where it lags is in advanced chip manufacturing which it imports from Taiwan, South Korea, Malaysia and Japan.  The discount over Nvidia is upwards of 30% to 50%.

As Trump and his techies land in China, I propose they are wholly under-prepared, overly cocky and will find themselves bowing and scraping for Xi’s approval.  Hopefully, they studied Chinese protocols, some words of greeting, manners and etiquette before launching themselves into a grease pit of disrespect. Trump?  He will definitely go off script and the profanity and ego will not be well tolerated…

Big Daddy Trump Hustling While Triggering Massive War

Posted on by Helena

While Trump humbly boasts about what a great dad he was because he said no to drugs and alcohol, it appears the Coup Makers are intending a massive strike inside Venezuela.  The ‘peacemaker’ is angling to once again bomb a sovereign country because Israel was unable to install their proxy, Maria Machado and the pariah state of Israel needs to manufacture new allies from which to extort aide and resources.

In 2020, Operation Gideon was initiated to overthrow Maduro via the mercenary mission utilizing Silvercorp USA.   Founded by ex Army special op, Jordan Goudreau, originally from Canada, the operation was an abject failure.   He deployed sixty men, eight of whom were killed and 2 captured – both ex-Green Berets.  It is asserted that the US DEA financed the incursion for $213 million.  This was Trump’s first foray.  This time he is sending in the Big Guns. 

While some pundits believe the invasion is motivated by oil, Israel’s history would indicate they want the entire country under their proverbial thumb.  Like America.  Unfortunately, China envisions other ideas concerning its zero-tariff trade partner and has no intention of simply allowing the American Israeli War machine to decimate their partner.  China has an inherent interest in that it has loaned Venezuela a significant amount of money in exchange for oil deliveries.  But there is another catch – Venezuela has rare earth minerals.

Venezuela’s rare earth elements and critical minerals are being extracted in areas under the control of guerrilla groups.  The problem is growing in the Amazon Basin: the Guiana Shield, one of the oldest continental fragments in the world contains rich deposits of critical minerals, including tin, tungsten, tantalum and rare earth elements.  The guerilla groups have been selling the rare earths to China.

Colombian guerrilla groups including the National Liberation Army (ELN) and dissidents of the Revolutionary Armed Forces of Colombia (FARC), control much of the illegal mining in southern Venezuela.  The FARC is a communist revolutionary group formed via the Bolshevik conquest in 1924.  The ELN is also a Marxist-Leninist faction guerilla unit which was at one point led by Catholic Priest, Camillo Torres Restrepo, who became friends with Joseph Stalin.  It is comprised of local peasants.

However, it is the CIA that has been the global Drug trafficking Cartel for 80 years.  They were the main Cartel charged with operations via the Corsican Gang in France in the 1930’s.  Korea in the 40’s and 50’s. Burma, Thailand and Laos during the 70’s.  Nicaragua in the 80’s, Venezuela and Colombia in the 90’s, Afghanistan throughout our 20 year war, and Mexican Cartels during Trump’s first presidential tenure.  ALL of which have been documented by investigators and journalists including some who were suicided for their efforts.

Today, Colombia’s president, Gustavo Petro, is not a fan of ‘barbarian Trump’ and has posited an alliance with Venezuela to counter US aggression.   Trump has sanctioned Petro, designating him as operating the Colombia drug cartel, while threatening 25% tariffs.  Is it because the CIA has lost control over their operations in Colombia and Venezuela that Trump is positioning a War?  Is it because Venezuela’s rare earths are going to China instead of the US?  Or is it oil?  The complexity would dictate it is all of the above.

Both Colombia’s and Venezuela’s trade with China have increased greatly over recent years.  Squeezing out the CIA while keeping China flush in oil from Russia and Venezuela.

Once again, Trump is attacking the dragon without advance strategic thinking into the tribble effect.   Should Trump anger China’s Xi Jinping, they could simply revoke the temporary one year resolution regarding rare earths in retaliation.   Most of the Trump rare earth deals so far produce little and have a small impact on the supply deficiency.  New mines can take 6 or more years to begin production.  China is essential in order for the War Department to survive.  The CIA drug trade is small potatoes by comparison. 

Had true strategic thinking been employed, America would have waited until rare earth’s were bountiful or replaced before triggering a China War.  As it is, our stockpiles have been severely depleted.  America and the entire west have been defeated once again – this time in Ukraine.  And the supposed ‘greatest militaries in the world’ have lost yet another war.

China has shown that the means to another country’s resources is not achieved through the battlefield.  Yet the western Bolsheviks know nothing else and thus have triggered endless lost wars wherein our soldiers are effectively suicided on the battlefield by incompetent Generals whose ribbons are handed out like Amazon confetti.  Our fathers and brothers, sons and grandsons, are fodder just as we witnessed in Ukraine and Afghanistan.

And Trump is willing to sacrifice more men to appease Israel’s demonic obsession with death.  Will China and Colombia intervene?

The Generals Are Coming To Quantico War Department

Posted on by Helena

The Generals Are Coming To Town!   800 of them.   Trump has assured all that it is simply a meeting to tell them what a great job they have been doing and give them all a pat on the back.  At Quantico.  Quantico is a training base for the Marine Corps and home to the FBI.   It’s very purpose is training for war.  While there is a town of Quantico, one must drive thru the military base in order to visit the town.  Thus, necessitating security clearance, an access card and a sponsor.  Still, it would normally be considered highly unusual and a potential security breech to have ALL one’s highest ranking military personnel in one location.  They don’t travel ‘alone’.

Speculation is all over the place, however there are four top tier considerations:  1)  Venezuela and the world reaction to a US open-air bomb campaign coup,  2)  Troops to Gaza,  or 3)  Russia needs to go, and 4)  Afghanistan called and said no go on Bagram Air Force base.   Trump’s Ego is built on vengeance.  What is most certainly NOT the reason for this one in lifetime of ever is to unite every general leaving their posts – putting troops at risk while simply giving them all a pat on the back for jobs well done.

According to various Mainstream media outlets, their analysis sites Venezuela as the reason for the meeting.  Trump’s claim that he wants Venezuela has little to do with drug patrols and everything to do with securing rare earths before his next meeting with Xi Jinping in order to have leverage in the negotiations.  As it stands, Trump has so far rejected Russia’s offer of the minerals, lost Greenland, is not confident about Afghanistan, and thinks Venezuela would be an easier target.

Given Trump is cuffed to Netanyahu, South America could align with Venezuela creating a bigger fault line for Trump to cross.  Given Trump’s riff with Colombia President at the UN and Lula of Brazil’s allegiance to the BRICS, starting a war in South America may not go as planned.  A hard landing may see the embattled Argentina military ousting the very unpopular Milei.   And the entire area could very easily blow up!

The irony of Trump’s claim that Maduro rules over the drug cartels is punctuated by the fact that the CIA runs the global drug trade and has for decades.  Bolstering the rare earth analysis of which Brazil is also replete. 

There is also the possibility of all four events going ballistic.  Trump has told Ukraine to hit Moscow and told Hamas that if they don’t agree to his 21 point concession demands he 100% backs Netanyahu’s desire to kill the remaining civilians.  IF Moscow is hit, Ukraine will be forced out of existence.  IF Hamas disagrees with any of the 21 points, and Israel decides another Qatar hit is the answer, the entire Middle East will implode and Israel’s existence becomes fleeting.

All this ‘Peace Making’ is creating a tenuous position for global earth. 

While Hegseth called for the meeting as ‘Urgent’, the implication is much more heavily toward war talks as opposed to the Nobel Peace Trump promised.  The entire ‘ethos’ speech Hegseth is slated to give is roughly 30 minutes.  Trump may speak similarly.  Whether Press will be allowed would seem rather insecure given the literal package; President, Hegseth and every US military general plus their aides and security detail.  Rather spicey to say the least.

Hegseth’s topic is claimed to be ‘warrior ethos’.  The Warrior Ethos is a military creed especially relevant during times of war wherein a soldier’s personal beliefs are left at the door and only the military and the goals as determined by the Generals have relevance in the soldier’s duty and resilience when fighting the enemy.  It is a Braveheart Battle Cry!

Ethics and morality tabled. 

The fact that Trump just recently renamed the Department of Defense, the Department of War, should have given us an inkling of his intentions.  While the breached airspace as claimed by a handful of European leaders has ramped up as a universal Russia did it, not one country can provide proof of either the breach or the perpetrator giving the impression this is a false flag to incite fear and loathing so as to justify an attack.  Civilians will become the Hannibal Target in such an event.

President Trump has attempted to work toward positive outcomes inside America including the removal of illegal alien ganglanders, and the stomping of crime in our blue infested cities.  Those efforts are commendable.  But the economy is in shambles.  Employment is abysmal.  Prices are rising exponentially.  And now the very real incitement to a number of wars as a foreign policy indictment will leave America forever the wounded Pariah.