The politics of oil have fundamentally changed (youtube.com)
US is the maritime guarantor of the Persian Gulf, but 90% of Iranian oil goes to Asia. 'Thompson suggests the U.S. move against Iran (and Venezuela) in 2025/2026 may be a direct retaliation for China using rare earth mineral embargos to disrupt U.S. trade plans.' Ai tldr. Is there in the a US-led pro-state (oil, gas, nuclear) versus a Chinese-led electro-state (solar, coa, rare earths)?
Will US Big Tech support whichever party is most pro-nuclear, because Ai scale requires it?
Do US energy companies want access to Russian shale?
Has UK been complacent (all parties just assuming the market would handle energy security), UK lacks refining and depends seriously on imports?