4.28.26 – C&C News

“Iran Burning up Its Own Oil in Desperation”

By Jeff Childers, practicing attorney and well-known author

https://www.coffeeandcovid.com/p/lovelorn-frogmen-tuesday-april-28?utm_campaign=email-half post&r=1popxz&utm_source=substack&utm_medium=email


Defying all expert predictions, the President’s Iran War plan appears to be working… 


yesterday’s breaking war news exposed most of last week’s trad-media
[i.e., traditional media] war reporting as outright lies. 


The Wall Street Journal reported
, “Iran Is Flooded With So Much Unsold Oil That It’s Stashing It in Derelict Tanks.” 


The sub-headline added,
Tehran is trying to buy time as the war turns into a race to see whether its oil fields or global consumers can take more pain.” 


…You might think that
having too much oil is one of those good problems that no one sympathizes…


Whoever is in charge right now in Iran
—probably some anonymous, morally flexible, Arabian business gentlemen who are totally off the grid and who enjoy multiple Swiss bank accounts and a private army— find themselves tightly pickled …Iran is burning up its own oil in desperation.


Why…
for two reasons. 


the first reason is Trump.


Iran is running out of places to stash the pumped oil, but it CANNOT [and MUST NOT] stop pumping. 


The second reason is President Trump’s …
blockade of the Strait of Hormuz which has stuffed a cork in Iran’s lower drainage aperture.


Iran can’t ship the oil anywhere else.


It’s that simple.


It gets worse. 


You see, Iran pumps a lot of oil. 
A lot. 


It has to…
to meet expenses


Supersized private armies and secret nuclear programs are among the most costly of the modern world’s luxuries.
 


And recently, due to various ‘sanctions’ that the ‘International Community’ strongly worded and then promptly forgot to enforce,
Iran has been pumping it out of the ground at record rates


They’ve been pumping it, and pumping it, and pumping it


At this point,
you, being a logical person, are probably wondering:Well, why can’t they just switch off the pumps for a while?


This is because you, like me, do not understand how an aging Middle Eastern oil well works. 

 

HOW OIL WELLS WORK


An oil well is NOT like a garden hose. If you turn off a garden hose, the water stops…


But
if you turn off an Iranian oil well, the entire apparatus seizes up


THE SUBTERREANEAN PRESSURE COLLAPSES. THE MACHINERY BREAKS DOWN. THE WELL CANNOT EVER BE RESTARTED


Hence,
the Iranians cannot stop pumping. The oil must flow. 


They are filling up derelict oil tankers. They are filling up spare barrels…


This awkward conundrum is Iran’s own fault. 


After President Trump asked Iran to give up its enriched uranium,
Iran said, “No, we need it for personal purposes.” 


They deployed six motorboats with black-masked men holding machine guns to shut down the Strait.


Trump shrugged and said, “No, 
you’re not shutting down the Strait. I am.” 


Iran’s mullahs
had forgotten one very important fact— they need the Strait to get rid of all the pumping oil


But Trump played his card and
turned it on Iran

 

IRAN USING AMERICA’S ALL-TOO-WILLING, LEFTWING MEDIA AGAINST TRUMP


And thus began one of the most mendacious media campaigns in history. 


Iran can be forgiven for lying; it’s in a war. War involves propaganda. 


But THE MEDIA isn’t supposed to report our enemies’ propaganda as straight news.


While President Trump and CENTCOM
[United States Central Command] were calling the US blockade a “tremendous success,” corporate media sneered


For example, consider this 
Financial Times headline from just three days ago:


“Iranian Tankers Bypass US Blockade – Dozens of ships exiting the Gulf include several loaded with Iranian oil.” 


At least 34 tankers with links to Iran have passed through the US blockade to exit the Gulf,
the Times gushed, whereas “US forces have so far detained one container ship in the Gulf of Oman and boarded a sanctioned tanker in the Indo-Pacific.” 


In other words [the leftwing media says]: 
Trump’s blockade is a joke. 


Wrong!


…one week ago, before the Financial Times article, the trade press was reporting the opposite. 

 

From Kpler [sic. Kplar -- financial data and research platform], dated April 23, 2026:


“Iran faces forced shut-ins as storage ceiling collides with reservoir constraints. Iranian supply is entering a forced adjustment phase, driven by two simultaneous shocks --  physical infrastructure disruption and a near-total halt to loadings.”
 


…Iran, which cannot win on the battlefield, is trying to win a 
political pressure war [using the leftwing media to spread misinformation], to force Trump to unblockade its oil so that futures prices fall


Meanwhile,
Trump is waiting for the Iranian oil fields to collapse.


So far, Iran … has bet that Trump wouldn’t 
actually let the oil fields collapse, because then its global output will begin being permanently reduced. 


JPMorgan estimated Iran is already down roughly 750,000 barrels per day from pre-war levels, even before full shut-ins


a prolonged shut-in cycle could lock in a PERMANENT loss of several hundred thousand barrels per day relative to pre-war capacity.


In other words,
Iran is betting that the President will back down and CHICKEN OUT well before its oil fields begin imploding.


As time marches on, the damage will permanently reduce Iran’s ability to contribute to global oil supplies. 


Trump is showing no sign of relenting.

 

TRUMP’S BIGGER PLAN


Think about what this reveals about the bigger plan. 


The structure of Trump’s blockade strikes the heart of the ONE THING —
THE AGING IRANIAN OIL FIELDS…


It’s REALLY the oil fields that support Iran’s (1) nuclear ambitions, (2) its gigantic private army, and (3) its terror proxy budgets.


By driving export flows down roughly 70% and pushing Iran’s mature reservoirs toward forced shut-ins, Trump’s policy is not just squeezing
 this year’s cash flow.


It is about
sailing straight toward PERMANENTLY shrinking the entire resource base that funds Iran’s private armies and secretive underground programs.


[Ironically, it was Iran who first tried unsuccessfully to blockade the Strait of Hormuz. Iran’s plan was doomed from the beginning because the United States does not need the oil since we have an oil surplus that we sell to countries worldwide.]  

 

PRES. TRUMP’S “SWITCHEROO”  


The U.S. CENTCOM very quickly took over the Strait of Hormuz and is not allowing any oil tankers going from Iran to the countries they supply.


On 4.22.26, President Trump stated that Iran is collapsing financially. They want the Strait of Hormuz opened immediately because
since the U. S. started blocking the Strait of Hormuz, Iran is no longer able to transport their oil to countries that buy oil from Iran.  


Iran is losing $500 Million a day. Their military and police are complaining because they are not getting paid. 


If that happens,
Iran will disappear from the global-problems stage for a generation


What first looked like a reckless blockade is starting to look more like Iran’s “structural retirement.” 


Tick, tock.


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MORE INFORMATION

4.8.26 -- “Iran War a Vast Success” -- By Jeff Childers – C&C News -- https://donnagarner.org/4-8-26-iran-war-a-vast-success-by-jeff-childers-cc-news/