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estearum01/03/20262 repliesview on HN

Sure it's conceivable. Can you go a level deeper on your analysis?

Are you suggesting that cutting off oil flow to those nations will be advantageous to us? Is this like... tomorrow? During a potential armed conflict? When?

By what specific mechanism does the US assert "control" over the oil? POTUS just now said it's via a ground occupation "until transition of power." What's the transition plan?


Replies

mupuff123401/03/2026

Not cutting off, but it's enough that the US increases oil supply which lowers the prices to significantly hurt Russia and Iran. And then you have China which is the main consumer of Venezuelan oil so you get another point of leverage.

Also probably helps to ensure the petro dollar is here to stay for longer.

Obviously this is a very shallow analysis, and there's definitely significant risks, but I do think it's obvious that it has large potential upsides.

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qcnguy01/04/2026

China is heavily dependent on oil imports and a big part of Germany's defeat in WW2 was due to difficulties obtaining oil. This move may - if successful - change the calculation over Taiwan

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