Viewed independently, I think VZ, Ukraine, and Iran look like a hodgepodge of strange actions. There is a consistent view that joins them, namely as we approach the end of the davidson window, putting pressure on China and Russia via oil restrictions might help dissuade a larger war in the Pacific.

This is just a personal opinion, but lines up with Ukraine (burning refineries), EU (seizing sanctioned tankers FINALLY), VZ (cutting exports to China and moving to USA), and Iran (close the strait every so often). The unifying thread seems to be applying consistent pressure around China.