Central banking as currently constituted is not able to deal with structural supply-side crises.

Incoming Federal Reserve Chair Kevin Warsh has publicly stated he believes AI is likely to be very deflationary.

China currently uses a policy of maintaining vast strategic petroleum reserves to manage supply shocks.

China resumed exporting refined products approximately one hour after the UAE announced its departure from OPEC and OPEC+.

The United Arab Emirates is no longer a member of OPEC and OPEC+.

The US military is highly reliant on industrial inputs from China and other nations.

President Trump is planning to expand the Pentagon budget by $500 billion next year.

A potential resolution to the current crisis could involve China working with the US against its ally, Iran.

The United States has offered Federal Reserve swap lines to the United Arab Emirates.

President Trump instructed Israel to halt its military movements against Hezbollah in Lebanon.

The United States is now publicly pursuing a policy of economic statecraft.

The Eurodollar system is responsible for the de-industrialization of the United States.

The Federal Reserve under Kevin Warsh may shift to setting different interest rates for different sectors of the economy, rather than a single rate.

The Trump administration will likely use stablecoins to create lower interest rates in the US and replace Eurodollars in parts of the global economy.

At the beginning of the Iran crisis, China halted exports of refined products and fertilizer.

Federal Reserve Chair Kevin Warsh believes that dollar swap lines are a geopolitical transaction and that Fed independence does not apply to them.

The Federal Reserve could begin offering QE-style balance sheet support for the physical economy, targeting sectors like mining, infrastructure, and military supply chains.