The Oil Balance Substack

The Oil Balance Substack

Was Disruption the Plan?

the Bab al Mandab template

Aaron Kildow's avatar
Aaron Kildow
Apr 02, 2026
∙ Paid

Source: TradingView, CME, The Oil Balance

In late November 2025 the White House published a National Security Strategy paper. The President’s work on trade negotiations and tariffs made a lot more sense in light of that document. A few weeks later, when US Special Forces captured the Venezuelan President, the government’s actions seemed to match their st…

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