Tuesday, August 11, 2026

It Appears 2026 - 2027 Will Be The Year Of Shortages -- August 11, 2026

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Mideast: the mainstream legacy media now describe the situation in the Mideast as an unraveling situation. It was never raveled in the first place. And, yes, "raveled" is a word, which means, "raveled." What amazes me is how long it took folks to realize this was going to happen. Even President Trump is coming to the conclusion that one cannot negotiate with the current leaders of Iran.  

Energy in short supply:

  • oil
    • Russian exports falling to lowest level in years
    • the Strait of Hormuz to remain closed indefinitely;
  • nuclear:
    • summer heat is forcing shutdown of nuclear reactors in Europe
  • natural gas:
    • regional
      • very expensive in Europe
    • US should do well but AI could be the monkey wrench thrown into the grid
  • renewable energy
    • expensive and current administration does not favor wind, solar
  • nuclear:
    • again, regional 

AI / large data centers in US

  • large data centers won't meet demand
    • NIMBY
    • chips in short supply
    • energy in short supply   

Chips: not necessary to repeat the story

Peace (in short supply):

  • Ukraine / Russia probably will probably get worse;
  • Russia may probe NATO / EU / Europe's resolve;
  • Mideast: an old-style Mexican standoff in the mideast -- 
    • Mecca Joint Defense Agreement signed August 7, 2026 -- Turkey, Saudi Arabia, Pakistan;
    • Iran and its proxies: Houthis, Hezbollah, Hamas
    • Russia: two new training bases in Syria
    • China (behind the curtain) 
    • Israel: has broken with the US regarding Hamas
    • US: an erratic president that is often described as unhinged. Appears less and less interested in the Strait except to continue with a US Naval presence and blockade of Iran

Miscellaneous, also in short supply:

  • affordable housing
  • affordable transportation
  • jobs? in the US 

Common sense in Washington, DC (but this is not new).