{"id":64424,"date":"2026-05-19T16:20:44","date_gmt":"2026-05-19T20:20:44","guid":{"rendered":"https:\/\/stateofthenation.info\/?p=64424"},"modified":"2026-05-19T16:20:58","modified_gmt":"2026-05-19T20:20:58","slug":"sotn-cannot-vouch-for-this-cataclysmic-global-oil-analysis-but-if-its-true","status":"publish","type":"post","link":"https:\/\/stateofthenation.info\/?p=64424","title":{"rendered":"<h2><b><span style=\"color: #ff0000;\">RED ALERT!<\/span> <span style=\"color: #000000;\">SOTN cannot vouch for this cataclysmic global oil analysis, but if it&#8217;s true&#8230;..<\/span><\/b><h2>"},"content":{"rendered":"<h2><strong>&#8230;then this was the plan all along to collapse the<br \/>\nthe entire planetary civilization via OPERATION ENERGY COLLAPSE in order to accelerate\u00a0the<br \/>\nGreat Reset and roll out a universal CBDC and<br \/>\nsocial credit system.\u00a0<\/strong><\/h2>\n<hr \/>\n<p>SOTN Editor&#8217;s Note: This <em>Alt Media<\/em> platform published the first expos\u00e9s on the Internet that broke down the long planned and highly organized scheme that we memed <strong>&#8220;OPERATION ENERGY COLLAPSE&#8221;<\/strong>.\u00a0 For example:<\/p>\n<h3 style=\"text-align: center;\"><strong><a href=\"https:\/\/stateofthenation.info\/?p=57556\">OPERATION ENERGY COLLAPSE:<br \/>\nEverything is going exactly according to plan just like\u2026..<\/a><\/strong><\/h3>\n<h3 style=\"text-align: center;\"><strong><a href=\"https:\/\/stateofthenation.info\/?p=62872\">The Controlled Demolition of the Global Energy Architecture<\/a><\/strong><\/h3>\n<h3 style=\"text-align: center;\"><strong><a href=\"https:\/\/stateofthenation.info\/?p=63333\">YANKEE PIRACY AND USURPATION<br \/>\nOF THE GLOBAL ENERGY ORDER<\/a><\/strong><\/h3>\n<p>The following assessment regarding this Khazarian-directed globalist plot to bring about a &#8220;Physical Oil Infrastructure Failure on Global Scale&#8221; appears to be accurate.\u00a0 And if it is, this surely is the very stealthy and complex international criminal conspiracy by which the last phase of the <em>New World Order<\/em> implementation plan will be completed toward an overtly totalitarian <strong>One World Government <\/strong>controlled by you know who.<\/p>\n<p><a href=\"https:\/\/stateofthenation.info\/?p=64424\">State of the Nation<\/a><br \/>\nMay 19, 2026<\/p>\n<hr \/>\n<h1>JP Morgan: September Sees Physical Oil Infrastructure Failure on Global Scale &#8212; Other Analysts: 3 weeks Until U.S. Petroleum EXPORT COLLAPSE<\/h1>\n<p><!--more-->Hal Turner<\/p>\n<p style=\"font-weight: 400;\">The ongoing closure of the Strait of Hormuz in the Middle East is wreaking havoc on the oil industry worldwide because about twenty percent of global daily oil requirements, are NOT flowing.\u00a0 \u00a0Out of every ten barrels of oil needed to keep the world\u00a0functioning, we are\u00a0<b><strong>short two barrels<\/strong><\/b>.<\/p>\n<p style=\"font-weight: 400;\">Countries around the world have been drawing-down from their Reserves to meet the ongoing demand, but those Reserves cannot last.\u00a0 JP Morgan Analysis shows the U.S. hits its &#8220;Operational Floor&#8221; in September.<\/p>\n<p style=\"font-weight: 400;\">The &#8220;Operational Floor&#8221; is when there is not enough oil in the storage tanks, to weigh down the bottom oil and push it into the pumps to refine it.\u00a0 (The pumps can&#8217;t suck the oil into themselves because the oil is too thick and heavy). If there isn&#8217;t enough weight, the thick oil\u00a0cannot be pumped;\u00a0<b><strong>refineries are forced to SHUT DOWN<\/strong><\/b>.<\/p>\n<p style=\"font-weight: 400;\">Here is the revised Chart as published by Bloomberg:<\/p>\n<p style=\"font-weight: 400;\">The second line on the chart above is oil Doomsday.\u00a0 This September.\u00a0 Just in time for Autumn and into the Winter.\u00a0 Think: No heat in your house.<\/p>\n<p style=\"font-weight: 400;\">The timeline according to JPMorgan:<\/p>\n<ul style=\"font-weight: 400;\">\n<li>\u00a0Feb 2026 \u2192 Iran war disrupts supply<\/li>\n<li>\u00a0June 2026 \u2192 Inventories hit 7.6B barrels (Operational Stress Level)<\/li>\n<li>\u00a0Sept 2026 \u2192 Inventories hit 6.8B barrels (Operational Floor)<\/li>\n<\/ul>\n<p style=\"font-weight: 400;\">That last number isn\u2019t a warning.\u00a0 It\u2019s the minimum required to keep pipelines pressurized and refineries alive.<\/p>\n<p style=\"font-weight: 400;\"><b><strong>Below 6.8B barrels:<\/strong><\/b><\/p>\n<p style=\"font-weight: 400;\">Pipelines lose pressure.<\/p>\n<p style=\"font-weight: 400;\">Refineries shut down.<\/p>\n<p style=\"font-weight: 400;\">Fuel stops moving.<\/p>\n<p style=\"font-weight: 400;\">This isn\u2019t an \u201coil price\u201d story anymore.<\/p>\n<p style=\"font-weight: 400;\"><b><strong>This is physical infrastructure failure \u2014 at global scale.<\/strong><\/b><\/p>\n<p style=\"font-weight: 400;\">Markets are still debating $90 vs $110 crude prices.<\/p>\n<p style=\"font-weight: 400;\">That&#8217;s the wrong question.<\/p>\n<p style=\"font-weight: 400;\">The right question:\u00a0<b><strong>what is the price of oil when the system physically cannot deliver it?<\/strong><\/b><\/p>\n<p style=\"font-weight: 400;\">There is no model for this.<\/p>\n<p style=\"font-weight: 400;\">There is no historical precedent.<\/p>\n<p style=\"font-weight: 400;\">There is no playbook.<\/p>\n<p style=\"font-weight: 400;\">Either a resolution happens \u2014 or every market on earth reprices simultaneously: Energy. Food. Shipping. Manufacturing. All connected to\u00a0one\u00a0line on\u00a0one\u00a0chart.<\/p>\n<p style=\"font-weight: 400;\">The U.S. Energy Information Agency (EIA) May 15 Print:<\/p>\n<ul style=\"font-weight: 400;\">\n<li>Crude: -4.3mb (expected -2.5mb)<\/li>\n<li>Gasoline: -4.1mb (expected -3.1mb)<\/li>\n<li>Cushing: -1.7mb<\/li>\n<li>SPR: -8.6mb<\/li>\n<\/ul>\n<p style=\"font-weight: 400;\">Every number missed bearish expectations \u2014 except distillates.<\/p>\n<p style=\"font-weight: 400;\"><b><strong>The market is draining\u00a0faster\u00a0than models predicted.<\/strong><\/b><\/p>\n<p style=\"font-weight: 400;\">And the Strategic Petroleum Reserve (SPR) can\u2019t save it this time.<\/p>\n<p style=\"font-weight: 400;\">US total liquids with SPR are headed to an ALL-TIME LOW.<\/p>\n<p style=\"font-weight: 400;\">Since EIA started publishing data in 1990 \u2014 this has never happened.<\/p>\n<p style=\"font-weight: 400;\">The numbers:<\/p>\n<p style=\"font-weight: 400;\">\u25b8 ~213 million barrels drawn from now to end of July<\/p>\n<p style=\"font-weight: 400;\">\u25b8 16.3M barrels drained per week already<\/p>\n<p style=\"font-weight: 400;\">\u25b8 Products storage just 13M barrels from 2022 crisis lows<\/p>\n<p style=\"font-weight: 400;\">\u25b8\u00a0<b><strong>3 weeks away from US petroleum exports collapsing<\/strong><\/b><\/p>\n<p style=\"font-weight: 400;\">Read that last one again.<\/p>\n<p style=\"font-weight: 400;\">The petroleum products the world depends on from the US?<\/p>\n<p style=\"font-weight: 400;\"><b><strong>Gone in 3 weeks.<\/strong><\/b><\/p>\n<p style=\"font-weight: 400;\">And this is happening regardless of what Hormuz does.<\/p>\n<p style=\"font-weight: 400;\"><b><strong>It\u2019s too late to stop it.<\/strong><\/b><\/p>\n<p style=\"font-weight: 400;\">Aramco CEO: 100M barrels lost per week Hormuz stays closed.<\/p>\n<p style=\"font-weight: 400;\">JPMorgan: Global floor hit by September.<\/p>\n<p style=\"font-weight: 400;\">EIA today: Draws nearly double forecast.<\/p>\n<p style=\"font-weight: 400;\">SPR: -8.6M this week alone.<\/p>\n<p style=\"font-weight: 400;\">Every single data point is pointing the same direction.<\/p>\n<p style=\"font-weight: 400;\">This is no longer a forecast.<\/p>\n<p style=\"font-weight: 400;\">This is a countdown.\u00a0 To Global Catastrophe.<\/p>\n<p style=\"font-weight: 400;\">No energy.\u00a0 No fuel. WITHOUT FUEL: No trucks to pick up food from farms to take it to processing centers.<\/p>\n<p style=\"font-weight: 400;\">No trucks to move food from Processing Centers to Distribution facilities.<\/p>\n<p style=\"font-weight: 400;\">No trucks to move food\u00a0 from Distribution facilities to Supermarkets.<\/p>\n<p style=\"font-weight: 400;\">EQUALS:\u00a0 No food on store shelves and no way to get any onto to those shelves because there&#8217;s no fuel.<\/p>\n<p style=\"font-weight: 400;\">Global Famine.<\/p>\n<p>____<br \/>\n<a href=\"https:\/\/halturnerradioshow.com\/index.php\/component\/content\/article\/jp-morgan-september-sees-physical-oil-infrastructure-failure-on-global-scale-other-analysts-3-weeks-until-u-s-petroleum-collapse\">https:\/\/halturnerradioshow.com\/index.php\/component\/content\/article\/jp-morgan-september-sees-physical-oil-infrastructure-failure-on-global-scale-other-analysts-3-weeks-until-u-s-petroleum-collapse<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>&#8230;then this was the plan all along to collapse the the entire planetary civilization via OPERATION ENERGY COLLAPSE in order to accelerate\u00a0the Great Reset and roll out a universal CBDC and social credit system.\u00a0 SOTN Editor&#8217;s Note: This Alt Media &hellip; <a href=\"https:\/\/stateofthenation.info\/?p=64424\">Continue reading <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-64424","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/stateofthenation.info\/index.php?rest_route=\/wp\/v2\/posts\/64424","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stateofthenation.info\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stateofthenation.info\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stateofthenation.info\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/stateofthenation.info\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=64424"}],"version-history":[{"count":10,"href":"https:\/\/stateofthenation.info\/index.php?rest_route=\/wp\/v2\/posts\/64424\/revisions"}],"predecessor-version":[{"id":64434,"href":"https:\/\/stateofthenation.info\/index.php?rest_route=\/wp\/v2\/posts\/64424\/revisions\/64434"}],"wp:attachment":[{"href":"https:\/\/stateofthenation.info\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=64424"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stateofthenation.info\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=64424"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stateofthenation.info\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=64424"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}