USA on the way to what? March 27, 2026

We usually write that the USA is just like the bank, not your friend, and that the USA does things that are good for the USA.

Since 2022 in Ukraine, we have seen how the USA has tried to ensure that Russia does not lose and has over time landed in the above two rough simplifications of the situation, first it was Biden at the helm and now it’s Trump.

All sorts of “side-shows” are going on where, for example, people who know what Trump is going to say enter before extreme market movements and enrich themselves enormously.

But what is the rock concert going on behind a lowered stage curtain that controls the overall course of events?

We have already established that the USA is pressing all buttons at once now and that they seem to be in a hurry, everything is happening simultaneously and the planners in the Pentagon are popping omeprazole.

Then there are plenty of corrections and conflicting messages that tend to calm down the markets – the markets influence much of how the USA is forced to adjust, but they adjust in words, not actions.

Something that has been bothering since early in the Iran war is that both the USA and Israel have been fighting against the oil and LNG infrastructure in Iran – I have asked that question several times. It was not a war-technical goal and Hormuz was already closed. In addition, Crown Prince Reza, who hopes to take over, has begged the USA to spare infrastructure that is important to Iran.

It does not affect the war in the least if refineries, oil depots, or LNG facilities are knocked out in Iran – we know from Ukraine that it takes years before such things have an impact.

The SEAD campaign to then unhindered decimate Iran’s robot capacity, start eliminating the leadership, and then the IRGC and Basij’s ability to control the citizens is how you win the war along with a popular uprising.

Since the start of the war, the whole world understood that Johan No.1 was right when he wrote before that Iran’s leadership feels like they are going under in a major fireworks display even if Trump expressed surprise – which could be his version of our “we have been naive” which is politicians’ favorite word to avoid responsibility.

So why did Israel and the USA start targeting soft targets in Iran when they already knew that Iran intended to retaliate?

The answer to that question can reasonably only be that the USA is playing a much bigger game than saving the vulnerable women in Iran, which everyone probably knew, with the focus on China, but perhaps also Europe.

Defending the petrodollar when needed is an old story that is said to have been behind the Libya and Iraq wars – I was a bit too young then to analyze world leaders but now we actually have all the information we need and I can ride a bike without training wheels.

The countries that have sold their oil in yuan and been China’s major trading partners are Iran, Russia, and Venezuela, while Saudi Arabia and the UAE are part of BRIICS and also sell oil in yuan to China.

The largest LNG exporters to China are Qatar and Australia, where Qatar has started selling in yuan to China but also through the dollar system.

What is the “petrodollar” – simpler than you might think.

If Sweden starts printing Swedish kronor heavily, the value of the currency drops and we get inflation, sometimes Sweden experiences capital flight and then we have increased costs for borrowing international currency or buying our national debt as those who buy it want better payment.

If all oil trade is in dollars, the USA can print unlimited dollars without the currency depreciating significantly and the need for borrowing remains constant – just under 80% of currency reserves are USD, 20% EUR, and 3% Yuan.

There may be another factor in this, that countries, by needing to stay on good terms with the USA for its petrodollar dominance, buy a lot of national debt, invest in the USA, bribe representatives, and in other ways oil the machinery so they are not frozen out.

By having all oil trade go through USD, everyone else must stay on good terms with the USA, appease them, and give them advantages is a simplified answer, and it goes far beyond currencies where companies in all sorts of different areas can benefit.

China probably had a fairly simple plan – break the petrodollar so the USA breaks, and they can take over instead, for trade to become yuan when it’s not dollars. Could China have chosen EUR instead, or how?

The BRIICS currency suggests that China didn’t like EUR anyway.

The only group that really just wants to trade without all the crap around it is probably Europe?

China has basically just sat down and copied the USA to become the new USA.

Russia is a bit of a special case here and Ukraine is fighting for its survival so it’s not possible to try to fit the Ukraine puzzle into this puzzle and point out that they are part of some conspiracy because they are fighting against RU oil infrastructure.

In 2025, the USA has spent a lot of time trying to break Ukraine with soft means and I find it hard to believe that Ukraine is now collaborating under the table with the USA.

However, Russia has proposed that they should do all their trade in dollars instead of yuan or BRIICS currency. A significant olive branch to the USA.

https://www.bloomberg.com/news/articles/2026-02-12/russia-memo-sees-return-to-dollar-system-in-pitch-made-for-trump

By the way, the USA permanently retained control over Iraq’s oil revenues after the Iraq wars. Surely there are many different fees and interest profits we are not aware of, so not just charity.

https://www.reuters.com/business/energy/how-us-controls-iraqs-oil-revenues-2026-01-23

How does Syria fit into this because the USA chose to throw the Kurds in Rojava under the bus just as they did with Ukraine for some reason, and in time to fit into the larger events.

I haven’t been able to figure it out, but somewhere there is a puzzle piece with Syria that fits into the puzzle, Turkey is to the north of Syria and Jordan/Israel to the south so they are not the only country with a (possible) oil pipeline into Europe.

And why would the USA want Europe to get more oil/LNG then they would sell less of their own products to us?

Moreover, Saudi has a large oil pipeline to the Red Sea that they can export through.

Because Syria was Russia’s buddy and since the USA and Russia have a special deal about a lot, the USA has gone against a Russian interest for some reason.

It could also have been Israel, but why Israel would prefer to have old ISIS back but now as chief animals in Syria is not entirely clear.

Google AI says this, which is of course nonsense, no one believes that an old ISIS executioner and hardcore Islamist works this way?

“Following his rise to power in early 2025, Ahmed al-Sharaa (formerly of Hayat Tahrir al-Sham) promised Western powers an inclusive government, protection of minority rights, and the prevention of new refugee outflows”

My conclusion must be that we do not yet have the reason why the USA is making an effort for Syria’s Salani to remain in power – we will see.

So what has the USA achieved by attacking Iran and what is the plan?

-The USA will most likely land in the area around Hormuz and then Kharg Island, which accounts for 90% of Iran’s oil exports. Expect it to be like when you get cockroaches in your house – they are impossible to get rid of.

To make the world a better place and spread democracy, the USA will have a firm grip on Iran’s future exports and decide who can buy them, and only in dollars.

Surely they will charge a good price for it as well.

-Hormuz is also not free to monitor against the enormous future threat posed by (*insert any country*), and a fee per oil tanker imposed by Iran’s IRGC must therefore remain, but now the money goes to the USA instead.

-Qatar, Oman, UAE, and Saudi Arabia have probably learned a damn good lesson and are now in a panic trying to outbid each other on how much they should invest in the USA, I dare not throw around numbers as it’s all hearsay. Trump claims that they pay the USA in cash for the operation – I don’t know, and he is an unreliable source.

The oil and LNG they sold in yuan to China can no longer be sold at all because Iran bombed away their infrastructure.

Middle Eastern countries in general seem to just run around buying friends for a bag of money – Saudi Arabia is furious with Pakistan as they bought a defense alliance with them, but Pakistan yawned and fell asleep when Iran started bombing Saudi Arabia.

-In simplified terms, all countries that are major exporters of LNG and oil to China, and started selling oil and LNG outside the dollar system, have either been invaded or had robots and drones in their oil and LNG infrastructure by 2026. Those who have escaped will soon be asked by the USA at the customs booth at Hormuz if the ship should go to China, and if so, they can turn back or be sunk.

My conclusion is that this is by design, intended by the USA, and that they provoked it by starting to combat the infrastructure in Iran so that Iran would retaliate – if you don’t believe that, present good arguments and we’ll discuss.

In one fell swoop, the USA has gained full control over all major oil exporters to China who also sold in yuan.

All Ukraine needs to do is continue to drone away pumping stations, export ports, and ships, and it will eventually reach zero from Russia as well.

Georgia, Azerbaijan, and Kazakhstan are also important, and there has been some talk about their reluctance to be transit countries before, not entirely up to date there.

China is in a bit of a tight spot.

Europe?

Europe buys its oil from the USA, Norway, and Kazakhstan, so we are not directly affected by this in the same way as many others.

The USA was already the largest LNG exporter to us, along with Qatar and Australia.

What has probably happened is that Europe doesn’t have much choice but to buy oil and LNG from the USA for the foreseeable future, so we have just become compliant and more fearful, a bit like during the Cold War?

We cannot go back and buy from Russia, and the Middle East and North Africa are uncertain. If nothing else, it’s probably best not to anger the USA before we have replenished our LNG reserves by autumn, because if the Red Sea closes again or if a ship is sunk in the Suez Canal, it will be difficult with imports from the east.

My guess is that in the future, Europe will do as we are told, even though we will try to resolve the Ukraine conflict in a way that benefits us.

If we completely yield to the USA and throw Ukraine under the bus because we have shut down our own production, you will hear about it from me for many years to come.

I remember “sell USA” last autumn, how my dollar salary plummeted through 2024-2025 (up to +20% at worst against SEK). Interest rates in the USA started to rise, and then there was poor interest in US government debt because “everyone will dump it.”

This is probably also part of the overall game because the dollar is currently strengthening significantly, and everyone probably wants to buy US government debt again – an old truth that everyone rushes to the safety of the USD in times of crisis, which has proven to be true.

Warren Buffet has his liquid assets in Japanese yen, I wonder if he has reversed them?

In any case, he was not aware of the overall plan.

What will happen to China’s desire to sell off its dollar hoard if no one sells oil and LNG to them in a currency other than the dollar?

We can probably assume that this question is bouncing off the walls in the Chinese meeting rooms right now, where representatives of power sit red-faced and sip their tea spiked with Muay Thai.

Have we reached the goal now – is the USA done with its global “smash-and-grab” coup and can the world return to normal?

First of all, China tried to take advantage of bringing down the USA from the throne because they thought the USA was weak, and this will probably continue as long as China wants it to or they are forced to give up.

Until the turn of 2025/2026, Russia, Iran, and China were responsible for the global escalation before the USA got involved. We were mostly annoyed that the USA didn’t do enough.

China has realized that their technological platform is inferior, they know they have the quantity, and they have had a long purge in the military leadership, but I don’t know if it’s hawks or doves who have been sent to re-education camps.

But I know that throughout the 20th century, China was not far behind the Soviet Union in mass murdering its citizens, and what we have seen of China is a Potemkin facade they want to show outwardly.

Just hearing about their 200,000 to 800,000 strong fleet of fishing vessels that just roam around and vacuum the world’s oceans of fish makes you understand that they are more ruthless than the USA if given the chance. They enter weak countries’ territorial waters, completely deplete their fish stocks, and drag nets across the seabed, destroying all marine life. They recently vacuumed Galapagos.

Or that China accounts for 1/3 of all CO2 emissions in the world, and the largest share of the increase as a single country, just that alone should make Europe’s environmental movements forget the last hydroelectric power plant they haven’t managed to shut down with us yet and direct their anger towards them, which is not done.

Or China’s social experiment with the Uighur minority where they are placed in camps and women are sterilized or impregnated with majority Chinese to try to eradicate the minority group.

I can imagine that China is feeling extremely cornered right now and trying to find a way forward. It’s not just a “multipolar world order” at stake but the entire “Chinese miracle.”

The USA has now risen and steps 2-26 ahead will be to start regaining control over continents, constellations, and countries. American companies and finance are just waiting to once again become number 1 in all tenders instead of Chinese companies.

In order for American companies to achieve this, the world needs to stop buying Chinese products or selling to China because the market is finite.

And if the world stops trading with China, unemployment spreads among the 1.4 billion Chinese who have shown a great ability to express their anger towards the authorities in the past, but also tend to storm banks or mortgage institutions that have behaved poorly and lynched the executives.

The USA is probably not done with China at all, that’s my guess.

It is rumored that Japan’s crash in the 90s is still struggling today by design, and that the USA, Germany, and the UK joined forces – I don’t know.

What I do believe is that we will soon experience a financial crisis similar to 2008-2009 that will shake the markets and countries significantly.

In 2025 and 2026, I feel that the USA has shaken the markets several times with statements, “trade wars,” and then we had January 29, 2026, where everything went down simultaneously and very sharply.

Right now, I sense the markets are worried, and at some point, it will crack, the stock exchanges will drop by 30%, and then another 30% over half a year, leaving everyone exposed.

The strategy for ongoing losses or sour deals is to try to roll them over to the next year and avoid addressing the problem until necessary. Only companies that have been mismanaged urgently go under before the credit dries up, but no one outside the boardrooms and the bribed auditors knows how bad the situation is at different companies until they run out of funds.

In an acute financial crisis, all problems come to the surface, and it’s also an opportunity to air all sorts of other things because now there is something to blame – similar to when my bosses used to leave early in my career, and I could blame all problems on them for three months.

In 2008, the PIIGS countries suffered and could no longer survive in the free market, so the IMF took over lending to them, which ultimately meant that much of the infrastructure they had built up over decades was sold off at bargain prices.

What citizens in the country experienced was unemployment, inflation, crying colleagues, soaring interest rates, and impossible to sell their house.

Exactly as politicians experienced it, the country then had a creditor who offered to buy your ports for 25% of the pre-crisis value if you also received a large loan that the country needed along with a bribe to you as a decision-maker – all winners according to the IMF, and the decisive politician received a medal from the king.

The PIIGS countries ended up in their acute crisis because their manufacturing could be copied by China, so their exports eroded over time. When the acute phase of the crisis hit, no one wanted to lend them the money they needed because they had long been trying to push the problems forward by living on loans. Interest rates were 25%-30% before the IMF intervened and put a block on the country until it calmed down.

Which region will become the PIIGS2026 is a question that I believe is very important, it should be the USA I feel, considering that their petrodollar was on the verge of being lost, the AI bubble burst, and “Sell USA” has started, but just like in 2008-2009, the likelihood then should be high that they will try to export the problem to someone else?

Since the USA is pressing all buttons at once, both the bomb button and the sell button, and are very stressed, I have the distinct feeling that they are doing just that – trying to pass the ball to someone else.

Will it be Europe or China?

China managed somewhat well during 2008-2009 while we got the PIIGS.

Today, the whole of Europe is like the PIIGS were, that China can copy all our export products and sell them at slightly lower quality but much cheaper?

In addition, we have over 90% of LNG and oil imported to the EU (since Norway is outside the EU).

Now that we have the EU, we have both national government debts, which apparently average over 80% in the EU, and then the EU has a federal debt – but we also have the EUR, which is 20% of reserves against USD -80% and Yuan 3%.

Today, the EU is light years ahead of the EU in 2008 – we cooperate much more.

I think the answer is very simple – whoever gets into an open conflict first will suffer, either it will be the EU if Russia enters the Baltic states or China against the USA.

The markets are so hysterical now that the flight to safety that follows is unmanageable.

The USA also has the ability to directly influence developments through statements, military blockades, or declarations of war. Against Europe, they still need to follow certain rules, but if we were to be without LNG this winter, we would be in a very bad position.

The USA has control over who will be the big loser in this financial crisis – does that seem likely?

Could it be possible that the USA wants both a crashed China they can buy up at bargain prices and a weak and scared Europe that is compliant and buys security from the USA at five times the market price?

Just as the USA has treated Russia since 2022, there is a certain risk that this is the case, BUT it would mean that the USA does not believe it needs Europe’s wholehearted support in an upcoming war with China.

Or is it as simple as the USA, by hastening in 2025-2026, has moved the pieces so that China will economically implode without it turning into a world war?

With some certainty, we can assume that the USA perceives China as such a big threat that they are not interested in coexisting with China on the podium because they believe that China will push them down if given the opportunity.

The USA, just like the bank, is not your friend and does what is good for them – does that sound right?