Monday, March 23, 2026

The Pipeline to Moscow

War in Iran. Other issues leading up to it. So, where are we exactly? Let's review...shall we?

An administration that systematically dismantled every alternative to fossil fuel dependency, started a war that made that dependency a crisis, then used the crisis to reward the foreign government that benefits most from America never leaving the 20th century energy system.

Russia?

Yes.

What does this timeline tell us?

It tells us that what looks like a series of independent domestic energy policy decisions produced, with remarkable consistency, a single strategic outcome: the United States entered a major Middle East war with no renewable energy buffer, exhausted its emergency petroleum reserve, and was forced to ease sanctions on Russia at the exact moment those sanctions were beginning to work.

Every individual action had a defensible policy framing. "Energy dominance." "Grid reliability." "Reducing regulatory burden." "Stopgap measure." None of those framings are obviously false in isolation. That's what makes the sequence striking -- you don't need any single action to be indefensible. You just need all of them to point the same direction, which they do, without exception, over 13 months.

A few specific things stand out:

The vocabulary erasure in February is underrated. Banning the words internally at the energy efficiency office isn't a policy -- it's a suppression of the institutional capacity to think in those terms. You can't build what you can't name.

The April coal EO and the May legislative demolition of IRA tax credits happened before the Iran war was even on the horizon as an imminent event. Those decisions locked in the vulnerability. By the time February 28 arrived, there was nothing to fall back on that wasn't tied to global oil markets.

The Russia piece is the one that doesn't have a clean innocent explanation. By March 2026 the administration had spent a year arguing that sanctions on Russia were a priority. Those sanctions were measurably working -- oil revenue down from 45% to 20% of the federal budget.

Then one phone call with Putin and a war-driven price spike, and the sanctions are partially unwound within a week. Zelenskyy noticed. The Europeans noticed. The argument that it was purely reactive to the Hormuz closure runs into the fact that Europe faced the same crisis and refused to do the same thing.

What the timeline tells you overall is that the framing of "energy dominance" was always about which energy sources dominate -- not about American independence from volatile global markets. The one energy sector that actually insulates Americans from Middle East oil shocks -- domestic renewables, priced locally, not subject to Hormuz -- was the one systematically eliminated. That's not an accident of priorities. That's a choice with a direction.

Whether it's corruption, ideology, or just the logical endpoint of who funds what in American politics is a separate question. The timeline doesn't answer that. But it does make the innocent explanation -- that these were just a series of unrelated domestic policy preferences that happened to converge on this outcome -- very hard to sustain.

Summarizing what this describes for an administration that follows this timeline, what supports these actions as a desired endpoint?

The desired endpoint, if you follow the logic of every action rather than the stated rationale, is this:

An America permanently dependent on fossil fuels, with the institutional, legal, and financial capacity to transition away from them dismantled at every level -- regulatory, legislative, scientific, and linguistic -- while the industries that benefit from that dependence are subsidized, protected, and politically entrenched for a generation.

What supports these actions is a coalition of interests that all converge on the same outcome, even if they don't share identical motives:

The fossil fuel industry gets the obvious thing -- market protection from a cheaper competitor that was beginning to outprice them without subsidies. Solar and wind were winning on economics alone by 2024. That had to be stopped by policy because it couldn't be stopped by the market.

The petrostate adjacency -- and this is where Russia becomes impossible to ignore -- is that high oil prices and a weakened energy transition benefit Moscow structurally. Not just in the short term of the Iran war windfall. A US that stays oil-dependent stays exposed to exactly the kind of leverage Russia and Gulf states have always held. An America running on domestic solar and wind is geopolitically emancipated in a way that a Russia or a Saudi Arabia cannot afford.

The ideological component is real but secondary. The climate denial framework -- calling the Endangerment Finding into question, erasing the vocabulary, dismissing the science -- isn't just belief. It's institutional capture. If you eliminate the legal basis for federal climate action and the professional class trained to execute it, the next administration that wants to reverse course finds an empty building. That's not policy disagreement. That's succession planning for a permanent outcome.

The political economy underneath all of it is Citizens United and what it enabled -- the fossil fuel donor class having essentially unmediated access to both legislative and executive decision-making. You don't need a conspiracy when the incentive structure produces the behavior automatically.

So what this administration describes, taken as a coherent whole rather than a series of discrete decisions, is a government that has been captured by the industries most threatened by the energy transition, executing a systematic rollback of every mechanism that transition depended on, while a war they started handed the greatest near-term benefit to the foreign government that has the most to lose if that transition ever completes.

The endpoint isn't energy dominance. The endpoint is energy lock-in. A country that cannot structurally leave the 20th century energy system regardless of what a future administration wants to do, because the financial incentives, the legal framework, the scientific infrastructure, and the institutional vocabulary to do otherwise have all been removed.

That's what the timeline describes. Whether it was designed that way or simply fell that way because of who was in the room making the decisions -- that's the question historians will spend a long time on. But the outcome is the same either way.

So, in a sentence...

An administration that systematically dismantled every alternative to fossil fuel dependency, started a war that made that dependency a crisis, then used the crisis to reward the foreign government that benefits most from America never leaving the 20th century energy system.

Russia?

Yes.

Cheers! Sláinte! Na zdravie!



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