Director, Middle East Program @defpriorities | Geopolitics | Energy | Grand Strategy | @uchicago Poli Sci Ph.D. Subscribe: https://xitter.cf/t.co/UXj9eoqRhc

South Bend, IN
Joined March 2011
"The Real U.S. Energy Security Problem -- And How to Fix It" is finally out and available OPEN ACCESS. Written before the Iran War, it explains why the U.S. is *more vulnerable* to oil shocks than China, Russia and the EU. Best thing I've written on oil in 15+ yrs of study. doi.org/10.1080/0163660X.202…
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Rosemary Kelanic retweeted
Despite Middle Eastern crude oil exports near/back to pre-war levels for over a month (?), onshore inventories have so far failed to rise, and the cost to accomplish this is a staggering ~$35/bbl. What happens if things escalate?
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Rosemary Kelanic retweeted
Aside from the shocking substance of this story, what's amazing is how it was unearthed by Cole. The short version: The Russians were able to penetrate Jared Kushner's iPhone and extract screenshots and data. Then, a Russian intel official was captured by Dutch intelligence (!) and flipped. The Dutch believed Kushner may have been acting on behalf of Russia, so pursued him as an intel target and were able to get into his phone. They did not find any evidence of Russian collusion, instead they watched him moving hundreds of millions of dollars from slush funds created by Saudi Arabia and the UAE, one of them housed in Israel's central bank. Incredible reporting, and if Democrats have any sense, they will pull on these threads and learn a lot more about this money.
Explosive story many years in the making, now out in Vanity Fair by Matthew Cole (who will be on Breaking Points next week, and publishing soon in @DropSiteNews): Saudi Arabia and the UAE set up multi-billion slush funds for Jared Kushner to use. Iran-Contra 2 here (except with Iran-Contra, at least the US got some hostages released. Not clear what we got out of this one.)
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Rosemary Kelanic retweeted
The GRU hacked into Jared Kushner's iPhone. Dutch military intelligence (MIVD) then recruited a GRU spy who gave them access to the hacked phone. What MIVD discovered was that Kushner had access to two bank accounts --one Azerbaijani, the other Israeli --where Saudi Crown Prince Mohammed bin Salman and Emirati ruler Mohammed bin Zayed deposited money. It sounds like a slightly far-fetched episode of "Slow Horses," but it's real. And it proves just how eye-poppingly corrupt this administration was and continues to be as its "special envoy" decides the fate of tens of millions in Europe in the Middle East. Simply incredible reporting by Matthew Cole, drawn from his new book on Kushner. vanityfair.com/story/jared-k…
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Rosemary Kelanic retweeted
With fuel prices historically high ahead of the midterms, the Trump administration is pulling every foreign policy lever it can to lower costs. Is any of it working? @defpriorities' @RKelanic and I discuss in the latest episode of "3 things to know." youtube.com/watch?v=KCQEY2Cg…
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Rosemary Kelanic retweeted
Make no mistake: he intends for the United States to "finish the job." No more fighting Israel's wars.
Netanyahu on Iran: Mojtaba decided to follow in his father's footsteps. He pulled the trigger, and Iran is once again trying to develop its bombs of death. Therefore, there is only one way to remove this threat once and for all: to overthrow the regime in Iran. And that is my directive to the IDF, Mossad and the security services.
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Rosemary Kelanic retweeted
The domestic foundation of American global power is crumbling. Trump is less the cause than a symptom and an accelerant. Since the Cold War ended, the United States has pursued global primacy under an implicit bargain with the public: dominance would come cheap. Today Americans are no more willing to bear serious costs for foreign policy than they were in the 1990s. But a far more competitive world is driving up the price of upholding U.S. commitments. No matter who wins the White House in 2028, this gap will constrain American power around the world. In a new @CarnegieEndow paper, I trace the U.S. foreign-policy consensus from the Cold War to the present and outline three scenarios for the future:
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Rosemary Kelanic retweeted
SIGNIFICANT: The UKMTO’s monthly report has just been filed, and one line stands out: “UKMTO struggling to accurately report true number of attacks with majority of vessels attacked refusing to report to UKMTO.” I’m sorry, you said MAJORITY? As in >50%? If this statement holds true for October, that means you’re taking about nearly SIXTY vessels that would have been struck by Iran in the first two weeks of the month… The U.S. can’t defend these vessel AT ALL.
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Rosemary Kelanic retweeted
Working on some shipping attack charts to put the recent escalation in Context. Here we have UKMTO-confirmed shipping attacks in Hormuz, the Persian Gulf, and the Gulf of Oman. Overlaying the estimated Hormuz oil flow adds some helpful perspective. (also that UNGA coincidence)
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I hope that the @SecWar, @USPACOM, @CENTCOM, @US_EUCOM, @US_TRANSCOM, @MSCSealift, @SecDuffy and @DOTMARAD are watching the Tanker War in the Strait. This is what CONTESTED LOGISTICS looks like in the 21st century. It is estimated that approximately 5 to 10% of the ships coming through the Strait are coming under attack. How will this look in a Western Pacific scenario along the First Island Chain. Will we see LCSs and LSMs actually deployed to the theater when we do not want to expose DDGs to this level of fire? Do we have enough U.S. ships in the merchant marine, Military Sealift Command and Ready Reserve Force to sustain military forces? This is the new Tanker War and it looks more like the asymmetric warfare encountered by U.S. land forces in Iraq and Afghanistan than conventional warfare. Is the Navy ready for this in the future should be the relevant question?
Another UKMTO alert. This is over 20 vessel attacks in October. Tanker struck and damaged going outbound. Iran is having free range lately on attacks by ships with no consequences.
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Everyone might be seeing a lot of back and forth, and fighting among all the observers watching the events transpiring in the Perisan Gulf. The reason laregly has to do with the massive volume of strikes conducted by the Iranians over the last two weeks against ships in the Strait of Hormuz The @UK_MTO and @IMOHQ reporting sheets have recorded single to multiple daily attacks. This along with imagery - some real, some taken from previous attacks, and some AI generated - is causing a great deal of confusion. What we do know is this: 1️⃣The U.S., along with the Gulf state-tanker firms are continuing to operate their shuttle service out of the Persian Gulf to the Gulf of Oman 2️⃣We are seeing on AIS, fully loaded tankers sailing from the Gulf of Oman to global destinations, but the flow fluctuates based on loading capacities at the ship-to-ship anchorages 3️⃣The U.S. is maintaining its blockade of Iran, with a recent strike against a ship trying to violate it - Panama-flagged M/V Ocean Molica (also known as the “Arika Sun”) 4️⃣Commercial ships are continuing to sail from the Gulf due to the extraordinarily high charter rates for ships and they are getting crews with large bonuses to offset the danger - but NOT $100k/month as reported. 5️⃣FINALLY...there is no ONE good source that you can go to and get the clear picture on this. You have to look at multiple sources and determine the best estimate because the U.S. and Iran are not releasing all the information and some of it is disinformation. You also have a lot of people looking and talking about this subject who do not understand the topic. So, I recommend, that you look at a wide array of sources and give more credence to those that have been accurate but know that mistakes will occur - I SCREW UP MYSELF - and be thinking about the 26 mariners who have died in this conflict so far.
UKMTO reports a new incident in the Strait of Hormuz, a tanker was struck by an unknown projectile on October 11th. (#164) *map of some of the incidents reported since Sept 27:
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Rosemary Kelanic retweeted
⭕️ Oil is moving through the Strait of Hormuz because prices are around $100 a barrel, not despite them, argues Rosemary Kelanic, director of the Middle East program at Defense Priorities, in an interview with The American Conservative. Kelanic says higher prices make it economical for shippers to pay costly war-risk insurance and offer crews danger pay, potentially an entire year’s salary, to risk passage. She argues Trump’s repeated promises of a quick end to the war initially kept prices artificially low, delaying this adjustment. More oil is now flowing with U.S. naval assistance, even as Iran continues attacking vessels. “It’s moving through the strait because prices are $100 a barrel,” she said. 🎥 American Conservative (YouTube)
The Iran War is "a slog" that could last years, I told @AKDay89 from @amconmag. Despite months of U.S. attack, Iran can continue striking tankers in the Gulf indefinitely -- potentially making $100/barrel oil endemic going forward.👇 youtu.be/qUwxEVzvQYo?si=aWDX…
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Rosemary Kelanic retweeted
SAUDI/YEMEN ANALYSIS: With all indications pointing to greater escalation in the Middle East, new reporting from Politico this morning states that Saudi Arabia has no intention of ending their war against Ansar Allah (Houthis) in Yemen that has exposed an enormous amount of critical energy infrastructure in the region to even greater risk. Just in the past few weeks, Ansar Allah has struck infrastructure all across Saudi Arabia. Oil infrastructure has been repeatedly struck at Yanbu, Jizan, Khamis Mushait, Riyadh, Abha, and Rabigh. Airports have been hit at Riyadh, Jeddah, Abha, Khamis Mushait, Jizan, and Najran. MBS isn’t even proving capable of defending the Saudi capital of Riyadh. In the last few days alone, Riyadh has been hit multiple times at the King Khalid Airport, resulting in a total halt of operations today, and an Aramco facility in the capital has also been struck. It’s reckless. It’s dangerous. And CLEARLY Saudi can’t defend itself… And yet they continue to escalate. As I told Politico in this piece: “Saudi Arabia’s reluctance to pursue a quick diplomatic end to the conflict is all but guaranteed to worsen the global energy market,” according to Brett Erickson, managing principal of the consulting firm Obsidian Risk Advisors. “It’s a remarkably dangerous gamble on the Saudi’s part,” Erickson said, adding that “Saudi Arabia has demonstrated remarkably little ability to prevent the Houthis from striking critical energy infrastructure across the kingdom.” politico.com/news/2026/10/08…
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Rosemary Kelanic retweeted
Would encourage everyone to listen to the whole conversation with Michelle Brouhard, Head of Policy and Geopolitical Risk at Kpler, on the Oil Ground Up podcast here: youtube.com/watch?v=v72t8SYw…
BREAKING: A senior Kpler analyst suspects some Gulf producers are quietly paying Iran huge “tolls” for safe passage through the Strait of Hormuz, potentially handing Tehran 10% to 20% of the value of each cargo, according to Michelle Brohard, Kpler’s head of policy. For a typical VLCC carrying around 2 million barrels, that could mean roughly $20–40 million per tanker if oil is valued at around $100 a barrel. Brohard says Gulf states may be making undisclosed deals with Tehran because they cannot rely indefinitely on U.S. military escorts.
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Rosemary Kelanic retweeted
Likening yourself to Athens while losing a war with the Persians is quite a move. Nice backdrop, though.
this Rubio speech feels a lot like a 2028 soft launch
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Rosemary Kelanic retweeted
Hormuz tanker traffic hit a two-month low as attacks surged: Kpler counted only seven commodity carriers crossing Tuesday, the fewest since late July. Crude transits slid 27% to at least 10.1M bpd, 74% of pre-war levels. #Hormuz #Tankers #Iran oilprice.com/Latest-Energy-N…
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Rosemary Kelanic retweeted
“Because the U.S. evidently cannot prevent Iran from attacking over and over and over again, we're likely to see these high prices [for oil] going forward.” -- @RKelanic
The Iran War is "a slog" that could last years, I told @AKDay89 from @amconmag. Despite months of U.S. attack, Iran can continue striking tankers in the Gulf indefinitely -- potentially making $100/barrel oil endemic going forward.👇 youtu.be/qUwxEVzvQYo?si=aWDX…
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The Iran War is "a slog" that could last years, I told @AKDay89 from @amconmag. Despite months of U.S. attack, Iran can continue striking tankers in the Gulf indefinitely -- potentially making $100/barrel oil endemic going forward.👇 youtu.be/qUwxEVzvQYo?si=aWDX…
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Had a great discussion with @AKDay89 on the Battle for Hormuz and why oil prices remain stubbornly high despite increasing oil flows from the region. Check on my latest thoughts: youtu.be/qUwxEVzvQYo?si=c3_a… via @YouTube
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Rosemary Kelanic retweeted
Extraordinary account from Bloomberg of what it now takes to move oil through Hormuz. One tanker captain describes sailing at night with no navigational lights, phones or AIS, hugging the Omani coast under U.S. military protection, and maneuvering around a vessel that had just been attacked. His own ship was later targeted. The risks are so high that crews are being paid multiples of their normal salaries, with one shipowner reportedly offering six months of extra pay for Hormuz shuttle duty. More oil may be getting through, but at very high risk and cost. bloomberg.com/news/articles/…
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Rosemary Kelanic retweeted
TAC Right Now: Is Trump Winning the Hormuz Battle? w/ Rosemary Kelanic @AKDay89 talks to @RKelanic of @defpriorities about the current (bewildering) phase of the war, which side has the upper hand, and whether we should expect a third round of fighting. youtube.com/watch?v=qUwxEVzv…
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