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Source
Open →Russia General License 134—delivery and sale of qualifying Russian crude and petroleum products, March 12, 2026
ofac.treasury.gov
Evidence registrySource
Open →U.S. Energy Information Administration — Weekly U.S. ending stocks of crude oil in the Strategic Petroleum Reserve.
www.eia.gov
Evidence registrySource
Open →Quiver Quantitative — Congressional Occidental Petroleum transaction ledger.
www.quiverquant.com
Evidence registryArticle
Open →From Pearl Harbor to Petrodollar: Surrender Calculus, Cold War Plumbing, and the Energy Enforcement Era
Part Two continues from Pearl Harbor to Japan’s surrender and beyond. It challenges the simplified “bombs ended the war” narrative by centering Japan’s surrender calculus under multi-pressure collapse and the decisive Soviet Manchuria shock, then tracks how t…
Social Fragmentation (🧩💥)Article
Open →The Monetary Break — Audio-Video Edition
Episode 4 of the weekly Pattern Nexus audio-video series turns Part 4 of Cycles of Power into a shorter story about how silver redemption, the Nixon Shock, floating currencies, Eurodollars, oil shocks, petrodollar recycling, and offshore banking transformed t…
🧭Nexus ReportsArticle
Open →The Oil Inventory War Machine: How Long the Global Buffer Can Hold
A full Pattern Nexus reconstruction of U.S. and global oil inventories from the 1970s through the 2026 war shock, including original regressions, depletion scenarios, strategic reserves, refinery constraints, inflation, growth, rates and the path forward. Me…
📊Macro & MarketsArticle
Open →The Oil Cushion Is Breaking: Hormuz, Inventories, and the Liquidity Shock Hiding Inside Energy
Oil Crisis, Strait of Hormuz, Hormuz, Energy Shock, Inflation, Brent Crude, WTI Crude, Strategic Petroleum Reserve, SPR, Oil Inventories, Global Oil Supply, Gasoline Prices, Diesel Prices, Refining, Crack Spreads, Federal Reserve, Liquidity, Recession Risk, M…
📊Macro & MarketsArticle
Open →The Modern Control System: Eurodollars, Sanctions, Tokenization, and the Enforcement Stack
Part Three centers the modern era: offshore dollars, eurodollars, sanctions as rail-denial, and the current pivot into stablecoins and institutional tokenization. It backfills Vietnam, 1971, and the petrodollar era only as the runway into today’s permissioned…
Social Fragmentation (🧩💥)Article
Open →The Monetary Break: How Nixon, Silver, & the Eurodollar Rewired the Global System (1968–1979)
Between 1968 and 1979, the collapse of the gold window, the rise of the Eurodollar, and the Petrodollar shift transformed the global monetary system. Nixon’s 1971 shock, oil crises, offshore dollar expansion, and financial deregulation rewired the world’s liq…
Long-Form Thesis Reports (📘🔥)