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My simple blog of pictures of travel, friends, activities and the Universe we live in as we go slowly around the Sun.



March 25, 2026

Red Sea.

Iran warns of possible Bab el-Mandeb front if military action targets southern Iran

By Mohammed Tawfeeq

An Iranian military source has warned that Tehran could open additional strategic fronts, including around the Bab el-Mandeb Strait, if the US and Israel undertake military actions against Iranian islands or attempt to pressure the country through naval operations.

The Bab el-Mandeb Strait connects the Red Sea to the Gulf of Aden and the Indian Ocean, acting as a vital chokepoint for global trade, particularly oil and natural gas shipments.

“If the enemy attempts any ground action on Iranian islands or any part of our territory, or tries to impose costs on Iran through naval movements in the Persian Gulf or the Sea of Oman, we will open other fronts as a ‘surprise,’” the source said, as cited by Iran’s semi-official Tasnim News Agency on Wednesday.

The military source specifically referenced the Bab el-Mandeb Strait to Tasnim, which is affiliated with the Islamic Revolutionary Guard Corps, and asserted that Iran has both the capability and determination to create a credible threat in that area if tensions escalate.

“If the Americans intend to take reckless actions regarding the Strait of Hormuz, they should be careful not to add another strait to their list of challenges,” the source added.

Approximately 12% of total global seaborne-traded oil and a significant portion of liquefied natural gas pass through the Bab el-Mandeb Strait annually.

How is that going over?????

US sent Iran a 15-point proposal as White House seeks talks with Tehran. 

By Maureen Chowdhury

President Donald Trump’s view of the war with Iran has shifted quite dramatically this week.

Over the weekend the US president issued an ultimatum over the reopening of the Strait of Hormuz, only to pull back after a few conversations with a mystery official in Tehran.

Now, sources say the White House is working to arrange a meeting in Pakistan this weekend to discuss an off-ramp to the war. This comes as the US shared a 15-point list of expectations with Iran via Pakistan, sources said.

Meanwhile, the war continues to wreak havoc in the region. If you’re just joining us, catch up on the latest developments:

On potential US-Iran negotiations:
  • An Iranian official has outlined five conditions for ending the war in response to a 15-point proposal from the US, state media outlet Press TV reported on Wednesday.
  • Earlier, Iran said it will not accept a ceasefire and believes it would not be “logical” for it to enter talks with the US, Iran’s semi-official news agency Fars reported, citing a source with knowledge of the diplomatic activity.
  • Separately, Israel is concerned that the US may declare a one-month ceasefire in order to facilitate negotiations with Iran, two Israeli sources said.
Strait of Hormuz:
  • Many container ships delivering cargo from China to the Middle East are taking three times as long to reach the region than usual, a shipping analyst said.
  • Multiple vessels have passed through the Strait of Hormuz since Tuesday morning, tracking data appears to show, as Iran says it will charge countries a fee for safe passage through the critical waterway.
An oil company CEO and Germany’s economic minister have warned that energy shortages could hit Europe starting next month, if the war with Iran does not end.

Impact of war on the region:
  • Israei authorities rejected an Iranian claim that missiles struck Israel’s largest power plant. Iran’s semi-official Fars News Agency posted a video, geolocated by CNN, showing a large plume of smoke rising into the sky close to the plant, which it said had been hit in a wave of strikes.
  • Iraq’s Foreign Ministry has summoned the chargĂ© d’affaires of the US Embassy after multiple Iraqi service members were killed in an attack on a health care clinic associated with the country’s Defense Ministry, a military spokesperson said.
Hezbollah chief Naim Qassem rejected talks with Israel while Lebanon remains under fire, deeming any negotiation in current conflict conditions “forced surrender.”

Own conditions.....

Iran responds to US proposal with its own conditions for ending the war, state media reports

By Adam Pourahmadi and Lauren Kent

An Iranian official has outlined five conditions for ending the war in response to a 15-point proposal from the United States, state media outlet Press TV reported Wednesday.

It is unclear if the person, whom Press TV described as a senior political-security official with knowledge of the details of the proposal, is authorized to speak on behalf of the Iranian government. But it’s notable that the information was reported by Press TV — an English-language state-run media outlet — suggesting that its intended audience was the American side and other English speakers.

According to Press TV, the conditions include:
  • A complete halt to “aggression and assassinations.”
  • Establishment of concrete mechanisms to ensure the war on Iran does not resume.
  • Guaranteed and clearly defined payment of war damages and reparations.
  • The condition that the war is concluded across all fronts and for all Iranian proxies throughout the region (which would require an end to Israel’s attacks on Lebanon that are targeting Hezbollah).
  • Guarantee that Iran can exercise sovereignty over the Strait of Hormuz and that its legal right to the strait is recognized.
Press TV also reported that the Iranian official said Tehran will not allow US President Donald Trump to dictate the timing of the end of the war, noting: “Iran will end the war when it decides to do so and when its own conditions are met.”

Remember: It is unclear who is calling the shots in Iran, and if officials speaking to Iranian state media and semi-official media outlets are authorized to do so. Earlier this week, Trump said his envoys Steve Witkoff and Jared Kushner were involved in discussions that he said Iran initiated, but he did not share whom the US officials were talking with.

Cutting back

Fuel vs food: These Americans are cutting back to afford higher gas prices

By Tami Luhby

For Sarah Lawhun, the soaring price of gas means she’s eating one less meal a day.

A careful budgeter, Lawhun has spent nearly $70 more at the pump this month. She’s trying to offset the increase by skipping lunch at her job as an environmental scientist, saving her about $30 a week in homemade sandwiches and salads but leaving her feeling tired and hungry.

Compounding her stress are her fears that gas prices will remain elevated even after the US-Israeli war with Iran ends and will lead to higher food prices. She’s already cutting back on fresh vegetables and meats and shopping more at discount grocers to try to salvage her ability to save money and pay down medical debt.

“None of us needed gas prices to go up in addition to everything else,” said Lawhun, 31, who lives in a suburb of Albany, New York, and drives 50 miles roundtrip to work. “It’s really, really hard to get ahead.”

Lawhun is among the hundreds of people who wrote to CNN about the impact of higher gas prices on their household finances. Many said they are being forced to cut back on essentials, as well as on spending for trips, entertainment and other items that help fuel the economy.

The pain isn’t limited to those who were already struggling to make ends meet. Folks who consider themselves middle class and who say they have good jobs also told CNN they have to tighten their belts, especially after years of contending with high prices for food, utilities, housing and other essentials.

Nationwide, a gallon of gas cost an average of $3.98 on Wednesday, according to AAA. That’s up $1.01, or 34%, over the past month.

The Middle East conflict, which began at the end of February, has caused oil and gas prices to skyrocket after Iran effectively closed the Strait of Hormuz, which carries 20% of the world’s oil supply. But oil prices and gasoline prices fell significantly on Monday after President Donald Trump said the United States would postpone further strikes on Iran’s energy infrastructure.

Lawhun’s concerns are well founded. Once the conflict ends, the price of gas will likely ease by only 1 to 3 cents a day, said Patrick De Haan, head of petroleum analysis at GasBuddy, a price comparison site. Meanwhile, the higher prices will seep into other products that need transporting, including food, experts say.

Cutting into income

For some people, particularly delivery drivers and those who spend a lot of time on the road for their jobs, the spike in gas prices means that they are earning less.

Mark Hernandez, an independent contractor who delivers for Walmart, gathered his receipts and ticked off the steady rise in prices at the Sam’s Club where he fills up: $2.45 a gallon on February 24; $3.08 on March 3; $3.35 on March 10; $3.69 on March 17 and $3.83 on March 20.

At the same time, the El Paso, Texas, resident has also seen his orders and tips drop since the war began, slashing his weekly earnings by several hundred dollars. The combination has led him to apply for other work, including as a lifeguard, to supplement his income. He’s also searching online for positions that don’t involve driving. His ideal would be a work-from-home job.

Meanwhile, he is filling the tank of his 2008 Dodge Charger several times a week to try to get ahead of the price increases.

“I know gas is going up every single day,” said Hernandez. 42, who checks the price online every morning. What gives him “the most fear is not knowing from day to day how much you’re going to pay at the pump.”

The gas price surge has also thrown family schedules into chaos, with parents having to pull back on activities with their kids to limit their driving.

Filling up the tank now costs Dexia Billingslea at least $15 more a week, which means she only uses her Kia Telluride to take her kids to school and to get to her job as a security guard. She’s had to stop taking her 3-year-old son to the park, where he loves the swings. The disruption has prompted her son, who has autism, to act out more.

“I go exactly where I need to go, and I can’t go anywhere else,” said Billingslea, 35, who lives in Jacksonville, Florida.

Billingslea also couldn’t drive her 12-year-old daughter to her church group or take the family on a short road trip for spring break earlier this month. It hurts her that she’s disappointing them.

“I’m already trying my best,” she said. “I don’t want to let my kids down, telling them I can’t do something.”

Strict budgets

Some family obligations, however, can’t be postponed.

Patric DeStevens and his wife are driving 2,800 miles next week to their home in Vancouver, Washington, after caring for DeStevens’ terminally ill mother, who lived in York, Pennsylvania, and passed away in mid-March. They are setting a strict budget for food and lodging on the trip since they expect to pay $100 more for gas.

The gas price shock comes at a time when DeStevens took several weeks of unpaid family leave from his civil engineering job to care for his mother. Also, he and his siblings now have to pay for her funeral services, which he had not budgeted for.

Once he gets home, he’ll have to contend with higher gas prices at his local Costco. He’s been checking the store’s app and sees that price is now $4.79 a gallon, more than a dollar higher than when he left in late February – which he expects will cut into his ability to save and will add to his credit card debt.

“This is something that I was not anticipating to have to worry about,” DeStevens, 33, said of the price increase. “It’s very frustrating. I hate it.”

Mike Schentag didn’t anticipate that he would have to care about the cost of gas. He and his wife, Julia Renken, drive electric vehicles.

But, soon after the Middle East conflict began, he had to take his 2025 Rivian SUV to the shop to replace the suspension system, which took nearly two weeks. When he learned the rental car company only provided gas-powered vehicles, his first thought was, “Man, this is literally the worst time for this to happen.”

An engineer, Schentag tried to work more from home and use his wife’s EV for errands to minimize his use of the rental car, a Mazda 3. Still, he had to pump $52 worth of gas into it last week and another $53 on Wednesday before he returned it.

That compares to a $46 monthly tab to charge his Rivian at their Boulder, Colorado, home.

“One week of driving cost me more than charging for a month,” said Schentag, 35.

Escaping the Brunt of Fury

Why Marco Rubio Is Escaping the Brunt of Fury Over Iran

“He’s the least crazy,” one Democratic senator said.

By Nahal Toosi

As more Americans, including many Republicans, grow alarmed about the U.S.-Israel war with Iran, one person has largely escaped the backlash: Marco Rubio.

President Donald Trump is getting most of the heat. Vice President JD Vance and Defense Secretary Pete Hegseth have also drawn ample scrutiny for their positions.

Rubio’s political star, meanwhile, is on the rise in the GOP, while many Democrats have stayed relatively quiet about his failures. This is especially notable because Rubio, alongside serving as secretary of State, has spent nearly a year acting as Trump’s national security adviser.

That role, as traditionally defined, ensures that U.S. national security decisions are fully thought out, and that the entire U.S. government is coordinating and prepared for, say, going to war. That can include checking whether U.S. agencies and departments are engaging other capitals or affected parts of the private sector, such as oil companies.

From the start of the Iran operation on Feb. 28, however, it was clear there was little such planning or collaboration. The U.S. has been caught flat-footed on everything from the spike in oil prices to drones targeting U.S. embassies. Senior Trump aides don’t even seem to have coordinated their talking points; Hegseth, for instance, keeps making religious references, while top intelligence officials can’t provide a clear answer on whether Iran posed an imminent threat to the U.S.

Rubio caught some flak for suggesting Israel pulled the U.S. into the war, a claim he later walked back. The only other serious criticism he’s received has been related to his role as secretary of State — in particular, delays in pulling out U.S. diplomats and evacuating U.S. citizens from countries affected by the war.

Curt Mills, executive director of The American Conservative magazine, which backs a restraint-minded U.S. foreign policy, said Rubio deserved more criticism for his role in the war. But he added that, especially in Republican circles, there’s “a halo around the guy” and “it’s not cool to go after him.”

When I asked several lawmakers, U.S. officials and analysts why Rubio seems so protected from criticism over his role in the Iran war, I was told the following:

First, Trump is the easier, more important target. His jaw-dropping rhetoric aside, he’s the president, and the buck stops with him.

Another factor: The foreign policy establishment tends to think of Rubio as secretary of State more than as national security adviser. So while critics are quick to blame him for slow embassy closures, they often forget to hold him accountable for the whole national security apparatus.

Perhaps above all, even Democrats enraged by the state of affairs in Iran see Rubio as one of Trump’s more competent aides.

“He’s the least crazy,” one Democratic senator told me after I granted them anonymity, like others, to talk about a sensitive issue. “If he gets fired, Trump would replace him with someone a lot worse.”

(On Tuesday, Rubio was set to testify in federal court on an unrelated money-laundering case against a longtime friend and former lawmaker — a relationship that also has not impeded Rubio’s rise.)

Many in Washington also don’t notice that Rubio is more focused on his role as national security adviser than as secretary of State.

Rubio aide Mike Needham acts as Rubio’s stand-in at the State Department day-to-day, several people there have told me, while Rubio spends much of his time at the White House. (A State Department spokesperson pushed back on the notion that Needham was in charge, and I’m told Rubio has the ultimate say on anything significant at Foggy Bottom.)

This isn’t entirely surprising. Doing both jobs in full is nearly impossible, and staying close to Trump is smart considering how many people try to influence him, including by cold-calling his number.

In his role as national security adviser, Rubio has shrunk the National Security Council staff and limited their ability to convene government agencies for policy discussions, as I’ve chronicled before. Instead, the most sensitive conversations are held in the West Wing among Trump and a few aides who then tell agencies to implement his decisions, often without stress-testing the ideas.

That means many people who could have flagged or at least prepared for challenges related to Iran — such as the threat to the energy sector or the need to coordinate with U.S. allies — were left in the cold. And most such people have little incentive to act without orders from above, because after last year’s staff purges, everyone is afraid of being fired.

That includes people in the State Department’s Middle East bureau. One staffer there told me that until the war started, they had not been tasked with any actions related to it. “I had all sorts of people messaging me, like ‘Oh, you must be so busy,’ and I’m like, ‘Nope.’”

The State Department called the premise of this column “ridiculous.” “Because of the hard work of hundreds of personnel, over 50,000 Americans have been provided security guidance and travel assistance by our 24/7 task force,” spokesperson Tommy Pigott said.

The White House said Rubio is working in “lockstep” with Trump and his whole national security team. “The United States is crushing the Iranian terrorist regime,” spokesperson Olivia Wales said.

Rubio despises Iran’s Islamist regime, but, from what I’ve gathered, he was not a major force pushing for a large-scale attack on Iran — not like Israeli Prime Minister Benjamin Netanyahu or Sen. Lindsey Graham (R-S.C.). That said, Rubio didn’t fight the idea, and he was open to the notion that the time to hit Iran was now because the regime was unusually weak. So one would expect him to have kicked planning and coordination into high gear.

I’m not saying that Rubio needs to clue in every diplomat and their dog on every operation. Very few people on President Barack Obama’s team were read-in on the raid that killed Osama bin Laden. The Trump administration’s capture of Venezuelan leader Nicolas Maduro, too, was overseen by Rubio and just a handful of others.

But those were surgical maneuvers. Iran is a different ballgame — an entrenched regime, proxy militias outside its borders, and the potential to damage the world economy. Iran’s Supreme Leader Ayatollah Ali Khamenei, who was killed in the war’s opening hours, warned that Iran would make the entire region pay if the U.S. attacked. He wasn’t kidding.

For years, the U.S. military has run war games about Iran, and that included scenarios we’re seeing now, such as Tehran strangling the Strait of Hormuz. The result was nearly always major bloodshed and destruction, one Democratic House member said.

Rubio knew all this.

Still, Rubio has plenty of defenders — or, at least, sympathizers.

They stress that his cuts at NSC were at the behest of Trump, who doesn’t trust the bureaucracy.

“The absence of process is exactly what Trump wants. And that’s what Rubio gives him,” said Ivo Daalder, a former U.S. ambassador to NATO. Daalder said Rubio deserved blame for not pushing Trump to allow for a more robust decision-making process, “but if he’d done any of that, he’d been long gone.”

Some Trump administration officials added that having too many people involved leads to leaks that can endanger operations or are aimed at undermining Trump’s agenda.

One of those officials said Rubio knew that limiting information flow would allow the U.S. and Israel to hit Iran hard early on. “Go back to the first few days: We took out their entire leadership because they didn’t expect it,” said the official, who is familiar with Rubio’s role.

I asked the White House if Rubio sought permission from Trump to run a more robust policymaking process for Iran. I didn’t get an answer.

A former Trump administration official, though, said the decimated NSC staff barely has any experience running such a process. The existing “process” is basically principals calling each other. (On Signal, maybe?)

Another reality for Rubio: Trump’s special envoys are playing their own games of Risk. People like Steve Witkoff and Jared Kushner, Trump’s son-in-law, lack technical expertise on Iran’s nuclear program and often appear ready to take Moscow at its word. But they have a direct line to the president, and Rubio can only tell them so much.

The Trump administration official familiar with Rubio’s role argued that things are going well overall, especially on the combat side. Even if Rubio had run a far more robust policy process and various agencies were more prepared, there was going to be some chaos, the official said. Plus, Rubio deserves credit given the mercurial president he reports to.

“Rubio shapes the president quite a bit. He gives him advice. He smooths some of the edges. He executes competently,” the official said.

Besides, said one person familiar with Rubio’s thinking, history may judge Rubio kindly if Iranians are finally freed of their oppressive rulers. “We don’t know if Iran is going to be a success or not,” they said.

In private sessions he’s held with lawmakers, “Rubio presents himself as an irrepressible optimist,” said Sen. Chris Murphy (D-Conn.) “He often falls back on simplistic moral arguments. ‘Maduro is a bad guy. The ayatollah was a bad guy. Thus, anything we do to try to hurt them must be in the national interest.’”

Murphy views Rubio as a true believer in regime change. He mused that that bias may have led Rubio to intentionally avoid launching a serious internal government discussion.

“If a process that fairly vetted risks would have made the operation look riskier and less likely to succeed, why run that process if your goal is regime change in Iran?” Murphy said.

Besides, Rubio needs to stay in Trump’s good graces for a goal more central to his identity: Changing the regime in Cuba.

In any case, don’t expect a crescendo of calls for Rubio’s resignation anytime soon.

“There’s a sense he’s the sane one,” the House Democrat said.

Connected the dots

How Jack Smith connected the dots between GOP lawmakers, Trump aides in 2020 election probe

New documents reveal the extent of the former special counsel’s efforts to investigate the president.

By Hailey Fuchs and Kyle Cheney

Former special counsel Jack Smith’s office sought to map a vast web of contacts between President Donald Trump’s most vocal Republican allies in Congress and key players in his bid to subvert the results of the 2020 election, according to newly released records of the Smith-led investigation.

Emails from January 2023 circulated among Smith’s deputies show how top GOP lawmakers communicated directly with individuals later identified by Smith as Trump’s co-conspirators in his election interference plot, including attorneys Rudy Giuliani and John Eastman.

Those contacts became the Smith office’s justification for pursuing subpoenas of phone logs for more than a dozen Republican officials. That includes former Speaker Kevin McCarthy and Sen. Lindsey Graham of South Carolina — who were previously known to be of interest to Smith’s investigators — as well as then-Rep. Lee Zeldin of New York, who is now Trump’s head of the EPA and is among other lawmakers not previously known to be under Smith’s microscope.

A spokesperson for Zeldin did not immediately provide a response to a request for comment.

These Republicans and others are featured in the materials released Tuesday by Senate Judiciary Chair Chuck Grassley, who has been leading a probe into Smith’s work. The Iowa Republican made the documents public to help support the party’s widely held position that Smith was politically motivated in his pursuit of criminal charges against Trump during the Biden administration — for efforts to overturn the election and his mishandling of classified documents.

“They were not aiming low. They were trying to take out everyone on the other side,” Sen. Ted Cruz (R-Texas), whose data Smith’s office sought to obtain via subpoena, said Tuesday.

Cruz delivered the remarks while presiding over a Senate Judiciary subcommittee hearing comparing Smith’s investigations into Trump to the Watergate scandal that took down former President Richard Nixon and led to new rules cracking down on government corruption.

But the newly public documents also offer a more expansive picture of who Smith’s team believed might have had information that could bolster their probe into the campaign to undermine the 2020 election results that culminated in a deadly riot.

The special counsel’s office found that Rep. Brian Babin (R-Texas) had communicated with Trump’s then-chief of staff Mark Meadows and then-Director of National Intelligence John Ratcliffe, who is now director of the CIA. A spokesperson for Ratcliffe did not immediately respond to a request for comment.

Zeldin corresponded with Meadows and Rep. Scott Perry of Pennsylvania, who was a close Trump ally in the effort. Cruz had calls with Meadows, Eastman and Ratcliffe and was one of several senators who received a call from Giuliani on Jan. 6.

Those contacts explain Smith’s interest in obtaining subpoenas for the phone logs for a dozen current and former Republican members of Congress, which his team said would be used to “establish logical evidentiary inferences regarding Trump and his surrogates’ actions and intent.”

The list of potential subpoena targets also includes Arizona Republican Reps. Andy Biggs and Paul Gosar. Spokespeople for Biggs, Gosar and Perry did not immediately return a request for comment.

According to the documents, Smith’s team methodically reviewed information provided in a report produced by the Democratic-led House committee investigating the Jan. 6 attacks, suggesting a nexus between the two parallel inquiries.

New documents released by Grassley Tuesday also revealed the scale and scope of Smith’s scrutiny of Kash Patel, a longtime Trump ally who now serves as FBI director. Patel was previously established to have been a target of the special counsel’s investigation, but it was not known that Smith sought to obtain Patel’s phone and text message logs spanning two years.

A FBI spokesperson pointed to a comment FBI spokesman Ben Williamson previously gave to Reuters, in which he said, “The FBI under prior leadership was weaponized in ways the American people are only now beginning to fully grasp.”

The materials also provide new details about the backchanneling between former Vice President Mike Pence and Smith’s team regarding Pence’s grand jury testimony, and the efforts investigators took to screen out privileged information before they accessed devices they seized from targets of their probe.

At the Judiciary subcommittee hearing Tuesday, Democrats continued to defend Smith’s work and urged Republicans to schedule a public hearing with the former special counsel.

“Apparently when the Trump DOJ does it, it’s nothing new; when Jack Smith does it, it’s a modern Watergate,” said Sen. Sheldon Whitehouse of Rhode Island, the top Democrat on the Senate Judiciary Subcommittee on Federal Courts, Oversight, Agency Action and Federal Rights. “With Patel, it’s obvious why Jack Smith was looking at him.”

Grassley has said Smith will receive an invitation to address the full Judiciary panel in the coming months, following testimony the attorney gave to the House Judiciary Committee late last year.

‘The worst I’ve seen’

‘The worst I’ve seen’: Oil industry grapples with the fallout from US-Israel war with Iran

The Middle East war is scrambling markets and threatening to remake the energy industry.

By James Bikales and Ben Lefebvre

Global energy leaders have been jolted by the enormity of what the U.S.-Israel war with Iran means for their business — and they’re not liking what they’re seeing.

It’s the second time in four years that top White House officials have taken the stage at the CERAWeek by S&P Global conference to plead with producers to ramp up their drilling to cover supply disruptions from war-driven oil and natural gas price shocks. But unlike the coordinated international response to counter Russia’s 2022 attack in Ukraine, the Middle East war has drawn little support from allies and has seemed disturbingly ad hoc, industry executives said, leaving the industry feeling unsure on how to react.

“We’ve not seen anything like this — there’s been no disruption of this scale in the past,” Gareth Ramsay, chief economist at oil and gas giant BP, told the conference. “It’s every oil analyst’s study piece or worst nightmare — one that we never thought would happen.”

The energy market fallout is becoming political as well. Trump’s approval rating fell to 36 percent amid the public’s anger over the war and the steep jump in gasoline prices, according to a Reuters poll released Tuesday. The dissatisfaction threatens to doom Republicans’ attempts to keep control of Congress in this year’s midterm elections.

Executives from the world’s largest oil companies appeared more astonished about the scale of the supply disruption from the war than thrilled about the higher prices. The war has snarled the Mideast operations for several companies, some of whose CEOs — including Exxon Mobil and Saudi Aramco — skipped the conference even as high prices boosted their profits.

For many in the sector, the war has turned their worst fear — the closure of the Strait of Hormuz — into reality. The waterway through which 20 percent of the world’s oil leaves the Middle East to reach the wider market has been targeted by Iran, which has also destroyed or heavily damaged major refineries, oil and gas fields, and gas export plants around the Persian Gulf.

“This is the worst I’ve seen,” Paul Sankey, senior adviser at consulting firm Oliver Wyman and a longtime energy market analyst, said of the turmoil in the oil market due to what he called “Gulf War III.”

“How do you replace all this gas, all this oil, helium? The list goes on,” he said.

The White House said tankers would again move through the strait freely — and energy prices fall — once the United States achieves its military goals.

“President Trump knows exactly what he is doing, and his entire energy team has taken many actions to mitigate the effects of these short-term disruptions,” White House spokesperson Taylor Rogers said in a statement. “Ultimately, once the military objectives are completed and the Iranian terrorist regime is neutralized, oil and gas will flow more freely than ever before and prices will rapidly drop again.”

The sheer scale of the chaos the war has brought to the industry poked some holes in the face of the conference itself: Some of the world’s top oil producers who are regulars at the annual Houston gathering were notable in their absence. Exxon Mobil CEO and Chair Darren Woods, whose company has major oil and gas operations in the Gulf, and Amin Nasser, CEO of national oil company Saudi Aramco, skipped this year to address the disruptions. Top executives from the state-run oil companies in Kuwait and the United Arab Emirates appeared virtually.

“We are outraged by this attack against us,” Shaikh Nawaf Al-Sabah, CEO of Kuwait Petroleum Corp., said of recent strikes by Iranian projectiles that damaged a major refinery there. “This is an attack against not only the Gulf, but it is an attack that is holding the world’s economy hostage.”

Trump administration officials, including Energy Secretary Chris Wright and National Energy Dominance Council Executive Director Jarrod Agen, have been meeting with industry executives throughout the week in Houston and have projected confidence that oil companies will heed their calls to speed their drills.

“Markets do what markets do,” Wright said on Monday, noting surging crude prices should encourage their companies to ramp up production. And Agen told the POLITICO Pub at CERAWeek that producers are “all on board” with the administration’s push and he’s heard no pushback.

But privately, members of the oil, natural gas, investment and insurance industries at CERAWeek expressed a mix of disbelief that the Trump administration thought it could quickly hobble Iran — and worries about how it will hurt their businesses and the broader economy.

ConocoPhillips CEO and Chair Ryan Lance said his conversations with administration officials have focused on protecting oil and gas fields, export plants, and refineries in the Middle East.

“A lot of my conversations with the administration are really pleading to try to get some extra protection around the U.S.-owned assets in Qatar,” Lance said.

One investment analyst bemoaned to POLITICO that oil traders are having to make quick decisions based on Trump’s social media posts, only to see Trump deliver a starkly different message soon after. Oil markets have swung in a $40 range during the first three weeks of the war.

BP’s Ramsay said he doubted producers would approve any production increases due to the conflict, calling the volatility in crude prices “not something any oil company wants to see.”

“Over the sort of short time frame we’re talking about, at the moment, there is no supply response,” he said. “There is no potential supply response.”

Geoffrey Pyatt, who led the energy office at the State Department under the Biden administration, said there were echoes to the 2022 crisis, when then-Energy Secretary Jennifer Granholm’s call for producers to turn up their drills at the same conference drew a tepid response.

“Maybe the most important thing that I learned working on these issues in government was the limitation that we faced trying to pull levers to incentivize new investment or new production in a sector where the [return on investment] is measured in decades, and where the timeline for implementing projects runs into years,” Pyatt said in an interview.

NEDC’s Agen said Venezuela and Alaska were two locations that could quickly make up for the losses in supply from the Persian Gulf. And Wright said Venezuela had already upped its production by 200,000 barrels a day.

But some major companies have also rebuffed the idea of investing in Venezuela, and executives said they need to see much more reform from Caracas to assure them that the country is ready for large-scale increases in production.

“They have a lot of ways to go to make the country competitive globally — to attract the kinds of billions of dollars in investments required,” ConocoPhillips’s Lance said. “Not only do you need the physical safety and security, you need contract sanctity, you need policy durability.”

Chevron, the only major U.S. oil company still operating in Venezuela, is looking at small-scale increases in production through existing infrastructure, CEO Mike Wirth said on Monday.

“There’s still things that need to happen to encourage investment at the scale that people would like to see,” Wirth said. “To get to [production] levels that the country was at 20 years ago will require tens of billions of dollars and time.”

The only thing the industry can see clearly as of now regarding the war — which Trump has at times said would last mere weeks and other times he would end when he “feels it in my bones” — is that the effects will be long-lasting.

The industry will not only have to rebuild billions of dollars of lost infrastructure in the Middle East, but countries dealing with the extreme price hikes for imported energy will likely look to develop supplies closer to home, executives said.

“There will be knock-on effects, tailwind effects for a not insignificant period of time,” said Tom Donilon, vice president at investment management firm BlackRock and a former national security adviser in the Obama administration.

Fuel prices will remain elevated even after hostilities subside, analysts said. Companies will likely buy more fuel than they normally would have pre-war to increase their inventory on hand. The higher price on fossil fuels will offer “a second chance” for renewable energy, said Brian Falik, chief investment officer at commodities trading firm Mercuria.

“We’ll see some stockpiling, and it won’t be just toilet paper this time,” Falik said of the fuel market.

Easier dreamt than done

GOP’s reconciliation hopes are easier dreamt than done

“Scope creep” is among the pitfalls as Republicans look for ways to enact their election-year agenda without Democrats’ help.

By Jordain Carney and Meredith Lee Hill

Republicans are hitting the gas on a new party-line policy bill. They are fully aware it might end up in the ditch.

The renewed push for budget reconciliation — spawned out of a Monday meeting between President Donald Trump and a group of GOP senators — marks the best shot Republicans have had in months to enact key agenda items without Democratic cooperation. House and Senate conservatives have clamored for a second attempt this Congress, following last summer’s tax-cuts-focused megabill, without much success.

But GOP leaders face a tall order in wrangling their thin margins and the hodgepodge of policy ideas already being pitched by their competing factions — or watching the effort collapse due to infighting.

Underscoring the massive challenge, some Republicans are stressing they aren’t committing to pass another bill under the reconciliation process — which could allow them to avoid a Democratic filibuster in the Senate — they are just promising to give it a try.

“The odds would be like 100 percent,” Sen. Ron Johnson (R-Wis.) said in an interview about the chances Republicans will attempt another reconciliation bill. “Now, do we pass it?”

The latest vision for a GOP reconciliation bill would build the legislation around new funding for immigration enforcement that Democrats are refusing to pass, plus parts of the SAVE America Act — the Republican elections overhaul that doesn’t have a path to passing the Senate. GOP lawmakers believe incentives for states to adopt new policies such as voter ID rules could comply with the Senate’s strict rules for reconciliation.

“I would keep it as simple as possible so it could pass,” Johnson said.

Sen. Thom Tillis (R-N.C.) said in an interview that keeping the bill narrow would help raise the odds that Republicans would be able to get something across the finish line.

“If you want to keep all of our members tight … we need to agree to the parameters and not allow scope creep,” Tillis said.

Keeping the scope of the reconciliation bill narrower would have an added political benefit for Senate Republicans — it would limit the slate of issues on which Democrats could force simple-majority votes as they try to squeeze vulnerable GOP incumbents just months before the midterms.

But there is already outright skepticism, and in some cases early signs of opposition, inside the Senate GOP. Republicans can lose up to three senators and still pass a party-line bill.

Sen. Susan Collins (R-Maine), who is facing a tough reelection bid, said she thought reconciliation was not a “good approach.” Sen. Rick Scott (R-Fla.), a Budget Committee member who chairs the Republican Steering Committee, predicted it would be “very difficult” to get the votes and compared it to a “pipe dream.”

“You know me, I’m not a big fan of reconciliation,” Sen. Lisa Murkowski (R-Alaska) added when asked if she wanted to pursue a new party-line bill.

It’s not just the Senate where GOP leaders are facing an uphill battle to pass both a budget resolution — a key prerequisite for reconciliation — as well as the bill itself.

A big risk of pursuing a second reconciliation bill is House conservatives seeking to include potentially billions of dollars in cuts to the social safety net and other long-brewing proposals that will “scare the hell out of” vulnerable Republican lawmakers ahead of the midterms, according to one senior House GOP aide granted anonymity to speak candidly about the dynamics.

Even House GOP chatter about trying to add in extra Pentagon funding is sparking warnings from their Senate counterparts. One GOP senator, also granted anonymity to speak candidly, predicted that a heavy injection of defense spending could “kill the whole thing.”

Several House Republicans granted anonymity to speak candidly about the dynamics said they do not believe GOP leaders will be able to muster the multiple near-unanimous GOP votes needed to get another reconciliation bill through the House.

At a leadership meeting Tuesday, senior House Republicans voiced concerns about whether adding the SAVE America Act to a reconciliation bill would be a futile exercise, according to two people in the room.

That’s because of procedural reality: Most of the contentious elections bill won’t pass muster with the Senate parliamentarian, whose guidance on the reconciliation process is typically final.

The House Freedom Caucus called the Senate GOP plan “gaslighting” Tuesday morning. And Sen. Mike Lee (R-Utah) said Tuesday that it’s “hard to imagine” how it could pass under the budget process.

“And by ‘hard’ I mean ‘essentially impossible,’” Lee added on X.

Senate Republicans discussed pursuing another reconciliation bill during a closed-door lunch Tuesday. Among the ideas they are batting around is how to induce states to implement some of the SAVE America Act’s voter ID requirements.

Senate Budget Committee Republicans met Tuesday for what senators described as a meeting to “touch gloves” on reconciliation plans. Chair Lindsey Graham (R-S.C.) said in a statement Wednesday morning that the panel would move “expeditiously” to set up a party-line bill tacking homeland security and defense funding, as well as elections provisions.

“The purpose of the second reconciliation bill is to make sure there is adequate funding to secure our homeland and to support our men and women in the military who are fighting so bravely,” Graham said.

House Administration Chair Bryan Steil (R-Wis.) separately circulated a list of proposals with key GOP offices on his side of the Capitol that would mandate or financially incentivize states to implement voter ID laws, require proof of citizenship for voter registration, share voter data with federal agencies for verification and conduct post-election audits, among other items, according to a document obtained by POLITICO.

Some of those items appeared unlikely to pass scrutiny with the Senate parliamentarian, Elizabeth MacDonough, whose rulings tend to be the final word on the reconciliation process.

GOP senators could overrule her, but Majority Leader John Thune vowed Tuesday that they would comply with her guidance. Sen. John Kennedy (R-La.) also batted away a question about overruling her, calling it a “hypothetical.”

But Republican leaders are otherwise being careful not to make any pronouncements about where the latest reconciliation push will end up. House Majority Leader Steve Scalise said only that they are “looking at a lot of different options to see if we’ve got a consensus.”

Thune added that he would need to be “pretty sure” any proposal has the requisite 50 votes before the Senate embarked on the initial and time-consuming step of approving a budget resolution, which unlocks the reconciliation process.

“We’re just trying to make sure we keep our expectations realistic,” he said.

Florida House district

A Mar-a-Lago flip: Dems win Trump's hometown Florida House district

Tuesday's results add more tallies to a trend of Democrats flipping Republican-held seats in state legislatures across the country over the past 14 months.

By Gary Fineout

Democrats sent a jolt Tuesday through reliably red Florida, flipping two legislative seats including the district containing President Donald Trump’s Mar-a-Lago home.

Democrat Emily Gregory defeated the Trump-endorsed GOP state House candidate in a hotly contested race that had seen Democrats pour money and support into an effort to take hold of the Palm Beach County district. But Democrats also narrowly squeaked out a win in a Tampa state senate seat that had been held by Lt. Gov. Jay Collins until last August.

The wins won’t change the overall control of the Florida Legislature’s Republican supermajority. But the victories were quickly heralded by state and national Democrats after years of GOP domination in the Sunshine State and even jokes from Gov. Ron DeSantis that the state party was practically dead. And Tuesday’s results add more tallies to a trend of Democrats flipping Republican-held seats in state legislatures across the country over the past 14 months.

Gregory, a first-time candidate with a background in public health and mental health administration who now runs a fitness center for postpartum moms, defeated Jon Maples, a financial planner who previously held a local council seat, by little more than 2 percentage points. She pulled off the victory even as Trump used his social media accounts to urge people to vote for Maples.

“I think it demonstrates where the Florida voter is,” Gregory told POLITICO after her win. “They want someone who is focused on solutions and the issues and not focused on the noise.”

Back in 2024, the GOP incumbent — then-state Rep. Mike Caruso — won House District 87 by 19 points. While Democrats broadly wanted to win in Trump’s backyard, the local campaign itself focused more on affordability and taxes. The contest got testy in the closing days, with supporters on both sides zinging their opponents in mailers and text messages.

The win continues a series of blue special election wins and overperformances in Florida since Trump comfortably won the state in 2024.

“This victory reiterates an undeniable trend in Florida: With year-round organizing and infrastructure investment, Democrats can run and win anywhere —including Donald Trump’s backyard,” said Florida Democratic Party Chair Nikki Fried. “Floridians are tired of the chaos, corruption, and sky high prices on everything from groceries to gas and health care.”

State election records show that Trump, as well as first lady Melania Trump and Trump’s son Barron, all voted by mail in the House District 87 election. Trump requested his mail-in ballot on March 14, just days after he insisted that the SAVE America Act include limits on mail-in voting. Trump on Monday, during a stop in Memphis, referred to voting by mail as “mail-in cheating.”

Brian Nathan, a union leader and veteran, was outspent by roughly 10 to 1 in the race to replace Collins and had received scant support from state Democrats. He narrowly defeated former state Rep. Josie Tomkow, a rancher who had held a House seat in neighboring Polk County. Tomkow’s residency had come under question, although she said she planned to move into the district once she was elected. But even Fried acknowledged that Nathan’s win was in state Senate District 14 was a surprise.

“We believe Brian just sent shockwaves across Florida,” said Shawna Presley Vercher, a consultant for Nathan.

The special elections were prompted by DeSantis appointments. The governor appointed Collins last August, but he waited months before calling the special election to fill it. The Palm Beach County state House seat came open because he appointed the GOP legislator who held it to a local post.

Tomkow’s decision to give up her House seat created a vacancy there that was filled by the election of Republican Hilary Holley on Tuesday. Holley won her election by nine points which was a smaller margin than Tomkow won the district with back in 2024.

Proposal falls flat

DHS funding proposal falls flat as Democrats, conservatives and Trump raise doubts

“Any deal they make, I’m pretty much not happy with it,” the president said.

By Katherine Tully-McManus and Jennifer Scholtes

Key negotiators circulated a potential deal Tuesday to end a five-week standoff over Department of Homeland Security funding and, among other things, pay beleaguered transportation screeners as mounting security lines snarl airports.

Nobody in Washington, however, seems too excited about it.

The framework brokered by a handful of Senate Republicans and the White House Monday got a cool reception from Senate Democrats, who said it does nothing to rein in immigration enforcement abuses at the center of the DHS funding impasse.

Conservative Republicans pushed back on the idea that some Immigration and Customs Enforcement funds would be left out of the agreement and pursued separately under the party-line reconciliation process, calling it a capitulation to Democrats.

Even President Donald Trump, who has gone back and forth on the DHS shutdown talks but hosted the White House meeting Monday evening where the latest proposal was hatched, gave the plan only a tepid endorsement in his first public comments on it Tuesday.

“We’re going to take a good hard look at it,” he said in the Oval Office, later adding, “They are getting fairly close. But I think any deal they make, I’m pretty much not happy with it.”

The griping heard up and down Pennsylvania Avenue cast fresh doubt on whether Congress would be able to act this week to end the shutdown that started Feb. 14 — even as hourslong waits at some U.S. airports weighed heavily on lawmakers.

The Republican proposal would forgo about $5.5 billion in funding for Enforcement and Removal Operations under ICE, in lieu of agreeing to a series of constraints Democrats want to impose on DHS enforcement personnel.

Key Democrats rejected that tradeoff Tuesday. Washington Sen. Patty Murray, the Senate’s top Democratic appropriator, said the new GOP offer “contains no reforms” beyond what both sides had already agreed to in January before DHS agents fatally shot two American citizens in Minnesota. “That’s not acceptable,” she added.

Republicans had hoped to isolate the point of greatest contention, the conduct of DHS agents carrying out Trump’s mass detention and deportation agenda, while funding the rest of the sprawling department. But GOP leaders said they would not put fetters on agents whose salaries were not being funded under the bill.

“A lot of the reforms are contingent on funding for ICE,” Senate Majority Leader John Thune told reporters Tuesday afternoon. “So if you’re not going to have funding, I don’t know how all of a sudden now they can demand reforms.”

ICE received $75 billion in last summer’s GOP megabill, leaving it largely immune from the funding lapse that has crippled other parts of DHS.

“The problem is that they have everybody at DHS right now doing immigration enforcement,” said Connecticut Sen. Chris Murphy, who is the top Democrat on the Homeland Security funding panel but not central to the negotiations.

By funding other DHS agencies, Murphy added, “you’re providing money for immigration enforcement.”

The qualms are not just coming from Democrats.

Conservatives are strategizing behind the scenes to kill the framework because it leaves out ICE funding in the uncertain hope of passing it through reconciliation, according to three people granted anonymity to describe the private effort.

Some Republicans expect their right-flank colleagues to try to lobby Trump to tank the deal or demand changes, two of the people said. Speaker Mike Johnson confirmed as much late Tuesday, telling reporters that House Republicans were “very resistant” to breaking up ICE funding in the DHS bill.

A White House spokesperson gave the emerging plan only a lukewarm blessing Tuesday before Trump made his public comments. The president made clear he remains more invested in passing a partisan elections bill, the SAVE America Act, than cutting a deal to end the DHS shutdown.

The framework would pair the leftover $5.5 billion in ICE funding with some provisions of the SAVE America Act, though the strictures of the reconciliation process would severely limit the GOP’s options.

“I want to support Republicans,” Trump said. “Sometimes it’s awfully hard to get votes when you have Democrats that don’t want to have voter ID, they don’t want to have proof of citizenship, they don’t want to do anything about men playing in women’s sports.”

Ultraconservatives in the House are also assembling to oppose the proposal negotiated by GOP senators, warning their leaders against going around them to pass the agreement. Johnson could make such a move using fast-track procedures if he had the necessary support from a critical mass of Republicans and Democrats to vault a two-thirds-majority threshold.

And there is a significant swath of the House GOP, including mainstream leadership allies, who consider the idea of not fully funding ICE a nonstarter.

Senate Majority Leader Chuck Schumer said Democrats will offer a counterproposal to the GOP offer.

“I can assure you it will contain significant reform in it,” Schumer told reporters Tuesday. Thune, Tuesday night, expressed doubts Democrats could offer anything Republicans would agree to: “I just don’t know what that is at this point,” he said.

“We’re not negotiating over funding ICE, and they still want all the other stuff that they were demanding,” Thune continued, adding, “We’ll see what comes back, but my sense is that it’s probably not going to be anything we can agree to.”

But House Minority Leader Hakeem Jeffries backed Schumer’s play Tuesday evening, crediting Senate Democrats for rejecting “what was an insufficient offer presented to us as it relates to getting ICE under control.”

Murray, who has been meeting with White House officials, lamented that negotiations have been a moving target.

“It is awfully hard to find common ground with Republicans when it’s not clear that they have common ground amongst themselves,” she said Tuesday. “The only way we are going to get out of this mess is if we know that the president is on the same page as the Republicans.”

Top Republican senators are anxious to reach an accord to end the shutdown before the House and Senate are scheduled to adjourn later this week for a recess stretching into mid-April.

“We’re ready to go, OK? We’re ready,” North Dakota Sen. John Hoeven, a senior Republican appropriator, said Tuesday as he left Thune’s office. “So the Democrats need to join us now and get it done. I mean, we’ve bent over backward negotiating with them.”

The House is expected to vote for the third time on a full DHS funding bill later this week, without the carveouts from the Senate GOP proposal. Democratic leaders are whipping their members in opposition, according to two people granted anonymity to share private party strategy.

Instead, Democrats on both sides of the Capitol continue to pressure Republicans to pass Democratic proposals to fund all of DHS except ICE, Customs and Border Protection and the secretary’s office, as well as policies cracking down on the Trump administration’s immigration enforcement tactics.

“We have a solution to this issue. We can deal with ICE and CBP. That conversation should be ongoing,” Connecticut Rep. Rosa DeLauro, the House’s top Democratic appropriator, said in an interview Tuesday night. “In the meantime, let us fund these other agencies.”

DeLauro, who offered a bill more than a month ago to that end, noted that the offer Senate Republicans sketched out Tuesday was hatched in consultation with Trump but not Democrats.

“That’s a discussion between Republicans,” she said. “There’s no Democratic inclusion in any of that discussion. And anything that doesn’t include reforms of ICE and CBP is not viable.”