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larrycjohnson.substack.comLatest Issues
Judgment Day for the Middle of the Barrel: Karl Miller’s Warning That Diesel Has Stopped Meeting Demand
Karl Miller’s latest private assessment, dated September 16 and titled “Judgment Day Has Arrived,” makes a single governing claim about diesel, jet fuel, and kerosene: physical demand is now outrunning promptly deliverable supply. Not the p...
Dispatch from Moscow: The Collapse Narrative Keeps Missing the Real Russia
I am back in Moscow for the first time in ten months, and the first thing that strikes you is the distance between the city in front of you and the city as it is described five thousand miles away. Moscow and St. Petersburg are thriving, mo...
The Hashemite Endgame: The Case That Jordan Is Next
Jordanian Protests
Nine weeks before the Houthis stunned the region by breaking out of their northern strongholds, Karl Miller told me it was coming. In a private note dated July 1, he reasoned that Mohammed bin Salman was running his fami...
The Wrong War: Trump Blames Kyiv for a Diesel Crisis His Own Iran War Triggered
On 14 September 2026, with American diesel having crossed six dollars a gallon for the first time in history, President Trump settled the question of blame in a single sentence posted to social media: “The World’s Diesel price rise is mostl...
Merciless Kindness: Britain’s Economic War on America and the Long Shadow Over the Iran Sanctions
A chokepoint is not a wall. It is a tollbooth — expensive, annoying, survivable — and the traffic always finds another way around. That is the single lesson I would press on anyone in Washington who believes the dollar can be made into a ca...
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Managing Partner of BERG Associates, former CIA Officer and State Department Counter Terrorism official.
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