The dominant analytical framing of the Iran war says it benefits US energy dominance. Elina Xenophontos argues the opposite — that the United States structurally cannot absorb the shortages that would follow any serious disruption to Middle Eastern oil infrastructure, and that the energy dominance thesis collapses under examination.
In this Part 2 conversation, she walks through the actual numbers: US production capacity, refining bottlenecks, strategic reserve realities, and why the gap between political rhetoric and physical infrastructure is wider than the headlines suggest.
#Iran #Petrodollar #Geopolitics
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