We know what’s coming and we are prepared.
It turns out that the same day Biden shut down the Keystone Pipeline, he also lifted the security on our power grid for 90 days (Trump’s EO the year prior secured our power grid by giving China no access.)
Here below is the snippet buried in Biden’s Keystone pipeline EO.
“c) Executive Order 13920 of May 1, 2020 (Securing the United States Bulk-Power System), is hereby suspended for 90 days. The Secretary of Energy and the Director of OMB shall jointly consider whether to recommend that a replacement order be issued.”
Just a small little paragraph tucked away in one of Biden’s EO’s the first day he was in office under the umbrella of “restoring science to tackle the climate crisis”.
You can find it here:
So I researched our energy transformers that supply our power grid.
Turns out, we have had zero transformers in this country that were manufactured in China prior to 2009. From 2009 -2019, China has manufactured 200 of our transformers, supplying 60% of our power grid.
Trump’s EO states this snippet, interestingly enough.
May 1, 2020 order, President Trump stated that
“the United States should no longer purchase transformers and other electric grid equipment manufactured in China. He signaled that it is important to end relationships that U.S. utilities have directly with Chinese businesses and multi-national companies manufacturing transformers in China, which are later plugged into the electric grid in the United States.
Chinese power equipment can be embedded with software and hardware that can be remotely accessed, enhancing China’s ability to commit cyberattacks. Because power transformers are huge and weigh between 100 and 400 tons, it is not easy to identify embedded software or hardware. There is also a potential hardware risk since counterfeit items can be easily put into large power transformers.”
You can read Trump’s EO here:
What prompted Trump’s EO was this prior report right here. The Department of Energy found in this report, that there were :
6 - US power transformer manufacturers
30- Chinese power transformer manufacturers.
You can read the report here:
https://www.energy.gov/sites/prod/files/2014/04/f15/LPTStudyUpdate-040914.pdf
Most recent projects were completed in
Houston
Las Vegas
New Jersey
If you lookup “ Electric Panda”.... you will wonder why in the heck this isn’t front page news now with Texas.
Conclusively, Biden, on his first day in office, opened up the American electrical grid to China.
His very first day in office. 3 weeks later, 5 million are without power and struggling to keep their families warm, and many livestock are unable to survive.
🇺🇸 #Oklahoma high school principal (Kirk Moore) seen charging at and disarming a school shooter.
The suspect, identified as 20-year-old Victor Hawkins, was a former student who said he wanted to shoot up the school “like the Columbine shooters did.” While taking down the shooter, Moore was shot in the leg. He is expected to recover.
When the Principal woke up that day, he never thought he would be tackling a gunman.
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🇨🇳🛢 How much strategic oil does the world actually have in reserve?
Global strategic crude oil inventories stood at ~2.5 BILLION barrels as of December 2025, according to the US Energy Information Administration.
China holds by far the largest stockpile at 1,397 million barrels, more than 3 times the US Strategic Petroleum Reserve of 413 million barrels, which itself sits at only 58% of its full storage capacity of 714 million barrels.
China added an average of 1.1 million barrels per day to its strategic inventories throughout 2025, with preliminary data suggesting it continued building stockpiles in early 2026 ahead of the Iran War.
Japan holds the 3rd-largest reserve at 263 million barrels, followed by OECD European countries at 179 million barrels.
Meanwhile, the US is releasing 172 million barrels from its Strategic Petroleum Reserve to suppress oil prices, part of a broader 400 million barrel coordinated release agreed by 32 IEA member nations in March.
🔗 ...
🛢 JP Morgan Warns Oil Market Out of Balance, Prices Must Rise
🔸The closure of the Strait of Hormuz, through which roughly 20% of the world’s oil flows, has removed 13.7 million barrels per day from global supply in April alone. A JP Morgan research note warns the market has no good way to replace it.
🔸Normally, spare production capacity in Saudi Arabia and the UAE acts as the market’s shock absorber. But that buffer has effectively been removed, eliminating the system’s first line of defense.
🔸With spare capacity unavailable, markets turned to inventories
➤ Global stockpiles are now being drained at ~7.1 mbd in April, an extraordinary pace, according to the note.
🔸Meanwhile, demand is collapsing because supply simply isn’t reaching users — “forced demand destruction.”The hardest hit sectors include:
▪️ Petrochemical plants across Asia are shutting down or slashing output as LPG, ethane, and naphtha flows from the Gulf collapse
▪️ Airline jet fuel ...
🛢⛽️ Global oil inventories are heading toward RECORD LOWS:
Global visible oil inventories have fallen -255 million barrels since the start of the conflict on February 27, to 7,864 million barrels.
Total estimated oil draws, including non-OECD refined products storage, have accelerated to 10.9 million barrels per day in April, the largest monthly draws on record since 2017.
Cumulative estimated draws since the start of the war now stand at 474 million barrels, with Hormuz flows holding at ~10% of normal, or 2.0 million barrels per day.
Meanwhile, even in an optimistic scenario where Strait of Hormuz flows begin recovering by late April, it is unlikely to prevent global visible inventories from reaching all-time lows, according to Goldman Sachs.
As inventories keep falling, physical oil markets are likely to require sharply higher prices for immediate delivery, since buyers cannot wait months for cheaper futures delivery when stocks are running critically low.
Goldman also warns...
