New Democratic Party 🍁 Nouveau Parti Démocratique

Following this line of reasoning, the US-Israel-Iran conflict has far reaching impact. The US bond market is looking poor. Japan is a huge buyer of US bonds, and due in part to the stress of the energy shortages from the conflict, the Japanese Yen is falling hard. The US intervention to prop up the Yen is a drop in the bucket, and basically exposes the limits of US tools to mitigate the rise of interest the US pays on its debt. The US Strategic Petroleum Reserve is drawn down to impractical levels, potentially permanently damaging the long-term viability of the caverns used to store the oil. When you also consider the US overexposed to AI products to no where, there's a scenario where this all topples upon the Americans in the form of extremely high costs of living.

Seventy million barrels is the strict physical minimum needed at the top of the caverns to keep the extraction pipes safely submerged in oil rather than water, said Siddharth Misra, a petroleum engineering professor at Texas A&M University.

But “the practical operational floor for the crude inventory is between 250 million and 300 million barrels,” Misra said in an email to CNBC. At current inventory levels, “cavern integrity and overall operational capability are at an elevated risk,” he said.

When the inventory drops below 300 million barrels, the SPR loses its ability to pump oil at rapid speeds to address emergencies, Misra said. The system’s pipes and pumps could also get damaged as the oil layer thins at the top and sludge rises toward the extraction intake at the cavern ceiling, he said.

https://www.cnbc.com/2026/08/15/strategic-petroleum-reserve-spr-oil-iran-war-caverns.html

After the 30-year US Treasury yield hit 5.34% on Tuesday – its highest level since 2007, before the global financial crisis – the Treasury Department staged an unusual intervention. On Wednesday, it said it would “at least double” the amount of older, long-dated debt it regularly buys back from investors.

https://www.cnn.com/2026/08/21/economy/bond-market-explainer

In the years past, a trade war with the US would be disastrous. Now, Canada and the so-called Middle Powers may have the stamina to out last the US. None of this bodes well if the US collapses itself on its own weight...but perhaps that much is actually up to the Americans.