#779: SPR Releases Fix Nothing with Anas Alhajji

What you'll learn

• 1 (01:47) **Iran's Regime is Not a Monolith** - Alhajji explains the critical internal division between IRGC extremists who profit from sanctions and negotiators who want peace.
• 2 (06:43) **The War is About Global Energy Dominance, Not Just Iran's Nukes** - Alhajji reframes the conflict as part of a larger US strategy to control global energy routes and displace rivals.
• 3 (13:05) **The SPR Releases: Biden's Smartest Move, Trump's Misguided One** - Alhajji contrasts the two administrations' use of the Strategic Petroleum Reserve, arguing the market's real crisis was in products, not crude.
• 4 (16:59) **The Diesel Crisis: How Lost Refineries and Hoarding Broke the Market** - Alhajji traces the chain reaction from blocked Gulf refineries to global panic and diverted shipments.
• 5 (21:09) **The Four Seas Crisis and the Kazakhstan Blackout** - Alhajji identifies four simultaneous maritime choke points and a massive, ignored supply loss from Kazakhstan.
• 6 (25:15) **The "Obsession Crisis": How Oil Bulls Fooled Themselves** - Alhajji warns that investors' emotional attachment to a $150 oil narrative made them vulnerable to misinformation.
• 7 (28:21) **The Physical Constraint: Saudi Arabia's Impossible Shipping Puzzle** - Alhajji explains why even the most creative logistical workaround cannot solve the fundamental shipping shortage.

+ Full timestamped outline available in the app