Source: Transition Protocol youtube
Description:
Trump blamed Ukraine for America’s record diesel prices. Former CIA analyst Larry Johnson runs the numbers — and says the real cause is the Gulf, $11–12 diesel is possible in California, and relief is at least two months away even if the war ended tonight.
Recorded from Moscow on 21 September 2026, on the eve of UN General Assembly week. Johnson and host Zulfiqar Ali cover why Russia’s lost diesel exports can’t explain the spike, what the Houthi attacks on Yanbu and control of Bab al-Mandab have done to supply, why Saudi Arabia may be forced to sell US Treasuries, why Trump has so far refused to strike Yemen on Riyadh’s behalf, what our own sources say about Yemen’s next six weeks, and why Johnson expects Trump to meet Xi on Thursday from a weak position.
Sourcing note: forecasts and analysis are Larry Johnson’s. Items marked “our sources” are Transition Protocol’s own reporting and are not independently confirmed. Trump’s remarks on Ukraine and diesel: 13 September 2026. US diesel prices: AAA.
Transition Protocol is independent, audience-funded geopolitical analysis.