Trump announces a blockade of sanctioned Venezuelan oil

The presidents social media posts upend the stated policy yet again.

In today’s newsletter, only for paying subscribers:

1. Is this about drugs, oil, or regime change?

2. … if it’s about oil, then….

3. Presidential tweet about the blockade means it’s totally about oil, even if it’s not

4. The roles of Chevron and Venezuelan oil traders

5. Odds and ends

6. Thanks

Thanks to everyone who pays to subscribe to this newsletter. I am pushing for more s…