Editor @wef, alum @wsj and @ucbsoj.

Joined June 2009
524 Photos and videos
John Letzing retweeted
When Trump pulled out of the international nuclear agreement with Tehran in 2018, Iran lacked even a single bomb's worth of uranium. Since then, it accumulated 22,000 pounds of enriched uranium. @BlackiLi @WilliamJBroad nytimes.com/interactive/2026…
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John Letzing retweeted
The UAE exploring a swap line with the US should give us pause that the consequences of the Iran conflict are far greater than what we see priced in markets. Such explorations do not arise lightly, even behind closed doors.
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John Letzing retweeted
And 50 days later, we’re back to no-fighting, no-peace, but also no-oil.
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John Letzing retweeted
Whoever ends up controlling the Strait of Hormuz once the guns fall silent will be the winner of the war. So far, it looks like Iran is on a path to strategic victory. My analysis (from the shores of the strait) in @WSJ wsj.com/world/middle-east/co…
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John Letzing retweeted
Bloomberg: Trump administration officials are examining what a potential spike in oil prices as high as $200 a barrel would mean for the economy, according to people familiar with the matter, a sign senior officials are studying the possible fallout from extreme scenarios for the Iran war. bloomberg.com/news/articles/… @hlowenkron @SalehaMohsin @EMPosts
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John Letzing retweeted
Mar 11
Yale Budget Lab Exec. Dir. @marthagimbel on the shrinking appeal of U.S. debt: "We are currently the boyfriend at the beginning of the Hallmark movie in the big city, where the girlfriend is still going out with him even though she knows that it's wrong."
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John Letzing retweeted
One nightmare scenario, in particular for America’s Gulf partners now bearing the brunt of Iranian attacks, is that the U.S. and Israel would stop, then Iran would continue harassing strikes to cow these oil-rich monarchies into submission. The fear is that Tehran will try to pressure them to expel U.S. bases and sever their dependence on an America that failed to protect them. “There are many dangers. A wounded, angry Iran is not the best-case scenario for the Gulf states. While the U.S. has to a large degree castrated Iran in terms of its ability to attack Israel, this gives Iran only one other option: to attack the Gulf states and to weaponize the Strait of Hormuz,” said Dania Thafer, executive director of the Gulf International Forum think tank. “Militarily speaking, the U.S. is on the winning side. But politically speaking, the U.S. and Israel have really gotten nowhere when it comes to Iran.” @Dr_DaniaThafer wsj.com/world/middle-east/en…
President Trump may want to end the war with Iran quickly. But it’s not just up to him — and pulling out without achieving strategic objectives could translate into a historic defeat. My analysis. wsj.com/world/middle-east/en…
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John Letzing retweeted
The Middle East war is creating the largest supply disruption in the history of oil markets As a result, IEA Members have agreed to release 400 million barrels of emergency oil stocks to support market stability More in our latest Oil Market Report ➡️ iea.li/4uI1QID
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John Letzing retweeted
I think this one needs no further explanation.
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John Letzing retweeted
The Chinese foreign minister has been on the phone with his Iranian counterpart. Who buys more Qatari LNG than anyone else? China. Who buys more Persian Gulf oil than anyone else? China. Who buys all -- yes, all -- the Iranian oil? China
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John Letzing retweeted
I’m 62 years old, I live in Tampa, I eat corn and beef everyday, I always have a titleist hat on, and Iran is the biggest threat to my freedom
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John Letzing retweeted
Watched the German and German-led NATO troops march through Lithuania’s city of Kaunas yesterday, in a message of deterrence to Russia. (If push comes to shove, I’d run with the Norwegian unit here.)
An alarming wargame, and real-life concerns. European officials fear that Russia may stage an incursion into NATO and the EU much sooner than the previous readiness deadline of 2029. In one scenario, a Russian force of 15,000 troops was enough to sever the land corridor between the Baltics and the rest of the alliance. wsj.com/world/europe/a-warga…
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John Letzing retweeted
What is happening in the Twin Cities and the Great North Star State is heartbreaking to witness. These events have cost lives and shaken families — and we must call for accountability, transparency, and protections for all people. This moment demands that we reflect honestly on what our values truly are. My thoughts, prayers, and deepest condolences are with the families of Renée Good and Alex Pretti. I stand with the people of Minnesota.
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John Letzing retweeted
64 days in Chicago: The story of Operation Midway Blitz. Our team fanned out to cover the before, during and after of the federal government’s months-long raid on an American city. This is worth your time to understand the United States today chicagotribune.com/2025/12/2…
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John Letzing retweeted
How 🇷🇺Putin and 🇸🇦MBS got Witkoff to take the lead in 🇺🇸American diplomacy on Russia and Ukraine, and how Kellogg was pushed aside after turning down Russia’s pre-inauguration entreaty relayed via Tucker Carlson. With my amazing @WSJ colleagues. wsj.com/world/putin-witkoff-…
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John Letzing retweeted
"I’m sure you’re aware of our connections with the Trump Administration and I’m sure they would be interested in this matter. I would strongly suggest dropping this story." ProPublica obviously didn't drop it. propublica.org/article/paul-…
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John Letzing retweeted
This is a pretty incredible chart. In just ten years, we went from predictions of steadily rising carbon emissions to predictions of steadily falling emissions. Climate change is beatable.
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26 Sep 2025
RT @wef: China and the US are moving in dramatically different directions when it comes to the cost of living. Experts on each economy expl…
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