For what seems like the 50th time in my long life, the US, with Israel, has attacked another nation, as per usual without an honest debate in Congress and so far with the reported deaths of both Iran’s leader and 80 or so of its schoolgirls. I’m not going to pretend that I understand the workings of President Donald Trump’s brain well enough to gauge the casus belli, but I will note—because again I’ve been around a while—that Iran has the world’s second-largest reserves of natural gas and the third-biggest pool of oil (trailing only Saudi Arabia and, um, Venezuela).

As oil executives helpfully explained to Politico last month, they are generously prepared to be a “stabilizing force” in Iran should the regime fall—indeed, they’d rather do it there than in Venezuela because, as executives explained, “Iran’s oil industry, despite being ravaged by years of US sanctions, is still considered to be structurally sound, unlike that of Venezuela’s”:

Bob McNally, a former national security and energy adviser to former President George W. Bush who now leads the energy and geopolitics consulting firm Rapidan Energy Group, said the prospects for growing Iran’s oil production are “completely different” from Venezuela’s.“You can imagine our industry going back there—we would get a lot more oil, a lot sooner than we will out of Venezuela,” McNally said. “That’s more conventional oil right near infrastructure, and gas as well.”

In the meantime, our attack almost guarantees that the price of oil will jump, also good news for the industry that backed the president’s re-election so fulsomely. As Heatmap’s Matthew Zeitlin reported:

Iran and its neighbors on the Persian Gulf are some of the largest oil and gas producers in the world and the country has long threatened to disrupt oil exports as an act of self-defense or retaliation from attack.That may be already happening. According to data from Bloomberg, some oil tankers are pausing or turning around outside the vital Strait of Hormuz, a narrow, deep channel between Iran and Oman that connects the Persian Gulf to the Arabian Sea and thus to global markets in and bordering the Indian Ocean.

But this kind of analysis is almost too easy, because so much of the geopolitics of the last century has been about the control and the flow of oil.

What’s interesting is the lessons others are taking from it.

Let’s look for a moment at Cuba, which seems like it might well be next on the Trump hit list. The president said Friday that he was looking for a “friendly takeover” of the island nation, and it’s clear that the tool he’s using is energy: After cutting off Venezuelan supplies, he’s also pressured Mexico to stop sending crude to Havana. As a result, he explained, “They have no money. They have no anything right now.”

Which is largely true—things in Havana have grown desperate in the last few weeks as Washington has tightened the screws they’ve been turning for decades. As the Spanish newspaper El Pais put it in a story, the entire nation is on “the verge of darkness” as energy supplies dwindle. It quotes a young anthropologist, José Maria:

He says the blackouts don’t affect him as much as others: His area is “privileged,” close to the water pump that supplies the municipality. He doesn’t have a generator, but he does have a rechargeable fan and a battery for his phone. From his apartment, on some days, he can see entire neighborhoods plunged into darkness.

As it happens, I went to Cuba to do some reporting the last time the country was in such a fix, following the collapse of the Soviet Union and with it Havana’s economic lifeline. In those days the country’s biggest problem was food, and it survived in part with a fairly remarkable turn toward urban agriculture. I was endlessly impressed with the Cubans I met who were learning how to grow the food their neighbors needed, even as I was depressed by the police state they were inhabiting.

Now the overwhelming problem is energy, and it’s here that something else quite profound has been happening: an almost unbelievable surge in the production of solar power. As The Economist reported on Thursday:

Mr Trump is obsessed with oil, but Cuba has been building out an alternative source of energy supply at record pace: solar panels imported from China. According to Chinese export data compiled by Ember, a think tank, in the 12 months to April 2025 Cuba’s imports of Chinese solar panels grew by a factor of 34, faster than anywhere else in the world. The island has gone from having almost no solar power a few years ago to levels which help it cope with Mr Trump’s embargo.The regime’s energy policy is mostly responsible for the boom. In March 2024 the government announced a plan to build two gigawatts of solar power plants by 2028. It depends heavily on China for funding........

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