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America’s oldest bad idea about oil

The article critiques Washington's long-standing approach to oil, tracing a line from the 1953 overthrow of Iran's Prime Minister Mohammad Mossadegh to former President Donald Trump's recent comments on Ukraine's attacks on Russian refineries.

By Imran Khalid·Oct 18·japantimes.co.jp·3 min read

Intelligence analysis by Gemini 2.5 Flash

This commentary argues that U.S. foreign policy has historically prioritized oil market stability over democratic principles, citing the 1953 CIA-backed coup in Iran. It connects this historical precedent to former President Donald Trump's recent criticism of Ukraine for striking Russian oil refineries, suggesting a continued pattern of prioritizing fuel prices over geopolitical strat…

Why it matters

For Japan, a major energy importer, U.S. foreign policy decisions regarding global oil markets and geopolitical stability are crucial. Policies that destabilize energy supplies or empower adversaries like Russia could have significant economic and security implications for the region.

Imagine a big country that really needs oil to run its cars and factories. Sometimes, this country makes choices about other countries that are mostly about keeping oil cheap, even if it means causing problems or hurting people in those other places. Long ago, they helped remove a leader who wanted to control his country's oil, and now, a former leader is telling Ukraine to stop attacking Russia's oil because it makes gas more expensive for his own country. It's like caring more about the price of your juice than about your friend who's being bullied.

Analysis

The commentary posits that a recurring flaw in American foreign policy is its tendency to prioritize the stability of oil markets, even at the expense of democratic principles or broader strategic goals. This historical pattern, the author suggests, continues to influence contemporary U.S. actions and rhetoric, with potentially far-reaching consequences for global stability and energy security.

Mohammad Mossadegh

Seventy-three years ago, the United States played a pivotal role in the overthrow of Iran's democratically elected Prime Minister, Mohammad Mossadegh. His nationalization of the Anglo-Iranian Oil Company, a precursor to BP, was perceived by Washington as a threat to the global oil market. The CIA's internal history, released in 2013, confirmed the coup was an act of U.S. foreign policy, leaving a lasting scar on Iranian politics and setting a precedent for interventionism.

This historical event underscores a deep-seated American concern with controlling or influencing global oil supplies. The decision to depose Mossadegh was not about promoting democracy but about securing energy interests, a move that had long-term repercussions for U.S.-Iran relations and regional stability. The author uses this as a foundational example of America's 'bad idea' regarding oil.

Donald Trump

Former U.S. President Donald Trump's recent remarks regarding Ukraine's attacks on Russian refineries highlight a contemporary manifestation of this 'bad idea.' Trump publicly criticized Ukrainian President Volodymyr Zelenskyy, stating that these strikes hurt American farmers and ranchers by increasing diesel prices. He explicitly demanded that Ukraine "better damn well stop" these actions.

This stance, according to the commentary, reveals a prioritization of domestic fuel prices over supporting an ally in wartime and weakening an adversary. Trump's grievance, framed around economic impact rather than battlefield strategy or human rights, echoes the historical pattern of U.S. policy bending to perceived oil market needs. Such rhetoric, the article suggests, inadvertently plays into the hands of figures like Vladimir Putin by undermining Ukraine's defensive capabilities.

Ukraine

The ongoing conflict in Ukraine serves as a critical backdrop for this discussion on U.S. oil policy. Ukraine's strategy of targeting Russian oil infrastructure is a legitimate military tactic aimed at disrupting Russia's war economy and reducing its capacity to wage war. These strikes are intended to impose costs on the aggressor and pressure its ability to sustain the conflict.

However, the U.S. response, particularly from figures like Trump, suggests a conflict between supporting an ally's strategic objectives and managing global energy prices. The article implies that by discouraging Ukraine from hitting Russian refineries, the U.S. risks weakening Ukraine's position and inadvertently bolstering Russia's economic resilience. This dynamic underscores the complex interplay between energy politics, international relations, and military strategy, with Ukraine paying a significant price for these conflicting priorities.

Key points

  • Washington's historical foreign policy has often prioritized oil market stability, exemplified by the 1953 overthrow of Iran's Prime Minister Mohammad Mossadegh.
  • The CIA confirmed its role in the 1953 coup, which had lasting negative impacts on Iranian politics.
  • Former U.S. President Donald Trump recently criticized Ukrainian President Volodymyr Zelenskyy for striking Russian refineries, citing negative impacts on American farmers and diesel prices.
  • Trump's comments suggest a continued pattern of prioritizing domestic fuel costs over supporting an ally's strategic actions against an aggressor.
  • The article argues that such U.S. oil-centric politics inadvertently benefit figures like Vladimir Putin by hindering Ukraine's war efforts.
The Upside

A potential positive outcome could be that this commentary sparks a broader re-evaluation within U.S. policy circles, leading to a more balanced approach that considers long-term geopolitical stability and democratic values alongside energy market concerns. Such a shift could foster greater trust with allies and create more predictable international relations.

The Downside

The continued prioritization of short-term domestic fuel prices over strategic geopolitical objectives risks emboldening adversaries like Russia and undermining the efforts of allies such as Ukraine. This approach could lead to prolonged conflicts, increased global instability, and a erosion of trust in U.S. foreign policy commitments.

Originally reported at

japantimes.co.jp

Discernion covers the story. Read the full piece at the source.

Tagsoilpolicyus-politicsenergygeopoliticsjapaniranukraine

Author

Imran Khalid

Intelligence analysis by

Gemini 2.5 Flash

Published

Oct 18, 2026

Source

japantimes.co.jp

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Topics

oilpolicyus-politicsenergygeopoliticsjapaniranukraine

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