Coffee and a Mike

Larry C. Johnson #1331

Mar 13, 2026
Larry C. Johnson, a CIA and State Department counterterrorism veteran, offers sharp analysis on Middle East war dynamics and regional escalation. He dissects Iran’s missile campaign, Israel’s strategic limits, Gulf economic fallout, and how Russia and China factor into the conflict. Short takes on risks of broader regional war, impacts on energy and agriculture, and the political ripple effects at home.
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INSIGHT

Stagflation Risk From Strait Of Hormuz Disruption

  • The Iran conflict is driving global stagflation through disrupted oil and fertilizer supplies.
  • Larry C. Johnson notes the Strait of Hormuz closure and halted Persian Gulf nitrogen production (one-third of world supply) as immediate inflation catalysts.
INSIGHT

Iran Will Push For Sanctions Relief As Peace Price

  • Iran's retaliation strategy aims to prolong conflict until the U.S. offers a credible peace with sanctions relief.
  • Johnson suggests Iran won't accept a quick ceasefire and may demand elimination of sanctions and UN-level guarantees.
ANECDOTE

Farmer Email Shows Rapid Fertilizer And Fuel Spike

  • A friend in Oregon reported fertilizer prices jumped 25% in three days, raising farm input costs dramatically.
  • Johnson read the farmer's email showing 50-pound fertilizer prices rising from $32 to $40 and local fuel up over $1.10 per gallon.
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