Secret Plan to Destroy BRICS and Crash China w/ Ryan Perkins

The Strait of Hormuz closure and failed regime-change were foreseeable, so they may have been the actual intended goal of the Iran war, with an 'incompetence' narrative used to mask the plan

He speculates the fertilizer and energy shocks were timed to synchronize around September-October, with oil potentially reaching $150/barrel by year's end if the situation persists

Stated in a clip that 'we're about to enter an energy shock'

The shock targets China's containment, BRICS fracturing, and warning the Global South; India and Brazil are especially exposed via fertilizer, oil, and currency channels

Reported that Brazilian soybean farmers are losing their price advantage over U.S. soybean farmers because of the fertilizer crisis

China's manufacturing sector is highly cost-sensitive, and he speculates the current crisis could last 18 months to two years, longer than the government can bridge with stimulus as it did during COVID

Rising oil prices will pressure the offshore RMB exchange rate, forcing China into a dilemma between defending the currency and supporting its manufacturing sector, which he thinks the US will exploit

China has spent 10-20 years building financial and energy buffers, but defending the RMB peg now would require rate hikes that preclude the fiscal stimulus used during COVID, calling it a 'devious trap'

Speculates that abandoning defense of the offshore RMB peg would be the moment the entire BRICS financial architecture began to crumble

The tariff war was likely a deliberate test of China's retaliation options rather than an impulsive policy

Scott Bessent has a track record of engineering currency crises (Eurodollar-era parallels, the 1992 ERM crisis, Japan in 2012, and Iran in January 2025), and it is reckless to risk Western economic stability to pressure China

The U.S. goal is not to break China outright but to gain enough leverage to force a Plaza-Accord-style agreement, as happened with Japan in 1985

The US cannot reindustrialize while the dollar remains the global reserve currency, and Germany is undergoing an analogous financialization-driven deindustrialization within the eurozone

BRICS payment architecture stalled under Brazilian and Indian presidencies, likely due to US pressure, and India's fertilizer subsidy response is the first visible sign the currency trap is working

Russian officials reportedly told him that Brazil and India feared personal US sanctions if they advanced BRICS payment systems, causing internal acrimony

Putin's Vladivostok speech had little on Ukraine beyond insisting on direct Russia-Ukraine talks, while Indonesia's president pushed for closer trade ties with Russia

Putin's insistence on direct negotiations is a convenient way to defer talks since Ukraine will not agree to them

China reportedly wants to reroute the pipeline away from Mongolia due to distrust of its future stability, based on what he heard at the Vladivostok conference

The pipeline's renaming signals it remains a priority despite Mongolia losing promised transit fees and investment

Widespread Chinese public awareness that the Iran and Ukraine wars are about containing China underpinned the constitutional change extending Xi Jinping's tenure and a shift toward socialist ideological education