We know what’s coming and we are prepared.
↖️ 🇺🇸 🇨🇳 US Army Massively Revs Up Pacific War Preparations - Could the US Army Save Taiwan?
What about the US Army and Land Power in the Pacific?
🔶️ From a strategic and tactical perspective, there are many ways the Army could support, enable and sustain a networked, multi-domain combat force in the Pacific. There is clearly the possibility of force reinforcement, as US Army Black Hawk helicopters and even land artillery weapons have operated from US Navy ships in joint exercises. This kind of weapons application could greatly improve land-attack options in coastal and island areas and also extend deployment reach for reconnaissance, anti-submarine warfare and troop transport in potential “island hopping” warfare scenarios.
Land Army in Pacific to rescue Taiwan
🔶️ “Going all the way back to World War II, tanks have been an important part of the Combined Arms force out here (the Pacific)..... a number of nations in the region have tanks, they have armored divisions. The Philippine Army is a good example……Australia just purchased M-1 tanks. And we trained with the Australian Army in Talisman Sabre with their newly arrived M-1s,” Flynn said.
🔶️ Land-armies of course operate as a deterrent in the Pacific, and although the US and its allies are unlikely to attack mainland China, there certainly are some potentially serious warfare scenarios wherein armored ground units might need to attack or occupy large land areas.
🔶️ A perhaps lesser recognized advantage of having more Army assets, platforms and weapons in the Pacific would likely pertain to “air defense,” something which is now almost entirely “joint” when it comes to the Army’s contribution. The Army’s Integrated Battle Command System (IBCS), for example, has demonstrated an ability to construct an otherwise disparate set of integrated radar and missile defense “nodes” across vast distances. Perhaps of greatest significance, IBCS can network Patriot missiles with Sentinel Radar and other land-based missile defense assets with a common software backbone designed to enable data transmission, networking and collaborative or multi-domain target tracking.
🔶️ Flynn explained that forward, multi-national and multi-domain forces refining concepts of operation with US Navy, Air Force and Space units in the Pacific form the essence of strategic deterrence. Flynn described this as creating “operational endurance for the joint force so we can deter war … because the aim out here is no war.”
🇺🇸 #Oklahoma high school principal (Kirk Moore) seen charging at and disarming a school shooter.
The suspect, identified as 20-year-old Victor Hawkins, was a former student who said he wanted to shoot up the school “like the Columbine shooters did.” While taking down the shooter, Moore was shot in the leg. He is expected to recover.
When the Principal woke up that day, he never thought he would be tackling a gunman.
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🇨🇳🛢 How much strategic oil does the world actually have in reserve?
Global strategic crude oil inventories stood at ~2.5 BILLION barrels as of December 2025, according to the US Energy Information Administration.
China holds by far the largest stockpile at 1,397 million barrels, more than 3 times the US Strategic Petroleum Reserve of 413 million barrels, which itself sits at only 58% of its full storage capacity of 714 million barrels.
China added an average of 1.1 million barrels per day to its strategic inventories throughout 2025, with preliminary data suggesting it continued building stockpiles in early 2026 ahead of the Iran War.
Japan holds the 3rd-largest reserve at 263 million barrels, followed by OECD European countries at 179 million barrels.
Meanwhile, the US is releasing 172 million barrels from its Strategic Petroleum Reserve to suppress oil prices, part of a broader 400 million barrel coordinated release agreed by 32 IEA member nations in March.
🔗 ...
🛢 JP Morgan Warns Oil Market Out of Balance, Prices Must Rise
🔸The closure of the Strait of Hormuz, through which roughly 20% of the world’s oil flows, has removed 13.7 million barrels per day from global supply in April alone. A JP Morgan research note warns the market has no good way to replace it.
🔸Normally, spare production capacity in Saudi Arabia and the UAE acts as the market’s shock absorber. But that buffer has effectively been removed, eliminating the system’s first line of defense.
🔸With spare capacity unavailable, markets turned to inventories
➤ Global stockpiles are now being drained at ~7.1 mbd in April, an extraordinary pace, according to the note.
🔸Meanwhile, demand is collapsing because supply simply isn’t reaching users — “forced demand destruction.”The hardest hit sectors include:
▪️ Petrochemical plants across Asia are shutting down or slashing output as LPG, ethane, and naphtha flows from the Gulf collapse
▪️ Airline jet fuel ...
🛢⛽️ Global oil inventories are heading toward RECORD LOWS:
Global visible oil inventories have fallen -255 million barrels since the start of the conflict on February 27, to 7,864 million barrels.
Total estimated oil draws, including non-OECD refined products storage, have accelerated to 10.9 million barrels per day in April, the largest monthly draws on record since 2017.
Cumulative estimated draws since the start of the war now stand at 474 million barrels, with Hormuz flows holding at ~10% of normal, or 2.0 million barrels per day.
Meanwhile, even in an optimistic scenario where Strait of Hormuz flows begin recovering by late April, it is unlikely to prevent global visible inventories from reaching all-time lows, according to Goldman Sachs.
As inventories keep falling, physical oil markets are likely to require sharply higher prices for immediate delivery, since buyers cannot wait months for cheaper futures delivery when stocks are running critically low.
Goldman also warns...
