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Rybar

🇮🇱❌🇵🇸 — 🇷🇺 Russian channel Rybar on Telegram:

❗️🇮🇱🇵🇸 About the main attack vectors of the Israeli Defense Forces ground forces as of 00.00 October 28, 2023

After conducting large-scale artillery and air preparations throughout the Gaza Strip, the Israel Defense Forces began active operations with ground forces.

▪️Although the Israelis say that no ground operation has yet been carried out, judging by the attack vectors, we are now talking about, at a minimum, a large-scale multiple raid from the northern, eastern and southern directions.

▪️According to statements by Palestinian groups, IDF tank units are trying to break through the perimeter of the Gaza Strip in the area of ​​Beit Hanoun, Breij and Khan Yunis.

▪️In addition, rumors appeared about the participation of mixed special forces and landing groups from the IDF and the US Armed Forces. There was no news confirming the participation of American special forces in the operation by the Israelis or Americans. Messages are broadcast only by Palestinian sources, who, among other things, reported on the capture of several dozen paratroopers and special forces in the previous days (which, however, also did not receive confirmation).

🔻In general, such actions by the IDF can be called a sort of prologue to a full-fledged ground operation and, apparently, large-scale reconnaissance in force.

Based on the results of this raid, a decision will be made either to expand it to a ground operation, or to consolidate a certain status quo regarding the scale of military operations.

In addition, both the Israeli and American leadership will record the reaction of the pro-Iranian formations, which will have to raise the stakes and respond in some way, for example, with more intense shelling of American targets in Syria (there are already attacks on the Golan) and Iraq, and the launching of missiles from Yemen in Israel (already arrived in Eilat) and activation on the northern border with Lebanon.

❗️In many ways, the coming night will be decisive in the nature of combat operations in the Israeli-Palestinian conflict zone.

High resolution map"

#digest #map #Israel #Palestine

🔗 Source:

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Two months after the U.S. and Israel bombed Iran on February 28, the Strait of Hormuz remains closed for most tanker traffic, forcing more than 10 million barrels per day (bpd) of crude output shut-ins across the Middle Eastern oil producers.

The two-month-long closure of the Strait of Hormuz is longer than analysts had expected at the start of the war. Most assumed back then that the Strait would open by April and producers could restart shut-in wells in May.

Even if the Strait of Hormuz opened to free tanker traffic today, oil supply from the Middle East will take months to start flowing again and reach consumers in Asia, who were the first to feel the supply shock.

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The restart of thousands of oil wells across the Middle East would be a big challenge. Some countries would need weeks, but others – like Iraq – many months to bring ...

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🍚 War on Iran & El Niño threaten world rice production

Global rice supply is expected to decline this year as farmers across Asia reduce planting areas due to fertilizer shortages and higher fuel costs linked to the US-Israeli war on Iran, while an emerging El Niño weather pattern is also likely to further limit production of the world’s most widely consumed staple.

The impact of the war in West Asia is being felt by farmers in major exporting countries such as Thailand and Vietnam, as well as in import-dependent nations like the Philippines and Indonesia, according to growers and traders. Disruptions to fuel and fertilizer shipments through the Strait of Hormuz, a key global shipping chokepoint linking the Gulf to international markets, have contributed to the strain.

Smallholder farmers in Southeast Asia are also facing added pressure as El Niño is expected to bring hotter and drier conditions in the second half of the year.

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Oil prices almost always trade to extremes. Right before it does, it always gets “obvious” from a fundamental setup standpoint.

I remember a great conversation I had with Nelson Wu of Open Square Capital about the oil market being analogous to toilet paper. You don’t realize how badly you need it until you run out of it.

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