We know what’s coming and we are prepared.
🇧🇷🚩🇮🇱☄️ — DIPLOMATIC CRISIS: The Israeli Ambassador to Brazil, Daniel Zonshine, said that Hezbollah planned an attack on Jewish entities on Brazilian soil due to having supporters in the country; Brazil's federal police deny the accusations and accuse the ambassador of causing trouble
‼️ "The Hezbollah's interest anywhere in the world is to kill Jews. If they chose Brazil, it's because there are people who help them," said Zonshine, citing the Triple Frontier (between Brazil, Argentina, and Paraguay) as a region where there are supporters of the Lebanese group.
⌛️ The ambassador recalled the attack on the AMIA (Argentine Israelite Mutual Association) in Buenos Aires, which killed 85 people in 1994. In 2006, the Argentine Prosecutor's Office formally accused the Iranian regime and Hezbollah of the attack. "Hezbollah was going to do in Brazil what it did in Argentina. The group is funded by Iran and drug trafficking, mainly," said Zonshine.
⚠️ However, the Director-General of the Federal Police (PF), Andrei Passos Rodrigues, said that the statements made by the Israeli Ambassador to Brazil, Daniel Zonshine, caused "discomfort" in the institution.
"It was a negative surprise since there are historical relations between Brazil and Israel. I completely repudiate it. (...) It causes discomfort the way a technical job [of the PF] is being exploited, which has only the Constitution of Brazil and Brazilian laws as benchmarks."
Speaking at the WEF, Savor CEO Kathleen Alexander boasts about how her company is "saving the planet" from the evils of agriculture by replacing real butters and oils with synthetic versions made from carbon dioxide and methane. 😳
"Savor is part of bringing transformation to the food system by re-imagining how we make an entire macronutrient—fats and oils."
"The result is that we can dramatically lower the planetary footprint of our food system."
"Our food system today uses about 50% of the habitable land on the planet. It's 20-30% of our greenhouse gas emissions."
"And we can reduce all of those by 50-100%."
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• Middle East risk flares — IDF hits Hezbollah sites in south Lebanon; Houthis threaten Saudi assets; France deploys naval/mine-countermeasure assets near Hormuz.
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⛽ Oil & Energy
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📊 Markets & Macro
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🇮🇷🏆🇺🇸 Iran Is a Bigger Defeat Than Vietnam | Foreign Policy
At his second inaugural, U.S. President Donald Trump pronounced his hope “that our recent presidential election will be remembered as the greatest and most consequential election in the history of our country.” By losing his Gulf war, Trump has achieved that goal. His choice to launch a campaign against Iran was encouraged by others, but fully his own. It has led to a reversal that marks a strategic calamity far greater than the U.S. defeat in the Vietnam War.
Defeat in the Iranian war looks, on the surface, nothing like other U.S. military defeats. The speed of the war and its remoteness have lent an air of unreality to the whole endeavor. The White House has not been burned, as it was in 1814; there have not been protests against a nonexistent draft. The absence of substantial U.S. casualties in this conflict also masks the scale of the U.S. defeat. To be sure, the war has been deadly: Thousands of Iranians, ...
According to The Wall Street Journal, Donald Trump reviewed military options for a full-scale war against Iran to “finish the job,” but has decided, for now, not to move forward.
The report says Trump is concerned that renewed military conflict could hurt the chances of a diplomatic resolution and of dismantling Iran’s nuclear program, and that he’s shown willingness to let indirect talks in Qatar run past the August 18 deadline. He is said to be fine with continuing limited strikes on Iranian targets if Tehran violates the current temporary deal - as it already has, repeatedly.
How are those negotiations going?
Not well. It seems JD Vance’s “historic” face-to-face achievement was a one-off. Washington has been quietly downgraded from talking to the Great Satan to negotiating with the Little Satan instead - a senior Qatari official confirmed that U.S. envoys Steve Witkoff and Jared Kushner met Qatari officials in Doha, but there are currently no high-level U.S.-Iran meetings ...
