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November 23, 2023
Long List

⚡️Details regarding the operations today according to Hezb-Allah:

  • Eastern sector:

1- At 11:00, a house in which Israeli soldiers were stationed in Al-Manara settlement was targeted with two guided missiles, and it was directly hit.
2- At 11:05, a gathering of Israeli soldiers was targeted in Harsh Ramim with appropriate weapons, causing direct casualties.
3- At 12:45, positions of Israeli soldiers in the vicinity of the Al-Marj site were targeted with appropriate weapons and direct hits were achieved.
4- At 13:50, the Ruwaisat Al-Alam site in the occupied Lebanese Shebaa Farms was targeted with appropriate weapons and direct hits were achieved.
5- At 14:50, four soldiers in an Israeli force were targeted after careful monitoring of their entry into a house in the Al-Manara colony with focused and special guided missiles, which led to the killing of all of them and the destruction of the house above their heads.
6- At 16:35, targeting the assembly and deployment points of Israeli soldiers in the vicinity of the Reservoir Hill site near the Yiftah Barracks (the occupied Lebanese village of Quds) with appropriate weapons and causing direct hits.

  • Western sector:

1- At 8:30, an infantry gathering of Israeli soldiers was targeted at the Al-Dhahira site with appropriate weapons, causing direct casualties.
2- At 8:30, an infantry gathering of Israeli soldiers at the Jal al-Alam site was targeted with appropriate weapons and direct hits were achieved.
3- At 8:30, the Birkat Risha site was targeted with appropriate weapons, causing direct hits.
4- At 9:00, a deployment of Israeli infantry soldiers in the vicinity of the Sa’sa’ settlement was targeted with appropriate weapons, causing direct hits.
5- At 9:15, a Merkava tank was targeted after it was monitored and its position was revealed among the trees in the monk’s position with a guided missile, and it was directly hit. The infantry force that came to the tank’s location was targeted with guided weapons, and its members were killed or wounded.
6- At 9:30, the Khirbet Maar site and its positions were targeted with missile weapons, and it was directly hit.
7- At 10:15, the Ein Zeitim base near the city of Safed (headquarters of the 3rd Infantry Brigade of the 91st Division) was targeted with forty-eight (48) Katyusha missiles, causing a direct hit.
8- At 11:00, a gathering of Israeli soldiers in the vicinity of the Al-Raheb site and Tal Shaar was targeted with appropriate weapons, causing direct casualties.
9- At 13:55, the Ramya site was targeted with appropriate weapons and direct hits were achieved.
10- At 14:27, the Jal al-Alam site was targeted with appropriate weapons and direct hits were achieved.
11- At 14:50, soldiers’ positions in the vicinity of the Hadab Al-Bustan site were targeted with appropriate weapons, causing direct hits.
12- At 15:25, soldiers’ positions in the vicinity of the Birkat Risha site were targeted with appropriate weapons, causing direct hits.
13- At 15:30, targeting the assembly and deployment points of Israeli soldiers in the vicinity of the Raheb site with appropriate weapons, causing direct hits.
14- At 15:35, the assembly and deployment points of Israeli soldiers in the vicinity of Zarit Barracks were targeted with a Burkan missile, causing direct hits.
15- At 15:35, targeting the assembly and deployment points of Israeli soldiers in the vicinity of the Hadab Al-Bustan and Birkat Risha sites with appropriate weapons, achieving direct hits.
16- At 16:45, the Al-Malikiyah site was targeted while Israeli soldiers were moving inside it with appropriate weapons, causing direct hits.

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🇺🇸 #Oklahoma high school principal (Kirk Moore) seen charging at and disarming a school shooter.

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Oilprice.com

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.

The longer the chokepoint remains off limits to most tanker traffic, the worse the scars would be on global supply and economic growth.

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.

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🛢 “Why aren’t oil prices higher?” “How can the oil market be so complacent?”

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.

Oil prices trade on the margin. As long as there are onshore inventories to draw from, traders don’t panic. It’s when you run low on onshore inventories that panic starts to set in.

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