We know what’s coming and we are prepared.
Israel Knew Hamas’s Attack Plan More Than a Year Ago, NYT reports.
Israeli officials obtained Hamas’s battle plan for the Oct. 7 terrorist attack more than a year before it happened, documents, emails and interviews show.
But Israeli military and intelligence officials dismissed the plan as aspirational, considering it too difficult for Hamas to carry out.
The approximately 40-page document, which the Israeli authorities code-named “Jericho Wall,” outlined, point by point, exactly the kind of devastating invasion that led to the deaths of about 1,200 people.
The translated document, which was reviewed by The New York Times, did not set a date for the attack, but described a methodical assault designed to overwhelm the fortifications around the Gaza Strip, take over Israeli cities and storm key military bases, including a division headquarters.
Hamas followed the blueprint with shocking precision. The document called for a barrage of rockets at the outset of the attack, drones to knock out the security cameras and automated machine guns along the border, and gunmen to pour into Israel en masse in paragliders, on motorcycles and on foot — all of which happened on Oct. 7.
The plan also included details about the location and size of Israeli military forces, communication hubs and other sensitive information, raising questions about how Hamas gathered its intelligence and whether there were leaks inside the Israeli security establishment.
Officials would not say how they obtained the Jericho Wall document, but it was among several versions of attack plans collected over the years.
The Jericho Wall document, named for the ancient fortifications in the modern-day West Bank, was even more explicit. It detailed rocket attacks to distract Israeli soldiers and send them hurrying into bunkers, and drones to disable the elaborate security measures along the border fence separating Israel and Gaza.
🇺🇸 #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...
