We know what’s coming and we are prepared.
🌕 🇺🇸 🇨🇳 Why is there so much military interest in the moon?
🔶️ A trio of proactive DARPA undertakings looking to advance technologies for use on the moon has been welcomed in some quarters. Back in 2021, DARPA kick-started its Novel Orbital moon Manufacturing, Materials, and Mass Efficient Design (NOM4D) program. Last month, DARPA threw in some "LOGIC" into the mix via the Lunar Operating Guidelines for Infrastructure Consortium, or LOGIC for short. DARPA has also initiated the 10-Year Lunar Architecture (LunA-10) Capability Study to spur the development of an integrated future lunar infrastructure for "peaceful U.S. and international use."
🔶️ Beijing is working to establish a long-term presence in space, "which it seeks to accomplish by first dominating the cislunar domain" - the space between Earth and the moon.
Noted by the Commission is U.S. military belief that cislunar space is an important domain, one that allows the United States to place its national security space assets beyond low-Earth orbit and geosynchronous orbit and to establish infrastructure that will enable long-term presence on the moon and elsewhere.
🔶️ In the 1970's NASA asked the Air Force if they wanted a base on the moon, and they said no, Szymanski told Space.com. "Yet now, I personally know of companies planning on providing cell phone service on the moon and the Air Force Research Lab is developing several programs, such as space surveillance for the far side of the moon. None of this makes sense, unless there is some other not publicly known factor that has changed everyone's attitudes."
🔶️ Szymanski said he theorizes that China will abrogate the 1967 Outer Space Treaty just before landing their first astronauts on the moon.
🔶️ "They will then declare ownership of the entire moon, like the Pope did centuries ago declaring Spain and Portugal owned the entire Western hemisphere. Good luck defending all of that!"
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%."
Source
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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.
• U.S. oil market scrutiny — DOJ/FTC say they’re monitoring crude for price-fixing/collusion as Brent settles at $72.12/bbl.
• Trump pardons saga — Trump signs pardons for six and faces fresh scrutiny after NBC reported undisclosed stock purchases before tariff pause.
⛽ Oil & Energy
• Gulf crude exports topped 10M bpd in June but remain ~40% below pre-conflict levels; Fitch flags ongoing Iran/Mideast risk to corporates and oil forecasts.
• CMA CGM warns Hormuz transit charges would be “devastating”; Airbus says defense cooperation remains pressured.
📊 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 ...
