We know what’s coming and we are prepared.
Oil and Water
Rabobank Global Strategist Michael Every began a Tuesday note aptly named "Oil and Water" by acknowledging the value of "oil and water (routes)" in an inflationary, multipolar world: "Especially as Yemen’s Houthis have attacked ships carrying cargo via the Red Sea or Arabian Gulf. Welcome to how the world used to work before British, then US, naval supremacy. This is what a multipolar world is going to look like..."
Michael Every laments that it’s only reactive to attacks on shipping, not proactive at the source: "That maintains the risk for more shipping to divert from Suez round the Cape of Good Hope: if so, global carriers would only be able to make 3-4 Asia-Europe roundtrips per year, not 4-5, a massive structural drop in supply capacity. The Financial Times warns , including the drought in Panama cutting passages there and geopolitical risk threatening the Suez."
The Rabobank report appropriately followed an article out of the FT titled ‘Global pre-Christmas trade at risk from twin canal crises’, which warned of a synergistic supply shock from both the Panama drought and, of course, ongoing geopolitical risks near the Suez.
The FT notes that "Switching routes from Panama to Suez adds five days to journeys between New York and Shanghai... If more shipowners avoid the Suez Canal and take the long route around Africa’s Cape of Good Hope for journeys between the same cities, this could add an additional six days to their journey."
At least 167 ships crossed the canal during the first week of December this year, compared with 238 last year. Authorities have for the first time reduced the number of crossings, which by February will be limited to only 18 ships a day.
Multiple shipowners have already applied surcharges of hundreds of dollars per container for exporters sending goods through Panama, as the cost of using the canal increased by up to millions of dollars per ship passage. Hapag-Lloyd announced an upcoming “war risk surcharge” of up to $80 for all shipments to and from Israel.
🇮🇷❌👑👑❗️ — Videos coming out of Iran, after the Internet ban, share some of the most gruesome and terrific images so far in this protest season
At least 10 protesters in Fardis, Karaj area of Alborz province of Iran, West of Tehran, were reportedly killed by Islamic Revolutionary Guard Corps (IRGC) Troops under orders of the Islamic Republic Regime in Iran.
According to reports from netizens via Musk's Starlink, dozens of other deaths are being reported as having occurred in other locations on Iranian soil.
In one of the videos, it's possible hear in Persian/Farsi:
"Right in front of Fardis Police Station No. 11, a Toyota was pulled up and sprayed with gunfire.
People were mowed down with heavy weapons, machine-gun fire, indiscriminately."
🇻🇪 Call of Duty: Ghosts, PC Game, was released 12 years ago when Venzuela Maduro started his Presidency.
🇺🇸 In the game, US Military raid Venezuela at night and capture the Venezuelan Dictator.
In the game, it says this Event happens in the Year 2026.
- We are living in a Matrix
- We are in a Simulation
- There is a Script
- Remember the Charlie Kirk movie, Snake Eyes, which foretold his Death
🇬🇧 The Prevent video game that treats every teenager like a far-Right extremist
Youngsters threatened with referral to anti-terror programme if they question migration while playing
A state-funded computer game is warning teenagers that they risk being referred to a counter-terrorism programme if they question mass migration.
Pathways is an interactive game designed for 11- to 18-year-old pupils and funded by Prevent, a Home Office programme for tackling extremism.
Young players are directed to help their in-game characters – a white teenage boy and girl – to avoid being reported for “extreme Right-wing ideology” after discussing migration online.
Characters can face extremism referrals if they choose to engage with groups that spread “harmful ideological messages”, or join protests against the “erosion of British values”. Even researching online immigration statistics is portrayed negatively.
Other in-game pitfalls include sharing a video that claims Muslim men,...
IT KEEPS GETTING WORSE: A BURIED CIA VIDEO JUST SURFACED… AND ERIKA KIRK IS IN IT
https://x.com/hustlebitch_/status/2009688114923745442?s=46
A 10-year-old documentary about EMP attacks and U.S. power grid vulnerability has quietly surfaced - and buried inside it is Erika Kirk.
She’s not observing.
She’s not a host.
She’s in a role most civilians never get near, briefing national security professionals alongside a former CIA National Security & Energy Specialist on how an EMP or coordinated physical attack could collapse the U.S. power grid.
This isn’t casual footage.
It’s technical.
It’s inside-baseball.
And it’s the exact kind of material most people never get near, let alone present.
Which raises some very uncomfortable questions:
Why was she in that role?
What qualified her to brief on national security threats?
Who brought her into that room, and why is none of it explained?
Back then, this clip passed quietly. Today, with everything surrounding her, it ...
