We know what’s coming and we are prepared.
⚡100 days of Israel-Palestine war, Gaza has become Stalingrad for the Israeli army.⚡
Exactly 100 days have passed since Israel launched a massive bombing campaign not seen since World War II, and later a ground offensive.
65,000 tons of explosives have been dropped on Gaza so far. That is equivalent to more than 4 nuclear bombs that were dropped on Hiroshima. Israel managed to massacre over 26,000 civilian victims, of which over 12,000 were children, a war crime unremembered since World War II.
Despite these bombings, Hamas, which has a vast network of underground tunnels, suffered minimal damage. Therefore, with about 100,000 redeployed soldiers, the Israeli army launched a ground offensive in Gaza. Estimates by Israeli analysts were that before the start of the war, Hamas had about 35,000 active personnel, but judging by the fact of the great carnage that the IDF carried out in Gaza, it is possible that that number suddenly grew much higher.
Since the start of the fighting, Hamas has released hundreds of videos showing it destroying Israeli military equipment, causing huge losses to the Israeli military.
Despite the military superiority of the Israeli military, the Hamas tunnels have made Gaza to the Israelis what Stalingrad was to the Germans. Hamas fighters are emerging from tunnels all over Gaza and are easily destroying vast amounts of Israeli military technology.
After 100 days of fighting, Israel, with a huge number of casualties, managed to capture a part of Gaza, especially in the north, but it still does not have stable control over those places, and fighting is still going on on all sides, and mainly Hamas is fighting without a problem and will fight for a long time.
In the last week, part of the Israeli army withdrew from Gaza and headed to the north of the country, where Hezbollah is constantly bombing military bases and posts in the north of the country.
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🇺🇸 #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...
