We know what’s coming and we are prepared.
What are Israel's plans for Gaza? - Analysis
Israel will start a new tactic in the fight with Hamas, that is, a war of exhaustion of the enemy's resources. A war that will last for years.
After Israel realized that it was failing and that it could not defeat Hamas in a guerilla fight without losing half its army, the Israeli leadership made drastic changes in its plans to defeat Hamas.
A month ago the IDF began withdrawing from northern Gaza despite the fact that Hamas had not yet been defeated and heavy fighting was still taking place. After a few weeks, Hamas again began to take back under its control the territories that the Israeli army had abandoned.
The IDF's announced plan to seize to capture Khan Yunis also appears to have failed, after Israeli media reported today that the IDF is beginning to withdraw its battalions from there as well.
While the fighting has been going on for the past few months, Israel has destroyed over 1100 buildings that were located within a 1km perimeter next to the Gaza fence. Israeli officials have confirmed that Israel wants to create a 1km safety zone from the fence inside Gaza.
Then the Israeli army will gradually withdraw from Gaza, and begin to keep it completely under siege, in poverty, without food, water, medicine, forcing the population to turn against Hamas and begin to surrender their positions, while Israel will resume continuous bombing and targeting of Gaza that will last for years.
This would allow Israel to drastically reduce the portion of its army holding the siege of Gaza, while the bulk would be sent north to fight Hezbollah.
Hamas, due to lack of military equipment and technology, will not be able to cross that 1 km open zone without being detected and will be practically unable to wage war, except to sit and wait inside Gaza.
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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...
