🪖 🇮🇱 🇮🇱 "The IDF is preparing for the enormous and complex challenge of manpower management in accordance with needs that have not been the same since the establishment of the state. As has been published here on several occasions, the era of striving for a small, lethal and cheap army is over The regular service and the reduction of the load on the reserve system: the number of casualties and the wounded in the various arenas and the preparation for possible and immediate scenarios, led the IDF to present last night (Wednesday) a comprehensive plan to increase its force orders at all levels
🔶️ Of the 564 casualties whose names have been released so far, 55 percent are reservists. The IDF has treated approximately 13,000 wounded soldiers so far in the war - 2,830 of them were hospitalized, and the rest were released from the hospitals after a short treatment. These figures create a large gap in the number of fighters and it needs to be filled immediately.
🔶️ The army wants to increase the number of troops in the fighting battalions by 120 percent in the coming year, with one of the urgent tasks being to train commanders, to replace those who have fallen. One of the solutions launched is the release of regular soldiers directly into the reserves, while activating Order 8. But the strategic move that will be valid even after 2024 is the extension of regular service to three years among men and women in positions that until now required two years and eight months of service
🔶️ The age of release from reserve service will also increase from 40 to 46 for soldiers, and to 50 for officers. The age of volunteering will be extended to 66. In light of the unprecedented volunteering figures in the war - 50 thousand male and female volunteers - this is a significant addition
🔶️ Another change is in the reserve law. Today, reserve servicemen and women are called for operational employment once every three years. After the change in the law, the dosage will increase for operational employment per year. The three-year model stated that a reservist would do one to two weeks of training a year and 21 days of operational employment the following year and the following year a short training of a few days. In total the average was ten days a year. From now on the number will jump fourfold, and of course also at a higher risk, because the arenas are hotter.
🔶️ In the framework of the discrimination between parts of Israeli society, the issue of reserves is of particular critical importance. In the last four months, hundreds of thousands of people were recruited - 287 thousand during the peak period. No less than 40 thousand women (!) were part of the largest reserve recruitment in the country's history. Each and every one of them shouted "I am here" and then "after me" and together they gave the bleeding country inspiration and spirit. Some jumped without waiting for orders, and many did not agree to hear about returning home before the missions were completed
🔶️ However, the problem is deeper and mainly value in essence. The shortages in the ranks of the regular army, for example, and the lack of news on the issue of equality in the burden, are leading to moves that are already eroding the high motivation for combat service, which appeared - in a big way - from the beginning of the war. Early recruitment of prep school students, for example, while the ultra-orthodox youth are left out of the picture. Now it cannot be claimed that "the army does not need them". He needs them all"
🇺🇸 #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...