🪖 🇮🇱 🇮🇱 "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"
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
• Germany’s 2027 draft budget lifts borrowing to €203.7B and spending to €555.4B; euro equities firm with DAX +0.85%.
• ECB/BoE message: inflation still the focus, but Bailey says UK ...
🇮🇷🏆🇺🇸 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 ...