We know what’s coming and we are prepared.
💜 📰
– China will lift all restrictions on foreign investment in the manufacturing sector from November 1 – the decision of the State Committee for Development and Reform and the Ministry of Commerce of the People's Republic of China
Blinken will be in Britain from September 9th to 10th. He intends to discuss military cooperation, collective assistance to Ukraine and the situation in the Middle East with the country's authorities – The Guardian
– British Prime Minister Starmer and US President Joe Biden will hold an official meeting in Washington on September 13. The Ukrainian issue, the Red Sea and Gaza will be on the agenda – The Guardian
– The Armed Forces of the Russian Federation took control of the settlement of Novogrodovka – Russian MoD
– Belarus plans to modernize 30 T-72 tanks – Defense Minister Khrenin
– Now, in fact, through Azerbaijan, both countries (Ukraine and Russia) are negotiating the continuation of the transit of Russian gas and the supply of Azerbaijani gas through Russia and Ukraine to Europe – Aliyev
– Germany could initiate diplomatic mediation" with Russia – former Ambassador of Ukraine to Germany Melnyk
– If I don't win the election, Israel is doomed and will disappear in a year or two – Trump
– All terrorist groups in Iraqi Kurdistan have been disarmed – Commander of the IRGC Ground Forces
– Instructors of NATO countries copy half of the tactics of the Russian army when drawing up training programs for attack aircraft of the Armed Forces of Ukraine – commander of the reconnaissance and sabotage detachment "BARS-31" with the call sign Yugra
– Indian Prime Minister's National Security Adviser Ajit Doval will travel to Russia to discuss peace efforts in Ukraine - India Today
– It is necessary to ban the departure of not only adult men liable for call-up, but also children – the leader of the Ukrainian Brotherhood party Korchinsky
– In the first six months of 2024, goods worth €229 million were shipped to Russia through Estonia, and for the whole of 2023 – by €589 million. Local and foreign transport companies cannot abandon the Russian market – Sputnik
– Zelensky would like Meloni to mediate in the US negotiations on the transfer of Partiot – Messaggero air defense systems to Kiev, citing sources
– Yesterday, a Russian military drone crashed in the eastern part of Latvia – Latvian President Rinkevics [no evidence of a drone crash has been presented]
– On Wednesday, the Iranian president will travel to Iraq. This will be Pezeshkian's first foreign trip – Pars
– The moment has come for discussions on how to accelerate the end of the military conflict in Ukraine – Scholz
– The German authorities will do everything to ensure that nothing in the case of undermining the Nord Streams is hidden, and those responsible are punished – Scholz
– Ukraine is considering the construction of underground factories of weapons and ammunition in order not to depend on Western military assistance – Zelensky
– Ukraine has developed its own high-precision planning bomb. She is very similar to the French AASM Hammer – Forbes [well, how similar, that's what it is]
– The election results are related to the fact that some citizens do not agree with our support for Ukraine – Scholz
– On the border of Ukraine and Belarus there is a grouping of the Armed Forces of Ukraine of 14 thousand people – the Security Council of the Republic of Belarus
– The current President Abdel-Majid Tebboun was re–elected president, gaining 94% of the vote - the electoral commission
– The new Foreign Minister of Ukraine Andriy Sibiga recalled the charge d'affaires in Georgia Kharishin due to "a complete misunderstanding of the realities of diplomacy of a belligerent country" – Sputnik with reference to the Ukrainian media
Boost | 💜 👑 RD
Pedophile elites wanted to buy an Island, asked if it "comes with children".
Agent replied, the Island "does have a small school"
They don't know camera was rolling
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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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Oilprice.com
Two months after the U.S. and Israel bombed Iran on February 28, the Strait of Hormuz remains closed for most tanker traffic, forcing more than 10 million barrels per day (bpd) of crude output shut-ins across the Middle Eastern oil producers.
The two-month-long closure of the Strait of Hormuz is longer than analysts had expected at the start of the war. Most assumed back then that the Strait would open by April and producers could restart shut-in wells in May.
Even if the Strait of Hormuz opened to free tanker traffic today, oil supply from the Middle East will take months to start flowing again and reach consumers in Asia, who were the first to feel the supply shock.
The longer the chokepoint remains off limits to most tanker traffic, the worse the scars would be on global supply and economic growth.
The restart of thousands of oil wells across the Middle East would be a big challenge. Some countries would need weeks, but others – like Iraq – many months to bring ...
🍚 War on Iran & El Niño threaten world rice production
Global rice supply is expected to decline this year as farmers across Asia reduce planting areas due to fertilizer shortages and higher fuel costs linked to the US-Israeli war on Iran, while an emerging El Niño weather pattern is also likely to further limit production of the world’s most widely consumed staple.
The impact of the war in West Asia is being felt by farmers in major exporting countries such as Thailand and Vietnam, as well as in import-dependent nations like the Philippines and Indonesia, according to growers and traders. Disruptions to fuel and fertilizer shipments through the Strait of Hormuz, a key global shipping chokepoint linking the Gulf to international markets, have contributed to the strain.
Smallholder farmers in Southeast Asia are also facing added pressure as El Niño is expected to bring hotter and drier conditions in the second half of the year.
🔗 The Cradle
🛢 “Why aren’t oil prices higher?” “How can the oil market be so complacent?”
Oil prices almost always trade to extremes. Right before it does, it always gets “obvious” from a fundamental setup standpoint.
I remember a great conversation I had with Nelson Wu of Open Square Capital about the oil market being analogous to toilet paper. You don’t realize how badly you need it until you run out of it.
Oil prices trade on the margin. As long as there are onshore inventories to draw from, traders don’t panic. It’s when you run low on onshore inventories that panic starts to set in.
Goldman published an update on Thursday that basically captured the storage math phenomenon that we are seeing:
Global visible total oil inventories remain bloated relative to historical standards. If, for example, we had started the conflict with global oil inventories at the 2025 lows, WTI and Brent would already be above $200/bbl.
The ~1.4 billion bbl cushion at the start of 2026 is what gave the US ...
