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September 21, 2024
Plans

Bluff or reality: Netenyahu’s plan for Lebanon invasion unfolds

The operation carried out by Israel on Hezbollah’s pagers and radios on Tuesday and Wednesday was, by any measure, impressive.

On Tuesday, Israel infiltrated Hezbollah's supply network, planting PETN explosives in communication devices. While the details of how the explosives were placed were still being debated, on Wednesday, radios began exploding during the funeral of the son of Hezbollah MP Ali Ammar, who had died in the previous day’s attack.

Although this operation was seen as an attempt by Israel to weaken Hezbollah before any ground invasion into Lebanon, 48 hours later, Israeli forces had not crossed the border. However, Israel gained a significant psychological advantage over Hezbollah.

Israeli officials, particularly Prime Minister Netanyahu, seemed unsatisfied with Hezbollah’s shock. Immediately after Tuesday’s pager attack, the Israeli cabinet granted Netanyahu and Defense Minister Galant the authority to initiate actions against Hezbollah, potentially leading to full-scale war in Lebanon. Galant remarked that the center of gravity of the conflict had shifted north.

High-ranking Israeli officers speaking to Clash Report noted that the U.S. had expressed displeasure with Israel’s recent actions.

One Israeli officer commented, “Are we stronger than in 2006? I don’t think so. Our firepower may be sufficient for a contained area like Gaza, but it’s not sustainable for Lebanon. The Americans have voiced their concerns to Tel Aviv about a war with Hezbollah.”

When asked if the Israeli army could succeed in Lebanon, the officer said the public debate was missing the real issue:

“Can we enter Lebanon? Absolutely. For an army, opening a front is never the problem—it’s getting out that’s the challenge. I don’t think the Prime Minister or his advisors are accurately conveying the real issue in Lebanon. In the list of options to deal with Hezbollah, a military operation is the last of the top five.”

Another officer stationed near the Lebanese border suggested that Netanyahu’s talk of entering Lebanon was a bluff, but warned that if pushed, he might proceed at any cost.

“It’s a bluff. Look at our losses in Gaza over the past ten months. Reserve forces arrived, but frankly, they were more of a burden. Entering Lebanon to fight Hezbollah on their territory will cause massive losses,” the officer said, adding that the army had presented a long-term, target-focused plan to Tel Aviv as an alternative to invasion.

When asked about Netanyahu’s likely response to the plan, the officer said, “I’m not sure how seriously they’ll consider it. He may have already given the order for an invasion—I don’t know.”

Towards the end of the interview, the officer commented on the mood within the Israeli army regarding a potential ground operation in Lebanon:

“It’s complete chaos. The reserve forces are eager, and Netanyahu’s supporters are the same. But within the professional army, there are serious doubts.”

Meanwhile, Hezbollah is struggling with communication issues and is not in a position to respond quickly.

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December 25, 2025
A Christmas Message from PrepperNow!
00:10:29
Island Boys

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

Subscribe, lots of important information ahead: @Banned_Truth
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00:00:41
HERO!

🇺🇸 #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.

Follow us -> LiveLeak

00:00:33
Shock

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 ...

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R I C E

🍚 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

Oil will get bad

🛢 “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 ...

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