Jared Kushner, Trump’s son in law and the architect of the Abraham accords wrote on X:
“September 27th is the most important day in the Middle East since the Abraham Accords breakthrough.
I have spent countless hours studying Hezbollah and there is not an expert on earth who thought that what Israel has done to decapitate and degrade them was possible.
This is significant because Iran is now fully exposed. The reason why their nuclear facilities have not been destroyed, despite weak air defense systems, is because Hezbollah has been a loaded gun pointed at Israel. Iran spent the last forty years building this capability as its deterrent.
President Trump would often say, “Iran has never won a war but never lost a negotiation.” The Islamic Republic’s regime is much tougher when risking Hamas, Hezbollah, Syrian and Houthi lives than when risking their own. Their foolish efforts to assassinate President Trump and hack his campaign reek of desperation and are hardening a large coalition against them.
Iranian leadership is stuck in the old Middle East, while their neighbors in the GCC are sprinting toward the future by investing in their populations and infrastructure. They are becoming dynamic magnets for talent and investment while Iran falls further behind. As the Iranian proxies and threats dissipate, regional security and prosperity will rise for Christians, Muslims and Jews alike.
Israel now finds itself with the threat from Gaza mostly neutralized and the opportunity to neutralize Hezbollah in the north. It’s unfortunate how we got here but maybe there can be a silver lining in the end.
Anyone who has been calling for a ceasefire in the North is wrong. There is no going back for Israel. They cannot afford now to not finish the job and completely dismantle the arsenal that has been aimed at them. They will never get another chance.
After the brilliant, rapid-fire tactical successes of the pagers, radios, and targeting of leadership, Hezbollah’s massive weapon cache is unguarded and unmanned. Most of Hezbollah fighters are hiding in their tunnels. Anyone still around was not important enough to carry a pager or be invited to a leadership meeting. Iran is reeling, as well, insecure and unsure how deeply its own intelligence has been penetrated. Failing to take full advantage of this opportunity to neutralize the threat is irresponsible.
I have been hearing some amazing stories about how Israel has been collecting intelligence over the past 10 months with some brilliant technology and crowdsourcing initiatives.
But today, with the confirmed killing of Nasrallah and at least 16 top commanders eliminated in just nine days, was the first day I started thinking about a Middle East without Iran’s fully loaded arsenal aimed at Israel. So many more positive outcomes are possible.
This is a moment to stand behind the peace-seeking nation of Israel and the large portion of the Lebanese who have been plagued by Hezbollah and who want to return to the times when their country was thriving, and Beirut a cosmopolitan city. The main issue between Lebanon and Israel is Iran; otherwise there is a lot of benefit for the people of both countries from working together.
The right move now for America would be to tell Israel to finish the job. It’s long overdue. And it’s not only Israel’s fight.
More than 40 years ago, Hezbollah killed 241 US military personnel, including 220 Marines. That remains the single deadliest day for the U.S. Marine Corps since the Battle of Iwo Jima. Later that same day, Hezbollah killed 58 French paratroopers.
And now, over the past six weeks or so, Israel has eliminated as many terrorists on the US list of wanted terrorists as the US has done in the last 20 years. Including Ibrahim Aqil, the leader of Hezbollah’s Islamic Jihad Organization who masterminded the 1983 killing of those Marines.”
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.
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🛢 “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 ...