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September 29, 2024
Interesting Read

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.”

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OIL SHOCK

🇮🇱 ❌ 🇮🇷 🛢 📈 — Deutsche Bank: Oil Prices will go to $125/barrel if the Iran-Israel conflict spills over into the Straight of Hormuz

@CIG_Telegram

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Analysis

Developments in the Iran-Israel war. It is currently 1:11am in Tel Aviv and 1:42am in Tehran.

Main points:

Iran and Israel have started targeting each other’s energy infrastructure.

Iranian missiles continued to target and impact northern and central Israel.

Israel has started targeting Iranian oil infrastructure, including oil refineries and oil depots.

Israeli airstrikes continue to target various parts of Tehran and the surrounding areas.

Iranian air defence seems to finally be doing some damage to Israeli missiles and drones. In turn, Israel has deployed dozens of small quadcopters and loitering munitions to waste Iranian air defence and saturate for larger attacks with cruise missiles.

Drones launched from Iran and factions in Iraq continue to target northern and southern Israel.

Missiles & drones:

2 rockets were launched from the Khan Younis area of southern Gaza by an unknown Palestinian faction. Neither were intercepted, with the IDF claiming they hit an open area with no casualties.

2 rockets were ...

Oil Prices

OIL MARKETS REACT SHARPLY TO ESCALATING MIDDLE EAST TENSIONS

📈 WTI CRUDE IS NOW FORECAST TO HIT $94.10 BY YEAR-END, UP OVER $21 IN A WEEK, ACCORDING TO KALSHI MARKETS.

THE JUMP FOLLOWS IRAN’S CANCELLATION OF NUCLEAR TALKS WITH THE U.S., CITING ISRAELI AIRSTRIKES. WITH TENSIONS RISING, MARKETS ARE PRICING IN THE RISK OF REGIONAL ESCALATION AND POTENTIAL DISRUPTION TO OIL FLOWS THROUGH THE STRAIT OF HORMUZ, A KEY ROUTE FOR 20% OF GLOBAL OIL.

ANALYSTS WARN THAT A FULL CLOSURE OF THE STRAIT COULD PUSH PRICES ABOVE $120–$150 PER BARREL. ...

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