We know what’s coming and we are prepared.
🇰🇵❌🇰🇷 — South Korean media Yonhap News Agency reports, quoting ROK Joint Chiefs of Staff: North Korea blew up Gyeongui Line and Donghae Line inter-Korean connecting roads
➡️ In a text message sent to the Ministry of National Defense press corps that day, the Joint Chiefs of Staff said:
"North Korea blew up some sections north of the Military Demarcation Line (MDL) on the Gyeongui Line and Donghae Line inter-Korean connecting roads around noon today,"
and
"Our military is strengthening its surveillance and alert posture."
➡️ North Korea's blasting of the Gyeongui Line and Donghae Line inter-Korean connecting roads is interpreted as an intention to completely cut off the inter-Korean land route and build fortifications.
➡️ Earlier, the North Korean military's General Staff Department announced in a press release on the 9th, "Starting on the 9th, we will completely cut off the roads and railroads in our area connected to South Korea and begin construction to fortify them with strong defensive structures."
➡️ On the same day, North Korea announced in a notice sent through the UN-North Korean military communication line, "Starting October 9, our side will carry out construction to completely cut off the roads and railroads in the eastern and western areas of the southern border that connected our area to South Korea."
➡️ Lee Seong-jun, director of the Joint Chiefs of Staff Public Relations Office, said in a regular briefing the previous day, "We have identified that they have installed a barrier on the road and are preparing to blow up the road behind it."
➡️ Since the end of last year, North Korea has been carrying out minefields around roads, removing streetlights, removing railroad tracks, and demolishing adjacent auxiliary buildings in order to cut off land routes between the South and the North.
➡️ The land routes connecting the South and the North include the Donghae Line, Gyeongui Line, Arrowhead Hill, and the Joint Security Area (JSA) passageway, which are railways and roads.
➡️ According to the Joint Chiefs of Staff, North Korea scattered leaf mines near the Gyeongui Line in November of last year, planted mines on the Donghae Line in December of the same year, removed the fence on the Donghae Line in March of this year, and removed streetlights on the Gyeongui Line in April.
🔗 Link
🇺🇸 #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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🇨🇳🛢 How much strategic oil does the world actually have in reserve?
Global strategic crude oil inventories stood at ~2.5 BILLION barrels as of December 2025, according to the US Energy Information Administration.
China holds by far the largest stockpile at 1,397 million barrels, more than 3 times the US Strategic Petroleum Reserve of 413 million barrels, which itself sits at only 58% of its full storage capacity of 714 million barrels.
China added an average of 1.1 million barrels per day to its strategic inventories throughout 2025, with preliminary data suggesting it continued building stockpiles in early 2026 ahead of the Iran War.
Japan holds the 3rd-largest reserve at 263 million barrels, followed by OECD European countries at 179 million barrels.
Meanwhile, the US is releasing 172 million barrels from its Strategic Petroleum Reserve to suppress oil prices, part of a broader 400 million barrel coordinated release agreed by 32 IEA member nations in March.
🔗 ...
🛢 JP Morgan Warns Oil Market Out of Balance, Prices Must Rise
🔸The closure of the Strait of Hormuz, through which roughly 20% of the world’s oil flows, has removed 13.7 million barrels per day from global supply in April alone. A JP Morgan research note warns the market has no good way to replace it.
🔸Normally, spare production capacity in Saudi Arabia and the UAE acts as the market’s shock absorber. But that buffer has effectively been removed, eliminating the system’s first line of defense.
🔸With spare capacity unavailable, markets turned to inventories
➤ Global stockpiles are now being drained at ~7.1 mbd in April, an extraordinary pace, according to the note.
🔸Meanwhile, demand is collapsing because supply simply isn’t reaching users — “forced demand destruction.”The hardest hit sectors include:
▪️ Petrochemical plants across Asia are shutting down or slashing output as LPG, ethane, and naphtha flows from the Gulf collapse
▪️ Airline jet fuel ...
🛢⛽️ Global oil inventories are heading toward RECORD LOWS:
Global visible oil inventories have fallen -255 million barrels since the start of the conflict on February 27, to 7,864 million barrels.
Total estimated oil draws, including non-OECD refined products storage, have accelerated to 10.9 million barrels per day in April, the largest monthly draws on record since 2017.
Cumulative estimated draws since the start of the war now stand at 474 million barrels, with Hormuz flows holding at ~10% of normal, or 2.0 million barrels per day.
Meanwhile, even in an optimistic scenario where Strait of Hormuz flows begin recovering by late April, it is unlikely to prevent global visible inventories from reaching all-time lows, according to Goldman Sachs.
As inventories keep falling, physical oil markets are likely to require sharply higher prices for immediate delivery, since buyers cannot wait months for cheaper futures delivery when stocks are running critically low.
Goldman also warns...
