We know what’s coming and we are prepared.
Here are some new details and revelations about the Israeli strike in Iran:
1.The strike destroyed all of Iran’s strategic air defense capabilities. This includes all long-range surface-to-air missile batteries. Iran had two such models: the Russian S-300 and an advanced Iranian-made model. All batteries were destroyed, along with long-range detection radars. Essentially, Iran is now left only with short-range air defense batteries of local Iranian models.
2.The main damage to air defense batteries was in Tehran and western Iran. In Tehran, this means exposing and making the Iranian capital vulnerable, while in western Iran, this area is where Iran launched ballistic missile attacks on Israeli territory, providing operational efficiency for the future.
3.IDF assessment: Iran has lost its strategic air defense capabilities for the next two to three years. Russia cannot supply it with systems due to the war in Ukraine, and it will take Iran a long time to produce new systems of the Iranian model.
4.According to reports, Iran holds over 2,000 long-range ballistic missiles. The existing arsenal was not damaged—only the capability to produce new missiles (as reported, planetary mixers, etc.). This means that Iran will now operate on a limited munitions economy, as its current missile stockpile will not be able to grow in the near future (in the coming months or years).
5.Contrary to various reports, there was no damage to Iran’s drone array. (We need find out what was hit at the Shams Abad site)
6.More than 140 aircraft participated in the strike. Over 50% of the pilots and navigators involved were reservists.
7.The IDF anticipated that the Iranians might respond with an attack of 200 ballistic missiles during the strike, while the aircraft were still airborne. The Air Force was prepared with a continuity plan that would allow both defense against such an attack and the completion of all three strike waves without forfeiting any targets. Ultimately, the Iranians chose not to respond immediately. A senior security official commented: “Every moment that passes without a response indicates they are conducting damage control, thinking with their heads and not their hearts, and weighing their steps.”
8.Preparations for a potential Iranian attack: This time, the Americans are expected to play a more significant role in defense and interception, thanks to the THAAD battery stationed in Israel and three ships equipped with AEGIS defense systems capable of intercepting ballistic missiles, which were also involved in intercepting the attack in early October.
(Doron Kadosh)
🇺🇸 #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...
