We know what’s coming and we are prepared.
All:
I do not understand the Biden/Harris/Obama administration's recent decisions regarding Ukraine. Let's cross some red lines that put Europe in the crosshairs of disaster. First, they removed missile locks so that Ukraine can use them against interior Russia. I get that these are older systems, but we've been reluctant for a reason. Second, they actually decided to allow Ukraine to use anti-personnel mines. While these can be force multipliers, they leave a disastrous legacy worth avoiding with talks of winding this thing down.
Why? Why would they do these things?
As I've mentioned in earlier emails, the regime wants to bog DJT down with an unreconcilable crisis. They want to preemptively take away this diplomatic win by making it untenable for each side to backdown. Worse, they are willing to sacrifice Europe over it. They want to distract DJT from his domestic agenda. This shows how afraid they are of incoming reforms. Additionally, the apparent joy that's broken out among influencers scares them.
We need to understand, keep backing a bear into the corner, it will lash out. I still believe, the invasion of Ukraine was caused by JRB, et. al. in their declarations that a path to NATO membership existed. This was intentional. They knew who was on the other side of that threat and his concerns. They leaned into them and forced the issue. Putin would be dead today (and likely replaced with a hardliner) if he had backed down.
Is this as crass as maintaining access to and flow of $$$ from defense contractors and the military industrial complex? Or, is it the insidious approach to the utopian ideals of the Georgia Guidestones? My gut tells me its just crass money laundering and largess, but we have international "elites" focused on reducing global population. Then, there is that Deagel Report you can't find anymore.
Right now, I believe the Russia/Ukraine crisis is about to break containment. We are about to see a broader European war centered around the former Soviet republics and Germany. We may get some cyber attacks and sabotage in the US, I don't think Russia will directly engage us. However, China may take the opportunity to strike Taiwan.
Only positive I can come to is that Russia is unlikely to use a nuke as Jim Cramer stated, "Nuclear war is coming." Add that to the fact Russian nukes my not work anymore. Worse way for them to find out is to launch one. Best to maintain the illusion.
🇺🇸 #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...
