We know what’s coming and we are prepared.
New Jersey State Police HQ following the briefing of New Jersey State Legislators relating to the unexplained drone sightings in New Jersey. Might I add -
@GovMurphy
was not present. My notes are organized following my take below on the situation. 1. We know nothing. PERIOD. To state that there is no known or credible threat is incredibly misleading, and I informed all officials of that sentiment. 2. State authorities, including the NJSP, are shackled with what they are able to do. Any interception or takedown of any UAS is under the strict jurisdiction of the federal government. 3. At this point, I believe military intervention is the only path forward. There will be no answers in the absence of proactivity. 4. The US Coast Guard seems to be the most likely to intervene based upon our briefing, but even that component was shrouded in mystery. Here is my summary of the briefing : Overview of the Issue: First Sightings: Reported on 11/18, with sightings occurring every night since then, from dusk until 11 PM (6–7 hours). Frequency: Reports range from 4 to 180 sightings per night. Description: Large drones (up to 6 ft in diameter). Operate in a coordinated manner. Lights are turned off, making them difficult to detect. Appear to avoid detection by traditional methods (e.g., helicopters, radio frequencies). Not identified as hobbyist drones or related to DHS. Investigation and Response 1. Agencies Involved: FBI: Designated as the lead agency for investigations. New Jersey State Police (NJSP): Coordinates with the FBI on follow-ups. Office of Homeland Security and Preparedness (OHSP): Provides training and situational awareness. U.S. Coast Guard: Involved in determining steps under their jurisdiction (details not disclosed). 2. Federal Involvement: FAA: Made night flights legal in 2023, but require operators to maintain line of sight, which is not being observed in these cases. Lack of Federal Legislation: Existing bills on drone regulation remain stalled in Congress. 3. Detection Challenges: NJSP deployed helicopters over Raritan Bay but could not detect drones, even with infrared cameras. Current radio frequencies do not pick up drone signals. Col. Callahan expressed concerns about potential danger, leading to a halt in helicopter deployments. 4. Training and Preparedness: In-person Counter-Unmanned Aircraft Systems (UAS) Training starts in Monmouth County in January and will expand statewide. A UAS Dashboard is being developed for tracking and managing drone sightings. Key Concerns Unknown Origins: Authorities do not know where these drones take off or land. Capabilities: Drones maintain flight for extended periods (6–7 hours) and over distances of 15 miles, raising questions about their technology and intent. Airspace Regulation: Most sightings are in unrestricted airspace, but their behavior is unusual and potentially nefarious. Unlike manned aircraft, these drones appear to operate without lights and evade detection. Public Safety: Possible threats remain unconfirmed, but the lack of detection capability is a significant concern. See Something, Say Something campaigns encourage the public to report sightings to local law enforcement and the FBI. Statements from Officials: Laurie Doran (Director of OHSP): There is no known or credible threat at this time. (I DISAGREE) Urges continued reporting to law enforcement. Colonel Pat Callahan (NJSP): Suspended helicopter flights to investigate drones over safety concerns. Emphasized the rapid pace of technological development in drones. Brent Cotton (DHS Counterterrorism): Highlighted challenges in threat prevention and the need for improved technology and protocols. Next Steps 1. Enhanced Surveillance: Use of infrared cameras and additional Coast Guard resources. 2. Legislation and Policy: Advocate for advancing federal drone legislation stalled in Congress. 3. Public Engagement: Encourage reporting via the See Something, Say Something initiative.
🇺🇸 #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...
