We know what’s coming and we are prepared.
🇷🇺🇺🇦 "I see an inventory for 8-10 years of war or even more.
If anyone is expecting a Russian defeat due to high equipment losses, it’s unlikely to happen in the next 8-10 years or maybe more.
(Another question are the manufacture of parts like gun barrels and others. )
After three years of war, almost 50% of the Soviet stockpiles are still available, plus what is being repaired, refurbished, and modernized in Russian plants. Additionally, around 12,000–15,000 armored units, including artillery, armored vehicles, and tanks, are deployed in Ukraine. This represents a significant amount of equipment and the capacity to sustain this conflict for several years.
Contrary to what some might think, when an army is advancing, it benefits from collecting damaged and destroyed equipment to repair. This advantage is unique to an advancing army because a retreating force cannot recover anything in territory occupied by the enemy.
In areas where the front has been almost frozen over the last year and several months this year, the Ukrainians have been able to collect and repair most of their armor. However, as I reported in my previous articles, Western logistics have been challenging, with these vehicles having to travel more than 2,500 km for repairs, taking many months. In contrast, the Russians moved their repair centers from rear areas to near the front at the end of 2022. This exemplifies how Russian planning has been a key differentiator in this war.
Another issue is the unavailability of repair parts for Western equipment. According to the Ukrainian army, 70% of the delivered equipment lacks repair parts or has only a limited supply, and part requisitions have taken up to six months in some cases.
What I want to emphasize is that it is pure fantasy to expect to win this war by destroying the Russian armor arsenal. Despite losing more than they replace, the Russians are advancing and winning all key battles from the past two years.
What can Ukraine do under these circumstances?
Unfortunately, the only option is to negotiate. However, the West has important assets to negotiate with, such as Russian reserves and sanctions, with the intention of reducing unavoidable land concessions.
But negotiation is a cursed word for some politicians, so they are working to convince Western leaders to deploy an international peace force in Ukraine.
Ukraine need to find ways to advance diplomatically and reach it’s objectives. Sometimes the power sphere isn’t the military power."
📎 Patricia Marins
🇺🇸 #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...
