We know what’s coming and we are prepared.
🇮🇱 ⁉️ 📣 — American and Israeli media censoring Iranian military successes, inventing claim of Iranian capitulation
🤥 Earlier today both President Trump and the Wall Street Journal as well as suspicious personalities on Twitter claimed that Tehran was looking to sue for peace
⁉️ However, under an hour later, sources from Qatari media Al-Jazeera confirmed that these claims of Iranian peace overtures were fictitious
❌🎥 This comes after Israeli military authorities have banned filming of missile strikes on Iran and have arrested and expelled journalists and netizens reporting on the damage in Israel
🇮🇱 📣 🇺🇸 Despite claiming total air superiority and near-collapse of the Tehran government, Israeli government officials such as Prime Minister Benjamin Netanyahu and Israeli assets in the US such as billionaire hedgefund manager Bill Ackman still call on Trump to formally bring the US into the war of aggression against Iran
🤡 📣 While propaganda and falsehoods are clearly being used on both sides of the conflict, the level of suppression and falsification on the Israeli side and their Western puppets is eerily reminiscent of the type of propaganda employed by Saddam's "Baghdad Bob" in the 2003 American invasion
💥 ❌ 🛢 🏫 💡 Israeli refineries are out of commission, and various key institutions such as Israel's equivalent of the Pentagon and MIT have suffered direct hits from Iranian supersonic missiles
⚡️ 🇮🇷 🇮🇱 While Iran has suffered damage to their civilian and military infrastructure, the damage inflicted on Israel is the greatest seen in over 50 years, if not since the founding of the Jewish state.
@CIG_Telegram
Pedophile elites wanted to buy an Island, asked if it "comes with children".
Agent replied, the Island "does have a small school"
They don't know camera was rolling
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🇺🇸 #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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Oilprice.com
Two months after the U.S. and Israel bombed Iran on February 28, the Strait of Hormuz remains closed for most tanker traffic, forcing more than 10 million barrels per day (bpd) of crude output shut-ins across the Middle Eastern oil producers.
The two-month-long closure of the Strait of Hormuz is longer than analysts had expected at the start of the war. Most assumed back then that the Strait would open by April and producers could restart shut-in wells in May.
Even if the Strait of Hormuz opened to free tanker traffic today, oil supply from the Middle East will take months to start flowing again and reach consumers in Asia, who were the first to feel the supply shock.
The longer the chokepoint remains off limits to most tanker traffic, the worse the scars would be on global supply and economic growth.
The restart of thousands of oil wells across the Middle East would be a big challenge. Some countries would need weeks, but others – like Iraq – many months to bring ...
🍚 War on Iran & El Niño threaten world rice production
Global rice supply is expected to decline this year as farmers across Asia reduce planting areas due to fertilizer shortages and higher fuel costs linked to the US-Israeli war on Iran, while an emerging El Niño weather pattern is also likely to further limit production of the world’s most widely consumed staple.
The impact of the war in West Asia is being felt by farmers in major exporting countries such as Thailand and Vietnam, as well as in import-dependent nations like the Philippines and Indonesia, according to growers and traders. Disruptions to fuel and fertilizer shipments through the Strait of Hormuz, a key global shipping chokepoint linking the Gulf to international markets, have contributed to the strain.
Smallholder farmers in Southeast Asia are also facing added pressure as El Niño is expected to bring hotter and drier conditions in the second half of the year.
🔗 The Cradle
🛢 “Why aren’t oil prices higher?” “How can the oil market be so complacent?”
Oil prices almost always trade to extremes. Right before it does, it always gets “obvious” from a fundamental setup standpoint.
I remember a great conversation I had with Nelson Wu of Open Square Capital about the oil market being analogous to toilet paper. You don’t realize how badly you need it until you run out of it.
Oil prices trade on the margin. As long as there are onshore inventories to draw from, traders don’t panic. It’s when you run low on onshore inventories that panic starts to set in.
Goldman published an update on Thursday that basically captured the storage math phenomenon that we are seeing:
Global visible total oil inventories remain bloated relative to historical standards. If, for example, we had started the conflict with global oil inventories at the 2025 lows, WTI and Brent would already be above $200/bbl.
The ~1.4 billion bbl cushion at the start of 2026 is what gave the US ...
