We know what’s coming and we are prepared.
1. Geopolitical & Military Tensions
Thailand–Cambodia conflict: Martial law has been declared, over 138,000 people have fled, and both sides have exchanged fire. Terrain challenges and border disputes intensify risks of prolonged conflict.
Middle East flashpoints: The Gaza conflict escalates as Israel prepares for a major offensive and new ceasefire efforts stall. Suwayda, Syria, sees Druze self-administration declared.
Russia–Ukraine talks: Zelensky confirms negotiations, but a Putin-Zelensky meeting is still seen as unlikely by the Kremlin.
ISIS strike: U.S. CENTCOM killed a senior ISIS leader and his sons in Syria.
2. Western Politics, Immigration, and Populism
UK Islamophobia sentiment: A new survey shows over 50% of Britons view Islam as incompatible with British values, potentially fueling anti-immigration politics.
Jeremy Corbyn’s new party: Gathers 200,000 members; promotes anti-austerity, pro-immigrant policies in contrast to rising nationalist sentiment.
Anti-migration protests: Spread across the UK, leading to local council actions and enforcement under new online safety laws.
3. Major Shifts in Global Tech and Business
Meta bans political ads in EU: Cites new EU rules as "unworkable," halting political advertising on Facebook and Instagram.
Microsoft ends passwords: Shifting to passkeys, Face ID, and biometrics by August 1.
TikTok's future uncertain in the U.S.: Commerce Secretary warns of shutdown unless China approves an ownership transfer.
Used EVs lose 40% value in year: Highlights growing concerns about resale and sustainability.
Unitree humanoid robot: Released for $5,900, reflecting major drop in consumer robot prices.
4. Trump, Epstein & Political Scandal Fallout
Trump distances from Epstein: Denies visiting his island, urges focus on Clinton and others.
Ghislaine Maxwell cooperation: Provides names of 100 linked individuals under partial immunity.
Newsmax labels Maxwell a “victim”: Raises questions due to ties with former Trump cabinet officials.
Trump’s policy moves: Claws back $9B in foreign aid and public broadcasting funding, hints at using tariffs to fund rebates.
5. Global Economic Unrest & Social Shifts
Porsche profits plummet 91%: Leads to job cuts in Germany, symbolic of broader luxury market strain.
France to recognize Palestine: Macron commits to UN announcement in September, drawing sharp rebuke from the U.S. and Israel.
UN court ruling on climate: Declares climate change a universal human threat, formalizing climate migrants under international law.
Argentina’s consumption boom: Driven by political cycles and inflation expectations.
Bezos sells $5.7B in shares: Possibly reflecting market repositioning or personal financial planning.
🇺🇸 #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...
