We know what’s coming and we are prepared.
🇸🇾🇮🇱 - ISRAELI SETTLERS ATTEMPT TO ESTABLISH SETTLEMENT IN SOUTHERN SYRIA
⿻ Hebrew media reported that a group consisting of several families of Israeli settlers crossed the border fence into Syria on Monday near Tel Hazaka (Alonei HaBashan) with the intention of establishing a settlement on Syrian territory called “Neveh HaBashan.” The families, along with their children, intended to stay there for an extended period.
IDF forces arrived at the location and returned the families to Israeli territory. The settlers were later taken in for police questioning.
An IDF spokesperson said: “Earlier today (Monday), a report was received about several vehicles carrying Israeli civilians who crossed the border fence into Syrian territory. IDF forces at the location safely returned the civilians to Israeli territory shortly afterward.”
The organizers, calling themselves the “Pioneers of Bashan,” admit that this was an initiative and execution carried out entirely without external support. “But it’s possible that in the future there may be an opportunity to receive support during settlement efforts in the Bashan region.”
Leah Shafir from Avnei Eitan, a member of the “Pioneers of Bashan” movement, told Channel 7 that this initiative had been developing over the past few months. According to her, “We established the movement with the understanding that, from a security perspective, it is right to enter and establish settlements where the IDF can exercise more control further ahead. Al-Julani’s regime is a terrorist regime… and we claim that October 7 could have crossed our fence very easily if we don’t control this area.”
She added that the soldiers who arrived “greeted us, we spoke with them, and the atmosphere was very, very pleasant. They said they fully support Greater Israel and praised the wonderful activity we were doing. In the end, they told us it would be best to leave to avoid complications, and that’s what we did.”
The settlers stated, “Bashan is our ancestral inheritance. We see the empty spaces of our land calling us to return and settle them. We call on the Israeli government to remove the enemy from all areas of Bashan and allow pioneers to settle there!”
🇺🇸 #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.
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🛢 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...
