We know what’s coming and we are prepared.
🇨🇳🇺🇸 Absolutely extraordinary paper by RAND, the main think tank of the US military-industrial complex, and another key sign that the U.S. deep state - despite all the chaos and noise - is shifting away from deterring China, towards accepting coexistence (it's literally what they recommend in the paper).
These are the 3 most important recommendations in the paper:
1. Rejecting the false belief that a victory is possible in the China-US rivalry and accepting the legitimacy of the Communist Party:
They write that the U.S. should "clarify U.S. objectives in the rivalry with language that explicitly rejects absolute versions of victory and accepts the legitimacy of the Chinese Communist Party."
They explain that it's necessary because victory is objectively impossible ("the effective destruction of the other is not a feasible option" ), rejecting it is imposed by hard realities and because continuing to try would be catastrophic (as it would "threaten [either side's] survival" ).
2. Accepting coexistence
They write that "each side [must] accept, in ways that are deeply ingrained and broadly shared among decision-making officials, that some degree of modus vivendi must necessarily be part of the relationship." They also write that "each side [must] accept the essential political legitimacy of the other."
3. On Taiwan, they recommend not only reassuring China that it can achieve its reunification objective but also using US leverage AGAINST Taiwan to prevent provocations
This is probably the most surprising aspect of the paper. They recommend that "the United States and China should exchange a mutual set of signals" where the US would make "statements that it does not support Taiwan independence, seek a permanent separation across the Straits, or oppose peaceful unification." They write that the US should be "creating the maximum incentive for Beijing to pursue gradual approaches to realizing its ultimate goal [i.e. reunification]."
More remarkably, they argue the US should "balance its commitments to Taiwan with leveraging its influence to ensure Taiwan's actions do not escalate tensions with China." The paper explicitly criticizes Taiwan's Lai Ching-te for statements asserting Taiwan is "sovereign" and says Washington should use its "potential leverage over Taiwan to limit its activities that upset the status quo" - essentially US leverage to pressure Taiwan into not provoking China.
When such a think tank as RAND makes recommendations this deferential to a strategic competitor, it's not out of kindness of heart, they're anything but peaceniks. It's because they realize that the material balance of power has dramatically shifted.
🔗 Arnaud Bertrand
🇺🇸 #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...
