We know what’s coming and we are prepared.
🇮🇱🇺🇸 AI drones used in Gaza now surveilling American cities
Immediately after October 7, a little know company shipped over 100 reconnaissance drones to Israel for use in its siege of Gaza. Having been battle-tested on Palestinian civilians, the UAVs are now being used to surveil protesters across the US.
The drones are made by a company called Skydio which in the last few years has gone from relative obscurity to quietly become a multi-billion dollar company and the largest drone manufacturer in the US.
The extent of Skydio drone usage across the US, and the extent to which their usage has grown in just a few years, is extraordinary. The company has contracts with more than 800 law enforcement and security agencies across the country, up from 320 in March last year, and their drones are being launched hundreds of times a day to monitor people in towns and cities across the country.
Skydio has extensive links with Israel. In the first weeks of the genocide the California-based company sent more than one hundred drones to the IDF with promises of more to come. How many more were delivered since that admission is unknown. Skydio has an office in Israel and partners with DefenceSync, a local military drone contractor operating as the middle man between drone manufacturers and the IDF. Skydio has also raised hundreds of millions of dollars from Israeli-American venture capitalists and from venture capital funds with extensive investments in Israel, including from Marc Andreessen’s firm Andreessen Horowitz, or a16z.
And now these drones, tested in genocide and refined on Palestinians, are swarming American cities.
According to my research, almost every large American city has signed a contract with Skydio in the last 18 months, including Boston, Chicago, Philadelphia, San Diego, Cleveland and Jacksonville. Skydio drones were recently used by city police departments to gather information at the ‘No Kings’ protests and were also used by Yale to spy on the anti-genocide protest camp set up by students at the university last year.
In Miami, Skydio drones are being used to spy on spring breakers, and in Atlanta the company has partnered with the Atlanta Police Foundation to install a permanent drone station within the massive new Atlanta Public Safety Training Center. Detroit recently spent nearly $300,000 on fourteen Skydio drones according to a city procurement report. Last month ICE bought an X10D Skydio drone, which automatically tracks and pursues a target. US Customs and Border Protection has bought thirty-three of the same drones since July.
The AI system behind Skydio drones is powered by Nvidia chips and enables their operation without a human user. The drones have thermal imaging cameras and can operate in places where GPS doesn’t work, so-called ‘GPS-denied environments.’ They also reconstruct buildings and other infrastructure in 3D and can fly at more than 30 miles per hour.
The New York police were early adopters of Skydio drones and are particularly enthusiastic users. A spokesman recently told a drone news website that the NYPD launched more than 20,000 drone flights in less than a year, which would mean drones are being launched around the city 55 times per day. A city report last year said the NYPD at that time was operating 41 Skydio drones. A recent Federal Aviation Authority rule change, however, means that number will undoubtedly have increased and more generally underpins the massive expansion in the use of Skydio drones.
🔗 https://thegrayzone.com/2025/11/02/drones-gaza-spying-us-cities/
🇺🇸 #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...
