We know what’s coming and we are prepared.
đź’˘List of Trump's 28 points for resolving the conflict in Ukraine, according to some sources;
1- Ukraine enshrines non-alignment and rejection of NATO membership in its Constitution, and NATO confirms permanent rejection of Ukraine’s membership.
2- The size of the Ukrainian Armed Forces is limited to 600,000 personnel.
3- Ukraine remains a non-nuclear state.
4- Crimea, Donetsk, and Luhansk are recognized as de facto Russian territories.
5- Kherson and Zaporizhzhia regions are frozen along the current front line;Some territories become a demilitarized zone de facto under Russian control.
6- Both sides commit not to change borders by force.
7- NATO will not deploy troops in Ukraine.
8- NATO fighter jets are stationed in Poland.
9- Security dialogue between the USA, NATO, and Russia, with the creation of a US-Russian working group.
10- Russia legally confirms a policy of non-aggression toward Ukraine and Europe
11- USA and Europe launch a large investment package for Ukraine’s reconstruction.
12- $100 billion of frozen Russian assets go toward Ukraine’s reconstruction, with the USA receiving 50% of the revenue.
13- Europe adds another $100 billion.
14- The remaining frozen Russian assets go to joint US-Russian projects.
15- Creation of a Ukraine Development Fund investing in infrastructure, resources, and technology.
16- Gradual lifting of sanctions on Russia.
17- Russia’s return to the G8.
18- Long-term economic cooperation between Russia and the USA.
19- An all-for-all exchange, returning civilians and children.
20- Humanitarian programs and family reunifications;Educational programs promoting tolerance.
21- Restarting the Zaporizhzhia Nuclear Power Plant under IAEA supervision, with electricity split 50/50 between Russia and Ukraine.
22- USA assists with restoring Ukraine’s gas infrastructure.
23- Ukrainian presidential elections held 100 days after signing the agreement.
24- Full amnesty for all participants in the war.
25- The agreement is legally binding.
26- Oversight by a Peace Council headed by Donald Trump
27- Violations of the agreement result in sanctions.
28- Immediate ceasefire and troop withdrawal to agreed positions follow the signing.
🇺🇸 #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.
đź”— ...
🛢 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...
