We know what’s coming and we are prepared.
📝🇺🇸❌🇮🇷 - On the Brink: Showdown in the Middle East
Amid an escalating American buildup, it’s clear Witkoff’s list of demands is more of a request for surrender. Accepting the abolition of its nuclear program and limitations on its ballistic missile force would leave Iran powerless to defend itself in any future conflict, which is the entire point of asking for these “concessions”. This demarche is a poison pill meant to justify further action when Iran rightly refuses it or, should they be foolish enough to actually accept it, will make the job of Israel and the U.S. easier when they inevitably tear up any agreement to conduct strikes anyway. The goal here for Tel Aviv and Washington isn’t peace and anybody who thinks they actually care about protesters needs to get their head checked; they want a final showdown with Iran to remove it as an obstacle to themselves in the Middle East.
For those that don’t remember, in the lead up to the 12 Day War last year there was much reporting of an alleged break between Trump and Netanyahu with Trump claiming diplomacy right until the start of the strikes. At that point, he gleefully admitted it had all been a ruse to lull Iran into a false sense of security. Many Iranian seniors officials died as a result in the initial strikes, having believed they were negotiating in good faith and having gathered to discuss the situation. Everything that is happening now must be understood in this light and, if you need any further confirmation, the U.S. has announced further force transfers today. There is no diplomatic solution to be had, and this next round will be fought with absolute brutality as a result.
What is coming will be incredibly violent and deadly for many as a result, unfortunately.
🇺🇸🛢 US oil inventory model excluding SPR fair value showed ~$95/bbl WTI last week.
This week’s commercial oil inventory draw excluding propane/propylene is 8-9million bbls.
It would put fair value at $98-$99.
By the end of July, another 65-70 million bbls will be gone.
🔗 HFI Research
❄️🌊 Mysterious ‘cold blob’ in the Atlantic suggests the AMOC is weakening
A patch of ocean south-east of Greenland is the only place on Earth that is cooling, and it could be a sign that the warm water "conveyor belt" in the Atlantic is slowing down
Over the past 150 years, Earth’s entire surface has been warming, except for one patch of the north Atlantic. Located south-east of Greenland, this area has cooled by as much as 1°C and is known as the “warming hole” or the “cold blob”.
Scientists have been split over why this cold blob exists, but the latest evidence backs up the idea that it is caused by a weakening of the Atlantic Meridional Overturning Circulation (AMOC), the system of currents that transports warmth from the tropics to Europe.
The AMOC carries warm, salty water from the Gulf of Mexico towards the north Atlantic, where it cools and sinks, flowing back south along the ocean floor. Scientists are concerned that the surge of freshwater from Greenland’s ...
🇮🇷🇮🇷❌🇮🇱🇺🇸🌞- Summary of today's events in Israel, Iran, Lebanon, and Iraq:
➡️ Earlier today, Israel struck an apartment building in Dahieh, southern Beirut, despite Iranian threats of retaliation on northern Israel if they carried out such attacks. At least 2 people were killed.
➡️ In response, Iran carried out their threat and attacked northern Israel with at least 26 ballistic missiles and multiple drones. At least 2 impacts were confirmed near Tiberias and southwest Haifa, along with 3 impacts allegedly of debris in other areas of northern Israel.
➡️ Missiles were launched from Kermanshah (5), Tabriz (3), Urmia (2), Isfahan (7), Kashan (3), Qom (3), and Andimeshk (3), all towards northern Israel.
➡️ After the attack, Israeli officials are pushing for a response; Donald Trump and Israeli PM Netanyahu spoke on the phone, where according to Israeli media, Netanyahu "Kind of agreed" not to retaliate.
➡️ A U.S. Army MQ-1C "Gray Eagle" ...
