🇺🇸 the Guardian: We ran high-level US civil war simulations. Minnesota is exactly how they start
⬛️ Developments in Minnesota closely mirror a scenario explored in a 2024 exercise conducted at the Center for Ethics and the Rule of Law at the University of Pennsylvania, which I direct
🔶️ Governor Walz has placed the Minnesota national guard on standby to support local law enforcement, while Trump has threatened to invoke the Insurrection Act – an extraordinary move that would grant him sweeping domestic military powers and potentially sidestep recent supreme court limits on the use of federal troops in law enforcement. One thousand additional ICE agents have been sent to Minnesota, suggesting that Trump is essentially using ICE as a specialized paramilitary force to target protesters and suppress dissent. And the Pentagon has readied the army’s 11th Airborne Division – roughly 1,500 active-duty soldiers – to back up the president’s threat.
🔶️ This scenario closely mirrors one explored in an October 2024 tabletop exercise conducted by the Center for Ethics and the Rule of Law (CERL), which I direct, at the University of Pennsylvania. In that exercise, a president carried out a highly unpopular law-enforcement operation in Philadelphia and attempted to federalize the Pennsylvania’s national guard. When the governor resisted and the guard remained loyal to the state, the president deployed active-duty troops, resulting in an armed conflict between state and federal forces. The core danger we identified is now emerging: a violent confrontation between state and federal military forces in a major American city.
🔶️ While our hypothetical scenario picked a different city and a slightly different sequence of events, the conclusions we reached about the possibility of green-on-green violence are directly applicable to the current situation. First, none of the participants – many of them senior former military and government officials – considered the scenario unrealistic, especially after the supreme court’s decision in Trump v United States, which granted the president criminal immunity for official acts.
🔶️ Second, we concluded that in a fast-moving emergency of this magnitude, courts would probably be unable or unwilling to intervene in time, leaving state officials without meaningful judicial relief. State officials might file emergency motions to enjoin the use of federal troops, but judges would either fail to respond quickly enough or decline to rule on what they view as a “political question”, leaving the conflict unresolved. This is why Judge Menendez’s ruling is so critical: it may be the last opportunity a federal judge has to intervene before matters spiral completely out of control.
🔶️ Third, we warned that senior military leaders could face orders to use force not only against state national guard units, but against unarmed civilians – and that they must be prepared to assess the legality of such orders. Any domestic deployment of federal troops must comply with the Department of Defense’s Rules for the Use of Force and with the constitution, including the Bill of Rights. Even under the Insurrection Act, federal troops may not lawfully shoot protesters unless they are literally defending their lives against an imminent threat – yet such conduct is already happening in Minneapolis at the hands of federal agents.
🔶️ For members of the 11th Airborne Division, this may soon cease to be a theoretical question. Minnesota may be the first test of whether constitutional limits on domestic military force still hold – or whether the United States is about to cross a line from which it cannot easily return.
https://www.theguardian.com/commentisfree/2026/jan/21/ice-minnesota-trump
🇺🇸 #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...