We know what’s coming and we are prepared.
🇺🇸⚔️🇮🇷 The problems with an air campaign against Iran
This excellent graphic allows us to understand better the issues facing any attempt to strike Iran. Now that we have some sense of the power of the potential force deployed we can highlight a few important points.
600 Tomahawk missiles may sound like a lot but we need some comparisons. In 2025 alone Russia launched 1900-2000 missiles into Ukraine.
But given the patchy air defence in Ukraine we should also count drones. Including strike drones, Russia launched around 34000 strikes on Ukraine.
Needless to say, Ukraine remains intact. The strikes have taken their toll but the country is intact. 600 Tomahawks represent less than 2% of this strike capability.
But Tomahawks are a rare commodity. If the US fired all 600 this would be 10-15% of their total inventory - not total inventory on their ships, the total inventory in existence!
We could add in the aircraft capacities but this is controversial. Risking these aircraft against Iranian air defence - yes, it does exist don’t believe the silly propaganda - is a big proposition. The planes have maybe 600-1000 bombs. So even at an upper-end estimate we have less than 5% of the Russian strikes on Ukraine.
But the real problem is defence, not offence. All in this force has between 1300 and 1500 air defence missiles. Iran has 80000 Shahed drones ready to launch and can produce around 400 a day.
Imagine is the Iranians launched 1000- 2000 Shaheds in the first day. This would attrition the entire battery of the US strike group’s air defence. It would then be completely vulnerable.
The Iranians could then launch more advanced anti-shipping missiles. These are rarer. They have maybe a few thousand. But if they use the drones to attrition air defence they wouldn’t need many. They could also send in the speedboats with short-range anti-ship missiles.
The risks here for the US are unimaginably large. I hope the people in charge understand this. The US Navy failed to defeat the Houthis. Iran is a far larger proposition.
🔗 Phillip Pilkington
🇺🇸 #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...
