03-01-26 victor
US President Donald Trump has several “off ramps” that he can take to end Operation Epic Fury, Trump told Axios on Saturday.
"I can go long and take over the whole thing, or end it in two or three days and tell the Iranians: 'See you again in a few years if you start rebuilding [your nuclear and missile programs]," Trump said.
"In any case, it will take them several years to recover from this attack." |
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03-01-26 victor
| Khamenei's daughter, grandchild, daughter-in-law, and son-in-law were killed in US-Israeli strikes, Iranian state media reported on Sunday. |
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03-01-26 spal
If the Regime Flips Quickly: The Strait of Hormuz could be re-opened in weeks, not months. This would cause a violent "Gap-Down" in tanker rates as the war-risk premium evaporates.
If the IRGC Digs In: We are looking at a Civil War scenario. This is the "Scarcity Supercycle" for your tankers. A prolonged civil war in Iran keeps 3 million barrels of oil per day off the market and keeps the Strait a "No-Go Zone," potentially pushing VLCC rates past $350,000/day.
Next Step: Is to monitor for any reports of "Internet Blackouts" or "Starlink Activations" in Tehran tonight.
This is the classic signal of a "CIA-led Coordination Phase." |
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03-01-26 spal
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03-01-26 spal
Carib - yes - the strategy of the US/ Israel is decapitation and specifically regime change. This does mean that the Iranians need to take the fight to the streets.
On February 24, 2026—just four days ago—the CIA released a rare, high-production Farsi-language appeal across X, YouTube, and Telegram.
The agency needed to confirm the exact GPS coordinates and "Pattern of Life" data for the meetings that took place this morning.
It is highly probable that special activities teams are already on the ground in the Sistan-Baluchestan and Kurdistan provinces—areas already prone to rebellion (CIA / Mossad).
Now we wait for a "previously unknown" group of "Moderate" Iranian military officers (quietly vetted by Langley over the last year) to appear on a video stream claiming to have "secured the capital" for the people.
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03-01-26 carib
SPAL: thanks.
I hope this will not stop until the regime utterly collapses or gives up entirely. |
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03-01-26 spal
Counter-Reaction Watch (The "Top" Signal)
Even in a theater war, the "blow-off top" will occur. Watch for these signals:
US Strategic Petroleum Reserve (SPR) Massive Release: If the Trump administration announces a 1.5M bpd+ release to suppress prices, the "Scarcity Trade" will temporarily cool.
Hormuz "Safety Corridor" Established: If the US Navy successfully minesweeps and establishes a "Destroyer-Escorted" convoy system through the Strait, war-risk premiums will drop 50% in 24 hours.
Refinery "Economic Shutdown": If Brent stays at $130+ for 10 days, Asian refineries (Japan/Korea) will cut runs. Fewer barrels refined = lower demand for tankers. |
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03-01-26 spal
Spot Crude Oil Freight Rates (VLCC)
Close to Exceeding the Historical High = 300,390 USD
Current Price: 218,150.00
Expected to Open with a Significant Increase for Spot Crude Oil Freight Rates (VLCC) Following the War Events Against Iran and the Rise in Marine Insurance Costs |
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03-01-26 spal
Carib - the main success concerning protecting the Straight was the crippling of Oghab-44. This is where they have attack aircraft (that would have been sent after tankers etc) in bunkers deep in the mountains. The runway was greatly impaired and several of the 4 main tunnel doors have been collapsed. This means that Iran is now reduced to a fast diminishing supply of fast boats and mobile batteries to harrass shipping ... and of course the Houthis.
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03-01-26 carib
| Iranian president apparently also killed this morning, according to IRNA. |
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03-01-26 carib
| Larijani apparently survived. |
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03-01-26 carib
| I hope the US will sink anything that floats, coming from Iran in the Hormuz area. |
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03-01-26 carib
| He got what he deserved, even if late in life. |
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03-01-26 victor
Varios medios estatales iraníes están confirmando la muerte del líder supremo de Irán, el ayatoláa Alí Jamenei.
“El líder supremo de Irán ha alcanzado el martirio”, informó el canal estatal IRIB la mañana del domingo. |
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03-01-26 spal
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02-28-26 carib
Ali Larijani, who has been Khamenei's stand-in to run the country in recent weeks, as the ayatollah went underground to try to avoid assassination, may also have been killed.
Ali Shamkhani, another top security aide to Khamenei for over a decade, has been confirmed killed, though he was also thought to be killed in the June 2025 Operation, and at that time survived.
Islamic Revolutionary Guard Chief Gen. Mohammad Pakpour, who just recently replaced his predecessor who was killed in June 2025, has been confirmed killed.
Esmail Qaani, who replaced the infamous Qasem Soleimani aas head of the feared IRGC Quds Force after he was assassinated in 2000, could have been killed in the same attacks.
Iran army military chief, Abdolrahim Mousavi, who also replaced his predecessor who was killed in June 2025, also may be dead.
The Defense Minister for Iran, Amir Nasirzadeh, is also among the top officials confirmed assassinated.
Two top Iranian nuclear officials tied to its SPND program are also confirmed assassinated.
(Jerusalem Post) |
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02-28-26 carib
What about the iranian President?
Survived the attack? |
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02-28-26 victor
carib, it is
//
Khamenei, one of the most evil people in History, is dead. This is not only Justice for the people of Iran, but for all Great Americans, and those people from many Countries throughout the World, that have been killed or mutilated by Khamenei and his gang of bloodthirsty THUGS. He was unable to avoid our Intelligence and Highly Sophisticated Tracking Systems and, working closely with Israel, there was not a thing he, or the other leaders that have been killed along with him, could do. This is the single greatest chance for the Iranian people to take back their Country. We are hearing that many of their IRGC, Military, and other Security and Police Forces, no longer want to fight, and are looking for Immunity from us. As I said last night, “Now they can have Immunity, later they only get Death!” Hopefully, the IRGC and Police will peacefully merge with the Iranian Patriots, and work together as a unit to bring back the Country to the Greatness it deserves. That process should soon be starting in that, not only the death of Khamenei but the Country has been, in only one day, very much destroyed and, even, obliterated. The heavy and pinpoint bombing, however, will continue, uninterrupted throughout the week or, as long as necessary to achieve our objective of PEACE THROUGHOUT THE MIDDLE EAST AND, INDEED, THE WORLD!
Thank you for your attention to this matter.
PRESIDENT DONALD J. TRUMP |
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02-28-26 carib
| Victor: hope the report is correct. |
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02-28-26 victor
WHY THIS WAR IS PROPHETIC TIMING.
The war with Iran is one of bible proportions and if you’re not paying attention you should be.
https://x.com/indianaftali/status/2027828652419752177
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02-28-26 victor
for everybody !!
Israel has confirmed Iran’s supreme leader killed in strikes, Israeli sources say |
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02-28-26 pillz
for Schpal:
Bloomberg Intelligence analysts Kenneth Loh and Lindsay Chen note that crude-oil tanker shipping rates, already up 767% on the year, are set to climb even further, providing a boost for operators like Cosco and Frontline:
“At least three supertankers -- including one operated by NYK -- halted Hormuz transits after the airstrikes, Bloomberg tracking data show, suggesting tanker operators’ growing concerns about safely traversing the waterway.” |
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02-28-26 victor
The Israeli army has said about 200 fighter jets have struck Iranian missile and air defense systems in western and central Iran.
It described the operation as the “largest military flyover in the history” of its air force. The military said the fighter jets dropped hundreds of munitions targeting about 500 objectives, including aerial defense systems and missile launchers across several locations in Iran, simultaneously. |
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02-28-26 spal
Tanker Schtocks are the New Bitcoin ...
... Captain Schpal |
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02-28-26 spal
Ed Finley–Richardson
@ed_fin
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5h
“From a tanker market perspective, it appears that whatever happens, there is little risk that freight rates will go down as a result. The tanker market is already very tight, and rates are near historic highs. Under these circumstances, the risk is to the upside.” |
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02-28-26 spal
| QATAR ASKS VESSELS TO TEMPORARILY SUSPEND MARITIME NAVIGATION |
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02-28-26 spal
Ed Finley–Richardson
@ed_fin
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1h
TANKER STOCKS EXPECTED TO SOAR TO NEW 52 WEEK HIGHS ON MONDAY I BET YOU WISH YOU OWNED MORE NOW DON'T YOU WELL YOU CAN'T SAY I DIDN'T WARN YOU EVERY DAY FOR THE PAST FIVE YEARS
===
And this is with US restraint on Iranian energy assets ... so far. |
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02-28-26 victor
| The Israeli army has announced a new wave of attacks against Iran, saying it is striking missile launch sites and defence systems in central Iran. |
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02-28-26 spal
U.S. Navy says it can't protect all merchant ships in Persian Gulf after Iran strikes. Oil majors just suspended shipments through Hormuz, 21M barrels/day at risk.
VLCC rates going vertical. |
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02-28-26 spal
| Guys ... hope you loaded tanker stocks ... |
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02-28-26 spal
| Saudi Arabia 🇸🇦 joining the US and Israel in the war against the Islamic regime in Iran |
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02-28-26 victor
carib, so what do you think of TACO now?
do you still agree with TACO?
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02-28-26 victor
| The Israeli army said its air force has begun new air strikes targeting “missile launchers” in Iran. |
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02-28-26 victor
| Iran’s Supreme Leader Ayatollah Ali Khamenei will speak within minutes, Iran’s Al-Alam TV reported. |
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02-28-26 spal
US bases in the MidEast attacked by Iranian missiles
According to Fars News, the following bases were hit:
🔸Al Udeid Air Base in Qatar
🔸Al Salem Base in Kuwait
🔸Al Dhafra Air Base in the UAE
🔸US 5th Fleet Base in Bahrain |
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02-28-26 spal
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02-28-26 spal
Ali Shamkhani, one of Khamenei's closest advisors and one of the regime's highest ranking figures, is dead.
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02-28-26 spal
| AIR DEFENCES ACTIVATED IN IRAN'S SHIRAZ - IRIBB |
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02-28-26 victor
| https://truthsocial.com/@realDonaldTrump/posts/116147082884192486 |
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02-28-26 victor
| Prime Minister Benjamin Netanyahu has boarded Israel’s Wing of Zion plane and is exiting Israeli airspace heading to a “secure location” according to Israeli media. |
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02-28-26 victor
A US official says the US strikes are currently focused on military targets, but declined to elaborate citing an ongoing operation.
Another US official said the goal of the strikes is to address the Iranian military threat and protect US forces. The US put in place measures to protect US military personnel in the region ahead of the action, the first official said. |
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02-28-26 victor
| US and Israel carrying out strikes against Iran |
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