03-04-26 patient-trader
Update: Sri Lanka responds to distress call from Iranian ship IRIS Dena
https://www.dailymirror.lk/breaking-news/Update-Sri-Lanka-responds-to-distress-call-from-Iranian-ship-IRIS-Dena/108-334380
The US strikes Iranian vessels as far as Sri Lanka. |
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03-04-26 panasonic
Leo, 100%
If a new leader in the line of Rouhani is appointed, we could save lives and time, in'shallah. |
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03-04-26 leopardo
| of course it will dipend from the lenght of Iranian conflit... |
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03-04-26 panasonic
| Leo, JPM latest review $120 |
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03-04-26 leopardo
Oil wti price forecast anyone?
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03-04-26 patient-trader
Trump offending European NATO partners with threatening to take Greenland and then complaining that Europeans are not supportive enough to the US during the Iran war is just stupid. Same, as not filling up oil reserves before attacking Iran.
Also, the idea that the US can escort vessels through the strait is silly. All it takes is some smallish drone to disable an oil tanker. |
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03-04-26 leopardo
| Spal where do you think oil wti will go? |
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03-04-26 victor
why didnt the usa evacuate these people before the attacks?
was it because the usa wasn't expecting iran to retaliate?
according to dt on day 1, the iranians wanted to make a deal.
bs ???
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EE.UU. lucha por evacuar a estadounidenses mientras atacan sus bases en Medio Oriente |
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03-04-26 spal
The AN/FPS-132 is a strategic-level asset. It provides the 360-degree, 5,000km detection that allows Patriot and THAAD batteries to "see" incoming threats from deep within Iranian territory.
+1
The Damage: Imagery shows a massive breach in the geodesic white dome. The Pentagon has confirmed that a drone/missile struck the Modernized Enterprise Terminal (MET) housed within.
The Strategic Hit: While the U.S. has space-based infrared redundancy, losing this ground-based node removes the "persistent tracking" needed for terminal-phase interceptions. This makes every other asset in the Gulf significantly more vulnerable to the next wave of "Operation True Promise 4." |
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03-04-26 spal
The greatest Secretary of State Marco Rubio just said America is about to "UNLEASH CHIANG" on Iran in the coming hours and days.
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03-04-26 spal
| SOUTHCOM announces joint U.S.-Ecuadorian operations against "Designated Terrorist Organizations" inside Ecuador. |
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03-04-26 spal
And here we go: Korea halted for 20 minutes
*CIRCUIT BREAKER TRIGGERED AFTER S. KOREA'S KOSDAQ PLUNGES 8% |
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03-04-26 spal
| Saudis will stop production; 10 mbpd, 10% of global production. Nowhere to put the oil. |
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03-04-26 savo
monumental f*ch-up
Telegrah-
Energy markets will force Trump to end his reckless war very soon
The president promised to fill the US strategic petroleum reserve ‘right to the top’ when he took office. He didn’t
International Business Editor Ambrose Evans-Pritchard
Published 03 March 2026 2:50pm GMT
It is more than a little careless for Donald Trump to hurl the Middle East into chaos without first filling up the US strategic petroleum reserve. Stocks are near their lowest level in 40 years.
It is even more careless to launch this war of choice when the Gulf’s oil industry lacks the pipeline infrastructure to replace dependence on shipping through the Strait of Hormuz and when there is zero spare capacity in the rest of the world.
Jim Burkhard, the head of oil markets at S&P Global Energy, said the war threatens to set off the worst oil supply crisis of the modern age, outstripping even the Arab oil embargo of 1973 or the first Gulf War in 1990. Never before has Iran shut down the choke point controlling a fifth of the world’s oil and seaborne gas supply.
“If the reduction in tanker traffic continues for a week or so it will be historic. Beyond that it would be epochal for the oil market,” he said.
Not a single tanker of liquefied natural gas (LNG) has run the gauntlet through the strait since the war began. The cargo tracking group Vortexa warned that there is no way of replacing the supply from Qatar.
“Destruction in the LNG market will be immediate and immense,” it said.
A few oil tankers have made it through but that trickle is unlikely to continue after the Revolutionary Guard Corps vowed to “burn any ship” that moves in or out of the Gulf.
Lloyd’s List said tanker rates on the VLCC index have exploded to $420,000 (£316,000) a day but that is academic because the route is now uninsurable. Helima Croft, from RBC Capital, said the Middle East’s energy exports are essentially “stranded assets” until the US comes up with a plan to protect shipping.
She advised markets to expect “cascading outages” of critical supplies. This risks pushing crude prices through $100 a barrel, catching up with the wild spike already seen in the European gas market where benchmark TTF contracts have almost doubled since mid-February.
Goldman Sachs says global LNG prices could double again from here to $25 per million British thermal units.
Should that happen, Europe faces a ruinous bill refilling its heavily depleted gas stocks in time for next winter, with much of the windfall revenue going to US shale gas frackers and liquefaction companies. Do we gnash our teeth or scream?
The US navy was able to protect flows through the Gulf with convoys during the “tanker war” of 1987-1988 – but that was to ship crude going mostly to the US and Europe. To do so today would be to protect supplies headed for China and India.
Experts know that the precise destination of each ship scarcely matters for the global price. Oil and LNG gas are fungible commodities, subject to instant arbitrage on electronic markets. But it would be very hard for Trump to explain to his Maga base why he has got America entangled in a war where US warships must escort tankers going to Shanghai.
The problem is larger than the Strait of Hormuz in any case. Drone attacks by Iran have forced the closure of Qatar’s LNG export terminal at Ras Laffan, as well as the Saudi oil refinery at Ras Tanura. This is a foretaste of what could come as drones change the nature of modern warfare.
The Trump administration is learning the hard way that swarms of cheap drones can quickly exhaust the US arsenal of expensive air defence interceptors, a form of asymmetric attrition known as “firing gold at plastic”. The US is reportedly wasting Patriots worth $4m – badly needed in other theatres – to shoot down $20,000 Shahed-136 drones.
What we don’t know is whether Iran has been able to shield a reserve of its most destructive drones for later attacks on Saudi Arabia’s energy infrastructure. The dangers are obvious.
The world’s greatest concentration of oil pipelines and processing facilities lies around Abqaiq in a region with a large population of marginalised Shia Muslim Arabs, a community with longstanding religious ties to Iranian clergy. These plants have been attacked before by Iranian proxies and sleeper cells. Ayatollah Ali Khamenei may get his posthumous revenge.
It is astonishing that Trump precipitated this energy crisis so badly prepared at home.
He promised to fill the US strategic petroleum reserve “right to the top” when he took office. Yet he failed to do so even when prices were low and the cycle was his friend.
The reserve remains heavily depleted at 415 million barrels. The US energy department says the minimum “safe” level in peacetime is around 500 million barrels.
Meanwhile, China has been filling its strategic reserve at a blistering pace of one million barrels a day for the last year. It has ordered commercial companies to fill their inventories as well. The country has at least 1.5 billion barrels in storage.
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The giant stockpile is intended to reduce US energy leverage in a conflict over Taiwan but it serves perfectly to cushion the blow from Trump’s Gulf war instead. Xi Jinping can comfortably tough out a global oil shock for longer than Trump can endure the political heat of exorbitant petrol prices in America.
Iran’s Revolutionary Guards know this and – if they can survive – have every incentive to hunker down until Trump reaches his pain threshold. They know that he has no tolerance for oil prices anywhere near $100 a barrel in an election year, and no political tolerance for US military casualties.
They know that he launched this war without consulting Congress or making a plausible case to the American people and against the protest of allies. He did so at the behest of Israel’s Benjamin Netanyahu and on the basis of claims invented on the hoof and mostly in flat contradiction of earlier assessments by US intelligence agencies.
Trump said he had to act in the face of “imminent threats” to the US but none is believable. The prize for the most daring lie goes to his negotiator Steve Witkoff, who said Iran was “probably a week away from having industrial grade bomb-making material”.
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Were we not told that the Fordow nuclear site had been “obliterated” last June by 14 bunker busting bombs?
Trump says the military onslaught will continue for four to five weeks, or longer: until all his objectives, whatever they may be, are achieved.
One moment he is exhorting Iran’s youth to go out into the streets and brave the live fire of the “basij” militia. We have seen that murderous movie before, in Hungary in 1956, or with Iraq’s Marsh Arabs in the first Gulf War.
The next moment, Trump is mulling the idea of keeping the killing machine in place after all, invoking the Venezuela model of decapitation and co-option as the “perfect, perfect solution”.
Either way, the Iranian regime has agency of its own. The replacement head of the Revolutionary Guard is the hardest of hard-liners, the furthest you could imagine from Venezuela’s pliant and biddable Delcy Rodríguez.
My assumption is that Trump will be forced to the table long before those four weeks are up – and perhaps within days – and will present a partial retreat as a giant victory.
For the 80pc of the global population living in countries that depend on net oil and gas imports, this wild episode is an unanswerable reminder of why it is folly to rely on a costly and technologically obsolete source of energy from the least stable region of the world.
China will accelerate its push for renewable and nuclear power and the total electrification of land transport. So will much of Asia. So will most of Europe since it does not wish to depend on Trump’s LNG for a moment longer than it has to.
The biggest casualty of all is going to be the global oil and gas industry.
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03-03-26 savo
the worst sec of defense ever
March 2, 2026 3:09PM
The Secretary of Defense Is Misleading the American People
By Benjamin Giltner
General Dan Caine and Secretary of Defense Pete Hegseth finished a joint press conference this morning. Hegseth stated that the goal of the military operation against Iran is “not regime change,” that America’s objectives in this war are clear, and insisted that this administration will avoid getting pulled into a drawn-out conflict. The Secretary of Defense is misleading the American people.
First, it is unclear why the United States struck Iran in the first place. The US was not in imminent danger. Iran cannot strike the United States, as it possesses no intercontinental ballistic missiles. There remains little evidence that Iran was close to a nuclear weapon. If Iran was unwilling to negotiate a nuclear treaty, which the first Trump administration wrecked, taking out their leadership apparatus is not the way to get a “peace” deal.
If anything, Americans are now in more danger from this war than they were before.
Second, the notion that this administration will conduct, frankly, regime change wars better and more efficiently than past administrations is hubris of the highest order. Mr. Secretary, what administration has wanted a drawn-out war in the Middle East? Nations, especially the United States, want quick and decisive results in war. It saves munitions, money, and most importantly, lives. The Johnson administration initially sought to avoid ground troops in Vietnam. The George W. Bush administration also did not want to nation-build in Iraq, having heavily criticized the Clinton administration for doing so in Bosnia and Kosovo.
And if this operation is not about regime change, why did the United States and Israeli militaries kill Iran’s head of state and scores of their leadership apparatus? If, say, China or Russia killed our president and executive officials, I think Americans would rightly see this as regime change. Obviously, Ali Khamenei was a bad man. A three-year-old can make this sort of argument. There are a lot of bad people in this world, but this doesn’t mean that the United States can or should attack everywhere and kill all of them. The consequences, even the unintended ones, must be thought through before conducting military operations. And in this, the administration has failed.
Despite Secretary Hegseth’s insistence, America’s objectives in this war remain unclear. It is easier to start wars than it is to stop them. Without tangible and achievable objectives, there can be no exit strategy. The longer a nation is involved in a war and the more its military escalates, the faster its windows of opportunity for exiting close. Iran has and will continue to strike back, leading to further unknown consequences.
Already, four Americans have been killed. Should more die and should violence escalate in the region, which it already has, the Trump administration will feel a need to respond in kind. This escalation would then put the ball back in Iran’s court, where they would likely escalate given the existential crisis to Tehran’s government, and on and on they go. In other words, these are all “unknown unknowns.”
There are so many ways that this military operation can go wrong and so few ways it can go right. Who will take over Iran if the regime should fall? If Iran’s ballistic missiles and supposed nuclear capabilities are truly a threat to the United States, how can the Trump administration be sure that both are incapacitated without sending in ground troops? These basic questions remain unanswered.
The Secretary of Defense should stop manipulating the American people by saying this operation is not regime change and it is “common sense.” Yours and the president’s job is to think through the consequences of your actions, especially in foreign and military policy. Both have failed in this duty.
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03-03-26 victor
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03-03-26 savo
victor... Delcy is not my "heroína" .. it is Trump's heroina .. he was the one putting her there...
But you know my theory... there was no military operation... Delcy, Disodado and Jorge offered to hand Maduro over and the US just went there to pick him up.
With Maduro in jail.. Trump would have the excuse to U-turn and start lifting sanctions.
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03-03-26 carib
50BB annually for Spain minimum decent figure.
in line with NATO commitments, btw |
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03-03-26 victor
spal :-)))
Bruselas defiende a España ante las amenazas de Trump y asegura que “protegerá” los intereses de la UE
La Comisión Europea emplaza a Estados Unidos a “cumplir los compromisos” del acuerdo comercial alcanzado en julio por el cual el techo arancelario se fijó en un 15%
Bruselas ha salido en defensa de España después de que el presidente de Estados Unidos, Donald Trump, haya asegurado que cortará "todo el comercio" con el Estado español por su negativa a usar las bases de Rota y Morón en su guerra contra Irán. La Comisión Europea ha vuelto a reafirmar que las competencias de comercio están en manos del Ejecutivo comunitario y que se encargará de que “los intereses de la Unión Europea estén completamente protegidos”.
Ante estas nuevas amenazas, la Comisión Europea -que ostenta las competencias comerciales-, ha dado una respuesta diplomática en defensa de España. El portavoz comunitario de Comercio, Olof Gill, ha asegurado a La Vanguardia que “la posición de la UE no ha cambiado” y ha recordado dos comunicaciones recientes del Ejecutivo comunitario del domingo 22 de febrero. La primera, que Bruselas espera que EE.UU. “cumpla los compromisos” del acuerdo comercial que alcanzaron ambas partes en julio, por el que establecían un arancel máximo del 15% para todos los productos europeos.
La segunda, que la Comisión “siempre asegurará que los intereses de la UE están completamente protegidos”. Se trata de una respuesta parecida a la que ya emitió en las otras ocasiones en que Trump amenazó a España por no invertir suficiente en defensa.
Este pronunciamiento de la institución comunitaria se asemeja al que emitió el pasado mes de octubre cuando Trump amenazó con imponer aranceles a España por no cumplir con el objetivo del 5% de gasto en defensa. Entonces, la UE manifestó que actúan “en nombre de todos los Estados miembros” y que respondería “adecuadamente ante cualquier medida tomada” contra alguno de los 27.
Así pues, desde la Comisión Europea emplazan al país estadounidense a respetar el acuerdo comercial alcanzado en julio por el que se fijaba un techo del 15% de aranceles a los productos de la zona comunitaria europea. Desde esta perspectiva, Estados Unidos no puede imponer aranceles a España exclusivamente, puesto que los tratados comerciales se negocian con la Comisión Europea.
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03-03-26 victor
| pana, tu novia sera la proxima presidenta de vz :-)) |
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03-03-26 victor
spal, here is sanchez' response.. we don't care about a us trade embargo.
//
Spain baulks at Trump’s threat to cut off all trade over bases
The Spanish government has responded to US President Donald Trump’s threat to cut off all trade with Spain after Madrid refused to let the US military use its bases for missions linked to strikes on Iran.
“We have the necessary resources to contain the possible impact of the trade embargo by the US,” it said in a statement. “The US must comply with international law and bilateral EU-US trade agreements.”
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03-03-26 panasonic
"starting with spending at least 500BB euros a year, intelligently and efficiently, for her defence."
Sanchez should come up with at least 50BB :-))) |
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03-03-26 panasonic
Bad news on Delcy :-(
She was my preferred candidate as new leader in Iran "Delcytollah Rodeini", well not everything can be perfect, pana back to his drawing board. |
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03-03-26 carib
Israel will remove the entire Shiite axis threat led by Iran and Hezbollah, IDF Chief of Staff Lt.-Gen. Eyal Zamir said Tuesday night during a visit to an IDf air defense command center.
During a visit with Air Defense Chief Brig. Gen. "K" to battalion 947 of the air defense apparatus, Zamir said that the current conflict has morphed from seeking regime change in Iran to also finishing off Hezbollah as a decades-long threat to Israel.
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03-03-26 carib
| interesting news on Delcy.. |
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03-03-26 carib
| Savo: Europe has a role to play.. starting with spending at least 500BB euros a year, intelligently and efficiently, for her defence. |
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03-03-26 victor
savo, tu heroina, Delcy "Heroina" Rodriguez, tendra cargos por trafico de heroina ?? :-)))
//
La Fiscalía de EE.UU. prepara cargos contra Delcy Rodríguez tras años en el radar de la DEA como objetivo prioritario
Reuters revela la inminente acusación por corrupción y lavado; AP confirma que lleva años bajo investigación y ABC adelantó el informe de la DEA sobre los negocios de su entorno
La Fiscalía federal en Estados Unidos prepara discretamente una acusación penal contra Delcy Rodríguez por corrupción y lavado de dinero, según una exclusiva de Reuters, en un movimiento que convierte el frente judicial en una pieza más de la presión política de la Administración Trump sobre la nueva etapa venezolana. La agencia sostiene que el Departamento de Justicia trabaja en el escrito de cargos con el respaldo del presidente y que la acusación puede funcionar como palanca para condicionar decisiones en Caracas.
Ese giro no nace de la nada. Associated Press (AP) publicó en enero que Rodríguez lleva años en el radar de la DEA y que en 2022 fue catalogada como «objetivo prioritario», una etiqueta interna reservada para sospechosos considerados de alto impacto en el narcotráfico. AP sostiene que la agencia acumuló un expediente de inteligencia desde al menos 2018, con asociados y alegaciones que van desde tráfico de drogas hasta contrabando de oro, y que su nombre aparece en casi una docena de investigaciones de la DEA, algunas aún abiertas, repartidas entre oficinas en Estados Unidos y en el exterior.
Según AP, un confidente llegó a señalar en 2021 que hoteles en Isla Margarita se usaban «como frente» para lavar dinero, y la pieza vincula a Rodríguez en distintas líneas de interés, incluida su proximidad al empresario Alex Saab, figura central en el entramado de negocios del chavismo y durante años foco de investigaciones estadounidenses. Al mismo tiempo, AP subraya un punto relevante: el Gobierno estadounidense no la ha acusado públicamente de delitos y, pese a estar en el núcleo del poder, no figura entre los funcionarios venezolanos ya imputados en causas de narcotráfico asociadas al entorno de Maduro.
Estrategia de escalada jurídica
En ese contexto, la información de Reuters sobre una acusación por corrupción y lavado encaja con una estrategia de escalada jurídica: de los informes de inteligencia y pesquisas de agencia a la preparación de cargos listos para tribunal. La clave es el «cuándo» y el «para qué». Reuters sugiere que el expediente penal puede reforzar la capacidad de presión de Trump en un momento en que Washington busca moldear el escenario posterior a Maduro y condicionar a la dirigente que quedó al frente.
Antes, el diario ABC había publicado sobre el círculo económico de Rodríguez y el papel de un informe manejado por la DEA. Según esa información, la agencia dispone de documentación sobre los negocios millonarios del entorno de la dirigente y de su pareja, el empresario libanés Yussef Abou Nassif, con contratos estatales que se disparan durante los años más duros de la crisis venezolana. El reporte describía estructuras societarias en el extranjero y operativas comerciales asociadas a contratos públicos, además de señalar sospechas de vínculos con organizaciones como Hizbolá o Hamás, aclarando que se trataba de acusaciones sin pruebas concluyentes. La presidenta encargada de Venezuela ha demandado al diario y a su director para rectificar estas informaciones.
La convergencia de esas tres líneas —Reuters sobre la preparación de una acusación, AP sobre el historial de interés de la DEA y ABC sobre el informe que detalla nombres, negocios y cifras en el círculo íntimo— dibuja una misma lógica: la Administración dispone de un instrumento de presión sobre la presidenta encargada. No hace falta que exista una condena para que exista presión. Basta con la amenaza creíble de un escrito de acusación, con el coste personal que implica para una dirigente en ejercicio: limitaciones de viaje, exposición financiera, riesgo de detención fuera de su país y, sobre todo, el mensaje a su entorno de que la nueva fase venezolana también se juega en un tribunal federal.
Preparación «silenciosa»
En términos prácticos, el mensaje es doble. Para Caracas, el margen de maniobra de Rodríguez puede quedar condicionado por una amenaza judicial de la que Trump está al tanto y que se activa o se congela según evolucione la relación con Washington, tal y como apunta Reuters. Para el resto del chavismo, es una advertencia: el cambio de equilibrio no se limita a sanciones administrativas, sino que puede traducirse en causas penales con nombres y apellidos.
Y, sin embargo, el punto decisivo sigue siendo el mismo que AP remarca: el Gobierno de Estados Unidos no ha presentado públicamente cargos contra Rodríguez. Reuters habla de una preparación «silenciosa». Es decir, un proceso todavía en construcción, con valor político precisamente por su ambigüedad: lo suficientemente avanzado para ejercer presión, lo bastante opaco para dosificar su uso.
Esta causa se instruiría en Miami, según ha podido saber ABC. La macrocausa por la que se ha juzgado a Maduro y a su esposa Cilia Flores se desarrolla en Nueva York, donde ya se ha declarado culpable Hugo Carvajal. La eventual acusación contra Rodríguez abriría un nuevo frente judicial en paralelo a ese proceso mayor, ampliando el alcance de la ofensiva legal estadounidense contra la cúpula del poder venezolano.
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03-03-26 savo
victor... i prefer multipolar world where there is a balance of power... I do not like bullies... I always side with the assaulted... never with the aggressor.
Europe has a role to play in the world... and that role can not be one of a US lapdog. Europe had ample and cheap energy supply from Russia. Gazprom built NS II to increase that supply and bypass Ukraine...
All that is gone and the european fools are paying the price.
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03-03-26 victor
savo, there we go.
even a total skeptic like yourself, who stays away from spanish politics, sees a good reason to like sanchez.
that's what sanchez is betting on, come elecion time.
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03-03-26 savo
if the war prolongs... means China is arming Iran... and it is game over ...
a prefect excuse to TACO and spin it as a victory.
meanwhile DT desperately looking for a Delcy among the ayatollahs! |
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03-03-26 victor
spal, in that meeting, merz was also criticizing sanchez :-))
//
Por su parte, el canciller alemán, Merz, ha apoyado las declaraciones de Trump, afirmando que “Estamos tratando de convencer a España de que alcance el 3% o el 3,5% que acordamos en la OTAN. Y, como dijo el presidente, es correcto: España es la única que no está dispuesta a aceptar eso, y estamos tratando de convencerles de que esto es parte de nuestra seguridad común, que todos tenemos que cumplir con estas cifras. España tiene que cumplir con eso.” |
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03-03-26 savo
| one can not dislike Sanchez after this ... |
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03-03-26 spal
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03-03-26 carib
IRVINE, Calif., March 03, 2026--(BUSINESS WIRE)--Mobix Labs, Inc. (Nasdaq: MOBX) today issued a brief update following its earlier announcement of a production purchase order supporting the U.S. Navy’s Tomahawk cruise missile program, emphasizing that the order reflects increased procurement associated with ongoing missile production.
286% up today |
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03-03-26 victor
spal, i know, i watched it too.
if franco could flip the bird to hitler, i am sure sanchez can flip the bird to dt.
if sanchez yields to dt, he's politically dead, btw.
this is the one issue that could save sanchez in next year's elections. |
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03-03-26 spal
| 100% not an empty threat. |
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03-03-26 spal
Vic - fyi
https://x.com/JohnsonDall/status/2028884844323762186?s=20 |
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03-03-26 victor
spal, even though sanchez' office is claiming they have received no formal complaints from the usa.
implying it's just some DT empty threat.
we'll see.
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Moncloa niega «consecuencias» por desmarcarse de EE.UU.: «No hemos recibido queja ninguna»
Creen que cuentan con un apoyo social mayoritario por la tradición «antimilitarista» de España
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03-03-26 spal
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03-03-26 victor
| spal, some guys are also calling for spain to be expelled from nato :-))) |
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03-03-26 victor
spal :-))
we'll see if dt finally makes good on his commercial threats with spain.
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03-03-26 carib
The IDF targeted a building in which Tehran's 88-member Assembly of Experts was meeting to choose Iran's next supreme leader, Israeli sources told The Jerusalem Post on Tuesday.
Iranian news agencies reported that the building was "flattened" during the Israeli strikes. |
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03-03-26 spal
Clash Report
@clashreport
·
10m
Trump on Spain:
We are going to cut off all trade with Spain.
We don't want anything to do with Spain.
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Spain gets bombed next ... |
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03-03-26 carib
Savo: no, China does not have "the same weapons".
besides.. try flying cargo planes into iranian airports right now.. |
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03-03-26 spal
| BREAKING: 🇸🇦🇮🇷 “We are Saudis — we do not lose our temper easily. But when we do, we strike hard,” a Saudi military spokesperson said. |
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03-03-26 spal
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03-03-26 victor
spal, the leftwing, from around the world, loves sanchez.. since many years ago.
plenty of examples.
Alexander Soros, son of the influential billionaire George Soros, has publicly defended Prime Minister Pedro Sánchez at a time of intense international controversy.
etc
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03-03-26 spal
| Vic - yes. He is getting some attention now. |
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03-03-26 victor
| spal, as i was telling pana the other day, there is mounting interest, from several places, to ensure that sanchez gets killed in next year's elections. |
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03-03-26 spal
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03-03-26 spal
Iranian forces launched missiles and drones on February 28, 2026, targeting the US Navy's Fifth Fleet headquarters in Manama, Bahrain, destroying key structures including the command building, as confirmed by IRGC statements and verified footage from outlets like Al Jazeera and The New York Times.
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03-03-26 spal
TRUMP: HE TOLD BESSENT TO CLEAR OFF ALL DEALINGS WITH SPAIN AFTER IRAN RESPONSE.
Whoops |
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03-03-26 panasonic
Savo, now Mike Wirth has to make his promise good.
Our side of the pond will have enough supply, Pdvsa already considered a USA asset, bonds should be flying. |
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03-03-26 spal
DF reading colores?
===
Yes they project it up on a big screen in a conference room in HaKirya ... they aren't dummies. |
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03-03-26 panasonic
"I do not think the 88 beards will actually meet.
that would be an ideal target.. maybe a zoom call?"
IDF reading colores? |
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03-03-26 spal
that China has the same amount of weapons... and will be delighted to deliver them to Iran...
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No they won't. They will however cooperate to reopen the Straight of Hormuz. |
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03-03-26 savo
meanwhile european fools paying +24% for gas in europe... so much for being a US ally...
Natural Gas EU (EUR/MWh) 54.008 10.707 (+24.73%)
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03-03-26 savo
victor... there is one problem with that charade even if it happens to be true which, coming from DT, most probably isn't...
that China has the same amount of weapons... and will be delighted to deliver them to Iran... if that helps to engage the US into another Afghanistan.
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03-03-26 victor
| The United States Munitions Stockpiles have, at the medium and upper medium grade, never been higher or better - As was stated to me today, we have a virtually unlimited supply of these weapons. Wars can be fought “forever,” and very successfully, using just these supplies (which are better than other countries finest arms!). At the highest end, we have a good supply, but are not where we want to be. Much additional high grade weaponry is stored for us in outlying countries. Sleepy Joe Biden spent all of his time, and our Country’s money, GIVING everything to P.T. Barnum (Zelenskyy!) of Ukraine - Hundreds of Billions of Dollars worth - And, while he gave so much of the super high end away (FREE!), he didn’t bother to replace it. Fortunately, I rebuilt the military in my first term, and continue to do so. The United States is stocked, and ready to WIN, BIG!!! Thank you for your attention to this matter. President DONALD J. TRUMP |
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03-03-26 victor
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03-03-26 spal
03-03-26 carib
QED
===
So the old back channels still work ...
;) |
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03-03-26 spal
| Prime Credit ... get ready for bumps. |
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03-03-26 carib
QED:
The IDF targeted a building in which Tehran's 88-member Assembly of Experts was meeting to choose Iran's next supreme leader, Israeli sources told The Jerusalem Post on Tuesday. |
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03-03-26 spal
Iraq has started cutting output as storage fills up. Oil +9% today
*IRAQ STARTS SHUTTING OIL OUTPUT AT RUMAILA AS STORAGE FILLS
*IRAQ CUTS WEST QURNA 2 OIL PRODUCTION BY 450,000 B/D |
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03-03-26 spal
It makes no difference what men think of war, said the judge. War endures. As well ask men what they think of stone. War was always here. Before man was, war waited for him. The ultimate trade awaiting its ultimate practitioner. That is the way it was and will be. That way and not some other way.
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03-03-26 spal
Circuit breaker triggered at Korea.
Tomorrow does not look pretty for the market. |
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03-03-26 spal
| IRAQ WILL BE FORCED TO CUT ITS PRODUCTION BY MORE THAN 3 MLN BPD IN A FEW DAYS IF OIL TANKERS CANNOT MOVE FREELY AND REACH LOADING PORTS - RTRS |
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03-03-26 carib
Russian state nuclear corporation Rosatom has halted operations at the nuclear power plant in the Iranian city of Bushehr, its head said on Tuesday, the Interfax news agency reported.
Alexei Likhachev said there were more than 600 personnel at the Bushehr plant and that they were leaving the country, according to Interfax. Nearly 100 plant personnel were evacuated on Saturday, when US and Israeli strikes on Iran began.
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03-03-26 carib
| The unpredictable part.. is Trump's mind. |
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03-03-26 carib
| As predictable.. Dollar up.. |
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03-03-26 carib
Savo: neither has the military means to do that, and neither imagines attacking US forces.
Question is to make the clerical regime collapse you need an armed uprising.. = give the people machine guns. |
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03-03-26 carib
Panas: I do not think the 88 beards will actually meet.
that would be an ideal target.. maybe a zoom call? |
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03-03-26 savo
pana...China and Russia were not going to let the US take Iran after taking veni.
The question now is full endless war with a budget deficit of 2.5trn or a quick and elegant retreat to avoid further cost.
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03-03-26 panasonic
Masks are off, it has always been a race to have supremacy in the region and control of world's oil supply, the question is are we in for a long conflict or not?
The short term playbook (if me was asked), the council of fundamentalist clerics is composed of 88, eliminate the most radical ones and pray next leader is one that has no nuclear ambitions....in'shallah! |
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03-03-26 spal
U.S. State Department orders the evacuation of non-emergency personnel and family in Bahrain and Jordan.
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03-03-26 spal
HOLD MAXIMUM POSITIONS. The "Shock Phase" is underway, with ton-mile math (e.g., 20% capacity loss) inescapable.
Stocks may gap up on resolution, but current confusion favors entry. Watch for US Sovereign Guarantee: No confirmation yet—insurers are canceling covers, not backstopping.
A Treasury/coalition guarantee could unlock the stranded fleet, triggering a rate normalization but short-term surge from backlog clearance.
Absent this, stasis persists, bolstering owners of modern, compliant tonnage.
Politically incorrect note: Shadow fleet inefficiencies (e.g., Venezuelan normalization reducing demand) further tighten commercial supply, favoring listed players.
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03-03-26 spal
Over 200 tankers are anchored near Hormuz, with traffic plunging amid Iranian threats and navigation interference.
War-risk cover has been canceled by major clubs (e.g., Gard, Skuld) effective March 5, excluding Iranian/Gulf waters—rates could surge 50%+ (from 0.2-0.25% to 0.5-1% of hull value).
This freezes movements, removing ~20% effective capacity even if the strait reopens, aligning with your "months to clear backlog" expectation.
No demand weakness is evident; it's purely supply-side.
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03-03-26 spal
VLCC (Crude): TD3C (Middle East Gulf-to-China) rates have indeed surpassed $200,000/day, with assessments reaching $423,736/day on March 2—far exceeding the thesis's $200k figure and confirming a ~440% YoY surge. This reflects extreme tightness, with earnings at $209,550/day round-trip.
The market is pricing in 20-30% effective capacity removal from detours.
Suezmax (Crude): Gulf rates have hit or exceeded $250,000/day, with MEG-Med assessments at $267,579/day (up 23% intraday) and Black Sea-Med at $146,283/day TCE. This supports the thesis's emphasis on flexibility for STS transfers and contested waters.
MR/LR2 (Product): Clean rates are rising 10-15% weekly, with LR2 MEG-Japan at WS197 ($45,800/day TCE, up 24%) and MR USG-Continent up 530% YoY to ~$36,000/day. Refinery risks in Saudi/UAE are shifting sourcing to the Atlantic, boosting distances.
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03-03-26 spal
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03-03-26 spal
| CRS (Carpenter Technology): STRONG BUY VALIDATED. CRS closed at $408.84, up 2.7% on the day, after hitting an intraday all-time high of $410.10. The "Defense Bottleneck" is the dominant story, with investors ignoring broader market weakness to bid up the only provider of high-spec alloys for the B-21 and missile platforms. |
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03-03-26 victor
| Saudi Arabia says US Embassy in Riyadh attacked by two drones, causing a 'limited fire' |
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03-03-26 savo
under Israeli orders
Trump Vows ‘Whatever It Takes’ on Iran as Conflict Widens
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