Independent thinking for complex markets and current events
Ukraine faces a critical air defense deficit. Ballistic missile attacks from Russia have surged by 40 percent this quarter. Zelensky requested a formal license to manufacture Patriot missiles directly on Ukrainian soil. Current production capacity in the United States remains at only 600 interceptors per year. Demand from global theaters currently exceeds that capacity by …
by Michael The waters of the Pacific Ocean are getting extremely warm, and that could provide fuel for an immensely destructive climate event that is unlike anything we have ever seen before. Even the United Nations has issued an ominous warning about the El Niño event that is in the long-term forecast, because it will …
SMALLEST CROP SINCE 1972… Wheat harvest hits 55-year low… 70% of crop in drought zone… USDA slashes production by 424M bushels… The breadbasket is empty… Winter wheat harvest is down 25%.Hard red winter wheat is down 36%. pic.twitter.com/H6Un6tYlYc — Truth (@1foreverseeking) May 13, 2026 The projection of a 55 year low in the national wheat …
🚨Honda is CANCELING it's $15B EV plant in Canada. The Honda plant was part of the failed $52B Liberal plan to shower manufacturers with subsidies to develop the industry here. Honda will make EVs and hybrids it needs in Ohio instead where it can do so on one production line. pic.twitter.com/h6MydWJh59 — Kirk Lubimov (@KirkLubimov) …
Ukraine burns cash on expensive missiles against cheap Iranian clones flooding the sky. The Europe losing a war of attrition on purpose. 10k a year of drone interceptors when Russia is building 200 Shaheed clones a day is ~13% that drone’s production rate. 🤦♂️ https://t.co/mD1NH28n3C — Trent Telenko (@TrentTelenko) May 3, 2026
The US is draining its oil reserves at a rapid pace: The Strategic Petroleum Reserve (SPR) dropped -7.12 million barrels last week, the largest weekly drawdown since October 2022. This marks the 5th consecutive weekly decline, the longest streak since 2023. Over this period,… pic.twitter.com/0FxbdTAuZh — The Kobeissi Letter (@KobeissiLetter) April 30, 2026 By the …
by Michael They aren’t telling you the truth about what is coming. Even if the Strait of Hormuz reopens tomorrow, and there is no way that is going to happen, oil production will not return to pre-war levels for years. In other words, we are facing an extended global energy crisis no matter what happens …
President Donald Trump has invoked the Defense Production Act to speed deployment of what the White House considers some of the most constrained segments of U.S. energy infrastructure, such as grid equipment, pipelines and liquefied natural gas systems, considering them critical to national defense. Published April 23 in the Federal Register, the determinations authorize the …
#URGENT THIS IS A FULL-BLOWN OIL SHOCK 14.5 MILLION BARRELS PER DAY — WIPED OUT. GONE. The Gulf isn’t just disrupted… it’s crippled. Crude production has COLLAPSED by a staggering 57% in April, and even if the Strait of Hormuz reopens, recovery won’t be quick. 💣 Goldman Sachs warns: “FULL RESTORATION COULD TAKE MONTHS.” Here’s …
by Michael We live at a time when most people don’t know where their food comes from, and so they have no idea that we are facing an agricultural nightmare in 2026. Yesterday, I published an article about the historic drought that is devastating our heartland and the nightmarish fertilizer crisis that has been caused by the …
Iran war hits India's CONDOM PRODUCTION Supply chain disruptions have led to shortages of silicone oil and ammonia needed to produce contraceptives — media pic.twitter.com/bQsP3TMZ2V — RT (@RT_com) April 2, 2026
UAE JUST WENT TO ZERO. NO ONE IS F*CKING READY FOR THIS. The UAE — third biggest OPEC producer — just announced its oil and gas production is at ZERO. This is not a headline from a movie. Fujairah terminal: shut down.Shah gas field: suspended after drone attack.Hormuz: 20… — 🇦🇪 Rami Al-Hashimi رامي الهاشمي …
BREAKING: President Trump is preparing to invoke Cold War-era powers to renew oil production off the southern California coast, per Bloomberg. Trump is set to invoke the Defense Production Act to preempt state laws and allow Sable Offshore Crop to restart oil production in… — The Kobeissi Letter (@KobeissiLetter) March 11, 2026 The legal basis …
"According to the report, Iran believes the conflict cannot end unless Trump is shown that the economic, political, and military costs are high enough to make repeating such actions not worthwhile.. Instead, Iran is reportedly insisting on a permanent agreement that would… pic.twitter.com/dYdAxdwpbv — • forallbirdsongs • (@forallbirdsongs) March 11, 2026 *IRAN SAYS TRUCE DEPENDS ON …
Saudi Arabia has started reducing oil production as the near-blockage of the critical Strait of Hormuz starts filling storage tanks, according to a person familiar with the matter, even as it rushes to reroute some supplies through the Red Sea. The cuts by the kingdom, the world’s biggest oil exporter, follow the United Arab Emirates, …
U.S. crude oil broke $90 per barrel Friday after President Donald Trump demanded unconditional surrender from Iran, raising fears of a prolonged war that will cause a cascading disruption to global oil supplies. West Texas Intermediate futures were last up 11.27% to $90.14 per barrel, while global benchmark Brent was 8.09% higher at $92.32. U.S. …
The Strait of Hormuz crisis explained: What it means for global shipping The escalating war in the Middle East has ratcheted up fears of prolonged disruption to global trade via key maritime corridors like the Strait of Hormuz and the Bab el-Mandeb Strait. Container shipping giants have suspended operations through the strategically vital Strait of …
BREAKING: President Trump says executives of US defense contractors will no longer be allowed to make more than $5 million unless they build "new and modern production plants." Trump also says he is banning dividends and stock buybacks for defense companies until these problems… pic.twitter.com/0pDiWBZbXz — The Kobeissi Letter (@KobeissiLetter) January 7, 2026
Shale growth hit a wall and the oil market just woke up US shale oil production has turned negative yoy for the first time in history That matters. Oil bull markets are born when depletion overwhelms new supply. Once new production can’t offset decline rates, prices do the work. Every cycle looks different… but the …
One of Kentucky’s largest bourbon producers apparently is pausing whiskey production at the end of the year. Jim Beam, which is one of the largest makers of American whiskey in the world, is planning to shut down production in Happy Hollow in Clermont on Jan. 1 through 2026. The visitors center on site will remain …
PHILADELPHIA (AP) — The U.S. ended production of the penny Wednesday, abandoning the 1-cent coins that were embedded in American culture for more than 230 years but became nearly worthless. When it was introduced in 1793, a penny could buy a biscuit, a candle or a piece of candy. Now most of them are cast …
New Generation Of Industries Emerges In Texas As Rare Earths Race Ignites https://t.co/smU839P6Om — zerohedge (@zerohedge) October 21, 2025 Major oil companies are drilling in East Texas again, but not for oil. This time, they’re after lithium for batteries and other rare elements. Chevron and Halliburton announced East Texas projects this summer. Exxon has acreage …
https://finance.yahoo.com/news/taiwan-not-agree-50-50-002030899.html Taiwan will not agree to a deal with the United States for half of all semiconductor production to take place in the country, the island’s top tariff negotiator said on Wednesday after returning home. U.S. Secretary of Commerce Howard Lutnick told U.S. television network News Nation over the weekend that Washington’s pitch to Taiwan …
Returning the leased equipment, packing the furniture, etc. The show was already LOSING $40 Million Dollars A YEAR, with collapsing ratings, and ABC has paid for the heavy losses for years. He was already going to get cut, now that Government Money for leftist propagandists has ended. ABC has already paid out tens of millions …
Newsom Folds, Greenlights Domestic Oil Production In California https://t.co/Iqe695UzAU — zerohedge (@zerohedge) September 17, 2025 Newsom announced the deal with state lawmakers last week, and the two chambers extended their session through Saturday to finalize last-minute negotiations before the Legislature adjourns until January. “After months of hard work with the Legislature, we have agreed to …
❗️🇪🇺European Commission President Ursula von der Leyen announced the allocation of a €6 billion loan, financed by frozen 🇷🇺Russian assets, for the production of drones for 🇺🇦Ukraine. pic.twitter.com/AhSl0GX3CM — 🪖MilitaryNewsUA🇺🇦 (@front_ukrainian) September 10, 2025 At the same time, Russia is actively increasing its production of drones, using Iranian Shahed designs. Von der Leyen stressed that …
So if there is zero evidence of a bomb beinb build, WHY? UN NUCLEAR WATCHDOG: NO SIGN IRAN IS ACTIVELY BUILDING A BOMB IAEA Director-General Rafael Grossi said the agency has no evidence Iran is pursuing an active nuclear weapons program: "We did not find in Iran elements to indicate that there is an active, …
What we’re witnessing isn’t just another agricultural downturn – it’s the systematic collapse of the most powerful food production system the world has ever known. From the cornfields of Iowa to the wheat plains of Kansas, from the soybean farms of Illinois to the cattle ranches of Texas, American farmers are making a decision that …
🚨🌎 Meanwhile in World War 3 “There will be no range restrictions” As Germany announce they will begin manufacturing more long range missiles for Ukraine to strike anywhere in Russia, intelligence insiders state that Moscow would respond by striking facilities in Germany… pic.twitter.com/yZ20P2ZyhA — Concerned Citizen (@BGatesIsaPyscho) May 29, 2025
RECORD swarm of 296 drones hits Russia. Skies over Moscow shut down.https://t.co/0ptStvqxzn — KyivPost (@KyivPost) May 28, 2025 Good morning sunshines 🌞 Enjoy your ☕ and let's Go 🤩🤙 Moscow region, Russia ❗ 🛸🧚♂️💥 The electronics manufacturing plant ELMA was attacked by drones this morning in Zelenograd. The moment of the attack was captured on …