🇲🇽 Mexico’s Security Plan for World Cup

In response to recent violence, Mexican officials have unveiled a comprehensive security plan ahead of the World Cup. This initiative includes a massive deployment of security forces to ensure the safety of millions of fans expected to attend.

This proactive measure illustrates the ongoing challenges Mexico faces regarding cartel violence and public safety. As the U.S. observes these developments, the implications for border security cannot be overstated. A secure Mexico is vital for the stability of the U.S.-Mexico border, and effective enforcement strategies are essential to prevent cartel spillover into the United States. The Trump administration’s focus on border security must align with efforts to bolster safety in neighboring countries.

🔎 Source

☠️ Blood Meridian

Nvidia's AI chips are consuming memory at an unprecedented pace:

Nvidia's, $NVDA, most recent Rubin chip now requires 288GB of RAM.

This is +800% more than the memory of a high-end PC, and +2,300% more than a high-end smartphone.

By comparison, the H100, launched 4 years ago, https://t.co/ijoCuMuzh2
(@TheKobeissiLetter)

🇺🇸🇮🇷🇮🇱 – WAR IN IRAN | MARCH 7TH, DAY 8 RECAP

Iranian attacks on Israel have slowed to 1 or 2 ballistic missiles per wave, and only a few attacks per day, while attacks on Gulf states continue and are increasingly targeting oil infrastructure. Hezbollah is consistently attacking IDF forces built up on the Lebanon border and northern Israel, averaging a red alert almost every hour in the last 24 hours.

🇺🇸 - The NYPD has announced the death of another US Service member in Kuwait due to a “medical episode". This raises the death toll of U.S. troops to 7.

🇱🇧🇮🇱 - The IDF has announced two more soldiers were injured near southern Lebanon.

🇾🇪🇸🇦 - 7 Houthi drones were launched from Yemen towards the Shaybah oil field in Saudi Arabia.

🇸🇦 - Saudi Arabia has warned Iran that if Iran continues to attack the Kingdom and its energy infrastructure, Riyadh would be pushed to respond.

🇮🇱 - The Israeli Home Front Command announces it can no longer guarantee it will send alerts for missiles before sirens sound.

🇰🇼 - Kuwait has announced it is reducing oil production and refining throughput due to the Iranian attacks.

🇮🇱 - Israeli Channel 12 reports that Mojtaba Khamenei, Khamenei's son, was injured in an attempted assassination strike by Israel, but is still alive.

🇱🇧 - Over 450,000 Lebanese citizens have been displaced due to Israeli attacks and evacuation orders.

🇴🇲 - Iran has continued to deny access to the Strait of Hormuz, striking another vessel, bringing its total ships attacked to 9.

Here is our recap from yesterday:
https://x.com/officialrnintel/status/2030134297219289457

🇮🇷🇸🇦 Saudi Arabia Draws a Red Line: Attack Us Again and Face Retaliation

Saudi Arabia has delivered a direct warning to Tehran that continued Iranian attacks on the kingdom could compel Riyadh to respond in kind. Four sources familiar with the matter confirmed the message was communicated through back-channel contacts, marking one of the most explicit threats of escalation from Gulf Arab states since the conflict began.

The warning comes as the broader US-Israeli military campaign against Iran enters an intensified phase, with energy infrastructure among the primary targets. Saudi Arabia, which exports roughly 6 million barrels per day, has so far attempted to maintain operational neutrality, but the private ultimatum signals that this posture has a hard limit. Riyadh's concern is not merely sovereign integrity — any damage to Aramco facilities would immediately tighten an already strained global oil market.

If Iran tests Saudi tolerance, the Gulf's largest exporter could be drawn into direct confrontation, removing any remaining buffer between the conflict and the region's core production infrastructure.

🔎 Source

@songofoil

🇦🇿🇮🇷 Azerbaijan Says Iran's IRGC Plotted to Blow Up the Baku-Tbilisi-Ceyhan Pipeline

Azerbaijan's security services announced they have foiled multiple acts of sabotage orchestrated by Iran's Islamic Revolutionary Guard Corps, including a plot to attack the Baku-Tbilisi-Ceyhan oil pipeline — a critical artery carrying Caspian crude to Turkey's Mediterranean coast at Ceyhan. The BTC pipeline carries approximately 600,000 barrels per day and serves as a key supply route for European markets seeking to reduce dependence on Russian and Middle Eastern flows.

The alleged IRGC plots represent a significant expansion of Iran's asymmetric response strategy beyond the Persian Gulf. By targeting Caucasus infrastructure, Tehran appears to be signalling that any country perceived as aligned with the US-Israeli campaign faces exposure. Azerbaijan, a secular majority-Muslim state with close ties to Israel and a strategic position on NATO's eastern flank, has long been a source of Iranian suspicion.

A successful strike on the BTC would have compounded an already severe global supply disruption at a moment when alternative routing capacity is stretched to its limit.

🔎 Source

@songofoil

🇶🇦 Kuwait Shuts Production, Qatar Warns Oil Could Hit $150 Within Weeks

The Strait of Hormuz remains de facto closed to tanker traffic, forcing Kuwait to shut in production as storage capacity fills and export routes stay blocked. Qatar has warned that Brent crude could reach $150 per barrel within weeks if the closure persists, a level not seen since the post-pandemic demand surge of 2022. JPMorgan separately estimated that if Gulf Arab producers exhaust storage and are forced into widespread shut-ins, Brent could breach $100 per barrel in the near term.

Prior to the conflict, Kuwait was producing approximately 2.6 million barrels per day. With tankers unwilling to transit the Strait under threat of Iranian interdiction, the logistics of export have collapsed faster than producers can adapt. Qatar's Ras Laffan LNG complex had already declared force majeure following drone attacks, cutting off roughly 77 million tonnes per year of LNG export capacity from global markets.

The convergence of shut-in Gulf production and closed export lanes is the most severe simultaneous supply shock the market has faced in decades, and the price ceiling is entirely dependent on how quickly the Strait reopens.

🔎 Source

@songofoil