Forwarded from /CIG/ Telegram | Counter Intelligence Global (Bane Poaster)
🇺🇸🛢️❌🇮🇷 - President Trump says Iran will be hit "20 times harder" if they do anything that "stops the flow of oil within the Strait of Hormuz."
🔗 The Kobeissi Letter
🔗 The Kobeissi Letter
Forwarded from /CIG/ Telegram | Counter Intelligence Global (Bane Poaster)
🚨🌐📡 - Satellite company planet has announced a *14 day delay* to the release of imagery in the MidEast.
This will be a huge setback for those trying to verify events in the region.
🔗 Geoff Brumfiel
📝 - This, along with the crackdown on Pro-Iranian accounts seen in recent days, are part of a widespread effort to censor the results of the current fighting. It is not hard to draw conclusions from that.
This will be a huge setback for those trying to verify events in the region.
🔗 Geoff Brumfiel
📝 - This, along with the crackdown on Pro-Iranian accounts seen in recent days, are part of a widespread effort to censor the results of the current fighting. It is not hard to draw conclusions from that.
Forwarded from /CIG/ Telegram | Counter Intelligence Global (xXx_G1gaM1Lk_xXx)
🇺🇸🇮🇱❌🇮🇷-Iran’s IRGC says any Arab or European country that expels Israeli and U.S. ambassadors from will be granted full freedom of passage through the Strait of Hormuz starting tomorrow, according to Iranian state media.
🔗Drop Site News
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🚨 BREAKING:
Iran’s IRGC says any Arab or European country that expels Israeli and U.S. ambassadors from will be granted full freedom of passage through the Strait of Hormuz starting tomorrow, according to Iranian state media.
Iran’s IRGC says any Arab or European country that expels Israeli and U.S. ambassadors from will be granted full freedom of passage through the Strait of Hormuz starting tomorrow, according to Iranian state media.
👀1
Forwarded from UNITED24Media
The Hungarian Parliament has overwhelmingly approved a resolution rejecting Ukraine’s accession to the EU and opposing further EU financing of Ukraine’s military needs, Hungarian TV channel ATV reported.
A total of 142 members of parliament voted in favor, 28 against, and four abstained.
The resolution calls on the government not to support the start of negotiations on Ukraine’s EU accession due to the war and what it describes as Ukraine’s “non-compliance” with membership criteria. It also urges the government not to send Ukraine money or weapons and to prevent the allocation of EU funds for this purpose.
The document claims that the EU allegedly plans to finance Ukraine’s military needs by reducing agricultural subsidies, which it says would harm Hungarian farmers.
Therefore, its authors call on the government to “take all necessary measures to prevent Hungary and the EU from being drawn into the Russian-Ukrainian war.”
A total of 142 members of parliament voted in favor, 28 against, and four abstained.
The resolution calls on the government not to support the start of negotiations on Ukraine’s EU accession due to the war and what it describes as Ukraine’s “non-compliance” with membership criteria. It also urges the government not to send Ukraine money or weapons and to prevent the allocation of EU funds for this purpose.
The document claims that the EU allegedly plans to finance Ukraine’s military needs by reducing agricultural subsidies, which it says would harm Hungarian farmers.
Therefore, its authors call on the government to “take all necessary measures to prevent Hungary and the EU from being drawn into the Russian-Ukrainian war.”
Forwarded from Song of Oil and LNG
Oil Supply Down 17 MMbpd as Strait of Hormuz Effectively Shuts — S&P Global
The Iran war has crossed a threshold that energy markets feared but few modeled in operational terms. With the Strait of Hormuz effectively closed, S&P Global estimates that roughly 17 million barrels per day of crude oil and refined products have been disrupted — a figure that represents more than 15% of total global supply. Tanker traffic through the strait has halted, storage tanks across the Persian Gulf are filling, and Gulf producers including Saudi Arabia have begun cutting output as export routes disappear.
Oil prices breached $100 per barrel as the crisis intensified, with analysts warning that even a few weeks of sustained closure could push Brent above $150/bbl. Saudi Aramco has rerouted what it can through its Petroline and Red Sea terminals, but that infrastructure has a maximum throughput of approximately 7 million barrels per day and is itself exposed to Houthi and Iranian targeting. QatarEnergy has declared force majeure, halting LNG production at Ras Laffan and Mesaieed industrial cities — a decision that sends shockwaves through global gas markets simultaneously.
The supply shock is no longer a tail risk scenario; it is the base case, and the market is now pricing duration rather than probability.
🔎 Source
@songofoil
The Iran war has crossed a threshold that energy markets feared but few modeled in operational terms. With the Strait of Hormuz effectively closed, S&P Global estimates that roughly 17 million barrels per day of crude oil and refined products have been disrupted — a figure that represents more than 15% of total global supply. Tanker traffic through the strait has halted, storage tanks across the Persian Gulf are filling, and Gulf producers including Saudi Arabia have begun cutting output as export routes disappear.
Oil prices breached $100 per barrel as the crisis intensified, with analysts warning that even a few weeks of sustained closure could push Brent above $150/bbl. Saudi Aramco has rerouted what it can through its Petroline and Red Sea terminals, but that infrastructure has a maximum throughput of approximately 7 million barrels per day and is itself exposed to Houthi and Iranian targeting. QatarEnergy has declared force majeure, halting LNG production at Ras Laffan and Mesaieed industrial cities — a decision that sends shockwaves through global gas markets simultaneously.
The supply shock is no longer a tail risk scenario; it is the base case, and the market is now pricing duration rather than probability.
🔎 Source
@songofoil
Worldoil
Oil supply drops 17 MMbpd as Iran war disrupts Gulf exports
S&P Global warns the Iran conflict is evolving from a shipping disruption into a full-scale supply crisis, with roughly 17 MMbpd of oil and products affected as the Strait of Hormuz remains effectively shut.
Forwarded from Song of Oil and LNG
🇶🇦 QatarEnergy Halts Production and Declares Force Majeure Across LNG and Industrial Operations
QatarEnergy has declared force majeure and halted production at its Ras Laffan and Mesaieed industrial cities, the twin anchors of Qatar's LNG export empire. The decision affects not only liquefied natural gas output but also aluminum, methanol, polymers, and urea production — a cascade of industrial shutdowns tied directly to escalating hostilities in the Arabian Gulf.
Qatar is the world's second-largest LNG exporter, supplying markets from Europe to Japan and South Korea under long-term contracts that underpin energy security strategies across three continents. A force majeure declaration removes Qatar's contractual obligation to deliver, leaving buyers exposed precisely when alternatives are already constrained. Europe, which has spent three years diversifying away from Russian pipeline gas and toward Qatari and American LNG, now faces the loss of both supply corridors simultaneously. Japan and South Korea have no pipeline alternatives whatsoever.
For global LNG markets, the QatarEnergy force majeure is the single most consequential supply event since Russia's curtailment of Nord Stream flows in 2022, and spot LNG prices in Asia will reflect that reality within days.
🔎 Source
@songofoil
QatarEnergy has declared force majeure and halted production at its Ras Laffan and Mesaieed industrial cities, the twin anchors of Qatar's LNG export empire. The decision affects not only liquefied natural gas output but also aluminum, methanol, polymers, and urea production — a cascade of industrial shutdowns tied directly to escalating hostilities in the Arabian Gulf.
Qatar is the world's second-largest LNG exporter, supplying markets from Europe to Japan and South Korea under long-term contracts that underpin energy security strategies across three continents. A force majeure declaration removes Qatar's contractual obligation to deliver, leaving buyers exposed precisely when alternatives are already constrained. Europe, which has spent three years diversifying away from Russian pipeline gas and toward Qatari and American LNG, now faces the loss of both supply corridors simultaneously. Japan and South Korea have no pipeline alternatives whatsoever.
For global LNG markets, the QatarEnergy force majeure is the single most consequential supply event since Russia's curtailment of Nord Stream flows in 2022, and spot LNG prices in Asia will reflect that reality within days.
🔎 Source
@songofoil
Forwarded from Song of Oil and LNG
🇸🇦 Saudi Aramco Profits Fall 12% to $104.7 Billion as Hormuz Disruption Forces Export Rerouting
Saudi Aramco reported full-year 2025 net income of $104.7 billion, a 12% decline from the prior year as lower average oil prices compressed margins across its upstream operations. The company maintained its $85 billion dividend commitment, beating quarterly profit estimates, but the headline numbers mask a more urgent operational challenge: ongoing disruptions in the Strait of Hormuz are forcing Aramco to reroute crude exports through its Red Sea pipeline infrastructure, adding cost, logistical complexity, and exposure to a second contested waterway.
Aramco's Petroline — the East-West crude pipeline — and the Yanbu export terminal on the Red Sea are now carrying a disproportionate share of Saudi export volumes. That infrastructure was designed as a strategic bypass, not a primary export corridor, and its capacity ceiling is well below normal Aramco export volumes of around 6 to 7 million barrels per day. The company itself warned of catastrophic consequences for global oil markets if Hormuz shipping does not resume, a rare instance of Aramco using geopolitical language in an earnings context.
With profits already under pressure from price levels and export routes compromised by war, Aramco's financial resilience is being tested on two fronts simultaneously.
🔎 Source
@songofoil
Saudi Aramco reported full-year 2025 net income of $104.7 billion, a 12% decline from the prior year as lower average oil prices compressed margins across its upstream operations. The company maintained its $85 billion dividend commitment, beating quarterly profit estimates, but the headline numbers mask a more urgent operational challenge: ongoing disruptions in the Strait of Hormuz are forcing Aramco to reroute crude exports through its Red Sea pipeline infrastructure, adding cost, logistical complexity, and exposure to a second contested waterway.
Aramco's Petroline — the East-West crude pipeline — and the Yanbu export terminal on the Red Sea are now carrying a disproportionate share of Saudi export volumes. That infrastructure was designed as a strategic bypass, not a primary export corridor, and its capacity ceiling is well below normal Aramco export volumes of around 6 to 7 million barrels per day. The company itself warned of catastrophic consequences for global oil markets if Hormuz shipping does not resume, a rare instance of Aramco using geopolitical language in an earnings context.
With profits already under pressure from price levels and export routes compromised by war, Aramco's financial resilience is being tested on two fronts simultaneously.
🔎 Source
@songofoil
Forwarded from Disclose.tv
NEW - Meta’s former chief AI scientist Yann LeCun raises more than $1B for his new startup in Europe’s largest-ever seed funding round. AMI’s backers include Nvidia and Bezos, with it's initial focus on healthcare, partnering with Nabla, founded by ex-Meta engineers.
Read here: https://www.disclose.tv/id/1j63od9ozq/
@disclosetv
Read here: https://www.disclose.tv/id/1j63od9ozq/
@disclosetv
Disclose.tv
Yann LeCun's AI start-up raises more than $1bn
Breaking news from around the world.
Forwarded from Watcher Guru
Forwarded from unfolded. DeFi
Hyperliquid has crossed ~$4 Trillion in cumulative perp volume — link | AI comment
Forwarded from The Kobeissi Letter
BREAKING: A record 39.3 million barrels of sanctioned crude are sitting on tankers off China's coast.
The stockpile includes 30.2 million barrels from Iran, 5.6 million from Venezuela, and 3.5 million from Russia.
This is up +454% from October and +17% from levels seen prior to https://t.co/hirX1mGKoF
(@TheKobeissiLetter)
The stockpile includes 30.2 million barrels from Iran, 5.6 million from Venezuela, and 3.5 million from Russia.
This is up +454% from October and +17% from levels seen prior to https://t.co/hirX1mGKoF
(@TheKobeissiLetter)
Forwarded from The War Reporter
🇸🇦🇦🇪🇶🇦🇺🇦🇮🇷 - Ukrainian President Zelensky:
"Ukraine has sent air defense experts to Saudi Arabia, the UAE, and Qatar".
@thewarreporterr
"Ukraine has sent air defense experts to Saudi Arabia, the UAE, and Qatar".
@thewarreporterr
🤣2
Forwarded from /CIG/ Telegram | Counter Intelligence Global (Bane Poaster)
‼️🇮🇷❌🇦🇪 - The hit vs. intercept rate for ballistic missiles and drone attacks since Feb. 28 for the UAE through today. Today is not like prior days.
Small numbers here but some signs the UAE's intercept rate is decreasing and that the air defense network is fraying. 25% of Iranian drones made it through today which is an all-time high since the onset of hostilities. (Previous high was 10% of drones hitting UAE on March 3.)
🔗 Christopher Clary
Small numbers here but some signs the UAE's intercept rate is decreasing and that the air defense network is fraying. 25% of Iranian drones made it through today which is an all-time high since the onset of hostilities. (Previous high was 10% of drones hitting UAE on March 3.)
🔗 Christopher Clary
Forwarded from Geopolitics Watch (Hadi)
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Forwarded from /CIG/ Telegram | Counter Intelligence Global (George Walker)
At least 3 B-52H Stratofortress bombers and 8 B-1B Lancers are now forward-deployed, setting the stage for a heavier and more sustained wave of airstrikes expected in the coming days.
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Forwarded from /CIG/ Telegram | Counter Intelligence Global (George Walker)
Thousands of Laotians and Cambodians are crossing into neighbouring Vietnam to buy gasoline and diesel fuel because its cheaper than in their own countries.
Vietnam imports a lot of its oil from Kuwait, which hasn't been able to export oil in a week and has begun to cut oil production as the oil storages are full.
Vietnamese refineries have enough reserves of oil to refine gasoline and diesel until the end of April 2026, but rationing will come far sooner especially with an influx of customers from Laos and Cambodia on top of the Vietnamese citizenry.
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PHÁPLUẬT
Xuất hiện tình trạng người dân vùng biên giới Campuchia, Lào sang Việt Nam mua xăng
(PLO)- Hiện giá xăng A95 của Việt Nam đang ở mức 27.047 đồng/lít, trong khi Campuchia 31.000 đồng/lít, Lào 39.000 đồng/lít.
Forwarded from /CIG/ Telegram | Counter Intelligence Global (George Walker)
/CIG/ Telegram | Counter Intelligence Global
Thailand, like every Southeast Asian country, imports most of its fuel from the Middle East and hasn't been able to in ~two weeks.
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archive.ph
Thailand Orders WFH for Government Agencies as Iran War Spikes Fuel P…
archived 10 Mar 2026 06:41:50 UTC
Forwarded from /CIG/ Telegram | Counter Intelligence Global (George Walker)
Countries including Thailand, Bangladesh, India and Vietnam are dipping into the spot market to safeguard near-term energy security as uncertainty persists over the duration of the US-Israeli war against Iran. But some tenders for this month — like from India’s Gail and GSPC — have gone unawarded, indicating a shortage of immediately available fuel. Thailand’s PTT was seeking a late March-early April cargo but only bought for next month.
While some importers were able to secure liquefied natural gas for March, a few of these cargoes were awarded at high prices. Bangladesh secured two emergency shipments for this month, one at about $28 per million British thermal units — about 2.5 times higher than the January rate — and the other at close to $23/mmbtu, according to a Petrobangla official, who added the move was to avert a domestic energy crisis.
The tight supply also comes at a time when Southeast Asia is expecting hotter weather in the months ahead, potentially raising demand for energy. Buyers in Asia will need to continue competing with each other and Europe for a limited amount of gas.
Global LNG prices have surged as the Middle East conflict continues to roil energy markets. European gas jumped as much as 30% Monday, following a spike in crude oil, before settling about 6% higher. Asian LNG prices have more than doubled since the war broke out on Feb. 28, with traders expecting prices to remain high for as long as it lasts.
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Asian Buyers Struggle to Find March LNG as Supply Remains Tight - Blo…
archived 10 Mar 2026 06:29:44 UTC