Forwarded from /CIG/ Telegram | Counter Intelligence Global (George Walker)
Yesterday, despite only 45 missiles and 45 drone launches, Iran scored multiple hits in Israel’s Tel Aviv, Beit Shemesh and Haifa, in the UAE’s Al Ruwais refinery and Al Dhafra airbase, Jordan’s Muwaffaq Salti airbase, Kuwait’s Ali Al Salem airbase, Bahrain’s Camp Jufair and Qatar’s Al Udeid airbase.
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Forwarded from /CIG/ Telegram | Counter Intelligence Global (George Walker)
🇮🇷 Iran: 1,255 killed, 12,000 injured
🇱🇧 Lebanon: 570 killed, 1,444 injured
🇮🇱 Israel: 13 killed, ~2,000 injured
🇮🇶 Iraq: 15 killed, dozens injured
🇯🇴 Jordan: 14 injured
🇰🇼 Kuwait: 6 killed, dozens injured
🇧🇭 Bahrain: 2 killed, dozens injured
🇸🇦 Saudi Arabia: 2 killed, 12 injured
🇦🇪 UAE: 6 killed, 122 injured
🇶🇦 Qatar: 16 injured
🇴🇲 Oman: 1 killed, 5 injured
🇺🇸 US military: 8 killed, 140–150 injured
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Forwarded from /CIG/ Telegram | Counter Intelligence Global (George Walker)
• The preemptive evacuation of bases and hesitance to fully restaff them
• The refusal to run escorts through the Strait
Whatever bluster people produce, however many drone launchers or ships they claim are destroyed, these two basic realities expose the real balance of power in the conflict. A meaningful shift in that balance would see one or both of these situations changing. There's no indication such a shift is underway or likely to happen anytime soon.
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MarketScreener
US Navy tells shipping industry Hormuz escorts not possible for now
The U.S. Navy has refused
near-daily requests from the shipping industry for military
escorts through the Strait of Hormuz since the start of the war
on Iran, saying the risk of attacks is too high...
near-daily requests from the shipping industry for military
escorts through the Strait of Hormuz since the start of the war
on Iran, saying the risk of attacks is too high...
Forwarded from /CIG/ Telegram | Counter Intelligence Global (George Walker)
Korean journalists took a picture of American troops dismantling a THAAD system and preparing it for relocation.
Last weekend, dozens of cargo flights, including the massive Lockheed C-5 Galaxy, took off from ROK airports heading for the Middle East.
MIM-104 Patriot systems are expected to be removed as well from the country.
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Forwarded from /CIG/ Telegram | Counter Intelligence Global (George Walker)
Romanian president, Nicușor Dan, didn’t go too much into detail about the force that is going to be deployed but he did mention that several air tankers will be deployed among other things.
Flightradar24 data showed an exodus of KC-135R Stratotankers from the Middle East a few days ago, showing that the U.S. is indeed pulling back some assets away from Iranian missiles and drones.
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HotNews.ro
VIDEO Avioane de realimentare, forțe militare și echipamente americane vor fi aduse în România. Nicușor Dan după ședința CSAT:…
Dislocarea temporară a unor echipamente și forțe militare americane în România, în contextul războiului cu Iranul, va fi făcută în măsura în care Parlamentul
Forwarded from /CIG/ Telegram | Counter Intelligence Global (George Walker)
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Forwarded from Tabz - Alternative Media (Tabz)
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Forwarded from Rerum Novarum // Intel, Breaking News, and Alerts 🇺🇸
🛢⚡️- BREAKING: The International Energy Agency has decided to release 400 million oil barrels from its strategic reserves.
Forwarded from WarFront Witness (U)
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⚡️🇴🇲🇮🇷 Salalah port in Oman has been attacked by Iranian drones. Multiple fuel tanks have been hit.
@wfwitness
@wfwitness
Forwarded from /CIG/ Telegram | Counter Intelligence Global (George Walker)
“Through Omani mediators, we received messages from the U.S. president requesting negotiations on a ceasefire. Our response is this: we will not agree to any negotiations as long as there exists an entity called Israel.”
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Forwarded from /CIG/ Telegram | Counter Intelligence Global (George Walker)
Crude oil prices fall sharply as energy markets remain on tenterhooks over effective closure of the Strait of Hormuz.
Oil prices are seeing dramatic swings as traders struggle to make sense of mixed messages about the impact of the United States and Israel’s war on Iran.
Brent crude, the international benchmark, on Tuesday plunged 17 percent to fall below $80 a barrel, then rebounded to near $90 after US Secretary of Energy Chris Wright posted on the X platform – but then quickly deleted – a claim that the US Navy had escorted an oil tanker through the Strait of Hormuz.
White House Press Secretary Karoline Leavitt later told reporters that there had been no armed escort through the strait, which has been effectively closed to shipping in the region due to Iranian threats.
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Forwarded from /CIG/ Telegram | Counter Intelligence Global (George Walker)
A Look at top global producers of the 3 would show China is the big winner in absence of Gulf export. It produced 27% of global Sulfur, 48% of Urea & 43% of Ammonia.
China is the swing producer for all these chemicals. It is in fact the swing producer for most chemical product.
w/o competition from Gulf countries (which have access to the cheapest hydrocarbon), China & Russia are probably the cheapest producers.
So aside from solar & wind, China also benefits in global trade from less refined petroleum products.
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Forwarded from /CIG/ Telegram | Counter Intelligence Global (George Walker)
/CIG/ Telegram | Counter Intelligence Global
Most common use of sulfur is fertilizers. Sulfur is needed to produce Sulfuric Acid. Sulfuric Acid + Phosphate rock is need to produce phosphoric Acid. Which is the main feedstock for several types of phosphate fertilizers. Phosphate demand recently have jumped due to LFP batteries.
China is the world's largest sulfur producer, consumer & importer. It imported 9.6 mt (45% of its demand) in 2025 while produced ~11.9 mt. It has 18 mt capacity (8mt+ @ Sinopec), so could increase utilization to meet more demand. In 2025, ~4mt imported from UAE, Saudi, Qatar & Kuwait, countries affected by Gulf of Hormuz closure.
In 2024, China was world's largest Sulfuric Acid exporter (due to this huge supply of Sulfur & domestic capacity), followed by Canada, Japan & South Korea.
Top importers are Chile, US, Morocco, India & Kazakhstan, needed for farming/phosphate + mining of Cu, Li & Uranium.
Note China is almost half of global demand. Again, countries w/ large phosphate, farming, chemical & mining industry are high on this list. 52% of demand is fertilizers in 2024 & 18% in metal processing.
Sulfur is import for Sulfuric Acid, which is important for agriculture + many basic materials.
China not getting enough Sulfur would be a huge global problem for farming, energy transition & metal industry. I think it can increase domestic utilization to compensate, but watch out for downstream effects if this blockade lasts for a while.
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