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.”
@CIG_telegram
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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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Forwarded from /CIG/ Telegram | Counter Intelligence Global (George Walker)
More than 30 remained in hospitals yesterday with battle injuries — one at Brooke Army Medical Center in San Antonio, 12 at Walter Reed, and about 25 at Landstuhl in Germany, sources said.
Of those, about 20 arrived on a C-17 military transport aircraft at Landstuhl on Tuesday with injuries the military designated as “urgent” and requiring evacuation.
More than 100 medical personnel were sent to Landstuhl to assist.
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CBS News
Dozens of U.S. service members in Kuwait suffered serious injuries, including burns, brain trauma and shrapnel wounds, sources…
About 30 U.S. service members remained hospitalized Tuesday after an Iranian drone strike in Kuwait.
Forwarded from /CIG/ Telegram | Counter Intelligence Global (George Walker)
Shahed drones, designed by Iran but mass produced by Moscow for use in Ukraine, have been successful in penetrating the air defenses of Gulf nations. Russian intelligence sharing with Iran has until now been reported as general assistance with targeting, but specific tactical advice is a new level of support.
“What was more general support is now getting more concerning, including UAS [drone] targeting strategies that Russia employed in Ukraine,” said the official.
Ukraine’s President Volodymyr Zelensky said on X Wednesday that “Russia has started supporting the Iranian regime with drones. It will definitely help with missiles, and it is also helping them with air defense.” Kyiv has sent drone interception experts to the Gulf region, to share Ukrainian expertise in stopping the relatively cheap Shaheds, which can cost $30,000. Ukraine has developed tiny interceptors which cost about $5,000 each and can be produced rapidly.
The Western official said that China’s support for Iran was “concerning,” but declined to provide details.
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CNN
Live updates: Attacks on ships in Strait of Hormuz escalate, as Tehran launches ‘intense’ strikes | CNN
Overnight Iranian attacks come as Israel unleashes new bombardment of Tehran and US targets Iran’s navy near the Strait of Hormuz.
Forwarded from /CIG/ Telegram | Counter Intelligence Global (George Walker)
The difference between the extent of damage in the current round of fighting and the war last June is clearly evident. The number of claims after 11 days of fighting was similar to that recorded by the second day of the war last June.
At that time, nearly 10,000 claims were filed with the Tax Authority's compensation fund for property damage. On the fourth day, the number of claims almost doubled, reaching 18,800. By the end of the 12-day round of fighting, 53,409 claims were filed for direct damage, and compensation with NIS 2.9 billion paid out for direct damage.
The data show that, in relation to last year's fighting, Iran has been firing less missiles but concentrating its efforts on central Israel. According to the Institute for National Security Studies, while in June Iran launched about 1,600 missiles and drones, the number in this round of fighting so far is less than 600.
However, in the current operation the number of alerts has increased significantly. If in June the number of alerts was about 20,000 for missiles fired and infiltration of drones, today this figure has already reached about 42,000.
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The Jerusalem Post | JPost.com
After 11 days, missile damage in Israel only a fraction of Iran war in June
The most damage reported to the Tax Authority's hotline has been in Tel Aviv where 4,609 damage claims have been filed.
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“We want to remove long-term existential threats from Iran to Israel. The new Khamenei is not less extremist than the previous one,” said
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Forwarded from The Global Eye
#BREAKING | 🇦🇪 🇮🇷 — The Dubai Government Media Office has confirmed that two drones fell in the vicinity of Dubai International Airport (DXB) earlier today, resulting in injuries to four individuals.
The Global Eye | Subscribe
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The Monarch also called on people to stock up on their essential needs and, by continuing the strikes, to refrain from going to their workplaces.
Dear fellow compatriots, we are now in a very sensitive stage of our final struggle.
I ask you to prepare your essential needs as soon as possible, and for the sake of your own security, leave the streets and stay in your homes. Continue the strike and do not show up for work. To demonstrate your unity, keep up the nighttime chants with full force.
To the military and security forces: This is the last chance to separate yourselves from the repressive forces and join the people.
Await my final call.
🔗 Reza Pahlavi (@PahlaviReza)
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Two suffered damage, and the third is ablaze, with the crew abandoning ship.
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🔗 Babak Taghvaee - The Crisis Watch (@BabakTaghvaee1)
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