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FelipeChannel
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🇬🇧News, opinions and meme gathering -
🇮🇹Raccolta di notizie, opinioni e meme -
🇪🇸Recopilacion de noticias, opiniones y meme

Focus:
* OSINT
* Crypto-circus
* Geoplitics
* Finance
* Privacy tools

Forward(ed) ≠ endorsement

*APOLITICAL*
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Forwarded from /CIG/ Telegram | Counter Intelligence Global (George Walker)
🏭 Top export passing thru Strait of Hormuz aside from oil/gas are chemicals like Sulfur, Urea & Ammonia.

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.

🔗 tphuang
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Forwarded from /CIG/ Telegram | Counter Intelligence Global (George Walker)
/CIG/ Telegram | Counter Intelligence Global
🏭 Top export passing thru Strait of Hormuz aside from oil/gas are chemicals like Sulfur, Urea & Ammonia. 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 &…
🏭 Impact of Sulfur supply interruption will hit Sulfuric Acid production, which is needed for phosphate (fertilizer & LFP battery), chemicals, metal processing (leaching for Cu, Ni, Co, U, Zn, Fe & Ag), refining & more.

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.

🔗 tphuang
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Forwarded from /CIG/ Telegram | Counter Intelligence Global (George Walker)
🇮🇷⚔️🇺🇸 An Iranian drone attack in Kuwait that killed U.S. service members in the early hours of the war with Iran was more severe than previously known, with dozens suffering injuries that included brain trauma, shrapnel trauma and burns, per sources.

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.

🔗 https://www.cbsnews.com/news/strike-in-kuwait-that-killed-6-us-service-member-more-severe/
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Forwarded from /CIG/ Telegram | Counter Intelligence Global (George Walker)
🇷🇺🤝🇮🇷 Russia is helping Iran with advanced drone tactics from its war in Ukraine to hit US and Gulf nation targets in the Middle East, according to a Western intelligence official.

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.

🔗 https://edition.cnn.com/world/live-news/iran-war-us-israel-trump-03-11-26?post-id=cmmlwm6i400003j6udhju1jpb
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Forwarded from /CIG/ Telegram | Counter Intelligence Global (George Walker)
🇮🇷⚔️🇮🇱 After 11-days of fighting, the Israel Tax Authority has received 9,115 claims for missile damage, including 6,586 for damage to buildings, 1,044 for damage to contents and equipment, and 1,485 for damage to vehicles.

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.

🔗 https://www.jpost.com/business-and-innovation/real-estate/article-889551
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🇺🇸🇮🇱🇮🇷— Israeli Foreign Minister Gideon Saar spoke about the American-Israeli campaign against the Islamic Republic in Iran and adding that it aims to create conditions for the Iranian people to regain their freedom:
“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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👑👑📞👑 — Exiled Crown Prince of Iran Reza Pahlavi urged Iranians on Wednesday to stay in their homes and continue strike action, while waiting for his final call, saying that Iran reached a "very sensitive stage of the Final struggle"

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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🇮🇷🛢🛥 — Three cargo ships were attacked by IRGC in the Persian Gulf overnight, per UKMTO alerts.

Two suffered damage, and the third is ablaze, with the crew abandoning ship.
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🇺🇸🇮🇱🇮🇷 — Observers report that an Israeli airstrike targeted the flour and starch factory at the Se-Rah Heydarabad area of Naqadeh, Northwest of Iran.

📝 On March 7 a ballistic missile launcher mounted on a trailer arrived from Tabriz and launched a missile from Naqadeh.

➡️ According to them, the missile was intercepted near the border, after which a drone reportedly tracked and destroyed the launcher. Both the launcher driver and a passenger car accompanying it were hit in traffic.

📝 Since that incident, the Naqadeh industrial zone and its factories and warehouses have been under surveillance, and the factory shown in the video was reportedly struck again a few nights ago, resulting in casualties.

🔗 Babak Taghvaee - The Crisis Watch (@BabakTaghvaee1)
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🇹🇷🇮🇷 — Turkish channel "NTV" broadcasts Patriots air defense systems being en route to Turkey’s Malatya where Kurecik Nato Radar Base is located after Tukey came under attacks by IRGC missiles over the past days

🔗 Ragıp Soylu (@ragipsoylu)
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Forwarded from The Global Eye
#BREAKING | 🇮🇷 🇺🇸 — Suspected Iran-Linked Cyberattack Disrupts Global Operations at Stryker

Stryker Corporation, a leading U.S. medical technology company, is experiencing a major global IT outage following a cyberattack attributed to the Iranian-linked hacktivist group Handala.

Reports indicate the incident involved wiper malware that erased data from networked devices, particularly affecting systems at the company's Cork, Ireland site. Internal login pages displayed the Handala logo, and employees reported collapsed network access, with some work accounts wiped from personal devices. Staff were sent home as operations halted.

The attack has impacted thousands of workers, including over 5,000 in Ireland, amid broader global disruptions. Stryker shares fell approximately 3% following the news.

Handala, often linked to Iran's intelligence apparatus and known for pro-Palestinian motives, has claimed responsibility in some reports, describing the operation as retaliation in ongoing geopolitical tensions.

Stryker has not yet issued an official statement, and investigations are ongoing.

The Global Eye | Subscribe
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🇮🇹🇮🇷🇮🇷 — Italian Prime Minister Giorgia Meloni on Iran:

“We cannot afford to have an ayatollahs' regime that possesses nuclear weapons, combined with missile capabilities that could soon directly attack Italy and Europe.”
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🇮🇷🇮🇷🇮🇱🇺🇸 — Iraq-born Islamic Republic of Iran's Head of the National Security Council, Ali Larijani:

“Tonight we received messages from the U.S. president, through the Omani mediator, requesting that we negotiate a ceasefire.

Our response is that we will not accept any negotiations as long as an entity called Israel exists.”
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🇮🇱🇮🇷❗️ — Fars News reports several Iranian security personnel and Basij members were killed in what it described as Israeli UAV attacks on multiple checkpoints across Tehran on Wednesday evening. Fars News said checkpoints in districts 14, 15, 16 and 1 were hit.

Informed sources reported explosions and clashes at several locations in the capital. According to this report, checkpoints in District 14 (Mahallati Highway), District 15 (opposite Hashem Abad gas station), District 16 (Fadaiyan Islam Street), and District 1 (end of Artesh Boulevard) were directly targeted in these attacks.
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🇧🇷🗳📊 — Futura Inteligência, a research institute of Apex Partners, released a new survey on voter intentions for President of the Republic in the 2026 elections.

➡️ The main highlight is Flávio Bolsonaro (PL), who leads three stimulated first-round scenarios. In another scenario in which he participates, he is technically tied with Lula (PT).

🔵 Flávio Bolsonaro – 54.6%
🔴 Lula da Silva – 45.4%


Source 🖇
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