Hezbollah Will Stay Out Of US-Iran Fight, But Only If Strikes 'Limited'

Hormuz Paralyzed: Another Tanker Hit, Floating Parking Lot Of Ships Swells Update (1555ET): The latest Automatic Identification System (AIS) vessel-tracking data, via Bloomberg, shows that tanker traffic in the Strait of Hormuz has been paralyzed, with only a few tankers still transiting the critical maritime energy chokepoint. U.S. Central Command said in a statement on X that IRGC naval power has been severely degraded after U.S. forces and their allies eliminated eleven warships. Two days ago, the Iranian regime had 11 ships in the Gulf of Oman, today they have ZERO. The Iranian...

The Israeli government is still holding a massive trove of video documentation of the Oct. 7 attack captured by individuals and communities caught up in the fighting. One bereaved parent even accuses Israeli authorities of deleting a video of her son’s last moments before returning his phone to her.  According to Israel’s Channel 13, “all the […]

Regime Change Will Not Be Easy: Tehran's Goal Is To Survive By Any Means Necessary By Molly Schwartz, cross-asset macro strategist at Rabobank My Circus! My Monkeys! Europe was hit with the first strike to its energy supply chain after the Russian invasion of Ukraine and had to start diversifying its inflows from elsewhere. Now that Middle Eastern LNG is losing reliability, Europe might have to get involved just to keep the lights on. While the EU and UK would probably be more than happy to spectate from the proverbial “monitoring chair,” they...