Global Demand Destruction: Subsidies, Empty Gas Stations, Rationing, Flight Cancelations, Export Limits, Price Controls

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...

'Toxic Indoctrination': Dept Of War Cuts Fellowships At 13 'Elite' Universities Authored by Gabrielle Temaat via The College Fix, The U.S. Department of Defense announced the cancellation of its military education fellowships at 13 top universities on Friday, citing “toxic indoctrination.” “We are eliminating certain Senior Service College (SSC) Fellowship programs for the 2026-2027 academic year and beyond. I am also directing the compilation of a revised list of elite institutions offering equivalent programs to replace those eliminated,” the agency wrote in a memo to Pentagon leadership.  It said this change will give leaders “a...

Russia Seeks To Keep Iran 'In The Fight' As Pentagon Eyes Mass Kamikaze Drone Production Summary: Russia is trying to keep its regional ally Iran "in the fight"; Pentagon eyes ramping up Kamikaze drone use and production. Trump: War will be over "soon" after which "oil prices will drop like a rock"; We are "not ready to leave Iran yet" but will in "near future". Brushes off potential for 'Vietnam-style quagmire.' Trump on China and delayed Xi meeting - "Looks like it'll happen in five weeks." Macron: "We are not party to the conflict...