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The Plumbing For Vast Defense Spending Needs To Be Set Up

The Plumbing For Vast Defense Spending Needs To Be Set Up By Michael Every of Rabobank In response to Iranian strikes on ships using the Omani route in Hormuz, the US has struck Iranian air defense, missile, and drone sites in the Strait and suspended its oil sanctions waiver. These are clear breaches of the MoU, and we will now see if Iran escalates --it says it will take “decisive” action-- with the risk of war if the US is also prepared to go that route. We suspect the US will...
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Nov 13, 2026 / Tyler Durden
China's 'Silent' War Drill: Taiwan Blockade Fears Put Conflict-Free Supply Chains In Focus
China's 'Silent' War Drill: Taiwan Blockade Fears Put Conflict-Free Supply Chains In Focus Five days after we reported, "China Rehearses Taiwan Blockade In Unannounced Naval War Drill," Reuters appears to have caught up with our reporting about Beijing conducting unannounced war drills involving more than 100 military and coast guard vessels across the western Pacific and around Taiwan at the start of the month.Reuters cited a Taiwanese security official, speaking on condition of anonymity, who confirmed what we reported last Sunday about China's military and coast guard amassing ships in...
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Jul 25, 2026 / Tyler Durden
The United Nations Has Run Out Of Alibis
The United Nations Has Run Out Of Alibis Authored by Pierre Rehov via The Epoch Times, Institutions built to prevent atrocities eventually face the question of what they actually protect. For the United Nations, voting patterns, internal investigations and its own decisions this year no longer support the fiction of neutrality. An UNRWA school in Gaza sat above a Hamas tunnel shaft and three anti-tank positions, and its own principal was on the payroll of both institutions at once - a fact that American investigators, not the UN, brought to light. Israeli...
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Apr 25, 2026 / Tyler Durden
Launching AI Into Orbit
Launching AI Into Orbit Authored by Timothy Murphy via RealClearDefense, The Strait of Hormuz reminds us that a single chokepoint can shape the global economy overnight. What most policymakers miss is that space has its own version of Hormuz—and we are rapidly losing control of it. Multiple sectors of the global economy are dependent on access to the Strait of Hormuz, but nations are becoming ever more reliant upon access to space to drive their economies. Similar to the Strait, the key corridor in space is Low Earth Orbit (LEO). All...
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