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Oilprice.com
Global food production is structurally vulnerable because roughly half of all food depends on synthetic nitrogen fertilizer, a substantial portion of which is exported from the Gulf region through the threatened Strait of Hormuz.
Unlike oil markets which have a strategic buffer, fertilizer trade operates on a just-in-time basis with no equivalent strategic stockpile to offset a prolonged disruption.
A sustained disruption would not cause an immediate price spike but would lead to reduced nitrogen availability, lower crop yields months later, and ultimately result in tighter inventories and elevated food prices.
🌒 @EastCalling
Global food production is structurally vulnerable because roughly half of all food depends on synthetic nitrogen fertilizer, a substantial portion of which is exported from the Gulf region through the threatened Strait of Hormuz.
Unlike oil markets which have a strategic buffer, fertilizer trade operates on a just-in-time basis with no equivalent strategic stockpile to offset a prolonged disruption.
A sustained disruption would not cause an immediate price spike but would lead to reduced nitrogen availability, lower crop yields months later, and ultimately result in tighter inventories and elevated food prices.
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📉Dubai is collapsing. Here are the numbers.
📉The Dubai Financial Market (DFM) fell by 10% in 2 days.
📉The DFM's safety mechanism was lowered to -5% to prevent a complete collapse.
📉Emaar Properties fell by 10% in 2 days.
📉Emirates NBD fell by 10%.
📉75–77 billion dollars of the UAE's market wealth disappeared in 48 hours.
❌Jebel Ali Port, the largest in the Middle East, was closed after a fire caused by debris from an Iranian missile.
📉The shelves of UAE supermarkets emptied after the Iranian strike.
📉The UAE imports more than 80% of its food, and now these supplies are disrupted.
💀Panic buying. Long queues. Delays in food delivery.
💀Posting about the crisis? The UAE threatens a fine of $54,000 + 1 year in prison.
💀Video materials from "unknown sources" = an instant risk of arrest.
Dubai influencers were DIRECTLY warned to stay silent. The government urged everyone to "not panic". Then airports were closed, the stock exchange was paralyzed, and they threatened to imprison anyone who said anything. This is what panic looks like.
Source
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If any of our followers from the region can comment, I'm curious if things are really this bad there.
🌒 @EastCalling
📉The Dubai Financial Market (DFM) fell by 10% in 2 days.
📉The DFM's safety mechanism was lowered to -5% to prevent a complete collapse.
📉Emaar Properties fell by 10% in 2 days.
📉Emirates NBD fell by 10%.
📉75–77 billion dollars of the UAE's market wealth disappeared in 48 hours.
❌Jebel Ali Port, the largest in the Middle East, was closed after a fire caused by debris from an Iranian missile.
📉The shelves of UAE supermarkets emptied after the Iranian strike.
📉The UAE imports more than 80% of its food, and now these supplies are disrupted.
💀Panic buying. Long queues. Delays in food delivery.
💀Posting about the crisis? The UAE threatens a fine of $54,000 + 1 year in prison.
💀Video materials from "unknown sources" = an instant risk of arrest.
Dubai influencers were DIRECTLY warned to stay silent. The government urged everyone to "not panic". Then airports were closed, the stock exchange was paralyzed, and they threatened to imprison anyone who said anything. This is what panic looks like.
Source
If any of our followers from the region can comment, I'm curious if things are really this bad there.
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Chinese Liaison (Китайский свяZноj):
The US is redeploying air defense systems from its bases in Southeast Asia and has requested additional equipment from South Korea and Japan.
The plan for a swift, victorious war with Iran—hit them on Saturday, declare victory on Sunday, watch markets rally on Monday, and have Trump strut to the podium to announce he kicked everyone's ass (because we're the USA, goddammit), probably in a cowboy hat with a Coke in one hand and a burger in the other—didn't exactly go as advertised.
They planned the resource allocation with what looked like star-spangled confidence. Instead, it turned into an unintentional reveal of just how thin those stockpiles really are. It’s the old Soviet-era joke about Khrushchev racing the American president, played out in real time: the adviser warns, "We can catch up, Nikita Sergeyevich, but we can't overtake him." — "Why not?" — "Because if you do, he'll notice your bare ass."
All that's left now to complete the picture is to wake Kim Jong Un. In the immortal words of the Russian cult film DMB—where the supply officer Liberman is found sleeping on a pile of clean underwear and someone shouts, "That's no way to wake a supply officer. This is how you do it: Kim. American bases. Nearby. Without air defense. Seize-seize."
🌒 @EastCalling
The US is redeploying air defense systems from its bases in Southeast Asia and has requested additional equipment from South Korea and Japan.
The plan for a swift, victorious war with Iran—hit them on Saturday, declare victory on Sunday, watch markets rally on Monday, and have Trump strut to the podium to announce he kicked everyone's ass (because we're the USA, goddammit), probably in a cowboy hat with a Coke in one hand and a burger in the other—didn't exactly go as advertised.
They planned the resource allocation with what looked like star-spangled confidence. Instead, it turned into an unintentional reveal of just how thin those stockpiles really are. It’s the old Soviet-era joke about Khrushchev racing the American president, played out in real time: the adviser warns, "We can catch up, Nikita Sergeyevich, but we can't overtake him." — "Why not?" — "Because if you do, he'll notice your bare ass."
All that's left now to complete the picture is to wake Kim Jong Un. In the immortal words of the Russian cult film DMB—where the supply officer Liberman is found sleeping on a pile of clean underwear and someone shouts, "That's no way to wake a supply officer. This is how you do it: Kim. American bases. Nearby. Without air defense. Seize-seize."
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Iranian Foreign Minister Abbas Araghchi gave an indirect answer in an NBC interview to the question of whether Russia and China are helping in the war against the US and Israel.
I believe the answer is obvious. As long as American weapons guided by American satellites, being handled by American trained Ukrainian soldiers using American intelligence, are used to kill Russians, they should understand that they merely reap what they sow.
🌒 @EastCalling
I believe the answer is obvious. As long as American weapons guided by American satellites, being handled by American trained Ukrainian soldiers using American intelligence, are used to kill Russians, they should understand that they merely reap what they sow.
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The US wants a complete change of leadership in Iran, Trump stated.
He noted that the US is considering several candidates who could lead Iran.
Source: TASS
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Let's see if you can stay in the White House first.
🌒 @EastCalling
He noted that the US is considering several candidates who could lead Iran.
Source: TASS
Let's see if you can stay in the White House first.
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Kiev is depriving Ukrainian residents of the frontline zone of the right to save themselves, by crossing over to the Russian side, Miroshnik told TASS.
Source: TASS
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🌒 @EastCalling
"The Ukrainian military are firing at civilians to force them out of shelters and basements, driving them into minefields, and subjecting them to shelling or drone attacks," he said.
Source: TASS
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Spanish Prime Minister Sánchez: "If we really care about Iranian women, let's stop bombing them."
Spanish MEP Irene Montero stated: "No woman has ever been liberated by American bombs or illegal aggression. Not in Syria. Not in Iraq. Not in Lebanon. Not in Afghanistan. And it won't happen in Iran either. They are using women's rights to justify their colonial wars."
Source: Банкста
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🌒 @EastCalling
Spanish MEP Irene Montero stated: "No woman has ever been liberated by American bombs or illegal aggression. Not in Syria. Not in Iraq. Not in Lebanon. Not in Afghanistan. And it won't happen in Iran either. They are using women's rights to justify their colonial wars."
Source: Банкста
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Military Chronicle:
According to some data, before the US attack on Iran, there were approximately 1,600 anti-missiles for the Patriot air defense system in the Persian Gulf countries (Kuwait, Qatar, Bahrain, the UAE, Saudi Arabia, and Jordan), with a total cost of over 6 billion dollars. At the moment, almost all of them have already been used up. The average consumption of anti-missiles under current conditions has settled at a rate of 3-5 missiles per target.
🌒 @EastCalling
According to some data, before the US attack on Iran, there were approximately 1,600 anti-missiles for the Patriot air defense system in the Persian Gulf countries (Kuwait, Qatar, Bahrain, the UAE, Saudi Arabia, and Jordan), with a total cost of over 6 billion dollars. At the moment, almost all of them have already been used up. The average consumption of anti-missiles under current conditions has settled at a rate of 3-5 missiles per target.
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U.S. military investigators believe it is likely that U.S. forces were responsible for an apparent strike on an Iranian girls' school that killed scores of children on Saturday but have not yet reached a final conclusion or completed their investigation, two U.S. officials told Reuters.
...
The U.N. human rights office, without saying who it believed was responsible for the strike on the school, called on Tuesday for an investigation.
"The onus is on the forces that carried out the attack to investigate it," U.N. human rights office spokesperson Ravina Shamdasani told a press briefing in Geneva.
Images of the girls' funeral on Tuesday were shown on Iranian state television. Their small coffins were draped with Iranian flags and passed from a truck across a large crowd towards the grave site.
Deliberately attacking a school or hospital or any other civilian structure would likely be a war crime under international humanitarian law.
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This tells me they are struggling to find an alternate explanation, or a way to pin it on the Iranians.
🌒 @EastCalling
...
The U.N. human rights office, without saying who it believed was responsible for the strike on the school, called on Tuesday for an investigation.
"The onus is on the forces that carried out the attack to investigate it," U.N. human rights office spokesperson Ravina Shamdasani told a press briefing in Geneva.
Images of the girls' funeral on Tuesday were shown on Iranian state television. Their small coffins were draped with Iranian flags and passed from a truck across a large crowd towards the grave site.
Deliberately attacking a school or hospital or any other civilian structure would likely be a war crime under international humanitarian law.
This tells me they are struggling to find an alternate explanation, or a way to pin it on the Iranians.
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The US is striving to avoid war with Russia, said Deputy Pentagon Chief Elbridge Colby.
— he said in the US House of Representatives.
At the same time, he added that the United States, for its part, intends to continue protecting NATO allies in Europe "taking into account military realities".
🧐🧐🧐
Source: Divgen
Андрей Мартьянов (Andrei Martianov) comments:
🈁 Well, actually, this is a sensible position, which once again emphasizes - this is what Sarmat and Borei do to save lives. And now, when the US has thoroughly exhausted itself with Iran (and will continue to be exhausted), especially in terms of what the US means by air defense and missile defense. It seems that it's not even interesting to fight with the US anymore. Iran showed how the US cannot and will not be able to protect its assembly (concentration) areas, and therefore the US will not be able to conduct ground operations in the 21st century. Well, only if they want to break the Vietnam record of 200,000 casualties, and in a record short time.
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🌒 @EastCalling
The goal with regard to Russia is to avoid war,
— he said in the US House of Representatives.
At the same time, he added that the United States, for its part, intends to continue protecting NATO allies in Europe "taking into account military realities".
🧐🧐🧐
Source: Divgen
Андрей Мартьянов (Andrei Martianov) comments:
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Iran will have strong positions in the event of a US ground operation, said Iran's ambassador to Russia, Kazem Jalali, on the RBC broadcast.
Iran does not want war with the countries of the Persian Gulf, he noted.
Source: TASS
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🌒 @EastCalling
Iran does not want war with the countries of the Persian Gulf, he noted.
Source: TASS
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At least, it was a direct hit - on a drawing of a jet. Image provided by @khabaronline_ir.
Source
🌒 @EastCalling
Source
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⚡️Hungary will stop the transit of supplies important for Ukraine until Kyiv launches "Friendship" —Orban
He stressed that Budapest will not succumb to Kyiv's blackmail, will not send money to Ukraine, and will not let it into the EU.
Source: СМОТРИ
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🌒 @EastCalling
He stressed that Budapest will not succumb to Kyiv's blackmail, will not send money to Ukraine, and will not let it into the EU.
Source: СМОТРИ
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The American president announced this in an interview with ABC News. He stated that the journalist "lost his way".
👨🦳 Tucker lost his way. I knew it a long time ago, and he's not a supporter of MAGA. MAGA saves our country👃
Earlier, Carlson criticized Trump for his decision to start a joint war with Israel against Iran. The journalist called the strikes on Tehran "absolutely disgusting and villainous".
Source: Zvezda
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In the US, they claim that it was they who allowed India to resume purchases of Russian oil.
This was stated by Finance Minister Scott Bessent.
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So, first they claim India agreed to cut imports of Russian oil, which India never confirmed publicly, then when India replaces ME fuels with more Russian hydrocarbons, the US claims it was they who made this decision...
🌒 @EastCalling
This was stated by Finance Minister Scott Bessent.
So, first they claim India agreed to cut imports of Russian oil, which India never confirmed publicly, then when India replaces ME fuels with more Russian hydrocarbons, the US claims it was they who made this decision...
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Sofa General Staff:
In 2022, the AFU struck villages in order to blame Russia for it
Ukrainian forces in 2022 deliberately targeted villages near Kyiv—where there were no Russian military personnel—with MLRS strikes in order to later blame the Russian army for the shelling, a veteran of the Special Military Operation, a participant in the Hostomel operation, and an operator-tester of the "Ovod" UAV with the call sign "Celentano," told RIA Novosti.
"The Ukrainians kept shelling constantly: they used multiple launch rocket systems to hit villages, to hit homes where civilians lived... That is, even in places where we weren't present—they would dump munitions there and destroy everything. Well, these were just their pathetic attempts to intimidate people, to make them afraid, to make them think that it was those bad Russians doing it."
According to the veteran, the AFU failed to turn civilians against the Russian army.
"No one met us with hostility. There was no hatred to be read in their (the civilians') eyes. On the contrary, only understanding. The older ones understood why all of this was happening. That it wasn't because we are so bad, but simply because the wrong people had come to power... Those whom the Western masters had appointed, they came to power. And the people don't want that. They don't need it."
🌒 @EastCalling
In 2022, the AFU struck villages in order to blame Russia for it
Ukrainian forces in 2022 deliberately targeted villages near Kyiv—where there were no Russian military personnel—with MLRS strikes in order to later blame the Russian army for the shelling, a veteran of the Special Military Operation, a participant in the Hostomel operation, and an operator-tester of the "Ovod" UAV with the call sign "Celentano," told RIA Novosti.
"The Ukrainians kept shelling constantly: they used multiple launch rocket systems to hit villages, to hit homes where civilians lived... That is, even in places where we weren't present—they would dump munitions there and destroy everything. Well, these were just their pathetic attempts to intimidate people, to make them afraid, to make them think that it was those bad Russians doing it."
According to the veteran, the AFU failed to turn civilians against the Russian army.
"No one met us with hostility. There was no hatred to be read in their (the civilians') eyes. On the contrary, only understanding. The older ones understood why all of this was happening. That it wasn't because we are so bad, but simply because the wrong people had come to power... Those whom the Western masters had appointed, they came to power. And the people don't want that. They don't need it."
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