Trump today imposed an export ban on US scrap metal. The reason? China.
Trump signed an order today.
The sale of US scrap metal containing critical metals will now require a permit.
The order lists three items:
Old batteries, end-of-life magnets, and scrap containing tungsten.
At first glance, it seems pointless for a country to protect its own scrap metal.
That scrap metal contains a metal that the US can no longer obtain from elsewhere.
The reason it can't obtain it is China.
The metal is tungsten.
Tungsten is one of the hardest metals in the world.
It is used in bullet cores, armor-piercing ammunition, missile parts, and cutting tools. There is no easy alternative to replace it.
The US has not been commercially mining tungsten since 2015.
Because it was cheaper to buy it from China.
Think of it this way:
You were producing a part yourself in your workshop. Then you gave up, because it was cheaper to buy from abroad. Years passed, you sold the workshop, the skilled craftsmen dispersed.
One day the seller closed the door.
Now you're dismantling everything in the workshop to find that part.
That's exactly where the US stands today.
The world's tungsten supply is controlled by Chinese production and exports. The only domestic resource left for the US is scrap metal.
Now let's look at the calendar. That's the real issue.
In December 2024, China banned the export of gallium, germanium, and antimony to the US. These are essential metals for the chip and defense industries.
In November 2025, it suspended the ban. It was a gesture made during trade negotiations.
But this suspension is not indefinite.
It expires on November 27, 2026.
The restriction that Trump signed today, however, goes into effect on January 1, 2027.
The US is preparing for the date when China could turn off the taps again.
So where was this scrap going until now?
The US exports approximately 33,000 tons of electronic waste per month.
The majority goes to Southeast Asia. The biggest buyer is Malaysia. The value of the shipments between 2023 and 2025 exceeded $1 billion.
There's a second detail here.
China banned the import of foreign waste in 2017. After that, Chinese recycling companies moved to Southeast Asia, and Malaysia became the new hub.
So, the US scrap wasn't going directly to China. It was going to the address where the Chinese companies had moved.
Malaysia also completely banned the import of electronic waste on April 1, 2026.
That door was already closed. Trump closed the US side today as well.
Another country is showing the same reflex.
For months, Japan has been collecting and dismantling old air conditioners, removing the magnets from the compressors and separating the rare earth elements inside.
The program is being run by Mitsubishi Electric.
When the news broke, Chinese state media mocked it, publishing articles calling the extraction of metal from air conditioners an international joke.
Japan's reason is the same as the US's.
Following tensions with Taiwan, China reduced sales of rare earth elements to Japan.
Both countries are trying to close the same gap. The reason they're turning to scrap is out of necessity.
Now step back and look.
A country doesn't lose its mine. It loses its functioning factory.
The mine remains underground, it will be unearthed one day.
But when the facility that makes that metal usable closes, when the knowledge is dispersed, when there are no skilled workers left, only one resource remains.
The metal you imported years ago and put in your devices.
That's what the US is protecting today.
In 2015, a mine closed. The decision was made then on the grounds of low cost.
The bill was signed today.
Trump signed an order today.
The sale of US scrap metal containing critical metals will now require a permit.
The order lists three items:
Old batteries, end-of-life magnets, and scrap containing tungsten.
At first glance, it seems pointless for a country to protect its own scrap metal.
That scrap metal contains a metal that the US can no longer obtain from elsewhere.
The reason it can't obtain it is China.
The metal is tungsten.
Tungsten is one of the hardest metals in the world.
It is used in bullet cores, armor-piercing ammunition, missile parts, and cutting tools. There is no easy alternative to replace it.
The US has not been commercially mining tungsten since 2015.
Because it was cheaper to buy it from China.
Think of it this way:
You were producing a part yourself in your workshop. Then you gave up, because it was cheaper to buy from abroad. Years passed, you sold the workshop, the skilled craftsmen dispersed.
One day the seller closed the door.
Now you're dismantling everything in the workshop to find that part.
That's exactly where the US stands today.
The world's tungsten supply is controlled by Chinese production and exports. The only domestic resource left for the US is scrap metal.
Now let's look at the calendar. That's the real issue.
In December 2024, China banned the export of gallium, germanium, and antimony to the US. These are essential metals for the chip and defense industries.
In November 2025, it suspended the ban. It was a gesture made during trade negotiations.
But this suspension is not indefinite.
It expires on November 27, 2026.
The restriction that Trump signed today, however, goes into effect on January 1, 2027.
The US is preparing for the date when China could turn off the taps again.
So where was this scrap going until now?
The US exports approximately 33,000 tons of electronic waste per month.
The majority goes to Southeast Asia. The biggest buyer is Malaysia. The value of the shipments between 2023 and 2025 exceeded $1 billion.
There's a second detail here.
China banned the import of foreign waste in 2017. After that, Chinese recycling companies moved to Southeast Asia, and Malaysia became the new hub.
So, the US scrap wasn't going directly to China. It was going to the address where the Chinese companies had moved.
Malaysia also completely banned the import of electronic waste on April 1, 2026.
That door was already closed. Trump closed the US side today as well.
Another country is showing the same reflex.
For months, Japan has been collecting and dismantling old air conditioners, removing the magnets from the compressors and separating the rare earth elements inside.
The program is being run by Mitsubishi Electric.
When the news broke, Chinese state media mocked it, publishing articles calling the extraction of metal from air conditioners an international joke.
Japan's reason is the same as the US's.
Following tensions with Taiwan, China reduced sales of rare earth elements to Japan.
Both countries are trying to close the same gap. The reason they're turning to scrap is out of necessity.
Now step back and look.
A country doesn't lose its mine. It loses its functioning factory.
The mine remains underground, it will be unearthed one day.
But when the facility that makes that metal usable closes, when the knowledge is dispersed, when there are no skilled workers left, only one resource remains.
The metal you imported years ago and put in your devices.
That's what the US is protecting today.
In 2015, a mine closed. The decision was made then on the grounds of low cost.
The bill was signed today.
✍1
🇪🇺🇲🇦 EU sanctions could trigger an economic crisis in Morocco.
Europe buys over 60% of Morocco’s exports.
🔸 A 25% fall in EU exports could cut GDP by 1.8–2.8% and threaten 375,000 jobs
🔸 A 50% fall could reduce GDP by 3.5–5.6% and put 750,000 jobs at risk
🔸 A near-total cutoff could cause a 7–11% contraction and threaten 1.5 million jobs
If Rabat weaponises migration again, Europe must respond with coordinated economic measures.
Europe buys over 60% of Morocco’s exports.
🔸 A 25% fall in EU exports could cut GDP by 1.8–2.8% and threaten 375,000 jobs
🔸 A 50% fall could reduce GDP by 3.5–5.6% and put 750,000 jobs at risk
🔸 A near-total cutoff could cause a 7–11% contraction and threaten 1.5 million jobs
If Rabat weaponises migration again, Europe must respond with coordinated economic measures.
🇲🇦🇪🇺 Morocco must face economic consequences if this happens again.
Nearly 50,000 people crossed into Spanish territory in just 24 hours.
🔸 Over 60% of Morocco’s total exports go to the European Union annually
🔸 Spain alone receives more than 20% of Morocco’s total exports
🔸 Cutting access to the EU market would put around €25.5 billion in annual Moroccan exports at risk
Europe holds overwhelming economic leverage over Rabat.
If Morocco refuses to secure its borders, Spain and the European Union must impose trade sanctions on Moroccan products.
Nearly 50,000 people crossed into Spanish territory in just 24 hours.
🔸 Over 60% of Morocco’s total exports go to the European Union annually
🔸 Spain alone receives more than 20% of Morocco’s total exports
🔸 Cutting access to the EU market would put around €25.5 billion in annual Moroccan exports at risk
Europe holds overwhelming economic leverage over Rabat.
If Morocco refuses to secure its borders, Spain and the European Union must impose trade sanctions on Moroccan products.
🇨🇭 Global One SI - Prompt
World football civil war: Europe threatens to boycott World Cup The world of football has officially been thrown into a state of absolute chaos. In an unprecedented move, all 55 member associations of UEFA have voted to boycott the World Cup if FIFA goes…
This media is not supported in your browser
VIEW IN TELEGRAM
Ceuta if UEFA was in control instead of the EU
🇨🇭 Global One SI - Prompt
🔴🇪🇸 BREAKING - 🤡 Pedro Sanchez has arrived in Ceuta and is being booed, people are whistling at him following the chaotic situation. They say "hiro de puta". Pedro Sanchez needs no translation
This media is not supported in your browser
VIEW IN TELEGRAM
🔴🇪🇸When the country is run by a bitch!
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🇪🇸 Sánchez vs. Netanyahu 🇮🇱
Israel is very nervous about Spain... Netanyahu accuses Sánchez at every opportunity of establishing relations with Iran.
💥 The underlying reason isn't that. It's about GEOPOLITICS.
There's an open struggle to see who will become Europe's ENERGY HUB 👇🏻
One from Africa and the other from Asia. A whole geopolitical struggle is underway, disguised as the Iranian issue.
The recent escalation of tensions between Israel and Spain has gone beyond traditional diplomacy. Benjamin Netanyahu has accused Pedro Sánchez of waging a "diplomatic war" against Israel.
Beyond the clashes related to the conflicts in Gaza and Lebanon, beneath the surface lies a geostrategic rivalry for Europe's energy leadership, with both countries vying to be the gateway to new supplies that would replace dependence on Russia.
This is where the battle of the energy gateways begins 👇🏻
Europe is in a desperate quest for energy diversification. On this chessboard, Spain and Israel represent two distinct geographical solutions:
🇪🇸 Spain is the crossroads of the Atlantic and the Western Mediterranean.
Its strength lies in its massive regasification infrastructure (the largest in the EU) and its privileged connection to Algerian gas via the Medgaz pipeline.
Spain not only aspires to be the hub for liquefied natural gas (LNG) arriving by ship from the Americas and Africa, but it is also leading the ambitious H2Med project, a green hydrogen corridor that would connect the peninsula to France and Germany by 2030.
🇮🇱 Israel, on the other hand, wants to be the gas powerhouse of the Levant.
In just 15 years, Israel has gone from energy importer to key exporter thanks to the mega offshore fields of Leviathan and Tamar.
Its major gamble is the EastMed project, a 1,900 km underwater gas pipeline designed to transport gas from its coasts to Europe (via Cyprus and Greece).
This project would transform the Eastern Mediterranean into a new energy hub for the continent and could leave Spain out of the game if it comes to fruition.
💥 But... What is the geopolitical dimension of the conflict?
Israel’s nervousness regarding Spain’s position is not merely ideological. If Spain consolidates its position as the main recipient of gas from Africa and a leader in hydrogen, the strategic importance of Israeli gas for Northern Europe would be diminished.
While Spain offers a stable route from the west, Israel promises an alternative from the east to break the monopoly previously held by Russia.
Spain has the advantage in the narrative of the energy of the future with renewable hydrogen, while Israel focuses on natural gas as a transitional energy source for the coming decades.
Netanyahu’s exclusion of Spain from oversight mechanisms aims to weaken the country’s political influence in the region, precisely at a time when Spain is attempting to lead EU energy policy.
Thus, the two countries are vying to be the indispensable component of Europe’s energy security.
Spain, by exploiting its geographical position between Africa and Europe, and Israel, by capitalizing on its newfound mineral wealth in Asia.
The current diplomatic clash reflects this silent struggle for control of the energy flows that will keep the European Union afloat.
Israel is very nervous about Spain... Netanyahu accuses Sánchez at every opportunity of establishing relations with Iran.
💥 The underlying reason isn't that. It's about GEOPOLITICS.
There's an open struggle to see who will become Europe's ENERGY HUB 👇🏻
One from Africa and the other from Asia. A whole geopolitical struggle is underway, disguised as the Iranian issue.
The recent escalation of tensions between Israel and Spain has gone beyond traditional diplomacy. Benjamin Netanyahu has accused Pedro Sánchez of waging a "diplomatic war" against Israel.
Beyond the clashes related to the conflicts in Gaza and Lebanon, beneath the surface lies a geostrategic rivalry for Europe's energy leadership, with both countries vying to be the gateway to new supplies that would replace dependence on Russia.
This is where the battle of the energy gateways begins 👇🏻
Europe is in a desperate quest for energy diversification. On this chessboard, Spain and Israel represent two distinct geographical solutions:
🇪🇸 Spain is the crossroads of the Atlantic and the Western Mediterranean.
Its strength lies in its massive regasification infrastructure (the largest in the EU) and its privileged connection to Algerian gas via the Medgaz pipeline.
Spain not only aspires to be the hub for liquefied natural gas (LNG) arriving by ship from the Americas and Africa, but it is also leading the ambitious H2Med project, a green hydrogen corridor that would connect the peninsula to France and Germany by 2030.
🇮🇱 Israel, on the other hand, wants to be the gas powerhouse of the Levant.
In just 15 years, Israel has gone from energy importer to key exporter thanks to the mega offshore fields of Leviathan and Tamar.
Its major gamble is the EastMed project, a 1,900 km underwater gas pipeline designed to transport gas from its coasts to Europe (via Cyprus and Greece).
This project would transform the Eastern Mediterranean into a new energy hub for the continent and could leave Spain out of the game if it comes to fruition.
💥 But... What is the geopolitical dimension of the conflict?
Israel’s nervousness regarding Spain’s position is not merely ideological. If Spain consolidates its position as the main recipient of gas from Africa and a leader in hydrogen, the strategic importance of Israeli gas for Northern Europe would be diminished.
While Spain offers a stable route from the west, Israel promises an alternative from the east to break the monopoly previously held by Russia.
Spain has the advantage in the narrative of the energy of the future with renewable hydrogen, while Israel focuses on natural gas as a transitional energy source for the coming decades.
Netanyahu’s exclusion of Spain from oversight mechanisms aims to weaken the country’s political influence in the region, precisely at a time when Spain is attempting to lead EU energy policy.
Thus, the two countries are vying to be the indispensable component of Europe’s energy security.
Spain, by exploiting its geographical position between Africa and Europe, and Israel, by capitalizing on its newfound mineral wealth in Asia.
The current diplomatic clash reflects this silent struggle for control of the energy flows that will keep the European Union afloat.
✍1
🇨🇭 Global One SI - Prompt
This fits the ongoing logistics for Africa Corps forces in Mali, Libya, and elsewhere, where Moscow trades security support for access to gold, uranium, and other resources that help offset the costs of the war in Ukraine. Cargo contents aren’t publicly confirmed…
The African Corps' intervention is not a charitable mission;
Russian finance is an intermediary operation between the control of gold, diamond, uranium, and lithium mines. African gold smuggled out of the country directly helps Moscow evade international economic sanctions.
Russian finance is an intermediary operation between the control of gold, diamond, uranium, and lithium mines. African gold smuggled out of the country directly helps Moscow evade international economic sanctions.
✍1
The Lobito Corridor:
The West’s Counter-Offensive on the New Route of Critical Minerals
If you open a map of Central Africa and draw a straight line from the rich mining regions of the DRC and Zambia to the Atlantic coast of Angola…
You will be drawing the axis around which the latest major battle of the technological Cold War is being waged.
For the past two decades, the narrative of infrastructure development on the African continent has had a single, clear protagonist: China.
Through its Belt and Road Initiative, Beijing has financed roads, railways, and ports with a very specific objective: to connect the copper and cobalt deposits of the African interior to Indian Ocean ports for direct shipment to its Asian factories.
However, in a geopolitical shift as quiet as it is strategic, the European Union and the United States have decided to break this logistical monopoly by reviving an old colonial-era infrastructure that promises to change the direction in which the continent's wealth flows.
This ambitious Western undertaking is known as the Lobito Corridor.
To understand the value of this initiative, one must first grasp the problem facing Western technology companies.
Elements like copper and cobalt are absolutely essential for manufacturing wind turbines, solar panels, and, above all, the batteries for electric vehicles required by new global environmental regulations.
The problem for Washington and Brussels is that China controls almost the entire supply chain, from the mines deep in the Congo to the final processing.
Until very recently, if a European company wanted to buy Congolese cobalt, the ore had to travel for weeks by truck on congested roads to East African ports like Dar es Salaam (Tanzania) or Durban (South Africa), both heavily influenced by Chinese trade.
This route was not only extremely slow and expensive, but it also left the Western energy transition at the mercy of Beijing’s political decisions.
The Lobito Corridor is the direct answer to this geopolitical bottleneck.
The heart of the project is a railway line of more than 1,300 kilometers that crosses Angola, passes through the mining areas of Zambia, and reaches the heart of the DRC.
The major geographical advantage of this corridor is that it looks directly towards the Atlantic Ocean.
By rehabilitating this railway and modernizing the port of Lobito, transport times for critical minerals are drastically reduced, from a journey of nearly a month by road to just a few days by train.
But the most significant benefit is not logistical, but purely strategic, as this route allows Africa’s mineral wealth to travel directly to ports in Europe and the United States, completely bypassing the roads and infrastructure controlled by China on the eastern side of the continent.
This importance explains why the Lobito Corridor became the first major project financed by the Global Infrastructure and Investment Partnership (GII), a G7 initiative created specifically to compete with Beijing’s money in the developing world.
The United States, the EU, and several international financial institutions have committed billions of dollars not only to repair the railway lines but also to build fiber optic digital connections, solar energy projects, and logistics hubs along the entire route.
The underlying political message is very powerful, as the West attempts to demonstrate to the governments of Angola, Zambia, and the Congo that they are no longer solely dependent on Chinese loans to develop their countries, and that an association with the Atlantic powers can provide them with high-quality infrastructure and direct access to the world’s wealthiest markets.
The West’s Counter-Offensive on the New Route of Critical Minerals
If you open a map of Central Africa and draw a straight line from the rich mining regions of the DRC and Zambia to the Atlantic coast of Angola…
You will be drawing the axis around which the latest major battle of the technological Cold War is being waged.
For the past two decades, the narrative of infrastructure development on the African continent has had a single, clear protagonist: China.
Through its Belt and Road Initiative, Beijing has financed roads, railways, and ports with a very specific objective: to connect the copper and cobalt deposits of the African interior to Indian Ocean ports for direct shipment to its Asian factories.
However, in a geopolitical shift as quiet as it is strategic, the European Union and the United States have decided to break this logistical monopoly by reviving an old colonial-era infrastructure that promises to change the direction in which the continent's wealth flows.
This ambitious Western undertaking is known as the Lobito Corridor.
To understand the value of this initiative, one must first grasp the problem facing Western technology companies.
Elements like copper and cobalt are absolutely essential for manufacturing wind turbines, solar panels, and, above all, the batteries for electric vehicles required by new global environmental regulations.
The problem for Washington and Brussels is that China controls almost the entire supply chain, from the mines deep in the Congo to the final processing.
Until very recently, if a European company wanted to buy Congolese cobalt, the ore had to travel for weeks by truck on congested roads to East African ports like Dar es Salaam (Tanzania) or Durban (South Africa), both heavily influenced by Chinese trade.
This route was not only extremely slow and expensive, but it also left the Western energy transition at the mercy of Beijing’s political decisions.
The Lobito Corridor is the direct answer to this geopolitical bottleneck.
The heart of the project is a railway line of more than 1,300 kilometers that crosses Angola, passes through the mining areas of Zambia, and reaches the heart of the DRC.
The major geographical advantage of this corridor is that it looks directly towards the Atlantic Ocean.
By rehabilitating this railway and modernizing the port of Lobito, transport times for critical minerals are drastically reduced, from a journey of nearly a month by road to just a few days by train.
But the most significant benefit is not logistical, but purely strategic, as this route allows Africa’s mineral wealth to travel directly to ports in Europe and the United States, completely bypassing the roads and infrastructure controlled by China on the eastern side of the continent.
This importance explains why the Lobito Corridor became the first major project financed by the Global Infrastructure and Investment Partnership (GII), a G7 initiative created specifically to compete with Beijing’s money in the developing world.
The United States, the EU, and several international financial institutions have committed billions of dollars not only to repair the railway lines but also to build fiber optic digital connections, solar energy projects, and logistics hubs along the entire route.
The underlying political message is very powerful, as the West attempts to demonstrate to the governments of Angola, Zambia, and the Congo that they are no longer solely dependent on Chinese loans to develop their countries, and that an association with the Atlantic powers can provide them with high-quality infrastructure and direct access to the world’s wealthiest markets.
✍1
🛢WTI, Brent Crude Oil, NGAS Trading 📊
🇪🇸 Sánchez vs. Netanyahu 🇮🇱 Israel is very nervous about Spain... Netanyahu accuses Sánchez at every opportunity of establishing relations with Iran. 💥 The underlying reason isn't that. It's about GEOPOLITICS. There's an open struggle to see who will become…
All eyes are on the Medgaz pipeline, which connects Algeria to Spain.
Given the current situation, it could become a critical target.
Algeria closed the Maghreb gas pipeline, which supplied Spain via Morocco, in 2021.
Morocco subsequently lost over €200 million per year.
But… could it become a Nord Stream 2.0? Is there a risk of sabotage? 👇🏽
In principle, the risk isn't the same, but you never know.
The possibility of an actor like Morocco, the United States, or Israel sabotaging Medgaz presents radically different geopolitical dynamics, incentives, and risks for each.
Following the Nord Stream debacle (where the official German investigation of 2026 pointed to state-sponsored intrigues linked to the war in Ukraine, and where the United States was criticized by the media for its commercial interests), Washington is once again in the crosshairs.
The United States has become one of the largest exporters of LNG to Europe. A Medgaz cutoff would force Spain and the European Union to purchase massive quantities of American LNG tankers at North American market prices.
Sabotaging Medgaz would mean intentionally attacking the economic stability of a direct NATO ally at a time of extreme global tension. Unlike Germany with Russian gas (where Washington sought to sever ties between Berlin and Moscow), the Algerian gas arriving in Spain does not finance an invasive power hostile to NATO, but stabilizes Europe's southern flank.
Israel is different. The relationship between Algeria and Israel is one of total hostility, particularly strained by the conflicts in the Middle East.
Furthermore, Israel has strengthened its ties with Morocco through defense agreements and the recent granting of gas exploration licenses in the Atlantic waters off the coast of Western Sahara.
A blow to Medgaz would deal a critical blow to the finances of Algeria (its geopolitical enemy), whose financial lifeblood is the state-owned company Sonatrach, and, at the same time, to Spain, which is in conflict with Israel over Palestine.
Of the three actors, Morocco maintains the most intense border rivalry with Algeria (fueled by a historical arms race in the Maghreb).
Its objective would be to deprive Algeria of its main source of revenue to Europe and to demonstrate the supposed "insecurity" of Algerian corridors.
A direct Moroccan physical attack in waters under strict surveillance by the Spanish Navy (which, in July 2026, again upgraded its radar and sensor systems on Alboran Island precisely to secure the maritime zone) would almost certainly be detected.
Morocco depends on the political goodwill of Spain and the EU to internationally validate its sovereignty over Western Sahara.
Confirmed sabotage would trigger EU sanctions that would cripple its economy.
If the Medgaz were to be sabotaged, the key would not be a visible missile or warship, but a false flag operation or hybrid warfare.
Obviously, none of these three actors would take responsibility. If it were to happen, the sabotage would be designed to look like an accident.
Another possibility would be that a state actor would finance or provide intelligence to insurgent groups to attack the infrastructure on Algerian soil, completely diverting international attention away from the Mediterranean powers.
Therefore, Medgaz is protected by the fact that its final destination is a core NATO country.
Sabotaging it would not only be an attack on Algeria; it would directly strike at the energy supply and national security of Western Europe.
Consequently, while the economic benefit for the United States or the geopolitical coup for Morocco and Israel may exist on paper, the cost of triggering a European security response would significantly penalize all three actors if it were discovered.
Given the current situation, it could become a critical target.
Algeria closed the Maghreb gas pipeline, which supplied Spain via Morocco, in 2021.
Morocco subsequently lost over €200 million per year.
But… could it become a Nord Stream 2.0? Is there a risk of sabotage? 👇🏽
In principle, the risk isn't the same, but you never know.
The possibility of an actor like Morocco, the United States, or Israel sabotaging Medgaz presents radically different geopolitical dynamics, incentives, and risks for each.
Following the Nord Stream debacle (where the official German investigation of 2026 pointed to state-sponsored intrigues linked to the war in Ukraine, and where the United States was criticized by the media for its commercial interests), Washington is once again in the crosshairs.
The United States has become one of the largest exporters of LNG to Europe. A Medgaz cutoff would force Spain and the European Union to purchase massive quantities of American LNG tankers at North American market prices.
Sabotaging Medgaz would mean intentionally attacking the economic stability of a direct NATO ally at a time of extreme global tension. Unlike Germany with Russian gas (where Washington sought to sever ties between Berlin and Moscow), the Algerian gas arriving in Spain does not finance an invasive power hostile to NATO, but stabilizes Europe's southern flank.
Israel is different. The relationship between Algeria and Israel is one of total hostility, particularly strained by the conflicts in the Middle East.
Furthermore, Israel has strengthened its ties with Morocco through defense agreements and the recent granting of gas exploration licenses in the Atlantic waters off the coast of Western Sahara.
A blow to Medgaz would deal a critical blow to the finances of Algeria (its geopolitical enemy), whose financial lifeblood is the state-owned company Sonatrach, and, at the same time, to Spain, which is in conflict with Israel over Palestine.
Of the three actors, Morocco maintains the most intense border rivalry with Algeria (fueled by a historical arms race in the Maghreb).
Its objective would be to deprive Algeria of its main source of revenue to Europe and to demonstrate the supposed "insecurity" of Algerian corridors.
A direct Moroccan physical attack in waters under strict surveillance by the Spanish Navy (which, in July 2026, again upgraded its radar and sensor systems on Alboran Island precisely to secure the maritime zone) would almost certainly be detected.
Morocco depends on the political goodwill of Spain and the EU to internationally validate its sovereignty over Western Sahara.
Confirmed sabotage would trigger EU sanctions that would cripple its economy.
If the Medgaz were to be sabotaged, the key would not be a visible missile or warship, but a false flag operation or hybrid warfare.
Obviously, none of these three actors would take responsibility. If it were to happen, the sabotage would be designed to look like an accident.
Another possibility would be that a state actor would finance or provide intelligence to insurgent groups to attack the infrastructure on Algerian soil, completely diverting international attention away from the Mediterranean powers.
Therefore, Medgaz is protected by the fact that its final destination is a core NATO country.
Sabotaging it would not only be an attack on Algeria; it would directly strike at the energy supply and national security of Western Europe.
Consequently, while the economic benefit for the United States or the geopolitical coup for Morocco and Israel may exist on paper, the cost of triggering a European security response would significantly penalize all three actors if it were discovered.
🔥2✍1
This media is not supported in your browser
VIEW IN TELEGRAM
THAT OUGHTA DO IT!!!🤣🤣🤣
🤑 The Federal Reserve's balance sheet decreased by $9,188,000,000 in one week.
▪️Market expectations (Federal Reserve rate):
- September 16: Increase of 25 basis points to 3.75-4.00%.
- October 28: PAUSE.
▪️Hamlil, Federal Reserve Chairman:
- I don't think inflation will continue to fall without further action from the Federal Reserve.
- The current monetary policy remains too loose to bring inflation back to the target.
▪️Kashkari, Federal Reserve Chairman:
- The investment boom in data centers has become an additional source of demand and is exacerbating inflationary pressures.
- The Federal Reserve may not react to individual supply shocks, but a series of them can solidify high inflation. In that case, monetary policy should respond.
- I would prefer to tighten policy gradually, in small steps. If inflation begins to fall steadily, the Federal Reserve can slow down or stop without causing excessive damage to the economy.
▪️Logan, Federal Reserve Chairman:
- Inflation risks are shifting towards further increases, and the strong labor market is becoming even stronger.
- I would prefer to raise the rate by 25 basis points to better balance economic prospects and risks. A small rate hike in the near future would reduce the likelihood of more drastic measures in the future.
As a reminder, Hamlil, Kashkari, and Logan voted to raise the Federal Reserve rate at the last meeting.
▪️Market expectations (Federal Reserve rate):
- September 16: Increase of 25 basis points to 3.75-4.00%.
- October 28: PAUSE.
▪️Hamlil, Federal Reserve Chairman:
- I don't think inflation will continue to fall without further action from the Federal Reserve.
- The current monetary policy remains too loose to bring inflation back to the target.
▪️Kashkari, Federal Reserve Chairman:
- The investment boom in data centers has become an additional source of demand and is exacerbating inflationary pressures.
- The Federal Reserve may not react to individual supply shocks, but a series of them can solidify high inflation. In that case, monetary policy should respond.
- I would prefer to tighten policy gradually, in small steps. If inflation begins to fall steadily, the Federal Reserve can slow down or stop without causing excessive damage to the economy.
▪️Logan, Federal Reserve Chairman:
- Inflation risks are shifting towards further increases, and the strong labor market is becoming even stronger.
- I would prefer to raise the rate by 25 basis points to better balance economic prospects and risks. A small rate hike in the near future would reduce the likelihood of more drastic measures in the future.
As a reminder, Hamlil, Kashkari, and Logan voted to raise the Federal Reserve rate at the last meeting.
🇨🇭 Global One SI - Prompt
How to prompt Claude 5 models (full guide by Anthropic)
Claude now acts as my personal Chief of Investments.
My agents have access to live market data, my entire portfolio, my personal finance goals, and more.
I broke the entire system down here
My agents have access to live market data, my entire portfolio, my personal finance goals, and more.
I broke the entire system down here
✍1