IRAN FM: Our powerful Armed Forces are confirmed as 1st to strike down a touted F-35.

IRAN FM: Months after initiation of war on Iran, US Congress acknowledges loss of dozens of aircraft worth billions.

Our powerful Armed Forces are confirmed as 1st to strike down a touted F-35.

With lessons learned and knowledge we gained, return to war will feature many more surprises

U.S. SENATE ADVANCES BILL TO HALT IRAN STRIKES WITHOUT CONGRESSIONAL APPROVAL

South Korea-operated vessel safely transiting Hormuz Strait after consultations with Iranian authorities

Netanyahu and Trump held what Israel’s N12 News described as a “lengthy and dramatic” phone call overnight, amid growing speculation over a possible new strike on Iran.
Netanyahu will skip both the opening of the Knesset session and a key vote on dissolving parliament today: FN

Three supertankers carrying crude oil to Asia attempted to pass through the Strait of Hormuz on Wednesday, two days after Iran announced a new authority to oversee shipping through the waterway.

Two ships were carrying Iraqi crude to China while a third was transporting Kuwaiti oil to South Korea, according to shipping data. All three were broadcasting their location and destination publicly

It is most likely that there was a deal done,” with Tehran, said Matthew Wright, lead shipping analyst at data company Kpler.

Wright cautioned against interpreting Wednesday’s movements as evidence of a broader reopening of Gulf oil flows.

“What we have seen is a handful of negotiated transits. Fundamentally, nothing has changed,” he said. “The real test will be whether we see more Chinese or Korean-bound vessels going forward.”

CHINA SET TO IMPOSE MINING CONTROLS ON SOME STRATEGIC MINERALS

Rare Earth 2.0 Restrictions

The rules set a minimum five-year term for strategic mineral resource reserves kept at their source, with post-term reviews by State Council authorities to determine extensions or adjustments.
They also stipulate that strategic mineral resources ‌reserved ⁠by the state may not be mined or encroached upon without approval from the State Council's natural resources authority.

https://x.com/i/status/2056967822044250575

Yep, 2.0

US INFORMED PAKISTAN THAT IT WILL NOT OFFER CONCESSIONS ON THE NUCLEAR DEMANDS AND THE STRAIT OF HORMUZ

Indonesia's move to channel palm oil exports through a central agency could disrupt supplies of the world's most traded edible ‌oil, concentrating pricing power and potentially boosting exports from No. 2 producer Malaysia.

Indonesia accounts for more than half of global palm oil shipments. Its past export-restricting moves to prioritise local sales and boost supplies for biodiesel have lifted prices of palm oil as well ⁠as rival edible oils like soyoil and sunflower oil.

The palm oil market was already facing tighter flows from rising biodiesel demand and dry El Nino-related weather.

IRAN'S PARLIAMENT SPEAKER SAYS OBVIOUS AND HIDDEN MOVES OF THE 'ENEMY' SHOW THEY ARE SEEKING A NEW ROUND OF WAR

US total crude inventories fell last week ~17.8 million barrels (that's commercial and SPR stocks combined). On that basis, it's the largest weekly fall since data is available starting in 1982: JB

(Can take 30% impact discount bc world is less dependent on oil but still huge)

Fresh New Exclusive from Trump:

"We're in final stages of Iran. We'll see what happens. Either have a deal or we're going to do some things that are a little bit nasty, but hopefully that won't happen."

(President of United States for the first time speaking on Iran War)

TRUMP: WE MAY HAVE TO HIT IRAN EVEN HARDER, BUT MAYBE NOT