Intel Slava Z
🌐🛢️ There will be an oil deficit of 7.1 million barrels per day warns JP Morgan 📎 Barchart
🇺🇸🛢️ Oil markets getting very tight. Inventories below 2022 levels. Saudi/Russia will easily achieve $100 in the coming weeks. $120 could be a more realistic target? Inflation may come back and good luck to Biden in the election!
📎 Philip Pilkington
📎 Philip Pilkington
Intel Slava Z
🇺🇸🛢️ Oil markets getting very tight. Inventories below 2022 levels. Saudi/Russia will easily achieve $100 in the coming weeks. $120 could be a more realistic target? Inflation may come back and good luck to Biden in the election! 📎 Philip Pilkington
🌐🛢️ OPEC has said that global oil markets will face a massive supply shortfall in Q4 23. They expect a supply shortfall of more than 3 million barrels per day.
If OPEC is correct, it would result in the biggest inventory drawdown since 2007. Voluntary production cuts by OPEC members are removing 1.3 million additional barrels of oil supply every day.
📎 The Kobeissi Letter
If OPEC is correct, it would result in the biggest inventory drawdown since 2007. Voluntary production cuts by OPEC members are removing 1.3 million additional barrels of oil supply every day.
📎 The Kobeissi Letter
🇺🇸🛢️ The US Needs to Refill its Dangerously Low Oil Reserves
The SPR today contains less than half the crude it had at its peak just over a decade ago. At about 350 million barrels, it's at its lowest since 1983.
To put what’s left into perspective, the US released about 270 million barrels over the last two years to cap oil prices. If the SPR is a revolver, it has a final round left in the chamber — and that’s it.
📎 Bloomberg
The SPR today contains less than half the crude it had at its peak just over a decade ago. At about 350 million barrels, it's at its lowest since 1983.
To put what’s left into perspective, the US released about 270 million barrels over the last two years to cap oil prices. If the SPR is a revolver, it has a final round left in the chamber — and that’s it.
📎 Bloomberg
🇺🇸🛢️ US gasoline prices set to rise. Its going to be a tough election year for Biden.
📎 Philip Pilkington
📎 Philip Pilkington
Forwarded from /CIG/ Telegram | Counter Intelligence Global (FRANCISCVS)
🇺🇸 🇺🇦 🇮🇱 Pentagon scours weapons stockpiles for Israel, even as Ukraine stresses industry
⬛️ DOD has launched a new task force to rush weapons to the Middle East.
🔶️ Israel has already used up more than 8,000 precision munitions, and with Hezbollah looming on its northern border and the war showing little sign of ending, the government is eager to restock. Many of those same munitions are also key to American war plans in the Indo-Pacific and elsewhere and have been rushed to Ukraine over the past year.
🔶️ While Ukraine is fighting a different type of war than Israel, there are weapons that both countries want from the U.S. Those include 155mm artillery shells, along with air-launched small diameter bombs, joint direct attack munitions and Hellfire missiles, demands that will only grow as the two wars grind on and the U.S. continues to ready itself for any potential clash with China.
🔶️ “While Defense Department officials, including Defense Secretary Lloyd Austin, say the U.S. can handle Ukraine and Israel at the same time, there is increasing skepticism about the base’s ability to keep up, especially when the Ukraine demand was already straining the system.”
https://www.politico.com/news/2023/10/19/pentagon-weapons-stockpiles-israel-ukraine-00122495
⬛️ DOD has launched a new task force to rush weapons to the Middle East.
🔶️ Israel has already used up more than 8,000 precision munitions, and with Hezbollah looming on its northern border and the war showing little sign of ending, the government is eager to restock. Many of those same munitions are also key to American war plans in the Indo-Pacific and elsewhere and have been rushed to Ukraine over the past year.
🔶️ While Ukraine is fighting a different type of war than Israel, there are weapons that both countries want from the U.S. Those include 155mm artillery shells, along with air-launched small diameter bombs, joint direct attack munitions and Hellfire missiles, demands that will only grow as the two wars grind on and the U.S. continues to ready itself for any potential clash with China.
🔶️ “While Defense Department officials, including Defense Secretary Lloyd Austin, say the U.S. can handle Ukraine and Israel at the same time, there is increasing skepticism about the base’s ability to keep up, especially when the Ukraine demand was already straining the system.”
https://www.politico.com/news/2023/10/19/pentagon-weapons-stockpiles-israel-ukraine-00122495
POLITICO
Pentagon scours weapons stockpiles for Israel, even as Ukraine stresses industry
DOD has launched a new task force to rush weapons to the Middle East.
🇩🇪🇺🇦 Ukraine was ready to sign a peace agreement with Russia but the US Govt did not allow it. Confirmed by Gerhard Schroeder, former leader of Germany.
📎 Kim Dotcom
📎 Kim Dotcom
🇺🇸🏦 Percentage of subprime auto borrowers 60+ days past due on loans hits a record 6.1% in September.
This is the highest delinquency rate of all time, even above the 6.0% peak in 1994 and 5.0% in 2008.
📎 The Kobeissi Letter
This is the highest delinquency rate of all time, even above the 6.0% peak in 1994 and 5.0% in 2008.
📎 The Kobeissi Letter
🇱🇧🇮🇱 The Lebanese paramilitary group Hezbollah has published videos showing attacks from LNG and ATGM surveillance systems, as well as Israeli army personnel on the Lebanese-Israeli border
🇮🇱🇵🇸 Footage of the IDF preparing for a ground operation in the Gaza Strip.
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🇵🇸🇮🇱 A Gaza resident filmed rockets fired by Hamas towards Israel flying overhead with a roar.
Intel Slava Z
🇺🇸🇮🇱 411 congressional staff are circulating a letter urging their bosses to call for a ceasefire. 📎 Ryan Grim
🇪🇺🇮🇱🇵🇸 842 staff members of EU institutions signed a letter warning that European support of Israel risks making the EU "lose all credibility" and expressing dismay at the "patent show of double-standard" on Gaza vs Ukraine.
📎 Irish Times
📎 Irish Times
🇺🇲❗️American President Joe Biden said that humanity needs a new world order and the United States can build it
Intel Slava Z
🇺🇲❗️American President Joe Biden said that humanity needs a new world order and the United States can build it
🇺🇸🪖 Rattled U.S. government fears wars could spread
U.S. officials say this confluence of crises poses epic concern and historic danger. Officials tell us that inside the White House, this was the heaviest, most chilling week since President Biden took office just over 1,000 days ago.
Former Defense Secretary Bob Gates — who ran the Pentagon under presidents of both parties, George W. Bush and Barack Obama — tells us America is facing the most crises since World War II ended 78 years ago.
These simultaneous threats are hitting at the very moment the American political system seems — and sometimes is — literally broken. Former top intelligence officials tell us domestic unrest is one of their biggest fears — whether it's triggered by court rulings against former President Trump or protests over war in the Middle East.
📎 Axios
U.S. officials say this confluence of crises poses epic concern and historic danger. Officials tell us that inside the White House, this was the heaviest, most chilling week since President Biden took office just over 1,000 days ago.
Former Defense Secretary Bob Gates — who ran the Pentagon under presidents of both parties, George W. Bush and Barack Obama — tells us America is facing the most crises since World War II ended 78 years ago.
These simultaneous threats are hitting at the very moment the American political system seems — and sometimes is — literally broken. Former top intelligence officials tell us domestic unrest is one of their biggest fears — whether it's triggered by court rulings against former President Trump or protests over war in the Middle East.
📎 Axios
🇺🇲 The famous American military theorist, US Army Colonel Douglas McGregor, commenting on the situation developing in the Middle East: “We are on the verge of a total war”
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🇮🇱🇵🇸⚡️The Palestinian Ministry of Internal Affairs announced an Israeli shelling of the Nuseirat market in the Gaza Strip, according to the department, as a result of the attack there were dead and a large number of injured.