Forwarded from Dissident Thoughts
The Red Sea is the eastern funnel into the Suez Cannel, and accounts for about 22% of the international container trade and about 10% of the global oil trade.
That Maersk is pausing all Red Sea voyages is significant because they operate 15.3% of the global container ship fleet, taking second place after the Mediterranean Shipping Company (MSC), controlling 18.6%.
"Following the near-miss incident involving Maersk Gibraltar yesterday and yet another attack on a container vessel today, we have instructed all Maersk vessels in the area bound to pass through the Bab al-Mandab Strait to pause their journey until further notice", a Maersk spokesman was cited as saying.
The attacks appear to have escalated in the past several days with the ships’ connections to Israel appearing to be less direct. That suggests risks are widening beyond the Israeli theater. At least three container ships have been attacked or disrupted near Yemen in the past day or so.
If this materializes into closures at Suez Cannel, etc., oil is extremely mispriced. Also note that container ships, particularly those passing through geopolitical flashpoints like the Suez Canal, are subject to steep insurance premiums, which the shipping company then passes down to the consumer (an example of supply-side inflation, not really seen since COVID).
“Some war-risks insurers are in the process of applying higher additional premiums for the already listed high-risk area in the Red Sea,” said Despina Kalfa, general manager at the Greek branch of Aries Marine Insurance Brokers Ltd. Others are applying additional terms or even not offering cover where Israeli interests are involved.
That Maersk is pausing all Red Sea voyages is significant because they operate 15.3% of the global container ship fleet, taking second place after the Mediterranean Shipping Company (MSC), controlling 18.6%.
"Following the near-miss incident involving Maersk Gibraltar yesterday and yet another attack on a container vessel today, we have instructed all Maersk vessels in the area bound to pass through the Bab al-Mandab Strait to pause their journey until further notice", a Maersk spokesman was cited as saying.
The attacks appear to have escalated in the past several days with the ships’ connections to Israel appearing to be less direct. That suggests risks are widening beyond the Israeli theater. At least three container ships have been attacked or disrupted near Yemen in the past day or so.
If this materializes into closures at Suez Cannel, etc., oil is extremely mispriced. Also note that container ships, particularly those passing through geopolitical flashpoints like the Suez Canal, are subject to steep insurance premiums, which the shipping company then passes down to the consumer (an example of supply-side inflation, not really seen since COVID).
“Some war-risks insurers are in the process of applying higher additional premiums for the already listed high-risk area in the Red Sea,” said Despina Kalfa, general manager at the Greek branch of Aries Marine Insurance Brokers Ltd. Others are applying additional terms or even not offering cover where Israeli interests are involved.
Forwarded from /CIG/ Telegram | Counter Intelligence Global (FRANCISCVS)
🏹 🇺🇸 🇾🇪 US Navy Faces Houthi Anti-Ship Missile Threat 'Superior' to Most States
🔶️ The U.S. Navy in the Red Sea is contending with Yemen-based Houthi rebels, but little is known about what exactly the Iranian-backed forces have in their arsenal. Yet one thing is clear—they are stocked up with anti-ship missiles that could, under the right circumstances, pose a threat to the U.S. military in the Middle East.
🔶️ The Houthi rebels' "anti-ship missile arsenal is not only comparable but superior to probably most state actors," according to Fabian Hinz, a research fellow specializing in Middle East defense and military analysis at the International Institute for Strategic Studies think tank.
🔶️ Anti-ship cruise and ballistic missiles are "a very, very niche capability that only very few countries have—including Iran—and Iran shared it with the Houthis," Hinz said.
https://www.newsweek.com/us-navy-yemen-houthi-anti-ship-missiles-uss-carney-red-sea-1849230
🔶️ The U.S. Navy in the Red Sea is contending with Yemen-based Houthi rebels, but little is known about what exactly the Iranian-backed forces have in their arsenal. Yet one thing is clear—they are stocked up with anti-ship missiles that could, under the right circumstances, pose a threat to the U.S. military in the Middle East.
🔶️ The Houthi rebels' "anti-ship missile arsenal is not only comparable but superior to probably most state actors," according to Fabian Hinz, a research fellow specializing in Middle East defense and military analysis at the International Institute for Strategic Studies think tank.
🔶️ Anti-ship cruise and ballistic missiles are "a very, very niche capability that only very few countries have—including Iran—and Iran shared it with the Houthis," Hinz said.
https://www.newsweek.com/us-navy-yemen-houthi-anti-ship-missiles-uss-carney-red-sea-1849230
Newsweek
US Navy faces Houthi anti-ship missile threat "superior" to most states
Houthi rebels have built up a "capability that only very few countries have," said Fabian Hinz of the International Institute for Strategic Studies think tank.
Intel Slava Z
The Red Sea is the eastern funnel into the Suez Cannel, and accounts for about 22% of the international container trade and about 10% of the global oil trade. That Maersk is pausing all Red Sea voyages is significant because they operate 15.3% of the global…
🇺🇸📝 There’s currently two Carrier Strike Groups in the region and the U.S. is still unable to protect trade against the Houthis. The USN is fundamentally incapable of conducting anything like Operation Praying Mantis anymore; Pax Americana is dying.
This media is not supported in your browser
VIEW IN TELEGRAM
🇷🇺🇺🇦 Working with incendiary ammunition from the Grad MLRS against enemy positions in the Ugledar direction.
🇺🇦 After raids on gyms and recreation centers, Ukrainian military commissars began visiting restaurants.
Ukrainian channels publish videos from Krivoy Rog and Kyiv, where military registration and enlistment office employees hand out summonses in restaurants.
Ukrainian channels publish videos from Krivoy Rog and Kyiv, where military registration and enlistment office employees hand out summonses in restaurants.
🇷🇺🇺🇦 Ukraine could lose its war with Russia by summer unless allies provide additional help - CNN
This is stated by Western officials and intelligence agencies interviewed by CNN.
"With us there is no guarantee of success, but without us they will certainly fail," senior US military official said
Western officials fear that the loss or further delay of U.S. support will affect aid from allies. Many fear that if the US cannot continue to provide support, European countries will follow.
Western intelligence services are now calculating how long Ukraine can hold out without US and NATO help. One senior U.S. military official called it a matter of months and, in the worst case, a significant defeat or even a loss by the summer.
This is stated by Western officials and intelligence agencies interviewed by CNN.
"With us there is no guarantee of success, but without us they will certainly fail," senior US military official said
Western officials fear that the loss or further delay of U.S. support will affect aid from allies. Many fear that if the US cannot continue to provide support, European countries will follow.
Western intelligence services are now calculating how long Ukraine can hold out without US and NATO help. One senior U.S. military official called it a matter of months and, in the worst case, a significant defeat or even a loss by the summer.
🇺🇲🇵🇸 The State Department has announced a reward of up to $10 million for information leading to the destruction of Hamas' financial networks. In addition, the US administration is offering a reward of up to $10 million for information that will help identify five financiers helping to sponsor Hamas.
According to the report, Americans are interested in information about front companies that work in the service of Hamas, organizations or individuals that help the terrorist organization evade sanctions, Hamas money transfers, online fundraising campaigns, addresses of digital currencies used by Hamas and criminal activities , which helps Hamas and its supporters make financial profits.
According to the report, Americans are interested in information about front companies that work in the service of Hamas, organizations or individuals that help the terrorist organization evade sanctions, Hamas money transfers, online fundraising campaigns, addresses of digital currencies used by Hamas and criminal activities , which helps Hamas and its supporters make financial profits.
This media is not supported in your browser
VIEW IN TELEGRAM
🇷🇺 As part of the training flights, seven An-124-100 Ruslan military transport aircraft took to the skies simultaneously.
🇬🇧🇺🇦 The mayor of London, Sadiq Khan, has blocked the shipment of decommissioned vehicles - pickups and four-wheel drive vehicles that are needed on the front line - to Ukraine.
The Telegraph newspaper writes about this.
We are talking about cars that London residents can recycle as part of the fight for clean air, receiving compensation of two thousand pounds sterling.
In September, the mayor of Kyiv Klitschko suggested that Khan transfer some of these cars to Ukraine. He said the move would have "huge potential" and would be used "for a variety of rescue and transport purposes."
However, on December 12, the mayor of London sent Klitschko a letter of refusal. The proposal does not meet the “legal threshold,” he said.
The newspaper writes that scrapped cars are used for scrap metal, which is then sold to private companies. And if the cars are sent to Kyiv, this also breaks the compensation scheme for recycling.
The Telegraph newspaper writes about this.
We are talking about cars that London residents can recycle as part of the fight for clean air, receiving compensation of two thousand pounds sterling.
In September, the mayor of Kyiv Klitschko suggested that Khan transfer some of these cars to Ukraine. He said the move would have "huge potential" and would be used "for a variety of rescue and transport purposes."
However, on December 12, the mayor of London sent Klitschko a letter of refusal. The proposal does not meet the “legal threshold,” he said.
The newspaper writes that scrapped cars are used for scrap metal, which is then sold to private companies. And if the cars are sent to Kyiv, this also breaks the compensation scheme for recycling.
Media is too big
VIEW IN TELEGRAM
🇷🇺🇺🇦 Destruction of Ukrainian Armed Forces positions by FPV drones in the Marinka area
🇾🇪🇮🇱 Maersk has announced that it is temporarily suspending flights to Israel due to the threat of attacks from Houthi drones and anti-ship missiles. The United States and Israel cannot do anything about the fact that the Houthis are actually increasing the naval blockade of Israel from the Red Sea and causing huge losses to the Israeli economy.
Iran's investments in Ansar Allah are producing excellent results.
Iran's investments in Ansar Allah are producing excellent results.
This media is not supported in your browser
VIEW IN TELEGRAM
🇷🇺🇺🇦 Two of our fighters stormed the Ukrainian Armed Forces position in the Kleshcheevka area. 5 Ukrainian Armed Forces soldiers surrendered.
🇾🇪🇮🇱⚡Yemen's military command said it carried out a successful drone strike on southern Israel. The Houthi drones were able to overcome Israeli air defenses and hit some “sensitive targets.” Israel has not yet commented on these claims.
🇺🇲🇺🇦 Chronicle of the struggle for funding for Ukraine in the US Congress.
1. The US Senate could not agree on the allocation of money to Ukraine.
2. Zelensky was not allowed to speak before senators.
3. Biden said that if you don’t give money to Ukraine, it will be a Christmas present for Putin.
4. The US House of Representatives went on vacation.
5. Gay porn was filmed in the US Senate with the participation of an assistant to one of the main lobbyists for aid to Ukraine, Senator Cardin.
1. The US Senate could not agree on the allocation of money to Ukraine.
2. Zelensky was not allowed to speak before senators.
3. Biden said that if you don’t give money to Ukraine, it will be a Christmas present for Putin.
4. The US House of Representatives went on vacation.
5. Gay porn was filmed in the US Senate with the participation of an assistant to one of the main lobbyists for aid to Ukraine, Senator Cardin.