Spicy Feral Cat

I talked to two Israeli sources on why Iranian launches continue to increase, despite US-Israeli claims that they have destroyed almost all of the launchers. Here is what they said: 1) The 90–95% drop in volume claimed by CENTCOM earlier in the month was probably a temporary lull as Iran repositioned its remaining launchers into hardened sites. Independent satellite analysis suggests that a significant portion of the "80% destruction" claimed by the IDF actually hit high-fidelity decoys. 2) Despite fewer launchers, the lethality per strike has increased. Iran's shift to cluster warheads has allowed a single missile to impact multiple locations simultaneously, compensating for the lower volume of launches 3) Iran has successfully set up mobile, underground units able to fire at steady rates. Iran used that quiet period to move their remaining ~100-120 heavy launchers into "Super-Hardened" facilities 4) Iran is utilizing its Zolfaqar and Dezful road-mobile launchers. These units move from hardened tunnels to pre-surveyed launch spots, fire, and return underground in under 10 minutes, often before coalition drones can re-task for a strike. 5) Because these launching units are decentralized, it is very hard for US and Israeli intelligence to get info on them. Israel and the United States do not have an answer to this problem. That is why they are trying escalation on energy sources instead. But that is backfiring.

MDRRRRRRR faites mieux la prochaine fois

JUST IN: 🇰🇷🇷🇺 South Korea considers importing Russian oil as Middle East conflict threatens energy supply.

BREAKING: America’s Arab allies are now "fuming" that they do not seem to have any influence with the Trump Administration despite "heavy investments of time and money," per WSJ. Arab Gulf countries recently committed to investing nearly $4 trillion in the US.

Global oil markets are out of control: As the Iran War closes week 3, US oil prices are trading at $97/barrel, up +76% since December. Meanwhile, physical oil prices in Oman are up to a RECORD $167/barrel, a +72% PREMIUM. What is happening? Let us explain. (a thread)

BREAKING: US Treasury Secretary Bessent says the US may remove sanctions on Iranian oil that is on water. US oil prices are now trading at a near $20 DISCOUNT to Brent.