david belay retweetet
French Foreign Minister Barrot to visit Israel on Friday. Rumour has it he will be meeting Hillel Neuer and Gideon Saar to put the final touches on yet another doctored video to smear @FranceskAlbs
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david belay
17.9K posts
david belay retweetet
Today I$rael tried to kill me in a targeted airstrike in southern Lebanon as I was reporting on was the targeting of bridges and the forced displacement of 1 million people, an ethnic cleansing operation on a larger scale than the Nakba
I have absolutely no doubt that this was deliberate. Despite claims there were no warnings ahead of the strike and no notifications sent to the Lebanese Army who allowed us to film
As we have seen in Gaza they want to silence journalists who document and report their war crimes
It is the western powers who provide political and military support for I$rael, arming it to the teeth to carry out genocide in Gaza and ethnic cleansing here in Lebanon. They are not simply complicit, but active participants and should be held accountable for their actions.
But if I$rael thinks today’s strike will silence us and keep us out of the field they are very, very mistaken
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david belay retweetet
Reflecting on Omani Foreign Minister's analysis. Experts have long warned: Palestine is not the end, it is the beginning.
As the flames reach Iran, Lebanon, the Gulf, this can be stopped, but only if int'l law is not treated as optional. Otherwise, this is just the beginning.
Arnaud Bertrand@RnaudBertrand
This is probably the most important article of the month: an op-ed by Oman's Foreign Minister, who mediated the talks between the U.S. and Iran, in which he writes that the U.S. "has lost control of its foreign policy" to Israel. He repeats that a deal was possible as an outcome of the talks (something confirmed by the UK's National Security Advisor, who also attended: x.com/i/status/20341…) and that the military strike by the U.S. and Israel was "a shock." Interestingly, given he is one of Iran's neighbors and given that Oman has been struck multiple times by Iran since the war began (en.wikipedia.org/wiki/2026_Iran…), he writes that "Iran’s retaliation against what it claims are American targets on the territory of its neighbours was an inevitable result" of the U.S.-Israeli attack. He describes it as "probably the only rational option available to the Iranian leadership." He says the war "endangers" the region's entire "economic model in which global sport, tourism, aviation and technology were to play an important role." He adds that "if this had not been anticipated by the architects of this war, that was surely a grave miscalculation." But, he adds, the "greatest miscalculation" of all for the U.S. "was allowing itself to be drawn into this war in the first place." In his view this was the doing of "Israel’s leadership" who "persuaded America that Iran had been so weakened by sanctions, internal divisions and the American-Israeli bombings of its nuclear sites last June, that an unconditional surrender would swiftly follow the initial assault and the assassination of the supreme leader." Obviously, this proved completely wrong, and the U.S. is now in a quagmire. He says that, given this, "America’s friends have a responsibility to tell the truth," which is that "there are two parties to this war who have nothing to gain from it," namely "Iran and America." He says that all of the U.S. interests in the region (end to nuclear proliferation, secure energy supply chains, investment opportunities) are "best achieved with Iran at peace." As he writes, "this is an uncomfortable truth to tell, because it involves indicating the extent to which America has lost control of its own foreign policy. But it must be told." He then proposes a couple of paths to get back to the negotiating table, although he recognizes how difficult it would be for Iran "to return to dialogue with an administration that twice switched abruptly from talks to bombing and assassination." That's perhaps the most profound damage Trump did during this entire episode: the complete discrediting of diplomacy. If Iran was taught anything, it is: don't negotiate with the U.S., it's a trap that will literally kill you. The great irony of the man who sold himself as a dealmaker is that he taught the world one thing: don't make deals with my country. Link to the article: economist.com/by-invitation/…
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david belay retweetet
Be proud of your contribution to Zionism
World of Statistics@stats_feed
🔥 European gas prices in 2026 January 1: €28.16 / MWh March 19: €69.10 / MWh
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Yanis Varoufakis is now doing the media rounds as the epic based "anti-war voice", and as countless Iranian babies, children, women and men are being slaughtered by his own genocidal Western regimes, he launders CIA-Mossad atrocity war propaganda about Iran being evil, fascist, backward, barbaric, murderous, and then adds a little "but I guess the bombing is sort of kind of bad too lol" at the end. "WE CAN WALK AND CHEW GUM AT THE SAME TIME", the most moronic slogan repeated by idiots desperate to keep their access to the Guardian and New York Times.
Yanis is an odious sub-human cunt, exactly like he was on Syria and Libya, two other CIA-Mossad wars he gleefully laundered along with his fellow cunt pseudo-radicals in the West.
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david belay retweetet
Wieviele Ölkrisen soll die Energiewende eigentlich noch verschlafen werden?
Ministerin Reiche: Ja, aber da gibt's doch auch noch eine Alternative, die das Grundwasser vergiftet!
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david belay retweetet
“Families arrive at the cemetery after sunset. They come carrying rugs and cushions, food and water, and candles or lanterns that they place on the small, freshly dug graves. Parents carefully clean the tombstones of their buried children. They arrange the spaces around them and settle in for the night—a quiet vigil that will continue until dawn.”
Katrina vandenHeuvel@KatrinaNation
Grieving Parents in Iran Spend Every Night at the Graves of Their Children, Killed by U.S. Strike open.substack.com/pub/dropsitene…
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david belay retweetet
The United States is intentionally starving the people of Cuba with its illegal and barbaric blockade.
That’s why I’m joining the Nuestra America convoy to Cuba.
Together, we can break the siege, save lives, and stand up for the cause of Cuban self-determination.
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david belay retweetet
C’est ce qui m’apparaît important de distinguer: exposer des faits lorsqu’une enquête a été volontairement bâclée, et démontrer que l’orientation judiciaire était mauvaise, c’est du journalisme.
Crucifier sur place publique alors qu’une enquête judiciaire à cours, en en prenant prétexte et afin de l’influencer, c’est se comporter en petit fasciste avarié.
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david belay retweetet
BREAKING: Qatar’s Prime Minister stood at a podium today and delivered one sentence that will fracture Gulf alliance architecture for a generation: “Everyone knows who the main beneficiary of this war is.”
He did not name the country. He did not need to. The Arab diplomatic vocabulary has a grammar for this. When a Gulf leader says “everyone knows” without naming, the audience fills the blank. The X discourse filled it within minutes. The interpretation was dominant and immediate across Arabic-language accounts, with Gulf analysts and Arab media converging on the same reading.
Sheikh Mohammed bin Abdulrahman Al Thani, who also serves as Foreign Minister, called for an immediate halt. His full statement: “This war needs to stop immediately. The aggression needs to stop immediately. Because everyone knows who the main beneficiary of this war is, and dragging the whole region into this conflict is dangerous.” He described Iranian strikes on Qatar as a “dangerous miscalculation” and “betrayal.” He urged restraint from all sides.
Consider the position this man occupies. Qatar hosts Al Udeid Air Base, CENTCOM’s forward headquarters, the nerve centre of Operation Epic Fury. American bombers launched from Qatari soil. Iran retaliated against the LNG facility down the road. The same government that provided the runway for the war is now absorbing the economic consequences. QatarEnergy declared force majeure. Ras Laffan sustained extensive damage. Seventeen percent of Qatar’s 77 million tonne capacity is structurally impaired. CEO Saad al-Kaabi told Reuters repairs could take three to five years. Twenty billion dollars in annual revenue is offline.
The Prime Minister of a country that enabled the operation is publicly questioning who benefits from it while his national energy company faces half a decade of impaired production.
That is not ambiguity. That is a fracture.
The fracture runs through the entire Gulf alliance system. Saudi Arabia hosts Prince Sultan Air Base and absorbed Iranian missiles on Riyadh. The UAE hosts Al Dhafra and lost Shah and Habshan to zero. Bahrain hosts the Fifth Fleet and declared partial force majeure. Kuwait hosts Camp Arifjan and is watching two refineries burn. Every host provided the military infrastructure. Every host is absorbing economic retaliation. And the most outspoken just asked, on camera, whether the country benefiting from degrading Iran at zero direct cost is the same country whose allies are paying the full price.
The market implications are immediate. If Qatar’s political establishment is signalling frustration with the cost-benefit distribution of this war, the assumption that Gulf states will indefinitely absorb strikes while providing bases becomes fragile. A frustrated host is a conditional host. Conditional basing changes the calculus for every military planner who assumed Al Udeid was permanent.
The LNG implications are structural. A multi-year force majeure on contracts to Italy, Belgium, South Korea, and China is not a delivery delay. It is a repricing of the global gas map. JERA’s CEO said there is no spare bridge capacity. Asian spot LNG doubled to $24 to $25 per MMBtu. European TTF surged 68 to 85 percent. BASF and Yara are cutting fertiliser output. The facility that feeds them may not fully recover until 2029 or later.
The diplomatic signal and the infrastructure damage are now the same story. Qatar’s PM is not merely commenting on the war. He is repricing Qatar’s willingness to absorb its consequences. The country that houses the command centre and the country that exports 20 percent of the world’s LNG are the same country. And its leader just told the world, in one sentence, that the arrangement may no longer be worth the cost.
Full analysis:
open.substack.com/pub/shanakaans…
Shanaka Anslem Perera ⚡@shanaka86
BREAKING: The world thought Hormuz was an oil story. Then it became an LNG story. If the damage assessment holds, it becomes a civilisation-input story that lasts half a decade. There is a difference between a shipping shock and a capacity shock that the market has not yet priced. A shipping shock traps molecules. The oil exists, the gas exists, the tankers are anchored, and when the strait reopens the molecules flow again. A capacity shock destroys molecules. The liquefaction trains that convert gas into LNG are physically damaged. The molecules cannot be produced even if every ship in the world is available to carry them. QatarEnergy’s CEO Saad al-Kaabi told Reuters that damage to Ras Laffan is severe. Repairs to impaired liquefaction capacity could take three to five years. Force majeure was declared on March 4 and has since escalated as the damage assessment worsened through March 18 and 19. Long-term contract buyers including Italy, Belgium, South Korea, and China face multi-year delivery disruptions. Shell declared force majeure on cargoes it resells from QatarEnergy. The market must now confront a possibility it has refused to model: that roughly 17 percent of Qatar’s 77 million tonne per annum capacity is not delayed but structurally impaired. JERA’s CEO stated that the global LNG market does not have the spare capacity to bridge the gap if Hormuz-linked supply is meaningfully lost. That single sentence reprices everything. If the replacement molecules do not exist in sufficient volume, the adjustment mechanism is not alternative supply. It is fuel switching, demand destruction, and rationing by balance-sheet strength. Rich buyers can pay more. Poor buyers cannot. The poor buyers are already breaking. Vietnam’s diesel is up 40 to 59 percent. Australia’s petrol is up 70 cents per litre. Sri Lanka is rationing fuel with QR codes at 15 litres per car per week, a four-day workweek, and Wednesday school closures. India raised LPG prices while importing 85 percent of its crude through a strait that is 90 percent shut. Gulf air cargo collapsed 79 percent. Jet fuel surged 58 percent. IndiGo and Akasa imposed surcharges. Vietnam Airlines warned of shortages from April. Ninety-five countries have reported petrol price increases since February 28. Ras Laffan is not just LNG. It is helium, urea, methanol, polyethylene, and sulfur. The downstream cascade from a multi-year Qatari impairment runs through semiconductor fabrication, pharmaceutical synthesis, phosphate fertiliser production, food packaging, and desalination. The facility that is damaged produces the molecules that four billion people depend on for chips, medicine, fertiliser, plastic, and drinking water. Europe’s post-2022 gas security was built on Qatari LNG replacing Russian pipelines. A structural impairment does not merely make gas expensive. It makes gas unavailable to industry. That is how an LNG shock becomes a deindustrialisation shock. BASF and Yara are already cutting fertiliser output. Russian LNG fills the gap at 18 to 22 percent of European imports. The country Europe sanctioned is the country Europe now depends on because the country Europe trusted was struck in a war Europe refused to join. Anyone arguing this resolves quickly now carries the burden of proof. They must explain where the replacement molecules come from when the world’s largest LNG hub is physically impaired, the strait is commercially closed, and the CEO of Asia’s biggest power buyer says there is no bridge. The market priced a shipping delay. The evidence demands a capacity repricing. The difference between those two words is measured in years, in trillions of dollars, and in whether the lights stay on. Full analysis: open.substack.com/pub/shanakaans…
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david belay retweetet
US bombers that leave from the UK to strike Iran, have to fly around Europe -- not through it -- because no one will let them use their air space except us.
How shameful and embarrassing to be directly participating in this. Keir Starmer is a mass-murderer from Gaza to Tehran.
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david belay retweetet
Secretary of War Crimes Pete Hegseth in his Pentagon press briefing this morning:
“Today will be the largest strike package yet on Iran…We’re hunting and striking. Death and destruction from above.”
This is how Nazis talk. He is telling you the objective is DEATH. Believe him.
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david belay retweetet
If you can’t grasp how these two statements can coexist, you should genuinely be forced back to school. A perfect litmus test for basic cognition and whether your mind ever made it past puberty.
Daniel Turner@DanielTurnerPTF
Greta Thunberg in 2023: If we don't end fossil fuels, it will be a "death sentence." Greta Thunberg in 2026: President Trump must allow oil imports to Cuba. I guess the "climate crisis" has negotiable deadlines.
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david belay retweetet
Eine Meldepflicht für Mitglieder der Bundesregierung über persönliche Aktienbeteiligungen an dem Rüstungskonzern @RheinmetallAG besteht gegenwärtig erst ab einem Aktienpaket im Wert von ca. 3,5 Milliarden (!) Euro.
Der @bundeskanzler hält diesen Grenzwert für ausreichend, alles darunter sind #Peanuts.
Diese Camarilla verhöhnt den Souverän. Zu dem Thema übrigens auch ein Beitrag von mir - ab Freitag in der @OstdeutscheAZ.
Ostdeutsche Allgemeine Zeitung@OstdeutscheAZ
Wieviele Rüstungsaktien haben unsere Bundesminister?
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david belay retweetet
German Jews protesting the genocide have been specifically targeted for repression because they “get in the way of the narrative.” bostonreview.net/articles/antis…
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david belay retweetet
Other countries might be begging China for a similar life line before too long, if the war on Iran continues.
teleSUR English@telesurenglish
In the midst of the current energy crisis in #Cuba, the installation of 5,000 solar systems donated by the People's Republic of China is underway across the country.
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@Kathleen_Tyson_ @balajis @snackvampire The United States of Israel. That’s it. And their European cheerleaders who admittedly do not weigh much but if they foolishly and criminally choose to put their weight on the same side it cannot be helping.
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@balajis @snackvampire So many words, but Israel isn’t one of them. Kinda misses the core problem and cause of this war is 40 years of Bibi war lust.
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I'm going to make some obvious points.
(1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything everywhere rising, from food to gas, at a moment when inflation was already high. All of that will be laid at the feet of the authors of this war.
(2) The antebellum status quo of Feb 27, 2026 was just not that bad, but we're unlikely to return to it. Expect indefinite, long-term, ongoing disruptions to everything out of the Middle East.
(3) Also assume tech financing crashes for the indefinite future. The genius plan to get the Gulf states caught in the crossfire has incinerated much of the funding for LPs, for datacenters, and for IPOs. Anyone in tech who supported this war may soon learn the meaning of "force majeure" as funding gets yanked.
(4) Many capital allocators will instead be allocating much further down Maslow's hierarchy of needs, towards useful basic things like food and energy.
(5) It's fortunate that all those progressives yelled about the "climate crisis." Yes, their reasoning about timelines was wrong, and much of the money was wasted in graft, but the result was right: we all need energy independence from the Middle East, pronto. It's also fortunate that Elon and China autistically took climate seriously. Now they're going to need to ship a billion solar panels, electric vehicles, batteries, nuclear power plants, and the like to get everyone off oil, immediately.
(6) It's not just an oil and gas problem, of course. It's also a fertilizer problem, and a chemical precursor problem. Maybe some new sources will come online at the new prices, but it takes time to dial stuff up, particularly at this scale, so shortages are almost a certainty.
That said, China has actually scaled up coal-to-chemicals[a,c] (C2C), and there's also something more sci-fi called Power-to-X[b] which turns arbitrary power + water + air into hydrocarbons. But all of that will need to get accelerated. I have a background in chemical engineering so may start funding things in this area.
(7) Ultimately, this war is going to result in tremendous blame for anyone associated with it. It's a no-win scenario to blow up this much infrastructure for so many people. Simply not worth it for whatever objective they thought they were going to attain. But unless you're actually in a position to stop the madness, the pragmatic thing to do is: scramble to mitigate the fallout to yourself, your business, and your people.
[a]: reuters.com/business/energ…
[b]: alfalaval.com/industries/ene…
[c]: reuters.com/sustainability…
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@elerianm Again, what is the point of hiking rates in an environment where nobody wants to invest because they expect a recession? Only argument I see would be to prevent storage of goods in anticipation of inflation coming. But you would have to hike A LOT for that to be dissuasive.
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For the reasons detailed in last Sunday’s “Weekly,” the Bank of England and the Bank of Japan kept interest rates unchanged.
The next decision will most likely involve a hike in rates given the escalation phase of the Middle East War and the associated economic effects of the attacks on energy infrastructure.
More to follow.
#economy #markets #centralbanks
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@HavryshkoMarta If there is any attempt at normalization there will be false flags for sure. The question is whethere they will be deadly.
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Is he trying to scare Europe with 🇺🇦far-right veterans dissatisfied with the outcome of the war?
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