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Reason and analytics in Dallas
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Reason and analytics in Dallas
@DallasAnalytics
MBA-Finance. Slightly to right of center but not crazy. Agnostic but not anti-religious. Science, geopolitics, politics, economics, and public health.
Dallas TX Bergabung Haziran 2009
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Dealer Gamma Has Fallen Off A Cliff: Chief Goldman Equity Trader Warns 'Brace' For More Pain Into Month-End zerohedge.com/markets/dealer…
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🚨🇦🇪🇮🇷 UAE Unveils Its Own High Speed Answer to Iran’s Shahed.
The EDGE Group of the United Arab Emirates has revealed the Jeniah, a jet powered UCAV built as a faster, more advanced alternative to systems like the Shahed-136
With speeds exceeding 1,050 km/h and a payload of around 480 kg, the Jeniah shifts the concept of drone warfare from slow, attritional strikes to rapid, high speed missions.
A clear signal that the future battlefield is moving toward faster, more survivable unmanned systems.
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Pentagon Eyes 'Weeks' Of Ground Operations In Iran As IRGC Threatens Tit-For-Tat Strikes On Universities zerohedge.com/geopolitical/p…
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Pre-war Strait of Hormuz flow (crude + products): ~20m b/d.
My updated flow assumptions:
Iran: ~1.5m b/d (SoH)
UAE: ~1.0m b/d (Fujairah above pre-war)
KSA: ~5.0m b/d (Yanbu above pre-war)
Plus ~1.0m b/d (Non-Iranian SoH tankers)
Plus >2.0m b/d IEA oil emergency release
Plus ~2.0m b/d Russian / other floating storage
Total: ~12.5m b/d (~60% of pre-war; but almost all of it is crude) Note: IEA/Russia is an absorption of a stock, creating a short-term and one-off flow.
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Foreign Minister HH Prince @FaisalbinFarhan arrived in Islamabad to participate in the quadrilateral ministerial meeting, which includes the Kingdom of Saudi Arabia, the Islamic Republic of Pakistan, the Arab Republic of Egypt, and the Republic of Türkiye.

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According to The Times, the Royal Navy is drawing up plans to deploy the Bay-class auxiliary dock landing ship, RFA Lyme Bay (L3007), to the Strait of Hormuz equipped with several autonomous mine clearance capabilities, including underwater drones and mine-hunting boats, in order to assist with reopening the strategic waterway near Iran.

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Israeli firefighters can be seen attacking the fire at the industrial complex in Be'er Sheva that was targeted in the earlier strike by Iran.




OSINTdefender@sentdefender
Following another wave of Iranian missiles and drones, an industrial building in Beer Sheva, Israel, appears to have been struck and is on fire.
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Trump Ready To Take US Arms For Ukraine & Divert Them To Middle East zerohedge.com/geopolitical/t…
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