JCod

@ABongo888 No such thing as certainty when speaking of Africa, Niger, Uranium, GLO.

$GLO #URANIUM #GLO OVER 46+ days to cover. I think Global Atomic shares are being accumulated by tighter hands. Financing is WHEN not IF unless we see a Sovereign or similar just buy them out to SECURE SUPPLY.

@mccaffreyr3 But China Pakistan India shipping is allowed and will go back and forth to Iran.

Now will stop only shipping in Iranian vessels. What’s next. We

Trump blockades all shipping from the Persian Gulf stopping our Gulf allies from exporting oil, LNG, fertilizer, and general cargo imports. This creates a catastrophe for our allies and a calamity for global economy. Trump sees this as clever.

@prosenstrom Spot is not 100$….

The "Fukushima hangover" is over. Global policy has pivoted from phase-outs to a nuclear renaissance for carbon-free baseload power. With spot prices hitting $100/lb, $ASX uranium plays are primed for a structural rerating. ☢️📈 #Uranium #EnergySecurity

@SpencerGuard Get 10k drone operators start there

"Could we [UK] deploy a heavy division to Europe if the need arose?"

@noclador And means US loses its EU bases and Diego Garcia and is unable to project strength in a huge chunk of the world. Cripples US military.

If the US leaves NATO European nations must, as Klaas correctly says, spend at least 75% more on defence... It also means: 1) universal conscription 2) moving 10,000 of troops permanently to Estonia, Latvia, Lithuania, Finland, Poland. 3) creating European military commands

@Mpolymer Once Trump negotiated withdrawal, Afghans switched sides. This is tribal society works. There was never clean exit to be had, ever. DO not forget GWB and Cheney letting OBL walk out of Tora Bora and refusing SOF ask for 10th Mountain and Airborne to block.

Many of us in the national security world who were politically aligned with the Democrats nonetheless offered withering criticism of the Biden administration’s disastrous withdrawal from Afghanistan. FFS, I even went on Fox News to howl about this. It was a disgrace. I pulled no punches. Similarly, I was very forceful in pressing the Biden team to provide more to Ukraine – and was extremely critical in public. On MSNBC even when I knew the White House was watching. And now it comes to the Trump aligned national security world… …What is going to be rather amusing is those foreign policy hands on the right who are aligned with the Trump administration will be fundamentally unable to criticize him for this Iran mess. It’s already happening. Think about that as you read their defense of the horrible terms of this cease fire agreement. The cult has a long reach.

@WarMonitor3 Straits are shut, over a billion dollars of American radars and planes are destroyed by its 30k drones, 300 million to rescue 1 airman. Is that losing? Straits closed is not US winning.

The only people confident Iran is doing well militarily are Islamists in the west in denial. The actual Iranian military are either hiding in bunkers or watching helplessly as they get pounded from the air by strikes😂

@marcthiessen Germany has allowed base use. And Ramstein is huge. Idiot.

Move US troops from Germany to Romania

@JayinKyiv Trump can refuse to backstop NATO and let Putin know that. No Article 5. No nuclear umbrella. And still be in NATO.

Stop entertaining the notion that Trump would take the US out of NATO. Firstly it would require congressional action. Second, and most importantly, Putin would never allow Trump do this, as paralyzing the organization from within is much more valuable. A new "NATO" without the US, but with its own massive arms manufacturing capabilities, and with Ukraine at the core of it – now that is an idea worth pursuing.

@Mylovanov Say u have no clue without saying it. Or say I. North Korea had has 1M man army, China backing as a neighbor, 10-20k artillery pieces that can roll out of mountains. In range of Seou. There was never ever any way to invade or fight that. Ever. Never. Moron.

Every US president chose diplomacy over force, waited too long, and North Korea now has 50 nuclear warheads and ICBMs that can reach the continental US that mistake with Iran by learning North Korea lesson. Trump decided not to repeat that mistake with Iran, writes WSJ. 1/

@RKelanic Combined arms war is not drones and missiles.

The Pentagon has claimed that lower Iran missile count = degraded command & control, but I’m not convinced. Iran’s ability to coordinate combined-arms assaults on bases like Prince Sultan in Saudi Arabia, which included missiles and drones, suggests rumors of command & control demise are greatly exaggerated. Missiles & drones move at wildly different speeds and could be launched from far-apart locations. The fact Iran can converge them on a single objective is a sign of sophisticated C&C. @ka_grieco has done tons of analysis that suggests the lower firing count reflects a selective targeting marathon strategy, rather than C&C difficulty or lowered overall capacity.

@ukraine_map @RpsAgainstTrump who says the nuke program was destroyed in 2025? Trump and you?

The US wasted: ~1,000 Tomahawks Over 1,000 JASSM 2,400 Patriot interceptors More than half all US THAAD interceptors Got the US into a war they can’t get out of For what? No regime change, the Nuclear program was already destroyed in June 2025, Iran is still launching ballistic missiles and Shaheds. All of this wasted for what, why the main threats Russia and China still remain, and are not weakened, only funding Iran more. So what’s bombing another 1-2 months going to do? Nothing, still regime change won’t happen, more munitions will be wasted.

Yeah… this isn’t ending in “two weeks”

@OAlexanderDK @BrennpunktUA What don’t count the reaper drones, and kc135 sitting on the ground?

The loss of an F-15E is major news because it’s so rare. After ~5 weeks and ~13,000 sorties, this is the first manned U.S. combat aircraft lost to enemy fire over Iran. For context: the U.S. lost 28 fixed-wing aircraft to Iraqi air defenses during Desert Storm.

@PhillipsPOBrien @joncoopertweets Of course not. Krasnov Donald is pro Putin, actively working for Putin and against NATO and EU and Ukraine, even when it means the death of US soldiers. Or losers as he calls them for being dead.

Europeans might ask themselves this question. If Trump does not care about Putin helping the Iranians to kill Americans, do you think he will care at all about Putin trying to kill Europeans?

@RonFilipkowski Pro Putin. Krasnov will do anything to help Putin.

What is the US national interest in having our government back Viktor Orban over Peter Magyar in the Hungarian election?

@McFaul Losing the US for article 5 is getting less critical every month for NATO. The US losing its UK and EU and Diego Garcia bases would be catastrophic to our military.

Even if you did not support Trumps decision to launch of war of choice against Iran (like me), restricting the use of US airbases in NATO countries imprudently damages NATO unity. Yes, Trumps threats to invade/annex NATO countries does too. But 2 wrongs don’t make a right.

July 1987, Moscow, USSR — Trump, 41 years old, flies to Moscow at the invitation of Soviet Ambassador to the U.S., Yuri Dubinin. Upon returning from Moscow, the bankrupt Trump suddenly receives loans from 16 banks and, without negotiation. 1/n

Marvelous Marvin Hagler vs Thomas Hearns, 1985's FOTY. Three rounds of pure violence.

@Mylovanov We leave NATO, then we the US will lose our bases. No Ramstein etc. That’s the end of US power projection for CENTCOM. Over and done. Thinking the US keeps bases in EU/UK after leaving NATO is a lark.

Kellogg: NATO may need to be redrawn with countries willing to fight, like Japan, Australia, Germany, Poland, and Ukraine, which has proven to be a good ally. Under Article 13, the US could leave NATO with one year’s notice if the alliance no longer works. 1/

@RasmusJarlov Congress will never pass a formal NATO exit. Trump can refuse troop deployment and Article 5 defense as POTUS

As a European, I am not afraid that the USA will leave NATO. We already know that they do not have good intentions to Europe and that we, therefore, have to build our defence to be able to fight without the Americans. We are well on our way and it will happen a lot faster if the USA leaves NATO officially. Russia is too weak and small to be a long term threat to Europe. They simple can not match what we can produce. As long as we keep Ukraine from falling, Russia is also not a threat to us in the short term. So if the USA leaves NATO, it is simple for us: Keep Ukraine from falling at all costs and build up European defence and weapon production as fast as humanly possible. We can and we will do that and Europe will be absolutely fine and safe.