Forwarded from Tabz - Alternative Media (Tabz)
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/CIG/ Telegram | Counter Intelligence Global
Trump is saying anything that would calm the markets down. There's no hints the U.S. is preparing to call the quits. Recall that Trump told medias in Israel that the war will continue as long as Benjamin Netanyahu wants.
At least 3 B-52H Stratofortress bombers and 8 B-1B Lancers are now forward-deployed, setting the stage for a heavier and more sustained wave of airstrikes expected in the coming days.
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Fotros Resistance
❗️🇮🇷🇺🇸| Satellite images confirm IRGC’s claim of destroying an American AN/TPY2 radar part of the THAAD anti-missile system, in Al Ruwais, UAE. This is going to give Iran more flexibility in launching missiles. @FotrosResistancee
Two buildings were hit, with one having been entirely destroyed.
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Thousands of Laotians and Cambodians are crossing into neighbouring Vietnam to buy gasoline and diesel fuel because its cheaper than in their own countries.
Vietnam imports a lot of its oil from Kuwait, which hasn't been able to export oil in a week and has begun to cut oil production as the oil storages are full.
Vietnamese refineries have enough reserves of oil to refine gasoline and diesel until the end of April 2026, but rationing will come far sooner especially with an influx of customers from Laos and Cambodia on top of the Vietnamese citizenry.
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PHÁPLUẬT
Xuất hiện tình trạng người dân vùng biên giới Campuchia, Lào sang Việt Nam mua xăng
(PLO)- Hiện giá xăng A95 của Việt Nam đang ở mức 27.047 đồng/lít, trong khi Campuchia 31.000 đồng/lít, Lào 39.000 đồng/lít.
Forwarded from Geopolitics Watch (Levant)
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/CIG/ Telegram | Counter Intelligence Global
Thailand, like every Southeast Asian country, imports most of its fuel from the Middle East and hasn't been able to in ~two weeks.
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archive.ph
Thailand Orders WFH for Government Agencies as Iran War Spikes Fuel P…
archived 10 Mar 2026 06:41:50 UTC
Countries including Thailand, Bangladesh, India and Vietnam are dipping into the spot market to safeguard near-term energy security as uncertainty persists over the duration of the US-Israeli war against Iran. But some tenders for this month — like from India’s Gail and GSPC — have gone unawarded, indicating a shortage of immediately available fuel. Thailand’s PTT was seeking a late March-early April cargo but only bought for next month.
While some importers were able to secure liquefied natural gas for March, a few of these cargoes were awarded at high prices. Bangladesh secured two emergency shipments for this month, one at about $28 per million British thermal units — about 2.5 times higher than the January rate — and the other at close to $23/mmbtu, according to a Petrobangla official, who added the move was to avert a domestic energy crisis.
The tight supply also comes at a time when Southeast Asia is expecting hotter weather in the months ahead, potentially raising demand for energy. Buyers in Asia will need to continue competing with each other and Europe for a limited amount of gas.
Global LNG prices have surged as the Middle East conflict continues to roil energy markets. European gas jumped as much as 30% Monday, following a spike in crude oil, before settling about 6% higher. Asian LNG prices have more than doubled since the war broke out on Feb. 28, with traders expecting prices to remain high for as long as it lasts.
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archive.ph
Asian Buyers Struggle to Find March LNG as Supply Remains Tight - Blo…
archived 10 Mar 2026 06:29:44 UTC
Before that, aluminum saw an all time high price of 3.544$/ton.
Qatar produces 9% of the global aluminum and hasn't been able to export in 11 days. Production at Qatar's aluminum plant has been shut down out of safety concerns for workers and energy constraints.
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The world’s biggest buyer imported 96.93 million tons, a 16% increase from January-February 2025, according to customs data on Tuesday. The surplus is being used to fill commercial and strategic stockpiles that may need to be tapped if the US-Israeli war with Iran continues for any length of time.
Chinese demand helped prop up the global oil market in 2025, despite rising overseas supply and less consumption at home. The accumulated reserves should help cushion the impact of production curbs in the Middle East and a breakdown in trade that sent international prices hurtling toward $120 a barrel on Monday.
China has about 1.4 billion barrels of crude — or 190 million tons — in strategic storage, according to Erica Downs, senior research scholar at Columbia University’s Center on Global Energy Policy. Even if all the country’s imports from the Middle East were cut off, those stockpiles could cover the lost supplies for six months, she said.
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archive.ph
China Raises Crude Imports to Guard Against Supply Disruptions - Bloo…
archived 10 Mar 2026 03:56:11 UTC
/CIG/ Telegram | Counter Intelligence Global
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India has invoked emergency powers to redirect supplies of liquefied petroleum gas away from industrial users to households, as it seeks to shield ordinary people from the impact of the Middle East war.
An oil ministry notification on Tuesday barred refiners — including Reliance Industries Ltd.’s export-oriented unit — and petrochemical plants from using the fuel as a feedstock, while also ordering them to maximize LPG output. That was an expansion of a previous measure targeting other processors.
LPG cylinders are still found in most Indian kitchens, and industries use the fuel as feedstock for plastic production.
The move comes as the crisis in the Middle East, from where India sources most of its LPG and two thirds of its liquefied natural gas, shows no signs of easing. Fuel shipments through the Straight of Hormuz, a key chokepoint, are all but halted, and India is now extending measures to protect the more than 300 million households that use LPG.
Households accounted for roughly 86% of India’s LPG consumption in the 10 months through January, according to oil ministry data. The government raised cooking gas prices on Saturday for the first time in a year and extended the minimum interval between subsidized refills to 25 from 21 days to modulate demand.
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archive.ph
India Prioritizes Households as It Redirects LPG From Refiners - Bloo…
archived 10 Mar 2026 08:30:39 UTC
🪫 Iran War’s Energy Shock Is Spreading to Crop-Based Fuels
The spike risks crimping output of crop-based fuels and adding to the region’s energy crunch. Indonesia is the world’s biggest producer of palm oil, a large portion of which is converted into biodiesel to meet the country’s steep blending targets. Methanol is key to that process, helping to break down the crop and convert it into fuel.
However, prices for the alcohol have climbed as ship traffic grinds to a near halt amid the US-Israeli attacks in Iran, crimping vital commodity shipments — much of which often head to Asia. QatarEnergy last week said it would halt production of downstream products including methanol after the closure of its massive liquefied natural gas plant.
Methanol prices for delivery to Southeast Asia jumped 24% last week to $402 a ton, the biggest gain since 2007, data from analytics firm Polymer Update shows. If the disruption continues, inventories in Indonesia could run low and biofuel production may fall short of the government’s monthly quotas as soon as April, according to traders familiar with the matter who asked not to be identified.
That threatens further tightening energy supplies in the region, which is highly dependent on imports and has been hit by the sharp slowdowns in oil and gas shipments. Biofuels have historically been seen as a way to combat that reliance and produce more energy at home. Vegetable oil prices have climbed since the war’s outbreak, with palm oil briefly surging as much as 10% on Monday.
🔗 https://archive.ph/zylON
The spike risks crimping output of crop-based fuels and adding to the region’s energy crunch. Indonesia is the world’s biggest producer of palm oil, a large portion of which is converted into biodiesel to meet the country’s steep blending targets. Methanol is key to that process, helping to break down the crop and convert it into fuel.
However, prices for the alcohol have climbed as ship traffic grinds to a near halt amid the US-Israeli attacks in Iran, crimping vital commodity shipments — much of which often head to Asia. QatarEnergy last week said it would halt production of downstream products including methanol after the closure of its massive liquefied natural gas plant.
Methanol prices for delivery to Southeast Asia jumped 24% last week to $402 a ton, the biggest gain since 2007, data from analytics firm Polymer Update shows. If the disruption continues, inventories in Indonesia could run low and biofuel production may fall short of the government’s monthly quotas as soon as April, according to traders familiar with the matter who asked not to be identified.
That threatens further tightening energy supplies in the region, which is highly dependent on imports and has been hit by the sharp slowdowns in oil and gas shipments. Biofuels have historically been seen as a way to combat that reliance and produce more energy at home. Vegetable oil prices have climbed since the war’s outbreak, with palm oil briefly surging as much as 10% on Monday.
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✡️ Tucker Carlson:
🔗 InfoLibNews
"The Israeli government believes it is okay to kill people on the basis of their bloodline. They are 'Amalek,' as the Prime Minister often says, again and again and again."
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Forwarded from Geopolitics Watch (Levant)
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Forwarded from Geopolitics Watch (Levant)
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Geopolitics Watch
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Geopolitics Watch
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Forwarded from Keith Woods
Trump tried to calm markets yesterday with his statement about the war being complete. Since that's clearly not the case, he now has to throw everything at keeping the Strait open.
The fact is Iran has the means to keep the Strait closed for many months, which would mean a global recession and a bloodbath for the GOP in midterms and a disaster for Vance/Rubio in 2028.
Iran has a stockpile of tens of thousands of Shahed drones and can manufacture thousands more, every month. Lobbing more bombs at the country is will do little to change this dynamic, especially when the timeline to avoid economic catastrophe is mere months.
For years now, people have celebrated Trump's diplomatic routine of hitting a country hard, threatening them with total destruction, then quickly reaching a mediated solution that secures concessions before things spin out of control. But this time may be different. Trump has
1. Killed the man Iranians consider the head of their religion
2. Overseen the bombing of a school that killed 160+ children
3. Negotiated in bad faith to buy time for a sneak attack with Israel
4. Demanded unconditional surrender and threatened destruction of the Iranian nation
The US thought the Iran regime would be weakened internally the more it was attacked externally, but after these humiliations, the legitimacy of Khamenei's successors rests on them delivering a victory.
Iran has no choice but to impose real pain on the US and establish deterrence, because the US has shown this cycle will repeat again and again until it becomes too costly to be considered by another administration.
This operation is going to be looked back on as a complete disaster.
The fact is Iran has the means to keep the Strait closed for many months, which would mean a global recession and a bloodbath for the GOP in midterms and a disaster for Vance/Rubio in 2028.
Iran has a stockpile of tens of thousands of Shahed drones and can manufacture thousands more, every month. Lobbing more bombs at the country is will do little to change this dynamic, especially when the timeline to avoid economic catastrophe is mere months.
For years now, people have celebrated Trump's diplomatic routine of hitting a country hard, threatening them with total destruction, then quickly reaching a mediated solution that secures concessions before things spin out of control. But this time may be different. Trump has
1. Killed the man Iranians consider the head of their religion
2. Overseen the bombing of a school that killed 160+ children
3. Negotiated in bad faith to buy time for a sneak attack with Israel
4. Demanded unconditional surrender and threatened destruction of the Iranian nation
The US thought the Iran regime would be weakened internally the more it was attacked externally, but after these humiliations, the legitimacy of Khamenei's successors rests on them delivering a victory.
Iran has no choice but to impose real pain on the US and establish deterrence, because the US has shown this cycle will repeat again and again until it becomes too costly to be considered by another administration.
This operation is going to be looked back on as a complete disaster.