This puts gold futures up +14% since July 17.
The gold market knows exactly what is coming next.
📎 KobeissiLetter
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Windward's multi-sensor analysis surfaced one vessel whose movements align with the location and timing of the damage. Here is what each sensor saw:
AIS behavior first: The vessel entered Australia's EEZ on July 28, anchored off Perth, and loitered for nearly two weeks. On July 31 her reported ETA changed to January 1, 2027, a placeholder value typical of vessels with no genuine port call intent. Through August 8–9, the window in which the cables were damaged, her track shows repeated erratic crossings over the cable corridor.
Then the satellites: Windward EO satellite imagery captured her on August 3 at 02:12 UTC, roughly 11 km west of Perth, off Marmion Marine Park. On August 8 at 21:42 UTC, SAR imagery placed her directly on the cable route.
Any one of these signals can be argued with. An AIS track can be dismissed as noise. An EO frame proves presence, not behavior. A SAR return is a bright smudge on a purple field. Stack them and the ambiguity collapses: three independent sensors, one vessel, on the cables, at the time of the cuts.
Fewer than 20 cables carry roughly 99% of Australia's internet traffic. Protecting them starts with knowing which vessel was there, and being able to prove it three different ways.
📎 Windward
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Windward (@WindwardAI)
🚨🇦🇺 Two of Australia's subsea internet cables, Indigo West and Indigo Central, were damaged last weekend inside the Submarine Cable Protection Zone off Perth. Authorities cited "very suspicious activity from a vessel near the location."
Windward's multi…
Windward's multi…
/CIG/ Telegram | Counter Intelligence Global
📝 🇦🇺 🇨🇳 Labrador Skeptic on X:
Fascinating glimpse of the emerging new world, read the whole thing. I assume the ship was Chinese, that it intended to send a message, and that this ties into the Iran & Ukrainian wars. I've been writing for going on 4 years about the potential danger period if the US used up too much of its sophisticated weapons stocks in Ukraine & the Middle East, particularly interceptors, and resupply was 5+ years away. All based on public info, yet nothing was done.
Well, here we are. Moves start getting made, muscles being flexed, and our options for doing anything about it are way down, particularly if it is happening in multiple areas.
The US can't do more than a one front war, and it is questionable for how long we can do that. Before Ukraine the Pentagon estimated we had enough sophisticated munitions to fight a war with a peer power for 3-4 weeks before running out, then 5+ years to resupply. Well, we did use them up in Ukraine, they're now out, we used a hell of a lot in the Middle East, and what is left is a closely held national security secret, but it can't be a lot.
Also, we're completely tied up in Iran, we can't do Australia (or Taiwan) at the same time. So, China probes, tests, demonstrates, teaches lessons to 2nd tier nations like Australia about what is going on in the new world order (or lack thereof).
The US can't afford a war now, particularly on two fronts, we don't have the weapons. So, China cuts 10% of Australia's internet access without saying a word. But the message is received. What are you going to do about it, Australia? US?
📎 Labrador Skeptic
Fascinating glimpse of the emerging new world, read the whole thing. I assume the ship was Chinese, that it intended to send a message, and that this ties into the Iran & Ukrainian wars. I've been writing for going on 4 years about the potential danger period if the US used up too much of its sophisticated weapons stocks in Ukraine & the Middle East, particularly interceptors, and resupply was 5+ years away. All based on public info, yet nothing was done.
Well, here we are. Moves start getting made, muscles being flexed, and our options for doing anything about it are way down, particularly if it is happening in multiple areas.
The US can't do more than a one front war, and it is questionable for how long we can do that. Before Ukraine the Pentagon estimated we had enough sophisticated munitions to fight a war with a peer power for 3-4 weeks before running out, then 5+ years to resupply. Well, we did use them up in Ukraine, they're now out, we used a hell of a lot in the Middle East, and what is left is a closely held national security secret, but it can't be a lot.
Also, we're completely tied up in Iran, we can't do Australia (or Taiwan) at the same time. So, China probes, tests, demonstrates, teaches lessons to 2nd tier nations like Australia about what is going on in the new world order (or lack thereof).
The US can't afford a war now, particularly on two fronts, we don't have the weapons. So, China cuts 10% of Australia's internet access without saying a word. But the message is received. What are you going to do about it, Australia? US?
📎 Labrador Skeptic
🧵 Thread • FxTwitter
Labrador Skeptic (@SaysSimulation)
Fascinating glimpse of the emerging new world, read the whole thing. I assume the ship was Chinese, that it intended to send a message, and that this ties into the Iran & Ukrainian wars. I've been writing for going on 4 years about the potential danger period…
Forwarded from Tabz - Live News (Hyperborea)
According to the General Staff, two frigates, Admiral Makarov and Admiral Essen, as well as a Buyan-M-class small missile ship and the patrol ship Vasily Bykov, sustained damage of varying severity.
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Hamid accused the UAE-backed RSF of killing civilians, destroying Sudanese cities, and fueling tribal, communal, and racial tensions, describing conditions in areas under its control as “heartbreaking.”
He called on RSF fighters to “return to the embrace of the homeland” and urged Sudanese citizens to unite behind efforts to restore legitimate state institutions in Kordofan and Darfur.
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⚖️ 🇺🇸 🖥 Trump sued over paid early access to Truth Social posts
The president’s social media company began offering high-speed access to his market-moving announcements for $100,000 a month in August.
The lawsuit, filed Wednesday in the U.S. District Court for the Southern District of New York by the left-leaning nonprofit newsroom The Intercept and the Freedom of the Press Foundation, alleges the practice “is extraordinary, corrupt, and unconstitutional."
The plaintiffs also say the controversial $100,000-a-month program violates their First Amendment rights to access presidential statements “on equal terms with other members of the press and public.”
https://www.politico.com/news/2026/08/12/trump-intercept-truth-social-lawsuit-01035538
The president’s social media company began offering high-speed access to his market-moving announcements for $100,000 a month in August.
The lawsuit, filed Wednesday in the U.S. District Court for the Southern District of New York by the left-leaning nonprofit newsroom The Intercept and the Freedom of the Press Foundation, alleges the practice “is extraordinary, corrupt, and unconstitutional."
The plaintiffs also say the controversial $100,000-a-month program violates their First Amendment rights to access presidential statements “on equal terms with other members of the press and public.”
https://www.politico.com/news/2026/08/12/trump-intercept-truth-social-lawsuit-01035538
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POLITICO
Trump sued over paid early access to Truth Social posts
The president’s social media company began offering high-speed access to his market-moving announcements for $100,000 a month in August.
📝 🇺🇸 🇺🇦 U.S. Army troops faced off against Ukrainian drone operators at a military exercise in Germany earlier this year.
Ukrainian Drone Teams “Wiped Out” a U.S. Armored Brigade in Germany
According to a new Wall Street Journal report, during the Combined Resolve exercise at Hohenfels, Germany, Ukrainian drone operators from the 412th Unmanned Systems Regiment (“Nemesis”) faced a U.S. armored brigade rotated from Fort Hood (3rd ABCT, 1st Cavalry Division).
Ukrainian reconnaissance drones quickly detected U.S. heavy armor.
The American vehicles kicked up large dust signatures while moving — a classic vulnerability that combat-experienced Ukrainian operators exploited immediately.
well-practiced kill chain refined on the actual battlefield against Russia:
Recon drones lock the target
Explosive-dropping drones arrive
FPV (first-person-view) kamikaze drones finish the job
U.S. tanks and Bradleys were being “destroyed” so fast that exercise controllers had to repeatedly “respawn” the vehicles just to keep the drill going.
This is the exact tactic Ukrainians have used for years against Russian columns.
Small, cheap, agile teams operating under electronic warfare pressure, using real-time video and rapid coordination between different drone types.
U.S. forces initially struggled with:
Heavy vehicles creating obvious dust trails
Incomplete adoption of drone countermeasures
Tendency to operate in ways that still reflected pre-2022 thinking
By the second half of the two-week exercise, the Americans adapted — dispersing units, improving camouflage and concealment, and employing electronic warfare more aggressively.
Midway through, the Ukrainians switched sides.
They began training the U.S. troops on offensive drone tactics — showing them how to hunt and strike the way they do in real combat. Reports indicate the Americans improved noticeably once they started learning from the operators who actually fight this way every day.
Key takeaway from the exercise:
Experience is the ultimate force multiplier.
Ukrainian drone teams — many of them veterans of the hottest sectors of the front — demonstrated that massed, cheap, and combat-proven unmanned systems can overwhelm traditional armored formations that haven’t fully adapted.
The U.S. Army is clearly trying to absorb these lessons through exercises like Combined Resolve. The question is how fast the adaptation can scale across the force.
📎 AirVector
Ukrainian Drone Teams “Wiped Out” a U.S. Armored Brigade in Germany
According to a new Wall Street Journal report, during the Combined Resolve exercise at Hohenfels, Germany, Ukrainian drone operators from the 412th Unmanned Systems Regiment (“Nemesis”) faced a U.S. armored brigade rotated from Fort Hood (3rd ABCT, 1st Cavalry Division).
Ukrainian reconnaissance drones quickly detected U.S. heavy armor.
The American vehicles kicked up large dust signatures while moving — a classic vulnerability that combat-experienced Ukrainian operators exploited immediately.
well-practiced kill chain refined on the actual battlefield against Russia:
Recon drones lock the target
Explosive-dropping drones arrive
FPV (first-person-view) kamikaze drones finish the job
U.S. tanks and Bradleys were being “destroyed” so fast that exercise controllers had to repeatedly “respawn” the vehicles just to keep the drill going.
This is the exact tactic Ukrainians have used for years against Russian columns.
Small, cheap, agile teams operating under electronic warfare pressure, using real-time video and rapid coordination between different drone types.
U.S. forces initially struggled with:
Heavy vehicles creating obvious dust trails
Incomplete adoption of drone countermeasures
Tendency to operate in ways that still reflected pre-2022 thinking
By the second half of the two-week exercise, the Americans adapted — dispersing units, improving camouflage and concealment, and employing electronic warfare more aggressively.
Midway through, the Ukrainians switched sides.
They began training the U.S. troops on offensive drone tactics — showing them how to hunt and strike the way they do in real combat. Reports indicate the Americans improved noticeably once they started learning from the operators who actually fight this way every day.
Key takeaway from the exercise:
Experience is the ultimate force multiplier.
Ukrainian drone teams — many of them veterans of the hottest sectors of the front — demonstrated that massed, cheap, and combat-proven unmanned systems can overwhelm traditional armored formations that haven’t fully adapted.
The U.S. Army is clearly trying to absorb these lessons through exercises like Combined Resolve. The question is how fast the adaptation can scale across the force.
📎 AirVector
🧵 Thread • FxTwitter
AirVector (@airpower33)
THREAD: Ukrainian Drone Teams “Wiped Out” a U.S. Armored Brigade in Germany
According to a new Wall Street Journal report, during the Combined Resolve exercise at Hohenfels, Germany, Ukrainian drone operators from the 412th Unmanned Systems Regiment (“Nemesis”)…
According to a new Wall Street Journal report, during the Combined Resolve exercise at Hohenfels, Germany, Ukrainian drone operators from the 412th Unmanned Systems Regiment (“Nemesis”)…
/CIG/ Telegram | Counter Intelligence Global
In a rushed process exempted from normal rules, the Army hired General Dynamics, which brought on a Turkish subcontractor with little vetting, to make artillery shells.
Despite being paid $533 million, General Dynamics did not produce a single usable shell at its new factory — and has not been held publicly accountable.
Since the Army halted two production lines at the factory, the General Dynamics unit responsible for the debacle has received contract awards totaling $2.5 billion.
🇺🇦 The United States still is not close to producing the promised 100,000 shells per month, a former Army official told ProPublica in June, although other investments to increase 155 mm production have turned out better. Ukraine still needs those shells, the official said, but attention has once again shifted. In the Middle East, it’s other munitions that the Trump administration has rapidly burned through during its war with Iran. Trump officials are now calling for ramping up production in those areas — and fast.
🇮🇷 “Conventional ammo is back on the back burner,” the official said. “Everything now is about interceptors, missiles.”
https://www.propublica.org/article/general-dynamics-artillery-factory-failed
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ProPublica
Fiasco in the Factory: Taxpayers Funded a $533 Million Artillery Plant That Made Nothing
General Dynamics opened a Texas factory to churn out artillery shells for Ukraine, but the machines kept breaking. Robot arms smashed into things. Hunks of metal crashed to the floor. There was even a real-life dumpster fire.
📝 🇺🇦 🇷🇺 Ukrainian intelligence says Russia has stockpiled around 6,200 Geran drones for mass strikes, potentially launching 600–1,000 drones in a single attack.
Production of Geran-4/5 alone is estimated at ~3,000 per month.
https://united24media.com/war-in-ukraine/russia-has-built-up-6200-shahed-drones-and-its-biggest-barrages-could-reach-1000-at-once-21606
📎 Clash Report
Production of Geran-4/5 alone is estimated at ~3,000 per month.
https://united24media.com/war-in-ukraine/russia-has-built-up-6200-shahed-drones-and-its-biggest-barrages-could-reach-1000-at-once-21606
📎 Clash Report
📎 WarTranslated
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📢 🇺🇦 🇷🇺 The Ukrainian GUR reports that Russia has suspended production of the Geran-3 jet-drone, as it focuses on maximising its production of the modernised Geran-4 jet-drone.
The Geran-3 was reportedly just a transitional step between the Geran-2 and Geran-4, as it maintained the original Geran-2 airframe, with only the motor being replaced with a jet engine.
This would explain why the Geran-3 hasn't been spotted in use for some time.
📝 Labrador Skeptic: The problem with long wars is that the technological innovation is continuous, which drives ever greater obsolescence of pre-existing weapons.
The slow (~100 mph) Geran-2 "flying lawnmowers" Russia bought from Iran are long gone, and the new generation of ~300 mph jet-powered Geran-4s are what Russia is using long-distance to effectively shut down Ukrainian shipping in the Black Sea, which means shutting down 88% of their former export routes.
The Geran-3 added (Chinese) jet engines, the Geran-4 completely redid the frame to make it suitable for not just high speeds, but to be maneuverable at those speeds. And that tech will be here from here forward, and will likely be in the Gulf shortly if it isn't already there.
Iran/Russia innovated with flying lawnmowers, Ukraine with US technological assistance developed effective anti-drone countermeasures, and those countermeasures are all now obsolete versus the new much faster, higher altitude and maneuverable kamikaze drones. They're more expensive, but Russia is still able to make more than 3k of them a month, per Ukraine.
These are effectively a hybrid of sorts, halfway between the prop-powered drones, and subsonic cruise missiles. Except they are much cheaper to make at volume than cruise missiles. Coming soon to a war near you.
📎 AMK Mapping
The Geran-3 was reportedly just a transitional step between the Geran-2 and Geran-4, as it maintained the original Geran-2 airframe, with only the motor being replaced with a jet engine.
This would explain why the Geran-3 hasn't been spotted in use for some time.
📝 Labrador Skeptic: The problem with long wars is that the technological innovation is continuous, which drives ever greater obsolescence of pre-existing weapons.
The slow (~100 mph) Geran-2 "flying lawnmowers" Russia bought from Iran are long gone, and the new generation of ~300 mph jet-powered Geran-4s are what Russia is using long-distance to effectively shut down Ukrainian shipping in the Black Sea, which means shutting down 88% of their former export routes.
The Geran-3 added (Chinese) jet engines, the Geran-4 completely redid the frame to make it suitable for not just high speeds, but to be maneuverable at those speeds. And that tech will be here from here forward, and will likely be in the Gulf shortly if it isn't already there.
Iran/Russia innovated with flying lawnmowers, Ukraine with US technological assistance developed effective anti-drone countermeasures, and those countermeasures are all now obsolete versus the new much faster, higher altitude and maneuverable kamikaze drones. They're more expensive, but Russia is still able to make more than 3k of them a month, per Ukraine.
These are effectively a hybrid of sorts, halfway between the prop-powered drones, and subsonic cruise missiles. Except they are much cheaper to make at volume than cruise missiles. Coming soon to a war near you.
📎 AMK Mapping
/CIG/ Telegram | Counter Intelligence Global
📢 🇺🇦 🇷🇺 The Ukrainian GUR reports that Russia has suspended production of the Geran-3 jet-drone, as it focuses on maximising its production of the modernised Geran-4 jet-drone. The Geran-3 was reportedly just a transitional step between the Geran-2 and Geran…
📝 🇺🇸 🇨🇳 Labrador Skeptic on X: The technological innovation then drives the industrial question. Russia uses cheap Chinese jet engines, just as almost everyone (except the US) uses cheap Chinese electronics for their drones.
Can the US gear up to produce 10k very small, very cheap jet-engines a month?
How long will it take to do it? Who will do it?
I don't believe this is a realistic possibility for the major US defense manufacturers at this point. They might be able to produce small numbers of engines at high prices in 5-10 years(?).
OTOH, we absolutely do graduate the Aeronautical, Mechanical & Electrical engineers to make this happen & quickly.
By law & now HR departments the hiring is now on a DEI basis, with visa hires, women & blacks given priority, and jobs treated as a reward to be allocated to favored political groups. That kind of culture is not capable of catching up to China or Russia.
So, the greater the degree of technological revolution, the faster the DEI culture must be driven from our institutions. Or, we lose, likely badly at some point.
📎 Labrador Skeptic
Can the US gear up to produce 10k very small, very cheap jet-engines a month?
How long will it take to do it? Who will do it?
I don't believe this is a realistic possibility for the major US defense manufacturers at this point. They might be able to produce small numbers of engines at high prices in 5-10 years(?).
OTOH, we absolutely do graduate the Aeronautical, Mechanical & Electrical engineers to make this happen & quickly.
By law & now HR departments the hiring is now on a DEI basis, with visa hires, women & blacks given priority, and jobs treated as a reward to be allocated to favored political groups. That kind of culture is not capable of catching up to China or Russia.
So, the greater the degree of technological revolution, the faster the DEI culture must be driven from our institutions. Or, we lose, likely badly at some point.
📎 Labrador Skeptic
🧵 Thread • FxTwitter
Labrador Skeptic (@SaysSimulation)
The technological innovation then drives the industrial question. Russia uses cheap Chinese jet engines, just as almost everyone (except the US) uses cheap Chinese electronics for their drones.
Can the US gear up to produce 10k very small, very cheap jet…
Can the US gear up to produce 10k very small, very cheap jet…
Until now, almost nothing was publicly known about it. The drone is used exclusively by the SBU’s Alpha unit, can fly up to 2,000 km and carries a warhead weighing between 25 and 60 kg.
Thousands have already been launched, striking hundreds of targets across Russia and occupied territories. Among its known targets are a Russian Tu-95MS strategic bomber at Engels airbase, the Baltic Fleet naval base, the port of Ust Luga, targets around Moscow and a Russian electronic warfare system near Putin’s palace in Gelendzhik.
📎 Special Kherson Cat
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☄️ 🇹🇷 🌍 The moment a magnesium-sodium meteor fell towards Istanbul.
Tonight marks the peak of the Perseid meteor shower, caused by debris left behind by Comet 109P/Swift-Tuttle as Earth passes through its trail.
📎 Hava Forum
Tonight marks the peak of the Perseid meteor shower, caused by debris left behind by Comet 109P/Swift-Tuttle as Earth passes through its trail.
📎 Hava Forum
/CIG/ Telegram | Counter Intelligence Global
The drone has a configuration resembling the Iranian Shahed-136, although its most distinctive visual feature is the pair of forward canards. According to available information, the original plan was to import the Chinese platform, but production was instead localized in Ukraine following an import ban.
MICH 2000 has reportedly been in service since autumn 2024 and is said to be operated exclusively by the SBU’s Alpha Special Operations Center. Images show the UAV in both black and gray configurations.
According to the manufacturer, MICH 2000 has a range of up to 2,000 km (1,243 miles) and can carry a 25–60 kg (55–132 lbs) warhead. The basic version is priced at around $48,000, with approximately 85% of its components localized in Ukraine.
The company is also developing a MICH+ variant with a stated range of up to 600 km (373 miles) and a 70 kg (154 lbs) warhead. Unlike the MICH 2000, the planned variant is said to omit the forward canards.
📎 Drone Wars
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Forwarded from Mediterranean Man (Y01)
⚡🇨🇳 🇹🇼 🇲🇨 The Republic of China (Taiwan) has condemned China's plan to hold a navigation exercise with an Indonesian warship off the island's east coast.
They requested Indonesia provide further details after China's defence ministry announced it would hold the exercise jointly with Indonesia in mid-August.
The exercise is part of a return journey for the Indonesian ship from Vladivostok.
China stated that this exercise or Passex is a common goodwill engagement carried out by navies across the world as a show of naval brotherhood and the maritime diplomacy that goes hand in hand with warships particularly when passing through their own territorial waters.
@medmannews
They requested Indonesia provide further details after China's defence ministry announced it would hold the exercise jointly with Indonesia in mid-August.
The exercise is part of a return journey for the Indonesian ship from Vladivostok.
China stated that this exercise or Passex is a common goodwill engagement carried out by navies across the world as a show of naval brotherhood and the maritime diplomacy that goes hand in hand with warships particularly when passing through their own territorial waters.
@medmannews
The formulaic tasks that millions of Indians perform in their daily jobs leave them particularly vulnerable to replacement by AI. Despite the country’s large number of tech workers, Indian has made paltry gains in the AI sector and is largely dependent on foreign products.
https://archive.ph/Va8Vv
📎 AF Post
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