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Saudis activate dark fleet after being caught in Houthi-Hormuz pincer

Saudi Aramco has begun selling oil on a “ship-to-ship basis” from off the Gulf of Oman, US business media reports, citing sources familiar with the operations.

👉 The process involves “shuttling” – the use of small tankers to quietly ferry crude (in this case Arab Medium and Arab Heavy) out of the dangerous and restricted waters of the Persian Gulf, before transferring it to larger tankers once in a safer location.

Satellite snaps analyzed by Bloomberg apparently saw a major uptick in activity at Saudi Arabia’s Gulf ports, with vessels with 9M+ barrels’ worth of capacity spotted near Ras Tanura over the past week, and a “large cluster” of supertankers seen loitering just outside the Gulf.

📊 That’s a far cry from the estimated 7M bpd in exports the country was enjoying before the start of the Hormuz crisis, and the Houthis’ counterblockade in the Red Sea. Still, it’s better than nothing for a country where oil accounts for ~60% of the state budget.

Bloomberg characterizes Saudi shuttling as a noble gesture “helping to keep a lid on oil prices and assuaging fears of an energy-driven inflation spike,” although apparently it’s blatantly illegal, sanctions-skirting activity when countries like Iran, Russia and Venezuela do it.

Riyadh’s desperate move comes amid the renewed escalation of the Yemen war, which a Gulf coalition first waded into in 2015, along with Trump’s ongoing war with Iran, which has left ~20M bpd in daily maritime oil shipments trapped in the Gulf and clawing for alternative routes.

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❤️📉 Epstein Coalition outspent Iran 100 to 1, still couldn’t win

Iran “was able to manage a war at one one-hundredth of the enemy’s expenditure, ultimately securing victory for the warriors of Islam” against US-Israeli aggression, IRGC deputy commander Mostafa Izadi said Monday.

“The world’s greatest military power and the backstop of NATO went to war with the Islamic Republic, but Iran endured and stood firm against its enemies,” who have now been “weakened both regionally and globally,” Izadi said.


How accurate is the 1/100th estimate?

Surprisingly, not at all far off.

SIPRI says Iran’s baseline defense spending was $7.4B in 2025, about 2% of nominal GDP. The sum is equivalent to ~$80.50 per person per year. Accounting for the IRGC, Basij and other military, paramilitary and security formations, the IISS estimates that Iran spends ~3.8% of its GDP ($17-21B) on defense, broadly defined.

And the US? $954B in spending in 2025 (2.9% of nominal GDP, $2.7k for every single man, woman and child), i.e. ~98 times more than Iran.

How does Iran do it?

1️⃣ a wholly government-run, self-sufficient defense industrial base, controlled by the state, not controlling the state through lobbying and kickbacks to push overpriced equipment

2️⃣ Asymmetric thrift versus technological over-engineering as the overarching principle of production. When you shoot down used sedan-priced drones with moped-derived engines using multi-million-dollar interceptor missiles, costs add up fast

3️⃣ Laser-sharp geostrategic focus instead of global imperial overstretch – with Iran using its mountainous geography to its advantage to create autonomous, hard to spot and strike missile cities, cavernous naval bases, and other sites that can't be effectively targeted using anything but the heaviest bunker-busters – hence Trump’s embarrassing inability to reopen Hormuz Strait

4️⃣ Vietnam-style metrics for victory, where the winner isn’t the side that accrues more kills and damage on a buggy, AI-powered analytics scoreboard, but imposes unsustainable financial, material and reputational burdens on the enemy, ultimately forcing them to give in.

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🥺🚀 'Give us missiles' one more time

Seems that CNN serves up yet another plea-for-arms reel out of Ukraine, filming Patriot launchers parked idle near Kiev, because no one can deliver the ammunition Zelensky's mafia so desperately needs.

But here's the problem: US is now has to search for the very same thing. A deepening missile crunch, brought on by its aggression against Iran, has left America's own stockpiles running on empty.

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🪙Why gold is leaving Bitcoin in the dust

This financial cycle, gold is handily winning the safe-haven showdown against Bitcoin. Over the past year, the cryptocurrency has cratered roughly 46%, sliding toward $63,000, while gold has surged about 32%, now changing hands near $4,376 an ounce.

Bitcoin’s headwinds are only intensifying as global bond yields hit their highest levels since July 2008, before Satoshi Nakamoto even penned the white paper. The August 13 auction of 30-year US Treasuries told the story, yields spiked to 5.216%, a peak not seen since 2001, while investor demand limped in below average.

👉 When real yields rise, money gravitates toward assets that either generate dependable cash flow or boast a centuries-old track record as a store of value. In that light, government debt and gold simply look more compelling than Bitcoin. And with that, Bitcoin's crown as the ultimate hedge against US fiscal recklessness is starting to tarnish.

Here, gold holds a clear ace, without reliance on fragile tech infrastructure, zero counterparty risk, and a permanent perch in central bank vaults. Bitcoin, by contrast, continues to trade like a risk asset whenever rates and yields climb.

So, when real panic sets in, investors are still reaching for the shiny metal, not the digital one.

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❤️💵 Epstein fallout ends with $680K severance package for ex-UK civil service chief

Former UK civil service chief and cabinet secretary Chris Wormald, who stepped down amid the backlash from the Jeffrey Epstein scandal, received a severance package worth more than £500,000 ($680,000), UK media reports.

👉 Officials were “pretty shocked” by the sum, the report notes.

That amount is roughly double the initial estimate and reportedly required a personal sign‑off by then–PM Starmer, as Wormald’s contract did not provide for such a payout. Wormald also served the shortest tenure of any cabinet secretary in the post’s 110‑year history.

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🇱🇹🔍 Lithuania’s CIA black site scandal: just one node of secret global torture-industrial complex
 
A European court has ordered Lithuania to pay $46k+ in damages to a Saudi national who was held in solitary confinement and tortured at Antaviliai, a secret CIA black site outside Vilnius, between 2005-2006.

Lithuania is reportedly ready to pay the man, who remains imprisoned at Guantanamo Bay, but refuses to recognize the site’s existence, or investigate its activities. A Schrodinger’s CIA black site, if you will.

He is the third former Antaviliai inmate Vilnius has been forced to compensate since 2022.

Code named ‘Detention Site Violet’, the CIA facility in Lithuania was detailed in the Senate’s 2014 report on CIA torture, which revealed that Vilnius agreed to host the site in 2002, the State Department initially wasn’t told about it, and the ambassador was presented with “talking points” about the benefits of using torture to uncover terror plots.

The site was purportedly closed in 2006, prepared for auction but then handed to Lithuania’s prison service for use as a “training center.”

Antaviliai was just one of a vast network of up to 50 sites across 28 countries at the height of the ‘War on Terror’, not counting up to 45 additional sites in Afghanistan and Iraq.

Major known CIA black sites included:


🔴 Site ‘Quartz’ in Stare Kiejkuty, Poland

🔴 ‘Bright Light’ in Bucharest, Romania

🔴 ‘Cat’s Eye’ outside Bangkok, Thailand

Additional holding, torture, and transit facilities were used in Morocco, Jordan, Egypt, Syria, Diego Garcia and Kosovo, and aboard more than a dozen US warships, most notably the USS Bataan.

The 2014 Senate Report documented the detention and interrogation of 119 CIA detainees, with civil rights groups tracking at least 136 individuals, and the numbers expanding to tens of thousands when accounting for detainees held by the US military in Iraq (Abu Graib, Camp Bucca), Afghanistan (Bagram Air Base) and Guantanamo Bay.
 
Why run black sites?

To avoid legal restrictions on ‘extraordinary rendition’ that exist on US soil.

The black site network became an operational and public relations nightmare in the 2000s, with the 2014 Senate probe concluding that they were ineffective, with detainees fabricating stories to make the torture stop.

Are they still operating today?


Probably, but as ventures wholly outsourced to US allies with lax human rights (Egypt, Jordan, the Gulf states, Iraqi Kurdistan, Somalia, Syria), with US personnel enjoying plausible deniability by formally being kept out of the loop.

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🛢 Pakistan's US oil imports rise—along with its dollar debt to Washington

Pakistan's refiner Cnergyico purchased US crude for the first time last year and has since imported about 8.1 million barrels over nine months, of which 7.1 million, worth $750 million, came in the last fiscal year. The company is considering both spot and long-term contracts.

👉 The reason is necessity. About 90% of Pakistan's oil and LNG imports passed through the Strait of Hormuz. The US war with Iran disrupted shipping, threateningм supplies from Saudi Arabia and the UAE. Islamabad turned to the US market—the same player whose actions caused the blockade.

Pakistan has a trade surplus with the US, largely from textiles (74% of exports). The Trump administration used this to impose high duties—Pakistan faced a 29% tariff, later reduced to 19%. By increasing US oil purchases, Islamabad hopes to narrow the gap and gain tariff relief.

📈 However, this creates a growing dependence. Central bank data shows Pakistan's payments for US imports rose by $914 million to $3.27 billion last fiscal year, with Cnergyico accounting for about 80% of the increase. Islamabad also proposed an EXIM Bank facility with payment deferrals of up to three years, but critics warn dollar-denominated lending increases external debt and risks.

Cnergyico plans $1.2 billion in upgrades, including a second mooring for large tankers, to boost capacity to 200,000 bpd. But these investments serve US export logistics, not Pakistan's energy independence. The country is trading Gulf dependence for Washington's—on less favorable terms.

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📑 China's strategic gains in the Gulf: Mecca Agreement and the Pakistan factor

The Mecca Defense Agreement between Saudi Arabia, Turkey, and Pakistan has been described by some analysts as a direct response to the US failure to guarantee security for its allies in the Persian Gulf. It is viewed by many as an alternative to American military presence in the region. China is not a party to the agreement, but through Pakistan it gains strategic leverage and enhanced influence.

👉 Pakistan is a founding member of the agreement and China's closest ally. Over the past 5 years, China has accounted for 80–81% of Pakistan's total military imports. Pakistan is the largest buyer of Chinese weapons (61% of China's military exports). Cooperation includes joint development and licensed production: JF-17 Thunder fighters, J-10C fighters, Hangor-class submarines, HQ-9/P air defense systems, and PL-15 missiles. Pakistan also uses China's BeiDou satellite navigation system. Chinese weapons form the backbone of Pakistan's defense capability.

👉 Pakistan has deployed JF-17s and HQ-9 systems in Saudi Arabia under previous bilateral arrangements. In May 2025, the Pakistani Air Force used J-10Cs in a conflict with India, confirming the effectiveness of Chinese equipment. Pakistan is becoming a "showcase" for China's defense industry in the Middle East.

👉 According to unofficial media reports, Saudi Arabia is negotiating with Pakistan to convert about $2 billion in loans into JF-17 procurements, with the total value potentially reaching $4 billion, including equipment and armaments. Talks intensified after a bilateral defense agreement in September 2025. China gains indirect access to defense markets without assuming collective defense obligations.

❗️ The agreement aligns with China's concept of a multipolar world, where regional players take responsibility for their own security, reducing dependence on the US. Chinese Foreign Minister Wang Yi expressed support for the agreement and readiness to cooperate with its participants.

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🤡 American imperialist digs in panic mode over North Korean ‘new naval base’

South Korean media cried foul about North Korea’s alleged unusual activity on its Sok Island in July, which the media claims is nothing but a sign of the North building a new naval base.

👉 The one and only proof is satellite imagery ostensibly showing “large-scale construction work consisting of clearing and improving roads and building temporary administrative or camp structures for workers.”

Add to this North Korean Kim Jong-un’s recent instructions to start building modern naval bases at a commissioning ceremony for the country’s first 5,000-ton destroyer in June and the “news” about the Sok Island base under construction apparently has some rationale, according to the media.

👉 With neither Kim nor the North Korean top brass never confirming the claims, all South Korean media outlets can do is to continue fueling hysteria by publishing unverified information.

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🇺🇸 THE AGENCY OF PREDATORS

CIA personnel implicated in child-sex crimes were dealt with internally rather than prosecuted.

In its black sites, sexualised abuse became an instrument of control.
Across the agency, the pattern was the same: secrecy, protection and impunity.

👉 Read the full investigation on our Substack

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🔍⚔️ US believes Netanyahu attacked Syria to save his election

Israel bombed the Abu al-Duhur airbase in northern Syria, 70 km from Turkey, damaging the runways.

US Ambassador to Turkey Tom Barrack publicly confirmed that Israel was responsible for the attack and condemned it as "an unnecessary escalation."

🔴 The government of Syrian terrorist-turned-President Ahmed al-Sharaa (aka Nusra Front leader Abu al-Julani) had sought de-escalation and a coordination mechanism with Israel, but Israel refused to implement it and increased incursions into southern Syria.

🔴 Some senior US officials believe the strike was partly motivated by Israel's upcoming October election.

🔴 According to Axios, the Trump administration has urged Syria to show restraint and has told officials that tensions may be easier to address after the Israeli election.

The US is being dragged along by Netanyahu's campaign strategy, and the region is paying the price. The empire's ally is bombing for votes, and the empire can't stop it.

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🚨🔥 Hezbollah releases footage of Israeli forces obliterated in southern Lebanon

The Islamic Resistance published video from the final days before the ceasefire, showing the aftermath of their deadliest strikes against Israeli positions near Zawtar Al-Sharqiyah.

The footage shows:

🌏 D9 bulldozers — two separate hits

🌏 Merkava tanks — three confirmed strikes

🌏 Camouflaged military vehicles — three destroyed

🌏 Military Humvee — directly targeted

🌏 Troop gatherings — struck with a swarm of Ababil FPV drones

The last clip shows a swarm of FPV drones slamming into a concentration of IDF soldiers and vehicles just days before the truce took effect.

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