Image depicts Bolivian trade unionists on strike in La Paz, Bolivia.
Long preamble/summary below of recent news events.
summary
The Iran ceasefire is grinding on. After a brief period over the weekend of heightened activity where it seemed that US strikes might be resuming, Trump announced a "Memorandum of Understanding" with Iran, which initially appeared to be an agreement along Iran's demands.
For those not following along with the diplomatic minutia, Iran's position for several weeks has been that the nuclear issue must be discussed separately - because, well, last time they started discussing the nuclear issue with the US, they got fucking bombed - and so have proposed a two-stage negotiation where the war is first officially ended with certain preconditions (e.g. the US has to end sanctions and unfreeze assets and presumably withdraw at least some military assets), and then the second stage will begin in which the nuclear issue is handled.
The reason why a deal has still not been signed after all this time is because the US disagrees with doing it this way, and wants the nuclear issue to be handled right away (and obviously also objects with things like Iran retaining control of the Strait). Therefore, Trump's announcement appeared to be him finally accepting reality, but it quickly became apparent that this was just another market manipulation. I'm definitely in the camp among several other analysts that believes another round of war is going to happen barring some very sudden circumstances (e.g. Trump being forced out of power one way or another, or Iran obtaining a nuke) because the US still seems agreement-incapable. And in Lebanon, consternation for the Zionists against Hezbollah's attacks continues as the FPV drone threat only continues to increase despite them desperately seeking countermeasures.
As I've been perhaps too focussed on Iran lately, here's a brief roundup of big news events from the last month or so.
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Orban losing power: Pretty cool, though his replacement being Neoliberal #2980329891 means that big changes seem unlikely.
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Strikes in Bolivia against that dipshit Paz: Very nice to see, as it appears that Bolivia has among the best widespread on-the-ground popular support for worker-centric policies and politicians in Latin America that makes it so they can genuinely pressure power (already, the Labor Minister has resigned).
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Situation in the Sahel: "Mysterious" third parties sponsored a big offensive against the AES which they largely repelled with help from Russia. The situation there is still a little tenuous as I understand it with a greater focus by anti-government forces on blockades of cities to cause internal revolts. This tactic is currently broadly failing as armed convoys are getting fuel and food into the cities, but figures like Traore are aware that more needs to be done.
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Ukraine War: Aside from the usual grinding advance by Russia on the front, there have been back-and-forth missile and drone strikes as Ukraine hit some targets in the outskirts of Moscow with drones and then Russia fired a shitload of missiles, including the iconic Oreshnik, directly at Kiev, as Simplicius and others have covered in greater detail.
I could go on and on with the recent aggressions against Cuba, Modi's recent victories in India and the AI/chip tech war between China and the US but this preamble has to end at some point due to the character limit.
Last week's thread is here.
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The bulletins site is here. Currently not used.
The RSS feed is here. Also currently not used.
The Zionist Entity's Genocide of Palestine
Sources on the fighting in Palestine against the temporary Zionist entity. In general, CW for footage of battles, explosions, dead people, and so on:
UNRWA reports on the Zionists' destruction and siege of Gaza and the West Bank.
English-language Palestinian Marxist-Leninist twitter account. Alt here.
English-language twitter account that collates news.
Arab-language twitter account with videos and images of fighting.
English-language (with some Arab retweets) Twitter account based in Lebanon. - Telegram is @IbnRiad.
English-language Palestinian Twitter account which reports on news from the Resistance Axis. - Telegram is @EyesOnSouth.
English-language Twitter account in the same group as the previous two. - Telegram here.
Mirrors of Telegram channels that have been erased by Zionist censorship.
Russia-Ukraine Conflict
Examples of Ukrainian Nazis and fascists
Examples of racism/euro-centrism during the Russia-Ukraine conflict
Sources:
Defense Politics Asia's youtube channel and their map. Their youtube channel has substantially diminished in quality but the map is still useful.
Moon of Alabama, which tends to have interesting analysis. Avoid the comment section.
Understanding War and the Saker: reactionary sources that have occasional insights on the war.
Alexander Mercouris, who does daily videos on the conflict. While he is a reactionary and surrounds himself with likeminded people, his daily update videos are relatively brainworm-free and good if you don't want to follow Russian telegram channels to get news. He also co-hosts The Duran, which is more explicitly conservative, racist, sexist, transphobic, anti-communist, etc when guests are invited on, but is just about tolerable when it's just the two of them if you want a little more analysis.
Simplicius, who publishes on Substack. Like others, his political analysis should be soundly ignored, but his knowledge of weaponry and military strategy is generally quite good.
On the ground: Patrick Lancaster, an independent and very good journalist reporting in the warzone on the separatists' side.
Unedited videos of Russian/Ukrainian press conferences and speeches.
Pro-Russian Telegram Channels:
Again, CW for anti-LGBT and racist, sexist, etc speech, as well as combat footage.
https://t.me/aleksandr_skif ~ DPR's former Defense Minister and Colonel in the DPR's forces. Russian language.
https://t.me/Slavyangrad ~ A few different pro-Russian people gather frequent content for this channel (~100 posts per day), some socialist, but all socially reactionary. If you can only tolerate using one Russian telegram channel, I would recommend this one.
https://t.me/s/levigodman ~ Does daily update posts.
https://t.me/patricklancasternewstoday ~ Patrick Lancaster's telegram channel.
https://t.me/gonzowarr ~ A big Russian commentator.
https://t.me/rybar ~ One of, if not the, biggest Russian telegram channels focussing on the war out there. Actually quite balanced, maybe even pessimistic about Russia. Produces interesting and useful maps.
https://t.me/epoddubny ~ Russian language.
https://t.me/boris_rozhin ~ Russian language.
https://t.me/mod_russia_en ~ Russian Ministry of Defense. Does daily, if rather bland updates on the number of Ukrainians killed, etc. The figures appear to be approximately accurate; if you want, reduce all numbers by 25% as a 'propaganda tax', if you don't believe them. Does not cover everything, for obvious reasons, and virtually never details Russian losses.
https://t.me/UkraineHumanRightsAbuses ~ Pro-Russian, documents abuses that Ukraine commits.
Pro-Ukraine Telegram Channels:
Almost every Western media outlet.
https://discord.gg/projectowl ~ Pro-Ukrainian OSINT Discord.
https://t.me/ice_inii ~ Alleged Ukrainian account with a rather cynical take on the entire thing.
Oil News: traders are betting big that a deal is going to be signed.
Which means that oil is getting cheaper quickly, meaning that “demand destruction” for oil has been turned off.
Meanwhile actually available oil stocks are one or two weeks away from “operational stress” levels, perhaps 2 or at most 3 months away from “extreme crisis” levels, and we still don’t have a full picture of how bad the infrastructure damage in the middle east is.
In other words, just as the world is actually starting to run out of oil, demand for oil is being stimulated.
If I were a member of the parasitic investor class while still understanding dialectics, aside from wanting to hang myself I would be strongly betting on the fact that Bibi is going to find a way to scupper this cease-fire and I would be viewing this sell-off as an opportunity to go long on oil futures.
OilPrice - Oil Prices Suffer Biggest Weekly Collapse in Two Months
OilPrice - Ceasefire Talks Trigger Massive Selloff in Crude Futures
OilPrice - Supermajor Warns Oil Prices Could Hit $160 Within Weeks
That’s goldman sachs saying we at about 10% of buffer away from “operational stress”… Given the rate at which the buffer has been declining that gives us a week? Maybe two.
Even assuming a cease-fire is signed today, those container ships will take one or two months to reach port.
Also, China has been buying a lot less crude in the past ~40 days, relying on their big crude oil reserves. This removed a lot of buying pressure from the market. At these prices, they will probably start buying again, drawing down the reserves quicker.
If I had money and wanted to bet on this how would I do that. My bet would be that a deal is not signed in the next couple of weeks and the oil crisis continues to get worse
I would also like to know
I bought calls on dbo. Dunno how well that tracks. It's an index of oil futures. I'm not an investor I'm a gambler don't take my advice.
I'll be watching your career with great (strictly vicarious) interest.
i guess either oil ETF or oil CFD if youre in europe
i think in the US they have options too but idk how those work
when everyone has to start waiting in long lines to buy gas shit is going to get wild
when the lack of urea means everyone in a country with a GDP per capita lower than greece has to wait in bread lines…
We'll just make urea the traditional way -- squeezing it out of the balls
all on black
red has been coming up a lot lately
https://www.youtube.com/watch?v=awcx-gTQDLM
Passenger 57 is one of my favorite stupid action movies. It's awesome.
I found a YouTube link in your comment. Here are links to the same video on alternative frontends that protect your privacy:
5d chess: feign deals so investors increase demand / drain which also increases pressure on the US to concede for a deal. It's perfect because it capitalizes on dynamics that Trump and investors set in motion and seemingly can't reverse or escape from (without making things a great deal worse).