Dipper

Leafs, Country Living, Travel, BBQ and so on....

[zerohedge @zerohedge]

SECOND US SCREWWORM CASE CONFIRMED IN TEXAS: USDA

[WarMonitor🇺🇦🇬🇧 @WarMonitor3]

US forces have just struck Iranian radar and drone installations on Geruk and Qeshm Island after Iran launch a salvo of drones at a vessel in the strait of Hormuz.

[Wood Mackenzie @WoodMackenzie]

The US has under-invested in high-voltage transmission infrastructure over the last decade. Faced with massive AI-fuelled load growth and long queues of generation looking to connect, grid operators across the country are planning expansions while seeking out near-term paths to scale. 

What are the risks and implications? Read #WMHorizons to find out: https://t.co/Q2nOkvPeDs

[WarMonitor🇺🇦🇬🇧 @WarMonitor3]

Leaked documents have proved Russia supplied 240 air to air missiles and 82 anti ship missiles to Iran disguised under existing defence contacts.

[Dipper @BotTheWrongDip]

@BlacklionCTA Guys just buy the dip

[John Solomon @jsolomonReports]

Iran has third-highest inflation rate in the world after Venezuela, North Korea, analysis shows https://t.co/0NBqU5HpzE

[Treasury Secretary Scott Bessent @SecScottBessent]

Iran’s economy is floundering and its military is decimated. Through Economic Fury, Treasury will continue to sever Iran’s shadow fleet, shadow banking networks, and access to global trade.

[Javier Blas @JavierBlas]

CHART OF THE DAY: The cost of the most important nitrogen fertilizer is back to pre-war levels in the US, benefiting from ample natural gas supply in America. Urea prices are sharply down too in Europe and Latin America, but remain elevated in most of Asia.

[Open Source Intel @Osint613]

Iran restored internet access, revealing footage of rescue operations at western Iranian tunnel sites struck by U.S. and Israeli forces. The tunnels were used to shelter missile launchers.

[zerohedge @zerohedge]

It's Looking More Upbeat For Labor Market After AI Boom https://t.co/MM1apfmU3p

[Canada Stats Hub @CanadaStatHub]

Breaking! StatsCan just realeased the May LFS and Canada unexpectedly added 87k jobs. We are back at the LFS and SEPH data (payroll) not making sense again. Will see what the April SEPH prints in a few weeks.

[Javier Blas @JavierBlas]

Of note: The cost of urea fertilizer in the US GoM (New Orleans benchmark) is down to pre-war levels of ~$470 per metric ton (down ~33% from a peak of ~$710 in mid-April).

Urea prices also sharply lower (30-40% down) in Latam and Europe, although still above pre-war levels.

[Javier Blas @JavierBlas]

More lessons learnt over ~100 days

[Javier Blas @JavierBlas]

COLUMN: Although the seasonal nat gas refill is going slowly, Europe is probably going to hoard enough of the commodity to avoid a 2022-style spike in gas and electricity prices, and thus avert any inflation scare.

@Opinion
https://t.co/9dS2BsDN67

[Javier Blas @JavierBlas]

MUST READ: 📑📊📈The US is far less vulnerable to an oil shock now, particularly from an economic activity / employment point of view (from @BostonFed economists). https://t.co/5eBqYIlHx3

[TankerTrackers.com, Inc. @TankerTrackers]

LENORE (9259367) fka DAVINA, is laden with 1.9 million barrels of Iranian crude oil. She departed Iran on 2026-03-23 (at which point she went offline from AIS) and spent the past six weeks hiding off of Galle, Sri Lanka. She loaded her oil cargo at Kharg Island on 2026-03-20.

LENORE's AIS is now back online as a result of today's interdiction. She has transported roughly 20 million barrels of Iranian oil since 2024 and was quickly placed under US OFAC sanctions on 2024-10-11.

Recent satellite image captured by @planet

[Dipper @BotTheWrongDip]

@WarMonitor3 Oh Well

[WarMonitor🇺🇦🇬🇧 @WarMonitor3]

Russia is considering lowering the countries working age to 12 and reopening Soviet works camps due to huge losses in the war in Ukraine.

Wow…

[Dipper @BotTheWrongDip]

@zerohedge lol

[zerohedge @zerohedge]

March jobs were revised up by 29,000, from +185,000 to +214,000, and April was revised up by 64,000, from +115,000 to +179,000. With these revisions, employment in March and April combined is 93,000 higher than previously reported.