K9

Fish Slayer, Number Cruncher, Practitioner of Legilimens.

[DNI Tulsi Gabbard @DNIGabbard]

Today, I’m releasing never before seen intelligence revealing new evidence of past US government funding for more than 120 biolabs in over 30 countries, including Ukraine.

In support of President Trump‘s Executive Order to end federal funding of dangerous gain of function research around the world, and increase transparency and accountability, ODNI will continue working with partners across the Administration to identify where these labs are, what pathogens they contain, and what “research” is being conducted.

https://t.co/pLMD0krc69

[Echoes of War @EchoesofWarYT]

On June 13, 1777, a 19-year-old French teenager landed on a beach in South Carolina, uninvited, to fight in someone else's war. He would become one of the most important men in American history.

The Marquis de Lafayette was one of the richest young aristocrats in France. He had a beautiful wife, a fortune, and zero reason to risk any of it. But he believed in the American cause so fiercely that when the French king forbade him from going, Lafayette bought his own ship and sailed anyway. He literally went AWOL from a life of luxury to bleed for a country that didn't exist yet.

Congress was annoyed at first. Another foreign officer looking for a paycheck? Then Lafayette offered to serve for free and pay his own way. That got their attention.

He met Washington and the two formed one of the great father-son bonds in American history. Washington had no biological children. Lafayette named his only son George Washington Lafayette.

He took a bullet in the leg at Brandywine and kept rallying the retreat. He was instrumental at Yorktown, the battle that won the war. He went home a hero on two continents.

A foreign teenager believed in America before America did. 249 years ago today.

[Mikhaila Peterson @MikhailaFuller]

Time to bring back public hangings.

[AG @AGHamilton29]

The data is even more revealing when you remove suicides.

In 2024, America had 15,364 gun homicides.

The same year, Europe had around 62,700 deaths from summer heat.

America had ~2000.

That's a policy choice.

[Cernovich @Cernovich]

Do you understand, finally, what is happening?

[Daunte Culpepper @dculpepperQB]

The response by you guys on the Get Your Roll On Bobblehead has been so great and appreciate it!

Want to do a giveaway for a signed jersey. simply reshare this post and make sure you're following me.

Get your Bobblehead here: https://t.co/GhJtJvnf3t

[Phil Labonte 🇺🇸 @philthatremains]

“if you don’t make laws based on race, it’s racism”

[Rand Paul @RandPaul]

I've said it from the beginning: lying to Congress is a felony. Destroying federal records is a felony. Advising others to destroy federal records is a felony. Fauci did all three. His adviser was just indicted. Fauci is next. The deadline to prosecute Fauci is May 11. The DOJ must act now.

https://t.co/WSX64mF5rw

[Breitbart News @BreitbartNews]

49% of Virginians voted against a Democrat redistricting plan tonight.

49% of the state will soon have only 9% of the state's representation in Congress.

[US Oil & Gas Association @US_OGA]

Good evening from the Coconut Tree
@KamalaHarris

Ma’am, (can we call you Ma'am?) we’ll keep this factual and review your actual record, not your reboot.

As a U.S. Senator (2017-2021), you were an original cosponsor of the Green New Deal resolution (S.Res. 59).

It directed the US to “divest from fossil fuels,” phase out oil, gas, and coal production and remake the entire economy around subsidized green mandates.

Your 2020 campaign was shorter than a Garden Gnome but managed to work in these gems:

You told the CNN town hall:

“There’s no question I’m in favor of banning fracking.”

On Jimmy Fallon’s Tonight Show:

“We will end fracking once and for all” while committing to the Green New Deal.

Your $10 trillion climate plan called for no new fossil fuel leases on federal lands, phasing out all oil & gas (even if renewables weren’t ready), a carbon fee, and doubling U.S. payments to the UN Green Climate Fund.

Before that, as California Attorney General (2011-2017), you built a reputation suing our industry.

The lawfare you pursued laid the foundation for the collapse of the California refining industry we are witnessing right now

You even sued the Obama-Biden administration to block new offshore permits off California’s coast.

Remember 2022?

As VP, national gas prices hit $5+/gallon (over $6 in parts of CA).

You told Americans those record prices were “a price to pay for democracy” for Ukraine.

But apparently the freedom of millions of Irainian citizens are not worth $3.97 a gallon now?

That seems - I don't know - selective?

Bottom line.

California still pays the nation’s highest gas prices — thanks to the taxes, mandates, and anti-production policies you championed for years.

Flying cross country (made possible by jet fuel) to North Carolina to make a video isn't going to change that.

And those are the facts - unburdened by what has been.

[Libs of TikTok @libsoftiktok]

BREAKING: Colorado House Democrats just passed a bill allowing people to SUE mental health counselors if they try to correct someone's gender identity delusions.

They literally want to punish people for telling the TRUTH

[Blake Neff @BlakeSNeff]

Colorado is requiring all lawyers in the state to swear under penalty of perjury not to collaborate with the federal government in enforcing immigration law.

This is an actual revolt against federal authority and should be treated accordingly.

[arctotherium @arctotherium42]

I forgot just how insane the NYP Hunter Biden laptop story censorship was; it wasn't just suppressed you couldn't even send DMs about it on Facebook and the New York Post itself was banned from Twitter for posting a link to their own, true story.

[10Δ @_10delta_]

3 weeks ago I argued the US goal in Iran is to seize the global oil spigot. Venezuela in January -> Iran in February.

Neutralize every supply channel outside the dollar system within 90 days. Achieve a compliant successor government and complete energy dominance.

The oil thesis was the obvious layer. However, when you zoom out & view the last four years as a single sequence rather than isolated geopolitical events, the architecture of the grander US plan becomes visible.

1st was Europe, which laid the groundwork.

The Ukraine conflict provided the justification for sanctions that collapsed Russian pipeline gas from 150 billion cubic meters to 40.

Then Nordstream was destroyed, which rewired the entire European energy system permanently. The US went from supplying 28% of Europe's LNG in 2021 to 58% by 2025, exporting a record 111 million MTs, the 1st country in history to break 100 MT.

Europe was transformed from a customer with options into a captive market now purchasing its survival in USD.

2nd was Syria.

The fall of Assad severed the critical node connecting China's Belt & Road Initiative to the Mediterranean.

The trilateral railway linking Iran, Iraq & Syria, designed to bypass Western maritime chokepoints, was completely destroyed.

This isolated Iran geographically & cleared the path for what came next.

3rd was Venezuela.

In January the US effectively took control of the world's largest heavy crude reserves. The US Gulf Coast has the most advanced refining complex on earth, specifically built for heavy sour crude. Phillips 66, Valero & the rest are now positioned to process hundreds of thousands of barrels of Venezuelan crude daily.

The US captured a massive strategic reserve & solidified its position as the dominant exporter of refined petroleum products, an industry worth $110 billion in 2025 alone.

Venezuela & Iran were the two major oil supply channels that existed outside the dollar system. Both produce heavy crude sold primarily to China & evaded US financial supervision. Both now being neutralized within 90 days, which leads us to..

4th is Iran & the Middle East energy shock.

Israel struck Iran's South Pars gas field, the world's largest natural gas reservoir. Iran retaliated against Qatar's Ras Laffan, the single largest LNG facility on earth, responsible for a fifth of global supply. QatarEnergy's own assessment is that 17% of export capacity is gone and recovery will take up to 5 years. The Strait of Hormuz is closed. European gas prices spiked 70%. Asian spot prices doubled.

The only remaining scaled supplier? The United States.

If Iran falls & a successor government is installed that the US controls or influences (the Delcy model described weeks ago) then roughly 40 to 45 million barrels per day of global production out of 103 million is effectively under US control. OPEC becomes irrelevant because the US coalition is now the marginal producer. Now add the gas dimension & it goes beyond oil.

This war is solidifying the petrodollar system as it evolves into a hybrid petro/LNG-dollar. The old system was built on Saudi crude priced in USD. The new system is built on American crude plus American gas from the Gulf Coast, with no alternative supplier of comparable scale. The dependency is deeper because LNG infrastructure requires long term contracts & regasification terminals that lock buyers into supply relationships for decades. Europe & the Pacific allies (Japan, South Korea, Taiwan, etc.) cannot pivot away as there is nowhere left to pivot to. They're now locked into the US energy system.

The market confirms this. DXY went from 96 to 101. Gold down ~20% from its January all time high. Bitcoin down 20% on the year. Brent above $100. European & Asian institutions are liquidating precious metals and crypto to buy dollars because they need dollars to buy the only remaining scaled energy supply. The world is selling its gold to buy American energy in American currency. The dollar is now being weaponized through energy dependency.

The structural repricing is happening regardless of how the conflict resolves.

But the US grand strategy goes deeper..

Artificial intelligence is a physical industry. It runs on power and chips. Data centers require massive uninterrupted baseload electricity, primarily provided by natural gas. Semiconductor fabrication requires helium & rare earths.

By choking the Strait of Hormuz & crippling Middle Eastern LNG & helium production, the US is systematically degrading China's ability to power its data centers & fabricate semiconductors at scale.

The US is energy self sufficient, especially with newly captured Venezuelan reserves & expanding Gulf Coast capacity running on domestic gas.

On the other hand, China is import dependent & every joule it imports effectively now transits chokepoints the US Navy controls..

Iran was the Belt & Road's overland energy bypass, the corridor that allowed China to mitigate the Malacca Trap. With Iran neutralized that corridor is severed. China faces a world where its compute infrastructure competes for scraps on a depleted global LNG market, while American data centers run at full capacity on domestic energy.

Russia is next in the sequence. A post-war Iran reopening under US influence competes directly with Russia for the same refineries in China & India at lower cost. Iran's production costs are lower. Russia loses its last structural advantage in heavy crude & its economic lifeline. Additionally, under the Iran war cover, Ukraine has been opportunistically destroying Russian energy infrastructure & all signs point towards Russia being at the end of the line. The message from Washington becomes very simple: we dismantled two regimes in three months, your economy is about to get crushed, sign the Ukraine deal.

Then Trump sits down with Xi holding every card. Complete energy dominance. The hybrid petro/LNG-dollar fortified, Iran cleared, Russia cornered, & China facing the Malacca Trap fully closed with no remaining energy bypass.

Israel & the GCC are absorbing the kinetic cost of a conflict whose primary beneficiary, counter to the mainstream narrative, is actually America (First). Qatar offline for 5 years reprices the entire global gas market in favor of US exporters for the remainder of the decade. The Gulf states face years of rebuilding. Europe faces its 2nd energy crisis in four years.

Sure, the average American might face temporary moderate inflation & higher gas prices. But if you are the architect of the US empire & you view the rise of China & Chinese ASI as an existential winner takes all scenario, the collateral damage is acceptable cost.

Whoever controls the energy corridors controls the monetary system. Whoever controls the monetary system & the energy supply simultaneously controls the compute infrastructure that determines which civilization builds ASI first.

The US is seizing all 3.

[Wall Street Mav @WallStreetMav]

New York Gov Kathy Hochul:

2022: [to Republicans] "jump on a bus and head down to Florida, you don't represent our values, you are not New Yorkers."

2026: "maybe the first step is to go down to Palm Beach and see who you can bring back home, our tax base has been eroded."

🤣

[Jonathan Cohler @cohler]

As promised, the climate science obliteration has arrived TODAY.

The IPCC's central claims have now been torn apart.

The oceans are not “warming” let alone “boiling.” That claim is false.

The claimed Earth Energy Imbalance is false. It's no different from zero.

Full demolition:

Cohler et al. (2026)
IPCC's Earth Energy Imbalance Assessment is Based on Physically Invalid Argo-Float-Based Estimates of Global Ocean Heat Content
https://t.co/s4JzeAQGyP

Press Release:
https://t.co/nhofkX1Rxj

Easy-to-Read Summary:
https://t.co/gZI0p1GopP

[Mike Netter @nettermike]

Valero just paid a $1.1 billion breakup fee to leave California.

When a company is willing to absorb a billion-dollar write-down just to exit a market, that’s not a routine business decision. It’s a signal that the operating environment no longer works.

Valero is shutting down its Benicia refinery by April 2026 rather than continue operating under California’s current regulatory and economic framework.

That facility processes roughly 145,000 barrels per day, about 8.6% of California’s gasoline supply. Around 400 jobs are lost. Local tax revenue takes a direct hit.

With Phillips 66 also exiting, nearly 10% of California’s in-state refining capacity is coming offline in a short window.

The analysts are already modeling the consequences.

Economists at University of California, Davis estimate a $1.20 per gallon increase by summer 2026. Translation: your usual 15 gallon fill up goes from $70 to $95+.

Fun.

Stanford Energy also warns that removing this much capacity materially increases the risk of severe supply disruptions and extreme price spikes.

Here’s the core issue:

We are taking essential energy infrastructure offline while demand is still growing.

AI data centers, electrification, and industrial reshoring are increasing energy intensity, not reducing it. The idea that demand is about to disappear is a fantasy.

When supply is forced offline in a high-demand system, the outcome is not transition. It is volatility.

And consumers ultimately pay the difference.

[SleeperNFL @SleeperNFL]

Sam Darnold. Super Bowl champion.

[Kevin Seifert @SeifertESPN]

"As long as you believe in yourself, anything's possible."

-- Sam Darnold, Super Bowl champion

[Tyler Dunne @TyDunne]

We'll have more on Sam Darnold's odyssey tomorrow AM at Go Long, but wanted to share this from #Vikings great Harrison Smith. He saw it all firsthand.

His words apply to anything in life.

“The reality is, you can learn from experience. You don’t have to just fail all the time. Everyone acts like you’re either the worst or you’re the GOAT. All the dumbass shit that people just come up with. They haven’t spent their professional life committed to improving — that’s going to take failure, that’s going to take times where you get beat. And then people drag you because you aren’t the greatest every play. Whoever everyone says is the GOAT -- Tom Brady, Michael Jordan, Tiger Woods -- they all get beat and they all can get embarrassed. It’s just we don't watch those clips.

“They were the best because they found ways to improve and use those as fuel. But that's not sexy. That's not sexy for us to watch a highlight video or a lowlight video of people just losing and then how they improve upon it. And I think Sam is a good example of a guy that just goes to work and he doesn't make too big of a deal of anything."