Monday, September 14, 2026

Stress Before Snapping

 Somewhat Tense,


  Are we at "peak copper"? Military use takes precedence, you know.  The Honest Sorcerer, The Era of Material Scarcity Has Arrived
Copper is critical to AI, defense, electrification and grid expansion—yet supply is failing to catch up with demand, despite an unprecedented rise in the red metal’s price. A global physical shortage of copper is taking shape before our eyes and it won’t ease anytime soon.​ 
​  Tariff and prices—as usual—are just noise compared to a now decade long rise in copper’s production costs. Over the past 12 months the price producers ask for copper has jumped by 25%—or by a whopping 150% since the summer of 2016—driven by higher energy and input costs and declining resource quality.​.. The real problem lies in going after ores with an ever worsening metal content, while trying hard not to go bankrupt doing so.​..
​..We haven’t made a large, close-to-surface, easy-to-mine discovery since the 1990’s—and what we have found since then lies in ever smaller more deeply buried pockets, containing low-grade ores. New copper projects, as a result, are becoming more expensive and more complex, suffering from longer and longer delays and cost overruns.​..
​..So, while in the first quarter of the 21st century more copper was mined than in the entire history of humanity, this was a one-time boom based on huge deposits mined to exhaustion.​..
..Some of the material cannot be collected, or is simply not economic to recycle. Think: copper used in fungicides (sprayed on crops), thin copper wires in holiday lights, internet and telephone cables, small chargers and building wires featuring very thin copper strands heavily bound in protective sheathing. Not to mention copper in printed circuit boards, cars, consumer goods, household appliances, A/C units, old TV sets etc. where this valuable metal is buried deep inside complex physical assemblies, with mountains of plastic molded around them. Hence the 50-60% recycling rate... Recycling, while playing an important role in cushioning the blow from peak mine production, will not save us from the coming copper crunch​...
..Weapons manufacturing and the AI build-out, however, also demands a larger and larger share of the now physically constrained supply, leading to a “competition for critical minerals between energy transition and military applications.”Instead of an energy transition, which never was, we will thus see a mad scramble for mineral resources—including copper—with security becoming the primary motivation...
..Mined copper production is unlikely to exceed 23-24 million tons by 2030, leaving us with a serious math problem—a supply hole of ~2 million tonnes, capable of swallowing the entire AI industry as a whole...
..Since military use means strategic metals literally going up in smoke, as Kurt Cobb put it, that leaves less than zero chance for the future use of these minerals—not to mention the metals in infrastructure these explosives hit—further reducing the pool of material available for recycling
​..The world economy is entering an era of growing scarcity. Not only when it comes to copper, which is essential to everything electric and cannot be easily substituted, but also diesel fuel, fertilizer, sulfur, helium, and in a few months time: food.​..
​..War and geopolitics act as an accelerator here, pushing the world far faster and far deeper into disarray than it otherwise would be the case. Viewed from a higher perspective the US-Iran war was thus never really about Iran but Asia—and especially China. By limiting oil supplies to the region (which used to source 80% of its petroleum imports from the Persian Gulf) the US has managed to throw Chinese domestic consumption growth into reverse, and imposed a considerable cost increase on Chinese manufacturing—squeezing profit margins there, as well as putting a strain on Chinese banks financing these activities. It also reduced South-East Asian growth rates by imposing much higher fuel costs on the region, and increased US political leverage by becoming these nations’ biggest LNG and LPG supplier. Last but not least, the lasting impacts of this war has reduced Asia’s future critical mineral demand growth potential.​  https://thehonestsorcerer.substack.com/p/the-era-of-material-scarcity-has 

  ​Industrial copper production and consumption details: The US Copper Industry Needs a Strategy, Not a Contradiction
Copper underpins everything from energy grids to EVs and home wiring, yet U.S. copper policy remains fragmented. It needs a long-term, strategic approach to close a growing supply and demand gap.​   https://www.wri.org/insights/us-copper-industry-needs-strategy-not-contradiction

​Simplicius, Ansar Allah Forces Launch Lightning Campaign to Change Region Calculus   https://simplicius76.substack.com/p/ansar-allah-forces-launch-lightning

  Colorful Pepe Escobar, Yemen Rocks the Gate of Tears- Ansarallah now has the luxury of installing a toll gate, arguably multi-layered, in the Bab al-Mandab, if they want it.
​  The overall collapse of the Saudi mercenary gangs in Yemen is so swift that even Epstein Syndicate mainstream media has been forced to acknowledge it. The Ansarallah Rolling Thunder is seizing cities; islands; capturing thousands of thugs; liberating all prisoners – and granting them amnesty; taking control of an untold number of US tanks and weapons – Afghanistan reloaded; and being greeted as liberators of Yemeni land across the whole tribal spectrum.And of course Ansarallah from now on, officially, has taken full control (italics mine) of the mega-strategic Bab al-Mandab, or “Gate of Tears”​. .​..The intel behind the Ansarallah Rolling Thunder – described as the largest mass-capture operation in modern warfare – was carefully coordinated with the IRGC. The Axis of Resistance was fully aware that after devastating Iranian attacks on the Jordan bases, the US was strangled in its capacity to help the Saudis prevent a Yemeni onslaught.​..
​..Unflapabble spokesman of Yemeni Armed Forces, Brigadier Yahya Saree – who I had the honor to meet last year in Yemen – confirmed that Made in Yemen surface-to-air missiles forced Saudis and mercenaries to abandon the base in Taiz, one of those specifically designed to harass Yemen.
​  Taiz is key: one of Yemen’s largest cities. Ansarallah is now in full control – a massive strategic asset.
​  As strategic assets go, few compare to Mayun island – also knows as Perim, smack in the middle of the Bab al-Mandab. There’s a military airfield and a military base built by the UAE with Israeli cooperation, crammed with high-tech weapons. All that is now Ansarallah property.
​  And onslaught it was, along the entire Yemeni western coast: from Hays to Al-Khokha and Al-Mokha via Al-Wazi’iyah, including the military camps of Khaled and Jabal al-Nar, plus Red Sea islands.​..
..Now couple it with the Big Bang: the coordinated multiple strike on the Abqaiq-to-Yanbu pipeline, the last remaining route for Saudi oil exports after the blockade of the Strait of Hormuz, a massive 100 km black smoke column rising to the desert sky captured on Sentinel-3 satellite imagery.
​  Consequences: expect production costs for nitrogen fertilizer plants from Europe to Asia to go totally out of control. Wheat, rice and maize yields are certified to fall, drastically, in tandem with skyrocketing diesel prices. Irrigation and harvesting will become a privilege for the wealthy.
​   https://strategic-culture.su/news/2026/09/11/yemen-rocks-the-gate-of-tears/

Satellite Imagery Shows Heavy Damage to Saudi East–West Oil Pipeline Pumping Stations​   https://www.thedefensenews.com/Satellite-Imagery-Shows-Heavy-Damage-to-Saudi-EastWest-Oil-Pipeline-Pumping-Stations/

​  Saudi Arabia’s East-West Pipeline is Shut: Why Does It Matter?
The 1,200-kilometer East-West Pipeline can carry up to seven million barrels of crude per day from eastern Saudi Arabia to the Red Sea.
Its importance has increased sharply as the Iran war disrupted shipping through the Strait of Hormuz.
Its Red Sea outlet now faces separate pressure as Ansarallah advances to Bab al-Mandeb and threatens Saudi shipping.​    
https://www.palestinechronicle.com/saudi-arabias-east-west-pipeline-is-shut-why-does-it-matter/

Supertanker Explodes After Hitting Mine, IRGC Says, & Asserts 'Strait Of Hormuz Is Closed'​   https://www.zerohedge.com/geopolitical/houthis-unleash-major-missile-barrage-saudi-arabias-sprawling-king-khalid-air-base

​  Martin Armstrong, Saudi Oil Production Collapses – This Is How the War Screws Everyone
Saudi Arabia just reported something that should scare the hell out of anyone who understands how the Middle East actually functions. According to Bloomberg, Riyadh told OPEC that crude production collapsed by 1.9 million barrels per day in August to just 6.238 million barrels per day, the lowest Saudi production since 1990 and even below the wartime low reached earlier this year. Saudi exports have reportedly fallen to around 3.1 million barrels per day, the lowest in more than a decade. This is not because the Saudis suddenly decided to tighten the market to make a few extra dollars. The war with Iran and renewed Houthi threats have disrupted the export routes that keep the entire Saudi financial system alive...
​..Saudi Arabia can have all the oil beneath the ground it wants. If it cannot pump it, ship it, insure the tankers, and deliver it to customers, that oil does not pay the bills. Saudi Arabia already recorded a budget deficit of 125.7 billion riyals, roughly $33.5 billion, in the first quarter of 2026 alone. That was nearly as large as the $44 billion deficit the government had projected for the entire year.​..
..Saudi Arabia is not alone. The fiscal systems throughout the Gulf were constructed during an era when oil revenue could finance enormous government expenditures, subsidies, public employment, infrastructure, defense, and social programs. These governments have attempted to diversify, but oil still provides the financial foundation supporting the transformation.​..
​..Saudi Arabia spent years building the East-West pipeline so crude could be moved to Yanbu on the Red Sea and bypass Hormuz, but now the Houthi threat has demonstrated that the western route is not immune either. When both sides of the Arabian Peninsula become geopolitical choke points, Saudi Arabia has a problem that no central bank can solve by changing interest rates.​..
​..Diesel rises and the farmer pays more to operate machinery. The trucking company pays more to deliver food. The container ship pays more to cross the ocean. Airlines increase fares. Manufacturers pay more for raw materials and transportation. Those costs eventually reach the consumer.
​  Then comes the second wave that almost nobody talks about: sovereign debt. Higher energy prices feed inflation. Inflation prevents central banks from aggressively cutting interest rates. Higher rates increase government debt-service costs. Governments already buried beneath debt must then borrow even more merely to service what they previously borrowed. Europe is especially vulnerable because it deliberately destroyed much of its cheap energy structure in the name of climate ideology and then sanctioned Russia without having a viable replacement.​..
..There is no free war. Saudi Arabia pumping the least oil since 1990 is not merely a Saudi story. It is a warning that the financial arteries of the Middle East are being squeezed at precisely the moment the sovereign debt crisis is accelerating worldwide. If oil-producing governments lose revenue, they borrow more. If oil-importing governments face higher prices, they subsidize more and borrow more. The producer gets fucked by falling volume while the consumer gets screwed by rising prices.​   https://www.armstrongeconomics.com/world-news/sovereign-debt-crisis/saudi-oil-production-collapses-this-is-how-the-war-screws-everyone/

  At what point does it become the banks that have a problem? Houthis Unleash Major Missile Barrage On Saudi Arabia's Sprawling King Khalid Air Base
Houthis seized more Red Sea territory, including Perim Island near the Bab al-Mandab Strait.
​  Shipping risks are rising, with vessels avoiding the Red Sea and taking longer routes around Africa.
Iran-Gulf diplomacy was postponed
, delaying efforts to address the Strait of Hormuz crisis in what was to be a rare GCC-Iran meeting.
​  Saudi oil exports face ongoing disruption after a pipeline shutdown, pushing oil prices above $100/barrel.​   
https://www.zerohedge.com/geopolitical/houthis-unleash-major-missile-barrage-saudi-arabias-sprawling-king-khalid-air-base

Tehran Says US Seeks Step-by-Step Agreement After Trump Claims 'Iran Wants To Make A Deal'​   https://www.zerohedge.com/geopolitical/houthis-unleash-major-missile-barrage-saudi-arabias-sprawling-king-khalid-air-base

​  Gold & Geopolitics,Daily digest: 2026-09-14
Saudi Arabia's East-West pipeline is now confirmed burned out end-to-end on high-res imagery, with Reuters reporting Yanbu has days - not weeks - of export stock left, and the Gulf-Iran Hormuz meeting that was supposed to fix the strait got postponed before it started. Meanwhile the frontier AI labs' "slow down" call detonated across Asian markets overnight: KOSPI -3.1%, Nikkei -2%, SoftBank -10%, and a Fed that markets now expect to hike on Wednesday.​..
​..Repair-time claims diverge and are worth holding separately: >1 month (IranObserver0), 5–6 weeks per Reuters sources with a second source suggesting faster partial pumping (shanaka86), and "double whatever Saudi says" given how long the Jizan repair took (DarioCpx).​..
​..Hormuz: Saudi amendments kill the Monday meeting; Iran fires ASBMs at an escorted UAE tanker​ - Barak Ravid reported Saudi Arabia submitted amendments to the Omani-Iranian proposal over concern about establishing a new status quo - read as the proximate cause of the collapse (MenchOsint). 
​  Before the postponement, the plan had Gulf diplomats and Iranian officials negotiating a reopening framework with Washington absent, Iran demanding compliance with the June Islamabad memorandum, and a routing system placing the Gulf entry lane inside Iranian territorial waters (HormuzReport). 
​  Per IRIB, Iran struck a UAE-owned tanker with anti-ship ballistic missiles inside the US-backed southern Omani corridor, under US escort - vessel drifting and leaking (OilHeadlineNews, Mark4XX)​...
..Energy Secretary Wright told the IAEA conference the US will end Iran's nuclear programme "one way or another" (zerohedge)...
​..Yemen: Ansarallah takes the heights over Bab al-Mandab; King Khalid Air Base hit with "dozens" of missiles- Ansarallah announced targeting King Khalid Air Base at Khamis Mushait - hangars, radars, runways, ammunition depots (MenchOsint), framed as retaliation for more than 300 Saudi airstrikes in five days with a warning of larger strikes (MilitarySummary).​..
..Saudi Aramco's Abha fuel depot destroyed - at least six storage tanks gone on Sep 13 imagery (SoarAtlas)...
​..Human cost, which is getting buried under the oil chart: Saudi-backed forces themselves report 500+ killed and 1,500 wounded in the recent West Coast clashes (ME_Observer_). Ansarallah's spokesman counts 58 Saudi airstrikes in 24 hours across Taiz, Lahij, Al-Jawf, Hajjah, Al-Bayda and Saada, flown by F-15s out of Khamis Mushait (MenchOsint).​..
​..CNN's reconstruction of Mocha's fall is the most damaging item of the day for Riyadh: battalions at ~20% of paper strength ("ghost names" collecting salaries), zero Saudi airstrikes that day despite minute-by-minute updates, CENTCOM's Adm. Cooper in-kingdom, 100+ US advisers deployed, MBS calling Trump twice and being refused. One regional source: "Saudi-American f**k up of epic proportions" (thetect0nic, zerohedge).​..
​..AI: the "slow down" call collapses into a regulatory-capture argument within 24 hours​ - Amodei: "for too long the industry lied" about AI risks (Polymarket). Trump rejected the pause outright - "whoever wins AI, wins" (KobeissiLetter). Zuckerberg went the other way entirely: AI needs to move faster (Kalshi_Finance).​..
..Fitch reportedly warns a slowdown could take indices down 35% and trigger a US recession (rdd147) - which, as the poster notes, is itself the bubble diagnosis..​.
​..Fed: Goldman capitulates to a 25bp hike on Wednesday, three days after Trump demanded the lowest rates in the world​ ...  Warsh faces an "incredibly difficult dilemma" in his first rate move (zerohedge); markets expect the exact opposite of what Trump wants, and Trump has threatened to halt trade with every deficit partner if the Fed doesn't cut (KobeissiLetter).​..
​..Russia-Ukraine: largest drone attack of the war, impacts 300–400m from the Polish border​ - 863+ Gerans launched, 741 downed, leaving 122+ impacts (official figures, possibly higher): at least 5 gas stations, 2 trains and 1 electrical substation confirmed hit along the Poland-Kyiv highway corridor, timed for bad weather to blind air defence, flown in groups along the Belarusian border (MilitarySummary).
​  Strikes landed 300–400m from the Polish border, damaging the Yagodin crossing checkpoints and rail infrastructure (MilitarySummary); one hit a train carrying Boris Johnson, an adviser to Chancellor Merz, German MPs and UK/French/Italian security advisers returning from Kyiv (MyLordBebo, zerohedge)...
​..UK: three first ministers meet in Cardiff today to demand referendum rights​ - Scotland, Wales and Northern Ireland's first ministers meet to sign an agreement calling for the right to hold independence referendums (europa, Glenn_Diesen, BRICSinfo).​   https://no1sdailydigest.substack.com/p/daily-digest-2026-09-14

​  Gold & Geopolitics, Daily digest: 2026-09-13
The tanker-for-tanker phase went live overnight: Iran fired at least four waves at a US-escorted convoy in the Omani corridor, UKMTO confirmed a vessel hit and burning, and hours later an Iranian commercial ship was struck off Qeshm with one dead. Meanwhile Mayyun Island fell, handing Ansarallah both sides of Bab el-Mandeb, and Reuters put the East-West pipeline outage at 4% of global supply with repairs running up to six weeks. ​  Second front: Dario Amodei's "pace the frontier" essay got Altman, Musk and Hassabis to sign on, OpenAI's IPO slipped to 2027, and Ellison cancelled his $7.5bn Oracle sale - with the 30Y closing at a 22-year high underneath all of it.​   https://no1sdailydigest.substack.com/p/daily-digest-2026-09-13

​  Gold & Geopolitics, Daily digest: 2026-09-12
Ansarallah completed its sweep of Yemen's entire Red Sea coastline and now holds both sides of Bab el-Mandeb, and Saudi Arabia shut in the East-West pipeline after drone strikes gutted two pump stations - removing the last major Hormuz bypass. Riyadh then chose not to retaliate, called Washington twice, and got told no; Pakistan declined too
​  Meanwhile a 0.3% core CPI print flipped Goldman, JPMorgan, MUFG and Citi to a September hike inside a single afternoon, with the 30Y closing at its highest weekly level since 2004.​   https://no1sdailydigest.substack.com/p/daily-digest-2026-09-12

Trump Advisers Warn Iran Conflict May Last Through End of His Term, WSJ Reports​   https://archive.vn/GQ4PZ#selection-1015.1-1015.79

Oil Industry Braces for Years-Long Iran War​   https://oilprice.com/Energy/Oil-Prices/Oil-Industry-Braces-for-Years-Long-Iran-War.html

​  Martin Armstrong (Does he think "Netanyahu" is alive in the flesh?) I am concerned about nuclear war, mainly with Netanyahu.
I think he is really a loose cannon. I believe he has been trying to talk Trump into it, but I do not think Trump will do it. If Trump does not do it, I think he will. His opponents are saying they are too weak to defend Israel. I would look at the week of October 5th. If he is going to pull off anything, it might be that week.   
https://x.com/ArmstrongEcon/status/2096611850926305768

Last week's strike on a Jordanian airbase: A-10 Loses Wing, F-15s Damaged in Major Iranian Missile Strike   https://www.palestinechronicle.com/a-10-loses-wing-f-15s-damaged-in-major-iranian-missile-strike-report/

  Bibi had to ignore warnings because he needed the attack to be "successful" to justify Palestinian genocide: Three Major Revelations About The Gaza Holocaust In The Israeli Press
​  The Israeli press has published three significant revelations about the Gaza holocaust, reporting (1) that Benjamin Netanyahu concealed advanced knowledge of the Hamas attack on October 7, (2) that Israel rejected a Hamas offer to release all civilian hostages immediately after October 7, and (3) that according to an IDF drone operator, the Israeli military was intentionally firing on civilians throughout Gaza during its operations in the Palestinian territory.​   https://www.caitlinjohnst.one/p/three-major-revelations-about-the

​  ‘NAZA’: Israeli Officers Reveal System behind Mass Civilian Targeting in Gaza
Twenty-four Israeli intelligence officers and soldiers described AI-assisted targeting, phone hacking, surveillance and attacks knowingly expected to kill Palestinian families.
​  The documentary focuses on institutional policies and military systems rather than isolated misconduct, with several interviewees describing accepted practices behind civilian killings.
​  NAZA premiered at the Venice International Film Festival, where it reportedly received a nearly 25-minute standing ovation.​  
https://www.palestinechronicle.com/naza-israeli-officers-reveal-system-behind-mass-civilian-targeting-in-gaza/

​  Confessions of an Israeli Army Drone Operator
That night, Nir was sitting in a trailer filled with screens, at a base in the Gaza border area. On the screens, he watched ambulances driving down a road and then saw Golani Brigade troops ambush them.
​  “These were clearly identifiable as emergency vehicles, even when ground fire opened on them,” Nir (a pseudonym) recounts. “Without any apparent reason, the ground troops stormed the convoy. They shot at the first vehicle, the medical staff exited, hid behind the ambulances and pleaded for their lives, and the soldiers shot them, one after another.”
​  That happened in the early morning of March 23, 2025, in Rafah’s Tel-al Sultan neighborhood, at the southwestern tip of the Gaza Strip. The incident is now known as the “Gaza paramedic killings,” or “Rafah paramedic massacre.” The Israel Defense Forces have claimed it was an identification mistake, a professional error.​   
https://israelpalestinenews.org/confessions-of-an-israeli-army-drone-operator/

​  You can't see their small, starved brains: Israel starved Gaza. Now doctors fear it has permanently damaged a generation.
Tahrir Zidan, 41, repeatedly brings his five-year-old daughter, Tala, to the malnutrition clinic at Nasser Hospital in Khan Younis, hoping to receive nutritional supplements or treatment that might help his children grow.
​  According to Zidan, Tala is 94 centimeters tall. The average height for a child her age is 109-110 centimeters. He says that her height and weight have barely changed over the past two years, and that at times she has actually lost weight.“She was diagnosed with malnutrition and short stature,” he explained.
​  Zidan, who is now displaced in the Mawasi area of Khan Younis after being forced from his home in Khuza’a, east of Khan Younis, says he cannot afford to provide his three children with a balanced diet. Two of them, including Tala, suffer from malnutrition.
​  Since the beginning of the war, he says, he has been unable to buy fruit or provide his family with a complete protein-rich meal. Instead, they depend heavily on food distributed by charitable kitchens to displaced people.
​  “I have not been able to buy even one kilogram of meat, a chicken, or a kilogram of fruit. We are living through conditions harsher than words can describe. The result is that my children are now suffering from problems that are difficult to treat,” Zidan told Mondoweiss.
​  Zidan says that his family sometimes obtains only one meal, and it’s not enough for the whole family. “The meal I obtain from the charity kitchen usually finishes while most of us are still hungry,” he said.​  
https://israelpalestinenews.org/israel-starved-gaza-now-doctors-fear-it-has-permanently-damaged-a-generation/

Israeli bulldozers level Palestinian-owned land in Al-Mughayyir​   https://english-wafa-ps.translate.goog/Pages/Details/174636?_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp

Gazans Feel Despair as Israeli Officials Cement Plans for Permanent Occupation​   https://scheerpost.com/2026/09/12/gazans-feel-despair-as-israeli-officials-cement-plans-for-permanent-occupation/

Israel Bombs South Lebanon as Report Documents 23 White Phosphorus Attacks​   https://israelpalestinenews.org/israel-bombs-south-lebanon-as-report-documents-23-white-phosphorus-attacks/

​  Lebanon says Israeli army violated framework deal approximately 7,700 times​ - Israeli forces have also opened fire in close proximity to army elements and patrols, military says on X​   https://www.aa.com.tr/en/middle-east/lebanon-says-israeli-army-violated-framework-deal-approximately-7-700-times/4052431

‘Ongoing Genocide against Palestine’: Ramaphosa Demands Accountability at BRICS​  https://www.palestinechronicle.com/ongoing-genocide-against-palestine-ramaphosa-demands-accountability-at-brics/

​  Kit Klarenberg, German Sponsorship Of Zionist Settlements Exposed
Exploiting academic institutions as a cover, between 2017 – 2021 the German government surreptitiously funnelled millions into a highly discriminatory project facilitating expansion of Zionist settlements in the occupied West Bank. Under its auspices, public money and knowledge production were committed to an inherently unlawful, immoral enterprise in flagrant breach of Berlin’s international legal obligations, and domestic restrictions on academic research efforts. The unknown scandal is just one component of how, in plain sight, Germany covertly assists Zionist settlement expansion and Palestine’s total erasure.​..
​..The tool identifies ideal areas for construction of new wells, in a territory where Palestinian water sources are systematically demolished, and Palestinians are refused permits to drill new ones. Known as the Western Mountain Aquifer, it’s the largest and most productive groundwater body shared between Israel and the occupied West Bank. Palestinians were completely absent from working sessions convened in illegally occupied Jerusalem related to MedWater, and there is no apparent way in which Palestinians will, or even can, benefit from the effort in any way.​..   
​..Only Zionist settlers could realise that vision on-the-ground, of which the consortium was well-aware.
​  Even more damningly, at the project’s end the tool was contracted to Israel’s national water company Mekorot, which manages wells in Zionist settlements throughout the West Bank. By contrast, the Palestinian Water Authority, initially named as a MedWater partner, was not provided a subcontract and is not publicly listed among its beneficiaries today.​..
..In its July 2024 Advisory Opinion, the International Court of Justice ruled unambiguously all states are obliged “to distinguish, in their dealings with Israel, between Israeli territory and the territory occupied since 1967, and not to render aid or assistance in maintaining that situation.”    https://scheerpost.com/2026/09/07/german-sponsorship-of-zionist-settlements-exposed/

​  Germany asks ICJ to dismiss Gaza genocide case brought by Nicaragua
Berlin argues that UN court lacks jurisdiction over allegations that it enabled Israeli violations of international law in Gaza​   
https://www.middleeasteye.net/news/germany-asks-icj-dismiss-nicaragua-genocide-case-over-arms-supplies-israel

​  A firecracker in the doorway they had just exited: Financial Times: Russia strikes Ukraine train line moments after foreign dignitaries pass/ Train struck on route used by David Petraeus, Boris Johnson, Carl Bildt and other senior officials 
​  Quote: A Russian drone hit a train near Ukraine’s border with Poland shortly after a group of visiting dignitaries passed through the crossing on Sunday, as Moscow launched its biggest drone barrage in months. The former British prime minister Boris Johnson, the former Swedish prime minister Carl Bildt and various European security officials had crossed to Poland along the same line just before the strike, according to Bildt and a representative of the summit the dignitaries were attending.Unquote
​  The names listed constitute a rogues’ gallery of Russia haters who used their time in office in Washington, London, Stockholm and other capitals to destroy European relations with the neighbor to the East over the course of a couple of decades. Surely there are many in the Kremlin who would have opened the shampanskoye had there been a direct hit and killed them all at one go.
​  Boris Johnson was this morning quoted on BBC News as saying that the drone strike was just an example of the random nature of Russian attacks which pose a direct threat to European security. 
​  However, we may assume with confidence that the decision by Moscow was not to kill this gang but to frighten to their boots the cowardly European leaders who regularly carry on diplomatic tourism to Kiev via the rail link from Warsaw for the sake of photo opportunities that win cheers from their home electorates.​   https://gilbertdoctorow.substack.com/p/financial-times-russia-strikes-ukraine

​  Comments to Europeans from Vladimir Putin: Russia has never been and will never be your enemy!
We do not want European raw materials or wealth; we have our own. We absolutely do not need your raw materials. Russia is the richest country in the world in terms of raw materials. 
  We want neither your land nor your territory. Look at the vastness of Russia on the map. It is twice as large as all of Europe. What good would your land do us? What would we do with it? 
  Why do you think Russia is an enemy of Europe? What harm has Russia ever done to you? 
Have we sold you gas and raw materials at prices lower than those charged by your 'friends'? YES 
  Did Russia sacrifice 20 million people during World War II to get rid of the Nazis? YES 
Was Russia the first country to help Europe during the COVID-19 pandemic? YES 
  Have we helped Europe during fires and natural disasters? YES 
What has Russia done to them for them to hate it so much? 
Russia is not your enemy; your true enemies are your leaders, those who govern you."   https://x.com/PutinVladimirv0/status/2098085347712246160

​  Mel Gibson has some clips of firemen reporting their experience on 9/11/01: September 11th…. Never forget what firemen said on that day, and what the Govt and Media have tried to erase…. 9/11   https://x.com/MelGibsonstory/status/2097869200257597495

"A Rare Photo of the Plane That Hit The Pentagon"   https://x.com/dc_flake/status/2098462043959328875

  David Hughes, Where were the Weapons Located that Destroyed the Twin Towers?
Conventional nuclear weapons were not used, yet some of the observed effects were similar. What does this mean?​  https://dhughes.substack.com/p/where-the-weapons-located-that-destroyed

Video: Revealing 9/11 Truth: What Happened on September 11, 2001​   https://www.globalresearch.ca/video-revealing-911-truth-what-happened-on-september-11-2001/5939803

​  Martin Armstrong, Taiwan Is Preparing for the Drone War
Taiwan has proposed another $4.6 billion in defense spending, and what is particularly interesting is where a substantial portion of that money is going. Taipei wants more than 600 coastal surveillance and reconnaissance drones, over 40,000 coastal attack drones, and an initial fleet of more than 100 unmanned suicide boats. This comes only days after Taiwan’s parliament approved a six-year drone program capped at NT$240 billion, roughly $7.6 billion. Taiwan is not buying drones as some technological experiment. It is preparing for what it believes a future war with China would actually look like.
​  Ukraine changed warfare because it demonstrated that a relatively inexpensive drone can destroy equipment costing millions of dollars. The Middle East has reinforced the same lesson.​   
https://www.armstrongeconomics.com/world-news/war/taiwan-is-preparing-for-the-drone-war/

​  Kurt Cobb, Modern Warfare Is Burning Through the Metals Needed for a High-Tech Future
Modern weapons, drones, communications systems, and other military technologies rely on strategic metals such as germanium, and material incorporated into destroyed weapons can be difficult or uneconomic to recover.
​  Demand for many critical minerals is already rising rapidly because they are also required for electric vehicles, renewable energy, electronics, semiconductors, and other advanced technologies.
Accelerating mineral extraction cannot continue indefinitely, and warfare increases the risk of scarce materials being dispersed rather than recycled for future use.​   
https://oilprice.com/Energy/Energy-General/Modern-Warfare-Is-Burning-Through-the-Metals-Needed-for-a-High-Tech-Future.html

US Data Centers To Burn More Natural Gas Than Most Nations​   https://www.zerohedge.com/energy/us-data-centers-burn-more-natural-gas-most-nations

​  Light Brigade Lemmings charge off cliff? Trump Slams "Perfect Little Angel" Dario, Demands Full Steam Ahead For AI​  
"The Trump Administration has stopped AI "people" from doing bad, or potentially bad, "things," like Dario (Anthropic!), who is now pretending to be a "perfect little angel" and will continue to do so!" Trump wrote.
​  "We already have tremendous CRIMINAL and REGULATORY power over these companies! There is a SICK conspiracy going on against AI and Data Centers, and the only one that is happy about it is China. WHOEVER WINS AI, WINS!"​   
https://www.zerohedge.com/ai/full-stop-amodei-altman-musk-team-against-ai-singularity-while-china-goes-full-send

​  They know which side their bread is buttered upon... UK Government Reserves Two-Thirds Of Elite Jobs By Race; Leaked Doc Exposes
Sixty-six per cent of the slots are ringfenced for staff who are ethnic minority, disabled, or from a lower socio-economic background. Everyone else - including the white working-class kids the same government claims to champion - can take whatever is left.​   https://www.zerohedge.com/political/uk-government-reserves-two-thirds-elite-jobs-race-leaked-doc-exposes

"Free Palestine" works, I hear"​: More Than 62,000 Arrested for Speech-Related Offenses in Britain, Report Finds​   https://amgreatness.com/2026/09/10/more-than-62000-arrested-for-speech-related-offenses-in-britain-report-finds/

​  BREAKING: Leaked Data Show Israel Covered Up HUNDREDS of COVID Shot Deaths and Hospitalizations Within Weeks of Vaccine Rollout
The cover-up of COVID-19 “vaccine” deaths, injuries, and disabilities appears to have been a coordinated GLOBAL OPERATION.​   
https://www.thefocalpoints.com/p/breaking-leaked-data-show-israel

​  Meryl Nass MD, My talk today on the anthrax letters and what they ushered in--Please watch - Lots of interesting talks at Turning the Tide--all free and online now   https://merylnass.substack.com/p/my-talk-today-on-the-anthrax-letters

  Reporter, Rodney Palmer ratted out his boss, the CBC. Good man: Stunning Testimony from Former CBC Reporter Rodney Palmer
How the Canadian Broadcasting Corporation became a state propaganda organ.​   https://www.thefocalpoints.com/p/stunning-testimony-from-former-cbc

​  Celia Farber, also from last week: GOING VIRAL: Day Two Of The “Allison Inquiry:” Devastating Testimonials About Covid “Vaccine” Damage And Death On Parliament Hill In Ottowa, Viewers Sky-Rocket On Day Two, Amidst Total Media Blackout
​  “It’s Like Canada’s Dirty Little Secret,” Shawn Buckley. “MPs Do Not Feel It Is Politically Viable To Be At This Table.” “Fire. It Just Feels Like My Brain Is On Fire.” Carrie Sakamoto.​   https://celiafarber.substack.com/p/day-two-of-the-allison-inquiry-devastating

​  Celia Farber, Canada Is Post-People, The Horror Fully Revealed: “When I Say Canadians Are Abandoned, I Mean We Are Completely Abandoned.” Michelle Worton, Allison Inquiry, Says Injured Candians Are Accepting MAID
​  Canadians Were Poisoned, Crippled, Refused ALL Medical Help, Forced To Either Seek Treatment In The US At Great Cost, Or, If They So Choose, Be Euthanized By The State​   https://celiafarber.substack.com/p/canada-is-post-people-the-horror

​  NEW STUDY: Tylenol Use During Pregnancy Linked to 41% Smaller Ovaries, 23% Fewer Ovarian Follicles, and 13% Smaller Uteruses in Infant Girls
The first-ever human study looking at prenatal Tylenol exposure and female reproductive development found alarming reproductive alterations that persisted into adolescence.​   
https://www.thefocalpoints.com/p/new-study-tylenol-use-during-pregnancy

​Steve Kirsch, A list of evidence consistent with the hypothesis that “vaccines cause autism” - Not an exhaustive list.  https://kirschsubstack.com/p/a-list-of-evidence-consistent-with

  It is how the payments are set-up, especially if >90% vaccinated-on-schedule: Why Do Pediatricians Blast Babies with Multiple Vaccines on Same Visit?
Super-inflammation, systemic reactions, subclinical encephalitis all risked by this intensive, profit-driven practice in babies and toddlers before age 4​  https://www.thefocalpoints.com/p/why-do-pediatricians-blast-babies

​Everybody has to get the shot anyway, so why remove the cancer-promoting piece?  Health Canada asks Pfizer to remove SV40. Pfizer says Pf$ck off   https://anandamide.substack.com/p/health-canada-asks-pfizer-to-remove

​  Yeah, but if the cancer didn't get COVID, then the vaccine-worked, right?  BREAKING STUDY: Pfizer COVID-19 “Vaccine” Plasmid DNA Found Inside Lethal Turbo Cancer of the Heart- We document a previously healthy 35-year-old man who developed a hyper-aggressive heart cancer within 170 days of Pfizer injection... and vaccine spike DNA was found inside it.​   https://www.thefocalpoints.com/p/breaking-study-pfizer-covid-19-vaccine

​  BREAKING: Moderna’s mRNA Flu Shot CUT FROM CDC RECOMMENDATIONS Just 2 Weeks After We Sent Our Reanalysis Study to HHS
CDC leaves mFLUSIVA out of 2026–2027 guidance after our FDA-data reanalysis found 2.5× more unexplained deaths and an extreme risk-benefit imbalance.​   
https://www.thefocalpoints.com/p/breaking-modernas-mrna-flu-shot-cut

​Mr. Natural (removing third trial loaf of Westphalian pumpernickel bread from baking pan)


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