Loading infrastructure is relatively easily repairable.
But it's difficult to do with a raging inferno next to you.
They're not choosing to hit infrastructure OR tanks. They're hitting both.
Because members of Congress aren't scared that other members of Congress can get them fired.
‼️ Russia: “According to preliminary estimates, domestic demand for rolled steel may have declined by 9-12% year-on-year in the first quarter.”
In the middle of the largest land war in Europe since WW2
www.kommersant.ru/doc/8571328
So this analysis is stating they’ve already lost their cushion based on the damage the Ukrainians have already done this past month?
Which means further attacks could make things unpleasant.
The governor of Kuzbass announced the closure of 8 coal mines in the region. There are 33 coal mines in critical condition and 17 have suspended and 8 of them will not resume operations. He stated that for the third year in a row he was working under difficult conditions.
Oh, yeah, how’d I forget about that? Definitely that too.
You’ll notice he only said the Strait was open. He doesn’t make any qualifying statements, but this is Trump. That just means he hasn’t *said* anything, but it can still be true.
As the Catholics would say, he is often guilty of the sin of omission.
From my understanding and certainly what the Iranians have said elsewhere the Strait is open but under their control. In other words, they’re charging the toll.
Trump has not agreed to permanently agreeing to this but appears to be fine with this during the two weeks.
What I’m seeing here is a two week pause for Iran to rake a few billion dollars in toll money and resupply from russia and China while they resupply the Houthis.
No idea what happens after that.
Except that the Iranians are charging $2 million per ship to transit the Strait, and the US just said "ok." Before today hardly anyone did. Starting in the morning, if this holds, everyone will.
That's an awful lot of ships. And an awful lot of money.
You are correct that nothing has been *agreed* to yet, however. But it does sound like Iran will control the Strait of Hormuz for at least the next two weeks, and their proposal will be the starting point for negotiations, not Trump's.
I'm going to point out that complete strategic defeats are what Trump does best. Like abandoning the Kurds and Afghanistan. Trump was lucky enough that the date for quitting Afghanistan was after Biden became President, but the deal was signed Feb 2020, before the election.
No, that is not what this says, nor is it what anyone involved has said.
This is an agreement to *discuss* Iran's demands over the next two weeks, I believe the first negotiating meeting will be on Friday.
Wouldn’t this require someone to have the money to buy it?
This is the data @tochnyi.info pulled on Russian oil, gas and oil products shipments from the Baltic. In Ust-Luga only one LPG tanker made it out in the last 11 days, it's completely shut down. For Primorsk oil is up 30-40% but petroleum products could be down by over 50% it seems.
Read the whole thread (I just reposted it) but this alone makes it worth it.
Russia no longer needs experts or their opinions. An example of that was given today by Natalya Kaspeskaya who first posted on how RosKomNadzor tried to block VPNs yesterday and broke Russian banking apps and the fast payment system. Then was forced to walk that back.
Zero. We know this because all of them vote early and often for Putin. We know that because their commanders, who also conveniently collect their paychecks for them, say they do.
It's a very trusting community.
Thread is now complete! 🥵
Remember, if you want people to see it, you have to repost it and share it.
Bluesky isn’t like Twitter, and my info tends to get shared via “word of mouth”
It's so nice to see the russian and Ukrainian governments working together to take out russian industries. The Ukrainians take out oil and defense companies, and the russians focus on everyone else.
Shiny!
Why wait that long? I’m fine with Christmas in March.
‼️Russia: “Moscow is cutting civil servants and streamlining budget spending amid low revenues.”
🍿
ru.themoscowtimes.com/2026/03/04/m...
Seems like the media should at least express some curiosity about this.
open.substack.com/pub/jonathan...
🚨🚨🚨🚨
Income dropped again. Probably accounting error. 2146 on Feb 12, 2144 on Feb 13.
That isn’t growth. It’s contraction. The official 2025 inflation rate is higher than that.
I’m curious as to what construction spending was in 2021. Official cumulative inflation, which is…low, is something like 40% from 2022 to today.
🎯🎯
Because she’s very qualified and Ukrainian-Canadian.
She isn’t the first. A Ukrainian-American was Minister of Finance from 2014-2016.
