Diego de Regules @f_regules

🇮🇷 The Strait of Hormuz is under fire and the oil market just priced it in. Brent crude up 4%. WTI same. That's $3 a barrel in a few hours. Every ship that doesn't move through that strait moves the price. Right now very few are moving freely. Source: @TabzLIVE on TG / Writer: Oliver

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Ahvaz and Other Khuzestan Areas Hit by American Enemy Projectiles Two locations near Ahvaz were struck by projectiles from the American enemy at 1:35 a.m. today, according to the deputy for security and law enforcement affairs of Khuzestan province.

IRGC Strikes US Army’s Drone Command and Control Center in Bahrain The Islamic Revolution Guard Corps (IRGC) announced an attack on the US army’s drone command and control center in Bahrain. tasnimnews.ir/3645763

U.S. President Donald J. Trump spoke with his Saudi counterpart, Crown Prince Mohammed bin Salman, today, amidst the most recent spate of increased U.S.-Iran tensions. The call was centered on recent regional developments, specifically freedom of navigation in the Strait of Hormuz, a key Saudi concern, and tensions with Iran, and came a day after U.S. Secretary of State Marco Rubio met with Saudi Ambassador to the United States Reema bint Bandar Al Saud at the White House.

Iran’s President Warns of Attempts to Destabilize Region Certain actors are actively attempting to destabilize the West Asia region and impede peace efforts, Iran’s President Masoud Pezeshkian warned. tasnimnews.ir/3644157

🇲🇽 A clever new LNG route to Asia just opened up. Completely avoiding the dangerous Strait of Hormuz and the Panama Canal. TotalEnergies sent the first cargo from Mexico’s ECA terminal, using gas piped from the U.S. Permian Basin, liquefied on the Pacific side, and shipped directly across. Total holds a significant stake and has a long-term deal locked in. This Pacific path is faster and cheaper for Asian markets. Especially now that Qatar is slowing its own expansion for security reasons. American gas quietly carving out a safer way around the bottleneck. Source: The Merchant News, @jackprandelli / Writer: Lucas

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Europe's most reliable pipeline supplier just handed itself a supply problem, from the inside. A pay strike just cost Norway 2.4 million barrels of oil equivalent this year. The strike began June 15 after wage talks broke down Estimated financial impact: 1.6 billion Norwegian crowns, about $163.6 million, realized and projected combined Daily losses are still growing, expected to reach about 120,000 boepd by mid-July Norway normally produces over 4 million boepd offshore, so this strike is cutting close to 3% of national output at its peak

U.S. President Donald J. Trump boarded Air Force One just earlier to leave for Ankara, Turkey for the much anticipated NATO summit. In the weeks and days working up to the summit, European leaders, have been keen to highlight new defense commitments and financing frameworks, as President Trump has long pushed the NATO alliance to increase burdensharing and defense spending. Most recently, today, the UK, Finland, the Netherlands, and Poland announced a new Multilateral Defense Mechanism that is meant to “accelerate defense investment, stimulate joint procurement, and aggregate demand in critical defence capabilities, with the ultimate objective of meeting the military needs of like-minded allies.”

‼️🇷🇺🇯🇵🇰🇷 Russia is preparing to import a large batch of aviation fuel from Japan to alleviate the growing domestic fuel crisis. In the first half of July, at least 200,000 barrels of Japanese fuel will be shipped from the port of Chiba and sent to South Korea for subsequent transshipment. According to industry sources, the transshipment of aviation kerosene to another tanker will take place via a ship-to-ship scheme in the area of the South Korean port of Yeosu, after which the cargo will be sent to Russian ports through a complex chain of traders to conceal the final route. Reuters notes that the South Korean Ministry of Industry declined to comment, and the Japanese Ministry of Economy, Trade and Industry did not respond to a request for comment at the time of publication. Video is made Grok AI

Russia has increased oil discounts for India ahead of Indian fuel purchases Indian refineries will be able to earn even more by processing cheap Russian crude and selling fuel back to Russia. The discount on Urals oil has nearly doubled — from $4 to $7 per barrel. According to Reuters, at least 60,000 tons of fuel have already been sent to Russia. Moscow is reportedly expecting to import up to 400,000 tons of gasoline per month from India, Belarus, and other countries in an effort to ease the fuel crisis following strikes on its refineries.

Russia has started installing anti-drone grids on Black Sea Fleet submarines stationed in Novorossiysk Satellite images show that three Kilo-class submarines have their conning towers protected with metal structures. Another one was likely also being prepared for similar “cladding.” The reason is linked to the growing threat from Ukrainian drones. The submarines are being given additional protection against possible air and sea attacks, even while in port.

⚡ 🇷🇺 Russia is rolling out #DigitalRuble from September 1. #CentralBank Governor Elvira Nabiullina announced that all major banks must process transactions & big retailers will accept it. The Kremlin says it’s for “convenience” & smart contracts, but the real goal is clear: total visibility over every transaction, easier control of budget funds & salaries. Most Russians are skeptical - they don’t see why they need a third form of money. Cash demand is actually rising due to fears of bank freezes & internet blackouts. This is another step in the Kremlin’s tightening financial grip - programmable money that gives authorities unprecedented oversight. #RussiaEconomy

⚡️⚡️⚡️BREAKING: Ukraine's drone strikes have crippled Lukoil's NORSI refinery, Russia's 4th-largest by capacity and 2nd-largest gasoline producer, halting operations after damaging key AVT-6 (53%) and AVT-5 (25%) units. With ~15-17M tons annual crude processing and 5M tons gasoline output offline, this could mean daily losses of tens of millions in refined product value exacerbating fuel shortages and revenue hits already costing Russia's oil sector billions amid repeated attacks. Photo: @Gerashchenko_en

🇮🇷🇷🇺 Putin's envoy Medvedev sat down with Iranian President Pezeshkian on the sidelines of Khamenei's funeral Russia and Iran comparing notes on the post-war situation, the MoU's fragility and what comes next on the nuclear file Whatever they discussed, it probably wasn't condolences. Source: DDGeopolitics on TG / Writer: Oliver

Ukrainian strikes on the Crimean power grid have forced mandatory rationing, as announced by the Crimean power authority today. Residents have been instructed to shut off air conditioning, televisions, washing machines, and more. Rolling blackouts will also be in effect.

Iran Warns Oil Tankers to Use Approved Routes in Strait of Hormuz or Face a ‘Forceful Response’ japannews.yomiuri.co.jp/news-services/…

US fossil fuel power spending to beat China for the first time in decades ft.trib.al/RHpzzWZ

Germany woos Trump with plan to make US weapons in Europe ft.trib.al/FYEPtHO

Iran Denies Upcoming Negotiations with US Iran's Foreign Ministry Spokesperson confirmed that no negotiations with the US are scheduled in the coming days at any level.

Ukrainian attack drones hit multiple power substations in Russian-occupied Crimea overnight, causing scattered outages. Ukrainian drones have targeted Crimean power infrastructure nearly every night over the past week.