🚢 🇾🇪 🌍 Are the Houthis A Sea Power? | How a Not-State Actor Changed the Course of Global Shipping - Sal Mercogliano
https://www.youtube.com/watch?v=HQuec8PyZcE?feature=shared
https://www.youtube.com/watch?v=HQuec8PyZcE?feature=shared
YouTube
Are the Houthis A Sea Power? | How a Not-State Actor Changed the Course of Global Shipping!
Pirates of the Red Sea
What's Going on With Shipping?
Dec 18, 2023
In this episode, Sal Mercogliano - maritime historian at Campbell University (@campbelledu) and former merchant mariner - discusses the suspension of voyages, new attacks, increase in…
What's Going on With Shipping?
Dec 18, 2023
In this episode, Sal Mercogliano - maritime historian at Campbell University (@campbelledu) and former merchant mariner - discusses the suspension of voyages, new attacks, increase in…
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🌋 🇮🇸 First aerial footage captured just minutes ago of the newly opened volcanic fissure near Grindavík, Iceland.
🔶️ It is estimated to be about 3 km long
📎 Nahel Belgherze
🔶️ It is estimated to be about 3 km long
📎 Nahel Belgherze
Forwarded from Middle East Spectator — MES
— 🇮🇷/🇾🇪 Chief of Staff of the Iranian Armed Forces, Major General Muhammad Baqeri: 'We are providing advisory and intellectual assistance to the Yemeni Army (Ansarullah), and we will stand with the Yemeni people till the end'
@Middle_East_Spectator
@Middle_East_Spectator
Forwarded from White Lives Matter Official
Media is too big
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📌2 years and many months later, WLM is still at it.
Still on the way to 14, still upholding the same standards: explicitly pro-White, legal, anonymous.
This weekend was our last event of 2023, and it marked the birth of a couple WLM local efforts in Europe and the re-birth of WLM Texas.
It's up to YOU to re-ignite the spark in YOUR area.
Our track record speaks for itself at @wlm_events. One day a month, 12 times a year - the minimum we can all do.
@wlmcontactbot to get involved.
@WhiteLivesMatterOfficial
Still on the way to 14, still upholding the same standards: explicitly pro-White, legal, anonymous.
This weekend was our last event of 2023, and it marked the birth of a couple WLM local efforts in Europe and the re-birth of WLM Texas.
It's up to YOU to re-ignite the spark in YOUR area.
Our track record speaks for itself at @wlm_events. One day a month, 12 times a year - the minimum we can all do.
@wlmcontactbot to get involved.
@WhiteLivesMatterOfficial
Forwarded from Demographics Now and Then
Japan’s demographic crisis is hitting its plans to build a stronger military. The Japanese army, navy & air force have failed to reach recruitment targets for years, and the number of active personnel (~247,000) is nearly 10% lower than it was in 1990. https://t.co/Tbzaro09Wh
NY Times
Japan Wants a Stronger Military. Can It Find Enough Troops?
A shrinking, aging population poses an obstacle as the nation tries to counter security threats from China and North Korea.
Forwarded from Middle East Spectator — MES
— 🇺🇸/🇮🇱/🇱🇧 NEW: Israel has informed the Biden administration that they want Hezbollah to be pushed roughly 6 miles (~7.5 kilometers) from the border as part of a diplomatic deal, otherwise the IDF will initiate a military campaign - Axios
@Middle_East_Spectator
@Middle_East_Spectator
/CIG/ Telegram | Counter Intelligence Global
🌋 🇮🇸 First aerial footage captured just minutes ago of the newly opened volcanic fissure near Grindavík, Iceland. 🔶️ It is estimated to be about 3 km long 📎 Nahel Belgherze
🛢 🚢 ✈️ @GMJournalist reports that Jet Fuel will be the cargo most disrupted by the pause of ships transitioning the Red Sea. - John Konrad
⬛️ At present jet fuel consumption rates the market could get squeezed. But consumption could spike
🔶️ Will jets be grounded because of the iceland volcano or burn more fuel diverting around it?
🔶️ The #1 user of jet fuel is the US military which may have to fly a LOT more airlift missions to compensate for @Maersk military cargo ships stuck waiting.
🔶️ How many more flights? The air capacity of the entire USAF cargo fleet is less than what fits on a single modern ultra-large containership.
🔶️ What about the non-military cargo aboard the containerships? Most of that isn’t time sensitive enough to switch to air but a portion is. Because of the size of a containership even a tiny percentage being sent by air requires a large number of planes.
🔶️ The ships that carry jet fuel are called product tankers. These ships also carry gasoline and diesel. Gas is unlikely to rise but the massive containerships sailing around Africa are likely to sail at top speed to make up time. Ships are not efficient at top speed and most burn marine diesel. This additional load will compete with jet fuel for cargo space.
🔶️ And even before this incident, there was a major shortage of product tankers.
🔶️ And that’s all provided the war doesn’t spread. Wars consume and inordinate amount of fuel as militaries go increase speed.
🔶️ Even nations not in the fight consume more fuel as they launch surveillance planes and start moving supplies closer to the fight.
🔶️ Finally there is the fact that a large percentage of jet fuel use goes unreported. Some of this is to hide just how much planes burn (even John Kerry flys his jet to COP) and some of the under-reporting are militaries trying to keep fuel movements secret.
🔶️ Finally when a critical commodity becomes scare, nations begin to hoard available supply.
🔶️ What does this all add up to? Uncertainty. Jets grounded because of the volcano and fuel hoarding could ease the supply constraints. The rest of the problems could tighten the market.
🔶️ Lastly this action is being coordinated by Iran who likely has a plan and is tipping off commodity traders. These traders could use leverage to tighten the market further (some do it by paying tankers to sit at anchor while prices go up) or they could artificially lower prices (either with financial tools or by paying states with large reserves to release product).
⬛️ Uncertainty is the word of the day.
📖 Read Greg’s full article here:
https://www.freightwaves.com/news/red-sea-chaos-could-boost-tanker-and-container-shipping-rates
📎 John Konrad
⬛️ At present jet fuel consumption rates the market could get squeezed. But consumption could spike
🔶️ Will jets be grounded because of the iceland volcano or burn more fuel diverting around it?
🔶️ The #1 user of jet fuel is the US military which may have to fly a LOT more airlift missions to compensate for @Maersk military cargo ships stuck waiting.
🔶️ How many more flights? The air capacity of the entire USAF cargo fleet is less than what fits on a single modern ultra-large containership.
🔶️ What about the non-military cargo aboard the containerships? Most of that isn’t time sensitive enough to switch to air but a portion is. Because of the size of a containership even a tiny percentage being sent by air requires a large number of planes.
🔶️ The ships that carry jet fuel are called product tankers. These ships also carry gasoline and diesel. Gas is unlikely to rise but the massive containerships sailing around Africa are likely to sail at top speed to make up time. Ships are not efficient at top speed and most burn marine diesel. This additional load will compete with jet fuel for cargo space.
🔶️ And even before this incident, there was a major shortage of product tankers.
🔶️ And that’s all provided the war doesn’t spread. Wars consume and inordinate amount of fuel as militaries go increase speed.
🔶️ Even nations not in the fight consume more fuel as they launch surveillance planes and start moving supplies closer to the fight.
🔶️ Finally there is the fact that a large percentage of jet fuel use goes unreported. Some of this is to hide just how much planes burn (even John Kerry flys his jet to COP) and some of the under-reporting are militaries trying to keep fuel movements secret.
🔶️ Finally when a critical commodity becomes scare, nations begin to hoard available supply.
🔶️ What does this all add up to? Uncertainty. Jets grounded because of the volcano and fuel hoarding could ease the supply constraints. The rest of the problems could tighten the market.
🔶️ Lastly this action is being coordinated by Iran who likely has a plan and is tipping off commodity traders. These traders could use leverage to tighten the market further (some do it by paying tankers to sit at anchor while prices go up) or they could artificially lower prices (either with financial tools or by paying states with large reserves to release product).
⬛️ Uncertainty is the word of the day.
https://www.freightwaves.com/news/red-sea-chaos-could-boost-tanker-and-container-shipping-rates
📎 John Konrad
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FreightWaves
Red Sea chaos should boost tanker and container shipping rates
A growing number of ship operators are refusing to transit the Red Sea and taking a very long detour around Africa instead.
Africa Intel
🇸🇩🇺🇸 RSF seize Sudan army base in Wad Madani while the US calls for the end of violence Residents of the Sudanese city of Wad Madani say the paramilitary Rapid Support Forces (RSF) have attacked a hospital and have taken over an army base. The area is home…
Such a State and such a City are key logistical hub and could trigger a major change in the Sudanese Civil War
On social medias, local netizens and observers reported that the RSF units, mostly using tehcnical pickups, reached the city, with the forces of the Sudanese Armed Forces (SAF) nowhere from being seen.
Noteworthy that such thing forced dozens of thousands of civilians to move out of the region, as they fear that the RSF — which is known for its brutality and genocidal actions— might start punitive campaigns against supporters of the Sudanese Military Junta
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Bellum Acta - Intel, Urgent News and Archives ✝️ #FreeVenezuela
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Bellum Acta - Intel, Urgent News and Archives ✝️ #FreeVenezuela
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📝 🏴☠️ 🇸🇴 Op-Ed: Somali Pirates Are Back, But a Full-Scale Return is Unlikely
🔶️ "I have my suspicion that this is not so much Somali piracy of the early 2000s, but now a form of Privateers where the Somalis are backed by the Houthi to open another front." - Sal Mercogliano
https://maritime-executive.com/editorials/op-ed-somali-pirates-are-back-but-a-full-scale-return-is-unlikely
🔶️ "I have my suspicion that this is not so much Somali piracy of the early 2000s, but now a form of Privateers where the Somalis are backed by the Houthi to open another front." - Sal Mercogliano
https://maritime-executive.com/editorials/op-ed-somali-pirates-are-back-but-a-full-scale-return-is-unlikely
The Maritime Executive
Op-Ed: Somali Pirates Are Back, But a Full-Scale Return is Unlikely
An Iranian fishing vessel, Almeraj 1, was reportedly hijacked by Somali pirates in November 2023. According to media reports, the pirates demanded US...
🇺🇸 🤝 🇫🇮 U.S. forces are gaining access to 15 military sites in Finland, where a new defense agreement reached this week also paves the way for the positioning of American military gear in the country.
🔶️ “Today is just the latest demonstration of the United States’ comprehensive effort to bolster trans-Atlantic security,” Blinken said, adding that a series of similar deals with Sweden and Denmark is fortifying the alliance’s position.
🔶️ The pact allows U.S. forces to have exclusive access to defense materiel pre-positioned in various locations, with “unimpeded access” to those storage facilities.
🔶️ Among the sites U.S. forces will be granted access to is a border guard base in Ivalo, a northern area near Russia’s fortified Kola Peninsula.
https://www.stripes.com/theaters/europe/2023-12-19/finland-us-site-use-agreement-12407565.html
🔶️ “Today is just the latest demonstration of the United States’ comprehensive effort to bolster trans-Atlantic security,” Blinken said, adding that a series of similar deals with Sweden and Denmark is fortifying the alliance’s position.
🔶️ The pact allows U.S. forces to have exclusive access to defense materiel pre-positioned in various locations, with “unimpeded access” to those storage facilities.
🔶️ Among the sites U.S. forces will be granted access to is a border guard base in Ivalo, a northern area near Russia’s fortified Kola Peninsula.
https://www.stripes.com/theaters/europe/2023-12-19/finland-us-site-use-agreement-12407565.html
Forwarded from White Papers
An Industrial Plan for (White) America
Americans have been aware for decades that their nation is in the midst of serious industrial decline. This decline, represented by the loss of some 7.5 million jobs between 1980 and 2017, has affected Whites, and particularly men, more than any other group.
The Bureau of Labor Statistics has found that for every 10 percentage point drop in regional manufacturing share there is an accompanying 3.7% drop in male employment.
Policymakers must consider the following options if they seek to generate prosperity for Americans:
1. Local content requirements
The surest way to ensure that products purchased by Americans are produced by Americans is to ensure that those products have their component parts sourced in the United States.
American policymakers must institute a 51% local content requirement for any goods which are related to: transportation, technology, energy (production & transmission), national security, food production, and other forms of critical infrastructure.
2. Provide financing for new firms
A 2014 study by MIT found that while venture capital is willing, even eager, to fund the initial stages of development those same VC firms are near universally unwilling to fund the scale-up of manufacturing capacity. This results in firms founded by innovative young Americans to look abroad to scale their manufacturing processes.
3 ...
Read the full piece, and the rest of the policy prescriptions here on our Substack:
Americans have been aware for decades that their nation is in the midst of serious industrial decline. This decline, represented by the loss of some 7.5 million jobs between 1980 and 2017, has affected Whites, and particularly men, more than any other group.
The Bureau of Labor Statistics has found that for every 10 percentage point drop in regional manufacturing share there is an accompanying 3.7% drop in male employment.
Policymakers must consider the following options if they seek to generate prosperity for Americans:
1. Local content requirements
The surest way to ensure that products purchased by Americans are produced by Americans is to ensure that those products have their component parts sourced in the United States.
American policymakers must institute a 51% local content requirement for any goods which are related to: transportation, technology, energy (production & transmission), national security, food production, and other forms of critical infrastructure.
2. Provide financing for new firms
A 2014 study by MIT found that while venture capital is willing, even eager, to fund the initial stages of development those same VC firms are near universally unwilling to fund the scale-up of manufacturing capacity. This results in firms founded by innovative young Americans to look abroad to scale their manufacturing processes.
3 ...
Read the full piece, and the rest of the policy prescriptions here on our Substack:
White-Papers
An Industrial Plan for America
Manufacturing produces prosperity
🇺🇸 🇯🇵 US Steel bought out by Japan's Nippon, valuing famed American manufacturing company at $15 Billion.
⬛️ Famous American businessmen including JP Morgan, Charles Schwab and Andrew Carnegie formed the company back in 1901
🔶️ The deal marks the latest step in a gradual decline for the iconic 122-year-old company, which was once the largest company on the planet. It was one of the first major conglomerates and a symbol of American industrial might.
🔶️ In the early part of the last century, the company produced the steel that helped the United States become a global economic superpower, providing steel not just for skyscrapers, bridges and dams, but also for autos, appliances and other products craved by American consumers.
🔶️ US Steel was so dominant, in fact, that its competitive prowess helped lead to the creation of the nation's antitrust laws, passed in an attempt to keep the company's strategic and financial might, and that of the Standard Oil's, in check.
https://6abc.com/us-steel-news-today-nippon/14197549/
⬛️ Famous American businessmen including JP Morgan, Charles Schwab and Andrew Carnegie formed the company back in 1901
🔶️ The deal marks the latest step in a gradual decline for the iconic 122-year-old company, which was once the largest company on the planet. It was one of the first major conglomerates and a symbol of American industrial might.
🔶️ In the early part of the last century, the company produced the steel that helped the United States become a global economic superpower, providing steel not just for skyscrapers, bridges and dams, but also for autos, appliances and other products craved by American consumers.
🔶️ US Steel was so dominant, in fact, that its competitive prowess helped lead to the creation of the nation's antitrust laws, passed in an attempt to keep the company's strategic and financial might, and that of the Standard Oil's, in check.
https://6abc.com/us-steel-news-today-nippon/14197549/
6abc
Japanese company to buy US Steel, valuing the famed American manufacturing company at roughly $15B
Japan's Nippon Steel, the world's third-largest steel producer by volume, is paying $55 a share in an all-cash deal, valuing U.S. Steel at about $15 billion.
🇺🇸 🇯🇵 🇨🇳 The news of Nippon Steel moving to acquire US Steel is an opportunity to post this important chart; and to remind ourselves that steel is the backbone of civilization, necessary for industrial production, essential to our daily life, and a sustaining element of military power.
📎 malmesburyman
📎 malmesburyman