⏺Massive columns of smoke rise above fuel tanks at oil refineries, blanketing the skies over Iran's capital.

⏺Following a massive US and Israeli attack on an oil storage facility in Rey, south of Tehran, crude oil entered the sewage system and ignited fires in the streets.

⏺CNN reports black, oil-contaminated rain falling over Tehran following US and Israeli airstrikes.

⏺ Yesterday the White House declared it "wants" to "take oil out of the hands of terrorists" — and hours later bombed Iranian oil facilities, triggering an environmental catastrophe in the Tehran metro area, home to 14 million people.

"The Israeli Air Force, under the guidance and in cooperation with Military Intelligence (Aman) and the Operations Directorate (Amatz), recently struck several fuel storage facilities in Tehran."

• Over 300 targets were hit over the weekend with approximately 1,500 munitions.

• Israeli Air Force Commander Major General Tomer Bar personally participated in bombing raids on Iran, flying an F-15 fighter jet.

• Just one week into the war, the US-Israeli coalition was forced to sharply reduce strikes on Iran: the daily volume of attacks dropped by 55–65%.

• According to a CENTCOM bulletin, US forces struck 1,250 targets in the first 48 hours and 1,700 targets in the first 72 hours.

🇦🇪🇰🇼 #UAE and #Kuwait are cutting oil production due to the closure of the Strait of Hormuz — Bloomberg

Asia remains critically dependent on Middle Eastern oil and LNG transiting the Strait of Hormuz.
The latest data shows that ~85–90% of crude oil and ~82–90% of LNG (from Qatar/UAE) flow to Asian countries:
🇨🇳 #China accounts for ~38% of oil volume
🇮🇳 #India ~15%
🇰🇷 #South_Korea ~12%.

Russia is the second beneficiary after the US. Oil at $93+ (Murban), WTI +35%. Every dollar of oil price increase means billions into the Russian budget.

Russia was suffocating at $60+ (with $70 baked into the budget). At $90+ the Kremlin breathes freely. Washington understands this better than anyone — remember Trump's words: "At $40 a barrel, Russia can't afford to fight."

The oil price surge is not a side effect. It's part of the deal. The Anchorage agreement is bearing fruit.

"Iran's energy infrastructure will continue to be targeted: oil refineries and power generation stations are potential targets."

Back during the Obama administration, the Israelis were pushing Obama to take military action against Iran and were warning that they would do it themselves if US didn’t.

There are no plans to target Iran’s oil industry, their national gas industry, or anything about their energy industry.

If these are Israeli strikes, these are local fuel depots.

The U.S. is targeting zero energy infrastructure.

This is a short-term disruption for the long-term gain...