IRAN ATTACKS KUWAIT

AM ALERT 6/3/26

Israel’s Defense Minister: The IDF is considering additional maneuvers in Lebanon; about 600,000 out of the 950,000 residents of the Dahieh district, Hezbollah’s main stronghold in Beirut, have fled from there as of last night.

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Satellite images: Iran has placed obstacles near the ground nuclear site in Natanz - enough obstacles to make an operation difficult, but also ones that will allow it to enter the site in the future.

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Market expectations for a US-Iran agreement by the end of June have dropped from over 75% to only 27%. The chance of reopening the Strait of Hormuz now stands at just 22%. Kalshi traders estimate only a 52% probability of normal shipping traffic before October 2026.

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Marco Rubio says the U.S. will not give sanctions relief to Iran in exchange for reopening the Strait of Hormuz.

Secretary of State Marco Rubio on Iran:

If Iran wants to be able to move its oil again through the strait, they will have to reopen the straits.

If they refuse to do so, then we have other options available to us, but we would prefer to negotiate the opening of this.

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Marco Rubio says there are indications that Mojtaba Khamenei is alive and becoming increasingly involved in decision-making.

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IDF Arabic spokesman Avichay Adraee:

Last week, we issued an evacuation warning for areas in the city of Tyre following the terrorist activities of Hezbollah in the region and its violation of the ceasefire agreement. The evacuation warning did not include the Christian neighborhood in the city.

In recent times, the IDF has detected the activities of dozens of Hezbollah operatives within the Christian neighborhood. This is not the first time we have exposed Hezbollah’s activities from within Christian areas, as we believe these areas provide them with a safer haven.

To the Christian community in the city of Tyre: Hezbollah continues to operate within your surroundings. For your safety and security, we demand the removal of Hezbollah operatives from your areas.

To Hezbollah operatives in the city of Tyre: You are not safe there. If you continue to stay and operate within this area, the Army will issue orders to evacuate the Christian neighborhood and will take necessary measures against you.

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President Trump:

Fake News Reports that the Islamic Republic of Iran, and the U.S.A., stopped speaking a few days ago are false and erroneous. The conversations between us have been going on continuously, including four days ago, three days ago, two days ago, one day ago, and today. Where they lead, one never knows, but as I told Iran, “It’s time, one way or another, for you to make a Deal. You’ve been doing this for 47 years, and it cannot be allowed to go on any longer!” President DONALD J. TRUMP.

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Prime Minister Netanyahu:

The Mossad will continue to be at the tip of the spear in our struggle against Iranian aggression.

We will not allow the Iranian regime to turn back the wheel. We will not allow it to obtain a nuclear weapon. We will not allow it to threaten our existence.

This doomed regime — whose end will come — and we will help it reach that destination.

This regime will not return to threatening us with nuclear bombs and thousands of lethal ballistic missiles.

This is my directive — and this is your mission, Roman.

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BREAKING 🚨 President Trump says he is appointing William J. Pulte as the acting Director of National Intelligence.

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JUST IN - NYC Mayor Zohran Mamdani signed an executive order repealing bedtimes so that kids can watch the Knicks in the NBA Finals, no matter how late the games are — NYT

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⚡🇱🇧 The “ceasefire” did not last for longer than seven hours, as Israeli airstrikes continue in Southern Lebanon and ground incursions remain.

However, due to Trump’s call of Netanyahu, it is unlikely that Beirut will be bombed in the foreseeable future to prevent a large scale escalation.

@medmannews

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⚡🇮🇱🇱🇧 Israeli Defense Minister Israel Katz says “there is no ceasefire in Lebanon” and that the IDF will continue its operations “by all means.”

Katz said Israel’s long-term objective remains the disarmament of Hezbollah, as Israeli strikes continue across Lebanon and Iran warns residents of northern Israel to evacuate.

@medmannews

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⚡🇺🇸🇪🇺 The United States is reportedly discussing with several NATO members, including Poland and Baltic states, whether to deploy nuclear weapons to additional sites across Europe, according to the Financial Times.

The move would be aimed at reassuring allies that reduced U.S. conventional military support in Europe does not weaken security guarantees against Russia.

The talks are said to include possible deployments beyond the six countries currently hosting nuclear-capable assets: Belgium, Germany, Italy, the Netherlands, Turkey, and the United Kingdom.

@medmannews

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⚡🇱🇧🇮🇱 Lebanon’s Health Ministry says 3,468 people have been killed and 10,577 others wounded since the start of Israeli attacks three months ago.

@medmannews

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— 🇮🇶/🇮🇶 NEW: The Iraqi Shiite militia ‘Asa’ib Ahl Al-Haqq’ announces it will integrate fully with the Iraqi Armed Forces

They are the second militia to do so, following Saraya Al-Salam led by Muqtada Al-Sadr.

Iraq now has a proper government and ISIS is no longer around, so many of these militias see no purpose in being independent.

@Middle_East_Spectator

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🇮🇷🇺🇸🇮🇱⚡️— Iranian officer says renewed war with U.S. seems “inevitable” as Israel, Hezbollah keep fighting - CBS

A senior Iranian military officer said Tuesday that a return to hostilities in the war with the U.S. seems “inevitable,” as “the Iranian nation will never surrender.”

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🇮🇳🇵🇰⚡- Gunfire heard along the Line of Control in the Jammu and Kashmir region.

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❗️🇯🇵📉 - Japanese bond and currency face collapse as concerns over Takaichi’s lack of fiscal discipline mount.

➡️ Japan spent $73 billion on the forex market to defend the yen from the 160 per dollar level. The 4th intervention in as many years failed to bring lasting relief, the yen subsequently fell back to the pre-intervention level.

➡️ Japanese 30-year bond yield has been on a tear, hitting an all time high of 4% in May 2026.

➡️ Japan has a high net debt to GDP ratio of ~130%. Prime Minister Takaichi is looking to add even more debt to fund several ambitious programs: remilitarization, investment into semiconductor manufacturing, populist welfare...

Japan holds $1.24 trillion in US Treasuries, the largest foreign holding in the world. A potential crisis in Japan could trigger a selloff and bring turmoil to the US financial system.

@GeoPWatch

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🇮🇱 Israeli president, Isaac Herzog, explains that the reason Israel invaded Gaza, Lebanon, Syria and bombed Iran was to feel safe, not to conquer land and subdue other nations

“Contrary to so much of what is spoken, Zionism does not run counter to the ethical principles that define us, on the contrary, Zionism is the ultimate test of their coherence.

We, the Jewish people, have sought through the Zionist project to secure what every other nation and people take for granted: the right to take our destiny in our hands in a secure and defensible national home.

Our ambition has never been for conquest but for safety and we carry the moral calling which has defined our people throughout the ages, to be a source of creativity, blessing and ethical purpose for the world at large”

🔗 Chris Menahan 🇺🇸 (@infolibnews)

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— 🇮🇷 NEW: The Persian Gulf Strait Authority (PGSA) has released statistics of ships that have crossed the Strait of Hormuz in recent weeks

Since the establishment of the PGSA, more than 300 non-Iranian ships have crossed the Strait of Hormuz in coordination with Iran and after paying tolls.

Out of these ships, 42% were oil tankers, 27% bulk carriers, 11% container ships, 8% LNG ships, and 13% other types of vessels.

For ships entering the Persian Gulf, the four most common destinations were the UAE, Qatar, Iraq and Kuwait.

For outbound ships, the most common final destination was China, followed by India, then other Asian countries, Europe, and Africa.

@Middle_East_Spectator

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🇩🇪⚡️ — Poverty in Germany has reached its highest level since comparable records began in 2020, according to the Parity Welfare Association.

13.34 million people — or 16.1% of the population — were living in poverty in 2025, up from 15.5% the previous year.

The number of people in poverty has increased by around 1.2 million since a low point in 2023, with the association describing the situation as “crisis-like.”

Single parents, people living alone, young adults aged 18 to 25, and those over 65 were identified as the groups most affected.

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📈 Copper and Aluminum Power Higher on Global Demand, War Outlook

Copper climbed closer to $14,000 a ton and aluminum surged to its highest in more than four years as the unresolved conflict in the Middle East and optimism over demand powered gains.

Aluminum gained 1.7% to trade at $3,778.50 a ton on the London Metal Exchange by 2:42 p.m. in Shanghai, marking an advance of more than 25% this year. Copper rose 0.8% to $13,945 a ton.

Metals have made a strong start to June, fueled by bets on tighter global supply. Aluminum availability is under pressure as the US struggles to resolve its war with Iran, while copper traders are bracing for a crunch tariff decision by the Trump administration. Metals are also benefiting from bets on assets linked to artificial intelligence and the energy transition.

In a sign of tighter markets, cash aluminum contracts on Monday traded at the biggest premium over three-month futures since 2007, reaching as high as $113 a ton. That gap — which widened on Tuesday — points to a growing call on near-term supply.

🔗 https://www.bloomberg.com/news/articles/2026-06-02/aluminum-advances-to-four-year-high-on-tighter-global-market

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🇺🇸🚜 US Cuts Agricultural Equipment Tariffs on Rising Farm Costs

The White House said it will reduce tariffs on agricultural equipment, such as combines and harvesters, in order to reduce costs for US farmers and manufacturers.

Under a proclamation issued late Monday, those tariffs would drop to 15% from 25%. Foreign companies could qualify for a lower 10% duty rate if capital equipment contains at least 85% US steel or aluminum, according to a White House fact sheet.

The concession takes effect June 8 and would run through the end of 2027.

Globally, aluminum buyers have been shaken by the closing of the Strait of Hormuz and the turmoil in the Persian Gulf, which accounts for nearly 10% of global supply. Diesel fuel prices have also sharply risen since the US and Israel launched a war with Iran, while companies like Deere & Co., the maker of iconic green farm machinery, last month faulted soaring fuel and fertilizer costs for sluggish tractor sales.

🔗 https://www.bloomberg.com/news/articles/2026-06-02/us-cuts-agricultural-equipment-tariffs-citing-rising-farm-costs

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🇺🇸 Gold overtakes US bonds as world’s favourite investment

The share of gold in central banks’ official holdings of foreign currencies climbed to 27pc last year, surpassing US Treasuries at 22pc, according to a report from the European Central Bank (ECB).

Gold’s soaring price is the main reason for its newfound dominance of central banks’ foreign reserves. The cost of a troy ounce rose by 65pc last year, finishing 2025 at a near-record $4,322 (£3,209).

https://finance.yahoo.com/markets/commodities/articles/gold-overtakes-us-bonds-world-111912880.html

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🚢🛢 Persian Gulf Oil Tanker Traffic May Never Fully Recover

Oil and gas traffic via the Strait of Hormuz may never go back to pre-war levels if Iran cements its hold over the chokepoint. The warnings come from several unrelated sources as the war continues to drag on, with some recovery in traffic but nowhere near pre-February 28 levels. Meanwhile, Big Oil is warning that the looming supply shortage is about to hit global markets in weeks.

“No matter what happens, the Iranians will control the Strait of Hormuz for the foreseeable future,” Amos Hochstein, senior national security and energy advisor to President Biden, told CNBC last week. “It doesn’t even matter what the deal says. Everybody in the region believes that.”

While the negotiations drag on, expectations that Iran will remain in de facto charge of the Strait of Hormuz appear to be strengthening. “Any end to the conflict that leaves Iran exercising operational control and influence over the Strait will result in appreciably lower flows through the waterway in our view,” RBC Capital Markets’ Helima Croft said in a recent note, as quoted by CNBC.

The Wall Street Journal, meanwhile, reported last week that the U.S. Navy was “quietly coordinating vessel crossings through the Strait of Hormuz”, as divulged by unnamed sources from the Pentagon. However, these crossings are still nowhere near pre-war traffic levels and do not seem to exclusively involve tankers, contributing to expectations of a prolonged tanker traffic disruption—or even a whole new normal in tanker traffic from the Middle East.

According to the editor-in-chief of Lloyd’s List, Strait of Hormuz traffic could rebound to between 60% and 70% of pre-war levels eventually, but not all vessels would be treated equally. Chinese ships will likely enjoy preferential treatment from the Iranian forces that control the Strait, Richard Meade said, as quoted by CNBC, while Western vessels would need to pay for the right of passage via the strait.

“This doesn’t trigger a recession in the way that some of the doomsday scenarios that we’ve talked about before might suggest, but it does not allow the prewar rebound,” Meade said, adding, however, that “It produces something more insidious. A permanently bifurcated strait where access is a function of political alignment, not freedom of navigation.”

While analysts issue warnings and predictions, Big Oil is sounding an inventory alarm. In the past few days, senior executives from Exxon and Chevron both warned the world’s oil supply is about to start running out in just a few weeks, regardless of what happens between Iran and the United States.

🔗 https://finance.yahoo.com/sectors/energy/articles/persian-gulf-oil-tanker-traffic-000000353.html

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🇷🇺🛢✈️ Russia Bans Jet Fuel Exports as Attacks on Refineries Intensify

Russia banned exports of jet fuel through end-November to avoid shortages at home after Ukraine intensified attacks on the nation’s refineries.

The decision, which will have little impact on international fuel markets, comes after drone strikes on refineries pushed Russia’s crude-processing rate to the lowest in more than 16 years. In an effort to curb the flow of petrodollars into the Kremlin’s coffers, Ukraine has targeted a wide range of energy assets including sea ports and pipelines.

“The goal of the decision is to ensure a stable situation in the domestic fuel market,” the government said on its website.

Russia isn’t a major player on the world’s jet fuel market. Last year, it exported an average of 30,000 barrels a day, or less than 2% of the global supplies, according to data compiled by Bloomberg from analytics firm Vortexa Ltd. Daily average exports slipped to 28,000 barrels in the first four months of 2026, with Turkey being the main buyer, the data show.

🔗 https://www.bloomberg.com/news/articles/2026-06-01/russia-bans-jet-fuel-exports-as-attacks-on-refineries-intensify

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🇨🇳🇺🇸 According to data from the World Bank, the share of people living in poverty in the United States is now greater than the share of people living in poverty in China.

China has managed to eradicate poverty while the U.S. stagnated and is increasingly sending more Americans into poverty.

@CIG_telegram

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🇨🇳🇺🇸 According to data from the World Bank, the share of people living in poverty in the United States is now greater than the share of people living in poverty in China.

China has managed to eradicate poverty while the U.S. stagnated and is increasingly sending more Americans into poverty.

@CIG_telegram

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🇺🇸 White House Correspondents Association President Weijia Jiang announced today that the rescheduled White House Correspondents Dinner will take place on July 24, 2026. In a post on his Truth Social app, U.S. President Donald J. Trump announced that it will take place at the Waldorf Astoria on Pennsylvania Avenue.

📎 OSINTdefender

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🇺🇸 Nick Fuentes says he may leave the US if Democrats win in 2028.

“I think I would leave on a temporary basis just to see what happens.”

📎 AF Post

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🇬🇧⚡️- Protests have emerged in Southampton after the bodycam footage of Henry Nowak’s last moments and the responding police malfeasance leading to his death was released.

The footage shows riot police pinning down a protester and repeatedly kicking the subdued man in the head.

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🇺🇸🇮🇷🇰🇼⚡️- BREAKING: BALLISTIC MISSILES LAUNCHED AGAINST ALI AL SALEM AIR BASE!

🇺🇸🇮🇷🇰🇼⚡️- Initial reports of ballistic missile impacts near Ali Al Salem Air Base in Kuwait

🇺🇸🇮🇷🇰🇼⚡️- BREAKING: Iran targeted both Ali Al Salem Air Base and Camp Arifjan in a single attack. It is not known if any impacts occurred, though it seems likely.

The US and Iran have been exchanging small-scale strikes over Qeshm Island and Kuwait in recent days, but this attack is much larger; likely a newfound doctrine from the IRGC to one-up American strikes on Qeshm.

🇺🇸🇮🇷🇰🇼⚡️- “Two large explosions, feels like they’ve hit something.” - A local tells Rerum Novarum.

🇮🇷🇧🇭⚡️- BREAKING: ALERTS IN BAHRAIN!

🇮🇷🇮🇶⚡️- BREAKING: Reports indicate that the Iranian Air Force carried out airstrikes on Kurdish positions in Erbil, Iraqi Kurdistan.

🇺🇸🇮🇷⚡- “The era of ‘hit and run’ is over.

Any foolishness will be met with a seismic response that goes beyond established rules and boundaries,” - Iran’s IRGC.

🇺🇸🇮🇷⚡- Iran’s IRGC says the attacks on Kuwait and Bahrain were in response to the US attacks on Qeshm Island in the Gulf earlier today.

🇮🇷⚡- BREAKING: Initial reports of an Iranian strike on a vessel in the Strait of Hormuz.

🇮🇷⚡- The IRGC confirms it struck a vessel called PANAYA in the Strait of Hormuz, in response to an alleged US attack on an Iranian tanker yesterday.

🇮🇷⚡- Explosions on Iran’s Qeshm Island in the Gulf.

🇺🇸🇮🇷⚡️- U.S. forces successfully defeated multiple Iranian ballistic missiles and drones, and conducted self-defense strikes on Qeshm Island in response to attempted attacks by Iran across the Middle East.

Iran launched several ballistic missiles toward regional neighbors; however, all failed to hit their intended targets. Two Iranian missiles fired at Kuwait fell short or broke apart enroute, and three missiles launched at Bahrain were immediately intercepted by U.S. and Bahrain air defense forces,” - US CENTCOM.

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🇺🇸🗳⚡️- Tonight’s primary election in New Jersey are bringing expected results however in the 12th Congressional district primary race the DSA endorsed Adam Hamawy, who was a translator and defense witness for the terrorists who bombed the World Trade Center in 1993, is currently ahead with 50% of the vote counted.

🇺🇸🇵🇸⚡️- Adam Hamawy is the winner of the New Jersey 12th Congressional district Democrat primary.

Hamawy, a witness for the defense of the 1993 World Trade Center bombing terrorists and volunteer for an Al Qaeda front group in Bosnia, came out on top in an extremely crowded primary running solely on the Gaza issue. He had spent time in Gaza as a trauma surgeon.

🇺🇸🗳⚡️- Tonight’s all important California jungle primary will also show if a Republican will advance to the general election and if Spencer Pratt will advance in the Los Angeles Mayoral race.

🇺🇸🗳⚡️- Polls have closed in California, now begins the weeks long counting process in the “wealthiest” state in the country.

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🇺🇸🇮🇷⚡️-”An additional wave of Iranian drones attempting to attack U.S. forces in Kuwait failed to impact intended targets tonight. U.S. Central Command air defenses successfully downed multiple drones and ensured no American personnel or assets were harmed.” - US Central Command.

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Global food price inflation is accelerating:

Thailand’s white rice prices surged +20% in May, the biggest monthly increase in data going back to 2008.

This benchmark used for Asian rice prices has surged +26% since April, to ~$480 per ton, while Chicago rice futures prices jumped +15% last month.

Rice is a staple food for over half the global population, estimated at 3.5 to 4 billion people.

Prices are expected to rise even further with fertilizer prices experiencing more pressure, as rice is a fertilizer-intensive grain.

Nitrogen fertilizer prices in Thailand, Cambodia, and the Philippines have soared up to +50% since the start of the Iran War in February.

Food price pressures are intensifying globally.

(@TheKobeissiLetter)

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BREAKING - Khamenei adviser vows ‘deluge of missiles’ if new US attack on Iran

READ: https://t.co/Vwf7tjbNdD

Follow @InsiderPaper for more news

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🇮🇷🇰🇼⚡️- Iranian drones severely damaged multiple facilities and caused numerous injuries at Kuwait International Airport in their latest attack, according to Kuwait’s Civil Aviation Authority.

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🇰🇼🇮🇷 - Kuwait Ministry of Foreign Affairs announced the death of one person in the attack on Kuwait International Airport.

🇰🇼🇮🇷 - Kuwait Health Ministry reports they treated 63 injuries in relation to the airport attack.

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Mohsen Rezaei, an adviser to Iran’s supreme leader on X:

“Neither in negotiations nor in the ceasefire process will we give excessive concessions to America. The response to any attack, aggression, or missile strike is missile retaliation and persistence. History does not turn back, and the aggressor will be swiftly punished.”