JUST BEGINNING
AM ALERT 4/30/26
BREAKING: The House of Representatives has reauthorized the warrantless FISA surveillance program through 2029.
@GeneralMCNews
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BREAKING: Rep. Anna Paulina Luna has clarified that she decided not to vote for the FISA bill.
@GeneralMCNews
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BREAKING: The Texas Court of Appeals has blocked The Onion’s new attempt to take over Infowars, per Alex Jones.
@GeneralMCNews
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NEW - New data from Australian Bureau of Statistics shows Indian-born residents are now Australia’s largest foreign-born population, surpassing UK born residents, who had formed the largest single cohort of foreign-born residents at any one time, since 1901.
Read here: https://www.disclose.tv/id/g88nyzg9kq/
@disclosetv
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NEW - Slovakia’s Supreme Court upholds 21-year sentence, rejecting the appeal against terrorism charges for PM Robert Fico’s attacker, Juraj Cintula, who shot and seriously injured the PM in May 2024
Read here: https://www.disclose.tv/id/hahvajjeel/
@disclosetv
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NOW - U.S. Energy Secretary Chris Wright likens war with Iran to “killing the cancer that will kill you,” adding, “We’re not doing it just for America. We’re doing it for the world!”
@disclosetv
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NEW - Supreme Court limits use of race in redistricting in a 6-3 decision. The justices told states they can almost never consider race, like majority-black districts, when drawing maps to comply with Section 2 of the Voting Rights Act.
Read here: https://www.disclose.tv/id/fqo12oa3jf/
@disclosetv
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NOW - Met Police Chief says the man who stabbed 2 Jewish men in London, “has a history of serious violence and mental health issues,” and adds that “antisemitism is fueled by hateful and extremist ideologies,” from hostile states, extreme right and left, “all rooted in racism.”
MORE - An “Iran-linked Islamist group, Harakat Ashab al-Yamin al-Islamia (HAYI)” has claimed responsibility for the stabbing attack, as UK declares it a terrorist incident and Starmer calls an emergency COBRA meeting.
Read here: https://www.disclose.tv/id/st4knqw0w6/
@disclosetv
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NOW - FED Chair Jerome Powell says when he steps down he will still serve on the board, as a governor but “keep a low profile,” as he is concerned “about the series of legal attacks on the Fed” from the Trump Admin, that are “unprecedented in our 113 year history.”
Read here: https://www.disclose.tv/id/519ra8gotk/
@disclosetv
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NEW - European Investment Bank Chief, says EIB, a “non-profit institution,” is “the climate bank,” and that cities are increasing investment in the “green transition” to protect their citizens, “it’s about safety and security at the end of the day.”
Read here: https://www.disclose.tv/id/mbrgrqmha7/
@disclosetv
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NEW - California’s high-speed rail project is now estimated to cost $231 billion, nearly seven times the original 2008 estimate of $33 billion.
Read here: https://www.disclose.tv/id/22kd92gjiy/
@disclosetv
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NEW - The Pentagon is requesting $55 billion for drone and autonomous warfare in its fiscal year 2027 budget, increasing from $225 million for the previous year.
Read here: https://www.disclose.tv/id/b8mnb11ynr/
@disclosetv
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📝 🇺🇸 🗳 Christian Heiens on X pt2: The goal is to pull the median district as far to the Right as possible in order to put the Democratic Party in a position where political reality essentially forces it to moderate against its own will in order to remain competitive.
All parties exist in order to win. If the median district is a Trump +5 seat, then political gravity alone will slowly force new generations of Democrats to adapt to this reality so that they can win.
This is what happened to Republicans after the New Deal. We talk all the time about conservatives never conserving anything. The same principle can be applied in reverse. We want a world where Progressives can no longer “progress” us towards gay race communism because the political incentive structure no longer rewards it.
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President Trump on UFOs: “I’ve interviewed people, my first term primarily. But I interviewed some pilots, very solid people, and they said they saw things that you wouldn’t believe, so you’re going to be reading about it.”
@insiderpaper
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Trump says UAE decision to pull out of OPEC is great
@insiderpaper
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President Trump says US has ‘a shot’ at crewed Moon landing before end of his presidency
@insiderpaper
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BREAKING:
🇺🇸 Critical Status of US Missile Reserves
According to the Center for Strategic and International Studies (CSIS)
US strategic weapons reserves are in a critical condition after the war with Iran.
- Tomahawk Cruise Missile Consumption: 32%
Replenishment Time: 4 years
- JASSM Cruise Missile Consumption: 25%
Replenishment Time: 4 years
- PRSM Ballistic Missile Consumption: 44% to 77%
Replenishment Time: 4 years
- SM-3 Defense Missile Consumption: 31% to 60%
Replenishment Time: 5 years
- THAAD Defense Missile Consumption: 52% to 80%
Replenishment Time: 4.5 years
- Patriot Defense Missile Consumption: 45% to 60%
Replenishment Time: 3.5 years
@Megatron_ron
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🇺🇸🇮🇷 Why hasn’t Iran backed down?
Trump’s blockade aims to impose devastating shutdowns on Iran’s oil fields, but Tehran has overcome such situations before.
Over decades of sanctions, Iran has become a master at circumventing pressures. Contrary to Washington’s belief, physically blocking routes or official sanctions cannot completely stop Iran’s oil machine.
Iran has created capillary networks for selling and transferring energy that are virtually impossible for the Trump team to track and block.
Iranian engineers have developed advanced methods for managing well preservation under minimal production conditions.
In contrast, instead of backing down, Iran is using the Strait of Hormuz as leverage to raise the cost for Trump and now the prices of oil in the US are skyrocketing.
@Megatron_ron
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🏴🕋❌🇬🇧🕎 — Earlier today, a double stabbing, where two Jewish men were targeted, occurred in London, capital of the United Kingdom
➡️ According to British media, the two individuals are in critical condition, with at least one seriously injured with reported collapsed lungs and was reportedly treated with CPR at the scene.
🚁 One victim received CPR at the scene and was airlifted to hospital by helicopter
🇮🇱 Jewish community patrol group Shomrim helped detain the suspect before police arrived.
➡️ The antisemitic attack took place near a synagogue.
@BellumActaNews
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🇮🇷❌🇬🇧🇪🇺🕎 — IRGC-crafted Front group Harakat Ashab al-Yamin said it was responsible for the stabbing attack against two Jewish men in London today.
➡️ The group described the act of terrorism as “heroic” and called for further attacks against Jews in United Kingdom and Europe
➡️ Ashab al-Yamin urged individuals, particularly Muslims to carry out attacks, and attempts to frame such actions as defending Palestine and al-Aqsa Mosque.
➡️ It also lauded Cole Thomas Allen for his attempted assassination of President Trump.
@BellumActaNews
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🇬🇧❌🏴🕋 — Members of an Shia Islam-derived New Age sect have been arrested in the UK for slavery and forced marriages.
➡️ Over 500 police officers have raided the Ahmadi Religion of Peace and Light in Crewe, England.
➡️ British Police say members were arrested for human trafficking, sexual assault, rape, forced marriage, and modern-day slavery.
➡️ A total of six men and three women were arrested.
➡️ The Ahmadi Religion of Peace and Light (AROPL) is a religious sect that derives from Shia Islam and has charity status in the UK.
➡️ According to the Guardian, 150 people, 56 of them being children, live together in the gated property in Crewe.
📝 The leader of the group is Abdullah Hashem Aba Al-Sadiq, who claims to be the Qa’im Al Muhammad, an epithet for the Mahdi (the eschatological figure in Islam)
@BellumActaNews
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🇺🇸🇺🇸❌🇮🇷 — United States Central Command (CENTCOM) announces that the US blockade on Iran means there are now ‘41 tankers with 69 million barrels of oil that the Iranian regime can’t sell’, with a value of over $6 billion.
“Today, U.S. forces achieved a significant milestone after successfully redirecting the 42nd commercial vessel attempting to violate the blockade. This is a reflection of the outstanding work America’s sons and daughters in uniform are doing to prevent maritime commerce from entering or exiting Iranian ports. Right now there are 41 tankers with 69 million barrels of oil that the Iranian regime can’t sell. That’s an estimated $6 billion-plus from which Iran’s leadership cannot financially benefit. The blockade is highly effective and U.S. forces remain fully committed to total enforcement.”
Adm. Brad Cooper, CENTCOM Commander
@BellumActaNews
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⚠️🇻🇪🇬🇧 Delcy Rodríguez announces agreement with British oil company BP to boost Venezuelan gas https://bit.ly/4toGZIt
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🇺🇸❌🇮🇷 — POTUS Donald Trump about the blockade on Iranian ports:
“The blockade is genius. The blockade has been 100% foolproof. It shows how good our Navy is, I can tell you that. Nobody is going to play games. We have the greatest military in the world, and I built much of it during my first term—and we’ve been building it since.”
@BellumActaNews
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After the Iranian regime managed during the weeks of fighting to stabilize the local currency at around 1.5 million rials to the dollar, in recent days the Iranian currency has begun trading at sharply lower rates against the dollar in the markets in Iran.
Today, the Iranian currency traded at a rate of over 1.8 million rials to the dollar.
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Iran’s parliament speaker Ghalibaf:
3 days in, no well exploded. We could extend to 30 and livestream the well here.
That was the kind of junk advice the US admin gets from people like Bessent who also push the blockade theory and cranked oil up to $120+.
Next stop: 140. The issue isn’t the theory, it’s the mindset.
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🇺🇸🇲🇽⚡️- The Department of Justice charged the Mexican Governor of Sinaloa Rubén Rocha Moya and 9 other current and former Mexican officials with allegedly conspiring with leaders of the Sinaloa Cartel to import massive amounts of narcotics into the U.S.
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🇺🇸⚡️- BREAKING: Gas prices have spiked by $0.70-$0.90 in multiple states, including Illinois, Michigan, Indiana, and Wisconsin, according to GasBuddy.
Prices have risen to as high as $5 per gallon in a single day.
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🇺🇸🇮🇷⚡️- U.S. CENTCOM has asked to send the Army’s Dark Eagle hypersonic missile to the Middle East for possible use against Iran, according to Bloomberg.
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🇺🇸🇮🇷⚡️- The Trump Administration is asking countries to join a “Maritime Freedom Construct” that would see countries involved share information, coordinate diplomatically, and enforce sanctions to help reopen the Strait of Hormuz, according to the Wall Street Journal.
The MFC would be a joint effort between the U.S. State Department and CENTCOM
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🇺🇸⚡️- BREAKING: U.S. nationwide gas prices have reached an average of $4.30 per gallon, the highest since July 2022, according to GasBuddy live data.
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🇺🇸🇮🇷⚡️ — Nearly 2,000 ships and 20,000 sailors are still stranded in the Persian Gulf, unable to cross the Strait of Hormuz, which remains effectively closed.
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BREAKING:
Ukrainian drone attacks have struck Perm which is about 1,500 km from Ukraine, targeting oil infrastructure.
@Megatron_ron
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🇺🇸🇮🇷⚡️- Oil futures continue to rise, with Brent crude up over $126 per barrel and WTI over $110.
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🇩🇪⚡️- Germany’s unemployment rate reached 6.4%, the highest since the Covid-19 peak, which also was at 6.4%.
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🇪🇺⚡️- Eurozone inflation reached 3% in April and Q1 growth is at 0.1%. This means the Eurozone has officially re-entered a stagflation situation for the first time since 2023.
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🛢 “Why aren’t oil prices higher?” “How can the oil market be so complacent?”
Oil prices almost always trade to extremes. Right before it does, it always gets “obvious” from a fundamental setup standpoint.
I remember a great conversation I had with Nelson Wu of Open Square Capital about the oil market being analogous to toilet paper. You don’t realize how badly you need it until you run out of it.
Oil prices trade on the margin. As long as there are onshore inventories to draw from, traders don’t panic. It’s when you run low on onshore inventories that panic starts to set in.
Goldman published an update on Thursday that basically captured the storage math phenomenon that we are seeing:
Global visible total oil inventories remain bloated relative to historical standards. If, for example, we had started the conflict with global oil inventories at the 2025 lows, WTI and Brent would already be above $200/bbl.
The ~1.4 billion bbl cushion at the start of 2026 is what gave the US time to navigate the Iranian conflict without the oil market blowing up. It was also the same reason why at the beginning of the conflict, I wrote a piece titled, “Why Aren’t Oil Prices At $100?”
But fast forwarding 6-weeks later, the facts have changed. The conflict is ongoing, and that onshore cushion you are seeing in storage is nothing but a mirage. Even if the conflict ends this very second and everything returns to normal, that oil inventory is gone.
Vanished. No more.
In essence, the oil market really should be pricing forward balances as if we are already near 7.6 billion bbls, but it’s not, and this creates the biggest mispricing trade since the COVID lockdown (short oil) trade.
Oil traders, the physical guys, lack both the means and capabilities to drive financial prices higher. Financial markets are exponentially larger than the physical side, but there’s one quirk: expiry.
As the futures market approaches expiry, people who continue to hold the contracts are obligated to deliver the goods (literally). This mechanism will be tested first at the May WTI expiry, where the physical market is already quoted at a +$20 premium to financial prices. It will be tested again in the Brent expiry at the end of the month.
What will happen is that as we get closer to the expiry, market participants who are short have to cover because there’s no way in hell they can deliver the goods physically.
We are literally going to run out of available commercial crude storage. This will force the prompt month higher, which will suck in financial flows into the June contracts. This inflection point will shock market participants awake.
This is one of the main reasons why I’ve remained so calm over the past few weeks. The math is what it is. The Trump administration can jawbone oil prices all they want. Axios can publish whatever headlines it wants, but the reality will be swift and vicious. If you do not have the means to deliver the goods, you have to cover.