Forwarded from Rerum Novarum // Intel, Breaking News, and Alerts 🇺🇸
🇳🇪⚡- Niger's counter terrorism forces from a fourth region, Tillaberi, have arrived in Niamey.
It's currently unknown if they are in Niamey to join the ongoing coup attempt, or to protect the junta from falling.
Note, Tillaberi, west Niger, is yet another Islamic State dominant region.
It's currently unknown if they are in Niamey to join the ongoing coup attempt, or to protect the junta from falling.
Note, Tillaberi, west Niger, is yet another Islamic State dominant region.
/CIG/ Telegram | Counter Intelligence Global
Our intelligence shows major efforts to game energy markets. U.S. Govt elements use gullible media to influence prices for personal gain and keep POTUS mired in a losing war.
Israel-aligned actors also promote war with rosy assessments.
U.S. consumers feel the real bottom line.
Axios and more recently, Bloomberg, have reported on a "increase" of oil being shipped through the Strait of Hormuz, with Axios claiming as many as 16 million barrels/day while Bloomberg claimed 8 million barrels/day crossing the strait.
However, satellite imagery doesn't confirm any of the claims. To be able to meet Bloomberg's 8 million barrel/day figure, 4 VLCCs (Very Large Crude Carrier) with a capacity of 2 million barrels each, crossing the Strait of Hormuz every day. Problem is only a small number of the ships crossing the Hormuz are VLCCs with the majority being smaller crude carriers (coastal tankers, Afra and Suez-maxers) which can't carry more than 1 million barrels and they usually transport other petrochemical and petroleum products like naphta, ethylene, butene, heating oil, bitumen, asphalt, petroleum coke etc.
TankerTrackers which uses satellite imagery to count the ships crossing the Strait of Hormuz concluded that no more than 4 million barrels/day of crude oil passes through the Hormuz and a significant part of that is Iranian oil which is being blended with Iraqi oil in ship-to-ship transfers from sanctioned to unsanctioned tankers to evade the U.S. blockade.
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Vehicles are being held up while they wait for the situation in the capital to develop.
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It appears that the junta has lost control over part of the army
Many units are on their way to the capital, which will take time, and the final outcome could change before they arrive
General Tiani, chairman of the military council, and a group of presidential guards loyal to him are barricaded inside the presidential palace and are attempting to repel the coup plotters
The coup plotters control most of the strategic axis and sites in the capital, including the airport.
Other reports suggest that they are negotiating with the Russians (i assume they want them to not try to protect the power in place) and are preparing to launch a major offensive on the presidential palace if the general refuses to surrender.
The Nigerien government has lost control over a significant portion of the army
Both sides (loyalists and mutineers) are contacting various units to try to get them to join their side by asking them to return to the capital
One notable detail: National Gendarmerie does not seem to be responding and is not leaving its barracks for a reason that remains unknown at this time
It’s somewhat of a race against time to rally the bulk of the troops to one side or the other, even though the situation could be resolved before the units arrive in the capital
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At least 7 buildings burned, while multiple other locations were attacked in Kiev, including a warehouse (50.438615, 30.303787) and two places in the Podol district (50.478429, 30.503325 and 50.481621, 30.484807)
Also, we have now clear views of destroyed warehouses in Borispol (Boryspil) (image 4).
Ukraine has run out of PAC-2 interceptors over a month ago and the inactivity of its Patriot systems is showing.
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Forwarded from Geopolitics Watch (Doha)
This AI-enabled network is designed to counter drones, aircraft, and ballistic missiles, with a projected delivery timeline of 35 months and a requirement for 25% Greek industrial participation.
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Forwarded from Geopolitics Watch (Doha)
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/CIG/ Telegram | Counter Intelligence Global
Petrol was on sale at fewer than a third of Russian filling stations this month, and the Ukrainian supermarket chain ATB began capping purchases on August 28 due to Russian drone attacks.
Ukraine has launched a total of 21 strikes against Russia’s oil refineries in August. Russia has retaliated by trying to systematically destroy Ukraine’s retail infrastructure, which has started to empty the shelves. The largest store operators announced on August 28 they are freezing pay and cancelling bonuses.
The 48 hours to Saturday morning Ukraine hit a Magnit hypermarket outside Moscow, a first for the chain, along with three retail and e-commerce warehouses in Rostov region.
Russia cut power to more than 300,000 people in Nikolaev, burned 125 tonnes of grain on lorries outside Izmail, and destroyed a Fozzy hypermarket at Vishnnyovoe. As this series has tracked since the campaign against the civilian economy began, the conflict has moved from a war of attrition to a total war after Russian President Vladimir Putin warned Ukraine it had opened a “Pandora’s box” by targeting Russian retail assets.
On August 28 drones hit the Slavneft-YANOS refinery in Yaroslavl, about 700 km from Ukrainian territory, where the general staff confirmed a fire and said the extent of damage was still being assessed. It was the eighth strike on that plant this year. Perm lost about 74% of its capacity to a strike on August 21, its second this year; NORSI at Nizhny Novgorod went down on August 26; and with Volgograd already offline every major Lukoil refinery in Russia stopped processing.
In Ukraine, From August 28 ATB began limiting customers to six units or six kilogrammes of a given product per receipt, nationwide and online, on eggs, canned fish and meat, oils, vinegar, starch, grains, pasta, cereals, salt, baking soda, sugar and dry groceries. This is not rationing and should not be reported as such. ATB's own explanation is that individual customers were buying in bulk to resell, stripping shelves locally, on top of the damage to its warehouses. Its representative said flatly that "there is no shortage of products in the stores". Silpo has introduced no comparable limits and has told customers not to panic.
Supermarket chain the Fozzy Group, which runs Silpo, Fora, Fozzy and Thrash!, said on August 28 that ten of its distribution centres had been damaged in August alone, that a Silpo supermarket in Krivoy Rog had been destroyed, and that it was freezing hiring, cancelling the autumn salary review and Q3 and Q4 bonuses, and suspending voluntary medical insurance from October 1.
Fozzy's own hypermarket and production facilities at Vishnyovoe, on the western edge of Kyiv, were hit on August 28. The store halted operations with the scale of damage still being assessed and nobody was hurt. It was part of a wider night: Kiev regional head Tymur Tkachenko counted 14 warehouse premises damaged across five districts, along with 16 private houses, three apartment blocks and 16 vehicles. One warehouse held the stock of the bookshop Readeat and the publisher Vivat, which suspended shipments.
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According to my sources, the airport is still under the control of the mutineers.
I understand that MISIN (the Italian troops deployed at Base 101) is safe and sound, although no official statement has been made regarding them.
Russian mercenaries are reportedly being held in custody (or simply locked up—it’s unclear) by the mutineers who still control Base 101 (next to the Diori-Hamane Airport)
Negotiations between the Russians and the mutineers are reportedly underway regarding their situation, but also to keep them out of the intra-military tensions and prevent them from interfering in the coup.
There is talk of about ten prisoners; the Russian presence in Niger numbers a few hundred people.
The units currently deployed are still heading toward Niamey; the situation should become clearer in the coming hours.
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Casus Belli (@casusbellii) on X
🇳🇪🚨| UPDATE :
It is past 3:30 p.m. in Niamey, and the situation remains uncertain.
According to my sources, the airport is still under the control of the mutineers.
I understand that MISIN…
It is past 3:30 p.m. in Niamey, and the situation remains uncertain.
According to my sources, the airport is still under the control of the mutineers.
I understand that MISIN…
Forwarded from 🇻🇪Venezuela Network Report | Intel, Urgent News and Archives | TOTAL CHAVISTA DEATH Edition
The Chavista regime's party shows its full support for the signing of the oil agreement between Trump and Delcy
The United Socialist Party of Venezuela, faithful to its historical commitment to national sovereignty and the well-being of the people, expresses its full backing for Comrade Delcy Rodríguez, the acting president of the Republic, regarding the agreements signed with the United States government in the energy sector
#Archive
The United Socialist Party of Venezuela, faithful to its historical commitment to national sovereignty and the well-being of the people, expresses its full backing for Comrade Delcy Rodríguez, the acting president of the Republic, regarding the agreements signed with the United States government in the energy sector
#Archive
/CIG/ Telegram | Counter Intelligence Global
Venezuela has now confirmed that the agreement covers 65 billion barrels of oil across 17 fields, with the US receiving "majority control."
At current WTI crude oil prices of ~$83/barrel, those reserves have a gross market value of ~$5.4 trillion.
Reports indicate the deal includes 100-year rights to develop the fields, while the US will receive 55% effective output, along with an ownership stake and rights to purchase oil at cost.
At 55%, that would correspond to ~35.8 billion barrels of effective output.
At today’s oil prices, that amount of crude alone has a gross market value of ~$3 trillion.
That said, Venezuela primarily produces heavy, sour crude, which typically trades at a meaningful discount to benchmark oil prices and requires more expensive production, blending, and refining.
Even assuming an illustrative $25-$35 of net economic value per barrel after discounts and development/operating costs, ~35.8 billion barrels could represent up to ~$1.25 trillion of cumulative economic value over the life of the fields.
This includes a $100 billion investment to develop these fields, while Venezuela estimates the projects will generate $209 billion in tax revenue for the country.
This is one of the biggest energy deals in history.
📎 KobeissiLetter
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The Kobeissi Letter (@KobeissiLetter)
The numbers behind the US-Venezuela oil deal:
Venezuela has now confirmed that the agreement covers 65 billion barrels of oil across 17 fields, with the US receiving "majority control."
At current WTI crude oil prices of ~$83/barrel, those reserves have…
Venezuela has now confirmed that the agreement covers 65 billion barrels of oil across 17 fields, with the US receiving "majority control."
At current WTI crude oil prices of ~$83/barrel, those reserves have…
📝 🇺🇸 🇻🇪 Venezuela pumps about 1 million b/d. Even if these 17 fields alone reached 2 million b/d, twice the whole country’s output today and 58% of its 1997 peak, the US share of 1.1 million b/d would take 89 years to lift 35.8 billion barrels.
$1.25 trillion over 89 years is $14 billion a year. Discounted at 10%, generous for a sovereign in default since 2017 that nationalized Exxon’s and Conoco’s Orinoco projects in 2007, that stream is worth about $140 billion today. Under 3% of the headline, before the $100 billion of capex that gets spent first. Double the production assumption and you reach 5%.
Big face value, 89-year duration, a counterparty with a default history, an interim government’s signature. Great strategic deal for the SPR. As an asset, it is a distressed claim with a century-long workout, not a $5 trillion windfall.
📝 Carolina Lion: "They still can only export about 1.25 million barrels per day. You need to expand and modernize the infrastructure to do more than that."
📎 Cristiano Augusto Tofani
$1.25 trillion over 89 years is $14 billion a year. Discounted at 10%, generous for a sovereign in default since 2017 that nationalized Exxon’s and Conoco’s Orinoco projects in 2007, that stream is worth about $140 billion today. Under 3% of the headline, before the $100 billion of capex that gets spent first. Double the production assumption and you reach 5%.
Big face value, 89-year duration, a counterparty with a default history, an interim government’s signature. Great strategic deal for the SPR. As an asset, it is a distressed claim with a century-long workout, not a $5 trillion windfall.
📝 Carolina Lion: "They still can only export about 1.25 million barrels per day. You need to expand and modernize the infrastructure to do more than that."
📎 Cristiano Augusto Tofani
/CIG/ Telegram | Counter Intelligence Global
📝 🛢 🇻🇪 Reserves ≠ Production
Venezuela already sat on 303 billion barrels, the largest proven reserves on earth, and pumped 1.12 million b/d in July, about 1% of world supply and one third of its 1997 peak.
The 65 billion barrels are 21% of reserves Venezuela had already booked. Booking is not producing. Orinoco crude is extra heavy, under 10 API, and needs upgraders or imported diluent before it can even move; the existing upgraders have run far below nameplate for years.
Guyana, the fastest large development in modern history, took four years from discovery to first oil and about ten to reach 0.9 million b/d, in light offshore crude with one operator and a stable contract. Chevron, the biggest operator actually on the ground in Venezuela, is at 280,000 b/d and targets up to 50% more by end-2028. Roughly 140,000 b/d in two years.
📎 Cristiano Augusto Tofani
Venezuela already sat on 303 billion barrels, the largest proven reserves on earth, and pumped 1.12 million b/d in July, about 1% of world supply and one third of its 1997 peak.
The 65 billion barrels are 21% of reserves Venezuela had already booked. Booking is not producing. Orinoco crude is extra heavy, under 10 API, and needs upgraders or imported diluent before it can even move; the existing upgraders have run far below nameplate for years.
Guyana, the fastest large development in modern history, took four years from discovery to first oil and about ten to reach 0.9 million b/d, in light offshore crude with one operator and a stable contract. Chevron, the biggest operator actually on the ground in Venezuela, is at 280,000 b/d and targets up to 50% more by end-2028. Roughly 140,000 b/d in two years.
📎 Cristiano Augusto Tofani
/CIG/ Telegram | Counter Intelligence Global
📝 🛢 🇻🇪 Reserves ≠ Production Venezuela already sat on 303 billion barrels, the largest proven reserves on earth, and pumped 1.12 million b/d in July, about 1% of world supply and one third of its 1997 peak. The 65 billion barrels are 21% of reserves Venezuela…
📝 🛢 🇺🇸 For the “65 billion barrels” to be developed, Trump will have to rely heavily on U.S. and international oil companies, particularly the majors.
According to Rystad Energy, Venezuela would require at least $183 billion in investment to raise oil production to 3 million barrels per day by 2040.
But international oil companies cannot simply be compelled to invest in Venezuela. Capital will flow to projects offering the most attractive risk-adjusted returns.
Oil frontiers such as Guyana, Brazil and Namibia generally offer significantly lower project breakevens, making them potentially more attractive destinations for major oil companies that ultimately have to justify their investment decisions to shareholders.
📎 OilPrice.com
According to Rystad Energy, Venezuela would require at least $183 billion in investment to raise oil production to 3 million barrels per day by 2040.
But international oil companies cannot simply be compelled to invest in Venezuela. Capital will flow to projects offering the most attractive risk-adjusted returns.
Oil frontiers such as Guyana, Brazil and Namibia generally offer significantly lower project breakevens, making them potentially more attractive destinations for major oil companies that ultimately have to justify their investment decisions to shareholders.
📎 OilPrice.com