New Rules
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New Rules examines the geopolitical, economic, ideological trends changing the world.

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๐Ÿšจ๐Ÿ‡จ๐Ÿ‡ณ U.S. IN PANIC: CHINA DEPLOYS WORLDโ€™S FIRST DRONE CARRIER INTO SOUTH CHINA SEA

The People Liberation Army Navy has just sent the revolutionary Type 076 Sichuan โ€” the first warship on Earth built primarily to launch and control swarms of unmanned aircraft โ€” on its very first cross-regional training mission deep into the South China Sea.

๐Ÿ”ธ Completely unique design with no direct analogues worldwide: hybrid drone carrier that also doubles as a powerful amphibious assault ship.

๐Ÿ”ธ Expected to operate 28-35 aircraft, initially centered on strike and reconnaissance UAVs but with expanding air-to-air drone capabilities on the horizon.

๐Ÿ”ธ After successful sea trials starting November 14, 2025, now rigorously testing all onboard systems in the South China Seaโ€™s demanding climate and complex sea conditions.

๐Ÿ”ธ Future drills will integrate carrier-based aircraft, helicopters, and amphibious forces โ€” with strong speculation of a Taiwan Strait transit.

๐Ÿ”ธ Rapid progress marks Beijingโ€™s aggressive leap in unmanned naval power, forcing the US and allies to confront a new reality in the Pacific

Do you think the US can catch up?

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๐Ÿšจ๐Ÿ‡บ๐Ÿ‡ธ U.S. Food Inflation Is Accelerating โ€” And the Worst May Be Ahead

Average inflation for food and beverage companies in the United States surged +7.9% YoY in March 2026 โ€” the sharpest jump recorded in at least 12 months, up โ€œ373 bpsโ€ from +4.2% in February.

The biggest price spikes were recorded in:

๐ŸŸ  Tomatoes โ€” up +102% YoY

๐ŸŸ  Vegetables โ€” up +90% YoY

๐ŸŸ  Diesel โ€” up +88% YoY

Much of this surge is being driven by higher fuel costs, but analysts warn the full impact hasn't hit yet โ€” fertilizer and plastic prices are still working their way through the supply chain.

Urea prices (the world's most-used nitrogen fertilizer) have doubled since February, now sitting at ~$900 per metric tonโ€” the highest level since 2022. As fertilizer costs rise, farmers will eventually pass them on as higher wholesale prices, which then land on grocery store shelves.

Meanwhile, official US Bureau of Labor Statistics (BLS) data for March 2026 shows the overall food CPI rose 2.7% YoY, with tomato prices up 22.6% YoY and a 15.3% monthly spike in March alone.

While the official Consumer Price Index (CPI) shows a moderate increase, the much sharper rise in industryโ€‘level inflation suggests that pipeline cost pressures are building. With urea prices doubling since February and the Strait of Hormuz disruption tightening fertilizer supply, further food price hikes may be coming.

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๐Ÿšจ๐Ÿ‡ท๐Ÿ‡บ๐Ÿ‡บ๐Ÿ‡ธU.S. NAVYโ€™S WORST NIGHTMARE: RUSSIAโ€™S UNMATCHABLE TITANIUM SUB FLEET

The U.S. Navy just got reminded why Russiaโ€™s Sierra-class titanium-hulled attack subs remain a deep-sea nightmare they never solved. A senior American engineer who worked every U.S. nuclear sub program from the 1950s-90s admitted it outright: Russia beat them on titanium construction. Not because America couldnโ€™t try โ€” but because the cost and complexity were too brutal.

๐Ÿ”ธ Titanium pressure hulls let Sierras dive beyond 550m, sprint near 34 knots, and carry near-zero magnetic signature โ€” shredding U.S. MAD and passive sonar advantages

๐Ÿ”ธ One Sierra I (Kostroma) literally took out a Los Angeles-class sub in 1992: collided underneath USS Baton Rouge in the Barents Sea, wrecked her ballast tank, sent her home for good. Russians painted a โ€œkill markโ€ on the sail.

๐Ÿ”ธ Double-hull titanium design shrugged off damage the steel U.S. boats couldnโ€™t โ€” while Akula steel production scaled for numbers, Sierras were boutique killers built for hunting Ohio-class boomers.

๐Ÿ”ธ Even today, the two active Sierra II boats (Pskov & Nizhny Novgorod) remain some of the hardest-to-find nuclear attack subs afloat โ€” 35+ years old but still forcing NATO to rewrite Anti-Submarine Warfare (ASW) playbooks.

The West bet on quieter steel boats and fancy torpedoes. Russia bet on raw structural superiority and depth.

Do you think the US will ever be able to match the power of the Russian submarine fleet?

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๐Ÿšจ๐Ÿ‡จ๐Ÿ‡ณ โ€œWhoever controls low Earth orbit will define the future world orderโ€ - China's Answer to Starlink Is Not a Business, It's a Shield

When US forces raided Caracas, Starlink restored connectivity in hours without Venezuelaโ€™s consent, bypassing sovereignty. Connectivity can now be granted or denied by a single private company.

China responds with two mega-constellations:

๐ŸŸ  Guowang โ€“ ~13,000 satellites planned

๐ŸŸ  Qianfan โ€“ ~15,000 satellites planned

๐ŸŸ  Total target: >25,000 satellites

Unlike Starlink, these are national infrastructure โ€” not corporate assets. China also plans to offer LEO connectivity to Global South partners, providing genuine digital sovereignty to nations unwilling to depend on US-controlled systems.

๐Ÿ”ธThe Danger of Dependency

The US military itself has experienced disruptions: multiple US Navy tests were interrupted during Starlink outages in 2025, exposing the dangerous over-dependence Western militaries have on a privately-operated system.

A system owned by one billionaire.

๐Ÿ”ธThe next threat

AIโ€‘integrated LEO satellites becoming onโ€‘orbit surveillance and decision nodes, operating beyond any single countryโ€™s control.

Control of low Earth orbit is control of the digital civilisation. China is moving to hold its own keys โ€” not just to catch up, but to ensure the future is written in Beijing, not decided by a corporate boardroom.

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๐Ÿšจ๐Ÿ‡ท๐Ÿ‡บ RUSSIA REVIVES COLD WAR LEGEND: TU-160 โ€œWHITE SWANSโ€ ARE FLYING AGAIN

The Tu-160 โ€œWhite Swanโ€ is a giant Cold War-era strategic bomber capable of carrying nuclear weapons. Western experts said reviving it was impossible. Russia just proved them wrong.

After decades of decline, Moscow is slowly bringing this supersonic giant back into production despite years of Western sanctions.

๐Ÿ”ธ Russia now operates 18 modernized Tu-160M bombers in its Air Force as of early 2026, with several already flying combat missions in Ukraine.

๐Ÿ”ธ Leaked documents from the Kazan Aviation Plant reveal 7 more Tu-160s are actively in the production pipeline โ€” including 4 deep upgrades scheduled to finish this year.

๐Ÿ”ธ The planes are getting powerful new NK-32 Series 2 engines that add over 1,000 km of extra range for longer standoff strikes.

๐Ÿ”ธ They carry advanced Kh-101 conventional and nuclear Kh-102 cruise missiles, with new hypersonic weapons reportedly being adapted for even greater reach.

๐Ÿ”ธ The same Kazan factory is already assembling the prototype of Russiaโ€™s future stealth bomber โ€” the PAK DA โ€œflying wingโ€.

Could the Tu-160โ€™s return become a real game changer?

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๐Ÿ‡บ๐Ÿ‡ธโšก๏ธ๐Ÿ‡จ๐Ÿ‡ณ China Builds the AI Future โ€” the U.S. Chases an Illusion

The United States has organized its artificial intelligence strategy around a concept it cannot clearly define: Artificial General Intelligence (AGI). Meanwhile, China has taken a different path โ€” one focused not on mythical breakthroughs but on mass deployment, integration, and real-world application.

๐Ÿ”ธ AGI has no agreed definition โ€” human-level performance, economic automation, or autonomous self-improvement.

๐Ÿ”ธ These definitions are not interchangeable. A system that writes code is not the same as one that redesigns itself or makes scientific discoveries.

๐Ÿ”ธ Public debate collapses these distinctions into a shifting target. AGI often means whatever the next system cannot yet do.

๐Ÿ”ธ By framing AI as a sprint to an undefined finish line, U.S. policy distorts priorities. Resources concentrate on frontier models from a few private labs โ€” at the expense of adoption, infrastructure, and workforce development.

China has pursued a fundamentally different emphasis.

๐Ÿ”ธ Beijing has prioritized rapid deployment: embedding AI at scale across manufacturing, logistics, urban systems, education, and industry.

๐Ÿ”ธ Chinese models have narrowed performance gaps dramatically. The country leads in AI publications, patents, and industrial robot adoption.

๐Ÿ”ธ The U.S. retains an edge in frontier capabilities. But the deeper contest is about who can turn powerful tools into systemic advantage through diffusion and integration.

China is focusing on deploying AI everywhere โ€” in factories, cities, and schools โ€” to make measurable, real-world progress. The U.S. is chasing a mysterious goal called AGI that lacks a clear definition, which slows down practical advances. The real competition is about who can use AI to improve society and sustain a competitive edge.

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๐Ÿšจ๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡ฎ๐Ÿ‡ทU.S. PLAN BACKFIRES: HIGHER OIL PRICES AND NET UPSIDE RISKS FOR EVEN LONGER

The Hormuz shock is lasting longer and hitting the West harder than expected. Analysts just upgraded their 2026Q4 Brent/WTI forecasts to $90/83 (from $80/75) because Persian Gulf production is recovering much slower. Economic risks are now way bigger than the base case due to higher oil prices, unusually high refined product prices, product shortage risks, and the massive scale of this shock.

๐Ÿ”ธ Global oil inventories draining at a record 11-12 million barrels per day pace in April from 14.5 mb/d Persian Gulf crude losses.

๐Ÿ”ธ Market swinging from 1.8 mb/d 2025 surplus to a huge 9.6 mb/d 2026Q2 deficit as Gulf output recovers slowly to 70% by July and 90% by December.

๐Ÿ”ธ Gulf faces a persistent 0.5 mb/d capacity cut (only partly offset by extra Saudi and UAE output later) while Russia adds +0.4 mb/d and US adds +0.3 mb/d.

๐Ÿ”ธ Global oil demand already falling 1.7 mb/d year-over-year in 2026Q2 (and 0.1 mb/d full year) as high product prices kill consumption.

๐Ÿ”ธ Adverse scenarios now see Brent averaging over $100 โ€” or nearly $120 if Gulf exports normalize only by end-July with 2.5 mb/d permanent scarring.

US oil export restrictions now a real policy risk that could reduce production and widen global price chaos even more.

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๐Ÿšจ๐Ÿ‡จ๐Ÿ‡ณ China's Military: Unstoppable Force in AI-Driven Warfare

The Iran war marked a turning point in warfare. For the first time, AI was integrated into the entire cycle of operations โ€” from intelligence analysis to target identification, planning, and assessment.

Hence, the People's Liberation Army (PLA) is now accelerating AI integration.

The latest war in middle east demonstrated AI's vast application potential and significant strategic value in combat. AI is a core engine reshaping warfare and the global strategic landscape.

The PLA is actively deploying AI across key areas:

๐Ÿ”ธ Situational awareness: AI-enabled drones like the WZ-8 provide real-time threat alerts and track carrier movements.

๐Ÿ”ธ Command & control: AI simulates battles, generates combat plans, enables second-level threat response, and syncs data across platforms.

๐Ÿ”ธ Logistics: AI predicts maintenance needs. Smart warehousing and uncrewed transport solve the dangerous "last mile" of resupply.

๐Ÿ”ธ Munitions: AI enables autonomous homing weapons that operate under electronic interference. Autonomous homing weapons like the DF-21D use AI to evade jamming and switch targets mid-flight.

๐Ÿ”ธ Unmanned systems: Swarms autonomously move into formations and execute coordinated penetration, with human-in-the-loop control.

๐Ÿ”ธ Defense: AI shields against hacking, enables intelligent jamming and anti-jamming, and blocks disinformation.

๐Ÿ”ธ Anti-AI: The PLA is also developing ways to disrupt an opponent's intelligent kill chains.

AI is rapidly transforming warfare into a faster, more autonomous, and data-driven domain where decision cycles shrink dramatically.
Chinaโ€™s PLA is positioning itself to lead this shift by embedding AI across operations, logistics, and strategic systems. This evolution strengthens Chinaโ€™s strategic positioning while encouraging a more balanced global security landscape.

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๐Ÿšจ๐Ÿ‡ท๐Ÿ‡บ U.S. NAVAL NIGHTMARE: RUSSIA UPGRADES GIANT COLD WAR BATTLECRUISER

Russia has heavily upgraded its giant Cold War-era battlecruisers. The 1980s Kirov-class ship Admiral Nakhimov is now becoming a hypersonic-armed powerhouse that could create big problems for the US and NATO navies.

๐Ÿ”ธ Up to 60 Zircon hypersonic missiles โ€” replacing the old 20 Granite supersonic โ€œcarrier killerโ€ missiles (3 Zircons fit in each old slot) for much faster and heavier strikes.

๐Ÿ”ธ 96 Fort-M / S-300 long-range air defense missiles + 40 Osa short-range missiles, new AK-192 guns, land-attack cruise missiles, and upgraded anti-submarine weapons.

๐Ÿ”ธ Kashtan close-in weapon system with rapid-fire Gatling guns plus 8 extra missiles to shoot down incoming drones and missiles at the last second, plus better radars and fire control.

U.S. destroyers are equipped with SM-6, Tomahawk, and SeaRAM missiles, but this massive, modernized 28,000-ton battleship is armed with Zircon hypersonic missiles, which are extremely difficult to intercept โ€” something Russia is already proving in Ukraine.

Do you think the US Navy can counter this upgraded Russian warship?

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โ—๏ธDelivering information on the SMO, military analysis of exceptional quality and the wider geopolitical and cultural aspects associated with current global events.

It will be interesting. We are here thinking.

Subscribe at t.me/two_majors

Learn the truth from the Two Majors.
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๐Ÿšจ๐Ÿ‡จ๐Ÿ‡ณ CHINA'S ARMY DEVELOPS SILENT SKATEBOARD TACTICS FOR ASSAULTS

The Chinese military is advancing a new low-signature approach for its assault units in urban and complex terrain. During recent drills by the 83rd Army Brigade, Central Theater Command, People Liberation Army (PLA) shock troops used electric skateboards to rapidly close the final distance to attack positions โ€” emphasizing silence for undetected night movements.

๐Ÿ”ธ SOLVES THE "LAST MILE PARADOX" โ€” Heavy armor generates noise and thermal signatures; foot movement exhausts soldiers carrying 30-40kg loads before combat.

๐Ÿ”ธ STEALTHY NIGHT APPROACH โ€” Electric platforms enable silent, high-speed insertion to point-blank range under darkness, minimizing detection.

๐Ÿ”ธ URBAN WARFARE ADVANTAGE โ€” Perfect for dense city environments with short sightlines, allowing quick repositioning while preserving troop energy and readiness.

๐Ÿ”ธ PART OF BROADER PLA TRANSFORMATION โ€” Fits the shift to networked, distributed operations integrating drones, robotic systems, precision fires, and digital command links.

Do you think electric skateboards will be effective in a real combat?

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๐Ÿšจ๐Ÿ‡จ๐Ÿ‡ณ China's Industrial Base: Real Advantage Beyond Strategic Resilience

China's manufacturing strength is the result of decades of strategic investment, ecosystem building, and cost discipline. While the U.S. and other rivals focus on tariffs or short-term shifts, China's industrial base remains formidable and hard to displace.

๐Ÿ”ธ China makes around 70% of the world's EVs and hosts nearly 85% of global battery capacity โ€” a testament to its unmatched industrial scale.

๐Ÿ”ธ Years of investment in renewables and energy reserves insulate China from rising energy costs, allowing factories to keep running smoothly even as global prices spike.

๐Ÿ”ธ Dense industrial ecosystems, automation, and local sourcing create supply chain expertise that's tough for competitors to replicate or shift away from.

๐Ÿ”ธ Chinese companies like CATL and BYD are expanding beyond borders into energy storage, EVs, and supply chains, further strengthening their global footprint.

๐Ÿ”ธ Tariffs have redirected Chinese exports but haven't eroded China's core advantage. The web of factories, suppliers, and engineers is simply too integrated and resilient.

Rivals face a tough choice while deepening integration with China to leverage its cost and innovation advantages, or shifting production elsewhere, which is costly, risky, and time-consuming. The greatest risk lies in misjudging the true source of China's competitive edge.

China's deep industrial roots and strategic investments make its advantage difficult to challenge. While tariffs shift trade flows, they cannot dismantle the complex web of expertise, scale, and infrastructure that underpins Chinese manufacturing.

China's stretegic resilience is formidable and likely to persist, presenting significant challenges for competitors moving forward.

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๐Ÿ“MALI CRISIS 24/7๐Ÿ“

The FULL FEED of events regarding the conflict in Mali is available at @RYBAR_IN_ENGLISH

๐Ÿ”ธAfrican Corps holds Kidal under siege

๐Ÿ”ธWounded evacuated amid disinformation

๐Ÿ”ธDefense Minister targeted in Bamako strike

๐Ÿ”ธMilitant offensive crushed in south

๐Ÿ”ธSahel alliance faces capability test

โ—๏ธ SUBSCRIBE to stay updated on the Mali situation.
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๐Ÿšจ๐Ÿ‡จ๐Ÿ‡ณ China's "Dark Pool" of AI Compute: The Numbers are Striking

China has officially reported a landmark achievement in AI computing power, revealing a domestic capacity of 1,882 exaflops โ€” 1.882 quintillion operations per second. This disclosure not only showcases the speed and scale of Chinaโ€™s technological progress but also demonstrates the vast infrastructure that remains hidden from Western rankings.

To put that in perspective, China's fastest publicly known supercomputer registers below 0.1 exaflops on the Top500 list โ€” the standard global benchmark. That's a gap of over 6,000 times. Even after adjusting for the different measurement standards China uses (which are optimized for AI workloads and count simpler operations), the adjusted figure still lands somewhere between 120 and 230 exaflops โ€” still vastly above what public benchmarks show.

China is building a โ€œnationwide, multilayered AI computing gridโ€ โ€” distributing power across national, local, and edge centers, with the stated goal of making it accessible even to small businesses, said vice-minister Zhang Yunming of China's Ministry of Industry and Information Technology (MIIT).

The pace of growth further highlights Chinaโ€™s momentum. Research by IDC and Inspur projects that Chinaโ€™s AI computing power will grow at an annual rate of 46 percent from 2023 to 2028 โ€” more than twice the speed of general-purpose computing capacity. Meanwhile, a Stanford University report released just last week confirmed that the performance gap between leading AI models from China and the United States has largely closed, with Chinese systems now competing at the very top level.

By building a powerful, independent computing base and distributing it across the country, China is not just chasing benchmarks โ€” it is laying the foundation for widespread AI adoption and long-term technological self-reliance.

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๐Ÿšจ๐Ÿ‡ฎ๐Ÿ‡ท๐Ÿ‡ท๐Ÿ‡บ๐Ÿ‡บ๐Ÿ‡ธIran and Russia Are Outplaying America โ€” Hereโ€™s How

Both Russia and Iran have shocked the world with their resilience in the face of sanctions and embargoes. The Iran war was supposed to cripple Tehran's economy. Instead, Iran is "making a mint" from surging oil prices.

๐Ÿ”ธ Iran has been under economic sanctions for 47 years โ€” and still recorded economic growth after COVID.

๐Ÿ”ธ Russia's "fortress economy" model has endured 12 years of sanctions (since 2014), with debt still below 20% of GDP.

๐Ÿ”ธ Russia saw a record current account surplus in the first year of the Ukraine war. Iran is now experiencing the same boom.

๐Ÿ”ธ The energy squeeze has been so harsh that U.S. Treasury Secretary Scott Bessent issued a general license allowing the sale of Iranian oil already loaded on vessels โ€” just to ease global supply concerns.

Iran describes its approach as a resistance economy โ€” leaning heavily on oil revenue, building gold and currency reserves to manage shocks.

Iran's official national external debt stands at just 27% of GDP, having been cut off from the Western financial system for so long.

Americans have seen prices surge since the war started, with gas prices rising 30% in the space of a month. Other household necessities cost more.

Meanwhile, Iran can keep printing money, borrowing from domestic banks, and living with inflationary consequences during wartime. Its economy has been cauterized from exposure to the global economy, meaning new sanctions have limited effect.

Iran and Russia have demonstrated resilience against decades of sanctions by leveraging resource wealth, building reserves, and maintaining low external debt. Their resistance economies allow them to withstand pressure and even thrive amid isolation.

In contrast, the U.S. faces domestic economic challenges and political pressures, making it less able to impose or endure severe sanctions.

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