Links For Today

Russian Offensive Campaign Assessment, September 19, 2026

More LNG Getting Through Hormuz as Producers Push for Transits

Europe Outbids Asia for LNG as Prices Surge 150%. Europe has little choice but to keep buying expensive LNG, setting up another bidding contest with Asia and raising the risk of even higher winter gas prices.

UK Energy Bills Could Jump 25-30% From January as Gas Prices Soar

Bank of Japan raises rates to 31-year high of 1.25% as inflation rises

I stupidly wrote most of this out before checking the number. When I did, I nearly deleted his post, and wrote instead “Who is worrying about this tiny drop in the ocean and why?” The media seem enthralled with artificial catastrophism. Still, the nature of the event is worth comment even if the magnitude is so far small, since everyone is looking, and maybe the next one won’t be so small.

Links For Today

Russian Offensive Campaign Assessment, September 17, 2026

Ukrainian drone attacks halted two refineries run by Russian oil giant Rosneft. Three of Russia’s six biggest diesel-producing refineries are now sharply reducing output or fully shut down.

USMC Used Its Expeditionary Operations Playbook In Combat For First Time During Epic Fury

Israel’s Most Consequential Election

Fuel Oil and Diesel Prices Are at Record Highs as Iran Conflict Continues

Links For Today

Saudi Aramco Cancels European Crude Cargoes as Key Pipeline Stays Shut

German Intel: Hamas Planned October 7 Anniversary Terror Attacks in Berlin, Vienna

Japanese Bond Yields Surge To 30 Year High On Report Tokyo May Hike Defense Spending To 3.5% Of GDP

Rare Ebola Strain Spreads to Seventh Province in Congo

This Atlantic hurricane season is about to do something that hasn’t happened in 175 years