Lifter retweeted
Europe beating the drums of war is completely of their own doing.
If they had helped America in Iran, then their oil wouldn't be cut off now.
If they had kept their nuclear power plants open, then they wouldn't have an energy crisis.
If they didn't import a bunch of "refugees" who share none of their core values, they wouldn't have a foreign army already hiding amidst their own citizens.
If they didn't attack American corporations for frivolous social media posts, they would have more positive (to them) media coverage.
The list goes on, but at the core of it they, due to overwhelming hubris, shot themselves in the foot.
Lifter retweeted
🚨🇷🇺🇪🇺 "WE WILL BE AT WAR WITH EUROPE" — RUSSIA'S MESSAGE FROM MOSCOW
Larry Johnson just returned from Moscow.
He met Lavrov, Ryabkov, and General Alaudinov.
What he heard should terrify Brussels.
This is not a threat. It is an assessment. 🧵👇
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1/ Lavrov's message was blunt: Russia is open to negotiations — but only within the framework Putin outlined in June 2024. Four new oblasts. Crimea. Denazification. No NATO. Demilitarization.
Not negotiable. Not a starting position. The position.
2/ General Apti Alaudinov, commander of the Akhmat forces, said it plainly: "We will be at war with Europe."
Johnson emphasizes: this is not bluster. Alaudinov is known for facts, not rhetoric. Russia is preparing for this scenario.
3/ Why? Because Europe is crossing red line after red line:
— Aegis Ashore systems in Poland and Romania (nuclear-capable)
— Merz openly discussing long-range strikes on Russia
— Sikorski bragging about destroying Russian refineries
— Denmark intercepting Russian ships in the Baltic
4/ Ryabkov told Johnson: "We have people to talk to in Washington now — but communications are not going through normal diplomatic channels."
Translation: the backchannel exists. It's just not working.
5/ On the 2022 negotiations: Lavrov confirmed there WAS a deal on the table in April 2022. Russia was ready to sign. Donbas would have stayed with Ukraine. Only guarantees for Russian speakers.
Boris Johnson, Biden, and Austin sabotaged it.
6/ Trump "damaged himself enormously at Anchorage," Lavrov said. He made commitments he didn't keep. Russia no longer treats American promises as binding.
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7/ THE DIESEL CRISIS — THE BOMB NOBODY IS TALKING ABOUT
On February 28, 2026, the US and Israel attacked Iran. The Strait of Hormuz closed. 20% of the world's high-sulfur crude — the kind that produces diesel and jet fuel — went offline.
8/ For 45 days, tankers already loaded kept the flow going. Then the SPR releases kicked in. By mid-August, the SPR ran dry. Now the shortage is global — and structural.
The East-West pipeline was knocked out. It won't restart for months. Maybe ever.
9/ The US imports 8-10% of its crude from the Persian Gulf. 70% of US refineries are built for high-sulfur crude — not the sweet WTI they produce domestically.
They cannot replace the lost supply. Not from Russia. Not from anywhere.
10/ Political consequence: diesel is up 80% in six months in some US regions. Republicans will be crushed in the midterms. Trump is blaming Zelensky. It won't work.
---
11/ YEMEN — THE OTHER FRONT
One week ago, Ansar Allah took Dubab. They now control Bab-el-Mandeb — coast and islands. They are advancing toward Aden. Marib is threatened.
They just shot down an F-15 with a heat-seeking missile.
12/ The "Makkah Defense Pact" with Turkey and Pakistan? Johnson calls them "an American health insurance company" — when you call, they say you forgot to read the fine print.
Turkey refused to even host the Gulf+Israel+US meeting. It was held in Germany instead.
13/ Saudi Arabia is out of options:
— Military: 150,000 troops vs. 800,000 Ansar Allah can mobilize
— Economic: Yambu pipeline flow stopped, no oil revenue
— Financial: must start selling US Treasuries
— Allies: US rejected their request for help
14/ The US has no good military option left. The Inspector General just confirmed: PAC-3, THAAD, Tomahawk, JASSM stocks are running out. Supply chains are controlled by China. Production capacity is limited.
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15/ THE $30 BILLION LESSON
Iran destroyed an entire Amazon AI infrastructure project in the Middle East — a $30 billion investment — using about $1 million in weapons.
If the US wants to rebuild it, it will cost $90-120 billion.
This is the new math of war.
16/ The Gulf states are doing the cost-benefit analysis. The deal was: "You protect us from Iran, we keep our money in your system."
That deal is now broken. The Iranians hit them. The Americans couldn't stop it. And now they're looking at China as a more viable economic partner.
---
VERDICT
Europe is not losing a war.
Europe is becoming a war project.
And Russia is preparing accordingly.
The real crisis is not in Ukraine.
It is in the diesel pumps of America, the Treasuries of Riyadh, and the illusions of Brussels.
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💬 How long before Europe admits it is a co-belligerent — not a mediator?
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📚 Related Dossiers:
📂 #56 — Ukraine
📂 #61 — The Collapse of Europe
📂 #69 — Nuclear Risk 2026
📂 #93 — The European Energy Crisis
📂 #102 — The Odessa Blockade
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#Russia #Europe #NATO #Ukraine #DieselCrisis #Yemen #Houthis #SaudiArabia #Geopolitics #IndependentAnalysis #WakeUpEurope
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*Independent analysis. No ideology. Just facts.*
**Marco | Independent Analyst ⚖️✓**
Lifter retweeted
There’s a pattern to this orchestrated chaos.
One reason Greenland is strategically important to the US is in fact twofold:
1. It’s the best place to set up anti-missile defenses to intercept ICBMs coming from Russia / China
2. It’s a very good place to set up offensive missile capabilities to threaten Russia / China
The WSJ had a good graphic out a few days ago showing the trajectory of missiles from ICBM sites around Russia to the US would fly overhead or near Greenland, which also happens to be almost directly beneath where those missiles would reach their highest points (“apogee”) which is when they are most vulnerable to interception because they are traveling at their slowest speeds.
If you throw a ball into the air you’ll see the same effect - the ball is slowest at its highest point.
And for an intelligently guided missile capable of trying to evade interception, you have an even better chance to shoot it down from a point directly beneath it since that is the closest path to the missile (i.e. least amount of warning time for the missile to realize an interceptor is coming).
This above is all courtesy of our resident rocket scientist Phil.
The US already has the right to dot Greenland with military installations, and I imagine that extends to intercepting ICBMs. Though Europe might object for some purposes.
Lifter retweeted
Investors are becoming extremely bearish:
53.3% of individual investors expressed bearish sentiment over the next 6 months in the AAII survey for the week ending September 17th, the highest reading since May 2025.
Bearish sentiment has risen +15.7 percentage points over the last 2 weeks, the largest 2-week increase since March 2026.
Meanwhile, just 28.8% of individual investors were bullish over the same period, the lowest reading since September 2025.
As a result, the bull-bear spread is down to -24.5 percentage points, the widest gap since the first week of May 2025.
This is also comparable to readings seen during the March-April 2025 pullback and the 2022 bear market.
Are we setting up for a short squeeze?
Lifter retweeted
$GME UP OVERNIGHT IN SCAM HOURS.
Last night, this was a strong indicator of running up past $22.
And warrants running after hours is a huge signal in itself as the underlying usually runs after warrants.
NOBODY IS HYPED ENOUGH!
Lifter retweeted
The consequences of the Iran war for Israel have only just begun.
Fuel shortages will turn to food shortages which will turn to global instability.
Good luck to you all
Long Live The Republic
Lifter retweeted
BRICS vs WEST WAR PHASE 1: DIESEL SHORTAGES
Let's see how this develops; shortages are starting now. Poker faces will change over the next years.
Lifter retweeted
Modern women are about to be brutally humbled by this energy crisis, which will inevitably lead to a global economic depression.
For years, women have been able to live in comfortable delusion due to overabundance and a historically peaceful era. Now that that’s ending, they will have to face the same harsh realities our ancestors did.
Scarcity, danger, and uncertainty are the new normal, just as they were prior to 1945.
Conversations about dating and relationships will start to die off once people care more about where their next meal is coming from. These women’s endless rants on TikTok and unreasonable demands will fall on deaf ears, as nobody will care to listen anymore.
They will be the first women in history to deal with a significant crisis all alone. The government can’t bail them out. Their Boomer and Gen X girl dads will watch their assets decline significantly. And the simps they manage to manipulate won’t have much for even themselves.
People don’t like to hear this, but this is how the “dating crisis” fixes itself. The women who refuse to adapt will drift off into irrelevance, while the others will have no choice but to accept their loss of power.
Lifter retweeted
𝗘𝘃𝗲𝗿𝘆𝗼𝗻𝗲 𝗼𝗻 𝗫 𝗦𝗮𝘆𝘀 𝗦𝗮𝘂𝗱𝗶 𝗔𝗿𝗮𝗯𝗶𝗮'𝘀 𝗣𝗶𝗽𝗲𝗹𝗶𝗻𝗲 𝗪𝗶𝗹𝗹 𝗕𝗲 𝗙𝗶𝘅𝗲𝗱 𝗶𝗻 "𝗗𝗮𝘆𝘀". 𝗜 𝗛𝗮𝘃𝗲 𝗪𝗼𝗿𝗸𝗲𝗱 𝗧𝗵𝗼𝘀𝗲 𝗗𝗲𝘀𝗲𝗿𝘁𝘀. 𝗧𝗿𝘆 𝗢𝗻𝗲 𝘁𝗼 𝗧𝗵𝗿𝗲𝗲 𝗠𝗼𝗻𝘁𝗵𝘀.
First, let me say plainly that I love the desert and the Arab cultures. But it does shape a timeline the media does not understand because they are talking about something they have never experienced.
Lots of people on @X are saying the Saudi East-West pipeline and its pumping stations will be back online in days!?!
I have worked these deserts, in Saudi Arabia and across the Middle East, and that is not how it goes. Even if it is "Expedited", you are still looking at a month at the very least, and realistically one to three.
You have to first understand what the work actually is. This is not a "gas station attendant" tightening a few bolts or replacing a motor.
A pumping station hit by a ballistic missile has to be completely demolished, cleared, re-engineered and rebuilt, from the ground and concrete upwards, often with newer technology because the stations are decades old anyways and the original parts no longer exist.
That means engineering, contractors, subcontractors and sub-subcontractors, each waiting on the one below them, each relying on a supply chain that is nothing like the robust, on-time machine people imagine in Germany or Norway or the West.
Now layer the desert summer heat on top of that (we are still in September where the desert heat burns your feet even with shoes), and this is where the delays compound.
If you are not short on supplies, your truck is stuck in the sand.
If the truck moves, you are waiting on water, or waiting for the temperature to drop, because September in the Saudi desert is so brutal that crews can only work at night or in short bursts before exhaustion and medical emergencies set in.
The skilled labor is largely foreign, Pakistani, Afghan, Indian and others, working under experienced engineers who must be flown in and coordinated and some of those highly skilled workers likely left when the missiles started months ago. So how do you convince them to come back? Sure you have some of your own engineers but the highly skilled ones are always brought in from overseas.
And the rhythm of the day is cultural. There are the Prayer times that take thirty to forty five minutes each, several times a day, if they end up working during the day.
There is a midday rest or naps. These are not flaws, they are how the society works, but they are real hours that Western timelines never account for.
Then the piece almost no one has factored in.
The ports are blocked via Strait of Hormuz and Bab Al Mandeeb. The heavy equipment a rebuild like this needs, the kind that normally arrives by sea ordered from overseas, cannot come by sea now.
It has to be airlifted, which is far more expensive, far slower, and limited by what fits on an aircraft.
Some of this machinery is too large to fly intact, so it must be disassembled, flown in pieces, and reassembled on site. Every one of those steps is a new bottleneck stacked on the last.
I like to look at things from an order of effects point of view so;
1. FIRST, the immediate one, the repair itself drags out to weeks or months, not days, so Saudi export capacity stays crippled far longer than the market expects.
2. Second, the market one, that prolonged outage keeps upward pressure on oil and shipping costs, because the bypass everyone assumed would reopen quickly does not.
3. Third, the strategic one, and this is the part the optimists miss, even a fully repaired pipeline sits under the same threat that broke it. Why would the Houthis not simply hit it again, you bet they will.
They have shown they are less about careful calculation than the IRGC and more about action.
A rebuilt station is just a fresh target, which means the real constraint is NOT the repair time at all, perhaps it never was. It is that you cannot durably fix a node your enemy can strike at will at any time of day regardless of the weather conditions....
So ignore the days talk.
Between the engineering, the desert, the blocked ports and the standing threat of another strike, this is a one-to-three month problem at best, and possibly one that cannot be permanently solved while the war continues at all.
You know what to do, amplify this Signal.
𝗦𝗜𝗚𝗡𝗔𝗟, 𝗡𝗢𝗧 𝗡𝗢𝗜𝗦𝗘!!
Lifter retweeted
BREAKING: U.S. gas stations are now completely out of diesel as the fuel crisis deepens.
Three stations — one in Florida and two in Texas — were showing “OUT” for diesel yesterday.
Diesel prices are hitting records across the country:
New Hampshire: $6.35
Connecticut: $6.41
Massachusetts: $6.37
Rhode Island: $6.45
New York: $6.49
Hawaii: $7.22
New Jersey and Maine have now also hit new all-time records, bringing the total to 44 states at record diesel prices, according to GasBuddy’s Patrick De Haan.
The crisis is no longer just about record prices. Some stations are running out of the fuel itself.
Lifter retweeted
All doctors are egomaniacal faggot retards. Nowadays they even make nigger doctors. You’re better off treating yourself. Just google it. That’s what they do. Chance of you dying in the next 12 months goes down 90% if you avoid doctors. Once again, they are faggots/retards.
The worst possible decision would be to launch a ground invasion on Iran’s coastal islands in the Strait of Hormuz. It would seal the midterm defeat & spike energy prices beyond belief, guaranteeing a fuel crisis.
Which means it’s exactly what Trump is going to do.
What do you think all those “random” attacks on the coast of Iran were over the last month? Shaping operations ahead of this decision.
We. Are. F**ked.
Lifter retweeted
I'm going in this hard because I expect silver to double, maybe even triple, by Christmas.
And historically, that's even conservative:
September 1979: $11. January 1980: $50.
It has happened before.
I believe this is the setup for the strongest impulse anyone alive has traded.
65% of my net worth is now invested in Highlander Silver $HSLV. The best silver miner in the world with the fattest tail. Years ago I said "wherever Corani goes, I go." So be it. Non sine periculo.
Lifter retweeted
Full article on Samsung’s “#silver-intensive” new EV battery
Looks like they are committing $17B to production which is set to start in 2027.
[Full thread below]
I take no position on this as I dislike “silver-bullet” metals theses
Lifter retweeted
"Trump is amazing! He released $400 gold sneakers. I sold my car to buy them. Now I walk everywhere, which is great exercise. I'm literally walking in Trump's shoes!"
Lifter retweeted
BREAKING: The U.S. is on the verge of restricting diesel exports — a move that would have major consequences for an already strained global fuel market.
Senate Majority Leader John Thune confirmed the course of action when asked how the U.S. could address domestic supply concerns, suggesting that limiting exports could be one option if fuel is available here but being shipped overseas.
The stakes are significant. The United States currently exports roughly 1.7 million barrels of diesel per day, making it the world’s largest diesel exporter, with Latin America and Europe among its biggest destinations. Meanwhile, Russia — the second-largest exporter — has already suspended exports.
If the U.S. follows suit, the two biggest sources of exported diesel would effectively be removed from the global market.
And the timing couldn't be worse: diesel prices in Germany reportedly hit €2.80 per liter this morning.
Cutting off a major source of global supply could send an already volatile diesel market into even more turmoil.
