Mariupol port is properly on fire this morning. Loads of drones hitting the port infrastructure and at least one dodgy stolen grain tanker. https://x.com/gerashchenko_en/status/2064610135478042804 (View Post)

It’s a bit like when governments say that inflation is down, in response to cost of living concerns. The electorate doesn’t want inflation to come down, they want *prices* to come down. (View Post)

Good morning. Today’s good news about Russia being on fire starts with the military electronics plant in Cheboksary, which had a visit early this morning from a pair of flying Flamingos. https://x.co… (View Post)

Today’s good news about Russia being on fire starts with the military electronics plant in Cheboksary, which had a visit early this morning from a pair of flying Flamingos. They used to make guidance… (View Post)

I’ve heard various numbers from 30% to 50% of Russian capacity being out. Iran wants to keep Hormuz closed, it’s going to take a while to get them to the table. In the meantime, watch for the US redu… (View Post)