Iran War
Saudi Arabia shut down its 1,200-km East-West pipeline after drone strikes by Iraqi militias, after which Baghdad dismissed the military commander for Maysan province. Houthi forces took control of Perim Island at the Bab el-Mandeb, with Reuters reporting IRGC guidance. Crown Prince Mohammed bin Salman requested US military assistance, but Washington refused direct action, offering intelligence and targeting support instead.
Other recent developments include Houthi control of the Bab al-Mandeb, Iranian strikes on vessels, revived Somali piracy, higher US fuel prices, and Brent and WTI now above $100.
On the diplomatic front, Iran will meet with GCC states and Iraq in Oman on Monday to discuss the Strait of Hormuz. Iranian Foreign Ministry spokesman Esmail Baghaei described the talks as focused on regional security.
Artificial Intelligence
In reaction to the Iran War, the UAE is revising plans for its five-gigawatt AI data center project after Iranian strikes damaged AWS facilities in the Emirates and Bahrain in March. Six sources told Reuters the Abu Dhabi campus will be dispersed across multiple sites with added defenses.
Energy
Industry officials at Singapore’s APPEC conference stated that the global diesel market faces further tightening. Vitol CEO Russell Hardy said refining capacity remains insufficient and inventories continue to draw down. Iranian strikes on Middle Eastern refineries, Ukrainian drone attacks on Russian refineries, and Russia’s diesel export ban through at least September have added pressure. US refineries have operated at high rates through summer. Kuwait Petroleum’s Shaikh Khaled Ahmad Al Sabah warned of a difficult winter in Northwest Europe.
Meanwhile, Permian natural gas reportedly traded at negative prices on 118 of the first 131 trading days this year. Chevron subsidiary Energy Forge One signed a 20-year agreement with Microsoft in June to construct a 2.67-gigawatt behind-the-meter gas plant next to a Pecos data center, with power expected in 2028. RBC has identified roughly 38 gigawatts of announced behind-the-meter gas capacity in Texas. These projects avoid grid connection and are therefore unaffected by Governor Greg Abbott’s August 3 pause on new grid-connected data center approvals, which followed 474 gigawatts of interconnection requests against 85 gigawatts of peak demand.
Geopolitics
Russia’s Foreign Intelligence Service stated that Brussels is urging Kyiv to conscript women, citing EU foreign policy chief Kaja Kallas’s reported description of the idea as a step forward and referencing Israel as an example. Ukraine’s mobilization has included reports of forced recruitment, with approximately 1.15 million fighting-age Ukrainian men residing in the EU and more than 70 apparent draft evaders killed since 2022 while attempting to cross borders. Current law requires mobilization only for men aged 25 to 60. Former UK Defense Secretary Ben Wallace and former US Army Europe commander Ben Hodges have stated that broader conscription should have been implemented. Russian officials have described the conflict as a Western proxy war. Ukrainian officials have described the SVR claims as disinformation.
Haaretz reported three claims regarding Gaza. Three foreign senior sources said UAE President Sheikh Mohamed bin Zayed warned Netanyahu a week and a half before October 7, 2023, that Yahya Sinwar was planning a major operation, which Netanyahu allegedly did not share with security officials. Palestinian mediator Samir Mashharawi stated that Hamas offered on October 7 to release all civilian hostages in exchange for opening a communication channel, an offer Israel rejected. A senior Israeli defense official confirmed that hostage release was not among the government’s initial war objectives. An IDF reserve major and drone operator described soldiers firing on clearly marked paramedics in Rafah and using an undisclosed boundary to justify strikes on farmers. Netanyahu’s office has called the UAE warning claim an absolute lie.
Economy
Jim Rickards estimated that China’s official gold reserves plus hidden state holdings could total roughly 4,700 tonnes. He said a gold-backed yuan is unrealistic because China’s gold is only a small share of its money supply, and the yuan cannot become the world’s reserve currency because China’s markets lack the depth, openness, and legal protections of the U.S. Treasury market. The real aim, he argued, is to stockpile physical gold and build trading, clearing, and storage capacity in Shanghai and Hong Kong so China can operate outside the dollar system if sanctions or a break with the United States force it to. Other analysts, including the World Gold Council, say China’s gold buying is better read as ordinary reserve diversification – and as a way to build confidence in the yuan – than as a plan to break from the dollar or wage a currency war.
Health
Dr. Robert Malone noted limited attention to the nose and sinuses as sites for preventive measures against respiratory pathogens. He cited a randomized trial of nearly 14,000 people in which saline nasal spray at the first sign of infection reduced days of illness. Hypochlorous acid, listed on the WHO’s 2025 essential medicines list, has shown favorable safety and some efficacy in randomized nasal trials for chronic sinusitis and allergic rhinitis. No large trial has tested it against acute respiratory viruses.
British Politics
An opinion piece by Steve Watson criticized the installation of Tschabalala Self’s Lady in Blue on Trafalgar Square’s Fourth Plinth, describing it as part of a series of commissions under Mayor Sadiq Khan that includes works such as a monument to “marginalized” trans sex workers. Watson linked the project to Khan’s 2021 Commission for Diversity in the Public Realm and to a UN committee recommendation on statues honoring people of African descent. The Mayor of London’s Culture team has described the work as conveying a feeling of optimism.
Privacy & Surveillance
Apple’s Watch Series 12 and Ultra 4 include Live Rewind and Siri Recap features that allow replay of the last 15 seconds of conversation or generation of summaries. The features are opt-in for the device owner and effectively record conversations. Apple states that audio processing occurs locally, summaries are auto-deleted after seven days unless saved, and a chime sounds during recording. Summaries can be exported and retained indefinitely by the wearer. Critics have raised concerns regarding consent for individuals with earshot of the person wearing the watch.
Sources
EU Pushes Ukraine to Draft Women as Manpower Crisis Deepens
The EU is encouraging Ukraine to start mobilizing women amid chronic manpower shortages and has demanded that Kiev immediately make “a political decision” on the matter, the Russian Foreign Intelligence Service (SVR) has said.
Source | Submitted by Rodster
Permian Gas Goes Negative as Data Centers Bypass the Grid
The simple fact is that the Permian makes more gas than the market can absorb even after the pipelines get built, and data centers are the first buyers in years with enough money and enough impatience to put a power plant where the gas already is.
Source | Submitted by PhilH
Haaretz Bombshells: Netanyahu Hid Oct. 7 Warnings, Rejected Hostages, and IDF Targeted Civilians
Nothing will turn you into a conspiracy theorist faster than learning basic facts about what happened on October 7.
Source | Submitted by richcabot
Diesel Crunch Deepens as Refinery Shortfalls and Export Bans Fuel Price Pain
The global diesel market – already trading at record prices – is set to further tighten in the coming months and keep fuel prices high, raising the prices of all goods and threatening the inflation targets of the central banks.
Nose as Gatekeeper: Why Pharma Skips Cheap HOCl for Patent-Free Nasal Defense
Of course, HOCL is made by our own neutrophils. It is not a drug. It can not be patented. Big pharma has no big interest in the product. So, for some reason, the government has also not been interested in funding such a study. Coincidence?
Source | Submitted by Laura H.
Trafalgar’s Plinth Gets ‘Everywoman’: Another Progressive Insult to History
Trafalgar Square was built to mark a country that won a famous battle for British values. The Fourth Plinth is now used to lecture that country and rub in our faces that our history is being erased and replaced one plinth at a time.
Source | Submitted by Mike from Jersey
UAE Scrambling to Bury AI Data Centers as Iran Targets Gulf Infrastructure
Authorities are weighing ways to shield the facilities from drone and missile strikes, the sources said, including installing air defenses and putting some of the centers underground.
China’s Gold Fortress: Escape Hatch From Dollar Sanctions
China’s solution to geopolitical chaos and financial warfare is to buy physical gold.
Iran’s Hormuz Talks with Gulf States Aim to Ease Blockade as Oil Tops $100
Promote better understanding among the countries of the region and help strengthen shared regional security
Apple Watch’s New ‘Memory Aid’ Records Chats Without Consent
Apple calls it memory assistance; everyone else might call it a new kind of social privacy problem.
Saudi Confirms: Pipeline Strikes Came From Iraq, Not Yemen, in Iran-Backed Push
Saudi Arabia has formally confirmed that the strikes on the East West Pipeline originated from Iraq, not Yemen.
Murphy’s Law in the Gulf: Trump’s Iran War Unravels Amid Strikes and Spiking Fuel Prices
Everything that can go wrong for the Trump Administration in the Iran War seems to be going wrong right now…
Saudi Pipeline Shut After Iraq-Origin Strikes, Houthis Tighten Red Sea Grip
Saudi Arabia has shut down its East-West pipeline after the vital oil conduit came under aerial attack in the widening Middle East war, threatening to send energy prices even higher.
In addition to sources submitted by community members, the following were also used in the creation of this report: Center for Countering Disinformation, Netanyahu’s office, LDN_Culture, President Trump, G42, IntlStacker, and TechCrunch.