I hope you had a happy Easter. Let’s dive in…
Tit For Tat
The war carries on. Israel struck one of Iran’s largest petrochemical plants, which will put a huge dent in chemical precursors and feedstocks for a very long time. Israel announced it did it, and will continue to attack Iran’s petrochemical infrastructure, presumably because Israel has no interest in the war winding down.
Israeli Defense Minister Israel Katz:The IDF forcefully struck Iran's largest petrochemical plant. This key facility accounts for about 50% of Iran's petrochemical output. This follows an attack on Iran's second-largest facility last week.As a result, both facilities, which… pic.twitter.com/DOYQ4iHVFK
— Clash Report (@clashreport) April 6, 2026
Iran responded:
JUST IN:Iran struck a petrochemical plant in Kuwait.The attack follows recent US and Israeli bombings of petrochemical facilities in Iran. pic.twitter.com/D5oq4v2W3V
— Current Report (@Currentreport1) April 6, 2026
This is unconfirmed but widely reported:
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Israel continues to be pounded daily, but we’re still in a near-perfect blackout of information:
🇮🇱🇮🇷 Iranian missile strike wiped out an Israeli drone manufacturer.Aero Sol Aviation Solutions factory in Petah Tikva, which supplies pilot helmets, bomb components and drones to the IDF, won't be able to resume operations due to the extensive damage. Source: Ynet https://t.co/3QbWueM52D pic.twitter.com/MoAndYBsxx
— Mario Nawfal (@MarioNawfal) April 5, 2026
The Israeli government only allows images out when it suits their PR campaign:
It’s cute to see you discover the concept of international law.
— Shaiel Ben-Ephraim (@academic_la) April 6, 2026
What we can’t know is if the weapon that struck the residential building was aimed at it, or was knocked off course by defensive armaments, or if it was the defensive armaments themselves that fell back down on the civilian area.
“They hate us for no reason!”
Israel is giving South Lebanon the Gaza treatment Israel is wiping out entire civilian homes in the village of Taybeh in South Lebanon — a village that stood for over 7,000 years.Not a battlefield.Not a military base.Homes.An ancient village erased in real time. pic.twitter.com/TSKjwM9vvd
— Ryan Dawson (@RyLiberty) April 6, 2026
WINNING!
That's how you know things are going well. https://t.co/w7H4TnLp5m
— Chris Martenson (@chrismartenson) April 5, 2026
The Worst Oil Shortage In History
This is a great three minute explainer on why the oil shortages haven’t bitten as hard as you might expect (due to shipping lag times) and why the shortages will not recover quickly. Highly recommended:
🛢️The oil crisis explained … the worst is yet to come, due to the speed of oil tankers.The ones from February are partly still sailing … pic.twitter.com/ilbaMCTEXI
— Lord Bebo (@MyLordBebo) April 5, 2026
“Somebody” sure does want a massive oil shock to rampage across the globe. Russia is under sustained attacks on its oil-exporting facilities:
Today, Ukrainian drone strikes SET FIRE to Russia’s major oil export terminals in Novorossiysk.The port handles over half of Russia’s crude and petroleum product shipments.YOU DON'T WANT TO BE SHORT OIL.pic.twitter.com/XlgmcpVhsH
— Steve Hanke (@steve_hanke) April 6, 2026
Yes, it is weird how very few people seem to be aware of the consequences:
I don't think most people seem to realize we're about to have the worst oil shortage in history. It's really weird.
— Christopher David (@Tazerface16) April 6, 2026
Chris Whalen speaks of the second- and third-order effects that will impact us all:
The people who think this oil and fertilizer shortage won't affect North America are about to have a huge shock. https://t.co/7HTr3MaqFU pic.twitter.com/frmpf7pM15
— Financelot (@FinanceLancelot) April 4, 2026
This will represent 800 million
by rector 
