Energy
Ukraine’s special forces, in cooperation with a Russian group called Black Spark, struck the Gazprom-owned Neftehim Salavat refinery, which has been described as Russia’s last remaining undamaged major gasoline producer. The facility produced 11,000 tons of fuel per day, representing about 5 percent of Russian domestic demand. Russian sources have described damage as limited, with production expected to resume soon.
Speaking of Russia, in a reported effort to front-run the impending ban on Russian LNG imports, the EU imported 9.97 million metric tons worth €5.96 billion from Russia’s Yamal facility in the first half of 2026, an increase of 16 percent from the prior year. Europeans purchased more than 97 percent of Yamal’s output. Hungary and Slovakia continue to receive Russian crude via the Druzhba pipeline under exemptions. The full ban goes into effect on January 1, 2027, and critics have highlighted perceived inconsistencies in continued purchases amid sanctions rhetoric.
Meanwhile, Iran stated through Tasnim that it would strike the UAE’s Fujairah pipeline and Saudi Arabia’s East-West pipeline if a U.S. blockade continues, declaring that “either everyone exports, or no one does.”
Lastly, Rystad Energy projects Venezuelan crude output will rise 17 percent, or about 194,000 barrels per day, between the fourth quarter of 2025 and the fourth quarter of 2028, with international operators accounting for nearly two-thirds of the increase. Roughly 60 percent of production is expected to come from the Orinoco Belt. Venezuela has identified a need for 93 active drilling rigs by 2028. However, the revival faces a critical services bottleneck, with sustained growth constrained by operational challenges including rig availability, diluent supplies, and infrastructure upgrades despite recent regulatory changes.
Iran Conflict
The IRGC stated that no oil or gas would be exported from the region while U.S. forces remain, and they asserted control over the entire Strait of Hormuz. CENTCOM conducted strikes on Bushehr, Bandar Abbas, and Bandar Kangan, while Iran targeted U.S. facilities at Bahrain’s Juffair base and Kuwait’s Ali Al Salem base. Multiple tanker attacks were reported, including strikes on the Stolt Magnesium and UAE tankers Al Bahyah and Mombasa B, killing one Indian sailor. Hormuz traffic fell to six ships on one day.
Iran struck a fighter jet maintenance facility at Al Udeid Air Base in Qatar. U.S. forces struck a bottled mineral water production factory in Dehloran, following prior strikes on the Mahshahr pumping station and the Kish Island water and electricity site. Reports indicate that Trump used a Situation Room meeting to plan strikes on Iranian power plants, bridges, and strategic infrastructure. Trump stated that conditions would worsen the following week.
Geopolitics
President Trump is expected to support a bipartisan sanctions package that would impose automatic sanctions on Russian shipping, energy, uranium, and sovereign debt within 30 days and authorize tariffs on countries purchasing Russian oil, gas, or uranium. Senate Majority Leader John Thune described the passage as a tribute to the late Sen. Lindsey Graham. This would be considered America’s toughest sanctions package yet, and some analysts have questioned the interventionist approach associated with such measures.
In other news, a recent article by South Front discusses the current state of space dominance. As of late June, Starlink operated more than 10,700 satellites, representing roughly two-thirds of all satellites in orbit. The FCC has approved 15,000 satellites for the constellation. Amazon’s Kuiper constellation had 331 satellites. Russia’s Bureau 1440 launched 16 Rassvet satellites on March 23, bringing its total to 21. A jamming signal active since 2019 and affecting only NATO states on weekdays has been traced to a Russian early-warning satellite. China’s GuoWang constellation exceeded 177 satellites, and its Qianfan constellation reached 238 satellites by July 5. The EU’s IRIS² program, approved in December 2024 for 290 satellites, has experienced delays.
Health
Australian broadcaster 7 News reported increases in cancer diagnoses among young Australians, including ovarian cancer up 30 percent, breast cancer up 50 percent, and bowel cancer up 71 percent. Commentator Jimmy Dore cited more than 100 studies identifying 17 mechanisms by which mRNA vaccines may promote cancer. However, official data indicate some early-onset cancer trends predate 2021.
Additionally, a study published in Sage Open Medicine analyzed 1,352 pregnancies in two Iranian cities from 2022-2023 and reported six cases of atrioventricular septal defects and two cases of cleft palate among women vaccinated against COVID-19 before 12 weeks of gestation, compared with zero cases in unvaccinated comparison groups. None of the participants received mRNA vaccines. Iran uses inactivated-virus or viral-vector vaccines containing 0.25-0.50 mg of aluminum adjuvant. Children’s Health Defense researcher Karl Jablonowski stated that aluminum-adjuvanted vaccines are typically avoided during the first trimester in other countries. The study authors described the findings as exploratory, stated that causation cannot be established, and called for further surveillance. The WHO recommended Sinopharm for pregnant women while noting that data were insufficient to assess pregnancy-associated risks.
Artificial Intelligence
A VTS report stated that national AI office demand rose 85 percent in the twelve months through May, with a 179 percent increase in major hubs. San Francisco, Silicon Valley, and New York accounted for 63 percent of AI leasing. San Francisco recorded 5 million square feet leased. The average AI lease size in San Francisco was 62,000 square feet. Seattle recorded a 390 percent year-over-year increase. This begs a question regarding what happens to commercial real estate if the AI bubble bursts.
Meanwhile, New York Gov. Kathy Hochul signed an executive order pausing environmental permits for hyperscale data centers for up to one year and requiring data centers to produce their own energy or pay grid premiums. Construction and labor groups stated the policy would shift projects to other states. Sen. John Fetterman said the policy would benefit China. Environmental groups and some state lawmakers have welcomed the pause to allow time to develop safeguards.
Sources
Iranian Study Ties Early COVID Shots With Aluminum to Higher Birth Defect Rates
“It can generate hypotheses, and with this study, we’ve been handed a really good argument to start generating hypotheses,” particularly about vaccines that contain aluminum adjuvants.
mRNA Shots Tied to Cancer Spike as Aussie Youth Rates Explode
Over 100 studies have identified 17 distinct mechanisms by which mRNA shots promote cancer.
Orbital Chessboard: One King Rules The Sky, But The Board Is Filling Up
The sky no longer answers to one master – but that is exactly what makes the game so dangerous.
Source | Submitted by travissidelinger
EU Russian LNG Imports Hit Record Highs Ahead of 2027 Ban
marking a 16% increase compared to the same period in 2025 as they front-loaded Russian energy supplies ahead of impending phase-out bans.
Venezuela Oil Revival Stymied by Services Bottleneck, Not Geology
That execution gap, not geology, is likely to define Venezuela’s production trajectory over the remainder of the decade.
AI Firms Gobble Record Office Space, Reviving San Francisco Market
Unprecedented office demand from AI companies in San Francisco is powering the city’s office market to a modest recovery after the COVID-19 pandemic.
Trump Backs Graham’s Russia Sanctions: Neocon Legacy Fuels Proxy War Risks
Yet such a passage is only going to more deeply embed the United States in a lose-lose proxy war with Moscow which could soon spiral dangerously into a WW3-style nuclear armed confrontation.
IRGC Vows to Choke Gulf Oil Exports as Hormuz Tanker Attacks Escalate
As long as the US evil stays in the region, not a drop of oil and gas will be exported from the region.
US Hits Iranian Bottled Water Plant in Third Strike on Water Infrastructure
This is the third US strike on Iranian water infrastructure in recent days
Ukraine Strikes Russia’s Last Refinery, Fuel Crisis Turns Catastrophic
This was the last major undamaged gasoline producer left on the Russian map in 2026.
Iran Strikes US Base in Qatar, Exposing Regional Reach
you can bomb Iran as hard as you want, but your bases across the region are still within our reach.
Iran Threatens Gulf Pipelines if US Blockade Persists
Either everyone exports, or no one does.
Trump Plots Wider Iran Strikes to Crush Regime Resistance
Trump warned that next week “it gets really bad”, targeting power plants, bridges, and other strategic infrastructure unless Iran comes to the table.
NY’s Data Center Ban: Hochul Hands Jobs to China
China wins.
In addition to sources submitted by community members, the following were also used in the creation of this report: Grok, AIHW, Reason, Venezuelanalysis, and WIRED.