Image is of rescue efforts at a damaged residential complex in Caracas on June 25th.
Weekly preamble in spoiler tags below.
preamble
The situation regarding both Iran and global oil markets is getting even more complicated, and that’s without even including the regular injections of disinformation from people like Barak Ravid and Trump himself. In my current estimation, the negotiations are proceeding as if both sides would rather see a deal than not. At the very least, there have certainly been enough blatant violations of the MoU articles that Iran would be fully justified to end negotiations altogether, and yet they are not, which must mean that they really do want a deal. Until a few days ago, these were mainly issues that Iran has been prepared to show… “flexibility” on (others might say “cowardice”), such as Zionist aggression against southern Lebanon. Both at the start of the April ceasefire and at the start of the MoU, they made Lebanon out to be a red line issue, but ultimately seemed convinced by the US saying to them, via backchannels, that they’ll yank the leash back on their mangy, rabid dog. Therefore, it’s safe to conclude that Iran, in practice, either only symbolically cares about Lebanon as the number of buildings destroyed by the Zionists is now climbing into the tens of thousands, or is confident in Hezbollah’s ability to withstand assaults and eventually push back the Zionists to the border.
However, very recently, the fighting has once again come closer to home for Iran, with renewed, albeit limited, exchanges of fire in the general area of Hormuz. This all stems from an unfortunate contradiction that Iran has wandered into with regard to Oman. In short: their legal argument for why they should be able to extract tolls/service fees from shipping through Hormuz relies on the concept of Hormuz being part of their territorial waters and not international waters, which is literally true. However, it is also possible to transit Hormuz entirely through Oman’s territorial waters too, and, critically, Oman has not shown any serious interest in charging a toll, and is letting shipping pass freely. Oman is also much less able to seriously withstand foreign assaults than Iran, meaning their position is precarious - side with Iran, and risk a Western military assault that destroys them; side with the US, and risk Hormuz never truly reopening because the IRGC will not tolerate ships bypassing their authority. So, Iran is now legally stuck: to have a toll, it must find a way to argue that territorial waters are important when it applies to them, but aren’t important when it applies to Oman. Or, of course, to somehow convince Oman to set up their own toll, in face of the dangers.
So far, the result of this has been Iran asserting, both verbally and through drones and missiles, that transit through the Oman channels is, at least during the period of the MoU, illegitimate. This has squashed hopes by many analysts that Hormuz flows would return to normal very soon - after a very brief peak, these numbers now seem to be descending to near-wartime levels. This is happening as the US’s reserves continue to drain at a frightening rate. That being said, Iranian oil tankers are getting out in large numbers and reaching foreign markets, so it’s not as if Iran is solely being disadvantaged by the current situation. It’s even possible that Iran is waiting for enough of these ships to reach Eastern Asia before they plan to restart the war. I’m unsure if this is actually likely, but I’ve seen several others suggest it, and it does make sense to at least make the most of the current lack of blockade while you figure out if the US is actually going to give in to any of your demands.
Over in Ukraine, the situation seems to be slowly heating up. It’s always hard for me personally to figure out the seriousness of the statements of the Ukrainians and the Russians - you’ll look back on a year of exaggerated threats and bold statements and promises of grand offensives and threats of nuclear war and yet, on the battlefield, all you see is fairly standard attrition and positional warfare. Anyway: there’s been much ado about Ukrainian attacks into Russia proper over the last few months and whether it’s having an impact on their economy (not particularly), wartime production (not at all), and social fabric (kinda). However, the rumors of Belarus getting more directly involved in the war - whether they want to or not - are increasing in intensity, with Ukraine threatening that they’ll fire on Belarusian border military equipment if it isn’t withdrawn. Also, the Russian hardliners seem to really want to start attacking European military production supplying Ukraine, though Putin appears to have squashed those desires. But at the end of the day, the attrition and territorial advancements continue to convincingly favor Russia.
And lastly, the numbers of the aftermath of the recent earthquakes in Venezuela are rolling in, with ~1500 dead, ~750 buildings damaged and collapsed, and many thousands of people affected and being assisted by the government. From the footage I’ve seen, it’s quite disturbing, and obviously not coming at a great time for Venezuela geopolitically either.
Last week’s thread is here.
The Imperialism Reading Group is here.
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The bulletins site is here. Currently not used.
The RSS feed is here. Also currently not used.
The Zionist Entity's Genocide of Palestine
Sources on the fighting in Palestine against the temporary Zionist entity. In general, CW for footage of battles, explosions, dead people, and so on:
UNRWA reports on the Zionists’ destruction and siege of Gaza and the West Bank.
English-language Palestinian Marxist-Leninist twitter account. Alt here.
English-language twitter account that collates news.
Arab-language twitter account with videos and images of fighting.
English-language (with some Arab retweets) Twitter account based in Lebanon. - Telegram is @IbnRiad.
English-language Palestinian Twitter account which reports on news from the Resistance Axis. - Telegram is @EyesOnSouth.
English-language Twitter account in the same group as the previous two. - Telegram here.
Mirrors of Telegram channels that have been erased by Zionist censorship.
Russia-Ukraine Conflict
Examples of Ukrainian Nazis and fascists
Examples of racism/euro-centrism during the Russia-Ukraine conflict
Sources:
Defense Politics Asia’s youtube channel and their map. Their youtube channel has substantially diminished in quality but the map is still useful.
Moon of Alabama, which tends to have interesting analysis. Avoid the comment section.
Understanding War and the Saker: reactionary sources that have occasional insights on the war.
Alexander Mercouris, who does daily videos on the conflict. While he is a reactionary and surrounds himself with likeminded people, his daily update videos are relatively brainworm-free and good if you don’t want to follow Russian telegram channels to get news. He also co-hosts The Duran, which is more explicitly conservative, racist, sexist, transphobic, anti-communist, etc when guests are invited on, but is just about tolerable when it’s just the two of them if you want a little more analysis.
Simplicius, who publishes on Substack. Like others, his political analysis should be soundly ignored, but his knowledge of weaponry and military strategy is generally quite good.
On the ground: Patrick Lancaster, an independent and very good journalist reporting in the warzone on the separatists’ side.
Unedited videos of Russian/Ukrainian press conferences and speeches.
Pro-Russian Telegram Channels:
Again, CW for anti-LGBT and racist, sexist, etc speech, as well as combat footage.
https://t.me/aleksandr_skif ~ DPR’s former Defense Minister and Colonel in the DPR’s forces. Russian language.
https://t.me/Slavyangrad ~ A few different pro-Russian people gather frequent content for this channel (~100 posts per day), some socialist, but all socially reactionary. If you can only tolerate using one Russian telegram channel, I would recommend this one.
https://t.me/s/levigodman ~ Does daily update posts.
https://t.me/patricklancasternewstoday ~ Patrick Lancaster’s telegram channel.
https://t.me/gonzowarr ~ A big Russian commentator.
https://t.me/rybar ~ One of, if not the, biggest Russian telegram channels focussing on the war out there. Actually quite balanced, maybe even pessimistic about Russia. Produces interesting and useful maps.
https://t.me/epoddubny ~ Russian language.
https://t.me/boris_rozhin ~ Russian language.
https://t.me/mod_russia_en ~ Russian Ministry of Defense. Does daily, if rather bland updates on the number of Ukrainians killed, etc. The figures appear to be approximately accurate; if you want, reduce all numbers by 25% as a ‘propaganda tax’, if you don’t believe them. Does not cover everything, for obvious reasons, and virtually never details Russian losses.
https://t.me/UkraineHumanRightsAbuses ~ Pro-Russian, documents abuses that Ukraine commits.
Pro-Ukraine Telegram Channels:
Almost every Western media outlet.
https://discord.gg/projectowl ~ Pro-Ukrainian OSINT Discord.
https://t.me/ice_inii ~ Alleged Ukrainian account with a rather cynical take on the entire thing.


“In the name of God, the Most Gracious, the Most Merciful
Statement issued by Resistance Security
The Resistance Security apparatuses, after exhausting all revolutionary procedures, have sentenced the traitor (M. M) to death. He is convicted of collaborating with the Zionist occupation intelligence and causing several massacres that led to the martyrdom of many of our steadfast people during the war of extermination on the Gaza Strip. He also caused a number of assassination operations against leaders of the resistance factions, the latest being the assassination of the commander of the Al-Qassam Brigades General Staff, the martyr commander/ Az-Din Al-Haddad “Abu Suhaib”.
Therefore, we at Resistance Security affirm the following:
1- This is the fate of traitors who collaborate with the occupation and comply with its plots aimed at undermining the steadfastness and unity of our people.
2- We call upon everyone who has strayed from the path and tied their fate to the occupation to return to the national ranks before it is too late and surrender themselves to the Resistance Security apparatuses.
3- These traitors outside the national ranks represent only themselves and violate the customs and traditions of Palestinian families and clans, which play a national role in maintaining internal unity and confronting the plots of the occupation and its accomplices.
“And God is prevailing over His affair, but most of the people do not know.”
Resistance Security 1-7-2026”
https://t.me/Amsak2027/9889
Is it just confirmation bias or does this dude have “traitor face”?
think because he kinda looks like reza pahlavi