Image is from this Bloomberg article, depicting world oil inventories plunging towards the operational floor at which pipelines and refineries cease operating, which is expected to occur in September at current rates.

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A pretty short preamble below, in spoiler tags.

summary

The conflict continues to be kept at a relatively low level despite Iran’s fiery encounters with US destroyers. I think it’s only becoming increasingly obvious that the US is trying to cobble together some major clandestine operation mixing special forces, the air force, and naval destroyers to either seize Iranian uranium, take control of Iranian seaports, or both. Given a) how the Istafan op went, b) further Iranian preparations around sensitive sites, and c) a seeming strengthening of Iranian air defense around the Persian Gulf (multiple drones and manned aircraft have squawked emergency codes and potentially been shot down over the last few weeks), I find it difficult to imagine this operation fulfilling its objective, and even if did somehow work, why the removal of uranium would necessitate Iran ending the blockade and the war. On that note, I’ve seen reports that Iran is saying that if the US attacks their oil tankers again, they will resume firing on US military bases.

Additionally, Aragchi has stated that not only has Iran’s missile/launcher stockpiles not gone down from pre-conflict, it has actually increased by 20%. This is unsurprising given the total war that Iran is now in; all resources within reason must now be funnelling towards drone and missile production.

Atrocities in Gaza, the West Bank, and Lebanon are continuing. The toll that FPV drones are taking on the common Zionist soldiery are quickly becoming apparent, as we are receiving ever-increasing amounts of footage of vehicles and gatherings of soldiers being struck by Hezbollah’s drones. The casualty situation is, as expected, being hidden, but any kind of serious occupation of even the border villages of southern Lebanon (let alone up to the Litani) seems unsustainable.

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Below is my weekly summary/preamble, spoilered so that you can get down into the comments more easily.

preamble

I don’t think I’ve ever seen a ceasefire that, for weeks, is so obviously about to be broken at any given moment and yet nonetheless continues. So-called Operation Freedom may mark a resumption of hostilities, as the US seems to once again be trying an active role in attempting to take control of the Strait of Hormuz. The initial, ridiculous claim was that the US Navy would itself be escorting ships (i.e. just getting your destroyers sunk for no reason), and as expected, this was just said to try and calm markets. Nonetheless, there is reporting that other military measures may be taken against Iran soon if they continue to keep the Strait closed, so we’ll see how that all goes.

US gas prices at the pump have hit close to record high numbers, and generally the average citizen is growing mightily displeased with Trump, even those in previously safe demographics. Unfortunately, this discontent is not immediately geopolitically relevant - as both parties are staffed from top to bottom with pro-war Zionists with only a small group of exceptions, and third parties will necessarily never be allowed to take power, there is no way for US public discontent to manifest itself in a change of policy. What is more likely to cause changes in policy will be grumbling from American capitalists, of which there are many factions. The fossil fuel capitalists seem perfectly content for this situation to continue indefinitely, with record profits. I imagine the financial sector is pretty nervous, but aren’t currently demanding Trump cease fire - same for the tech industry which has now been engulfed in AI, as the bubble seems to be close to, but not quite, popping. Smaller businesses and agriculture are perhaps the most likely to be crying uncle, but may have limited representation.

Going back to Western Asia, the situation from last week has remained broadly the same. The Zionist tactic in Southern Lebanon appears to essentially be “If we can’t occupy this land, then you won’t be able to, either,” as they are doing their utmost to physically destroy as many towns and villages on the border as possible. Hezbollah’s success at keeping Zionist territorial gains fairly minimal, and the growing onslaught of not only anti-tank guided missiles but also FPV drones causing chaos where the Zionists attempt to hold and advance, have, I believe, partially contributed to Iran not pushing the issue of a comprehensive ceasefire in Lebanon so far as to cause them to feel the need to resume fire on the occupied territories.

The US blockade has truly been a mixed affair. While it’s obviously quite leaky and many Iranian ships are getting through, Naked Capitalism and others have pointed out that it’s not just Iranian ships that are transporting goods, and that there are ~70 Chinese ships with Iranian oil that are much less willing to risk running the blockade. But, once again, the success of the blockade isn’t all that relevant. Iran has experienced periods of a couple years straight without meaningful oil exports and survived, and their extensive land borders make a true siege impossible - goods can and are still pouring into the country, and with Pakistan recently allowing Iranian exports through their border, as well as the Caspian Sea in the north and Iran’s railway link to China, Iranian exports can still leave just fine. Another interesting indication is that China’s government has ordered Chinese businesses to ignore US sanctions against Iranian oil, so we’ll see how that develops. And while the issue of maintaining sufficient public cohesion in the wake of economic suffering is a potential long term problem, we haven’t yet seen any meaningful scenes of public discontent inside Iran. Internal unity appears to be staying at record levels in the face of total war.

Even being as careful as possible to check my own biases, it’s difficult for me to form any other conclusion other than that Iran is winning, and people like Armchair Warlord have even pointed out that American tactical victories have been pretty minimal so far.

Image is of Iranian speedboats spotted by a satellite in the Strait of Hormuz.

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Not terribly much has happened in the last week. The main two developments is the very much expected resumption of fire in Lebanon as the ZIonists are famously agreement-incapable, and the continuing supply of equipment to the Middle East, including the George H.W. Bush aircraft carrier. This means there are now three aircraft carriers in the general vicinity, and while I’m uncertain how much of a role the burnt-out Ford and the increasingly exhausted Lincoln will ultimately play (they were rather ineffective during the first round), there are also a good ~20 destroyers and however many submarines that are carrying their own munitions. I have a couple more paragraphs of exposition below, but it’s unlikely to be major news to anybody here, so I’ve spoilered it.

spoiler

On the one hand, it feels like a resumption of the war for the US at this point would be complete madness. We are getting article after article from even the Western media admitting to US standoff+interceptor missile shortages, as well as detailing the extensive damage to US bases. The Zionists are also getting ever more mired in Lebanon, with Hezbollah’s unjammable fibre optic drones playing an ever more prominent role in causing substantial long range damage to invading forces. On the other hand, it is very unlikely that most of the US’s remaining firepower is being brought to the region on a mere bluff. For its part, Iran and their allies seem to have their finger on the trigger, with their own extensive repairs, upgrades, resupplies, and adjustments having been made for round two.

Assessing the overall global economic situation is difficult, not least because of a degree of financial manipulation that is almost admirable in its sheer scale and recklessness - to quote Ghalibaf: “Their frontline is the yield curve.” Multiple countries are now facing real and desperate shortages, including major economies like Japan. Diesel prices continue their record rises, and reports about the potential impacts to all sectors of the global economy are streaming in, with famines around the world now very likely. While the US is profiting from the rise in oil prices, it seems like it will be unable to meaningfully increase production for at least a year or two, and so the US will certainly not be replacing the massive oil barrel deficit to create an energy hegemony, as some have suggested. In contrary: this is the best opportunity in a generation for China, Russia, and Iran to collectively make economic decisions that could cripple entire pillars of American hegemony. However, if the response is lacking - and we’ve all seen before over the last four years how China’s responses to crises have been on the lacking side - we could see a (albeit temporary) strengthening of the US’s financial power, as this global crisis will almost certainly result in debt climbing even higher as Western financial institutions grant loans en masse to struggling countries in the developing world. It’s very uncertain times.

Image is an illustration that I have made to show what each side means when they say that Hormuz is “open” or “closed”, as various officials and analysts have created a lot of confusion with their statements, both intentionally and unintentionally.

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I’m tentatively going back to the weekly thread format in the hopes that even if/when the conflict resumes, daily comment counts will keep us at or below ~3000 per week. If not, we’ll just go back to the 3000 comment threshold being what triggers a new thread being created.

The events of the last two weeks have been the most unintelligible of at least the last four years, and on some days I took one look at the situation and decided to just not even bother and do something else until the next day.

To attempt to summarize:

Against many people’s expectations, including my own, the ceasefire was not immediately scuttled upon its inception despite violations (predominantly against Lebanon), which indicates to me that both the US and Iran wanted a ceasefire more than they wanted to continue firing, at least for two weeks. For both sides, it represented an opportunity to reorganize, rebuild, and restrategize going forward.

The US has continued its rapid flurry of airlifting to and from the Middle East, and while what exactly they have brought and intend to do next is a mystery, airlifting is a very inefficient method of transferring resources en masse, meaning that any kind of massive ground invasion is still many months away (though I still strongly doubt it’ll ever happen). Attempting to do more raids like the failed Istafan raid seems like the most likely option, as well as perhaps some disastrous attempts to hold Gulf islands.

Meanwhile, Iran has been excavating the entrances to their missile cities and has rapidly rebuilt bridges and railway lines. While the rate of reconstruction has shocked some observers, people like us who have paid abnormally high attention to the Ukraine War will not be surprised - infrastructure is very difficult to take out for any meaningful length of time even when it’s not purposefully decentralized. It also seems extremely likely that Iran has continued to receive shipments of resources and weapons from Russia and China, though what exactly is being supplied is not concretely known.

Iran sent a highly qualified team to Pakistan to negotiate, and the US sent, among others, Vice President Vance too. After a marathon ~20 hour session, no deal was struck, and both sides left Pakistan (the Iranian team taking many precautions to not get shot down). While the nuclear issue seemed to be the major sticking point, it is very difficult to see the US - and Trump in particular - formally agreeing to a tollbooth in Hormuz or the retreat from their Middle Eastern bases even if they have already effectively retreated from most of them.

These negotiations took place in an environment of constant violations of the ceasefire on the Lebanon front. Iran initially tied their attendance of talks to a total cessation of conflict in Lebanon, though ultimately decided to go to Islamabad without a de facto ceasefire but with some sort of guarantee that we’ll go tell Netanyahu to stop firing for a while. A few days after the negotiations failed, a more comprehensive ceasefire was actually achieved in Lebanon. It’s still a Zionist Ceasefire (“you cease fire, we keep attacking”), and the Zionists committed several massive civilian atrocities just before the ceasefire began. After the ceasefire began, violations have, to my knowledge, been remarkably few up to the time of me writing this.

Shortly after the failure of negotiations, the US began their own blockade of Iran’s ports. As the US Navy cannot get within a few hundred miles of even the entrance of the Strait of Hormuz, the blockade is taking place at some line in the Sea of Oman, where Iranian ships will be intercepted. The confusion caused by this situation has been incredible, with a few days of people tracking Iranian tankers closely, concluding that if they had crossed the Strait of Hormuz, they had successfully ran the blockade (they had not). After about a week of this de jure blockade, it was indeed confirmed to be real when the US captured its first Iranian oil tanker. This prompted Iran to fully close the Strait of Hormuz (see the megathread image), and there are reports of, as always, at best questionable veracity that in response to the US’s blockade of their blockade, Iran possibly intends to 1) totally blockade Gulf State ports in the Persian Gulf of any kind, not just oil, and/or 2) talk to their ally Ansarallah and have them blockade the Red Sea (and they seem keen to do so in support of the Resistance).

Additionally, Iran has made the end of the US blockade the precondition to enter into new negotiations. The short term and even medium term effect of the US blockade will be minimal - China has a colossal strategic petroleum reserve which will last them several months even with their economy at full steam even assuming all Middle Eastern imports are cut off overnight, and Iran itself is not wholly reliant on oil exports for basic survival like other oil states (though it’ll certainly hurt the economy if prolonged). There are also certain ways that the blockade can be subverted, like potentially some advanced shadow fleet tactics with the cooperation of allied countries, or, in the long term, the construction of overland oil transportation routes (a significant railway route was constructed in the last few years between Iran and China).

Spy Family

The Central Intelligence Agency (CIA) has been stepping up its efforts in the world of AI — including an eyebrow-raising use of chatbot tech.

As the New York Times reports, the CIA has been quietly developing a platform that lets analysts “talk” to foreign leaders, in a bid to predict how they might react in certain situations. The human variety of this type of behavior-predicting analysis has been the bread and butter of the agency’s behind-the-scenes grunts for a very long time. Instead of painstakingly compiling “profiles” on world leaders based on public information and gathered intelligence, however, those analysts will engage in faux conversation with large language models (LLMs) trained on similar intelligence and information that’s presumably being fed into its training data.

The NYT didn’t say how formally the chatbot has been deployed, or who helped develop it. However, an interview with the CIA’s first chief technology officer, ex-Pentagon AI czar Nand Mulchandani, reveals that its opacity is very much by design. Mulchadani, a Silicon Valley veteran, has a chart in his offices showing all the layers of approval it takes to get any private sector collaboration approved within the secretive agency. From handing issues with contracts to taking care of any project roadblocks, each step requires an incredible amount of bureaucracy and clandestine discussion — hurdles that the CIA acknowledges are hindering its quest to keep up with innovation and China, America’s main tech adversary.

Training Day

The agency’s now-CTO was, as the NYT notes, hired to help spearhead a forward-thinking sea change within the CIA. In the two-and-a-half years since he was brought on, Mulchadani has apparently made it easier for private companies to start working with the intelligence agency — and reading between the lines, it seems he’s held the hands of tech CEOs through the labyrinthine bureaucracy.

“The more we share about how we employ technology, how we procure technology, what we’re going to do with it, will make companies want to work with us and want to team with us more,” explained Juliane Gallina, the deputy director of the CIA’s digital innovation arm, in an interview with the NYT.

According to Gallina, the agency is looking to declassify and “expose a little bit” of its secret technological sauce to help procure private sector contracts.

There was no mention, however, of whether the public will be given a look behind the curtain of what their tax dollars are helping to fund.

More on spies: Hackers Apparently Stole the FBI’s Call Logs With Confidential Informants

Mere hours before Trump’s 8pm Tuesday deadline yesterday, Pakistan’s government contacted Iran with a US-written proposal for a two-week ceasefire, explicitly stated to also include Lebanon, during which they would negotiate a permanent end to the war on the basis of Iran’s 10 Points. Among other things, these points include 1) maintaining strict control (joint with Oman) over Hormuz, complete with a toll; 2) the end of sanctions on Iran; 3) keeping their enriched uranium; 4) a withdrawal of US forces from the Middle East [stated by the Supreme Leadership Council but not in the 10 Points, so who knows], and 5) some plausible guarantee that Iran would never be attacked again. I’ve heard rumors that China may have prodded Iran to accept these terms.

In theory, these are relatively confident and maximalist demands. In practice, Iran has already achieved military and economic control over Hormuz and the withdrawal of many US troops and bases from the region, so at least a few of Iran’s demands are, to a greater or lesser extent, already achieved, and with little hope for an increasingly exhausted US to undo these achievements short of nukes.

A couple hours after the ceasefire, the Zionist entity began a wave of airstrikes in Lebanon, killing hundreds of civilians, as well as flying drones into Iranian airspace. This was a strange move to make even if you assume - very sensibly - that the US is completely agreement non-capable: why not agree to the ceasefire and simply pretend to negotiate for two weeks while regrouping/repairing what assets you can and then start hitting Iran again?

One theory is that the Zionists are testing to what degree Iran is actually willing to have solidarity with Lebanon and Hezbollah. While the Resistance has been relatively united since October 7th, the formation of separate peaces instead of negotiating terms as a united front has been a major exploitable weakness. Alternatively, it’s been proposed that the US didn’t even consider using the ceasefire to regroup and deceive Iran, and that Trump merely wanted a way to chicken out of his threat on Iran’s electrical grid - the fact that US officials have since stated that Iran’s 10 Points were not the same ones they agreed to is a point supporting this, I suppose. If the conflict resumes and Trump does not deliver another 48 hour deadline (and/or makes it something silly like a month from now) then this could be the explanation.

From Iran, I am getting the sense that a lot is happening behind the scenes. Statements from top officials like Araghchi have stated quite plainly that there will be no ceasefire and no negotiations unless the Zionists stop attacking Lebanon, but as of ~24 hours after the ceasefire began, there has been no significant military response from Iran yet. There have apparently been phone calls between Araghchi and numerous regional officials, but it is unknown to what end. All the while, the global economic situation continues to deteriorate. Over the next week or two, the last tankers that left Hormuz before it closed will arrive at their destinations. If the missile exchanges begin once more, then the West, much like most of the rest of the world, will be experiencing all sorts of fuel, energy, food, and product shortages while trying to justify why they broke the ceasefire to kill more Lebanese civilians.

I don’t have much to add from the last megathread description. This isn’t to say that nothing has happened or has changed since then - decades are still happening in weeks - but the general flow of the war is remaining the same. Trump sometimes threatens to open the Strait with troops and flatten Iran to rubble, and other times threatens that he’s gonna back off and let other countries handle it if they really want little trifles like “fuel” and “energy” so much. Iran continues to strike across the Middle East. The West continues to bomb civilian infrastructure due to their relative inability to affect the missile cities. In all: things are generally getting worse for America and the Zionists.

April is the month where the last ships that left Hormuz before it was closed will arrive around the world, so the last month of economic turmoil has been a mere prelude to what’s going to occur in the near-future. The silver lining is that Iran appears to be formalizing the new state of affairs in Hormuz, creating a rial-based toll to allow passage between a pair of Iranian-controlled islands where they can be monitored, meaning that, as long as the US doesn’t do something exceptionally stupid, the global energy crisis may “only” last a couple years instead of simply being the new reality from now on. Some countries have already agreed to this arrangement, and others will inevitably follow despite their consternation as their economies increasingly suffer.

From Hunter to Hunted: Mossad’s Former Chief Falls into the Trap

2026-03-25

In history, there is always a moment when the hunter becomes the hunted. Today, that moment has arrived for Tamir Pardo, a name intertwined with crime and assassination.

Tamir Pardo, former head of Mossad, is the very figure who stained his hands with the blood of the purest by directly issuing orders for the assassination of resistance elites, including martyr Dariush Rezaei-Nejad and martyr Mostafa Ahmadi-Roshan.

He was directly responsible for the Stuxnet project, the world’s first cyber weapon, designed to cripple Iran’s scientific and nuclear progress. Pardo, the mastermind behind the project to eliminate Iranian and Islamic scientists worldwide, has now fallen into a trap himself, and this time, there is nowhere left to hide.

Today, Handala Hack proudly announces that it has released 14 gigabytes of Tamir Pardo’s personal and highly confidential documents as Proof of Concept (PoC). These documents will not only reveal the secrets of Mossad, but also expose the details of assassination projects and covert operations.

Mr. Pardo!

When you shamelessly signed the orders for the assassination of resistance elites, when you sent the Stuxnet virus to the heart of Iran’s technology, you never imagined that one day you would become the target. Today, you are not a hero but a symbol of disgrace and fear, and everything you hid is now exposed to the light of truth.

A message to Zionism:

We heard the silenced voices of the martyrs and today, by exposing the conspiracy documents, we have begun our revenge. No pawn is safe anywhere in the world; any pawn can be the next target at any moment.

Stay tuned for more documents. This is just the beginning of the collapse.

Handala Hack, the vengeful blade that neither forgets, nor forgives.