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Trump was at a dead end and kept driving into a wall.
The Qataris, to their great credit, have reminded him that he can put the car in reverse and turn around.
The Qataris, to their great credit, have reminded him that he can put the car in reverse and turn around.
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Exxon signs preliminary agreement with Venezuela to evaluate oil opportunities
HOUSTON, Nov 9 (Reuters) - ExxonMobil XOM.N said on Monday it signed a memorandum of understanding, or a non-binding agreement
HOUSTON, Nov 9 (Reuters) - ExxonMobil XOM.N said on Monday it signed a memorandum of understanding, or a non-binding agreement
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“Status quo” is not sustainable
Worth bearing in mind: nothing on the ground has changed since a week ago, when Trump was threatening escalation and Brent was $112. Iran is still hitting ships, US is still operating an escort system, neither side is moving in their negotiating position.
But now, Trump is no longer interested (apparently) in new strikes.
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Well, this aged rather well. 👇
A new Haaretz investigation has uncovered a network of 1,653 X accounts posing as Iranians that mobilized to promote Netanyahu and his Likud party during Israel's recent election.
What's particularly revealing is that many of these same accounts ntified in an influence operation promoting Reza Pahlavi, the son of Iran's last shah, and regime change in Iran.
The researchers found clear signs of coordinated, inauthentic activity: accounts posting identical messages, amplifying Netanyahu within minutes of one another, and suddenly switching from Persian-language messaging about Iran to Hebrew appeals urging Israelis to vote for Netanyahu.
Some claimed to speak on behalf of the Iranian people, telling Israelis that Netanyahu's reelection was essential to freeing Iran from the Islamic Republic.
After the election, the accounts largely abandoned Israeli politics and returned to promoting the shah and discussing regime change in Iran.
This didn't emerge out of nowhere.
Earlier Haaretz and other investigations exposed Israeli government-funded social media influence operations targeting Iranian audiences, including efforts to promote Reza Pahlavi and manufacture the appearance of grassroots support.
Separately, a major @citizenlab investigation following the June 2025 Israel-Iran war uncovered another coordinated network of fake Iranian accounts spreading AI-generated content to encourage an uprising in Iran. (source: citizenlab.ca/research/2025-…)
Researchers assessed that the operation was most likely conducted by an Israeli government agency or a contractor working closely with it. Some of its messaging was synchronized with Israeli military strikes.
The latest Haaretz investigation does not establish who operates the 1,653 accounts, and Netanyahu's office and Likud deny involvement.
But the documented overlap is striking: accounts presenting themselves as ordinary Iranians promoting Pahlavi and regime change were also mobilized to influence an Israeli election on Netanyahu's behalf.
This is definitely not organic or spontaneous Iranian public opinion. It's coordinated, inauthentic political manipulation masquerading as grassroots support. And it's not new. For years, especially since 2022, as Israel intensified its regime-change efforts toward Iran, these operations have sought to manufacture the appearance of Iranian support for an agenda that serves Israeli political interests.
Link to the Haaretz investigation:
haaretz.co.il/news/elections…
A new Haaretz investigation has uncovered a network of 1,653 X accounts posing as Iranians that mobilized to promote Netanyahu and his Likud party during Israel's recent election.
What's particularly revealing is that many of these same accounts ntified in an influence operation promoting Reza Pahlavi, the son of Iran's last shah, and regime change in Iran.
The researchers found clear signs of coordinated, inauthentic activity: accounts posting identical messages, amplifying Netanyahu within minutes of one another, and suddenly switching from Persian-language messaging about Iran to Hebrew appeals urging Israelis to vote for Netanyahu.
Some claimed to speak on behalf of the Iranian people, telling Israelis that Netanyahu's reelection was essential to freeing Iran from the Islamic Republic.
After the election, the accounts largely abandoned Israeli politics and returned to promoting the shah and discussing regime change in Iran.
This didn't emerge out of nowhere.
Earlier Haaretz and other investigations exposed Israeli government-funded social media influence operations targeting Iranian audiences, including efforts to promote Reza Pahlavi and manufacture the appearance of grassroots support.
Separately, a major @citizenlab investigation following the June 2025 Israel-Iran war uncovered another coordinated network of fake Iranian accounts spreading AI-generated content to encourage an uprising in Iran. (source: citizenlab.ca/research/2025-…)
Researchers assessed that the operation was most likely conducted by an Israeli government agency or a contractor working closely with it. Some of its messaging was synchronized with Israeli military strikes.
The latest Haaretz investigation does not establish who operates the 1,653 accounts, and Netanyahu's office and Likud deny involvement.
But the documented overlap is striking: accounts presenting themselves as ordinary Iranians promoting Pahlavi and regime change were also mobilized to influence an Israeli election on Netanyahu's behalf.
This is definitely not organic or spontaneous Iranian public opinion. It's coordinated, inauthentic political manipulation masquerading as grassroots support. And it's not new. For years, especially since 2022, as Israel intensified its regime-change efforts toward Iran, these operations have sought to manufacture the appearance of Iranian support for an agenda that serves Israeli political interests.
Link to the Haaretz investigation:
haaretz.co.il/news/elections…
I have to imagine that much of this feud between Israeli propagandist Emily Schrader & "Iranian" monarchists is actually veiled Israeli political infighting, with the latter's well-documented Israeli-run bot network backing Netanyahu.
Chickens coming home to roost truly!
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The tricky thing about the Iran War right now is that almost everything we're seeing—the flurry of diplomacy, military buildup, escalating "gray-zone" conflict, and talk of a Vance-Rezaee meeting—could point to either renewed major fighting or a deal.
First, there's the oil f diplomatic progress bring prices down, giving Trump a lower "floor" ahead of any military escalation. A war that sends oil from $90 to $120 a barrel is one thing; one that sends it from $120 to $150 is another.
So even if Trump is intent on restarting major fighting, the appearance of diplomatic progress at this stage still serves that interest, including Vance's outreach.
And yet, it's not just Washington making diplomatic overtures through mediators.
China and Russia have been active too. Today, China's Middle East envoy met with senior Iranian diplomats to discuss Yemen, a political settlement there, and the region's future "security architecture" (per Iranian readouts).
Iran's security chief Mohsen Rezaee was notably also recently in Moscow.
So I don't think we can simply dismiss all this diplomatic activity as a Trumpian ruse to lower oil prices ahead of another war, even if that would certainly benefit him and be exactly what he'd do if he were planning one. (After all, we saw something similar ahead of the February 2026 and June 2025 wars, when apparent "diplomatic momentum" helped keep markets calm even as the decision for war had been made.)
The reality is that there are currently multiple major actors (i.e., great powers China and Russia) and potentially competing diplomatic tracks at play, and the same developments could still lead in very different directions.
👇 Photo: Today's meeting between Iranian officials and China's Middle East envoy in Tehran.
First, there's the oil f diplomatic progress bring prices down, giving Trump a lower "floor" ahead of any military escalation. A war that sends oil from $90 to $120 a barrel is one thing; one that sends it from $120 to $150 is another.
So even if Trump is intent on restarting major fighting, the appearance of diplomatic progress at this stage still serves that interest, including Vance's outreach.
And yet, it's not just Washington making diplomatic overtures through mediators.
China and Russia have been active too. Today, China's Middle East envoy met with senior Iranian diplomats to discuss Yemen, a political settlement there, and the region's future "security architecture" (per Iranian readouts).
Iran's security chief Mohsen Rezaee was notably also recently in Moscow.
So I don't think we can simply dismiss all this diplomatic activity as a Trumpian ruse to lower oil prices ahead of another war, even if that would certainly benefit him and be exactly what he'd do if he were planning one. (After all, we saw something similar ahead of the February 2026 and June 2025 wars, when apparent "diplomatic momentum" helped keep markets calm even as the decision for war had been made.)
The reality is that there are currently multiple major actors (i.e., great powers China and Russia) and potentially competing diplomatic tracks at play, and the same developments could still lead in very different directions.
👇 Photo: Today's meeting between Iranian officials and China's Middle East envoy in Tehran.
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5D chess by Trump, exit JCPOA, get in two unnecessary wars, then seek a "deal" that is worse than JCPOA and claim victory out of a clear strategic defeat.
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NEW: Sen. Chris Van Hollen is now open to a run against Senate Minority Leader Chuck Schumer
Van Hollen has "received an outpouring of calls and is now in active listening mode," according to a person familiar w/ his thinking around leadership
"The door is not shut," the person added
Van Hollen is a leading progressive & has said he needs commitments from Schumer before agreeing to support him for another term as leader. The Maryland Democrat has also been eyeing a presidential run
Van Hollen has "received an outpouring of calls and is now in active listening mode," according to a person familiar w/ his thinking around leadership
"The door is not shut," the person added
Van Hollen is a leading progressive & has said he needs commitments from Schumer before agreeing to support him for another term as leader. The Maryland Democrat has also been eyeing a presidential run
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Important details here: Erdogan urges Trump to avoid fresh Iran strikes as Turkey pushes for deal middleeasteye.net/news/erdogan-u…
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Blockade/minor strikes is not really an option… Iran will respond
The US has 4 options on Iran:
1. Major strikes
2. Blockade and/or minor strikes
3. Negotiated deal
4. Walk away
Trump says (1) is "highly unlikely" if talks progress
Rubio plays down the chances of (3)
bloomberg.com/news/articles/…
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Kind of over and understates pros and cons. Like Iran is just going to sit there and take economic strangulation: Here Are the Difficult Options Trump Is Weighing to Resolve the War in Iran nytimes.com/2026/11/08/us/… via @nytimes
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NEW: We are short Nvidia $NVDA. We believe Nvidia has a significant China problem. Please see our full report and disclosures now available on our website, link in bio.
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Warren: "I'm on bipartisan bills in order to put more restraints on the ability to export our chips to China. In fact, we have worked on a bipartisan basis to try to stop Donald Trump from encouraging Nvidia, permitting Nvidia to send these chips to China."
There is “bipartisan support in the Banking Committee” to limit chipmakers’ ability to export chips to China, says Sen. Elizabeth Warren (D-MA), the committee's ranking member.
“I'm on bipartisan bills in order to put more restraints on the ability to export our chips to China. on a bipartisan basis to try to stop Donald Trump from encouraging Nvidia, permitting Nvidia to send these chips to China,” she says.
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Good for Nvidia’s board for doing an investigation. But Jensen’s behavior is only half the story.
The biggest problem remains unaddressed: the Department of Commerce has enacted policies—at the encouragement of Jensen, and which the MSS reportedly sought as well—that allow China to continue to access the most advanced Nvidia chips, including via Megaspeed. @CommerceGov leadership knew that Jensen was sleeping with a Chinese spy and that Megaspeed was a Chinese cutout, but still actively opposed any policies to tighten export controls on Nvidia chips. Why?
Commerce could have blocked chip shipments to Megaspeed the moment it found out that it was run by a Chinese spy, but it did not. Commerce has also refused to enforce regulations—which ironically remain on the books—that would require exporters to apply for a license to ship large numbers of AI chips to untrusted entities in many countries, which would prevent China from using shell companies like Megaspeed to buy controlled chips. And Commerce has done nothing to cut off China’s remote access of controlled chips, or its ability to buy controlled chips in the United States.
Why is Commerce protecting Jensen and supporting his preferred policies even though it has known for months that Jensen was sleeping with a Chinese spy? Why is it STILL doing so?
Obviously Nvidia needs to take significant steps in its operations, security, and policy advocacy to ensure it takes national security concerns more seriously. But it is even more important that the Department of Commerce tighten up export controls to prevent things like this from ever happening again. It is utterly baffling that despite being privy to this information for months, they have not taken even the most basic actions to protect the country, such as cutting off a company that is literally run by Chinese spies from buying AI chips.
By the way, as of this writing, Nvidia STILL lists Megaspeed as a “regional cloud partner” on its website.
The biggest problem remains unaddressed: the Department of Commerce has enacted policies—at the encouragement of Jensen, and which the MSS reportedly sought as well—that allow China to continue to access the most advanced Nvidia chips, including via Megaspeed. @CommerceGov leadership knew that Jensen was sleeping with a Chinese spy and that Megaspeed was a Chinese cutout, but still actively opposed any policies to tighten export controls on Nvidia chips. Why?
Commerce could have blocked chip shipments to Megaspeed the moment it found out that it was run by a Chinese spy, but it did not. Commerce has also refused to enforce regulations—which ironically remain on the books—that would require exporters to apply for a license to ship large numbers of AI chips to untrusted entities in many countries, which would prevent China from using shell companies like Megaspeed to buy controlled chips. And Commerce has done nothing to cut off China’s remote access of controlled chips, or its ability to buy controlled chips in the United States.
Why is Commerce protecting Jensen and supporting his preferred policies even though it has known for months that Jensen was sleeping with a Chinese spy? Why is it STILL doing so?
Obviously Nvidia needs to take significant steps in its operations, security, and policy advocacy to ensure it takes national security concerns more seriously. But it is even more important that the Department of Commerce tighten up export controls to prevent things like this from ever happening again. It is utterly baffling that despite being privy to this information for months, they have not taken even the most basic actions to protect the country, such as cutting off a company that is literally run by Chinese spies from buying AI chips.
By the way, as of this writing, Nvidia STILL lists Megaspeed as a “regional cloud partner” on its website.
Breaking News: Nvidia opened an investigation into Jensen Huang, its CEO, after he acknowledged to the company’s board that he had been intimate with a business executive who U.S. intelligence determined to be a Chinese spy. nyti.ms/3ViPMAt
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۱۶:۲۵/ ۱۷ آبان
ارزیابی ها نشان می دهد امریکا قصد دارد یک زمان حدودا دو هفته ای را صرف دیپلماسی کند و پس از آن درباره حمله نظامی به ایران تصمیم خواهد گرفت. این زمان به درخواست ونس ایجاد شده است. شواهد نشان دهنده این نیست که امریکا قصد انعطاف درباره شروط هفت گانه ایران را داشته باشد و ایران نیز از موضع خود درباره ضرورت تحقق شروط قبل از آغاز هرگونه مذاکره کوتاه نخواهد آمد. ایران اساسا در این باره تردید دارد که ونس صداقت، قدرت و نفوذ کافی برای پیشبرد این پروژه داشته باشد.
ارزیابی ها نشان می دهد امریکا قصد دارد یک زمان حدودا دو هفته ای را صرف دیپلماسی کند و پس از آن درباره حمله نظامی به ایران تصمیم خواهد گرفت. این زمان به درخواست ونس ایجاد شده است. شواهد نشان دهنده این نیست که امریکا قصد انعطاف درباره شروط هفت گانه ایران را داشته باشد و ایران نیز از موضع خود درباره ضرورت تحقق شروط قبل از آغاز هرگونه مذاکره کوتاه نخواهد آمد. ایران اساسا در این باره تردید دارد که ونس صداقت، قدرت و نفوذ کافی برای پیشبرد این پروژه داشته باشد.
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Looks like more “falling debris”
Windows BLOWN OUT across several floors of Saudi Aramco Tower — Reuters
The building in Riyadh's financial district was damaged by falling debris after the military INTERCEPTED TWO MISSILES launched by Yemen’s Houthis
No casualties reported, the kingdom's Energy Ministry says
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RT @AliVaez: When the U.S. conducted Operation Midnight Hammer in June 2025, it achieved something significant: Stilling Iran's enrichment…
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RT @AliVaez: 6/6 There's a reason that "Top Gun: Maverick" didn't have a sequel called "Top Gun: Accountancy, Disposal and Transparency Mea…
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