🚨 IRAN CONFLICT DAY 4, HERE’S WHAT JUST HAPPENED:
No signs of de-escalation. It’s getting worse.
– Israel just launched a GROUND INCURSION into southern Lebanon. 91st Division deployed at “strategic points” along the border. First ground operation in Lebanon since 2006.
– IDF is running simultaneous strikes on Tehran AND Beirut. Two wars on two fronts.
– Hezbollah launched a swarm of drones at an Israeli airbase at dawn today.
– Israel k*lled a senior IRGC Quds Force commander in a Beirut airstrike overnight. He was the key link between Iran and Hezbollah.
– Al-Arabiya reporting Israeli special forces and Mossad operatives active on the ground INSIDE Iran overnight. Unconfirmed but massive if true.
– Iran death toll now at 787. Rising fast.
– Qatar shot down 2 Iranian Su-24 fighter-bombers. Gulf states are now actively engaging Iranian military assets.
– US Embassy in Riyadh hit by 2 Iranian drones. Embassies in Kuwait and Saudi Arabia both closed until further notice.
– State Dept ordered evacuation of non-emergency personnel from 6 countries. Told Americans in 15 Middle East countries to “depart now.”
– Congress aiming to vote on a war powers resolution this week.
– Trump says the US is “substantially ahead of schedule.” Rubio says “the hardest hits are yet to come.”
Now the market fallout:
– S&P futures down 1.5%. Nasdaq futures down 2%. Dow futures down 705 points.
– Saudi Aramco shut down Ras Tanura, their LARGEST refinery. 550,000 barrels/day offline after Iranian drone strike.
– QatarEnergy halted ALL LNG production. European natural gas futures spiked 40%.
– Insurance companies cancelling war risk coverage for any vessel entering the Persian Gulf. Shipping is frozen.
– Oil up for a 3rd straight day. Analysts warning $100+ if Hormuz stays closed.
– Defense stocks only green on the screen. South Korean defense names surging 20-30%.
Day 4. Two active ground wars. Energy infrastructure under attack.
The next few days and weeks will be EXTREMELY volatile.
$RIVER
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