Libertarian think tank analyst on Trump Admin’s equity investments in critical mineral supply chain: “If Washington wants more domestic rare-earth magnet capacity, why not just buy the magnets? Clearly, regulatory obstacles exist, but letting firms compete rather than try to pick “champions” would be the preferable market approach.”
Houthis warning they could get involved... Like the Strait of Hormuz they can control the Bab al-Mandeb, a similar chokepoint controlling access to and from the Red Sea
Seems like the choice is 1) Deal that includes a toll/revenue split on a Hormuz toll 2) Boots on the ground And we will know more by monday
Defense tech is surging. 🚀 After Swarmer’s 500%+ IPO pop, who’s next? Using Crunchbase predictive intelligence, @crunchbasenews identified 12 defense startups most likely to go public based on funding, hiring, and growth signals. See the list.👇 https://t.co/Pt0IqLUH5c
Trump has said this before. It's no more true now than it was then. NATO came to the aid of the US after the 9/11 attacks. It is the only time Article 5 has ever been triggered.
“The bombs are still falling, and the Islamic Republic’s future is uncertain, but one thing is already clear: The Iranian regime is preparing for its next war - against its own citizens.”
AI in cybersecurity is your new frenemy. It supercharges attacks via rogue AI and blind spots, yet also defends at machine speed, spotting patterns and automating responses. Success requires adapting classic security. https://t.co/9XdfJYGyDr

🚨 THIS IS GETTING DARK Iran’s IRGC just dropped the minimum age for war support roles down to 12 years old. Children as young as 12 are now being recruited for patrols, checkpoints, and logistics under a new program called “For Iran.”...
Cloud phones are the latest tool to be used against banking app users and the security community should take notice. https://t.co/temWl9DMlh

We looked at these scenarios and more — each one highly risky, highly resource intensive, and highly unlikely to have the effect Trump seeks. For Iran, these will be far from “final blows” in an existential conflict. On @TheTerminal: https://t.co/fclmIu8hzC https://t.co/N6PWbx454s
China unveils full-process demonstration of Atlas drone swarm operations system, expert highlights algorithm-enabled combat upgrades https://t.co/KM8FySikPc

I mean, how the hell is this even legal? Was it part of the contract that the seller is entitled to say “screw you and the money you've paid us, we're talking these weapons for ourselves”? https://t.co/lvVavbWUO5

It's as if zero planning or thoughtful analysis occurred prior to launching the conflict. https://t.co/agSNYIA2oJ

Key mistake the West made after Putin's invasion of Ukraine was not to embargo Russian oil. The result is that - more than 4 years later - Russia is still waging war with appalling loss of life. A short, sharp...
Israel eliminated Alireza Tangsiri, commander of the IRGC Navy, in last night's airstrikes. All eyes on the strait
Trump 1.0 too. @MarkTEsper and General Mark Milley absolutely gutted the Army Corps of Engineers, Army Watercraft, Port Operations and Joint Logistics. That’s why the Baltimore Bridge rubble is STILL not fully cleared two years later and why the Gaza...
All favors lead to Putin: Pentagon considers diverting Ukraine military aid to the Middle East https://t.co/GdVQgMTANi
Trump should tell the Israel-first Jewish donors we’re leaving the Middle East and pulling all Israel protection tomorrow unless they squeeze the GOP Senate to pass the SAVE Act.

Trump's likely options: Ultimatum/ground operation Declare ceasefire or Delay choosing, writes @citrinowicz My take: most likely path is "kick the can down the road" https://t.co/aiHrwFKqur

“NEVER FORGET”. Trump’s threat to NATO. And its countries. Tariffs. Then? What is Putin thinking? https://t.co/9rM5Qpfg8L

NATO says Europe and Canada spent 20% more on defense in 2025 https://t.co/bWVSmelFPz via @AfPalasciano @GoodOldSlav https://t.co/bTPLYjt9TF
MOSCOW, March 26 (Reuters) - Russia is pleased about Ukrainian President Volodymyr Zelenskiy statement that the U.S. is making its offer of security guarantees conditional on Kyiv ceding all of the country's eastern region of Donbas to Russia, a senior...
Is there a unilateral tweet Trump could make today that results in a "peace" trade that is NOT corroborated by official Iran

The Saudis are lobbying the US for war to continue. On the surface, they want Iran to be properly defeated, but there's another reason. They're making lots more money now than before the war, even with somewhat lower export volumes...

"The Pentagon is considering whether to divert weapons intended for Ukraine to the Middle East as the war in Iran depletes some of the U.S. military’s most critical munitions, according to three people familiar with the matter. Although a final decision...

"UK Defence Secretary John Healey has been speaking to our colleagues on BBC Breakfast. He says there is an 'axis of aggression' between Russia and Iran. He announces that the latest defence intelligence shows that, ahead of the conflict in the...
In fairness to her, Australia is rationing diesel too & doesn’t have a single spare destroyer to send to the Persian Gulf. Worse, all the King’s navies combined, UK, Australia, New Zealand and Canada, can only field about 3 ready destroyers...
Let me give you a hint, Secretary: you could lose a few fingers and still have enough left to count that number. Pathetic. Not even enough escorts to protect one of your own carriers. Even worse, you cut corners so they...

🚨 TRUMP SETS 4–6 WEEK DEADLINE TO END IRAN CONFLICT President Trump is pushing for a quick resolution within 4 to 6 weeks and has proposed a 15-point peace plan that includes dismantling Iran’s nuclear sites. Meanwhile, the U.S. is deploying 1,000...

27 seconds. That's the fastest observed cyberattack breakout time. Average: 29 minutes. CrowdStrike + IBM just integrated their AIs for machine-speed containment. Human analysts are no longer the first responder. They're the exception handler. https://t.co/47q7R5dt3q

News about an iPhone exploit kit called Coruna has generated a lot of buzz. Boris Larin (@oct0xor) of the GReAT team digs into the kit and explores the attack chain. And yes, there are clear links to Operation Triangulation. Details:...

> ukrainians fight for freedom > use small boats to devastate a great power’s ships in the Black Sea > freeing captives > burn down ports Holy shit, that’s 1616 all over again. https://t.co/Yvxyis4wbG
Iran's bid to start charging a fee to vessels crossing the Strait of Hormuz (Tehran never ratified the UNCLOS despite signing it in 1982) is making other countries ensure they don't encounter such risks in other chokepoints -- the Straits...
These narratives are likely just a reflection of the U.S. searching for a symbolic win, rather than a practical military plan. #iranwar #marines #geopolitics https://t.co/tCey0wFpxi
Trump’s Ambivalence on Taiwan Opens a Historic Opportunity for China—Deterring an attack on the island has been a bedrock American policy for 75 years; Xi Jinping sees a chance to change that @Lingling_Wei @learyreports https://t.co/mmAd9KXLlm https://t.co/mmAd9KXLlm
Iranian parliament speaker Ghalibaf. "Based on some data, Iran's enemies, with the support of one of the regional countries, are preparing to occupy one of the Iranian islands. All enemy movements are under the full surveillance of our armed...
US needs a totally new air defense strategy. This also includes congressional advocacy, procurement, etc. Leadership has failed us here. Little movement for many years when it was clear the nature of the mission was morphing rapidly. Time for a...
Great to sit down with Tom Field today at the ISMG studio at RSAC. We talked about CXO Advisor, the market, and what we’re seeing across security leaders right now. Always a great conversation.
This has been a week of the most confusing and contradictory headlines I’ve ever seen in 30 years. Iranian Foreign Minister Abbas Araghchi said that an exchange of messages between the two countries through mediators “does not mean negotiations with...
I think this is more about Europe - war ends when Europe is entering on US side, because China needs a good relation with Europe. When Europa partners with USA (Trade, energy, defense and tech) the West has the upperhand...

NYT Iran War status check Certainly doesn’t 𝙛𝙚𝙚𝙡 like this is on the verge of wrapping https://t.co/VNfArjsLyq
Torturing a toddler to make his father "confess" is absolutely an IDF tactic. We've seen the evidence.

Gaza’s Health Ministry reports that TWO Palestinians have been killed in the past 24 hours by Israeli forces. This brings the total number of Palestinians killed since the beginning of the so-called ceasefire to at least 689. What’s Trump’s "Board of Peace"...
Lots of discussion of countering UAVs at the moment. @Justin_Br0nk and I published this in 2024: https://t.co/dsSGyI9mfx Lots of others with similar conclusions. The answers have been known for some time - the problem is implementation. @RUSI_org @roberttollast
I thought this was an interesting interview with a former general about what "boots on the ground" in Iran might look like, and also what would (and wouldn't be accomplished) by some landing on Kharg Island https://t.co/DDEilUbnMz
After Nearly A Month Of Epic Fury There’s No Off-Ramp In Clear Sight Rejected proposals from the U.S. and Iran show how far off the parties are on any negotiated ceasefire. https://t.co/r2LKTln6n8
I believe a deadline for disarmament should be set…after the operation with Iran has concluded.
“Many of the 13 military bases in the region used by American troops are all but uninhabitable, with the ones in Kuwait, which is next door to Iran, suffering perhaps the most damage.” -NYT just now First MSM admission I’ve seen of...
The announcement of Trump's PCAST council looks like a who's who of Silicon Valley, Zuckerberg, Huang, Brin, Su. But the most surprising detail to me: Oracle has two seats at a 13-person table. Larry Ellison and Safra Catz give Oracle more...
I said last June-July: China got the message, Hormuz Strait will be closed, and started preparing for it. Read details below.