Defense Social Media and Updates

Ukraine Achieves China-Free Drone Production Milestone
SocialMar 12, 2026

Ukraine Achieves China-Free Drone Production Milestone

NYT: Ukraine Reaches a Milestone: Making ‘China-Free’ Drones—The country has prioritized self-sufficiency in producing a crucial battlefield weapon, though weaning itself fully off cheaper Chinese components is difficult. https://t.co/1VEbDkSJyw

By Jonathan Cheng
UNSC Silence Explained: US Veto and Israel Influence
SocialMar 12, 2026

UNSC Silence Explained: US Veto and Israel Influence

Why hasn't the UNSC condemned the US and Israel attacks on Iran? Oh silly me. The US is a permanent UNSC member with a veto. And Israel pulls its strings.

By Frances Coppola
Iran Endures Heavy Hits, Wins Through Resilience
SocialMar 12, 2026

Iran Endures Heavy Hits, Wins Through Resilience

US/Israel vs Iran War in a NUTSHELL Iran is definitely taking the blows, heavy blows…. But Iran is the winner by just resilience and fighting back… https://t.co/fuE7pL2ysb

By Kudzai Mutisi
Iran Ramps up Energy Attacks as Oil Stays Sub‑$100
SocialMar 12, 2026

Iran Ramps up Energy Attacks as Oil Stays Sub‑$100

Overnight Iran reacted to the IEA's oil release intensifying its attacks on regional energy targets, including two small-sized fuel tankers in Iraq. Tehran knows oil is what could force President Trump to end the war early. Still, both Brent and...

By Javier Blas
Leonardo Poised for Strong Growth; Buy on Pullback
SocialMar 12, 2026

Leonardo Poised for Strong Growth; Buy on Pullback

Macro: Leonardo targets strong growth—orders €25bn, revenues €21bn, EBITA €2.03bn. Key: state backing, cash generation; Risk: execution, defence budget shifts. Trade: buy on pullback 📈. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov

By Viktor Kopylov, PhD, CFA
Perception, Not Power, Determines War’s Endgame
SocialMar 12, 2026

Perception, Not Power, Determines War’s Endgame

Let me tell you the secret difference between a Navy and merchant ship captain that goes beyond the obvious. It’s 1AM & I feel sick to my stomach over this war and can’t sleep. I’m at a shipowner conference & I had...

By John Konrad
CRINK's Demise Highlights Fragmented Anti‑US Alliance
SocialMar 12, 2026

CRINK's Demise Highlights Fragmented Anti‑US Alliance

“One casualty of the strikes on Iran should be the ugly acronym ‘CRINK’…Although the four countries share an opposition to the United States…there is little that unites…beyond the Chinese Communist Party’s solipsistic pursuit of its own interests.” https://t.co/p4n7y6ZuGu

By Jonathan Cheng
US Intelligence Says Iran Regime Remains Stable
SocialMar 12, 2026

US Intelligence Says Iran Regime Remains Stable

Exclusive: US intelligence says Iran government is not at risk of collapse, say sources https://t.co/HRPmb0prDr

By Guy Faulconbridge
Six Merchant Ships Attacked in Gulf Amid War
SocialMar 12, 2026

Six Merchant Ships Attacked in Gulf Amid War

Six vessels attacked in Gulf, Strait of Hormuz as war puts merchant ships on front lines https://t.co/pAYt6WBG5O

By Guy Faulconbridge
Trump Feigns Ignorance After US Admits School Strike
SocialMar 12, 2026

Trump Feigns Ignorance After US Admits School Strike

'Don't know about it': Trump plays dumb after US military admits it hit Iranian school https://t.co/fCHq47pjQo

By Harold (Hal) Good
US Navy Limits Signal Global Trade’s Fragile Future
SocialMar 12, 2026

US Navy Limits Signal Global Trade’s Fragile Future

We are witnessing the end of globalization If the US military with the massive armada assembled within 500 miles can’t protect ships in this region, we stand little chance of protecting our container shipments from Asia in the event of a...

By Craig Fuller
Erdogan Warns Against Zionist Plot, Urges Regional Safeguards
SocialMar 12, 2026

Erdogan Warns Against Zionist Plot, Urges Regional Safeguards

#TurkeyWatch 🇹🇷: President Erdoğan warns: “We must not fall for the Zionist massacre network’s game of “killing the bird with someone else’s stone”. We are taking the necessary precautions against bloody scenarios that some want to stage in our region.” https://t.co/2JesCmUlN4

By Steve Hanke
Mutually Assured Destruction No Longer Exists, Nobel Game Theory Insight
SocialMar 12, 2026

Mutually Assured Destruction No Longer Exists, Nobel Game Theory Insight

As you observe the war have you considered “mutually assured destruction?” Does that exist now? No. An oldie but goodie from a Nobel winner on my podcast, discussing the issue, game theory: https://t.co/7kaWq2OyDD

By Michael Covel
Bremmer Positions Iran on TACO‑FAFO Spectrum
SocialMar 12, 2026

Bremmer Positions Iran on TACO‑FAFO Spectrum

Simply had to share this. Ian Bremmer's take on where Iran currently stands on the TACO-FAFO spectrum. https://t.co/mfNXtENe1q

By Vandana Hari
US‑Israel Operation
SocialMar 12, 2026

US‑Israel Operation

Fully agree with General Petraeus. The U.S. and Israel have had enormous success. The operation continues. The straights of Hormuz a significant variable at the moment.

By John Spencer
Erdoğan Rejects Sectarian Labels, Emphasizes Unity in Islam
SocialMar 12, 2026

Erdoğan Rejects Sectarian Labels, Emphasizes Unity in Islam

#TurkeyWatch 🇹🇷: President Erdoğan emphasizes: “We are moving carefully to protect Türkiye from the fire surrounding it. We have never viewed the Iranian people as Shia or Sunni, Turk or Kurd. For us, there is no ‘Sunni-ism’ or ‘Shia-ism’—only Islam.” https://t.co/zPyvCgXvIE

By Steve Hanke
Iran Conflict Fuels Gulf Tanker Attacks, Crude Surge
SocialMar 12, 2026

Iran Conflict Fuels Gulf Tanker Attacks, Crude Surge

About to jump on CNBC @asiasquawkbox to talk about the Iran War, the Strait of Hormuz, the latest tanker attacks in the Gulf, and tonight’s jump in the price of crude. Tune in! https://t.co/myMaR7VRA7

By Rory Johnston
Satellite Shows Possible B‑2 GBU‑57 Strikes on Iran’s
SocialMar 12, 2026

Satellite Shows Possible B‑2 GBU‑57 Strikes on Iran’s

Did B-2s Just Drop GBU-57 Massive Ordnance Penetrators On Another Iranian Nuclear Site? Satellite imagery shows a prized hardened facility at Iran's Parchin military complex with three massive impact points in a neat row on top. https://t.co/iqrFn2XO2R

By Tyler Rogoway
China’s Leverage over Iran Could Shape Xi‑Trump Summit
SocialMar 12, 2026

China’s Leverage over Iran Could Shape Xi‑Trump Summit

This is just my wild guess: If the IRGC continues to block the Strait of Hormuz and begins targeting China-linked vessels, Beijing may not rule out the possibility of deploying naval forces to escort commercial ships through the strait. That said, naval...

By Shanghai Macro Strategist
AI Lowers OSINT Barriers, Turns Iran Conflict Into Theater
SocialMar 11, 2026

AI Lowers OSINT Barriers, Turns Iran Conflict Into Theater

How AI is turning Iran conflict into theater There’s a confluence of factors at play. AI coding tools mean people don’t need much technical skill to assemble open-source intelligence anymore, and chatbots can offer fast, if dubious, analysis of it. Yup.....

By Paul Triolo
UN Security Council Condemns Iran's Attacks on Gulf Civilians
SocialMar 11, 2026

UN Security Council Condemns Iran's Attacks on Gulf Civilians

UN Security Council Condemns #Iran Attacks Against Gulf Neighbors The resolution, proposed by Bahrain on behalf of GCC, decried Iran’s retaliation against civilian targets, including energy facilities, as an international law violation. @Magdalena_971 https://t.co/P9t8JHNDMg

By Eric Martin
Iranian USVs Ignite Two Oil Tankers, 400k Barrels Threatened
SocialMar 11, 2026

Iranian USVs Ignite Two Oil Tankers, 400k Barrels Threatened

The Malta-flagged 50k ton Greek-owned tanker and Marshall Is-flagged 74k ton American-owned tanker is on fire in the anchorage off Iraq. It is suspected the ships were hit by Iranian unmanned surface vessels (USVs). The ships were involved...

By Sal Mercogliano
Shahed Drone Range Too Short for US Threat
SocialMar 11, 2026

Shahed Drone Range Too Short for US Threat

JTBC an Iranian Shahed drone has a range of about 2000 km For one to hit California, it would have to be launched from the middle of the ocean. Even smuggled into Hawaii, it wouldn't make it to CA. The only way...

By Christopher S. Penn
Russian Spies Duped Ordinary Europeans Into Delivering Explosives
SocialMar 11, 2026

Russian Spies Duped Ordinary Europeans Into Delivering Explosives

Russian intel recruited ordinary citizens across Europe to post packages to the UK and Poland that turned out to contain explosives. I hadn't heard about this when the couriers were arrested. Now one has spoken about how he was tricked...

By Kim Zetter
Iran Could Block Hormuz Using Low‑Cost Drones, Like Ukraine
SocialMar 11, 2026

Iran Could Block Hormuz Using Low‑Cost Drones, Like Ukraine

I'm no Middle East expert, but looking at how Ukraine, without a Navy, destroyed the Russian Black Sea fleet using cheap drones, I would expect Iran, which is 3x larger than Ukraine, will find a way to block the Strait...

By Oleg Ciubotaru
Iranian School Hit After Being Misidentified as Military Target
SocialMar 11, 2026

Iranian School Hit After Being Misidentified as Military Target

NEW FROM WAPO: The Iranian school building where scores of children were killed as the U.S. and Israel began their massive aerial campaign was on a U.S. target list and may have been mistaken for a military site, multiple people...

By Dan Lamothe
China Won’t Risk Credibility by Pressuring Others
SocialMar 11, 2026

China Won’t Risk Credibility by Pressuring Others

Evergreen argument. Unfortunately, I've heard this same argument many times on Russia ("Beijing should pressure Moscow" to deescalate with Ukraine), North Korea ("Beijing should coerce and pressure for denuclearization"), and Pakistan ("Beijing should press its partner" in at least two...

By Evan Feigenbaum
Cuts to Civilian‑protection Team Lead to Tragic School Bombing
SocialMar 11, 2026

Cuts to Civilian‑protection Team Lead to Tragic School Bombing

They gutted the team that operationally helps the US military avoid civilian casualties during war. Then we killed over 150 schoolgirls by accidentally bombing their school. This administration is torching American soft power.

By Seth Bannon
Pentagon Bans Photographers over Unflattering Hegseth Images
SocialMar 11, 2026

Pentagon Bans Photographers over Unflattering Hegseth Images

Thank you to everyone who read and commented on our story about the Pentagon shutting out photographers for publishing “unflattering” photos of Defense Sec. Pete Hegseth. As always, I’m reachable on Signal at scottnover.99 if there’s anything you think I...

By Scott Nover
Delaying Action Costs More: Strategy and Uncertainty Discussed
SocialMar 11, 2026

Delaying Action Costs More: Strategy and Uncertainty Discussed

"Can America and Israel finish the job? A conversation with John Spencer." I had a great talk w/ my dear friend @havivrettiggur on his "Ask Haviv Anything" podcast. We talk about strategy, uncertainty, and the price of waiting too long...

By John Spencer
Iran Demands US‑Israel Halt Bombings to End War
SocialMar 11, 2026

Iran Demands US‑Israel Halt Bombings to End War

Iran is demanding as a condition to ending the war a pledge the the U.S. and Israel stop bombing it and killing its leaders. That's... eminently reasonable. https://t.co/XZ3jlXDTIP

By Matt Stoller
Escalating Attacks Threaten Strait of Hormuz Disruption
SocialMar 11, 2026

Escalating Attacks Threaten Strait of Hormuz Disruption

The last 24 hours have brought the most sustained attacks from both sides since the conflict started. We could see this escalation spill into the Strait of Hormuz with mines and further maritime disruption. Full video analysis exclusively on...

By Peter Zeihan
U.S. Military Abandons Reconstruction, Embraces Endless Destruction
SocialMar 11, 2026

U.S. Military Abandons Reconstruction, Embraces Endless Destruction

For decades, US military doctrine meant: if you break a country, you own the reconstruction. General "Spider" Marks says that calculus is gone. "We're just going to break it. And if you get back on that horse and you think...

By Laura Shin
US Bombers Deploy Bunker Busters, Boost Air Supremacy Over Iran
SocialMar 11, 2026

US Bombers Deploy Bunker Busters, Boost Air Supremacy Over Iran

Bombers In England Being Loaded With Bunker Busters A Sign Of Increasing Air Supremacy Over Iran There are now 15 American bombers that are flying strike missions against Iran from RAF Fairford. https://t.co/mveSNbKWeo

By Tyler Rogoway
FBI Alerts California: Iran Plans Offshore Drone Strikes if Attacked
SocialMar 11, 2026

FBI Alerts California: Iran Plans Offshore Drone Strikes if Attacked

FBI recently sent warning to California police about intelligence it obtained from Feb that Iran "aspired" to launch drone strikes in the event the US attacked Iran. They planned to hit unspecified targets in the state from a vessel located...

By Kim Zetter
Israel's Lebanon Bombings Displace 13.5% of Population
SocialMar 11, 2026

Israel's Lebanon Bombings Displace 13.5% of Population

Israel's bombing of Lebanon has displaced 800,000 people. 13.5% of the population. That would be like 47 million people being displaced in the US. The population of Maryland, Colorado, Minnesota, South Carolina, Louisiana, Kentucky, Oregon, Oklahoma, Connecticut, Utah combined.

By Seth Bannon
Iran's Missile Hits Israeli Satellite Hub, Raising Global Alarm
SocialMar 11, 2026

Iran's Missile Hits Israeli Satellite Hub, Raising Global Alarm

Iran Missile Strike on Israel’s Satellite Communications Hub. Viral Footage of SES Ha’Ela Teleport Destruction Sparks Global Strategic Alarm https://t.co/aptNPBChhA

By Peter B. de Selding
DoD Recruits Wall Street
SocialMar 11, 2026

DoD Recruits Wall Street

Uncle Sam wants YOU, sponsor coverage bankers of Wall Street. @semafor scoop on DoD's push to hire investment bankers with deep ties to PE as it hunts for natsec deals https://t.co/lTRGjUesXl

By Liz Hoffman
Hormuz Closure Could Redefine US‑Iran Power Balance
SocialMar 11, 2026

Hormuz Closure Could Redefine US‑Iran Power Balance

The Strait of Hormuz is turning into the key test of strength between the US and Iran. I've been thinking about what happens if it stays closed for an extended period. My conclusions might surprise you. https://t.co/mPXBo8HuqY

By Michael Liebreich
Israel, U.S. Seek Conditions, Not War, for Iran Regime Change
SocialMar 11, 2026

Israel, U.S. Seek Conditions, Not War, for Iran Regime Change

Both Israel and U.S. are clear on this. "Iran regime change not military goal, creating conditions for it is" https://t.co/LsttUiENZi

By John Spencer
Pentagon Bars Photographers After Unflattering Briefing Images
SocialMar 11, 2026

Pentagon Bars Photographers After Unflattering Briefing Images

The National Press Club’s statement on our story in The Washington Post on the Pentagon banning photographers from briefings after they published “unflattering” photos. https://t.co/4EbXGWkVHt https://t.co/yWQniBhU0i

By Scott Nover
Iran Targets US Markets; Conflict Strains Credit Channels
SocialMar 11, 2026

Iran Targets US Markets; Conflict Strains Credit Channels

March 3, 2026 edition of FFTT: "Iran doesn't need to defeat the US military; just the UST market" March 11, 2026: "S&P has warned that the Middle East conflict is beginning to strain credit channels across multiple sectors" https://t.co/pnftNUeht5

By Luke Gromen
German MilSatcom Program Overloaded, Delays Expected
SocialMar 11, 2026

German MilSatcom Program Overloaded, Delays Expected

.@RheinmetallAG on @OHB JV, + @Airbus as production partner, for $10B German milsatcom constellation, updates on @iceye_global radarsat JV. @bundeswehrInfo generating more procurements than @BaainBw ecosystem can handle. Delays likely. @AirbusSpace.https://t.co/lrTwhaP1uT https://t.co/BWNyguo0Ab

By Peter B. de Selding
Truce Hangs on Unlikely Iranian Nuclear Commitment
SocialMar 11, 2026

Truce Hangs on Unlikely Iranian Nuclear Commitment

and if Israel & US truce depends on Iran pledging no more nuclear program does anyone believe this?

By Ellen Wald
Hezbollah Launches 100 Rockets; Lebanon Fails to Curb Group
SocialMar 11, 2026

Hezbollah Launches 100 Rockets; Lebanon Fails to Curb Group

Hezbollah fired roughly 100 rockets into Israel. The group remains undeterred and continues to follow the orders of the Iranian regime. Lebanon has failed to disarm Hezbollah or assert sovereignty over its own territory.

By John Spencer
Seafarer Deaths Surpass US Casualties, Strait Reopening Uncertain
SocialMar 11, 2026

Seafarer Deaths Surpass US Casualties, Strait Reopening Uncertain

1/6 Ten seafarers have now been killed in 13 attacks on merchant vessels since the Iran conflict erupted on February 28 — more than the 7 U.S. servicemen killed in the war. The focal point is shifting: can the Strait of...

By Jim Bianco
China's MoD Warns of US AI Military Access Demand
SocialMar 11, 2026

China's MoD Warns of US AI Military Access Demand

MoD's Jiang Bin on U.S. Department of Defense requests that U.S. tech companies allow the military unrestricted use of artificial intelligence technology. https://t.co/rZKz1aYBfu https://t.co/rQrEDOVcck

By Paul Triolo
Iran's IRGC Threatens US Tech Firms Linked to Israel
SocialMar 11, 2026

Iran's IRGC Threatens US Tech Firms Linked to Israel

Iran's IRGC warns that offices/infrastructure of US firms with links to Israel or whose technology has been used to assist the military will be targeted for physical attack. This includes infrastructure of Google, Palantir, Microsoft, IBM, Nvidia, Oracle https://t.co/M5nw4IhpCK

By Kim Zetter
US Spends $4 Billion on Munitions in First 72 Hours
SocialMar 11, 2026

US Spends $4 Billion on Munitions in First 72 Hours

"The US used as much as $4 billion worth of munitions in the first 72 hours of its attacks against Iran" https://t.co/j5LKsavuyS

By Joe Weisenthal