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.
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.
Last week's thread is here.
The Imperialism Reading Group is here.
Please check out the RedAtlas!
The bulletins site is here. Currently not used.
The RSS feed is here. Also currently not used.
The Zionist Entity's Genocide of Palestine
Sources on the fighting in Palestine against the temporary Zionist entity. In general, CW for footage of battles, explosions, dead people, and so on:
UNRWA reports on the Zionists' destruction and siege of Gaza and the West Bank.
English-language Palestinian Marxist-Leninist twitter account. Alt here.
English-language twitter account that collates news.
Arab-language twitter account with videos and images of fighting.
English-language (with some Arab retweets) Twitter account based in Lebanon. - Telegram is @IbnRiad.
English-language Palestinian Twitter account which reports on news from the Resistance Axis. - Telegram is @EyesOnSouth.
English-language Twitter account in the same group as the previous two. - Telegram here.
Mirrors of Telegram channels that have been erased by Zionist censorship.
Russia-Ukraine Conflict
Examples of Ukrainian Nazis and fascists
Examples of racism/euro-centrism during the Russia-Ukraine conflict
Sources:
Defense Politics Asia's youtube channel and their map. Their youtube channel has substantially diminished in quality but the map is still useful.
Moon of Alabama, which tends to have interesting analysis. Avoid the comment section.
Understanding War and the Saker: reactionary sources that have occasional insights on the war.
Alexander Mercouris, who does daily videos on the conflict. While he is a reactionary and surrounds himself with likeminded people, his daily update videos are relatively brainworm-free and good if you don't want to follow Russian telegram channels to get news. He also co-hosts The Duran, which is more explicitly conservative, racist, sexist, transphobic, anti-communist, etc when guests are invited on, but is just about tolerable when it's just the two of them if you want a little more analysis.
Simplicius, who publishes on Substack. Like others, his political analysis should be soundly ignored, but his knowledge of weaponry and military strategy is generally quite good.
On the ground: Patrick Lancaster, an independent and very good journalist reporting in the warzone on the separatists' side.
Unedited videos of Russian/Ukrainian press conferences and speeches.
Pro-Russian Telegram Channels:
Again, CW for anti-LGBT and racist, sexist, etc speech, as well as combat footage.
https://t.me/aleksandr_skif ~ DPR's former Defense Minister and Colonel in the DPR's forces. Russian language.
https://t.me/Slavyangrad ~ A few different pro-Russian people gather frequent content for this channel (~100 posts per day), some socialist, but all socially reactionary. If you can only tolerate using one Russian telegram channel, I would recommend this one.
https://t.me/s/levigodman ~ Does daily update posts.
https://t.me/patricklancasternewstoday ~ Patrick Lancaster's telegram channel.
https://t.me/gonzowarr ~ A big Russian commentator.
https://t.me/rybar ~ One of, if not the, biggest Russian telegram channels focussing on the war out there. Actually quite balanced, maybe even pessimistic about Russia. Produces interesting and useful maps.
https://t.me/epoddubny ~ Russian language.
https://t.me/boris_rozhin ~ Russian language.
https://t.me/mod_russia_en ~ Russian Ministry of Defense. Does daily, if rather bland updates on the number of Ukrainians killed, etc. The figures appear to be approximately accurate; if you want, reduce all numbers by 25% as a 'propaganda tax', if you don't believe them. Does not cover everything, for obvious reasons, and virtually never details Russian losses.
https://t.me/UkraineHumanRightsAbuses ~ Pro-Russian, documents abuses that Ukraine commits.
Pro-Ukraine Telegram Channels:
Almost every Western media outlet.
https://discord.gg/projectowl ~ Pro-Ukrainian OSINT Discord.
https://t.me/ice_inii ~ Alleged Ukrainian account with a rather cynical take on the entire thing.
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https://xcancel.com/AryJeayBackup/status/2053737955986927780
There were also some earlier tankers squawking emergency too. Could be some mysterious attacks happening, but it could also simply be regular old mechanical failures on account of the stress the airframes have been getting put under.
The US ceasefire "plan" is truly a work of genius in this regard - they seem to still be flying a ton of planes on constant air defense patrols, so that what's left of their presence in the region doesn't get immediately obliterated in case the ceasefire breaks (and since the ghouls just can't help themselves with doing stupid provocations against Iran every couple of days, so a bunch of fire keeps happening during a supposed ceasefire), so now Iran, by just being there and doing nothing except stand menacingly, is still attritting the US airforce. We already have news from Israel about the severity of the wear-and-tear on their airfleet from the bombing campaign, and the US has likely suffered similarly - and while flying patrols is probably not as severe as actual bombing missions, it's still going to be taking its toll. For every day that this scheme continues, the US is, in fact, sustaining direct material damage to its forces - a little bit at a time, but it adds up (and the F-35 already had horrible readiness rates before this).
The Iranian missile and drone arsenal, conversely, doesn't suffer attrition in the same manner - those can still undergo some decay over time from just sitting in warehouses, but the Iranians can produce more than enough new replacements to offset that (and even substantially grow their total inventory). Missiles rule, planes drool
(we gotta get some proper missile emojis in honor of Iran, like we have 
)
Khorramshahr-4, Sejjil, and Khaybar-Shekan my beloveds
pov ur a zionist
https://hexbear.net/post/8295750 Pink Shahed, but we do need some actual long range missiles too.