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Observation Group X

@ultrareport.bsky.social
2.3K followers 3.3K following 9.7K posts

Deep security research and analysis filling a void left by the Fourth Estate's abandonment of journalism and replaced with stenography, distortion, disinformation, and psyops.

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Observation Group X @ultrareport.bsky.social · 1m
It only takes a majority vote of both houses to get rid of trump and too many Democrats stood in the way.
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Observation Group X @ultrareport.bsky.social · 1m
We need to enforce the automatic disqualification of everybody regardless of party that has given aid in any form to Trump's insurrection. Both Democrat party leaders in Congress are disqualified there are more Democrats besides them that must go.
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Observation Group X @ultrareport.bsky.social · 10m
China is not involved in any of this foolishness involving Putin, his strategic partners in DC and Tel Aviv or his proxies in Iran. Face and Confucius logic keeps them on the outside of this misadventure of MADCAPS. China is doing their own thing but that can't be understood from Western analysis
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Observation Group X @ultrareport.bsky.social · 14m
China is not involved with any of these misadventures of Putin, his strategic partners installed in DC and Tel Aviv for his proxies in Iran. They will not even buy their oil anymore.
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Dr. Michael MacKay @michaelmackay.bsky.social · 4h
Brexit was an act of war by Russia against the UK and its home in Europe. It was an extension of Russia’s 2014 invasion of Ukraine that defeated the UK’s political establishment in 2016. Chronicling Russia’s war from the beginning, I called out Brexit for what it was more than ten years ago.
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Observation Group X @ultrareport.bsky.social · 3h
I think that's the way it's going to go in aviation. Hybrid electric for the efficiency. China is the new powerhouse on SAF and they're just getting started.
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conifergirl.bsky.social @conifergirl.bsky.social · 5h
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Observation Group X @ultrareport.bsky.social · 4h
but for zero-carbon electric utility, ammonia is the only realistic liquid carrier. Then again, it is far more likely light aviation will go hybrid (SAF) as well and most especially for the powered lift category. Frankie Zapata designs are hybrid.
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Observation Group X @ultrareport.bsky.social · 4h
ammonia stores 121 kg H₂/m³ at mild, propane-like pressure (125 psi) and burns off weight in flight. Paired with SOFC or cracked fuel cells hitting 60–70% efficiency, it delivers 10x the usable energy of batteries. Heavy iron will stay combustion/hybrid,
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Observation Group X @ultrareport.bsky.social · 4h
SAF makes sense for heavy transport and drop-in combustion, but for true zero-carbon light aviation, ammonia beats the alternatives. Batteries carry static deadweight, while pure hydrogen requires 700-bar tanks or -253°C cryogenics. Liquid
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Observation Group X @ultrareport.bsky.social · 5h
Fake mine claims and low-energy hits are market manipulation: AI trading algorithms scrape "tanker attack" headlines, instantly driving crude spikes. Once verified data confirms no sinkings and continuous transit, algorithms fade the move, leaving retail BURNED while volatility is milked.
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Observation Group X @ultrareport.bsky.social · 5h
Given that this activity continues uninterrupted in an exposed maritime corridor, is proof Trump is withholding pre-launch suppression doctrine, despite the military having the full capability to shut down these attacks.
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Observation Group X @ultrareport.bsky.social · 5h
Furthermore, UKMTO has logged zero vessels striking mines. Outbound ships are simply facing low-energy projectile harassment—tactics that cause localized fires and threaten crews, but rarely threaten hull integrity.
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Observation Group X @ultrareport.bsky.social · 5h
UAE managed VLCC AL MAQAM (IMO 9732577) cleared the Gulf on Aug 22 after being stranded. Routing via the Cape of Good Hope, she discharged at ARA/Rotterdam on Oct 8. Claims of an Oct 11 mine strike are as insane as Trump but the IRGC are more believable.
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Observation Group X @ultrareport.bsky.social · 5h
It really is a simple thing. If an ordinary person can point to conduct that gives aid to—or is otherwise part of—an insurrection, the Constitution automatically disqualifies you from being in government.
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Observation Group X @ultrareport.bsky.social · 5h
He is the leader of the caucus of disqualified Democrats by aid to Trump's insurrection. He is no different than the entire GOP senate and enforcement of the automatic bar to all government positions must be without regard for political affiliation.
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Observation Group X @ultrareport.bsky.social · 5h
Multiple delusions colliding at once.
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ffrf.org @ffrf.org · 11/10/2026
You guys can keep repeating this all you want, but it doesn’t make it true. America was founded as a secular republic, not a Christian nation. The Constitution is pretty clear about that.
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MAKS 26 👀🇺🇦 @maks23.bsky.social · 8h
😄😄😄😄
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Observation Group X @ultrareport.bsky.social · 10h
I agree with the principle in general, but not in this specific case. Until information rules it out, it is a mistake to suggest this is not a culture farm for a bioweapon of the highest consequence. I am not alone in this position. substack.com/@ultrareport...
substack.com
Loose Doomsday Pathogen
A worst-case analysis based on IMPERFECT information: how a potential bioweapon threat emanating from Russia creates a new balance of terror.
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Meidas Charise Lee 💙🌊🌴🥥🫘 @chariselee.bsky.social · 13h
Both @abdulelsayed.bsky.social and @mayor.nyc.gov are such great communicators and quick on their feet‼️
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The War on Cars @thewaroncars.bsky.social · 12h
They’re both carrying the same number of people - and probably the same amount of cargo.
Woman wearing black riding, green lime bike. In the background is a blue pickup truck.
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50501: The People’s Movement ❌👑 @50501movement.bsky.social · 11h
We’re having a Wizard of Oz moment on social media right now so pay attention. Yesterday, Ukraine attacked data centers belonging to Yandex, Russia’s biggest tech company.
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Mark Chadbourn @chadbourn.bsky.social · 13h
Putin is dragging Trump down with him.
chadbourn.substack.com
On Board The Sinking Ship
Trump’s allegiance to Putin will destroy him
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Observation Group X @ultrareport.bsky.social · 11h
China is no longer a consumer of seaborne energy in the old sense; it has become Asia’s powerhouse for specialty fuels, especially SAF, and is now a net exporter of energy in totality.
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Observation Group X @ultrareport.bsky.social · 11h
They do not want to talk about the demand side because it is collapsing at unprecedented speed and scale—especially in China, the epicenter of the shift.
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Observation Group X @ultrareport.bsky.social · 11h
Eight weeks ago, the transition crossed the threshold: inventories began rebuilding across the United States, ARA, and Singapore while refinery production was scaled back. This is not the end of the story but the beginning of a new center of gravity on the demand side that is rupturing.
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Observation Group X @ultrareport.bsky.social · 11h
Market manipulators want to keep pretending this is 1973—that GCC supply still determines the global balance—when the transition to alternatives has rendered hydrocarbons obsolete outside specialty uses.
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Observation Group X @ultrareport.bsky.social · 11h
RB advisors need to find a different data source: September had eight tanker exits through Hormuz; only two were fresh liftings. The rest were stranded, previously loaded cargoes. That is not a supply rebound—just marginal barrels moving amid extensive GCC infrastructure damage.
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Xela Hart @xelahart.bsky.social · 13h
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Observation Group X @ultrareport.bsky.social · 12h
In the present form, all of it is generated from the same source. Mostly to support the strategic partners that Putin has installed in our governments including Israel. It benefits him most of all.
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Steven Beschloss @stevenbeschloss.bsky.social · 15h
Forget bringing down the price of diesel and actually quelling the fury of American farmers, truckers & all those who depend on diesel. Trump’s deal with Putin—aiding Russia’s war against Ukraine—is about trying to survive the midterms & avoid accountability. www.americaamerica.news/p/another-be...
americaamerica.news
The Deepening Betrayal By Putin’s Servant
In his deal with Vladimir Putin for Russian diesel, Donald Trump assists Russia’s war against Ukraine and its fight for survival
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Observation Group X @ultrareport.bsky.social · 14h
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Chris⚖️Justice @chrisjustice01.bsky.social · 20h
Ukraine: A mother a child die holding hands after a Russian bombing, as Trump praises Putin 10/12/26
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Observation Group X @ultrareport.bsky.social · 14h
I disagree with the assessment that a direct Russian assault on Europe is low. While I agree Russia does not have the capability to open a front against Europe directly, that does not mean they will not do it for political effect—most especially at a point of collapsing on the field in Ukraine.
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Peter Benn @thatproviso.bsky.social · 14h
Zelenskyy Sent 10,000 Drones at Moscow, and Trump Told Ukraine to Fire Him professorbonk.substack.com/p/zelenskyy-... #Girkin
professorbonk.substack.com
Zelenskyy Sent 10,000 Drones at Moscow, and Trump Told Ukraine to Fire Him
The Kremlin called the demand historic. Russia’s own war bloggers told the Duma to keep the champagne corked, and the jailed warlord Strelkov bet nine to one that nothing comes of it.
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ebisback.bsky.social @ebisback.bsky.social · 15h
Reminder 💥
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Observation Group X @ultrareport.bsky.social · 14h
The future is in hydrogen but it smells like ammonia. For density purposes ammonia makes better sense especially in aviation
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Observation Group X @ultrareport.bsky.social · 14h
The old oil order sat on a wall—producer leverage, inelastic demand, captive consumers, the 1973 framework. It had a great fall on December 20. And all the king’s horses and all the king’s men—OPEC+, the IEA, the banks, the refiners, the policy jawboning—cannot put it back together again.
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Observation Group X @ultrareport.bsky.social · 14h
Nobody needs it anymore. We are not in 1973, when there was no alternative. The transition away from hydrocarbons is rendering them obsolete—except for specialty applications like aviation.
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Bill Kristol @billkristolbulwark.bsky.social · 15h
Trump's DHS raids Rep. Omar's home because of paperwork filled out by her late father in 1995. The Trumpists are desperate. But loyalists at powerful agencies of the executive branch will obey orders. Desperation is dangerous. Now is the time for all good men to come to the aid of their country.
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Observation Group X @ultrareport.bsky.social · 14h
In 2026, the producer is the one who needs the market more than the market needs him. The transition from hydrocarbons is the center of gravity now.
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Observation Group X @ultrareport.bsky.social · 14h
Nasser says Hormuz must reopen. He says buffers are thin. But he's only talking about his own buffers—the ones he needs to keep exporting at maximum output. In 1973, the producer held the cards because the consumer had no choice.
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Nicholas Grossman @nicholasgrossman.bsky.social · 15h
Really unpopular things: -data centers -overt bigotry -CSAM -billionaires trying to buy elections -Hitler salutes -stealing people’s personal data -South African Apartheid -causing the deaths of hundreds of thousands, possibly millions, of children Fighting against Elon Musk is a political winner
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Observation Group X @ultrareport.bsky.social · 15h
Everybody went to jail but him and the primary prosecutor was Giuliani. LCN just let it go. Shocking but also realize who was behind it: Simeon Mogilivech
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Observation Group X @ultrareport.bsky.social · 15h
The major producers all see it. Two months ago they reacted: rebuilding supplies and dialing back production from nameplate.
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Observation Group X @ultrareport.bsky.social · 15h
On December 20, the seizure of the Centuries changed everything. Their transition went into warp speed. China now intends to be a powerhouse energy exporter—a shift that is nearly complete, especially in SAF. The Iranian misadventure only accelerated everything globally.
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Observation Group X @ultrareport.bsky.social · 15h
The demand that has left the market is never coming back. The hardware is deployed. The capital has been reallocated. Anyone still relying on pre-December 2025 elasticity models is analyzing a market that no longer exists.
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Observation Group X @ultrareport.bsky.social · 15h
The financial desks are not misreading the market. They are refusing to price in a structural contraction because doing so would undermine the investment banking relationships and trading revenues that depend on perpetual oil demand growth.
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