RECAP:
A lot landed at once today. Some of it ceremonial, most of it not, and none of it pointing in the same direction:
🇦🇪 The UAE just announced it's leaving OPEC on May 1. One of the only members with real spare capacity, gone. The cartel loses its most credible swing producer.
🇺🇸🇬🇧 Trump welcomed King Charles to the White House today. Charles then addressed a joint session of Congress. It was actually a heartwarming visit
🇬🇧 The new UK Ambassador chose today to leak that the US is more likely to have a special relationship with Israel than the UK. Timing is immaculate.
🇮🇷🇺🇸 Iran's Hormuz proposal got rejected. They're writing a new one. The original offer, end the war now, nuclear talks later, was a non-starter for Trump, who wants the nuclear file in any deal.
🇺🇸 US intelligence is meanwhile studying how Iran would react to Trump declaring victory and going home. Their own previous analysis says Tehran would call it a win. Almost a dozen C-17s are currently flying toward the Middle East anyway.
🇵🇰 Pakistan opened 6 land corridors with Iran to route around the naval blockade. 3,000+ containers already moving. Grain of salt on the numbers, but the move itself is real.
🇲🇱 Al-Qaeda's Sahel branch declared a total siege of Bamako and claimed credit for killing Mali's defense minister. The junta is still officially denying he's dead.
🇺🇸 Elon showed up in person at the OpenAI trial. His argument: Altman took a nonprofit built for humanity and flipped it into a for-profit empire worth hundreds of billions. Day 2.
🇺🇸 Comey indicted a second time. Fauci's top deputy at NIAID federally charged with felony counts. The Trump DOJ is having a productive Tuesday.
🇺🇸 Trump approval at 34%. Grocery prices, $110 oil, an Iran war with no exit, and envoys who can't close. The numbers aren't complicated.
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