Larry,

um, I think I know how you feel about

this because I discussed it at length

with Pepe yesterday.

But does the US have the slightest

intention of enforcing paragraph one of

the memorandum of understanding, which

is the, uh,

sovereignty of Lebanon?

>> Uh, not yet. And they've uh, violated it

already and it remains to be seen if

they'll come around. You know, the

the key to the the reason Trump signed

that MOU and the the activity we ought

to be keeping our eye on over the next

week and a half is when Trump said at

the G7 that the the the we were going to

run out of oil in four weeks.

He wasn't suggesting that there was no

longer going to be oil coming out of the

ground. What he was referring to

specifically, but he didn't say it, was

this high sulfur content oil that comes

out of the Persian Gulf that is

essential because our refineries are set

up to process that kind of oil. The

refineries, it doesn't

it's not a situation where you can just

take any barrel of oil in and the

refineries will churn out diesel and

aviation fuel. No, the they are set up

specifically to deal with certain types

of oil, the sulfur-laden. And what what

what Trump was saying is we're going to

run out When he said we're going to run

out in four weeks, he was not kidding. I

did the calculations yesterday based on

the Secretary of Energy's own numbers.

>> Well, how low is the strategic petroleum

reserve as we speak, Larry?

>> We got nine days left, eight days left.

>> This is what you wrote last night. When

you wrote it, it was nine. It's now

eight.

>> Yeah, we're one one day since then. So,

this is this will be for the production

of diesel and aviation fuel. It doesn't

mean that there's not going to be any

produced, but we we are experiencing a

shortage of 20%

and without that 20% being made up, uh

that there will be a shortage of diesel

and aviation fuel and they're going to

have to make choices about who's going

to get the avia- who will get oil that

we would have devoted for aviation, who

will get oil for diesel. That's why

Trump said that on at the G7. It is that

serious and nobody's paying attention to

it.

>> Wow.

>> Except you, Larry. And to your credit, I

mean

>> Larry has done it at Sonar 21, which is

Larry's

website. I don't know how you do this. I

do a lot of writing, but I couldn't do

it 7 days [laughter] a week. God bless

you.

>> It's It's all Race Fault. I was trained

at the CIA by people like him to do what

I do.

>> Wow. Uh you you just um

made a great you wrote a great comment

from Foreign Minister Zarif. Do we know

of the US

defenses of Israel? How damaged they

have been by the Iranians?

>> Uh Larry would know better than I. Uh

Larry, you said last week that some of

those defenses were being withdrawn.

>> Yeah.

>> I've seen contradictory reports. Uh it's

clear that we're not in as good a

position as we were a month or two ago.

But how how is that withdrawal going,

Larry? Do you know?

>> Well, all I know is that Pete Hegseth

signed a withdrawal order

now 8 days ago.

>> Okay.

>> And so, the the the flow of aircraft

we've seen coming in is

It's It's like we've called the Uber.

Here we're at the corner of walk, don't

walk, come pick me up.

>> Mhm.

>> Uh now, so so that they would started

that withdrawal. In fact, I think that's

one of the reasons the administration

put out this, "Hey, the Marines are now

on site. They're ready to go." They've

been there for two freaking months,

okay? So, it it it it's a little bit of

deception. The one thing I also know for

certain though is the the CATs, the

Crisis Action Teams, they're back to an

8 a 9-to-5, 5-day-a-week schedule.

>> [clears throat]

>> You know, a week

one of the reasons I was predicting that

we'd go to that the war would start on

the 28th or shortly thereafter was 1

week prior to that they stood up the

CATs on a 24/7 basis. Anytime you get

that kind of, if you will, planning and

and operational cells in place, you know

they're getting ready to do something.

By the same token, when they go back to

bankers hours and 5 days a week, they're

they're they're not geared up for the

kind of obstacle.