Pointer to Eternity with Dr. Georgy

The Iranian news agency Fars claims two oil tankers under the Pakistani flag, named Khairpur and Shalamar, which reportedly set out a few hours ago towards the Strait of Hormuz, are making a U-turn and are on their way back from the strait

President Trump: "Look at the Israeli relationship, look at the incredible partnership we have. As Bibi Netanyahu said, we’re the big brother and Israel is the little brother."

Trump on gas and oil prices: Eventually, prices will go down. It may not happen immediately, but once this situation is resolved, prices will fall. If you want to see the stock market collapse, let a couple of nuclear bombs be used — whether against us or anywhere else.

Trump: The Strait is critical for Japan — they get about 93% of their oil through it. South Korea gets roughly 45%. Yet these countries haven’t really helped us. I ask them: are you going to help? We have about 45,000 U.S. troops in Japan and about 50,000 in South Korea. We guard them and protect them. But when we ask for a little help in return, they don’t help us.

Maria Bartiromo: If they do not give up the nuclear effort, Will you further destruct Iran? Trump: Yeah, I will.

Trump: I could take out Iran in one day.

Trump: NATO countries say they want to come, and they want to help with the strait, and it won’t take long to clean it out. So we’re going to clean out the strait.

Trump to Fox News: We are going to impose a blockade on the Strait of Hormuz, it will take some time, but it will happen soon. They want nuclear weapons, they will not have them!

Reports of a large number of American cargo planes that are on their way to the Middle East.

President Trump: So, there you have it, the meeting went well, most points were agreed to, but the only point that really mattered, NUCLEAR, was not. Effective immediately, the United States Navy, the Finest in the World, will begin the process of BLOCKADING any and all Ships trying to enter, or leave, the Strait of Hormuz. At some point, we will reach an “ALL BEING ALLOWED TO GO IN, ALL BEING ALLOWED TO GO OUT” basis, but Iran has not allowed that to happen by merely saying, “There may be a mine out there somewhere,” that nobody knows about but them. THIS IS WORLD EXTORTION, and Leaders of Countries, especially the United States of America, will never be extorted. I have also instructed our Navy to seek and interdict every vessel in International Waters that has paid a toll to Iran. No one who pays an illegal toll will have safe passage on the high seas. We will also begin destroying the mines the Iranians laid in the Straits. Any Iranian who fires at us, or at peaceful vessels, will be BLOWN TO HELL! Iran knows, better than anyone, how to END this situation which has already devastated their Country. Their Navy is gone, their Air Force is gone, their Anti Aircraft and Radar are useless, Khomeini, and most of their “Leaders,” are dead, all because of their Nuclear ambition. The Blockade will begin shortly. Other Countries will be involved with this Blockade. Iran will not be allowed to profit off this Illegal Act of EXTORTION. They want money and, more importantly, they want Nuclear. Additionally and, at an appropriate moment, we are fully “LOCKED AND LOADED,” and our Military will finish up the little that is left of Iran! President DONALD J. TRUMP

The IDF continues to destroy Hezbollah targets in southern Lebanon. This one is in Nabatieh.

Erdogan says, If The War drags in and US-Iran talks in Pakistan failed to achieve peace, then Türkiye may enter the war against Israel.

The IRGC: The Strait of Hormuz is closed and will remain closed. Trump has only one choice, which is to surrender to our demands.

At Ben Gurion International Airport near Tel Aviv, dozens of US Air Force Boeing KC-135 Stratotanker and KC-46A Pegasus aircraft were spotted. Round 2 of airstrikes is around the corner!

Vice President Vance explains what the US and Iran haven't been able to agree on

By throttling traffic during the conflict the regime exercised its only economic "card". Ship transits collapsed to under ten percent of normal levels even after the ceasefire. Insurance rates soared and oil prices spiked. The move they thought would delivered short term tactical breathing room and helped force negotiations. Yet the decision transformed a potent deterrent into a wasting asset. The primary victims were Asian importers especially China and India. Those nations faced immediate cost spikes and supply uncertainty. 🇨🇳Beijing responded by drawing down its strategic petroleum reserve which covers more than four months of imports while accelerating purchases of Russian African and Latin American crude. 🇮🇳India pursued parallel diversification. More critically Gulf producers gained the political urgency and capital they needed to lock in permanent bypass infrastructure. 🇸🇦Saudi Arabia ramped its East West Petroline to near its seven million barrels per day capacity routing crude to Red Sea terminals at Yanbu. 🇦🇪The United Arab Emirates expanded the Abu Dhabi Crude Oil Pipeline to Fujairah on the Gulf of Oman. Additional overland proposals and expanded export terminals emerged almost immediately. Once those routes reach commercial scale the strait loses its status as a global chokepoint. It becomes a regional inconvenience whose disruption matters far less to the broader market. 🇺🇸Simultaneously United States crude exports have surged to a record 4.9 million barrels per day in April 2026 with forecasts pointing toward five million or higher in coming months. That volume covers roughly 23 percent of normal full Hormuz traffic and about one third of the crude and condensate segment. Asian refiners have redirected demand toward US Gulf Coast barrels to fill the shortfall from Middle East shut ins estimated at 7.5 to 9.1 million barrels per day. The surge not only caps price spikes but also cements American producers as the flexible swing supplier to Asia. This development accelerates the very diversification that erodes Iranian leverage. In strategic terms the IRGC executed a classic use it or lose it blunder. By weaponizing the eastern hostage it compelled the very adaptations that render the hostage irrelevant. Global energy flows have begun a permanent eastward rerouting that favors flexible producers over vulnerable chokepoint holders. The 2026 crisis therefore accelerates the long term isolation of Iran. It diminishes the regime's economic shield permanently and hastens the internal collapse dynamics already evident before the conflict. What began as a tactical gambit to survive immediate pressure has instead locked in decades of strategic decline. The geography of oil trade the scale of United States export capacity and the self interest of Asian importers have combined to ensure that the IRGC traded its last "card" for time it didn't get and burned what it could not afford to waste relevance and economic potential to climb out of the grave it dug itself. The Hormuz closure wasn't a surprise to any serious person, one might argue Trump turnd what the enemy believed to be a leverage to a ticking time bomb trap the IRGC just walked into. IRGC was never the end goal, China is. (Avi Avidan on X)

Roughly 21 million barrels per day of oil and petroleum products normally transit the Strait of Hormuz . That volume accounts for one fifth of global petroleum liquids consumption and one quarter of all seaborne traded oil. Yet the destinations of those flows expose the asymmetry that ultimately doomed the strategy. In the first half of 2025 ~89% percent of crude oil and condensate flowed eastward to Asian markets. China absorbed 37.7 percent of the total followed by India at 14.7 percent South Korea at 12 percent Japan at 10.9 percent and other Asian buyers at 13.9 percent. Europe received just 3.8 percent and the United States only 2.5 percent. The IRGC was never holding the West hostage. It holds the East.

That same Pakistan - deeply entangled in Iran’s nuclear development - is positioning itself as a “neutral mediator” between Trump and Tehran. Why? Because it has clear interests - a long border with Iran - a significant Shia population at home (around 15-20%) - a severe economic crisis - and a desire to secure American aid in exchange for “stability,” while avoiding sanctions as a partner of Iran. This is less mediation and more a smokescreen designed to preserve whatever remains of Iran’s nuclear progress. Iran seeks breathing room to continue enrichment. Pakistan seeks legitimacy and economic relief. The US (under Trump) seeks the appearance of diplomatic progress - rather than direct confrontation. All parties understand each other - and each knows who is deceiving whom and when. The real question is whether Trump will choose to accept some of these deceptions in order to secure a deal. For Israel, the implication is clear: Do not trust “Pakistani guarantees.” Do not trust a “two-week ceasefire.” The reality on the ground - enrichment, missiles, proxies - outweighs any declarations made in Islamabad. Those who enabled Iran’s nuclear capabilities cannot suddenly become their gatekeepers. This paradox is a reminder: in geopolitics, there are no friends - only interests. And for Israel, the interest must remain singular: preventing a nuclear Iran at all costs - even if it means friction with Trump, should he be drawn into the Pakistani trap. (Shlomo Filber)

Pakistan - the thief who became the policeman - and now also the mediator While Israel continues to operate in Lebanon, talks between the US and Iran are set to begin in Islamabad. Who is hosting? Pakistan - the country that possesses the first Islamic nuclear bomb. A brief reminder of Pakistan’s nuclear history: Pakistan deceived the world about its nuclear program and, in 1998, successfully developed its first nuclear weapon. The architect of the program, Abdul Qadeer Khan, later established a “black market network” that proliferated nuclear technology and expertise to multiple countries - including Iran. In the early 2000s, he supplied Iran with hundreds of P-1 and P-2 centrifuges, along with blueprints and critical know-how - precisely what accelerated Iran’s nuclear program during its most formative years. Iran learned from Pakistan how to “buy time” with the West - how to construct underground facilities - and how to transition from sanctions to deterrence as a threshold nuclear state. And now?