Ukraine – TheDreizinReport.com

September 5, 2026: On the given trendline, the YooKrayne’s economy will be finished in less than six weeks. // Selling wheat to buy oil: A case study in what is CLEARLY not a 2008-style commodities panic-buying market. // Don’t (yet) buy into the “Blue Wave” hype. And, a few words on the Israeli election. // Diesel prices, destroying Carthage, Claude vs. Alisa, and the “AI dominance” nonsense. // September 8: The End of Democracy and The Last Man. // Determining the REAL cause of rapid price action in any given market (other than stocks), SEEMS easy but may be impossible. Today’s case in point: Wheat. // U.S. mortgage rates are returning to bonkers levels, and it’s because of the war. // September 9: THE REUNIFICATION OF YEMEN APPEARS TO BE COMMENCING. // September 10: The Iranian ground offensive fiiiinally happened, where no one was looking (Yemen!) And YooKrayne, oil, bonds, mortgages. It seems to be all cracking at the same time. // September 12: So funny how GLOBOHOMO has not yet caught on to where the YooKrayne war has been going over the past two-plus months. Forget Wildberries! The YooKraynian economy is on track to be zeroed out, and SOON. // September 13: If crude oil finally goes to $150, we now know precisely why. Today, it all comes down to Yanbu. Right now, no one wants to be the first to panic and perhaps vastly overpay. But the fingers are on the triggers. And, a note on the likely pending U.S. Navy air defense munitions shortage. // September 14: Podoliaka, extremely cautious and even reticent about Russian territorial gains for quite some time already, claims that by far the main part (southeast of the marshes) of Orekhov—a highly strategic town, and one of the principal forward staging areas for the YooKrayne’s Great Counter-Suck-Fensive of 2023—is wholly in Russian hands, after less than a month since the first infiltration teams crossed into town limits. // How Green Was Tskhinvali: Hold on with the “UK falling apart” megaTarrdism. Today’s UK news has a mundane explanation. // September 15: U.S. hardware losses in the Iran war – UPDATE. // September 16: We are back to the spring of 2026, only with a militarily stronger Iran (and Russia), with depleted worldwide oil reserves, much closer to the U.S. election and with a much more desperate Caligula. The global oil market has once again (same as then) fragmented along macro-regional lines, with “Brent” relevant to Europe only. // The midterm election is no longer steal-able. // Diesel madness comes to the Dreizin household. // September 17: Canada’s official wheat estimate is in! // September 18: We now know for sure that Caligula’s Russia/YooKrayne “energy ceasefire” was pure BS from the first moment, just a made-up nothing. //

Jacob Dreizin - September 23, 2026

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August 21, 2026: YooKrayne finances watch, global wheat watch, U.S. SPR watch, Russian oil and gold watch, Iran intentions watch, Pentagon censorship watch. // August 22: “The Trump Crazy-O-Meter” never went anywhere. Dreizin explains the market performance of gold over the last three years… and how the “smartest set” see the zeitgeist. // August 23: As Dreizin wrote years ago, a classic “financial collapse” has not been possible in the USA since the interventions of 2008-2009 opened the gates for Zimbabwe-style governance. Renewed talk of the Federal debt is hot air. No one is going to do anything, not only because not one wants to cut anything, but also because nothing much needs to be done. Sure, it will all come down eventually, but NOT how everyone imagines. // European wheat. // August 24: A little lesson in ETFs. // U.S. SPR watch, and the likely end of the “pending oil mega-shock” narrative. // Russian air defense gaps explained. // Team Caligula plays a fast one on the Supreme Court. // August 25: Was this a mere “trial balloon”, or the start of a hybrid/info-warfare operation to cause a run on Russian ATMs? // On the FIRST Jewish embassy to Caligula. // August 28: Wheat breakout!!! // Notes from the bureaucracy. Another dumb go at making Government jobs too demeaning or painful to hold? // Another lesson in “funds flows.” Why merely swap one “risk asset” for another? On the information deficit. // August 29: The hole in Russian wheat exports is an even bigger problem for humanity than the YooKrayne’s wheat situation. (And, let’s not forget Kazakhstan.) // The Wildberries Effect: The YooKrayne’s military logistics and economy are now being methodically destroyed. European monthly financial aid will soon need to be as much as doubled. // August 30: Wheat numbers: Morrocco, Turkey, Argentina, Canada. // August 30: The devil went down to Georgia: Nazis, layoffs, the march of time, and the end of solutions. // August 31: Aerial bombing of Odessa has commenced. // September 1: Dreizin’s big YooKrayne prediction from 2022, the Pentagon in chaos, and, Senate Republicans have completely given up on Caligula. //

Jacob Dreizin - August 21, 2026

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August 7, 2026: Much of the ConservaSphere has finally woken up to the IranWar-inflation-election connection. But (as tends to happen, same as with the YooKrayne, Epstein files, corruption, ballroom, the economic messaging confusion, etc.)… to avoid losing vast numbers of snowflakes in their audiences… and to avoid being declared anathema by the thin-skinned, nasty boss himself… they still DO NOT DARE to clearly verbalize Caligula’s obvious role in it. So what’s the point? As always, he won’t hear them. // August 9: The autumn 2026 Russian mobilization, and the North Koreans. // H5N1 found in Australia’s interior. // August 10: As they circle the toilet, making Abdul El-Sayed their Prime Boogeyman would be the DUMBEST info-move that the Caligulists and Republicans could make. They will probably make it. // The ATACMS, Caligula’s Zugzwang, The Matrix, and Dreizin as Oskar Schindler. // U.S. Strategic Petroleum Reserve watch. // August 11: Geran’-4, Banderol’, and the three-body problem. The turbojet-powered munitions are the “game changer” today. Probably just a couple of weeks before you hear about that in the MSM. // The “Caligula escaped in a food cart” story is the cherry on the cake of Dreizin’s SPRING 2025 prediction that this guy will be essentially DONE by the end of 2026. // August 14: Putin’s big warning to pirates, and Mussolini, Caligula, and the transmigration of souls. // Dreizin’s earthquake prediction. // Feral pigs and cats in Australia, and other strangeness. // Southern Ocean H5N1: The knowledge gap. // August 15: The Butterfly Effect, and… What are all of these drone-war specialists going to do in peacetime??? // August 16: Medicaid cuts, and the USA’s REAL problem with immigration. // August 17: Aaaand to cap it off, some final comments on “the Somali fraud.” //

Jacob Dreizin - August 21, 2026

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July 27, 2026: Trumpers and Israelis still “waiting on Godot” for an Iran solution, as GLOBOHOMO’s “We’ll defeat Russia from the air narrative” falls apart. // July 29: Who besides DREIZIN said or wrote, back in April or even late March 2026, that Caligula’s spat with Persia will go on through the midterms if not beyond? And speaking of the midterms, the traditional Republican use of “socialist” and “communist” to stimulate in/out-group, “protect our way of life” thinking among voters… is so 20th century! This is really the BEST they got, now? Yes, it is! // July 31: Dreizin on “solutions.” // Dreizin on Caligula’s “Hamas disarmament” BS, and what’s REALLY going on with Gaza. // Australian authorities acknowledge that H5N1 is now passing through local Australian birds across multiple provinces. Still no explanation to the public (why panic?) that this thing—being the Southern Hemisphere oceanic variant of the 2.3.4.4b clade—is very likely to be very dangerous to ALL mammals AND might even be able to spread to at least some extent AMONG humans… But, Kangaroo Island and its seals are now an explicit point of concern. // Latest Russian mass air raid confirms that YooKraynian strategic air defense is basically out of interceptors, nationwide. // While it has received precisely zero coverage in the USA, based on what I have gleaned from the Israeli press… to include, Yediot Achronoth’s (Israel’s #1 “serious” newspaper by circulation and impact) “resident” Moroccan commentator MONTHS AGO claiming Israeli (and thus, Caligula’s?) support for Moroccan reclamation of Ceuta… the U.S.-Israeli-Moroccan triangle runs DEEP… and thus, the migrant claims of “the Ceuta border from our side was suddenly opened” are surely no accident AND the invasion is indeed very likely to be “revenge” for Spain’s positions on Israel and on the Iran war. Yes, the Spanish legal system (if you read about that) didn’t help, either, but it’s “just a little” more than that. It all seems like a good laugh until you realize that all of Europe is watching in horror, and that Bar Kochba-yahu and his alliance with Caligula are leading Israel to total isolation and destruction. // August 1: Ukro-AirDefense “Tamám Shud” watch, and the economic war. // Iran, Caligula, the seven nation army, and “The King is a fag.” // The mammal-deadly, Southern Hemisphere oceanic variant of H5N1’s 2.3.4.4b clade is now spreading through native Australian coastal birds, and is widely expected to move inland. And realistically (though no one is talking about this), it’s just a matter of time before it hits livestock and perhaps even household pets… and then, who knows? // August 3: Iran is basically another U.S. “Central American experience”, a country searching out its own path to modernity and being rudely disrupted by the USA, with endless negative effects. But whereas the USA can survive and even thrive despite some Guatemalan, Nicaraguan, Dominican, etc. gangs and drugs, with Iran, the chickens have finally, gloriously, come home to roost. // Dreizin’s experience of living in the UK.

Jacob - August 21, 2026

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July 12, 2026: Sure, Lindsay Graham’s death is likely to have an impact. Just NOT in the way that the WarTards (and the Israelis, panicking all of a sudden, haha!) might assume. // Barak Ravid on Graham and the Israel-Saudi peace dream. // The mammal-adapted, Southern Hemisphere maritime variety of the H5N1 2.3.4.4b clade has made the jump to Australian local birds. // July 13: Massive “omnibus” digest: SPR watch, Hormuz watch, Russia/YooKrayne exports and fuel watch, YooKrayne air defenses watch, wheat watch, Crimea watch. Did I miss anything? // July 14: The current Iran-U.S. pingpong is militarily pre-weighted to Iran’s advantage. Here is why. // July 16: A case study of the New Swamp. And… Dreizin’s issues slip into SYNESTHESIA as Chicago wheat is now 100% trading on Russia-YooKrayne, WOW! // Again, Russia’s Iran War Dividend is NOT over. Here are some facts. // July 18: The mammal-deadly South Atlantic / Southern Ocean variety of the H5N1 2.3.4.4b clade is enveloping Australia’s coasts. The probability of avoiding sustained inland spread is now very low. // The Government of Iran has been FAR MORE consistent and credible than Caligula. When they talk about invading one or more of the Persian Gulf sultanates, that’s probably not just hot air like Caligula. // July 19: YooKraynian air defense watch. Black Sea commerce watch. Agricultural commodities watch. Iranian missiles watch. // “When you’ve lost Idaho…..” // July 20: U.S. SPR Watch — DREIZIN GLOBAL EXCLUSIVE: U.S. Department of Energy has deliberately gamed Google and the chatbots to suggest a much lower “minimum safe volume” than was commonly assumed. // July 22: Russian oil pricing, the Western narrative machine, “Independent Media”, soft power, and the workings of endless crap. (Also, “One Dutch occupier, one bullet”, HAHAHA!!!) //

Jacob Dreizin - August 21, 2026

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June 28, 2026: Russian fuel situation.

Jacob Dreizin - July 27, 2026

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June 23, 2026: The Indian monsoon is NOT looking good, and, the “genius” of the wheat market (among other markets.) // Outside of the Crimea, which was receiving its petrol largely over now suspended (due to a drone-attack) ferry shipments, there is no “genuine” fuel shortage in Russia. Rather, there is a giant psy-op. // Caligula is rewriting his own Iran “deal” live over his social media, amazing!

Jacob Dreizin - June 25, 2026

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June 19, 2026: “На каждую хитрую жопу найдётся свой болт с резьбой.” (Every smart ass has its own threaded bolt in waiting.) The Starlink-and-Palantir/Helsing guided, U.S.-German drone offensive to cut off the Crimea is lost. And, Russia’s Donetsk offensives seem to be ahead of schedule, as YooKraynian manpower is FINALLY spent. // June 21: Caligula is caught between the Jews and the price of gas. And with the Jews, it’s a LOT of money that Republicans risk losing within the next few months. But AS USUAL, Caligula is looking for some wiggle room, he doesn’t want to have to make the call. //

Jacob Dreizin - June 25, 2026

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May 10, 2026: Wow! FIRST documented non-farm mammal-to-human transmission of H5N1. In the USA, no less! As I think I told you even in 2023, if it’s going to happen, IT’S GOING TO BE THE CATS!!! // Imagine you live in a rogue state….. // The only big “X-Factor” now is if—or rather, to what extent—the “historic Super El Nino” will suppress grains across the U.S. Midwest this year, above and beyond reduced fertilizer use. Everything else, worldwide, is already written on the wall. // It takes a special kind of stoopid to have observed Caligula in action over the past 15-plus months, and still think that there would be a “normal” succession struggle in 2028. If it turns out to be Vance, that is ONLY because Caligula has been removed and retired already. It is by now quite obvious that Caligula would rather burn the house down than pass it off to someone outside of his clan. As with any other old-enough-to-die rich guy who built something (even if with inherited money), he didn’t work this hard and suffer so much, just to let it all go, sorry! That’s not how it works! // Mariupol has been largely rebuilt—see for yourself. “On ego and self-delusion.” //

Jacob Dreizin - June 22, 2026

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April 13, 2026: There’s a Man going round, taking names. And he knows who is gaslighting, and who’s to blame. (The Blockade, China, Alex Jones, the YooKrayne, and (been saying it for a year-plus!) how the Spray-Tan Regime is but a funhouse warped mirror image of the Brandonites, much cruder and dumber.) // The dog that’s not barking: Anyone noticed that the piracy against Russian shipping has stopped? // APRIL 14: FIRST CONFIRMATIONS COMING IN THAT U.S. FARMERS WHO DID NOT BUY FERTILIZER BEFORE THE IRAN WAR, HAVE HUGELY REDUCED THEIR TREATMENTS, NOT JUST FOR PRICE REASONS BUT ALSO DUE TO AVAILABILITY. BOTTOM LINE, PREPARE FOR THE STRONG POSSIBILITY OF FOOD MEGA-FLATION, PANIC-HOARDING, EMPTY BREAD-SHELVES BY YEAR-END. AND IF IT’S THIS BAD IN THE USA, THINK HOW IT WILL BE IN THE POORER COUNTRIES!!! // THE BLACKS ARE BACK!!! What we can deduce from early vote totals in Virginia’s redistricting referendum. // April 15: As if they were not already doused in enough burning gasoline, the Caligulists have now got themselves their own micro-Kulturkampf, oh my God!!! // April 16: With Caligula having hastily ceasefired the latest Israel-Lebanon flareup, the probability of the Government of Lebanon well and truly disarming Shitbullcrap has approached ZERO. // April 17: “The Church needs to get behind Caligula because Democrats closed churches during the Pandemic” line, demonstrates the conceptual gulf between short-term, end-times Protestant-inspired political thinking… and the Catholic tradition. // April 18: The best Downfall bunker rant EVER!!! // Dreizin’s experience with the “practical” roots of International Relations “theory.” Or, “Some more reasons why REAL politics are never, ever taught in schools.” //

Jacob Dreizin - May 1, 2026

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