TheDreizinReport.com

June 28, 2026: Southwest Asia digest: What just happened with Lebanon? What’s the significance of the renewed attacks on traffic into the Persian Gulf? And, forget the oil price, as the only “real” indicator to watch now is the U.S. SPR weekly drawdown. Last but not least, the seaways are sputtering again, but Iranian oil exports are still going strong.

Jacob Dreizin - July 27, 2026

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June 25, 2026: On June 24, the Australian Centre for Disease Preparedness confirmed that a petrel which washed up on a mainland beach south of Adelaide on June 14—and was then cared for by local do-gooders for 5 days before it died or was euthanized—was H5A1-infected. // India: It’s not just the wheat. // Today saw the first Iranian attack on a ship since the MOU.

Jacob Dreizin - July 27, 2026

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June 24, 2026: Do these geniuses (including Caligula) really think that the Government of Iran doesn’t know this (see the graphic), AND that, holding the cards before the midterms, it won’t screw them over FIRST, BEFORE the midterms? (Simple arithmetic tells us when the next Hormuz total closure is likely to be.)

Jacob Dreizin - June 25, 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 23, 2026: Any day now, I planned to publish about how the H5N1 2.3.4.4b clade, which is tearing through Southern Ocean marine mammal concentrations likely including via the airborne route, will arrive at Australian seal and sea-lion colonies including the ones all around Adelaide, this summer or next. Based on developments of the last few days, I must run the story right now.

Jacob Dreizin - June 25, 2026

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June 22, 2026: Today’s “Iran show” in 10 minutes.

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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June 16, 2026: WOW!!! Al Arabiya’s (Saudi Arabian, state-owned) English-language website has published what it claims to be the final Caligula-Iran agreement for this Friday, and it’s very likely real/legit, as it is a masterpiece of sorts, immensely subtle, crafted in highly artisan writing, clearly no random fraud… And boy is it a can of worms! The Hormuz tolls, Israel/Lebanon, and the asset-unfreezing are all basically left ultra-vague or “TBD.” TBD, folks! THIS IS NO “AGREEMENT”, THIS IS BUT A FRAMEWORK TO KEEP TALKING, AND AN ATTEMPT AT A PSYCHOLOGICAL “BOOKEND”, TO ALLOW CALIGULA’S MEDIA TO CLOSE THIS ISSUE AND MOVE ON TO STOPPING BILLIONS OF ILLEGALS FROM VOTING, DEPORTING SOMALIS, ETC. Key details below….. // June 17: Final agreement updates! What changed since yesterday? I was holding off on joining the “He surrendered to Iran” choir, but it is clear that Caligula caved on several key points AT THE LAST MINUTE. // June 18: The likely timing of the next Iran flare-up. //

Jacob Dreizin - June 23, 2026

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June 11, 2026: Heads up!!! U.S. MSM likely to soon shine light on amazing damage to U.S. military facilities and parked aircraft in Southwest Asia as a result of recent days’ escalation by Caligula. Iranian “launches to meaningful strikes” ratio has plummeted relative to March 2026, likely in large part due to teleguided drones provided by… allies. Yes, Iran is now more capable than on February 28, and as I already wrote back in March, the YooKrayne war has come to Southwest Asia. // The present state of the Caligula-Iran dance. Supposedly, “the uranium” is no longer the main impasse. It now comes down to “Obama’s pallets of cash.” // June 12: What are these magical “frozen Iranian assets”? // June 14: Tales of Natural and Unnatural Catastrophes. Ripley at her Weyland-Yutani debriefing. 5D chess in Israel. And don’t be fooled, any “deal” (IF there is one) is a temporary band-aid, an agreement to keep talking, to be followed by more war or quasi-war, until the USA straight-up loses. There is no way that Caligula (or his successor, if Caligula goes) walks away from the Iran fiasco in one piece. // Cue “this is not the deal that was agreed to.” The endless Iran dealmaking is another “tariffs” shitshow, but without a Supreme Court to put an end to it. If Iran can hold out for three more months, then Iran and Russia will dictate terms to the world. // June 15: What we know at this time (early evening U.S. EST) about the deal-to-end-all-deals. // June 16: What happens if we DON’T get another “This is not the deal we agreed to”, and in the coming days, something is signed and actually released (by Team Caligula) to the public? Hint: It will be “Schroedinger’s Toll.” //

Jacob Dreizin - June 23, 2026

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May 27, 2026: After the last trial balloon from Barak Ravid, Caligula’s TV surrogates (Republicans in Congress) pushed back hard, because there’s only so much 5D-chess crap that they can keep “selling”… and so Caligula walked it back, and is all tough again. And now there really is no way out. // Dreizin sees the slow collapse of U.S. healthcare finance even in his own life. And, on the psychology of “blamers.” // May 29: The nature, purpose, and likely future use of the Oreshnik. // May 30: When Reuters and ZeroHedge agree as to the outcome of Caligula’s never-ending Iran BS….. // Review of the states: “Highest scorers” for WARN notices and public sector layoffs for May 2026. Let’s make this a monthly feature? // June 1: Mega round-up! Caligula tells Republicans to STFU over his pending awesome Iran deal. Russian energy situation, and the air war. Israel is losing the plot, with Lebanon on track to become another Gaza for a humiliated military command seeking a new plan, any plan, and a Prime Minister who just HAS TO keep the wars going. // June 2: Caligula back in charge, now wagging Israel. But a zugzwang is a zugzwang. // A clarification of Caligula – Bar Kochba-yahu relations. // Summarizing the Russian mass air raid of overnight June 1-2. // June 3: Observing Israeli politics has become more fun than watching HBO’s Rome. This shitshow will OBVIOUSLY end either as Rome’s second season ended, or (more likely) as another Lebanon 1970s-1980s. // June 5: Wheat update. // Jobs report. // June 8: Dreizin digest: Pakistani wheat crisis. When will the pumps run dry? Soybeans. Russian fuel situation. Philippines earthquake. // How the Israeli Putin became the Israeli Zelensky. // June 9: Another gem from Axios. // June 10: IT downsizing finally impacts the Dreizin Report. // You are here reading Dreizin right now because of Interdimensional Beings. //

Jacob Dreizin - June 22, 2026

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