Russian figures out today put the number of Ukrainian drones shot down over Russia since January at roughly 39,000. The size of that number is the headline, but the shape of it is the real story.
Lay both countries' own launch counts side by side and the gap that used to favor Russia has closed. Since late 2025 Ukraine has been matching it drone for drone, and from March on it pulled ahead. In March, May and June, Ukraine sent more drones at Russia than came the other way.
For the side that opened this war as the one doing the deep hitting, that's a quiet reversal with loud consequences.
Most of those drones go after the same soft spot, Russia's oil, gas and energy sites far behind the line, the targets that keep the war economy breathing. And it only points one way.
With Western and EU supply lines behind it, Ukraine can turn out long-range drones faster than Russia can build the air defenses and missiles to knock them down.
Pure defense holds right up until the other side builds faster than you can shoot, and Russia is drifting toward that line.
🇷🇺🇫🇮Russian Official threatens to Capture Half of Finland in Days as Russia Deploys more Troops to Border.
A senior Russian lawmaker, Aleksey Zhuravlyov, stated;
⏯️Russia is sending more troops to the border with Finland.
⏯️He claimed Finns are threatening and provoking Russia due to NATO cooperation . ⏯️He claimed Russian forces could “capture half of Finland in a few days.”
$OPEN is sitting right on top of a major support zone around $0.155-$0.162.
The interesting part is that price is now heavily extended below the EMA 25 and EMA 99. Markets rarely move in one direction forever, and these conditions often lead to a relief bounce if support remains intact.
As long as $0.155 holds, I think a move back toward $0.18 is possible, with $0.20 becoming the next major level to watch. A recovery above the EMA 7 would be the first sign that momentum is starting to shift back in favor of buyers.
🇮🇷 Al Jazeera just mapped out who actually made money from the Iran war
The list is exactly who you'd expect and somehow still shocking when you see the numbers laid out
Saudi Aramco profits up 25% to $32.5bn in Q1. BP more than doubled its profits. TotalEnergies, Shell, all up significantly despite taking hits in Qatar.
Brent briefly hit $126 a barrel. The 6 biggest US banks collectively made $48bn in Q1 alone: JPMorgan up 13%, everyone else printing money off the volatility in oil, currencies and bonds.
Tanker companies were charging $100,000 a day per vessel and war-risk insurance quintupled overnight. Defense contractors are sitting on record backlogs: Northrop Grumman at $95.6bn, while Congress approved $700bn in new defense funding during the conflict.
And then there's the prediction markets. $580m in oil futures flooding in 9 times normal volume exactly 16 minutes before Trump announced a pause in strikes. 50 newly created accounts making hundreds of thousands betting on the ceasefire in the moments before Trump posted it.
A Yale analysis finding those flagged accounts winning nearly 70% of bets across 200,000 cases... statistically impossible without prior knowledge.
Estimated profits of $143m.
Somewhere between the people paying more for gas and the people dying in the strikes, an extraordinary amount of money changed hands very quickly and flowed in very predictable directions.
🇸🇦 Saudi reopened the world's biggest oil port after a near 4-month halt.
Aramco resumed crude loadings at Ras Tanura today following the U.S.-Iran ceasefire agreement, with shipping data showing 2 supertankers already loading and a third waiting.
Saudi crude exports had collapsed from over 7M to around 4M barrels per day during the suspension.
Important to note: the Strait of Hormuz is still not fully safe as a ship, belonging to Taiwan's Evergreen Marine, was hit by an unknown object there just yesterday. But the oil is moving again.