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US-Saudi Nuclear Deal Clears Vienna Hurdle As Congress Review Continues

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US-Saudi Nuclear Deal Clears Vienna Hurdle As Congress Review Continues

Authored by Michael Kern via OilPrice.com,

  • IAEA chief Rafael Grossi says Saudi Arabia won’t sign the Additional Protocol but will accept oversight powers over enrichment, conversion and reprocessing that closely mirror it.

  • The underlying US-Saudi 123 agreement, signed July 22, opens a path to domestic uranium enrichment after a two-year study, a break from the UAE’s enrichment-free ‘gold standard.’

  • Congress is 90 days into reviewing the deal, with Democrats and nonproliferation groups pushing back and two side letters still classified.

A planned nuclear cooperation deal between the United States and Saudi Arabia won’t include the toughest inspection regime the U.N.’s atomic watchdog has to offer, but it’s going to come close on the activities that matter most.

That’s the picture International Atomic Energy Agency chief Rafael Grossi laid out Monday in Vienna, speaking to reporters during the agency’s September Board of Governors meeting. Riyadh isn’t signing the IAEA’s Additional Protocol, the tool that lets inspectors show up unannounced at sites a country hasn’t even declared. But Grossi said Saudi Arabia is preparing to grant the agency verification and monitoring authority over its most sensitive nuclear activities, uranium enrichment, the conversion step that precedes it, and reprocessing, that functions almost the same way.

“These are sensitive activities, as we all know,” Grossi told reporters. The new powers being built into the bilateral safeguards agreement, he said, will be “very, very similar” to what the Additional Protocol provides, though he declined to spell out specifics. Once finished, that safeguards agreement still has to go before the IAEA’s own 35-member Board of Governors for sign-off.

A Deal Years In The Making

The framework goes back to a 123 agreement that Energy Secretary Chris Wright and Saudi Energy Minister Prince Abdulaziz bin Salman signed on July 22, capping more than a decade of on-and-off talks that repeatedly stalled over Riyadh’s refusal to give up enrichment as a condition of U.S. cooperation. The pact, named for the section of the Atomic Energy Act that governs U.S. nuclear exports, opens the door for American firms to build reactors in the kingdom and hands Riyadh something it has wanted for years: a real shot at enriching its own uranium.

Under the terms reported at signing, Washington and Riyadh have two years to study whether domestic enrichment makes commercial sense. Any enrichment plant built afterward would go up under a “black box” model, run by U.S. companies inside Saudi Arabia so the underlying technology never actually changes hands. It’s a sharp departure from Washington’s 2009 pact with the United Arab Emirates, the deal nonproliferation advocates still call the gold standard, under which Abu Dhabi permanently gave up enrichment and reprocessing altogether.

Congress Gets Its Say

The administration sent the agreement to Congress in late August, starting a 90-day review clock under the Atomic Energy Act. Lawmakers can let it take effect by doing nothing, or pass a joint resolution of disapproval to kill it, though that would need to survive a presidential veto. Two side letters attached to the deal remain classified, according to the Foundation for Defense of Democracies, which also notes that of the 51 countries with active 123 agreements, only Argentina and Brazil currently lack the Additional Protocol. Saudi Arabia would be the third.

Congressional Democrats have pushed back hard, joined by some Republicans, arguing the deal opens the door to a wider enrichment race across the Middle East. The White House, meanwhile, has tied the agreement to Saudi Arabia eventually joining the Abraham Accords and normalizing relations with Israel, a step Riyadh has so far declined to take without progress toward Palestinian statehood.

The Backdrop

For Riyadh, the deal is also part of a broader push under Vision 2030 to build out nuclear power alongside renewables and diversify an economy still tied to oil exports, with U.S. firms like Westinghouse positioned to compete for reactor contracts worth billions. The talks are unfolding against last year’s war between Israel and Iran, which has hardened Gulf calculations around nuclear deterrence. Crown Prince Mohammed bin Salman has said publicly the kingdom would pursue a weapon of its own if Iran ever built one. Iran, for its part, operated under the Additional Protocol from 2016 to 2021 under the nuclear deal that collapsed after the U.S. withdrew in 2018, a history nonproliferation groups keep pointing to as they push for tougher terms on Riyadh.

For now, the deal sits in a kind of holding pattern. Congress’s review runs deep into the fall. The bilateral safeguards text is still being finalized in Vienna. And whether the arrangement Grossi described Monday ends up satisfying skeptics on Capitol Hill, or just gives them a new set of details to pick apart, is still an open question.

Tyler Durden
Thu, 09/10/2026 – 06:30

Migrants Responsible For 47% Of All Violent Crime In German State Of Bavaria

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Migrants Responsible For 47% Of All Violent Crime In German State Of Bavaria

Via Remix News,

Non-German suspects account for nearly half of all violent crime in the German state of Bavaria, with the anti-immigration Alternative for Germany (AfD) party now calling for remigration for all criminal migrant suspects. The Interior Ministry data was released in response to a request from AfD state parliament member Martin Böhm. It revealed that police recorded 20,367 suspects in violent offenses in 2025 and about 47 percent did not have German citizenship.

Remarkably, foreigners are responsible for this massive amount of serious crime despite making up only 15.5 percent of Bavaria’s population.

Syrians were the largest group of non-German suspects, at 1,284, followed by Turks with 799, Ukrainians with 797, Afghans with 784, Romanians with 687, Iraqis with 428, Bulgarians with 350, Poles with 328, Kosovars with 319, and Italians with 250.

A different ranking appears when the figures are adjusted for population. The suspect burden figure, or TVBZ, measures how many suspects police identified per 100,000 people in a group over one year.

Ukrainians had the highest TVBZ, at 555. Turks followed at 445 and Romanians at 435. The figure for German citizens was 106. That means Ukrainians, for instance, are more than five times more likely to commit a violent crime than Germans.

The government did not calculate a TVBZ for other nationalities because each had fewer than 100,000 residents.

“For smaller population groups, the crime rate would have to be mathematically extrapolated to 100,000 people,” the state government wrote.

“However, since the relationship between population size and crime burden is not strictly linear, an error would occur in the TVBZ calculation, which is greater the smaller the population group. For this reason, the TVBZ are only calculated for non-German citizens who have a population share of over 100,000 people.”

When it comes to murder and manslaughter, there were 411 suspects in Bavaria and 177 were non-Germans, equaling 43.1 percent of all murder and manslaughter suspects. The TVBZ for Germans was 87, while Turks had a TVBZ of 478 and Ukrainians with a TVBZ of 499.

In cases of rape, sexual assault and sexual assault in particularly serious cases, including those resulting in death, police registered 1,288 suspects in Bavaria. Of those, 551 were foreigners, equaling 42.8 percent.

It must also be noted that for all German suspects counted in this data, the Interior Ministry does not release if they have a foreign background.

Böhm said the figures show that violent crime in Bavaria is an imported problem to a “far too high” extent.

“No amount of sugarcoating or trivialization will help. The numbers speak for themselves,” he told Junge Freiheit, which exclusively received the figures.

“The AfD therefore demands: decisive action by the judiciary, an end to mass naturalizations and rigorous remigration of foreign violent criminals,” Böhm said.

Read more here…

Tyler Durden
Thu, 09/10/2026 – 05:00

America’s Next Military Contractors Could Be Hackers

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America’s Next Military Contractors Could Be Hackers

Washington may soon outsource part of its cyberwarfare operations to private companies, according to a new report from Bloomberg. 

Language tucked into the Senate’s 2027 defense bill would create a pilot program allowing the Pentagon to hire outside cybersecurity firms to penetrate computer networks chosen by the US military. Contractors would operate under US Cyber Command and Pentagon supervision.

Bloomberg writes that the authority would initially be relatively narrow. Private operators could establish access to targeted networks, but the Senate language stops short of authorizing them to damage, disable or destroy those systems.

Still, it would represent a significant expansion of private industry’s role in US offensive cyber operations. The administration has already moved in this direction, launching a separate initiative that permits American companies to pursue certain foreign cybercriminal groups under federal oversight.

Advocates say outsourcing some of the work could provide badly needed manpower and expertise as Cyber Command faces growing demands and staffing pressures. Opponents argue that introducing profit-driven companies into cyberwarfare could create new problems, including retaliation, accidental escalation and murky accountability.

If enacted, the experiment would start in 2027 and continue through 2030, with the Pentagon required to regularly disclose information about contractors, missions and targets to Congress.

For now, however, it remains only a Senate proposal. The House defense bill contains no equivalent measure, meaning the provision could still be changed or removed before reaching the president.

Tyler Durden
Thu, 09/10/2026 – 04:15

Zelensky’s Plane ‘Almost Hit’ By Drone After Take-Off From Moldova

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Zelensky’s Plane ‘Almost Hit’ By Drone After Take-Off From Moldova

Norwegian Prime Minister Jonas Gahr Store has said that the Ukrainian government plane carrying President President Volodymyr Zelensky nearly struck an unidentified drone on Wednesday.

Zelensky is in Oslo where he held talks with Store, chiefly focused on Norwegian assistance in the fight against Russia, and specifically about advancing a European anti-ballistic system. Zelensky also attended King Harald V of Norway’s funeral, for which heads of state from around the world were present.

President Of Ukraine/Flickr

But the Norwegian PM describes that immediately after departing Eastern Europe, Zelensky’s “flight was almost hit by a drone when it was taking off from Moldova.“

He was further quoted in Norwegian public broadcaster NRK on Wednesday as saying, “That is the reality he lives in” – in reference to the Ukrainian leader.

The report comes amid a surge of recent suspected ‘Russian drone threat’ incidents, including at airports in Germany and elsewhere in Europe. 

Ukrainian national media alleges some further details as follows:

A suspected Russian Shahed-type drone that violated Moldovan and Romanian airspace on Sept. 8 nearly hit President Volodymyr Zelensky’s plane as it was departing from Moldova, a source told the Kyiv Independent on Sept. 9.

Zelensky was traveling to Norway to meet Norwegian Prime Minister Jonas Gahr Store ahead of the funeral of King Harald V at the time of the incident. The president’s plane took off from Moldova, where the drone incursion occurred.

Moldova’s Defense Ministry reported on Sept. 8 that a Shahed-type drone had invaded the country’s airspace at around 4:20 p.m. local time. It was monitored by the Moldovan military until the drone crossed into Romanian airspace at around 4:37 p.m.

The Associated Press and CBS have since picked up the story, not offering anything further in terms of details.

These reports additionally say that NATO jets were scrambled as a precaution, but no other details have emerged in terms of where the UAV ended up, or drone recovery. There’s as yet no confirmation that it was sent by Russia, or the true nature or extent of the threat.

Pending more possible details, story seems vague and the Norwegian prime minister seemed to reference it almost in passing. Zelensky has of late been pressing for more urgent anti-air munitions, as Russia targets cities – including the capital – with more and more ballistic missiles and drones.

In this context, he has presented his and Ukraine’s plight as one of existential survival, also as peace talks have remained elusive amid constant escalation.

Tyler Durden
Thu, 09/10/2026 – 02:45

After Huge Elction Defeat, Top CDU Politician Demands First Steps Towards AfD Ban

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After Huge Elction Defeat, Top CDU Politician Demands First Steps Towards AfD Ban

Via Remix News,

After a historic democratic victory for the Alternative for Germany (AfD) in the eastern German state of Saxony-Anhalt, a top Christian Democrat (CDU) politician, Hendrik Wüst, is now calling for the first concrete steps towards a possible ban of the AfD party.

“I said something today, but I don’t think any CDU member has said it publicly yet: That I am in favor of appointing this working group, which will then do this work,” said North Rhine-Westphalia’s Minister-President Wüst.

Wüst has already repeatedly referred to the AfD as a “Nazi party.” North Rhine-Westphalia itself faces a state election in April 2027.

Wüst made the remarks on Monday evening in Berlin to a mostly left-leaning audience during a talk hosted by “transformation researcher” Maja Göpel. He presented this working group as a prerequisite before any application to Germany’s top court, the Federal Constitutional Court, for an outright ban of the AfD.

While the AfD nearly obtained an absolute majority with 43.8 percent in the Saxony-Anhalt election, Wüst’s own party saw a historic crash, with its support cut in half to 17.2 percent. The results have reportedly sent CDU leadership, along with Chancellor Friedrich Merz, into a potential existential crisis.

Wüst apparently does not like that voters are moving away from his party and now wants this working group to examine the AfD in preparation for a potential ban, but he says other outcomes are possible besides a ban.

Beyond his position as minister-president, there is also speculation that Wüst himself is a strong front-runner to replace Merz should he step down. Merz himself has rejected a ban of the AfD, saying that it “smacks too much of the elimination of political rivals.”

Besides the Bundestag and the federal government, the Bundesrat, of which Wüst is a member as head of a state government, can also launch such proceedings. However, the final decision on a ban is ultimately made by the Constitutional Court.

Wüst framed the outcome of that review as a constitutional duty. If the working group’s examination reveals that the AfD could be banned, that would be a “command to protect this constitution.”

As reported by Die Welt, Wüst added:

“If, after an examination, the following is on the table: This party can be banned, then this ban procedure must be initiated. For me, that’s relatively clear. But step by step.”

Earlier the same day, at a campaign event in Berlin, he had already warned against underestimating the AfD after its result in Saxony-Anhalt.

“We must not be naive and believe that the AfD would somehow change course. They have a plan with this country, and it’s not a good plan,” he said.

Wüst was careful to say that it is not a foregone conclusion that such a working group would recommend a ban.

Wüst said the working group should “not operate with the politically predetermined goal” but rather “examine this party and the possible legal consequences.”

“That could be a ban, that could also be something else,” said the CDU politician.

Read more here…

Tyler Durden
Thu, 09/10/2026 – 02:00

The 5 Places In America You Want To Be When Society Begins To Collapse

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The 5 Places In America You Want To Be When Society Begins To Collapse

Authored by John Walter via Substack,

There is a moment before the fall. You will miss it. Everyone does.

The shelves still hold food. The lights still work. The news still talks about politics, sports, the usual noise. But somewhere in the background, something has shifted. The supply chain that moved your breakfast cereal every Tuesday for twenty years now operates on thinner margins than the quarterly reports acknowledge. The water treatment plant built in 1967 still runs, but the replacement parts that once took three days to arrive now take eighteen months, if they arrive at all. The pension checks clear, but the funds backing them have been borrowing from themselves since 2008, and the actuarial projections no longer align with the demographic reality. They just haven’t stopped clearing yet.

This is not collapse. This is the pre-collapse.

The period when preparation remains possible, when geography can still be chosen, when the window sits open but narrowing.

Most Americans live in places that will not survive prolonged systems failure. Not because the people are weak, but because the infrastructure is brittle by design. The Northeast Corridor depends on just-in-time delivery networks with three-day margins that assume trucks will always run and bridges will always stand. California’s cities exist in permanent water deficit maintained only by imports traveling hundreds of miles across earthquake faults and political fault lines. Florida’s peninsula offers no lateral escape when the storm surge comes, only northward highways that become parking lots. The desert Southwest operates on energy budgets that cannot be sustained without continuous fuel delivery to power plants that cannot function without water that no longer exists in sufficient quantities. The Industrial Midwest is already experiencing municipal bankruptcy that will soon make basic services – police, fire, snow removal, water treatment – unreliable or absent.

These are not predictions. They are observations of systems already stressed beyond design parameters, running on inertia and denial.

What follows is not a guide to bunker construction or food storage. It is an examination of five regions where the conditions for long-term survival exist – not because these places are easy, but because they are hard in ways that matter. They possess water, space, soil, and social structures that function without constant external inputs. They demand physical toughness, tolerance for isolation, and willingness to abandon the conveniences of contemporary life. They offer no guarantees. But they offer possibility, which is more than can be said for the places where most Americans currently live.

The selection rests on data: population density, water source reliability, agricultural capacity, energy independence, legal frameworks for self-defense. But it also rests on something harder to quantify – the persistence of skills and social patterns that predate industrial dependence. Some places remember how to survive without the grid. Others never forgot.

The window for relocation narrows daily. Land prices in these regions rise as awareness spreads. Communities that once welcomed newcomers now view them with suspicion that borders on hostility. Infrastructure that could support additional population strains under those already arriving. The question is not whether to move, but whether you will move before movement becomes impossible, before the roads clog with those fleeing the same crisis you saw coming, before the locals decide they have accepted enough outsiders.

Here are the five places.

Interior Redoubt

Idaho, Montana, and Wyoming contain approximately 3.3 million people spread across 270,000 square miles. Average density: twelve persons per square mile. In some northern counties, the figure drops below five.

Space you can breathe in.

Beneath southern Idaho lies the Snake River Plain aquifer. A USGS hydrologist explained it simply: enough water exists there to support populations hundreds of times larger than current levels, for centuries, even under drought conditions that would devastate other regions. Wells hit water at fifty to one hundred feet. In many places, the pressure is sufficient that pumps become unnecessary – gravity does the work, pushing water to the surface through artesian flow.

Montana holds the headwaters of three major river systems: Missouri, Columbia, and Mississippi. The state averages fifteen to thirty inches of precipitation annually. This water does not arrive through distant bureaucracies or engineering projects requiring political negotiation. It falls from the sky and runs off mountains that have not yet been drained by overuse because the population has never been large enough to drain them.

Wyoming has 580,000 residents. It is the least populated state. You can drive for hours and see no one. You can buy land by the hundred-acre parcel for prices that would not purchase a garage in San Francisco. The game populations – elk, deer, pronghorn, bear – are managed for sustainability rather than exhaustion. A resident can hunt them without competing with millions of others because millions of others are simply not there. They are elsewhere, packed into cities, dependent on systems that will not sustain them.

Winters here are brutal. Twenty below zero is common. Snow blocks roads for weeks, sometimes months. The growing season runs ninety to one hundred twenty days. The soil in mountain zones is thin, rocky, difficult to work. These are not inconveniences to be solved with better technology. They function as filters, keeping out those who lack the physical capacity or psychological tolerance for genuine hardship. They select for people who can survive when comfort disappears.

Idaho, Montana, and Wyoming all recognize constitutional carry. No permits are required for concealed or open carry. All three recognize Castle Doctrine and Stand Your Ground. A property owner faces no legal obligation to retreat before an intruder. These laws reflect a culture where self-reliance is expected, not merely permitted – a culture where waiting for police to arrive is understood as a luxury that may not always be available.

Communities here are not homogeneous. Some welcome newcomers with skills and capital. Others view outsiders with hostility that can last generations, rooted in experience with those who arrived with plans to transform rather than to join. Integration is slow. It requires demonstrating utility, respecting local norms, contributing before expecting acceptance. Those who arrive with intentions to make these places into versions of what they left will be resisted, sometimes violently. Those who arrive to learn and to work will eventually find their place, though “eventually” may mean years rather than months.

Life in the Redoubt demands tolerance for isolation that many cannot manage without psychological breakdown. The nearest hospital may be hours away. The nearest specialist may be days away. Preparation for winter cannot be improvised when the first storm hits in October and does not lift until April. Yet for those who meet these demands, this region offers something increasingly scarce: genuine autonomy, the possibility of building a life that does not depend on distant systems controlled by people who do not know you exist.

Water security is local. Food production is possible, though limited by climate. Defense is legally and culturally supported. Population density is low enough that resource competition will not become lethal for generations, even under severe conditions. Infrastructure is old but decentralized, simple but repairable with hand tools and knowledge that persists in the community.

A planner in Montana noted that some eastern counties have lost so much population that schools have closed, postal service runs only a few days per week, and emergency response is measured in hours rather than minutes. Some see this as demographic decline. Others see opportunity. The infrastructure exists. The land is there. The water flows. What is missing are people willing to do the work.

Ozark Plateau

Beneath the limestone and sandstone of the Ozarks lies one of the world’s largest accessible aquifer systems. It covers 68,000 square miles across Missouri, Arkansas, Oklahoma, and Kansas. The water sits shallow. In most places, fifty to one hundred fifty feet of drilling brings you to water that does not require heavy pumps or significant energy to extract. You dig. You hit water. You drink.

A 2024 USGS study confirmed what locals have known for generations: recharge rates remain sustainable. Unlike the Ogallala Aquifer, being depleted across the Great Plains, or the Colorado River basin, over-allocated by politics and climate change, the Ozark system continues to refill naturally from precipitation averaging forty-five to sixty inches annually. This water has been there. It will likely remain there long after other sources have failed.

Missouri’s state average density is ninety persons per square mile. This figure misleads. Wayne County, in the southern part of the state, holds thirteen people per square mile spread across 774 square miles of forested, hilly terrain difficult to farm with industrial machinery. This difficulty has protected it. It has not been converted to monoculture corn and soy. It remains a patchwork of small holdings, woodlots, and family farms that have survived despite agricultural economics rather than because of them.

Arkansas adds nineteen million acres of forest. Hunting is abundant: squirrel, rabbit, whitetail deer, black bear, wild turkey. A resident who learns to hunt and process game can provide protein for a household without depending on supply chains that may break without warning. Forests also provide timber for construction and fuel, foraging for mushrooms and berries, and cover dense enough to make large-scale surveillance or control practically impossible without resources no collapsing government will possess.

The climate is humid subtropical. Summers are hot and wet. Winters are mild compared to the north. The growing season runs one hundred eighty to two hundred days at lower elevations. Two crops per year become possible with planning and labor. Rainfall is consistent enough that irrigation is unnecessary for most gardening, eliminating dependence on pumps and electrical infrastructure that may fail.

Land costs are among the nation’s lowest. Twenty acres with water access and building rights can be purchased for under fifty thousand dollars in many counties. This is not an investment opportunity promising returns. It is a price point that permits people of modest means to achieve property independence without mortgage debt that would force continued participation in the wage economy, continued dependence on systems that may not survive.

By conventional metrics, the Ozarks are poor. Incomes are low. Educational attainment lags national averages. Health outcomes are worse than the nation as a whole. But these metrics measure integration into a system that may not survive. They do not measure the ability to feed oneself, to build shelter, to repair machinery, to survive without external inputs that require functioning supply chains and stable currencies. By those measures, this region possesses wealth that cannot be quantified in dollars and cannot be seized by institutions that may fail.

Scots-Irish immigrants settled this region, bringing traditions of self-sufficiency that have persisted through centuries of economic marginalization. People still can vegetables, smoke meat, build with timber they have felled themselves, repair vehicles with hand tools, deliver babies without hospitals. These skills are not romantic anachronisms. They are practical capacities that become essential when the industrial infrastructure stops functioning, when the trucks stop running, when the grid goes down and does not come back up.

Social structure is tight, kinship-based, suspicious of outsiders. Family networks extend across counties. Reciprocity is expected and enforced: you help your neighbor raise his barn, he helps you bring in your harvest. Those who violate these norms find themselves excluded from the networks that provide security and mutual aid. Those who respect them, who contribute before claiming membership, may eventually find a place, though the process takes years and cannot be rushed by money or credentials.

Health care is inadequate by urban standards. Economic opportunities are limited to agriculture, logging, and tourism that will likely disappear when the economy contracts. Isolation can become crushing for those accustomed to urban stimulation and constant connectivity. Yet for those willing to work within its constraints, to accept lower material standards in exchange for genuine autonomy, the Ozarks offer water security, food production capacity, and social infrastructure that functions without dependence on distant systems.

Appalachian Highlands

Eastern slopes of the Appalachians receive more than sixty inches of annual precipitation in many zones. While the American West dries under climate change pressure, these mountains remain green, wet, breathing. Water flows from springs that have run for centuries, feeding creeks and rivers that require no pumping, no treatment plants, no distant infrastructure vulnerable to interruption. For a prepared household, that abundance can mean the difference between dependence and self-sufficiency.

Eastern Tennessee, particularly the Cumberland Plateau and the Unaka Mountains, combines this water abundance with moderate climate. The growing season exceeds two hundred days at lower elevations. The soil, though often rocky and steep, is fertile when worked with knowledge rather than machinery. Terrain is difficult – steep slopes, narrow valleys, limited road networks that become impassable in winter storms. This difficulty has protected the region from the development that has flattened other areas, turned them into suburbs and strip malls and dependent populations.

Wayne County, Tennessee, contains over two thousand documented springs. Many remain unexploited, flowing from hillsides on properties that have not been developed because the terrain made development unprofitable. A property owner who finds one has a water source that requires no electricity, that resists contamination by industrial activity, that will likely continue flowing as long as the mountains stand and the climate remains wet. Hydrology here is local. It does not depend on political agreements hundreds of miles away or engineering projects requiring maintenance by specialists who may not be available during institutional breakdown.

Western North Carolina offers similar conditions. The Blue Ridge and Great Smoky Mountains create a precipitation capture effect that keeps the region wet even when surrounding areas experience drought. Forests are dense deciduous hardwoods – oak, hickory, maple – providing timber, fuel, and forage. Streams hold trout. Hunting is adequate, though not as abundant as in the Midwest or West. Terrain makes large-scale agriculture impossible but small-scale intensive cultivation viable for those who know how to terrace slopes and work with gravity rather than against it.

West Virginia has lost sixty percent of its population since the coal peak of the mid-twentieth century. Infrastructure built for two million people now serves fewer than seven hundred thousand. Empty houses dot the hillsides. Schools have closed. Roads are maintained minimally if at all. Some interpret this as failure. Others see opportunity. Land is cheap. Water flows from springs and wells that have not been exhausted because the population that would exhaust them has left for cities that will likely not survive systemic disruption as well as this abandoned region will.

Winters here are real. Temperatures drop below freezing for extended periods. Snow falls, sometimes heavily, closing roads and increasing isolation. But the climate is not arctic. Survival is possible with preparation that is demanding but not extreme, with wood heat and stored food and clothing adequate for cold that kills the unprepared but merely inconveniences those who have prepared.

Social fabric is complex, damaged by poverty and the opioid epidemic that has devastated communities already marginalized by economic change. Educational resources are limited. Medical care is inadequate by urban standards. But there is also a resilience that does not appear in economic statistics, a capacity for mutual aid that has never stopped functioning because it was never replaced by government services that might fail.

When floods hit in 2024, the response came not from FEMA but from neighbors with excavators and chainsaws, churches with shelter space and food stores, hunters with meat to share. Networks functioned because they had never stopped functioning, never been fully outsourced to institutions that collapse when funding disappears. They were still there, still operating on reciprocity and kinship, ready to activate when crisis came.

Terrain provides natural defensive advantages that should not be underestimated. Narrow valleys limit access to single roads that can be blocked or observed. Steep slopes prevent easy surveillance from a distance, make large-scale movement difficult, provide cover for those who know the land. Dense forests hide movement and shelter. Surveillance is difficult. Control is practically impossible without massive resource expenditure that no collapsing government will be able to muster. Historical precedents – from Civil War guerrilla operations to Prohibition-era resistance to federal authority – demonstrate the region’s capacity to harbor autonomous populations against forces that technically possess superior power but cannot effectively deploy it in such terrain.

Suspicion of outsiders runs deep, often justified by experience with extractive industries that took resources and left poverty, with government programs that promised development and delivered dependency. Those who arrive with money and plans to transform the region into something else, something more like the places they fled, will face resistance that can become dangerous. Those who arrive with humility, with willingness to learn, with skills to contribute and patience to wait for acceptance, may eventually find a place. The process is slow. It cannot be rushed by credentials or capital.

Upper Peninsula of Michigan

Sixteen thousand five hundred square miles. Three hundred thousand people. Simple math: there is space here. Space between settlements. Space between people. Space to disappear, to operate without observation, to survive without constant interaction with systems of control that will likely not survive prolonged instability.

Surrounding the UP are the largest freshwater reserves on Earth. Lake Superior alone contains enough water to cover the continental United States to a depth of one foot. Rivers flowing into it are numerous and, in most cases, clean enough to drink without treatment that requires chemicals and equipment that may not be available during infrastructure failure. Water is not the problem here. It is the solution to problems that will kill people elsewhere – dehydration, thirst, conflict over shrinking supplies.

The growing season is short: ninety to one hundred twenty days. Agriculture is limited, challenging, requiring crops suited to cold climates and short seasons. But the UP is not a desert. Potatoes, root vegetables, cold-hardy grains can be grown with planning, with greenhouses, with knowledge of varieties that mature quickly. More importantly, the region supports game populations – whitetail deer, black bear, small game – that can provide protein for those who hunt and possess the skills to process what they kill. Lakes and rivers hold fish. Forests provide timber for fuel and construction, enough wood to heat homes through winters that would likely kill the unprepared.

Winters are brutal in ways that must be experienced to be understood. Twenty below zero is not unusual. Snow accumulates in feet, not inches, and stays for months. Roads become impassable without heavy equipment that requires fuel and maintenance. Isolation increases as the snow falls and temperatures drop. This is not a design flaw. It is a feature. It keeps people out. It makes large-scale movement difficult. It creates a barrier that does not need to be guarded because nature guards it with cold that kills those who are not prepared for it.

Only three bridges connect the UP to the rest of Michigan. All are vulnerable to interruption by weather, by accident, by deliberate action. The road network is sparse, maintained minimally, often impassable in winter regardless of official status. Population is concentrated in a few small cities – Marquette, Houghton, Sault Ste. Marie – leaving vast areas nearly empty, populated by scattered homesteads and small settlements separated by miles of forest and water.

Land is cheap. Forty acres with water access can be purchased for thirty thousand dollars, sometimes less. Infrastructure – roads, power lines, buildings – exists from the mining boom of the late nineteenth and early twentieth centuries but is now underutilized, maintained for populations that no longer exist. Houses stand empty, available for those willing to repair them. Schools have closed, leaving buildings that could serve other purposes. Population has been declining for decades, creating opportunity for those seeking to establish autonomous operations without competing for resources with millions of others.

The electrical grid is vulnerable. Winter storms knock out power regularly, sometimes for days or weeks. Residents have adapted over generations. Wood heat is standard, not optional. Generators are common, though they depend on fuel that must be brought from distant sources. Culture here accepts interruption as normal rather than catastrophic. This adaptation means that when the grid fails permanently, the population will likely not panic. They will light their stoves and continue, as they have done before, as their grandparents did before them.

Medical care is limited by distance. Hospitals are few and far between. Specialized care requires travel to Green Bay or Milwaukee, hours away over dangerous roads in winter. Population is aging, older than the national average. But older residents possess skills that have been forgotten in cities: how to cut timber with hand tools and chainsaws, how to repair engines without specialized equipment, how to grow food in short seasons, how to preserve meat through smoking and freezing, how to survive without calling a service technician who may not exist when systems fail.

Life here is not for the casual prepper who believes that buying supplies is sufficient preparation. It demands preparation for winters that have killed the unprepared historically and will likely kill them again when the infrastructure that provides margin for error fails. It demands tolerance for isolation that can become psychological torture for those accustomed to constant stimulation and connectivity. It demands skills that cannot be learned from books in the moment of crisis but must be practiced over years. Yet for those who meet these demands, who possess the hardiness and knowledge required, the UP offers water security, space, and social infrastructure that functions without dependence on distant systems controlled by people who will not be there when those systems fail.

Interior Alaska

Three hundred thousand square miles. Fewer than one hundred thousand people. The density is not low. It is nearly nonexistent, approaching the point where human presence becomes statistical noise against the vastness of the land.

Interior Alaska is not a place for compromise or half-measures. Winters reach fifty below zero. Darkness lasts two months in which the sun does not rise above the horizon. Cost of living is extreme – gasoline at eight dollars per gallon when it is available, milk at ten dollars, everything flown in or barged during the brief summer when rivers are navigable. Medical care is practically nonexistent outside Fairbanks and Anchorage, and even those cities offer limited capabilities by lower-forty-eight standards. A broken bone or appendicitis or heart attack can be a death sentence if weather prevents evacuation, if the plane cannot fly, if you are too far from help to reach it in time.

Yet interior Alaska offers something no other region can match: the possibility of genuine disappearance. Not hiding. Not evasion. Ceasing to exist as a data point, a consumer, a citizen, a participant in systems of control and extraction. The land is too vast for surveillance. The population too scattered for enforcement. The conditions too harsh for those who lack the skills and temperament to survive them. The environment filters out the unprepared with brutal efficiency that makes no exceptions for good intentions or money or credentials.

Water is everywhere. Rivers flow clean enough to drink without treatment. Lakes freeze and thaw on annual cycles. Snow melts to provide drinking water. The problem is not finding water. It is staying alive while you access it, staying warm enough to melt snow, staying alert enough to avoid falling through ice, staying competent enough to travel safely in conditions where the margin for error becomes dangerously small.

Subsistence is not a hobby in interior Alaska. It is recognized by federal law – the Alaska National Interest Lands Conservation Act of 1980 – as a protected way of life. Rural residents have the right to hunt, fish, and gather on federal lands. The harvest is substantial: 295 pounds per person annually in remote communities, compared to 22 pounds in urban areas. For those who know how to hunt caribou, how to fish salmon, how to preserve meat through drying and smoking in Arctic conditions, how to build shelter that withstands winds and cold that destroy conventional construction, survival is possible. Without those skills, the margin for error becomes dangerously small, and the land offers little forgiveness for mistakes.

Those skills are not optional. Those who lack them face conditions where small errors become fatal. Hypothermia, starvation, accidents in remote locations, encounters with bears or moose that end badly – these are common causes of death for those who underestimate the environment, who believe that equipment can substitute for knowledge, that technology can overcome conditions that have killed the unprepared for thousands of years.

Social structure is based on reciprocity and competence, enforced by necessity. Those who do not contribute to hunting or fishing do not eat. Those who cannot repair their own equipment depend on others who can, and that dependency creates obligation that must be repaid. Communities are small – villages of two hundred people, homesteads separated by miles of wilderness, families living alone with nearest neighbors hours away by snowmachine or boat. Everyone knows everyone. Everyone knows who is competent and who is not, who contributes and who takes, who can be trusted in emergency and who cannot.

Alaska has no permit requirements for firearms carry. No restrictions on weapon types. No magazine capacity limits. The culture of armed self-defense is absolute – not as political statement or identity marker, but as practical necessity. Bears exist. Moose exist, dangerous when threatened. Distance from any help is measured in hours or days, not minutes. People are armed because they must be, because the alternative is to be defenseless in an environment that does not forgive defenselessness.

The interior is not a retreat from difficulty. It is a commitment to difficulty that exceeds anything most Americans have experienced or can imagine. Those who go there must abandon connections to systems that sustain modern life. Supply flights, satellite internet, imported fuel, medical care, social services – these are vulnerabilities that pure subsistence practitioners avoid not because they reject modernity on principle but because they know that dependence on such systems is fatal when those systems fail, and in the interior, failure means death.

Native corporations own much of the land. The federal government owns most of the rest. But subsistence rights, protected by ANILCA, provide legal access to resources regardless of ownership. The legal framework recognizes what the environment enforces: survival depends on use, not on title, on the ability to extract resources from the land rather than on documents that claim ownership but provide no capacity to utilize what is owned.

Climate change affects the interior paradoxically. Warmer winters extend the season of vulnerability to thawing ice that makes travel dangerous, to shifting wildlife patterns that disrupt traditional hunting. But they also extend the brief growing season, potentially improving subsistence conditions for those who adapt to new patterns. Permafrost degrades, causing infrastructure collapse that matters little to those who never depended on infrastructure, but also creating new water access and vegetation opportunities.

Psychological demands exceed the physical in ways that are difficult to convey to those who have not experienced them. Isolation, darkness, cold, silence – these break people who lack the temperament for them, who require constant stimulation, who cannot exist without external validation or entertainment. Those who remain possess characteristics that cannot be taught in any school: patience, tolerance for discomfort, capacity for delayed gratification, comfort with silence, ability to exist without constant input from outside sources.

Interior Alaska will not save many. Barriers to entry are too high. The learning curve is too steep. Margin for error is too narrow, measured in hours or minutes rather than days. Yet for those who possess the necessary skills and temperament, who have prepared not merely with supplies but with knowledge that can only be earned through years of practice, it offers the ultimate possibility: existence beyond the reach of any system that might fail, any government that might collapse, any economy that might disintegrate. Here, you are alone in a way that no other place in America can replicate. For some, that is a nightmare. For others, it is the only freedom left.

*  *  *

There is no conclusion to draw, no moral to extract, no moral can be extracted, no call to action can be phrased in a way that will convince those who are not already convinced. These five regions exist. They have water, space, and social structures that function without constant external inputs. They demand things that most people cannot give: tolerance for isolation, acceptance of physical hardship, willingness to abandon the conveniences and connections of contemporary life, capacity to survive without the infrastructure that most Americans believe essential.

Those who wait for clear confirmation that systemic failure is imminent will likely find the window closed when they finally decide to move – the roads clogged with those fleeing the same crisis they saw coming, the locals having decided they have accepted enough outsiders, and land prices having risen beyond reach.

The choice is not between safety and danger. All five regions are dangerous in ways that matter, that can kill the unprepared. The choice is between different kinds of danger: the danger of isolation and hardship versus the danger of dependence on systems that may fail; the danger of cold and dark versus the danger of thirst and hunger in places where millions compete for shrinking resources; the danger of doing too much versus the danger of doing too little until doing anything becomes impossible.

Geography is not destiny until it is. Until the moment when the aquifer runs dry, when the grid fails and does not return, when the trucks stop running, when the violence starts and does not stop. At that moment, where you are becomes who you are, what you can do, whether you will survive or become a statistic in a catastrophe that future historians will struggle to explain, if there are historians.

The ground is shifting beneath feet that do not yet feel the movement. The question is whether you will feel it in time to move your feet to somewhere the shifting matters less.

We publish a variety of perspectives. Nothing written here is to be construed as representing the views of ZeroHedge.

Tyler Durden
Wed, 09/09/2026 – 23:25

Morgan Stanley: Oil Traders Are “More Precise” With Risk As Wars Drag On

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Morgan Stanley: Oil Traders Are “More Precise” With Risk As Wars Drag On

By Michael Kern of OilPrice.com

Uncertainty about how the wars in Iran and Ukraine will unfold is keeping many traders away from taking positions in longer-dated futures contracts, according to Morgan Stanley.

Most traders have now moved to bet on futures prices within a three to six-month period, instead of longer-dated futures contracts, as volatility has spiked and uncertainty has grown regarding where the wars are going and how much they would continue to impact the global oil market.

“People have been more precise with their risk,” Brendan Ross, Co-Head Global Oil Trading at Morgan Stanley, said at the Asia Pacific Petroleum Conference in Singapore on Wednesday, as carried by Bloomberg.

“They’ve decided what they really want and what’s an unexpected bleed,” Ross added.

Many traders are ditching too risky bets and are piling up in near-dated futures contracts as they don’t want to be caught on the wrong side of the longer-dated bets amid high uncertainty about the Iran and Ukraine wars, according to the expert.

This shift into near-dated futures has sapped liquidity in the longer-term contracts, Ross noted.

Meanwhile, speculators and portfolio managers have recently amassed bets in the fuel markets as these have been considerably tighter than the crude oil market. Hedge funds have gone from short on fuels early in the spring to long now, building a net long position of 177 million barrels across the most traded fuel contracts—gasoline and diesel—as of September 1, according to the latest available data from exchanges compiled by energy analyst John Kemp.

Speculators’ position on fuels is likely to remain strongly bullish in the coming weeks, reflecting the impossibility of replacing lost output from the Middle East and Russia with alternative supply because there is not enough production capacity elsewhere. So, U.S. inventories of diesel and, most notably, gasoline, will continue to draw from an already low point.

Tyler Durden
Wed, 09/09/2026 – 22:35

An AI-Designed Drug Just Moved Six Different Aging Clocks At Once

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An AI-Designed Drug Just Moved Six Different Aging Clocks At Once

An experimental drug designed using AI has produced measurable shifts toward a younger biological-age profile in patients.

Developed by Insilico Medicine, the drug – rentosertib – was initially engineered to treat idiopathic pulmonary fibrosis (IPF), a progressive, age-associated lung-scarring disease. When researchers analyzed blood samples from a Phase IIa clinical trial, they applied six proteomic profiling “aging clocks” among 42 participants. All six detected reductions in predicted biological age, whereas the placebo group showed little change or slight increases. The most pronounced and consistent effects emerged around week four of treatment.

The study was authored by Insilico with academic collaborators from Harvard, Stanford, the Broad Institute, RWTH Aachen, Peking University and Westlake University.

Insilico used AI not only to identify a specific enzyme (TNIK) linked to both fibrosis and aging pathways, but also to generate and optimize the specific molecule designed to inhibit it. That dual application makes rentosertib a rare clinical test of AI uncovering a target case and building new therapeutics from scratch.

In the earlier Phase IIa, patients in the 60mg once-daily arm recorded a mean improvement in forced vital capacity of 98.4 milliliters against a mean decline of 20.3 milliliters on placebo. FVC declines with age in healthy people over 65 at roughly 20 to 50 milliliters a year, which is why Insilico treats it as a physiological aging marker as well as an efficacy endpoint.

Via nature.com. Click to expand

“If you manage to add 3 years to everyone’s life, the drug should be able to significantly extend the healthy portion of life as well, translating into trillions of dollars in productivity and savings,” said Alex Zhavoronkov, Insilico’s founder and co-CEO.

And according to 2013 chemistry Nobel laureate Michael Levitt, “What convinces me is not the size of the effect but the agreement, because these models share neither their features nor their training data,” he said of the six clocks reaching the same conclusion on the same 42 patients.

Rentosertib is no longer confined to early-stage laboratory work. In July, Insilico announced that the drug had entered a randomized Phase III trial, expected to enroll 320 IPF patients for a 52-week, once-daily regimen. That trial is designed to evaluate pulmonary-fibrosis efficacy and safety, not life extension – but it advances an AI-generated molecule into the final phase of clinical development. Of note – the study does not prove that rentosertib extends human lifespan or literally shaves years off a patient’s age. But the clock results, the senescence and metabolic pathway shifts, and the dose-dependent FVC gains all point the same way, and more study is needed to understand the possibilities.

If the drug succeeds clinically, it validates AI-driven drug discovery, and offers a template for testing future medicines against both specific age-related diseases and the biomarkers of aging itself. If it fails in Phase III, the aging clocks will have been measuring a lung.

Tyler Durden
Wed, 09/09/2026 – 22:10

NextEra Secures $1.9BN Loan From Dept Of Energy For Restart Of Duane Arnold Nuclear Power Plant

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NextEra Secures $1.9BN Loan From Dept Of Energy For Restart Of Duane Arnold Nuclear Power Plant

By Zachary Skidmore of DataCenterDynamics

NextEra Energy has secured a $1.9 billion loan from the US Department of Energy’s Office of Energy Dominance Financing (EDF) to support the restart of the Duane Arnold nuclear power plant, which is tied to a long-term Power Purchase Agreement (PPA) with Google.

The plant, located in Linn County, Iowa, is the only nuclear energy project in the state and first entered service in February 1975. However, due to the 2020 Midwest derecho (straight-line windstorm), which damaged the facility’s cooling towers, repairs were deemed uneconomical, leading to its shutdown.

Duane Arnold Energy Center in Linn County, Iowa

Reports surfaced in 2024 that NextEra was considering a restart of the 615MW plant, following Microsoft’s announcement that it would take 100 percent of a revived Three Mile Island nuclear power plant in Pennsylvania. The company subsequently announced that it had signed a 25-year PPA with Google in October, with the plant expected to begin delivering power by 2029.

According to the DOE, the latest loan will help finance the restart of the plant and represents the third loan provided by EDF to support a nuclear plant restart in the US. These include the Crane Clean Energy Center (Three Mile Island Unit 1), which received a $1bn loan, and the Palisades nuclear power plant in Covert Township, Michigan, which secured a $1.52bn loan.

“President Trump has set an ambitious course to restore American nuclear leadership, and the restart of Duane Arnold Nuclear Plant in Iowa marks another step in advancing America’s nuclear renaissance,” said US deputy secretary of energy James P. Danly. “Returning 615MW of reliable baseload generation will drive down electricity costs, while supporting thousands of American jobs. This administration is pursuing a comprehensive nuclear strategy, restarting existing reactors, increasing the output of our nuclear fleet, and accelerating new construction, to build the abundant, affordable, and reliable power system required for American prosperity and reindustrialization.”

The plant is one of several to have its capacity contracted to a hyperscale data center firm. In addition to Google and Microsoft, Meta signed a 20-year PPA with Constellation Energy for the entire output of the 1.1GW Clinton Clean Energy Center in Clinton, Illinois. AWS has also gotten in on the act, signing a 1.92GW PPA with Talen Energy for energy from the 2.5GW Susquehanna nuclear power plant in Pennsylvania.

Tyler Durden
Wed, 09/09/2026 – 21:45

“Not Behind Us”: Major US Tool Distributor Warns Tungsten Cost Shock Is Hitting Factory Floors

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“Not Behind Us”: Major US Tool Distributor Warns Tungsten Cost Shock Is Hitting Factory Floors

Speaking at the Jefferies Industrials Conference earlier on Wednesday, MSC Industrial executive Martina McIsaac warned of a tungsten supply shock rippling through the company’s supply chain and continuing to drive up industrial tooling costs.

McIsaac told Steve Volkmann, an industrial analyst at Jefferies, that inflation affecting tungsten carbide inputs is “in the neighborhood of 500%” and said suppliers were still passing higher costs through the manufacturing chain.

Cutting tools represent about 15% of MSC’s revenue, making tungsten a major source of pricing pressure for one of the largest industrial distributors of tools and supplies across North America used by factories and machine shops. Notably, Grainger and Fastenal are larger by revenue.

“Tungsten has been the biggest driver,” McIsaac said. “It’s not our whole business, but it’s a chunk of business, and it’s not behind us.“

Volkmann asked McIsaac: “Okay. And you said that it wasn’t over yet, but I believe tungsten prices have flattened out a bit.”

McIsaac responded: “They have stabilized, but the ripples through the supply chain aren’t over yet. So some suppliers, for example, depending on where they source their tungsten powder and how much they had on hand, the cadence of their increases is all different. So every supplier is behaving a little differently, but there’s still a way to come. I think we said in the third quarter, we expected late … our late fourth quarter, early first quarter, there would be another price increase.”

MSC sells tungsten-carbide cutting tools used to machine metal parts across North America. McIsaac’s comments offer one of the first examples we’ve found of how the severe tungsten shortage, driven by China’s export restrictions and continued Western demand, is pressuring industrial customers. Prices have climbed above $3,000, according to a recent Cantor Fitzgerald note.

China’s dominance of tungsten production has certainly exposed a major vulnerability in Western manufacturing and defense supply chains.

The latest Katusa Research note puts China’s share of global tungsten mine production at roughly 79% last year, or 67,000 tons out of 85,000 tons worldwide. The US has had no commercial mine production since 2015.

Beijing’s February 2025 export-licensing requirements intensified that dependence. Katusa cites a nearly 70% decline in Chinese exports of ammonium paratungstate, or APT, through the first 11 months of 2025.

Rotterdam APT prices jumped from around $390 per metric ton unit at the beginning of 2025 to roughly $3,400 this spring, according to Katusa Research. 

Citing Financial Times reporting, Katusa said that Chinese traders have panic-hoarded carbide inserts, drill bits and worn tooling, sometimes bidding as much as five times normal market prices.

Christian Keller, Barclays’ global head of economics research, co-authored a note on Tuesday warning that “China’s quasi-monopolistic position provides it with significant geopolitical leverage.“

The end result has been a mad dash across the West, from governments to importers, to secure tungsten supplies outside China ahead of any further tightening of Chinese supply. However, there is only one problem… 

Companies that can bring supply online sooner could capture a crucial early market advantage, including Almonty as it ramps up tungsten production in South Korea.

Deliverable supplies of critical materials from outside China can command a higher premium, reinforcing our broader decoupling theme. Our view is to identify companies positioned to bring new supplies to market as governments and manufacturers rebuild supply chains on an ex-China basis. 

Tyler Durden
Wed, 09/09/2026 – 21:20