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Iran is conducting ‘indiscriminate’ targeting of vessels across the Gulf of Oman and the wider Persian Gulf following the launch of U.S.-Israeli strikes under Operation Epic Fury, according to a maritime intelligence firm.

Windward AI noted the sanctioned Palau-flagged tanker Skylight was hit as the conflict across the Middle East entered its second day, with the tanker also holding Iranian nationals among the crew and ties to the regime.

‘Analysis of vessel affiliations, targeting patterns, and cargo data points to a strategy of indiscriminate area denial — not precision targeting — aimed at demonstrating Iran’s capability to disrupt the Strait and deter commercial shipping,’ the firm said Monday.

Iran has been retaliating with missiles and drones targeting U.S. and allied positions across the region, including in Qatar, Kuwait and the United Arab Emirates.

Maritime traffic through the Strait of Hormuz, which links the Gulf of Oman to the Persian Gulf, is the world’s most critical energy chokepoint.

While three other vessels were reported attacked since the hostilities escalated Feb. 28, Windward described Skylight as ‘the highest-risk vessel in the group and the most anomalous target.’

The UKMTO Operation Centre also later confirmed attacks on Skylight, MKD Vyom and Hercules Star, warning of significant military activity across the Gulf of Oman, the Persian Gulf, the North Arabian Sea and the Strait of Hormuz.

Skylight had been sanctioned by the U.S. Treasury’s Office of Foreign Assets Control in December 2025, and was used to transport Iranian petroleum products, according to reports.

It was operated by United Arab Emirates-based Red Sea Ship Management LLC, which Windward noted has documented ties to front companies linked to Iran’s Ministry of Defense.

The vessel had been at anchor since Feb. 22 and carried 20 crew members — 15 Indians and five Iranians.

‘The Skylight anomaly — striking a vessel with an Iranian crew, Iranian operational ties, and active OFAC sanctions — is the single strongest piece of evidence against deliberate targeting by affiliation,’ Windward said.

Reuters also reported March 1 that the Palau-flagged tanker was hit off Oman’s Musandam Peninsula in the Gulf of Oman, injuring four.

Oman’s Maritime Security Center said in a post on X that Skylight was attacked about 5 nautical miles north of Khasab Port, caught fire and was evacuated.

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Speaker Mike Johnson, R-La., described the recent U.S.-Israeli strikes on Iran as a defensive measure, saying, ‘Israel was determined to act with or without us’ following a classified briefing on Monday evening.

Johnson told reporters after the briefing that Israel viewed Iran’s capabilities as an existential threat and was prepared to conduct operations regardless of U.S. participation. He said Israel’s assessment shaped American deliberations, and it was ‘determined to act in their own defense here, with or without American support.’

The speaker said administration officials had to weigh risks to U.S. forces, regional assets and interests before supporting the operation. 

‘They had to evaluate the threats to the U.S., to our troops, to our installations, to our assets in the region and beyond. And they determined, because of the intelligence that we had, that a coordinated response was necessary,’ Johnson said.

Johnson said he guarantees that if the U.S. had not acted, the Trump administration would have been hauled in by Congress and asked why they waited if they had ‘existential intelligence, knowing that that would happen.’

‘I am convinced that they did the right thing,’ he said.

Rubio confirmed that Israel was prepared to act against Iran and said the president ‘made a very wise decision.’  

‘We knew that there was going to be an Israeli action. We knew that that would precipitate an attack against American forces,’ he told reporters. ‘And we knew that if we didn’t preemptively go after them before they launched those attacks, we would suffer higher casualties.’

Sen. Mark Warner, D-Va., a top Democrat on the Intelligence Committee, emerged from the briefing and said he did not believe there was an ‘imminent threat’ prior to Saturday’s strikes. 

‘There was no imminent threat to the United States of America by the Iranians. It was a threat to Israel,’ he said. ‘We equate a threat to Israel is the equivalent of an imminent threat to the United States. Then we are in uncharted territory.’ 

‘We have seen the goals for this operation change now, I believe 4 or 5 times,’ he went on.

Rubio insisted the operation was not about Iranian regime change but about taking out its capabilities as a threat to the region – focused on ballistic missiles and naval capacity. 

He did not say whether strikes would extend to nuclear facilities.

‘I do believe there is more than adequate justification for our American and Israeli actions,’ Senate Armed Services Committee Chairman Roger Wicker, R-Miss., told reporters he believes there is ‘more than adequate justification for our American and Israeli actions,’ without saying more.

House Foreign Affairs Committee Chairman Brian Mast, R-Fla., told Fox News Digital in an interview afterward that he felt administration officials did a good job of illustrating the threat level faced by the U.S. in the days leading up to the strikes.

‘I think that’s largely been very open source. The president laid that out, you know, very clearly. It does go beyond that to what I can’t get into, but it goes beyond that. I’m sure it’ll come out in the administration’s good time, but it’s not for me to say,’ Mast said.

‘But the more immediate nature of threats — I’m going through the negotiations with [Special Envoy Steve Witkoff], [Jared Kushner], Rubio, others that were a part of having those conversations and throughout that 10-day window of, you know, let’s call it countdown to make a deal, the threats that were going on in that window is probably the high-side information that you have.’

He also said there was a lot of daylight between what Democrats and Republicans in the briefing considered an ‘imminent threat.’

‘It’s like, for me as a soldier, right, if I see an enemy machine gun nest, that to me, given that it’s an enemy machine gun nest, is an imminent threat,’ Mast said. ‘To Democrats, unless that machine gun is burning up its barrels firing at you, it’s not yet an imminent threat. And those are the two separate ways that we’re looking at it.’.

On February 26th, the U.S. launched Operation Epic Fury against Iran in coordination with Israel. The offensive campaign has resulted in the death of 49 top Iranian leaders, including the Supreme Leader, Ayatollah Ali Khamenei. Six U.S. service members have lost their lives in Iranian counterattacks. 

The opening phase of the conflict struck more than 1,000 targets in the first 24 hours, according to Gen. Dan Caine, chairman of the joint chiefs of staff. American B-2 bombers flew 37-hour round-trip missions from the continental United States to hit underground facilities with penetrating munitions, he added.

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X’s artificial intelligence chatbot Grok has begun rolling out its first beta version of Grok 4.20, which Elon Musk and X say will provide not only better performance and new features but also the least ‘politically correct’ platform in terms of liberal bias. 

Over the past week, users on X, including Musk, have been touting search results from Grok showing ‘non woke’ answers to questions about popular cultural issues and figures compared to results from Anthropic’s Claude, Open AI’s ChatGPT, and Google’s Gemini. 

‘Grok 4.20 is BASED,’ Musk also posted on X last week. ‘The only AI that doesn’t equivocate when asked if America is on stolen land. The others are weak sauce.’

Musk’s post included screenshots of ChatGPT saying the ‘short answer’ is ‘yes’, Claude ultimately saying ‘yes’ and Gemini saying the answer is ‘complex’ while Grok responds with ‘No.’

In another post shared by Musk, the AI platforms are asked for a ‘yes’ or ‘no’ if President Donald Trump is ‘racist.’

Grok responded with ‘No’ while Gemini responded by saying the answer is not as simple as ‘yes’ or ‘no.’ Claude and ChatGPT also declined to respond with a ‘yes’ or ‘no’: arguing it’s a more nuanced issue. 

‘Grok 4.20 is the only non-woke AI in existence, engineered to pursue maximum truth, and deliver unfiltered, evidence-based answers where every other major model has been lobotomized by the woke mind virus,’ an xAI spokesperson told Fox News Digital. 

The recent attack on Iran by the United States and Israel also provided examples on social media of Grok results appearing less ‘biased’ than other platforms, including a post showing what happened when each platform was asked a ‘yes’ or ‘no’ question about whether Trump was ‘right’ to authorize the strike. 

Grok responded with ‘yes’ while ChatGPT said ‘no’ and both Gemini and Claude argued that the situation was too nuanced to respond definitively one way or the other. 

‘In times of split second decision making by our nation’s top leaders — it’s clear which AI our military should be using,’ ‘The Katie Miller Show’ host and former DOGE adviser Katie Miller posted on X. ‘Truth-seeking is @grok’s best feature.’

Various websites have attempted to track the political leanings of artificial intelligence platforms, including Dartmouth College’s Polarization Research Lab, last updated in 2025, which ranked Gemini as the least political. In early 2025, a Manhattan Institute report concluded Grok was a close second to Gemini in terms of political bias. 

An OpenAI spokesperson pointed Fox News Digital to its public ModelSpec which defines how ChatGPT should behave and ‘assume an objective point of view’ and said ‘we actively test and measure political bias in ways that mirror real-world use and publish our findings, including evaluations across hundreds of prompts and real production traffic, where detectable political bias is rare (fewer than 0.01% of responses show any detectable political bias) and continues to decline with newer models.’

Fox News Digital reached out to Anthropic and Google for comment.

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Secretary of War Pete Hegseth warned that some traditional U.S. allies are ‘hemming and hawing about the use of force’ as Washington presses forward with its campaign against Iran, raising fresh questions about NATO cohesion at a moment of escalation.

Spain has refused U.S. permission to use certain bases for strikes on Iran, calling for de-escalation and adherence to international law. Turkey has criticized the operation and warned of broader regional destabilization, while President Recep Tayyip Erdoğan said he was ‘saddened’ by Ayatollah Ali Khamenei’s death and denied that Turkish territory was used in the campaign. 

In a statement released on Saturday, French President Emmanuel Macron said that, ‘The outbreak of war between the United States, Israel and Iran carries grave consequences for international peace and security.’ He added, ‘The ongoing escalation is dangerous for all. It must stop.’

During Monday’s media briefing, Hegseth drew a sharp contrast between Israel and what he described as hesitant allies. ‘Israel has clear missions as well, for which we are grateful. Capable partners, as we’ve said since the beginning. Capable partners are good partners, unlike so many of our traditional allies, who wring their hands and clutch their pearls, hemming and hawing about the use of force.’

The criticism reflects growing frustration inside the administration that while some European capitals have issued statements of support, operational backing has not matched the rhetoric.

President Donald Trump also voiced dissatisfaction with allied hesitation. In an interview with The Daily Telegraph, Trump said he was ‘very disappointed’ in British Prime Minister Keir Starmer for initially blocking U.S. use of British bases and that Starmer took ‘far too much time’ to reverse course.

The United Kingdom later authorized U.S. use of key facilities, including Diego Garcia, after raising initial legal objections and following a drone strike on RAF Akrotiri in Cyprus.

Justin Fulcher, former senior adviser to Hegseth, told Fox News Digital the moment represents ‘an absolutely critical inflection point where NATO should act in a unified way in support of what the United States is doing.’

He framed the issue as larger than the current campaign. ‘Symbolically, the U.S.-NATO alliance is critical when looking at actually restoring deterrence globally,’ Fulcher said, arguing that visible unity would send a message not only to Tehran but to other geopolitical rivals watching how the alliance responds under pressure.

NATO Secretary General Mark Rutte has sought to downplay suggestions of division.

‘I spoke with all the key European leaders over the weekend,’ Rutte said on Fox News. ‘There is widespread support for what the president is doing.’

He added, ‘Europe is stepping up, is doing what is necessary to make sure this operation can go ahead and deliver all the enablement necessary.’

Germany has struck a more cautious tone. Chancellor Friedrich Merz warned in Sunday that strikes risk an Iraq- or Afghanistan-style quagmire and that Europe would bear the consequences.

At the same time, he said Berlin would not ‘lecture’ the U.S. ‘We recognize the dilemma,’ he said, explaining that repeated attempts over past decades had not put Iran off trying to acquire nuclear weapons or oppressing its own people. ‘So we’re not going to be lecturing our partners on their military strikes against Iran.’

‘Despite all the doubts, we share many of their aims,’ he said.

Fulcher contrasted the current hesitation with the strong reactions from some NATO capitals during past alliance disputes, including tensions surrounding Greenland.

‘When you look at Greenland, that was obviously a very touchy subject for some countries in the Alliance,’ Fulcher said. ‘Iran for decades has been a huge promoter and funder of terrorism all across the globe — attacks that have happened in Europe, in many NATO and European countries,’ he said. ‘For me, it is quite shocking that we’re seeing a difficult time for many NATO members to fully unify and step up in support of the United States and what the U.S. and Israel is doing in Iran.’

He argued that Europe has a significant strategic incentive to see Iranian capabilities degraded.

‘I think actually Europe and NATO have the most to gain from neutralizing the threat that emanates from Iran,’ Fulcher said. ‘When you look at whether the ballistic missile threat or some of the state-sponsored terrorism threats, Europe has been on the receiving end of much more of these threats than the United States has in some cases.’

He stressed that support should extend beyond public endorsements.

‘Some of our European allies can do a lot more to not just support with words, which should be the bare minimum here, but also support with actual tangible action,’ Fulcher concluded.

Reuters contributed to this report.

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Oil and gas prices surged Monday (March 2) after fresh military strikes between the US, Israel, and Iran rattled energy markets and brought shipping through the Strait of Hormuz close to a halt, raising fears of a wider supply shock.

Brent crude, the global oil benchmark, jumped as much as 10 percent to trade above US$82 per barrel before easing back toward US$79. US crude rose more than 6.5 percent, climbing nearly US$5 per barrel to around US$72.

Natural gas markets saw even sharper moves. European gas futures rocketed higher after QatarEnergy said it had suspended liquefied natural gas (LNG) production following what it described as “military attacks” on its facilities.

The company halted production after a drone targeted a facility in Ras Laffan Industrial City, according to Qatar’s Ministry of Defence. A separate drone reportedly struck a water tank at a power plant in Mesaieed. In Saudi Arabia, Aramco temporarily shut its Ras Tanura refinery after it was hit by a drone.

Tensions have centred on the Strait of Hormuz, the narrow waterway through which roughly 20 percent of the world’s oil and significant LNG volumes pass.

Shipping traffic through the strait has slowed dramatically.

The UK Maritime Trade Operations Centre reported that two vessels had been struck and that an “unknown projectile” exploded “in very close proximity” to a third. At least 150 tankers have reportedly dropped anchor beyond the strait, while major shipping companies paused or rerouted sailings.

‘Meanwhile, no LNG vessels have transited the Strait of Hormuz since Saturday, effectively cutting off around 20 percent of global LNG supply. Although there is no formal blockade, tankers remain anchored due to heightened security and insurance risks, intensifying supply concerns,’ an email from the Independent Commodity Intelligence Services (ICIS) noted.

Analysts say the disruption threatens around 120 billion cubic meters per year of LNG supply from Qatar and the UAE, volumes that are comparable to the gas Europe has lost from Russia since 2021.

Others warned that prices could climb much higher if the standoff persists. Some estimates suggest Brent could approach or exceed US$100 per barrel in the event of a prolonged closure.

OPEC+ spare capacity is largely located in the Gulf and would be difficult to access if shipping remains constrained. On Sunday (March 1), OPEC+ agreed to increase output by 206,000 barrels per day starting next month in an effort to cushion price rises.

However, any additional barrels would still need to transit through the region.

Gold, often viewed as a safe-haven asset during geopolitical turmoil, also rose by around 2 percent to US$5,378 per ounce.

Much now depends on whether energy infrastructure continues to be targeted and how long shipping disruptions persist.

“The jump in prices will feed through almost immediately because the oil traders are very much following the news too,” Robin Mills, chief executive of consultancy Qamar Energy, told BBC.

“At the moment, oil prices are not particularly high, they are still below where they were even two years ago so we’re not in full-blown oil crisis mode yet.”

The trajectory of prices, analysts say, will hinge on how much supply is ultimately disrupted, how long any other form of disruption lasts, and whether traffic through one of the world’s most critical energy chokepoints resumes in the coming days.

Securities Disclosure: I, Giann Liguid, hold no direct investment interest in any company mentioned in this article.

This post appeared first on investingnews.com

Investor Insight

Metro Mining is one of the few pure-play upstream bauxite companies globally listed on a stock exchange. As a direct exposure to the aluminum sector, Metro offers investors a unique opportunity to benefit from rising global demand driven by industrial applications and growth areas such as electrification, batteries, renewable energy, and lightweight transportation solutions.

Overview

Metro Mining (ASX:MMI) is a low-cost, high-grade Australian bauxite producer with its 100-percent-owned Bauxite Hills mine located 95 km north of Weipa on the Skardon River, Queensland. The mine forms part of a tenement package covering ~1,900 sq km.

Metro Mining

Bauxite Hills Mine

As at 31 December 2024, Bauxite Hills contained 114.4 Mt of ore reserves, supporting an ~11-year mine life, with additional mineral resources extending mine life by roughly five years.

Following the infrastructure expansion commissioned in late 2023, the operation is ramping up production during 2025 and remains on track to deliver 6.5 to 7 WMtpa by year end. This positions Metro as one of the lowest-cost global bauxite producers.

The aluminum sector continues to see rising demand growth of around 3 to 4 percent annually, supported by EV manufacturing, renewable energy infrastructure, battery production and lightweight transportation. Market conditions have been strengthened by instability in Guinea, where government actions and weather disruptions have curtailed exports, creating supply uncertainty and reinforcing the importance of reliable Australian producers.

Company Highlights

  • Metro Mining’s flagship asset, the Bauxite Hills mine (BHM) in Skardon River, located 95 km north of Weipa in Cape York Peninsula Queensland, benefits from proximity to Asian markets, short haul distances, and a highly scalable, low-cost marine transportation system, ensuring industry-leading operating margins.
  • Production ramp-up continuing in 2025 following infrastructure expansion in late 2023. August 2025 shipments reached 753,101 WMT, up 6 percent year-on-year, with year-to-date production of 3.4 Mt, keeping the company on track for its 6.5 to 7 million WMT per annum CY2025 target.
  • Targeting a delivered bauxite cost below US$30 per dry ton CIF China, positioning the company firmly within the lowest quartile of global producers.
  • End of Q2 2025: Cash balance of AU$28.7 million, secured debt of US$56.6 million, and full-year hedged position at 0.63 US$:A$.
  • Ore reserves of 77.7 Mt underpinning ~11 years of mine life, with additional mineral resources providing ~five more years
  • Metro Mining maintains robust environmental and social governance, evidenced by receiving the Association of Mining and Exploration Companies’ 2024 Environment Award.

Key Project

Bauxite Hills Mine (Queensland, Australia)

Metro Mining’s flagship asset, the Bauxite Hills mine, is located on the Skardon River, about 95 kilometres north of Weipa in Queensland. The mine is underpinned by 114.4 Mt of ore reserves as at 31 December 2024, providing approximately 11 years of production, with further Mineral Resources extending mine life by around five years.

Bauxite Hills is a straightforward, low-cost DSO operation. The orebody requires no blasting, with only ~0.5 metres of overburden to remove, and short average haul distances of nine kilometres. Ore is screened to below 100 millimetres and hauled to the barge loading facility, where it is transported via tugs and barges to offshore transhippers for loading onto Capesize vessels bound for Asian markets. This efficient marine logistics chain enables Metro to remain in the lowest quartile of global cost producers.

Port view of Metro Mining

Production continues to build steadily. In Q2 2025, the mine shipped a record 1.9 Mt, generating site EBITDA of AU$54 million and a margin of AU$32 per tonne. In August 2025, shipments reached 753,101 tonnes, a six percent increase from the prior year, with 3.4 Mt shipped year-to-date, putting the mine firmly on track to meet its 2025 target of 6.5 to 7 Mt.

Metro has established offtake agreements with leading global alumina and aluminum producers, including Chalco, Emirates Global Aluminium, Xinfa Aluminium and Shandong Lubei Chemical. To support growth beyond 2025, debottlenecking and optimisation studies are underway to enable potential expansion to 8 Mtpa beyond 2026.

The company is also advancing exploration in surrounding lateritic bauxite terraces. Drilling campaigns are planned across EPM 27611, EPM 16755, EPM 25879 and EPM 26982 during the second half of 2025, with approximately 150 holes scheduled.

In addition, Bauxite Hills hosts a significant kaolin deposit beneath the bauxite ore. Metro is progressing a feasibility study to assess extraction potential, market strategies and product testing, with applications in ceramics, paper, paints and industrial uses.

Management Team

Simon Wensley – CEO and Managing Director

Simon Wensley is a proven industry leader with extensive experience in mining operations and strategic growth. He spent 20 years at Rio Tinto in various operational, project and leadership roles across commodities, including iron ore, industrial minerals, bauxite, alumina, coal and uranium.

Douglas Ritchie – Non-Executive Chair

Douglas Ritchie brings more than 40 years’ experience in resources, previously holding senior leadership roles at Rio Tinto, including CEO of Rio Tinto Coal Australia, chief executive of the Energy Product Group, and group executive of strategy.

Nathan Quinlin – CFO

Nathan Quinlin is experienced in financial strategy and cost optimization, previously serving as finance and commercial manager at Glencore’s CSA mine, managing finance, risk management and life-of-mine planning.

Paul Green – Executive General Manager, Operations

Paul Green is a seasoned mining executive with 30 years of experience across surface and underground operations, contracting, and major project development. Beginning his career underground, he brings practical, “coal face” leadership to driving operational turnarounds, productivity gains, and safety excellence. He has held senior roles with Rio Tinto, BHP, Glencore, Anglo American, Idemitsu and ASX-listed Metarock, leading mine restarts, major expansions, operational transformations, and corporate restructurings.

Vincenzo De Falco – General Manager, Marine Supply & Logistics

With over 15 years of global experience in the shipping and maritime industry, including at IMC and Louis Dreyfus Armateurs, Vincenzo De Falco is leading the Metro Marine Team to manage BHM transhipping logistics, including new Floating Crane Terminal (Ikamba) as well as Tug Mandang.

This post appeared first on investingnews.com