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Also driving the price up are the Ansarallah advances in Yemen and today's Ansarallah bombings of the Saudi East-West pipeline. The market expects that they'll

Also driving the price up are the Ansarallah advances in Yemen and today's Ansarallah bombings of the Saudi East-West pipeline. The market expects that they'll use military force to attempt to close the Bab al-Mandab strait, with their past attempts at closing the strait, stated goals of closing the strait and newly reported use of Claude to develop medium-range ballistic missile guidance software as evidence.

larodi 6d ago
Would be surprising if they don't in fact. In fact it is perhaps quite straightforward to skip Claude and rather tell Qwen 3.8 27b to create an angry birds clone where you track the bird... or something along the line. Pretty sure they are also very good at smuggling various assets through borders, and where not.
riffraff 6d ago
Also Related: Saudi Arabia’s crude output falls to lowest level since 1990 https://finance.yahoo.com/energy/articles/saudi-arabia-crude-output-falls-125456513.html https://finance.yahoo.com/energy/articles/saudi-arabia-crude...
fabian2k 6d ago
It also looks like the US is reducing the amount of oil drawn from the strategic reserves (https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=WCSSTUS1&f=W https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=W...), that could also affect the price. But the hostilities heating up overall is probably the largest effect.
jst1fthsdys 5d ago
> newly reported use of Claude to develop medium-range ballistic missile guidance software as evidence. Why would they use Claude? Iran, China, and Russia have far more advanced MRBM systems than the US. So unless Claude is training on top secret info that the US military doesn't even have, they would be getting worse information than just talking to their allies.
- Haven880 5d ago
  It is marketing op from Anthropic. No proof given. More like trust-me-bro assertions. This also to pacify people that it is under control while quietly hide any real damages. China and Russia for this situation best considered not exist. Simplofy analyst has more winning chances, reality be damned.

larodi 6d ago

Would be surprising if they don't in fact. In fact it is perhaps quite straightforward to skip Claude and rather tell Qwen 3.8 27b to create an angry birds clone where you track the bird... or something along the line. Pretty sure they are also very good at smuggling various assets through borders, and where not.

riffraff 6d ago

Also Related: Saudi Arabia’s crude output falls to lowest level since 1990 https://finance.yahoo.com/energy/articles/saudi-arabia-crude-output-falls-125456513.html https://finance.yahoo.com/energy/articles/saudi-arabia-crude...

fabian2k 6d ago

It also looks like the US is reducing the amount of oil drawn from the strategic reserves (https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=WCSSTUS1&f=W https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=W...), that could also affect the price. But the hostilities heating up overall is probably the largest effect.

jst1fthsdys 5d ago

> newly reported use of Claude to develop medium-range ballistic missile guidance software as evidence. Why would they use Claude? Iran, China, and Russia have far more advanced MRBM systems than the US. So unless Claude is training on top secret info that the US military doesn't even have, they would be getting worse information than just talking to their allies.

Haven880 5d ago
It is marketing op from Anthropic. No proof given. More like trust-me-bro assertions. This also to pacify people that it is under control while quietly hide any real damages. China and Russia for this situation best considered not exist. Simplofy analyst has more winning chances, reality be damned.