Day 28: Iran profits from its own blockade while the air bubble runs out and Anthropic’s next model leaks.
The Siege That Pays for Itself
Iran is earning $139 million a day from oil exports — because the Hormuz closure it imposed has locked out every rival. The toll-booth regime now grants selective passage to India, Russia, China, Malaysia, and Spain through separate deals, while France confirms 30–40% of Gulf energy infrastructure has been destroyed. The “air bubble” of tankers that departed before the conflict is still masking the true supply gap; when those ships stop arriving, physical shortages begin. Asian natural gas futures are already up 90%. The Economist argues a month of bombing has achieved nothing. Germany’s defence minister says Trump has no exit strategy.
Trump extended his deadline by 10 days and paused strikes on Iranian power plants. He claims talks are going well. Iran disputes the characterization.
Iranian Red Crescent workers
lower a man from the wreckage of a building damaged in an airstrike in
Tehran.
Mines on a Village
Bellingcat identifies US-made Gator Scatterable Mines deployed over Kafari village near Shiraz — anti-tank mines in a populated area. Several civilians were killed, including one who attempted to pick up a mine. The deployment likely targeted vehicle access to the nearby Shiraz South Missile Base.
BLU-91/B anti-tank mine
photographed in Kafari village by IRIB News.
Ukraine Squeezes Russia’s Oil Arteries
Ukrainian drones have now halted at least 40% of Russia’s oil export capacity — roughly two million barrels per day. All three major western export ports hit in March. The Kirishi refinery struck for a third straight night. Putin is asking oligarchs to donate to the budget. Meanwhile, Ukraine’s southern counterattacks have liberated nine settlements and recaptured ~440 km² since late January, forcing Russia to redeploy elite units from Donetsk.
OSINT-verified fire at Ust-Luga
port after Ukrainian drone strike.
Capybara Escapes the Lab
An unsecured data cache exposed Anthropic’s next model — internally codenamed “Capybara,” publicly “Claude Mythos.” Draft materials describe a “step change” in capabilities. Anthropic flagged unprecedented cyber risks and plans a cautious rollout starting with security defenders. Separately, a federal judge blocked the Pentagon’s attempt to ban Anthropic over its refusal to allow Claude in autonomous weapons systems, calling it “classic First Amendment retaliation.”
Also today — ARC-AGI Round 3 drops: all frontier models score below 1%. LeCun raises $1B to build something that isn’t an LLM. Nepal swears in an ex-rapper as PM. Ten Ukrainian soldiers humiliated two NATO battalions in a drone exercise. Apple kills the Mac Pro.
Markets
| Indicator | Value | Change |
|---|---|---|
| S&P 500 | — | −1.8% |
| Gold | — | −3.8% |
| Oil | — | +3.4% |
| EUR/USD | 1.0843 | — |
| USD/NOK | 10.82 | — |
| BTC | $68,264 | −2.2% |
Oil up on Hormuz toll regime and infrastructure destruction. Broad risk-off elsewhere; gold selloff suggests margin calls.
Tuk-tuk driver queues for fuel
at a petrol station in Kandy, Sri Lanka.
Ukrainian servicemen on an armored
carrier returning from the battlefield.
Map of Ukrainian drone attacks on
Russian Baltic ports.
Department of the Army
reference diagram showing Gator SCATMINE system with BLU-91/B and
BLU-92/B mines.
Ukrainian drone operations
during NATO exercise.
End-to-end search
performance comparison over the ~190 MB dataset, showing jsongrep
outperforming jq and other tools.
Nullclaw AI agent
answering questions in IRC web client.
Canon GL1 DV camera
connected to Raspberry Pi 5 via FireWire 400 Mini PCIe card.