Josse-posten

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.

World News

US-Israel War on Iran & Global Energy Crisis

Tuk-tuk driver queues for fuel at a petrol station in Kandy, Sri Lanka.

Rest of the World

cd ~/repos/ratatosk && claude --resume 6747acf4-f0a0-45d6-bc2c-8f3936a06842

Ukraine

Ukraine’s southern counterattacks continue to deliver results: the 95th Air Assault Brigade liberated Berezove southeast of Oleksandrivka, eliminating a Russian salient. Since late January, Ukrainian forces have recaptured roughly 440 square kilometers across the Oleksandrivka and Hulyaipole directions, liberating nine settlements in the latest push. In western Zaporizhia, Ukrainian forces retook northern and central Prymorske, Richne, and part of Stepnohirsk. These advances are forcing Russian command to redeploy elite VDV and naval infantry from Donetsk — including the 40th Naval Infantry Brigade, which has already taken notable casualties near Hulyaipole — disrupting the planned Spring-Summer 2026 offensive against the Fortress Belt. ISW assesses that Russia is unlikely to seize the Fortress Belt (Kostyantynivka–Slovyansk corridor, 380,000+ pre-war population) in 2026, and Russian officials are already tempering expectations domestically. On the eastern front, 150 clashes were recorded in a single day, with 42 on the Pokrovsk axis alone. Russian forces made minor advances west of Pokrovsk and near Slovyansk but failed to hold gains in Kostyantynivka after a four-pronged platoon-sized mechanized assault was repelled. Ukrainian forces also advanced in southwestern Vovchansk. Russian daily losses hit approximately 1,000 killed and wounded, with over 6,000 in four days according to Ukrainian reporting.

Ukrainian servicemen on an armored carrier returning from the battlefield.

Ukraine’s long-range strike campaign against Russian oil infrastructure is having strategic impact. Reuters calculates that drone strikes, Druzhba pipeline disruption, and Western tanker seizures have now halted at least 40% of Russia’s oil export capacity — roughly two million barrels per day. All three major western export ports (Novorossiysk, Primorsk, Ust-Luga) have been hit in March, with the Kirishi refinery in Leningrad Oblast struck for the third night in four days. Zelensky noted Russia’s $83 billion deficit at end-2025, forecast to reach $100 billion in 2026, while Putin has resorted to asking oligarchs to donate to the budget. (Also covered in World News)

Map of Ukrainian drone attacks on Russian Baltic ports.

cd ~/repos/ratatosk && claude --resume 4e7eb44c-e260-4343-9692-f6113db3d6c2

Investigations & Geopolitics

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.

cd ~/repos/ratatosk && claude --resume bd2ff1cf-c6b9-4185-85fc-24046f15f390

AI

Symbolica’s Agentica framework scored 36% on ARC-AGI-3 at $1,005 cost vs $8,900 for competitors — using agent-based sandboxed execution rather than chain-of-thought prompting. All frontier models scored below 1%. Details on GitHub.

cd ~/repos/ratatosk && claude --resume af7ef0e1-647d-4c28-aeb7-4aa10b23d8bd

Tech

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.

cd ~/repos/ratatosk && claude --resume 1236b5ba-45ce-4e21-ba51-58465ed3f18c
cd ~/repos/ratatosk && claude --resume 4d8cda78-9983-489b-bb09-07a994ed9646