A US war push against Cuba and renewed strikes on Iran look imminent, bad news for oil markets, consumers, and Middle East stability.

• US officials are floating a story that Cuba has 300 Russian and Iranian drones aimed at Florida, but the same intelligence admits Cuba is not actually planning an attack.
• Cuba is calling it a false flag like the 1962 Operation Northwoods plot, with Marco Rubio and wealthy Cuban-American donors driving the push for regime change.
• Trump says renewed strikes on Iran were set for tomorrow but were paused after Gulf states begged him to stop, fearing Iran will flatten the UAE's energy and water infrastructure.
• The Strait of Hormuz has been closed for 79 days and global oil stockpiles are running out, while US missile stockpiles are also depleted and would take years to rebuild.
• US Treasury yields are spiking as the government borrows heavily to fund the war, pushing mortgage and consumer loan rates higher and forcing 51% of Americans onto buy-now-pay-later plans for basics.

Outlook: Renewed war on Iran is treated as a certainty within days, with fuel, fertilizer, and food shortages expected to hit Americans hard by year-end.