💣 SANCTIONS — The declaration was made Sunday. The weapon drops today. 📌 LOOK CLOSER: Bessent's FT op-ed was the warning; today's package is the execution. Markets, Beijing, and Tehran all knew this was coming — the question is secondary sanctions scope. If Chinese refiners are named, Beijing must choose compliance or confrontation. Pakistan's Islamabad-Tehran channel becomes immediately load-bearing.
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🛢️ OPEC+ — Holding output steady when three Iranian tankers just sank is a choice. 📌 LOOK CLOSER: With Brent at $96 and US SPR at 1983 lows, OPEC+ freezing output means the cartel is letting the war do the price work for them. Saudi Arabia — simultaneously receiving US JDAMs and mediating for
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📢 IRGC — Washington's blockade threat may cost more than Tehran's. 📌 LOOK CLOSER: IRGC's backfire warning targets Beijing and New Delhi, not Washington — both absorb Iranian crude and fear losing access more than the US fears $100 oil. With SPR at 1983 lows and Brent up
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🏫 WEST BANK — Schools on day one; Huckabee's safety demand was 24 hours ago. 📌 LOOK CLOSER: IDF entering schools the morning after Washington publicly demanded West Bank safety guarantees exposes the fracture in real time. Brussels already has hospital strikes and Zeitoun recovery in the legal file. School raids
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🛡️ BERLIN — An airport drone attack just forced Germany to price hybrid war at home. 📌 LOOK CLOSER: Berlin building a national anti-sabotage shield signals the hybrid front Iran's horizontal doctrine opened has reached German soil. NATO's "won't tolerate" warning published yesterday now