🎖️ NSC — Trump convenes war cabinet Tuesday; Iran's red lines cleared the table. 📌 LOOK CLOSER: The same six principals — Vance, Witkoff, Rubio, Hegseth, Caine, Ratcliffe — reconvene Tuesday. Two NSC meetings in two weeks with this roster isn't routine review. Iran's refusal to move on any key issue is the formal trigger cited. Tuesday is where options get sequenced, not debated.
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💱 RUPEE — Record lows when oil bills are priced in dollars that cost more. 📌 LOOK CLOSER: India imports 85% of its oil — every Hormuz-driven barrel costs more rupees as the currency slides. Bond yield contagion tightens RBI's room to cut rates defensively. A weaker rupee inflates import costs beyond
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⛏️ BEIJING — White House confirms rare earths, not Iran, topped the China agenda. 📌 LOOK CLOSER: If the summit's headline deliverable is mineral supply chains, Beijing extracted something concrete while offering nothing binding on Tehran. Xi trades a supply chain gesture for US acknowledgment of Chinese economic leverage — without moving
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☢️ MINSK — Belarus drills nuclear deployment while Europe watches the Gulf. 📌 LOOK CLOSER: Belarus practicing Russian nuclear deployment isn't a drill for Kyiv — it's a signal timed for when NATO capitals are absorbed by the Iran crisis. Moscow exploits the attention gap: any European response east complicates
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🛢️ BEIJING — The world's top oil buyer is absorbing less crude precisely when the Gulf needs demand most. 📌 LOOK CLOSER: China's lowest throughput since Aug 2022 means rising inventories — weakening Beijing's incentive to pressure Tehran on Hormuz. If China isn't desperate for barrels,