💥 CEASEFIRE — Trump just buried the MoU before Doha could resume it. 📌 LOOK CLOSER: Trump declaring the ceasefire over collapses the June 17 MoU — the only architecture holding back full escalation. Doha's post-July 9 resumption is now void. Brent at $78.43 reprices tanker insurance, EASA reroutes, Gulf monarchy calculus simultaneously. Mojtaba's first sovereign act is now forced: respond militarily or accept defeat.
dailybrief
A supertanker explodes on an Iranian mine in the Strait of Hormuz. Brent at $104.72. Trump freezes strikes before midterms but orders plans for massive bombing. Moscow arms Tehran. The war reorganizes — it does not stop.
dailybrief
Un supertanker esplode su una mina iraniana nello Stretto di Hormuz. Brent a $104,72. Trump congela i raid prima delle midterm, ma ordina piani di attacco massiccio. Mosca arma Teheran. Il conflitto si riorganizza, non si ferma.
newsupdates
🏦 BANGKOK — IMF convenes while the war rewrites every debt projection it brought. 📌 LOOK CLOSER: With Brent above $135 and Hormuz functionally closed, the IMF's debt sustainability models are already obsolete. Bangkok is the first multilateral forum where war-driven energy inflation meets sovereign debt stress. Emerging markets absorbing
newsupdates
🌍 SPILLOVER — The Houthi front is now outrunning the diplomacy it was meant to support. 📌 LOOK CLOSER: Ghawar hit, Riyadh airport struck, American killed — the Houthi campaign has generated facts faster than any US-Iran channel can absorb them. Saudi Arabia now needs military response, which pulls Washington toward Yemen co-