💥 CENTCOM — First confirmed US strike on Iranian soil since April ceasefire. 📌 LOOK CLOSER: CENTCOM attribution makes this official US action — not Israeli, not deniable. The MOU's core assumption just collapsed: no kinetic hits on Iranian territory was the foundation. Araghchi loses the 60-day roadmap's premise. The Lebanon framework signed hours ago is now structurally moot. Iran's response calculus resets.
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🤝 WASHINGTON — 'Positive and productive' means no blowup — but also no deal. 📌 LOOK CLOSER: The White House framing signals Netanyahu didn't veto the Iran ceasefire text publicly — but "productive" stops well short of Israeli endorsement. Netanyahu arrived holding Trump's "Israel wouldn'
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🇺🇸 TRUMP-ISRAEL — Without him, he says, Israel is gone. Tehran just filed that away. 📌 LOOK CLOSER: The statement fuses Trump's political identity with Israel's survival — making any US pressure on Netanyahu nearly impossible while the Iran pause holds. It signals to Tehran that the patron-client
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🏦 HORMUZ — Iran just made every neutral state choose a side financially. 📌 LOOK CLOSER: Iran's threat to deny Hormuz access to any state or firm accepting its frozen assets turns a bilateral fight into global coercion. EU members holding Iranian assets now face a direct trade-off: financial gain
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🏛️ WHITE HOUSE — Netanyahu arrives while Thursday's address has no terms attached. 📌 LOOK CLOSER: The visit forces alignment on the one question unresolved: does Thursday mean resuming strikes or codifying the pause? Netanyahu wants Iran's nuclear remnants targeted — Cooper's 20% problem. Trump wants a deal