US Intelligence: Khamenei Isolated at Secret Location, Limiting Iran Decisions

🛰️ TEHRAN — Iran's supreme leader is isolated, and no one is sure who's deciding. 📌 LOOK CLOSER: If Khamenei is dark, the MOU track faces a problem no mediator can fix. Iranian negotiators may lack authorization to move on enrichment or sign any text. It also explains IRGC hardliner signals this week — the military fills the vacuum. Washington's 60-day framework now races Tehran's chain of command, not just its political will.

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Israel Eyes Space-to-Ground Strike Capability in Major Defense Expansion

🛰️ ORBITAL — Israel announces space weapons while still fighting a ground war below. 📌 LOOK CLOSER: Katz's announcement is a strategic signal, not a near-term capability. "Rods from God" tungsten kinetic strikes remain theoretically viable but operationally distant. Timed mid-conflict, this targets deterrence optics toward Iran

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US Diplomats to Return to Middle East Embassies After Iran War Evacuations

🏛️ EMBASSIES — Washington signals reduced threat, but the strait is still closed. 📌 LOOK CLOSER: Returning diplomatic staff requires a formal security reassessment — it signals the Pentagon and State believe direct-strike risk has dropped below operational threshold. That reading runs directly against Hormuz still at one vessel and an escorted tanker

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China Warns US: Sanctions Threatening Iran Ties Will Be Met With Force

🇨🇳 BEIJING — Beijing just told Washington its Iran ultimatum has a hard ceiling. 📌 LOOK CLOSER: "All necessary measures" is diplomatic code for economic and financial countermeasures — not military. But it signals Beijing will not quietly comply with Bessent's package. Chinese refiners now have political cover to keep

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Oil Slides to One-Week Low as Markets Shrug Off Iran Sanctions

🛢️ MARKETS — Hormuz near-closed, sanctions live. Oil falls anyway. 📌 LOOK CLOSER: Markets priced Bessent's package before it landed — weeks of telegraphing gave traders time to position. Hormuz near-zero traffic means supply disruption is already in the price; new sanctions add no new data. The drop signals the

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Israel Eyes Space-to-Ground Strike Capability in Major Defense Expansion

US Diplomats to Return to Middle East Embassies After Iran War Evacuations

China Warns US: Sanctions Threatening Iran Ties Will Be Met With Force

Oil Slides to One-Week Low as Markets Shrug Off Iran Sanctions