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Strategic Intelligence Brief — Edition 31 — April 15, 2026

Strategic Intelligence Brief — Edition 30 — April 13, 2026

US naval blockade of all Iranian ports active as of 10am ET Monday · Islamabad talks collapse after 21 hours — Vance: “final and best offer” rejected · Iran FM Araghchi: “inches away from MoU, then goalposts shifted” · Macron announces UK-France coalition for Hormuz freedom of navigation conference

Strategic Intelligence Brief — Edition 28 — April 10, 2026

Vance departs for Islamabad — US-Iran direct talks begin Saturday · Hormuz: only 5 ships crossed Thursday; Brent ~$95, strait “effectively closed” · Hezbollah fires 30+ rockets at northern Israel Friday; school struck in Deir al-Asad · CIT hears oral arguments on Section 122 tariffs; ruling could come within days

Strategic Intelligence Brief — Edition 27 — April 09, 2026

Ceasefire collapses within hours: Israel launches 100+ Lebanon strikes in 10 minutes, 300+ killed; Iran reimposed Hormuz; Hezbollah fires 30+ rockets April 9 · JD Vance leads US to Islamabad Saturday; Iran delegation traveling Thursday; enrichment red line irreconcilable as stated · Brent rebounds 4% to $98 as markets confirm Hormuz supervised pause ≠ reopening; Goldman: $100+ if shut another month · CIT Section 122 oral arguments today: if injunction granted, US tariff architecture collapses before July 24

Strategic Intelligence Brief — Edition 26 — April 08, 2026

US-Iran two-week ceasefire in effect — Hormuz reopening, Islamabad talks begin Friday April 10 · Israel excludes Lebanon from ceasefire — central Beirut struck hours after deal; 1,500+ dead · Iran enrichment dispute — Farsi text includes “acceptance of enrichment,” English version omits it; Trump calls it “fraudulent” · Oil crashes 14–16% — WTI ~$95, Brent ~$94; still 30%+ above pre-war levels

Strategic Intelligence Brief — Edition 25 — April 05, 2026

WSO rescued from Iran mountains after 30-hour manhunt — CIA deception campaign, heavy firefight, both F-15E crew now safe · Trump April 6 deadline live — energy infrastructure strikes threatened if Hormuz remains blocked by Monday 8 PM ET · Indonesia buries 3 UNIFIL peacekeepers; 3 more wounded Friday — thousands protest at US Embassy in Jakarta · US 10% global tariff enters force today; 60+ nations face higher rates from April 9 — J.P. Morgan: effective rate now 23%+

Strategic Intelligence Brief — Edition 24 — April 04, 2026

4th STRIKE on Bushehr NPP perimeter — 1 guard killed, IAEA confirms no radiation increase · Rosatom begins mass evacuation: 198 workers departing toward Armenian border · Trump issues new 48-hour Hormuz ultimatum — “all hell will reign down” by Monday · Missing F-15E WSO — search continues inside Iran for 2nd day

Strategic Intelligence Brief — Edition 23 — April 03, 2026

BREAKING: F-15E shot down over Iran — first confirmed combat air loss; 1 crew MIA, Iran offering civilian reward for capture · Iran rejects US 48-hour ceasefire request — “field response”: continued strikes · US intel: ~50% of Iranian missile launchers intact; contradicts Trump’s “almost none left” address · B1 Bridge near Tehran destroyed mid-strike on Nature Day holiday; 8–13 killed civilians

Strategic Intelligence Brief — Edition 22 — March 31, 2026

Iran strikes Kuwaiti oil tanker Al-Salmi anchored at Port of Dubai — first direct strike on a GCC state vessel since war began · US gas hits $4.00/gallon nationally; Los Angeles at $5.99 — highest in four years; USS Tripoli (3,500 Marines) in Indian Ocean as ground operation debate intensifies · Hegseth declares “regime change has occurred” in Iran; Pezeshkian signals willingness to stop fighting “if conditions met” — statements unreconciled with each other · Italy denies US aircraft landing rights at Sigonella base in Sicily; Spain closes full airspace to US Iran-war flights; France blocks supplies to Israel

Strategic Intelligence Brief — Edition 21 — March 30, 2026

Trump threatens to “obliterate” Iran’s water desalination plants if no deal reached “shortly” · Spain closes airspace to all US military aircraft involved in Iran war — NATO alliance fracture widens · Iran Foreign Ministry confirms parliament reviewing NPT withdrawal legislation · IRGC targets Israeli-linked container ship “Express Rome” in Persian Gulf