Insights

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

Strategic Intelligence Brief — Edition 20 — March 29, 2026

HOUTHIS FIRE FIRST MISSILES AT ISRAEL IN CURRENT WAR — TWO SEPARATE ATTACKS MARCH 28; SPOKESMAN VOWS CONTINUED OPERATIONS · FOUR-NATION ISLAMABAD SUMMIT UNDERWAY — PAKISTAN, TURKEY, SAUDI ARABIA, EGYPT CONVENE TO PREPARE US-IRAN DIRECT TALKS · IRAN FORMALIZED YUAN-DENOMINATED HORMUZ TOLL SYSTEM; IRANIAN PARLIAMENT LEGISLATING FEE COLLECTION; GCC SECRETARY-GENERAL CONFIRMS · THREE JOURNALISTS KILLED IN MARKED VEHICLE IN SOUTHERN LEBANON — ISRAEL ACKNOWLEDGES TARGETING ONE, PROVIDES NO EVIDENCE FOR OTHER TWO

Strategic Intelligence Brief — Edition 19 — March 27, 2026

Israel strikes Arak heavy water reactor & Yazd yellowcake plant — Iran vows “heavy” retaliation · Trump extends energy deadline to Apr 6 — Iran denies talks ongoing · Pakistan resumes Afghan ops post-Eid — HRW: Kabul rehab strike “possible war crime” · Sudan: 28 civilian dead in dual RSF drone strikes — UN warns “Syria-scale” refugee crisis

Strategic Intelligence Brief — Edition 18 — March 26, 2026

Strategic Intelligence Brief — Edition 17 — March 25, 2026

Strategic Intelligence Brief — Edition 16 — March 24, 2026

Strategic Intelligence Brief — Edition 15 — March 23, 2026

Strategic Intelligence Brief — Edition 14 — March 22, 2026

Strategic Intelligence Brief — Edition 13 — March 20, 2026