US Escalates Iran Oil Pressure: Waiver Lapses Amid 2M bpd Blockade
Timeline of tightening squeeze:
- Waiver ends: Trump admin allows Iran crude purchase waiver to expire this weekend.
- Exports halted: Naval blockade...

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Timeline of tightening squeeze:
Ceasefire intact despite Hormuz tensions and naval blockades, with markets at 100% YES through 2026.
Timeline of escalation in US-Iran naval standoff:
Persistent capabilities despite strikes:
Key timeline of diplomatic failure and escalation:
Iran's nuclear program blocks progress on multiple fronts:
Two risks clash post-strikes and ceasefire: hybrid threats vs border chaos.
Top US intelligence officials – including DNI Tulsi Gabbard, CIA Director John Ratcliffe, FBI's Kash Patel, DIA's James Adams, and Cyber Command's...
Transit passage under UNCLOS/custom law ensures unimpeded shipping through the Strait, vital for 100-140 daily vessels pre-war.
Key legal points:
-...
Iran escalates warnings post-US Hormuz blockade after failed Vance talks:
Kuwait proxy attack highlights defense gaps:
Resource strain hits hard: US reallocates nearly all ~2,300 JASSM-ER stealth missiles to Iran ops, leaving just 425 worldwide—enough for ~17 B-1B...
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