Solid Intel 🛰

INTEL: Houthis say they will close the Bab el-Mandeb Strait if Trump continues to obstruct peace, according to group leadership. The chokepoint links the Red Sea and Gulf of Aden, carrying ~12% of global seaborne oil and ~8% of LNG. Twitter

INTEL: U.S. preparing to board and seize Iran-linked oil tankers in international waters in the coming days, expanding its naval crackdown. Part of “Operation Economic Fury,” aimed at forcing Iran to reopen the Strait and make nuclear concessions. Twitter

INTEL: IRAN’S SUPREME NATIONAL SECURITY COUNCIL says control over the Strait of Hormuz includes charging for security, safety, and environmental protection services, per state media. Twitter

INTEL: IRAN TO RESPOND WITH FULL FORCE IF WE RETURN TO WAR Twitter

INTEL: CENTCOM SAYS AMERICAN FORCES ARE ENFORCING A MARITIME BLOCKADE AGAINST SHIPS ENTERING OR EXITING IRANIAN PORTS AND COASTAL AREAS Twitter

INTEL: Iran Deputy FM says no date set for next round of U.S. talks. Trump “tweets a lot, talks a lot.” Twitter

INTEL: At least two merchant ships hit by gunfire while crossing the Strait of Hormuz on Saturday, per maritime security sources. Impact unclear. Twitter

INTEL: Four Russian oil facilities reportedly hit simultaneously in the last few hours, including key refining and export infrastructure: Syzran Oil Refinery - regional refinery supplying domestic fuel Novokuibyshevsk Oil Refinery - major supplier for central Russia and military logistics Tuapse Terminal - key Black Sea export hub for oil products Sevastopol Oil Depot - strategic fuel storage site in Crimea Twitter

INTEL: At least 8 tankers appeared to have exited the Persian Gulf after transiting the Strait of Hormuz in recent hours, based on AIS data. Others have turned back after approaching the crossing. 5/8 are sanctioned or Dark Fleet Stateless LPG tanker CRAVE (IMO: 9045807) – Sanctioned by OFAC Angola-flagged(?) LPG tanker GARDIAN (IMO: 9114581) - Sanctioned by OFAC Panama-flagged oil tanker TORIN (IMO: 9281566) - Lloyd’s LPG Shadow Fleet, UANI Stateless LPG tanker RAINE (IMO: 9223540) – Sanctioned by OFAC Vietnam-flagged LPG tanker NV AQUAMARINE (IMO: 9307736) – Lloyd’s LPG Shadow Fleet, UANI Twitter

INTEL: The situation in the Strait of Hormuz is under strict control and remains in its previous state Spokesperson of the Central Headquarters of Hazrat Khatam al-Anbiya (PBUH): - The Islamic Republic of Iran, following previous agreements in negotiations, has agreed in good faith to the managed passage of a limited number of oil tankers and commercial ships through the Strait of Hormuz. Unfortunately, the Americans, with their repeated breaches of promise, which are part of their history, continue piracy and maritime robbery under the so-called blockade. - For this reason, control of the Strait of Hormuz has returned to its previous state, and this strategic strait is under the strict management and control of the armed forces. - It declares that as long as the United States does not end the complete freedom of passage of vessels from Iran to destination and from destination to Iran, the situation in the Strait of Hormuz will remain under strict control and in its previous state.

INTEL: IRAN SAYS CONTROL OF STRAIT OF HORMUZ RETURNED TO PREVIOUS STATE AFTER U.S. CONTINUED THE BLOCKADE Twitter

INTEL: Another reported radio exchange between cargo ship “Bhagya Laxmi” and the Iranian Navy: “There is no permission for you to cross the Strait.” Twitter

INTEL: Iranian lawmaker says Araghchi would’ve been impeached over his Hormuz tweet if not for wartime, says his comments ease global oil markets. Twitter

INTEL: Trump shocks Netanyahu with post calling Lebanon strikes “prohibited”, Israel now seeking White House clarification. Twitter

INTEL: IRAN'S FOREIGN MINISTRY SAYS 60% ENRICHED URANIUM WON'T BE TRANSPORTED OUT OF THE NATION IN ANY WAY Twitter

INTEL: ‘America’s statements do not reflect the reality of the negotiations’ – Iran’s Foreign Ministry Twitter

INTEL: Iran FM spokesperson says transferring the enriched uranium abroad is off the table Twitter

INTEL: Senior Iranian official to Reuters: - Keeping the Strait of Hormuz open is conditional on adherence to iran-U.S. ceasefire terms - Significant differences between Iran-U.S. remain, including on nuclear issues, serious talks required - A preliminary deal could be reached in the coming days, with the possibility of extending the ceasefire - Such a preliminary deal could create space for talks on lifting sanctions, securing compensation for war damages - Iran is ready to assure the world about the peaceful nature of its nuclear work if its demands are met Twitter

INTEL: IRGC reportedly issued a VHF broadcast saying the Strait of Hormuz remains closed, contradicting Iran’s FM and the U.S. President. Ships must obtain IRGC permission to pass, and those linked to Iran’s enemies may be targeted. Unverified audio, reportedly from a vessel in the region. Twitter

INTEL: IF U.S. NAVAL BLOCKADE CONTINUES TEHRAN WILL VIEW IT AS A CEASEFIRE VIOLATION AND CLOSE THE STRAIT OF HORMUZ, IRANIAN OFFICIAL SAYS Twitter