VegaReady · Daily Intelligence
What changed,
and what it's moving.
The situation now
9 critical 15 alert 7 watch 2 nominal 33 tracked
Hormuz closure: REALIZED (ongoing)Oil-infra strike: PARTIALLY REALIZEDCable severance: REPAIR-RISK REALIZEDCeasefire: IN EFFECT (not economic)
What changed — top developmentsWar Room →
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EnergyDay 109
Complete Gulf Avoidance Protocol Reinstated by Major Shippers Following USV Attack
In direct response to the day 108 USV strike on a Liberian tanker and ongoing Israeli naval blockade enforcement, major maritime insurers have advised…
2 sources · medium confidence
DiplomaticDay 108
US and Iran Sign 60-Day Ceasefire MoU; Israel Defiantly Rejects Framework
The White House confirmed the electronic signing of a 60-day ceasefire Memorandum of Understanding between US President Trump, Vice President Vance, a…
2 sources · high confidence
MilitaryDay 108
Liberian-Flagged Tanker Struck by USV Amid Israeli Naval Blockade Enforcement
A Liberian-flagged commercial tanker attempting to navigate the region was struck by a suspected Iranian or proxy Unmanned Surface Vehicle (USV), deal…
2 sources · high confidence
MilitaryDay 108
Pentagon Deploys Arleigh Burke Destroyers and F-15E Squadrons to East Med and CENTCOM
The Department of Defense announced the deployment of two additional Arleigh Burke-class destroyers to the Eastern Mediterranean and two F-15E Strike…
3 sources · high confidence
EnergyDay 104
Hormuz Escorts Suspended Amid IRGC "Tollbooth" Enforcement
Coalition forces temporarily suspended Strait of Hormuz escort operations on Day 103, leading to severe convoy formation delays and a massive bunker f…
3 sources · high confidence
MilitaryDay 104
DoD Expedites Interceptors for Israel's "Operation Roaring Lion"
The Pentagon reaffirmed full operational support for Israel's "Operation Roaring Lion" on Day 104, expediting the delivery of THAAD and Patriot air-de…
3 sources · high confidence
Markets reactingMarkets →
Missile strike near Ras Tanura approach
BrentJun 26
+3.45
20 million barrels exit Strait of Hormuz post-blockade
Crude OilJun 26
-64.5
Strait of Hormuz partial closure rumor
Crude OilJun 25
+2.40
Fujairah pipeline pressure drop
Murban CrudeJun 25
+4.50
Release of Frozen Assets
Financial AssetsJun 25
+$12B
US Treasury 60-day General License
Oil/PetrochemicalsJun 25
Temporary Relief
Signals at alertSignal board →
critical China REE-magnet export YoY -74 % critical US avg effective tariff rate 17.8 % critical Bloc-to-bloc FDI gap -30 % critical VLCC freight rate (Gulf) 423000 $/day critical GCC stored-water reserve 2 days critical GCC+Israel Patriot stock drawdown 86 % depleted critical Iran 60%-enriched uranium stockpile 440.9 kg critical Flight-to-quality flows (cash + short UST) 70.7 $bn/wk
Active catalystsAll catalysts →
Upcoming — what could move next
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