Offers of Iranian crude to China have fallen for September and October delivery while prices rise. Why China is effectively the only buyer, what an “offer” measures that export data doesn’t, and why a higher price here signals weakness.
Iranian state media reports the supreme leader met the president in July and has released a rare video. Why an appearance is itself news, what a released video can and cannot establish, and the theological dispute running underneath.
Trump has announced what he calls the most crushing economic operation ever against a country, aimed at Iran. What the instruments of economic warfare actually are, which one does the work, and what the evidence says about whether they change behaviour.
Iran has rejected UAE allegations that it fired missiles towards the Emirates, calling the accusations contrary to good neighbourliness. What is disputed, why the wording matters, and where the source for this account comes from.
The US–Iran ceasefire expired on Monday with no extension. Trump called for Iran’s surrender and threatened Oman, the mediator; Tehran signalled a shift to a fully offensive posture. What actually lapsed, and what to watch instead of the rhetoric.
Iran says talks with Oman on Hormuz shipping continue, but reopening depends on Washington honouring the June memorandum. Beneath the sovereignty language sits a question about tolls that affects every strait in the world.
Trump says the US has total control of the Strait of Hormuz. Iran’s Revolutionary Guard says no vessel passes without its permission. Fourteen ships crossed on Tuesday, against about 120 a day before the war.
Iran is reported to be nearing a deal with Oman over the Strait of Hormuz. Why Oman is one of the two owners of that water, and what “control” could and couldn’t legally mean.
US Central Command says it has redirected 55 Iran-linked vessels since July. What a blockade actually involves, what “redirected” means, and what the published figure doesn’t tell you.
Who chooses Iran’s Supreme Leader, and why the doctrine behind the office is disputed within Shia Islam itself. The religious question behind a political succession.