BREAKING: Trump says a deal with Iran is scheduled to be signed tomorrow. “Immediately after it is signed, the Hormuz Strait is OPEN TO ALL.” The president says the agreement will permanently prevent Iran from obtaining a nuclear weapon and described it as the exact opposite of the Obama-era nuclear deal. Trump also said no money will exchange hands under the agreement and warned that if the process falls apart, the U.S. has “the ultimate alternative.”

FREE TO READ: The top-10 reasons why oil prices are below $100 a barrel. 1) China, China and China 2) Demand destruction 3) Lots of oil bypassing/leaving the Strait of Hormuz 4) The original oversupply 5) Huge SPR release / commercial stocks draw 6) Refinery flexibility 7) Trump's jawboning 8) Options market development 9) The fog of war is thinner 10) Soaring Americas oil output bloomberg.com/opinion/articl…

The growing rapprochement between the UAE and Iran undermines a key assumption that has shaped much of the Israeli debate over the past year, namely, that Gulf states would move closer to Israel, expand the Abraham Accords, or even support a more confrontational regional posture toward Tehran in the wake of the war. In reality, many Gulf states are deeply frustrated with Israel. From their perspective, they were drawn into a regional crisis that imposed significant economic and security costs on them. Since the strikes on Qatar, many in the Gulf increasingly view Israel not as a source of stability, but as a potential driver of regional escalation. As a result, there is little prospect of major new normalization steps with Israel absent dramatic progress on the Palestinian issue. Gulf leaders understand that the Iranian regime is not going anywhere, and they see no strategic benefit in trying to isolate Tehran or push it into a corner. This does not mean that Gulf states have become naïve about Iran. They remain deeply aware of the challenges and threats posed by Tehran. However, their preferred strategy is de-escalation and coexistence rather than confrontation. From their perspective, maintaining channels of communication with Iran is a necessity, not a choice. #IranWar‌

Incredible. Publishing what appears to be (if you care to read the "evidence") a totally legitimate US program, and even citing the risks of these being used as "Russian information campaigns", Tulsi Gabbard - the gift that kept giving - presents the Kremlin with yet one more information operation. Read our investigation from 2025 where we presented evidence that the hybrid ops unit of GRU's 29155 came up with the whole "bio-labs" concept - and co-opted Tulsi into it. theins.press/en/inv/281731

USAF A-10 Warthog returning to the UK from the Middle East, sporting multiple kill marks, including what appears to be a pair of Iranian IRGC-N fast attack boats. 📸Jess Pietschmann

President Donald J. Trump has announced on Truth Social that, at his direction, U.S. Southern Command (SOUTHCOM) has carried out a lethal kinetic strike on Niño Guerrero, the alleged leader of Tren de Argua, in coordination with the Venezuelan authorities.

The Apache was scanning the night sky for Iranian threats to commercial ships below shortly after 1 a.m. local time on Tuesday when the drone detonated directly in front of it, U.S. officials said. The drone’s infrared-guidance device landed in one of the pilot’s laps, burning through part of his flight suit. What was left of the drone wedged itself inside the aircraft.  New details tonight wsj.com/world/middle-east/ir…

🚨 BREAKING: Governor of the Russian Central Bank Nabiullina is under de-facto house arrest according to former All-Russia State Television Editor-in-chief Dmitry Skorobutov, exiled in Switzerland. In a heated exchange at the end of May / early June, she gave Putin an ultimatum: She will quit and leave the country if Putin starts total mobilization.

Seems about right if you also take into account the dark transfers of various crude oil and refined products from the Arab nations. Yesterday, we tagged ten large sets of STS transfers in the GoO following their dark, US-escorted passages via the SoH. Iranian crude still remains trapped within the greater US blockade perimeter even if loadings take place every now and then at Iran’s five key crude terminals.

Iran fired several drones tonight at commercial vessels attempting to transit Strait of Hormuz. On background for a senior US defense official: “It appears Iran has attempted to strike commercial ships transiting the Strait of Hormuz tonight. U.S. forces shot down two Iranian one-way attack drones. Traffic flow through the Strait continues.”

Our report for @SpecialReport on the abrupt decision to call off another night of airstrikes and the surprise announcement from the White House that the US and Iran have a deal, which Iranian leaders deny. foxnews.com/video/6398192333…

BREAKING: Iran’s Foreign Ministry says no agreement with the United States has been finalized, rejecting President Trump’s claim that all Iranian leaders have approved a deal. Foreign Ministry spokesman Esmail Baghaei described reports of an agreement as speculation and said Tehran has not reached a final decision. Iranian officials also rejected claims that the Strait of Hormuz would reopen upon a deal, insisting that no agreement has been reached and that Iran’s position remains unchanged.

Al Arabiya reports the proposed U.S.-Iran (MOU) deal includes: • A 60 day ceasefire • Reopening of the Strait of Hormuz within 30 days • Phased sanctions relief tied to resumed Iranian oil exports • Continued nuclear negotiations during the ceasefire • A halt to hostilities across all fronts

Flying under the radar due to other news, but two of the UK's highest-ranking defence officials, the Armed Forces Minister and Defence Secretary, quit today over the chronic underfunding of the British military.

Trump calls on GOP to pass a third reconciliation bill with $350 billion in defense spending — but his own party fires back with deep skepticism. Sen. John Kennedy calls it a 'very, very long shot' before midterms, while Sen. Collins says reconciliation 'is not the best approach.' The push comes just hours after Trump signed the second reconciliation bill into law, and with Republicans increasingly at odds with the White House over legislative strategy.

Big news today. DNI Gabbard directs the National Intelligence Council to rescind two assessments on AHI/Havana Syndrome, saying there were mischaracterizations of sources, omissions of info, and limited intel collection

British Undersecretary of State for Armed Forces resigns saying Britain’s proposed Defense Investment Plan does not meet the threats faced by UK Armed Forces and underfunds the military, putting UK forces in danger.

TRUMP ON IRAN: STRAIT OF HORMUZ WILL OPEN AS SOON AS WE SIGN TRUMP ON IRAN: DEAL SIGNING MAYBE OVER THE WEEKEND TRUMP ON IRAN: SIGNING PROBABLY IN EUROPE TRUMP ON IRAN: U.S. VP VANCE WILL BE THERE

An informed source told FNA Iran has not approved any draft agreement or initial memorandum with the US, contradicting President Donald Trump’s claim that Tehran agreed to a finalized text

CNN Report: Israel was reportedly unaware of any pending agreement with Iran and had not approved one, according to an Israeli source. Trump’s announcement of a deal reportedly caught Netanyahu by surprise during a security meeting on Iran. According to CNN, the claim was based on assurances from Pakistani mediators, though U.S. officials had not yet confirmed any agreement with Tehran.