THE IAEA IS COMPLETELY BLIND TO IRANS NUCLEAR PROGRAMME

Rafael Grossi told the International Atomic Energy Agency (IAEA) Board of Governors that the agency has had no visibility into Iran's nuclear programme since at least June 2025 1JPO IAEA has been completely blind to Iran’s nuclear program for over a year, Rafael Grossi says. No access to declared sites, no verified inventory of the uranium enriched to 60 percent, no way to confirm whether any of it has been moved or diverted. "Completely blind" were his words. Fourteen months of war, bombing and blockade have passed with nobody checking, so the proliferation risk here is not theoretical, it is simply unverifiable.

Supreme National Security Council secretary Mohsen Rezaei says Iran will declare a new restricted zone in the coming days, starting at the US blockade line and running into the Persian Gulf toward key ports, with any ship that enters it added to an Iranian sanctions list 3RTN Iran to declare new ‘restricted zone’ outside Strait of Hormuz, official5YNT Iran plans new Hormuz corridor as shipping plunges and Gulf allies question US protection. Iran and Oman have also agreed maps for a new corridor through their waters that Iran intends to manage 5YNT Iran plans new Hormuz corridor as shipping plunges and Gulf allies question US protection. That is a parallel, Iranian-run shipping lane around the US-patrolled route. Traffic through Hormuz is averaging about ten commodity ships a day, down from over 100 before the war 5YNT Iran plans new Hormuz corridor as shipping plunges and Gulf allies question US protection.

Chris Wright would not call the strait safe for ships that are not working with the US Navy, and put current flows at around nine million barrels a day against roughly 13 million pre-war 12GDN Energy secretary says US might not reach nuclear agreement with Iran. That four million barrel gap is what keeps Brent near $97. More telling was his line that "there may not be a nuclear agreement," with the alternatives framed as destroying Iran's nuclear capability militarily or waiting for a different Iranian government 12GDN Energy secretary says US might not reach nuclear agreement with Iran. A cabinet secretary saying that on three networks at once is not a slip. It is a policy position.

A US Navy glide bomb aimed at a communications tower missed by about 135 metres and hit a house hosting a wedding, killing five civilians, according to the Washington Post citing a person familiar with the operation 9RTN Stray US glide bomb likely hit wedding in Iran, WaPo. AP, the New York Times and Reuters had already pointed at a US munition. Washington has not accepted responsibility, and Iran's Supreme National Security Council says it "reserves the right to respond" 10MHR Hormuz Strait fully closed; non-compliant ships to be banned. With children among the dead and multiple Western outlets now on the record, this one is not going to quietly fade.

Tehran warned South Korea of "serious consequences" if it joins US-led escort operations; Seoul is weighing patrol aircraft and a logistics ship but has not decided 6AAM Iran warns South Korea of ‘serious consequences’ over military role in Hormuz. Meanwhile three tankers turned back after an IRGC Navy warning, one of them a Qatari liquefied natural gas (LNG) carrier 11MHR Three tankers change course in Hormuz after IRGC warning. Qatar is a US partner that supplies around a fifth of the world's LNG. The squeeze is now landing squarely on Washington's allies, and each new one the US recruits gets its own personalised warning.