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As the situation requires

A focused file on a single question. It weighs the evidence and makes the call. Issued as the situation requires.

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SF-LBN-DIPLO-2026-06 26 JUN 2026

The Nine Mediation Tracks Around Lebanon

Lebanon sits in the densest diplomatic field of the war. Nine concurrent tracks converge on a Lebanese settlement, and not one holds an instrument that binds…

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SF-TUR-POSI-2026-06 26 JUN 2026

The Turkish Positioning Shift

Turkey has hardened its posture toward Israel from rhetorical opposition into a structural contest for the post-war Levant order. The contest is a bid to occupy…

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SF-SYR-SHZB-2026-06 25 JUN 2026

The Syria Options on Lebanon

Between 16 and 25 June 2026, Trump publicly proposed that Syria take over the fight against Hezbollah in Lebanon, al-Sharaa refused in equally public terms, and…

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SF-IRN-IRUS-2026-06 19 JUN 2026

Two Texts, One Signature

HOW THE ISLAMABAD MOU’S ENGLISH AND PERSIAN EDI TIONS DIVERGE, AND WHAT THE GAPS ALREADY DECIDE The Islamabad memorandum is, in operative effect, two agreements wearing…

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SF-USME-2026-06 19 JUN 2026

The Constrained Hold

Point 9 of the US-Iran memorandum freezes US Gulf force posture by treaty obligation for the 60-day window, not by choice. Relief is front-loaded: oil waivers…

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SF-LBN-IRUS-2026-06 18 JUN 2026

A Deal Lebanon Did Not Sign

Lebanon's internal balance, not its front lines, is the decisive arena for the Iran-US framework. The memorandum cuts both ways: it supplies Hezbollah a victory narrative…

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SF-LBN-PAK-2026-06 9 JUN 2026

Haykal in Islamabad

Haykal's Islamabad visit is established fact: a cooperation pledge and no agreement. The trip hedges along a decades-old army-to-army channel without displacing US patronage. The coupling…

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SF-LBN-DOHA-2026-06 5 JUN 2026

Ali Hassan Khalil's Visit to Doha

Berri's choice of envoy — his US-sanctioned aide Khalil — signals rejection of Washington's demand he decouple from Hezbollah. The Doha track opens a parallel Qatar-mediated…

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SF-IRQ-ZAIDI-2026-05 28 MAY 2026

Zaidi's Bind

Ali al-Zaidi's premiership opens inside a four-front constraint stack (militia file, cabinet bottleneck, dollar-access chain, oil-dependent fiscal floor) that interlocks and compresses his decision space to…

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SF-IRN-OIL-2026-05 19 MAY 2026

Iran's Sea Release Option

Iran’s senior leadership is weighing a controlled release of excess crude into the Persian Gulf as a forced-disposal response to a converged constraint stack across production…

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SF-ISR-INT-2026-05 14 MAY 2026

Israel Internal Pressures

The Iran war did not save the Netanyahu coalition. It ran the clock out on it. The three de- ferred problems that defined the pre-war government…

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SF-LBN-AMN-2026-05 8 MAY 2026

The Amnesty File

Lebanon's general amnesty will pass in some form within 30 to 60 days, and the Bitar port-blast file is its principal collateral exposure. Speaker Berri has…

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SF-LBN-NBT-2026-05 8 MAY 2026

The Nabatieh Axis

Israeli shaping operations against Nabatieh moved from latent to active in early May 2026. The offensive is no longer hypothetical. What remains undetermined is its depth…

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SF-SYR-CWP-2026-04 15 APR 2026
SyriaWMD

The Syrian Chemical Weapons Programme

An evidence-anchored assessment of the Syrian chemical weapons programme: declared and undeclared stockpiles, production capacity, command structure, and the strategic implications of post-Assad disposition under emerging…

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SF-LBN-FIRE-2026-03 13 MAR 2026

Hezbollah Firing Range

A buffer to the Litani River suppresses rocket fire against Israel's western border but fails on the eastern flank, where the Galilee panhandle and the Golan…

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SF-LBN-YEL-2026-03 12 MAR 2026
LebanonIsraelGazabordersoccupation

The Yellow Line: From Gaza to South Lebanon

The doctrine of permanent border revision. How Israel's operational Yellow Line system, tested in Gaza since October 2025, is being replicated in southern Lebanon through cross-party…

SF-2026-03 1 MAR 2026

Hamat

Lebanon's Defense Minister declared Hamat Airbase exclusively subject to Lebanese law, with no superseding foreign authority, after reports of foreign military activity there. The statement very…

SF-IRQ-XRD-2026-02 26 FEB 2026

Iraq at the Crossroads

Iraq's vacant premiership is the prize in a three-way contest between Washington, Tehran, and Moscow. Washington has vetoed Nouri al-Maliki's return, Tehran is pressing to install…

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SF-IND-ISR-2026-02 26 FEB 2026

Modi in Israel

Narendra Modi's 26 February visit to Israel confirms India's shift from non-alignment toward defense and intelligence integration with Tel Aviv. Held during the Geneva nuclear round…

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Bearings: Beirut. Weekly. From the team's work.
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