Silent People

Trump alternates between relaxing announcements and threats depending on negotiating attempts. Every failure of contact with Tehran produces a new verbal escalation. Documented and repeated cycle.

The targeting of AWS infrastructure in Bahrain opens up a new front for attacks on US digital infrastructure and commercial clouds. Potential business continuity impacts for companies and governments that use AWS Middle East.

US bases in Kuwait, Bahrain and Iraq under systematic drone and missile attacks. American forces in a constant defensive posture. Documented but not quantified losses.

Oil tanker hit by an unidentified bullet 17 nautical miles north of Doha (Qatar). Damage to the fairing above the waterline. Crew unharmed, no environmental impact.

There is no active direct negotiating channel between Washington and Tehran. The US envoy Witkoff has repeatedly tried to open a dialogue with Iran without success.

CIPS system (yuan): daily transaction volume jumps from 600-750 billion to 940 billion yuan between mid-March and late March. Increase of 25-35% in a few weeks.

Iran Shiraz Impact

Saudi Arabia Imapct

Trump's statements about ending the conflict regardless of an agreement with Tehran follow a pattern already observed: relaxing announcements aimed at containing oil prices on international markets.

Dubai: commercial flights operating on a smaller scale. Airport closures at short notice are in progress. Access to airports is limited to travelers with a confirmed ticket.

The atypical AIS behavior documents a spontaneous operational adaptation of commercial maritime operators to risky conditions in the Strait of Hormuz. This phenomenon has been expanding in the last week.

IRGC announced that, starting Wednesday, it will target companies: “Sisco, HP, Intel, Oracle, Microsoft, Apple, Google, Meta, IBM, DEL, Plantier, Nvidia, GP Morgan, Tesla, GE, Spire Solution, G42, Boeing”

Dubai: queues at gas stations. Situation of ongoing logistical stress on the availability of civil fuel.

The US embassy warns its citizens in Saudi Arabia: seek refuge

Italy: government denies suspension of US bases but introduces legal distinction between automatically authorized routine activities and offensive operations that require explicit authorization. Ambiguous position.

Fujairah (UAE): ADCOP (Abyssinia-Fujairah) oil pipeline pumping station. Infrastructure designed for crude transport to the Gulf of Oman bypassing the Strait of Hormuz.

Three oil tankers (Aliai, Minerva Vaso, Grand Ace6) loaded with US diesel have diverted course to the mid-Atlantic, leaving European destinations. Asian traders offer higher prices than European ones.