- 01. Mojtaba Khamenei issued first written statement Apr 30: Americans belong "at the bottom of the Persian Gulf" — vows to protect nuclear and missile capabilities. Still not publicly seen 7+ weeks into supreme leadership.
- 02. CENTCOM briefed Trump on "short and powerful" strike plan. Dark Eagle hypersonic deployment formally requested — untested system, first combat request. Triggered Brent $126 spike.
- 03. Iran 14-point proposal submitted May 1: 30-day end-war framework, all sanctions lifted, blockade ended, US forces withdrawn — zero nuclear program language. Trump: not satisfied. Structurally non-viable.
- 04. War Powers terminated letter sent to Congress May 1 while blockade continues and military options remain active. No legal precedent. Effectively removes War Powers clock as a constraint.
- 05. IRGC formally declares war resumption "likely" May 2. IRGC intelligence: "room for US decision-making has narrowed." Both military establishments simultaneously in pre-resumption posture.
- 06. Kpler May 9-19 permanent well closure window: 8-18 days from week end. This is the hardest quantitative deadline of the conflict. Physical system forces diplomatic hand regardless of any party's preference.
- I.War resumption is now the base case (est. 52-55%), not a tail risk. The prior week's assumption inversion is confirmed by SIGCOR-060 establishment.
- II. The 14-point price template ($18 Brent drop) establishes the deal scenario's energy market impact. Position both legs against the May 9-19 Kpler deadline.
- III. Toll sanctions warning (May 2) creates an impossible compliance position for global shipping. OFAC enforcement window: June 1–July 15.
- IV. Germany's 4-day reversal from "humiliated" to full US alignment under troop threat confirms Trump's coercive diplomacy is producing desired results among NATO allies.
- V. Three simultaneous alliance-level structural shifts: UAE OPEC exit, Russia strategic guarantor + HEU transfer logistics, Germany aligned. All feed into the Kpler convergence window.
| CYCLE | DATE | WAR DAY | GDI | BRENT | KEY EVENTS | TREND |
|---|---|---|---|---|---|---|
| D114 | Apr 27 | 57 | 8.6 | $105 | Araghchi meets Putin St. Petersburg — Russia named strategic guarantor — Belousov military coordination — Washington Destructive Habits dossier delivered — Tehran-Moscow flights pre-announced | BASELINE |
| D115 | Apr 28 | 58 | 8.9 | $112 | Trump: Iran informed us state of collapse — without context. UAE leaves OPEC/OPEC+ eff. May 1 — Hormuz timing explicit. Tehran-Moscow resumes. Iran steel ban after 70% capacity destroyed. Merz: US humiliated, no strategy. Trump attacks Merz, troops Germany. IDF Qantara massive explosion, 10 killed. Mojtaba not seen 7 wks. Revised proposal expected next few days. | +0.3 ▲ |
| D116 | Apr 29 | 59 | 9.1 | $119 | Trump formally rejects staged deal — "choking like a stuffed pig" — Axios. Brent $116-119, war high. Iran rial record low 1.8M/$1. Ghalibaf: "next stop $140." Hegseth: $25B war cost, $1.5T 2027 budget. IAEA Grossi: HEU at Isfahan, material must leave, Russia transfer discussed. Kpler 12-22 days well closure. Pakistan $800M weekly oil bill. EU second energy crisis. TotalEnergies $5.4B Q1. | +0.2 ▲ |
| D117 | Apr 30 | 60 | 9.3 | $126 | PEAK DAY. Mojtaba first statement: Americans belong "at bottom of Persian Gulf" — nuclear/missile vows. Brent $126 intraday war record. CENTCOM briefed "short and powerful" strikes to Trump (Axios). Dark Eagle hypersonic deployment formally requested — untested, first combat request — Iran repositioned missiles beyond PrSM range. CBS: true war cost ~$50B (double $25B Hegseth). State Dept launches Maritime Freedom Construct — no signatories. 48 ships turned around in 20 days. USS Ford departing. IRGC Mousavi: "long and painful strikes" on warships. Gas $4.39. White phosphorus Lebanon border. | PEAK +0.2 |
| D118 | May 1 | 61 | 8.7 | $108 | War Powers 60-day deadline. Trump letter: "hostilities terminated" while blockade continues. Iran submits 14-point proposal. Brent -$18 to $108.17 — single largest one-day drop of conflict. 14-point: no nuclear, 30-day end-war, US withdraw forces, lift sanctions, end Lebanon ops. Trump: "not satisfied — Iran has no military left." Mojtaba second statement (Labor Day) — still unseen. Fars: "completely well overseeing negotiations." Israel kills 11 Habbouch Lebanon. NCIS: Iran-linked texts to US Marines. UAE OPEC exit effective. Q1 GDP 2.0% — Q2 war impact incoming. | -0.6 ▼ |
| D119 | May 2 | 62 | 9.0 | $108 | IRGC military: "likely" war will resume — "fully prepared for any new adventures or foolishness from the Americans." IRGC intelligence: "room for US decision-making has narrowed." Trump: "not happy — asks for things I can't agree to — 47 years not paid enough price." Bulk carrier attacked near Hormuz by multiple small craft (UKMTO) — first in weeks, during proposal review period. US warns: paying Iran Hormuz tolls risks sanctions — first explicit toll sanctions warning. Germany FM Wadephul calls Iran FM: aligned with US nuclear-Hormuz demand. Trump: more than 5,000 troops Germany. Cooper visits USS Tripoli Arabian Sea. Isfahan university museum planned. Lebanon 2,679 killed. | +0.3 ▲ |
77 live signals shown below represent the structured signal intelligence layer extracted from 22,731 normalized signals across 861 feeds.
Each live signal is a distilled intelligence finding with source attribution, composite disruption score (CDS 0-99), and escalation probability.
Use column headers to sort. Filter by cycle:
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DATE
| DAY / DATE | TYPE | DOMAIN | SIGNAL INTELLIGENCE | CDS | ESC% | WINDOW |
|---|---|---|---|---|---|---|
| D116 WD59 04-29 |
POL | Political/Diplomatic | CRITICAL — Trump Formally Rejects Staged Deal: Choking Like Stuffed Pig — Blockade More Effective Than Bombing — Nuclear Non-Negotiable — Not Negotiating in Goo... | 99 | 91% | Nuclear non-negotiable — Kpler 12-2 |
| D116 WD59 04-29 |
NRG | Financial/Energy | CRITICAL — Brent $116-119 Highest Since War Began — Iran Rial Record Low 1.8 Million Per Dollar — Maximum Energy Price Crisis | 99 | 93% | $119 highest since war — Ghalibaf n |
| D117 WD60 04-30 |
POL | Political/Intelligen | CRITICAL — Mojtaba First Statement: Americans Belong at Bottom of Persian Gulf Waters — Vows to Protect Nuclear and Missile Capabilities — New Chapter | 99 | 88% | Nuclear non-negotiable at supreme l |
| D117 WD60 04-30 |
NRG | Financial/Energy | CRITICAL — Brent $126 Intraday Highest Since 2022 — Gas $4.39 National Average — CENTCOM Briefing Triggered Spike | 99 | 91% | $126 war record — CENTCOM briefing |
| D119 WD62 05-02 |
POL | Military/Political | CRITICAL — IRGC Military: Likely That War Will Resume — Fully Prepared for Any Foolishness from Americans — Room for US Decision Narrowed | 99 | 89% | IRGC pre-resumption signaling — war |
| D118 WD61 05-01 |
DIP | Diplomatic | CRITICAL — Iran Submits 14-Point Proposal Through Pakistan — Brent Falls $108 from $126 — 30-Day End War — No Nuclear Mention — Trump Not Satisfied | 98 | 74% | 30-day resolution timeline — no nuc |
| D114 WD57 04-27 |
DIP | Diplomatic | CRITICAL — Iran Staged Deal: Hormuz Reopens + War Ends First — Nuclear Deferred — Trump Unlikely to Accept — Removes Key US Leverage | 97 | 84% | Next few days especially crucial — |
| D115 WD58 04-28 |
NRG | Financial/Energy | FINANCIAL — Brent Tops $112 Three-Week High — Oil Prices Escalating — No Clear Resolution — Trajectory Toward $116+ | 97 | 89% | Structural — trajectory toward $116 |
| D116 WD59 04-29 |
NRG | Energy/Strategic | ENERGY/STRATEGIC — Kpler: Iran 12-22 Days Before Wells Close Permanently — Physical Deadline May 10-20 — Hardest Constraint of Entire Conflict | 97 | 91% | 12-22 days — May 10-20 — hardest ph |
| D117 WD60 04-30 |
MIL | Military | CRITICAL — CENTCOM Prepares Short and Powerful Strike Plan — Dark Eagle Hypersonic Deployment Requested — Iran Repositioned Beyond PrSM Range | 97 | 87% | Briefing Thursday — Dark Eagle depl |
| D119 WD62 05-02 |
POL | Political | CRITICAL — Trump: Not Happy with 14-Point — Asks Things I Can't Agree To — Not Paid Big Enough Price for 47 Years Since Islamic Revolution | 97 | 83% | 47 years framing — generational acc |
| D114 WD57 04-27 |
NRG | Financial/Energy | FINANCIAL — Brent $108.36 Up 3% Three-Week High — US Gas $4.10 Up 27% Since War — Peace Hopes Dimmed — Stalemate Pricing | 96 | 88% | Structural — staged deal rejection |
| D118 WD61 05-01 |
POL | Political/Legal | CRITICAL — Trump War Powers Letter: Hostilities Have Terminated — But Threat Remains Significant — DoD Will Update Force Posture — Blockade Continues | 96 | 81% | War Powers legal challenge — blocka |
| D114 WD57 04-27 |
DIP | Intelligence/Diploma | INTEL — CNN Sources: Sides Not As Far Apart — Staged Process Active — Next Few Days Crucial — US May Disengage Return to War | 95 | 86% | Next few days especially crucial — |
| D114 WD57 04-27 |
POL | Political/Diplomatic | DIPLOMATIC — Rubio Rejects Staged Deal: Nuclear Is Core Issue Reason We Are Here — But Also Better Than Expected — Iran Opening = Pay Us or We Blow You Up | 94 | 83% | Nuclear core issue — staged deal re |
| D116 WD59 04-29 |
INT | Nuclear/Intelligence | NUCLEAR — IAEA Grossi: Iran HEU Likely at Isfahan — Material Must Leave Iran — IAEA Discussed With Russia HEU Transfer Out of Country | 94 | 87% | HEU transfer logistics — political |
| D119 WD62 05-02 |
MIL | Maritime/Military | CRITICAL — Bulk Carrier Near Hormuz Attacked by Multiple Small Craft per UKMTO — First Maritime Attack in Several Weeks — During Proposal Review Period | 94 | 84% | First maritime attack weeks — IRGC |
| D114 WD57 04-27 |
POL | Political | POLITICAL — Trump NSC Meeting Reviews Iran Staged Deal — Two Sources: Not Likely to Accept — Leavitt: Red Lines Very Clear | 93 | 82% | Next few days — US rejection likely |
| D116 WD59 04-29 |
DIP | Diplomatic | DIPLOMATIC — Trump: Phone Talks Ongoing — Iran Moved Closer — But Whether Far Enough Is Question — Never Deal Without No Nuclear Weapons | 93 | 82% | Phone talks active — nuclear thresh |
| D118 WD61 05-01 |
POL | Political | CRITICAL — Trump: Iran Wants to Make Deal But I Am Not Satisfied — Iran Has No Military Left — Reviewing Proposal — Blast Hell Out of Them or Make a Deal | 93 | 78% | Trump reviewing — doubts deal — no |
| D115 WD58 04-28 |
POL | Political | POLITICAL — Trump Truth Social: Iran Informed Us They Are In State of Collapse — Looking for Way Out — No Context | 92 | 81% | Revised proposal expected next few |
| D118 WD61 05-01 |
DIP | Diplomatic | CRITICAL — Iran 14-Point: End War 30 Days, US Lift Sanctions, End Blockade, Withdraw Forces, End Lebanon Ops — Zero Nuclear Mention — White House Non-Starter | 92 | 72% | No nuclear in plan — White House no |
| D114 WD57 04-27 |
POL | Diplomatic/Geopoliti | DIPLOMATIC — Araghchi Meets Putin 1.5 Hours St Petersburg — Putin: Fighting Courageously Heroically — Russia Will Do Everything — Washington Destructive Habits | 91 | 79% | Russia-Iran strategic alignment — n |
| D115 WD58 04-28 |
POL | Energy/Geopolitical | ENERGY — UAE Withdraws from OPEC and OPEC+ Effective May 1 — Timing Tied to Hormuz Closure — Flexibility to Boost Production | 91 | 78% | May 1 UAE withdrawal — OPEC archite |
| D116 WD59 04-29 |
POL | Political/Iran | POLITICAL — Ghalibaf: Brent Toward $120 — Next Stop: 140 — Junk Advice Bessent — Siege Tactics Media Manipulation — Iran Maintain Unity | 91 | 84% | Ghalibaf $140 prediction — Iran wea |
| D117 WD60 04-30 |
MIL | Military | CRITICAL — IRGC Mousavi: Long and Painful Strikes on US Warships if US Resumes Attacks — Ghalibaf: Trump Forcing Surrender Through Economic Pressure | 91 | 83% | Warship threat — direct escalation |
| D114 WD57 04-27 |
DIP | Diplomatic/Intellige | INTELLIGENCE — Araghchi Passes Red Lines to Pakistan — Nuclear Issues and Hormuz — Iran Reassessing Diplomatic Process — Appropriate Decision Coming | 89 | 81% | Iran reassessing — appropriate deci |
| D119 WD62 05-02 |
FIN | Financial/Maritime | HIGH — US Warns Shipping Companies: Paying Tolls or Fees to Iran to Transit Hormuz Risks Sanctions — First Explicit Toll Payment Sanctions Warning | 89 | 79% | Toll sanctions warning — impossible |
| D116 WD59 04-29 |
ECO | Economic/Internation | ECONOMIC — Pakistan Oil Bill $800M/Week from $300M — 167% Surge — EU Von der Leyen: Second Energy Crisis — Consequences Echo Months or Years | 88 | 81% | Global economic stress — Pakistan $ |
| D116 WD59 04-29 |
DIP | Nuclear/Diplomatic | NUCLEAR — IAEA Grossi Discussing HEU Transfer Out of Iran With Russia — Complex Operation — Political Agreement or US Military Op Required | 88 | 82% | HEU transfer logistics — political |
| D117 WD60 04-30 |
POL | Financial/Political | HIGH — True War Cost $50B per CBS — Double Hegseth $25B Testimony — Munitions Replacement Gap — Hegseth Senate Day 2 War Powers Clock Pauses | 88 | 79% | $50B vs $25B — munitions gap — $200 |
| D118 WD61 05-01 |
POL | Political | CRITICAL — Trump: War Powers Deadline Totally Unconstitutional — Two Options: Blast Hell Out of Them Forever or Make a Deal — Confirmed Received CENTCOM Briefin... | 88 | 80% | Two options: blast hell out of them |
| D119 WD62 05-02 |
DIP | Diplomatic | HIGH — Iran 14-Point Confirmed Rebuttal to US 9-Point Plan — No Nuclear Mention — Iran FM Reviewing Latest US Reply — Ambassador: Change Washington Behavior | 88 | 75% | 14-point rebuttal to US 9-point — n |
| D114 WD57 04-27 |
POL | Political/Iran | POLITICAL — Araghchi: Iran Stable Solid Powerful — World Realizes Iran True Power — Trump Requested Negotiations Because US Achieved Nothing | 87 | 77% | Iran counter-narrative to Trump's a |
| D114 WD57 04-27 |
INT | Intelligence | INTELLIGENCE — Rubio: Indications Khamenei Alive — Unclear How Much Credibility — IRGC Authority Limitation Potentially Permanent | 86 | 79% | Khamenei credibility gap = IRGC aut |
| D115 WD58 04-28 |
POL | Intelligence/Politic | INTELLIGENCE — Mojtaba Khamenei Not Seen Publicly Since Appointment — Wounded — Iran Official: Leadership Manageable Issue — Multiple Authority Layers | 86 | 78% | Mojtaba incapacitated = IRGC author |
| D116 WD59 04-29 |
POL | Military/Political | MILITARY/POLITICAL — Hegseth First House Armed Services Hearing Since War — $25 Billion War Cost — $1.5 Trillion 2027 Budget — Quagmire Accusation — Nuclear Bom... | 86 | 79% | $25B cost revealed — quagmire accus |
| D117 WD60 04-30 |
POL | Political | HIGH — Trump: Their Economy is Crashing — The Blockade is Incredible — I Don't Know That We Need Bombing — We Might Need It | 86 | 78% | Blockade continuing — Iran economy |
| D115 WD58 04-28 |
POL | Political/Diplomatic | POLITICAL — Merz: US Humiliated No Strategy — Trump Attacks Merz Troops Germany Review — US-Germany Diplomatic Crisis | 84 | 74% | US-Germany diplomatic crisis — NATO |
| D116 WD59 04-29 |
POL | Political/Economic | POLITICAL/ECONOMIC — WH Meeting: Ways to Maintain Blockade While Minimizing American Consumer Impact — Midterms Exposure Calibration | 84 | 76% | WH calibrating consumer impact — mi |
| D117 WD60 04-30 |
POL | Political | HIGH — Pezeshkian: US Naval Blockade is Intolerable — Extension of Military Operations Against Iran — Continuation Unacceptable | 84 | 76% | Iran hardening posture — blockade f |
| D118 WD61 05-01 |
POL | Intelligence/Politic | HIGH — Mojtaba Second Written Statement Labor Day — Still Not Seen Publicly 7+ Weeks — Fars: Completely Well Overseeing Negotiations — First Direct Well Claim | 84 | 73% | Second statement in two days — stil |
| D119 WD62 05-02 |
MIL | Military/Lebanon | HIGH — Lebanon 2,679 Killed Since March 2 — IDF Strikes Continue — Litani North Evacuation Warnings — Hezbollah Biyyada Artillery Confirmed Hits | 84 | 74% | 2679 killed — Litani north warnings |
| D114 WD57 04-27 |
NRG | Aviation/Energy | AVIATION — Spirit Frontier Avelo Ask Trump $2.5 Billion Jet Fuel — Airlines Canceling Worldwide — Survival-Level Crisis | 83 | 75% | Aviation industry survival-level cr |
| D115 WD58 04-28 |
DIP | Diplomatic | DIPLOMATIC — Pakistan Mediators Expect Revised Iran Proposal Next Few Days — After Trump Rejected Staged Deal — Bridging Gaps | 83 | 73% | Next few days — revised proposal — |
| D117 WD60 04-30 |
MAR | Maritime | HIGH — 48 Iranian Ships Turned Around in 20 Days — 3 Redirected Last 20 Hours — USS Gerald R. Ford Departing Middle East Within Days | 83 | 74% | 48 ships 20 days — Ford departing — |
| D119 WD62 05-02 |
DIP | Diplomatic | HIGH — Trump Plans More Than 5000 Troops Germany — Germany FM Wadephul Calls Iranian FM: Iran Must Renounce Nuclear and Open Hormuz — US-Germany Realignment | 83 | 72% | Germany aligning with US nuclear-Ho |
| D115 WD58 04-28 |
MIL | Industrial/Military | INDUSTRIAL — Iran Bans Steel Export Effective April 26 — After 70% Production Capacity Destroyed — Preserving Strategic Military Materials | 82 | 74% | Iran preserving military production |
| D116 WD59 04-29 |
POL | Political/European | POLITICAL/EUROPEAN — Merz: Germany Suffering Considerably from Hormuz — Troops Germany Review — TotalEnergies $5.4B Q1 Windfall — France Windfall Tax Call | 82 | 75% | US-Germany rift ongoing — NATO impl |
| D117 WD60 04-30 |
DIP | Diplomatic | HIGH — State Dept Launches Maritime Freedom Construct — Coalition Safe Corridors for Hormuz — Not Supplanting French-British Initiative | 82 | 72% | MFC launched — no named signatories |
| D118 WD61 05-01 |
MIL | Military/Lebanon | HIGH — Israel Kills 11 in South Lebanon Including 10 in Habbouch — Hezbollah Drone Strike Bayyada Confirmed Hit — IDF Warns Towns North of Litani | 82 | 73% | 10 killed Habbouch — Hezbollah dron |
| D116 WD59 04-29 |
POL | Political/Social | POLITICAL/SOCIAL — Iran Internet Blackout 61 Days — Rial Record Low 1.8M — Ghalibaf Unity Call — Trump Divides Hardliners Moderates Narrative | 81 | 74% | Iran domestic collapse pressure — r |
| D119 WD62 05-02 |
MIL | Military | HIGH — CENTCOM Admiral Cooper Visits USS Tripoli Arabian Sea — Blockade Enforcement Vessel — Command Presence Signal During IRGC War Likely Statement | 81 | 71% | Cooper visits blockade enforcement |
| D114 WD57 04-27 |
MIL | Military/Lebanon | MILITARY — IDF Soldier Killed South Lebanon — Zamir: Multi-Front Combat 2026 — Long-Term Occupation Signal | 79 | 73% | Long-term occupation signal — Leban |
| D115 WD58 04-28 |
MIL | Military/Lebanon | MILITARY — IDF Destroys Hezbollah Tunnels Qantara Massive Explosion — 10 Killed South Lebanon — All Infrastructure Destroyed Like Gaza | 79 | 73% | IDF systematic infrastructure elimi |
| D116 WD59 04-29 |
POL | Military/Political | MILITARY/POLITICAL — Hegseth Reveals $25 Billion War Cost — Rep. Smith Asked For Long Time — Elementary School Strike Under Investigation | 79 | 72% | Congressional oversight — $25B cost |
| D118 WD61 05-01 |
ECO | Economic | HIGH — UAE OPEC Exit Effective May 1 — US Q1 GDP 2.0% Growth — Iran War Clouds Q2 Outlook — Q2 First Full War Impact Quarter | 79 | 64% | UAE exit effective — Q1 GDP baselin |
| D114 WD57 04-27 |
MIL | Military/Diplomatic | MILITARY — Russian Defense Minister Belousov Meets Iran Deputy Defense Minister — Russia Backs Iran Sovereignty — Diplomatic Resolution Only — Ready to Do Every... | 78 | 73% | Russia-Iran military coordination e |
| D117 WD60 04-30 |
MIL | Military/Lebanon | HIGH — Israel Fires White Phosphorus South Lebanon Border — Hezbollah Shomera Drone Hit on Israeli Position — Near Daily Ceasefire Violations | 78 | 71% | White phosphorus — Shomera drone hi |
| D115 WD58 04-28 |
ECO | Economic/Social | ECONOMIC/SOCIAL — Iran Civilian Shortages: Food and Medicine Prices Surging — Shortages Reported — 50% Inflation Before War — Strain Increasing | 77 | 70% | Iran domestic collapse pressure bui |
| D118 WD61 05-01 |
MIL | Cyber/Military | HIGH — NCIS: Iran-Affiliated Hacking Group Sent Threatening Texts to US Marine Corps Personnel Civilian Employees and Families — New Pressure Vector | 77 | 68% | Iran-affiliated cyber escalation ag |
| D114 WD57 04-27 |
DIP | Diplomatic/Multilate | MULTILATERAL — NPT Review Conference: Iran Elected VP — US Deeply Shocked — Russia Objected — Four-Week US-Iran-Russia Battleground Opens | 74 | 64% | Four-week NPT conference — ongoing |
| D115 WD58 04-28 |
DIP | Diplomatic/Lebanon | DIPLOMATIC — Israel FM Sa'ar: Not Seeking Permanent Territory Lebanon — But IDF Pushing Deeper — 2,534 Killed Lebanon | 74 | 68% | Israel-Lebanon occupation deepening |
| D116 WD59 04-29 |
POL | Political/Intelligen | POLITICAL — Tehran Rally Shows Mojtaba Khamenei Pictures — But Mojtaba Still Not Publicly Seen or Heard — Structural Authority Gap Ongoing | 74 | 68% | Mojtaba not seen — IRGC authority l |
| D114 WD57 04-27 |
POL | Diplomatic/Political | DIPLOMATIC/POLITICAL — Macron Hormuz Coalition — Barrot UN SC Major Concessions — WHCD Shooter Arraigned — Hegseth Caine 2027 Defense Massive Increase | 72 | 64% | Macron Iran call — Barrot UN SC — W |
| D115 WD58 04-28 |
MIL | Military/Lebanon | MILITARY — Hezbollah Launched Drones Adjacent IDF Soldiers — No Injuries — Both Sides Exchanging Fire — Lebanon Ceasefire Under Strain | 72 | 67% | Lebanon exchange of fire continues |
| D115 WD58 04-28 |
POL | Economic/Geopolitica | ECONOMIC — Tehran-Moscow Flights Resume — Mahan Air First Flight Tuesday — Russia-Iran Economic Normalization Executing | 71 | 62% | Russia-Iran economic normalization |
| D119 WD62 05-02 |
SIG | Information Operatio | MODERATE — Iran Plans Isfahan University Bomb Site as Museum of US-Israeli Strikes — Propaganda Adjacent to IAEA-Confirmed HEU Location — Domestic Rally Narrati... | 71 | 57% | Museum confirms strike — propaganda |
| D115 WD58 04-28 |
MIL | Military/Maritime | MARITIME — US Military Boards Cargo Ship Suspected of Heading to Iran — Then Releases It — Blockade Edge Case Enforcement Ambiguity | 68 | 63% | Blockade enforcement edge cases — l |
| D115 WD58 04-28 |
POL | Information Operatio | INFO OPS — Giant Billboard Revolution Square Tehran: THE STRAIT OF HORMUZ REMAINS CLOSED — Iran Defiance Messaging — No Backing Down | 66 | 59% | Iran domestic defiance messaging — |
| D117 WD60 04-30 |
POL | Geopolitical | MODERATE — FIFA Infantino: Iran Will Compete in 2026 World Cup and Play in US Despite Ongoing Geopolitical Tensions | 52 | 38% | FIFA affirms Iran participation — d |
| D117 WD60 04-30 |
UAP | UAP/Anomaly | UAP — 22 Days Remaining — Dark Eagle Untested Combat Deployment New Signature — Brent $126 New War High | 51 | 27% | 22 days remaining — Dark Eagle new |
| D119 WD62 05-02 |
UAP | UAP/Anomaly | UAP — 20 Days Remaining — IRGC War Likely New Posture Signal — Bulk Carrier Attack Near Hormuz New Signature | 49 | 28% | 20 days remaining — IRGC war likely |
| D116 WD59 04-29 |
UAP | UAP/Anomaly | UAP — 23 Days Remaining — IAEA Isfahan HEU Location New Nuclear Signature — Brent $119 New War High — Mine Detection Ongoing | 48 | 26% | 23-day window — IAEA Isfahan HEU si |
| D114 WD57 04-27 |
UAP | UAP/Anomaly | UAP — 25 Days Remaining — Russia-Iran Defense Meeting New Signatures — Iran Stable Solid Powerful — Mine Detection Ongoing | 46 | 25% | 25-day window — Russia-Iran coordin |
| D118 WD61 05-01 |
UAP | UAP/Anomaly | UAP — 21 Days Remaining — Dark Eagle Still Pending White House Authorization — Brent $108 Temporary Relief Signal | 46 | 25% | 21 days remaining — Dark Eagle pend |
| D115 WD58 04-28 |
UAP | UAP/Anomaly | UAP — 24 Days Remaining — UAE OPEC Exit New Market Signatures — Tehran-Moscow Flights Resume — Mine Detection Ongoing | 44 | 24% | 24-day window — UAE OPEC exit new s |
The 22,731 total signals are normalized into the following thematic categories across all 6 daily cycles. This is the full signal intelligence distribution — the complete W-007 signal pool.
| CYCLE | DATE | WD | GDI | COUNT | % | SIGNAL CATEGORY / THEME | TREND |
|---|---|---|---|---|---|---|---|
| D114 | 04-27 | WD57 | 8.6 | 742 | 20.0% | Iran Staged Deal / Hormuz First Nuclear Later / Two Regional Officials Confirmed | CRITICAL — NEW DIPLOMATIC ARCHITECTURE — TRUMP UNLIKELY TO ACCEPT — RUBIO REJECT |
| D114 | 04-27 | WD57 | 8.6 | 618 | 16.6% | Rubio Rejects / Nuclear Core Issue / Better Than Expected / Leavitt Don't Get Ahead | HIGH — NUCLEAR IS REASON WE ARE HERE — IRAN OPENING = PAY US OR WE BLOW YOU UP |
| D114 | 04-27 | WD57 | 8.6 | 521 | 14.0% | Araghchi Putin 1.5 Hours / Washington Destructive Habits / Iran Stable Solid Powerful | HIGH — PUTIN FIGHTING COURAGEOUSLY HEROICALLY — RUSSIA WILL DO EVERYTHING — DEST |
| D114 | 04-27 | WD57 | 8.6 | 446 | 12.0% | Brent $108.36 Up 3% Three-Week High / US Gas $4.10 Up 27% | CRITICAL — $108 THREE-WEEK HIGH — GAS $4.10 UP 27% — PEACE HOPES DIMMED |
| D114 | 04-27 | WD57 | 8.6 | 387 | 10.4% | CNN Staged Process / Sides Not Far Apart / Next Few Days Crucial / US May Disengage Return War | CRITICAL — NEXT FEW DAYS ESPECIALLY CRUCIAL — US MAY RETURN TO WAR |
| D114 | 04-27 | WD57 | 8.6 | 312 | 8.4% | Araghchi Red Lines List to Pakistan / Nuclear and Hormuz / Iran Reassessing | HIGH — RED LINES: NUCLEAR ISSUES AND HORMUZ — IRAN REASSESSING — APPROPRIATE DEC |
| D114 | 04-27 | WD57 | 8.6 | 241 | 6.5% | NPT Review Conference / Iran Elected VP / US Deeply Shocked / Khamenei Credibility Unclear | HIGH — NPT CLASH — IRAN VP — US SHOCKED — KHAMENEI CREDIBILITY UNCLEAR |
| D114 | 04-27 | WD57 | 8.6 | 187 | 5.0% | Spirit Frontier Avelo $2.5B / IDF Soldier Killed Lebanon / Hegseth Caine Capitol Hill Budget | MODERATE — $2.5B JET FUEL SURVIVAL REQUEST — IDF SOLDIER KILLED — 2027 DEFENSE M |
| D114 | 04-27 | WD57 | 8.6 | 246 | 6.6% | Macron Hormuz Coalition / French FM UN SC Major Concessions / WHCD Shooter Arraigned | MODERATE — MACRON COALITION — BARROT MAJOR CONCESSIONS — ALLEN ARRAIGNED ATTEMPT |
| D114 | 04-27 | WD57 | 8.6 | 12 | 0.3% | UAP / AARO 25 Days / Russia-Iran Defense Meeting / Iran Stable Solid Powerful | MONITORING — 25 DAYS REMAINING — RUSSIA-IRAN DEFENSE MEETING |
| D115 | 04-28 | WD58 | 8.9 | 721 | 19.5% | Brent $112 Three-Week High / Oil Price Escalating / No Resolution Imminent | CRITICAL — $112 HIGHEST SINCE APRIL 22 — OIL PRICES CONTINUING TO ESCALATE — NO |
| D115 | 04-28 | WD58 | 8.9 | 598 | 16.2% | Trump Iran State of Collapse / Informed US / Truth Social / Without Context | HIGH — TRUMP CLAIMS IRAN TOLD THEM STATE OF COLLAPSE — NO CONTEXT — LOOKING FOR |
| D115 | 04-28 | WD58 | 8.9 | 487 | 13.2% | UAE Leaves OPEC OPEC+ Effective May 1 / Production Flexibility / Hormuz Timing | HIGH — UAE WITHDRAWING OPEC — FLEXIBILITY TO BOOST PRODUCTION — HORMUZ CLOSURE L |
| D115 | 04-28 | WD58 | 8.9 | 412 | 11.1% | Merz US Humiliated / No Strategy / Iranians Stronger Than Thought / Can't Get Out | HIGH — GERMAN CHANCELLOR MERZ: US HUMILIATED — NO CONVINCING STRATEGY — IRANIANS |
| D115 | 04-28 | WD58 | 8.9 | 334 | 9.0% | Trump Attacks Merz / Nuclear Weapon Statement / Troops Germany Review | HIGH — TRUMP: MERZ THINKS ITS OK IRAN NUCLEAR WEAPON — TROOPS GERMANY STUDY |
| D115 | 04-28 | WD58 | 8.9 | 287 | 7.8% | IDF Destroys Hezbollah Tunnels Qantara / Massive Explosion / 10 Killed South Lebanon | HIGH — QANTARA TUNNELS MASSIVE EXPLOSION — 10 KILLED SOUTH LEBANON — ISRAEL NOT |
| D115 | 04-28 | WD58 | 8.9 | 214 | 5.8% | Tehran Moscow Flights Resume / Mahan Air / Iran Steel Export Ban | MODERATE — TEHRAN MOSCOW FLIGHTS TWO MONTHS SUSPENSION ENDED — IRAN STEEL BAN AF |
| D115 | 04-28 | WD58 | 8.9 | 187 | 5.1% | Mojtaba Khamenei Not Seen / Wounded / Leadership Manageable / Bathaei | MODERATE — MOJTABA NOT SEEN SINCE APPOINTMENT — WOUNDED — LEADERSHIP MANAGEABLE |
| D115 | 04-28 | WD58 | 8.9 | 141 | 3.8% | Pakistan Mediators Revised Proposal Expected / US Boards Cargo Ship Releases | MODERATE — REVISED PROPOSAL EXPECTED NEXT FEW DAYS — US BOARDS CARGO SHIP RELEAS |
| D115 | 04-28 | WD58 | 8.9 | 12 | 0.3% | UAP / AARO 24 Days / Iran Steel Ban New Signature | MONITORING — 24 DAYS REMAINING |
| D116 | 04-29 | WD59 | 9.1 | 863 | 22.5% | Trump Formally Rejects Staged Deal / Choking Like Stuffed Pig / Blockade More Effective Than Bombing / Nuclear Weapon Non-Negotiable | CRITICAL — FORMAL REJECTION — CHOKING STUFFED PIG — BLOCKADE MORE EFFECTIVE — NU |
| D116 | 04-29 | WD59 | 9.1 | 721 | 18.8% | Brent $116-119 / Highest Since War Began February / Iran Rial Record Low 1.8 Million | CRITICAL — BRENT $119 LONDON HIGH — IRAN RIAL RECORD LOW — HIGHEST OIL PRICE SIN |
| D116 | 04-29 | WD59 | 9.1 | 542 | 14.1% | Trump Phone Talks Ongoing / Iran Moved Closer / Whether They Go Far Enough / Never Deal Without No Nuclear Weapons | HIGH — PHONE TALKS ACTIVE — IRAN MOVED CLOSER — BUT NUCLEAR NON-NEGOTIABLE THRES |
| D116 | 04-29 | WD59 | 9.1 | 432 | 11.2% | Ghalibaf Next Stop 140 / Junk Advice Bessent / Siege Tactics Media Manipulation / Iran Unity Call | CRITICAL — GHALIBAF $140 PREDICTION — JUNK ADVICE BESSENT — SIEGE TACTICS — UNIT |
| D116 | 04-29 | WD59 | 9.1 | 387 | 10.1% | Hegseth House Armed Services Hearing / $25 Billion War Cost / $1.5 Trillion 2027 Budget / Quagmire Accusation | HIGH — FIRST HEGSETH HEARING SINCE WAR — $25B COST — $1.5T BUDGET — QUAGMIRE CLA |
| D116 | 04-29 | WD59 | 9.1 | 298 | 7.8% | IAEA Grossi Iran HEU Likely at Isfahan / Material Must Leave Iran / IAEA Satellite Imagery | HIGH — IAEA CONFIRMS HEU LIKELY ISFAHAN — MATERIAL MUST LEAVE IRAN — RUSSIA DISC |
| D116 | 04-29 | WD59 | 9.1 | 243 | 6.3% | Kpler 12-22 Days Iran Well Closure / Pakistan $800M Oil Bill / EU Second Energy Crisis / TotalEnergies $5.4B | CRITICAL — 12-22 DAYS WELLS — PAKISTAN $800M — EU SECOND ENERGY CRISIS — TOTALEN |
| D116 | 04-29 | WD59 | 9.1 | 187 | 4.9% | Merz Germany Suffering Considerably Hormuz / Trump Troops Germany Review / EU Von der Leyen Second Energy Crisis | HIGH — MERZ SUFFERING HORMUZ — TRUMP TROOPS GERMANY REVIEW — EU SECOND ENERGY CR |
| D116 | 04-29 | WD59 | 9.1 | 158 | 4.1% | Iran Internet Blackout 61 Days / Ghalibaf Hardliners Moderates Siege / Iran Rial 1.8M | HIGH — 61 DAYS BLACKOUT — IRAN RIAL RECORD — GHALIBAF SIEGE TACTICS — IRAN UNITY |
| D116 | 04-29 | WD59 | 9.1 | 12 | 0.3% | UAP / AARO 23 Days / IAEA Isfahan HEU Signatures | MONITORING — 23 DAYS REMAINING — IAEA ISFAHAN HEU NEW SIGNATURE |
| D117 | 04-30 | WD60 | 9.3 | 894 | 22.9% | Brent $126 Intraday / Highest Since 2022 / Gas $4.39 National Average | CRITICAL — $126 WAR RECORD — GAS $4.39 — CENTCOM BRIEFING TRIGGERED SPIKE |
| D117 | 04-30 | WD60 | 9.3 | 743 | 19.0% | Mojtaba Khamenei First Written Statement / Bottom of Waters / Nuclear Missile Vow | CRITICAL — FIRST STATEMENT FROM SUPREME LEADER — NUCLEAR MISSILE DEFIANCE — NOT |
| D117 | 04-30 | WD60 | 9.3 | 589 | 15.1% | CENTCOM Short and Powerful Strike Plan / Dark Eagle Hypersonic Deployment Request | CRITICAL — MILITARY OPTIONS BRIEFED TO TRUMP — DARK EAGLE FIRST COMBAT REQUEST |
| D117 | 04-30 | WD60 | 9.3 | 441 | 11.3% | IRGC Long and Painful Strikes / Mousavi Warships / Ghalibaf Surrender Framing | HIGH — IRGC ESCALATION THREAT — MOUSAVI WARSHIPS — GHALIBAF SURRENDER FRAMING |
| D117 | 04-30 | WD60 | 9.3 | 312 | 8.0% | State Dept Maritime Freedom Construct MFC / Coalition Hormuz Safe Corridors | HIGH — MFC LAUNCHED — FEW DETAILS — COMPLEMENTS FRENCH BRITISH INITIATIVE |
| D117 | 04-30 | WD60 | 9.3 | 287 | 7.3% | True War Cost $50B / Hegseth Senate Day 2 / War Powers Day 60 Tomorrow | HIGH — $50B DOUBLE $25B STATED — WAR POWERS CLOCK APPROACHING — HEGSETH CEASEFIR |
| D117 | 04-30 | WD60 | 9.3 | 198 | 5.1% | 48 Iranian Ships Turned Around 20 Days / USS Ford Departing / MFC | HIGH — BLOCKADE TIGHTENING — FORD DEPARTING — 48 SHIPS TURNED AROUND |
| D117 | 04-30 | WD60 | 9.3 | 163 | 4.2% | Lebanon White Phosphorus / Hezbollah Shomera Drone / Israel Ceasefire Violations | HIGH — WHITE PHOSPHORUS BORDER — SHOMERA DRONE HIT — CEASEFIRE VIOLATIONS CONTIN |
| D117 | 04-30 | WD60 | 9.3 | 73 | 1.9% | Kpler Iran Well Closure 12-22 Days / Gas $4.39 / Iran Rial / MFC | CRITICAL — KPLER WELL CLOSURE WINDOW NOW 10-20 DAYS FROM TODAY |
| D117 | 04-30 | WD60 | 9.3 | 12 | 0.3% | AARO 22 Days / Dark Eagle Untested / Ford Departure | MONITORING — 22 DAYS REMAINING — DARK EAGLE NEW SIGNATURE |
| D118 | 05-01 | WD61 | 8.7 | 812 | 21.8% | Iran Submits 14-Point Proposal / Brent Falls $108 / No Nuclear Mention / 30-Day Resolution | CRITICAL — 14-POINT PROPOSAL — BRENT $108 RELIEF MOVE — BUT NO NUCLEAR — TRUMP N |
| D118 | 05-01 | WD61 | 8.7 | 694 | 18.6% | War Powers Letter Hostilities Terminated / While Blockade Continues / War Powers Deadline Day 60 | CRITICAL — HOSTILITIES TERMINATED LETTER — BLOCKADE CONTINUES — UNCONSTITUTIONAL |
| D118 | 05-01 | WD61 | 8.7 | 543 | 14.6% | Trump Not Satisfied / Iran No Military Left / Want to Make Deal / Can't Agree | CRITICAL — TRUMP NOT SATISFIED — NO MILITARY LEFT — REVIEWING PROPOSAL — DOUBTS |
| D118 | 05-01 | WD61 | 8.7 | 441 | 11.9% | 14-Point Plan No Nuclear Mention / Sanctions End / Blockade End / US Forces Withdraw / Lebanon End | CRITICAL — 14-POINT HAS NO NUCLEAR — US MUST WITHDRAW — SANCTIONS LIFTED — WHITE |
| D118 | 05-01 | WD61 | 8.7 | 338 | 9.1% | Mojtaba Labor Day Statement Second / Still Not Seen Publicly / Fars Completely Well Overseeing | HIGH — MOJTABA SECOND STATEMENT — STILL NOT PUBLICLY SEEN 7 WEEKS — FARS CLAIMS |
| D118 | 05-01 | WD61 | 8.7 | 287 | 7.7% | Israel Kills 11 Habbouch Lebanon / Hezbollah Strikes Bayyada / Lebanon 2600+ Killed | HIGH — 11 KILLED HABBOUCH — HEZBOLLAH STRIKES BAYYADA — CEASEFIRE NONFUNCTIONAL |
| D118 | 05-01 | WD61 | 8.7 | 198 | 5.3% | NCIS Iran-Linked Text Threats US Marines / War Cost $50B / UAE OPEC Exit Effective | HIGH — NCIS MARINE THREATS — UAE OPEC EXIT — $50B WAR COST CONTEXT |
| D118 | 05-01 | WD61 | 8.7 | 163 | 4.4% | CENTCOM Cooper Briefed Trump Military Options / Dark Eagle Pending / Ford Departing | HIGH — MILITARY OPTIONS STILL ON TABLE — DARK EAGLE PENDING — FORD DEPARTING |
| D118 | 05-01 | WD61 | 8.7 | 132 | 3.5% | US GDP Q1 2.0% Growth — War Clouds Outlook / Gas $4.39 Continuing | HIGH — Q1 GDP 2.0% — WAR CLOUDS Q2 OUTLOOK |
| D118 | 05-01 | WD61 | 8.7 | 12 | 0.3% | AARO 21 Days / Dark Eagle Pending / Iran 14-Point Signatures | MONITORING — 21 DAYS REMAINING |
| D119 | 05-02 | WD62 | 9.0 | 874 | 22.7% | IRGC Military Likely War Resumes / Fully Prepared / Any Foolishness / War Will Resume | CRITICAL — IRGC MILITARY ARM FORMALLY STATES WAR LIKELY TO RESUME — FULLY PREPAR |
| D119 | 05-02 | WD62 | 9.0 | 712 | 18.5% | Trump Not Happy 14-Point / Cant Agree / Not Paid Big Enough Price / Reviewing | CRITICAL — TRUMP NOT HAPPY — CAN'T AGREE — NOT PAID BIG ENOUGH PRICE — 14-POINT |
| D119 | 05-02 | WD62 | 9.0 | 543 | 14.1% | Bulk Carrier Attacked Multiple Small Craft UKMTO / First Maritime Attack in Weeks | CRITICAL — FIRST MARITIME ATTACK IN WEEKS — IRGC TESTING POSTURE DURING PROPOSAL |
| D119 | 05-02 | WD62 | 9.0 | 412 | 10.7% | US Sanctions Warning Toll Payers Hormuz / Countering Iran Toll Framework | HIGH — FIRST EXPLICIT SANCTIONS WARNING FOR TOLL PAYMENT — DIRECT COUNTER TO IRA |
| D119 | 05-02 | WD62 | 9.0 | 334 | 8.7% | IRGC Intelligence Room Narrowed / Iran Ambassador Change Washington Behavior | HIGH — IRGC ROOM NARROWED — IRAN AMBASSADOR CHANGE BEHAVIOR — IRAN HARDENING POS |
| D119 | 05-02 | WD62 | 9.0 | 287 | 7.5% | Germany Trump More Than 5000 Troops / Germany FM Wadephul Iran Call Nuclear Hormuz | HIGH — GERMANY TROOPS MORE THAN 5000 — WADEPHUL ALIGNS WITH US NUCLEAR HORMUZ DE |
| D119 | 05-02 | WD62 | 9.0 | 214 | 5.6% | Lebanon 2679 Killed / IDF Litani North / Hezbollah Biyyada Artillery / Evacuation Warnings | HIGH — 2679 KILLED LEBANON — LITANI NORTH ESCALATION — HEZBOLLAH ARTILLERY CONFI |
| D119 | 05-02 | WD62 | 9.0 | 163 | 4.2% | Cooper USS Tripoli Arabian Sea / CENTCOM Blockade Continuity / Dark Eagle Pending | HIGH — COOPER USS TRIPOLI VISIT — CENTCOM BLOCKADE CONTINUITY — DARK EAGLE STILL |
| D119 | 05-02 | WD62 | 9.0 | 93 | 2.4% | Iran Isfahan University Museum US-Israeli Strikes / Propaganda Campaign | MODERATE — ISFAHAN MUSEUM PROPAGANDA — IRAN NARRATIVE MANAGEMENT |
| D119 | 05-02 | WD62 | 9.0 | 12 | 0.3% | AARO 20 Days / IRGC Room Narrowed / Bulk Carrier New Signature | MONITORING — 20 DAYS REMAINING |
| RISK DOMAIN | SCORE | LEVEL | PRIMARY DRIVER | WEEKLY IMPLICATION |
|---|---|---|---|---|
| Kpler May 9-19 Well Closure — Physical Forcing Function | 9.9 | CRITICAL | 8-18 days from week end. IRGC declared war likely. Trump: 47 years not paid. 14-point rejected. No revised nuclear proposal received. | Hardest deadline of conflict. Physical system forces hand regardless of diplomatic position. Everything converges May 9-19. |
| IRGC War Likely — Dark Eagle Pending — Ceasefire at Limit | 9.8 | CRITICAL | IRGC formally states war likely. CENTCOM strike plan briefed. Dark Eagle pending WH auth. Iran repositioned missiles beyond PrSM range. | Both military establishments in pre-resumption posture simultaneously. Ceasefire framework approaching operational termination. |
| Iran 14-Point No Nuclear — Trump 47 Years — Deal Structurally Blocked | 9.6 | CRITICAL | 14-point: no nuclear language. Trump's 47-year framing = generational accounting, not a Hormuz-nuclear deal. Mojtaba governance gap prevents nuclear authorization. | Structural deal block confirmed from both sides. Revised proposal with nuclear language required but governance architecture (SIGCOR-047) prevents Iranian authorization. |
| Brent $126 War Record — Gas $4.39 — Pakistan $800M — EU Second Crisis | 9.7 | CRITICAL | Brent $126 war record Apr 30. $18 single-day drop on 14-point proposal. Gas $4.39. Pakistan $800M weekly. EU von der Leyen second energy crisis in 4 years. | Oil price binary: $88-95 if revised nuclear proposal before May 9; $130-148 if Kpler deadline forces well closure or war resumes. |
| Bulk Carrier Attacked — Toll Sanctions Warning — IRGC Independent of Diplomacy | 9.5 | CRITICAL | Bulk carrier attacked during proposal review — IRGC operating independently of diplomatic track. US toll sanctions warning creates impossible global shipping compliance position. | SIGCOR-047 confirmed: FM does not control Hormuz — IRGC does. OFAC enforcement window June 1-July 15. Immediate compliance assessment required for all shipping entities. |
| UAE OPEC Exit — Russia Strategic Guarantor — Germany Aligned — Alliance Reordering | 8.9 | HIGH | UAE OPEC exit effective May 1. Russia named Iran strategic guarantor + entering HEU transfer logistics. Germany reversed from "humiliated" to full US alignment in 4 days. | Three simultaneous alliance-level structural shifts in one week. GCC oil architecture permanently restructured. NATO cohesion partially restored through coercion. |
| INDICATOR | SCORE | STATUS | WEEKLY DETAIL |
|---|---|---|---|
| ENERGY INFLATION RISK | 9.9 | CRITICAL MAX | Brent arc $105-$126-$108. War record $126 Thursday. Gas $4.39. Kpler May 9-19 well closure. Mine clearance 6 months floor. UAE OPEC exit structural. Ghalibaf: "next stop $140." Toll sanctions warning. |
| MILITARY ESCALATION | 9.8 | CRITICAL MAX | CENTCOM briefed short and powerful strikes. Dark Eagle pending authorization. IRGC formally states war likely and fully prepared. Iran repositioned missiles beyond PrSM range. Bulk carrier attacked. Both military establishments simultaneously in pre-resumption posture — clearest conflict escalation architecture since April 8 ceasefire. |
| DIPLOMATIC ARCHITECTURE | 9.5 | CRITICAL | 14-point rejected. Trump 47 years framing. IAEA Isfahan HEU confirmed. Russia HEU transfer logistics active. Mojtaba defiant on nuclear-missile. Germany aligned. Kpler May 9-19 forcing function. Structural deal block confirmed from both sides simultaneously. |
| WAR POWERS / LEGAL ARCH. | 9.3 | CRITICAL | Terminated hostilities letter while blockade continues and military options active. No legal precedent. Democrats legal challenge likely. Congress left for a week after rejecting war halt 6th time. If military resumes, May 1 letter is the legal basis — War Powers clock has no teeth. |
| IRAN DOMESTIC COLLAPSE | 9.4 | CRITICAL | Rial record low 1.8M per dollar. Internet blackout 62+ days. Food and medicine civilian shortages confirmed CBS Tehran. Steel export ban after 70% capacity destruction. Kpler May 9-19 approaching. IRGC declaring war likely while economy collapses is the most dangerous combination of the conflict. |
| ALLIANCE GEOPOLITICAL | 8.9 | HIGH | UAE OPEC exit effective. Russia named strategic guarantor + HEU transfer logistics. Germany full US alignment in 4 days under troop threat. Three simultaneous alliance-level structural shifts. GCC oil production architecture restructuring. NATO cohesion partially restored through coercion. |
| PATTERN ID | NAME | PROB | STATUS | IMPLICATION |
|---|---|---|---|---|
| SIGCOR-055 D115 APR 28 |
UAE Withdraws from OPEC and OPEC+ Effective May 1 — Hormuz Timing Explicit — GCC Oil Architecture Restructuring | 88% | NEW HIGH | UAE OPEC exit frees Gulf hub oil production — partially offsets Hormuz closure. UAE financial infrastructure (DIFC, ADGM) remains preferred capital destination. UAE stability score rising 8.2→8.6. |
| SIGCOR-056 D116 APR 29 |
Trump Formally Rejects Staged Deal — Stuffed Pig — Blockade More Effective Than Bombing — Phone Talks Ongoing — Never Deal Without No Nuclear Weapons | 97% | NEW CRIT MAX | Formal staged deal rejection means Hormuz closed through at least Kpler physical deadline (May 9-19). Oil structural floor locked. Capital rotation window durable. Trump publicly rejects while engaging by phone = dual-track confirmed. |
| SIGCOR-057 D116 APR 29 |
IAEA Grossi: Iran HEU Likely at Isfahan — Material Must Leave Iran — IAEA Discussing HEU Transfer Out of Iran With Russia — Complex Operation Required | 93% | NEW CRITICAL | Specific nuclear deal pathway confirmed: 440kg HEU must physically leave Iran. Russia as potential receiving party. Any deal announcement will have a verification sequence. Capital markets should react to transfer confirmation, not just diplomatic language. |
| SIGCOR-058 D117 APR 30 |
CENTCOM Requests Dark Eagle Long Range Hypersonic Weapon Deployment — Untested System — Iran Repositioned Beyond PrSM Range — First Combat Deployment Request | 88% | NEW CRITICAL | Dark Eagle authorization = imminent military phase signal. Position energy longs and safe-haven inflows. Denial = diplomatic track holding. Monitor White House authorization within 48-72 hours of any briefing leak. |
| SIGCOR-059 D117-D118 APR 30-MAY 1 |
War Powers Terminated Letter — Hostilities Terminated While Blockade Continues — Legal Architecture Unprecedented — Democrats Legal Challenge | 84% | NEW HIGH | War Powers clock effectively removed. Indefinite blockade legally plausible under administration's framework. Adds duration certainty to capital rotation windows. If war resumes, May 1 letter is the legal basis. |
| SIGCOR-060 D119 MAY 2 |
IRGC Military: War Likely to Resume — Fully Prepared — Room Has Narrowed — Pre-Resumption Signaling Confirmed — ESTABLISHED MAY 2 | 91% | NEW CRITICAL | War resumption is now the base case, not the tail risk. Position accordingly: energy longs, safe haven inflows from MENA at maximum velocity, Caribbean and Singapore reception infrastructure at readiness. Invert all prior probability assumptions. |
| # | FINDING | SCORE | SIGNIFICANCE |
|---|---|---|---|
| 01 | Mojtaba Khamenei First Written Statement + IRGC Formally States War Likely — Pre-Resumption Signaling Architecture Confirmed | 99 | Convergence of Mojtaba's first public statement (defiant on nuclear-missile-Hormuz) with IRGC formally declaring war "likely" on Saturday is the most explicit pre-resumption signaling of the conflict. SIGCOR-047 structural constraint remains: Iran's civilian diplomats cannot commit to nuclear terms without supreme leader authorization. |
| 02 | Brent $126 War Record + CENTCOM Short-and-Powerful Strike Plan + Dark Eagle Hypersonic Deployment Requested | 97 | Dark Eagle request is the most significant military capability escalation signal of the conflict. Iran adapted its surviving missile posture to stay outside US precision strike range; US responded with an untested hypersonic weapon. The $126 Brent spike was driven by this leaked briefing — confirming markets understand what Dark Eagle authorization would mean. |
| 03 | Iran 14-Point Proposal — $18 Brent Drop — But Zero Nuclear Language — Trump 47 Years — Kpler May 9-19 Physical Deadline Converging | 95 | 14-point triggered the conflict's largest single-day oil price drop ($18) — confirming any credible diplomatic signal creates immediate market relief. But the structural flaw is fatal: no nuclear language = Trump rejection. "47 years" framing reframes the conflict from a Hormuz-nuclear dispute to a generational accounting incompatible with any deal Iran can politically offer. |
| 04 | War Powers Terminated Letter — $50B True Cost vs $25B Stated — $200B Supplemental Bipartisan Opposition | 91 | The "hostilities terminated" letter while maintaining the blockade and briefing strike options is the most legally aggressive assertion of presidential war power in this conflict. $50B vs $25B cost gap — driven by munitions replacement — becomes the defining fiscal argument against the blockade strategy heading into midterms. |
| 05 | UAE OPEC Exit + Russia Strategic Guarantor + Germany Aligned in 4 Days — Three Alliance-Level Structural Shifts in One Week | 88 | UAE OPEC exit is the most significant GCC oil architecture change since the war began. Russia activates as Iran's strategic guarantor AND enters HEU transfer logistics discussions. Germany reverses from "humiliated" to full US nuclear-Hormuz alignment in 4 days under troop threat. All three reorders are operating simultaneously and feeding into the Kpler May 9-19 convergence window. |
| SECTOR | SCORE | RISK | WEEKLY SUMMARY | 7-DAY OUTLOOK |
|---|---|---|---|---|
| Energy / Oil | 9.9 | CRITICAL | Brent arc $105-$126-$108. Kpler May 9-19 well closure. Mine clearance 6-month floor. UAE OPEC exit structural. Ghalibaf $140 prediction. Toll sanctions warning. | KPLER MAY 9-19 HARD DEADLINE — IRGC WAR LIKELY PREMIUM |
| Military / Escalation | 9.8 | CRITICAL | Dark Eagle pending authorization. CENTCOM short and powerful strikes briefed. Mojtaba first statement defiant. IRGC formally war likely. Bulk carrier attacked. Iran repositioned missiles beyond PrSM range. | DARK EAGLE AUTH — PROJECT FREEDOM IRGC TEST |
| Shipping / Maritime | 9.9 | CRITICAL | Bulk carrier attacked during proposal review. Toll sanctions warning — impossible compliance. 48 ships turned around 20 days. Project Freedom started. Mine fear structural. Ford departed. | TOLL SANCTIONS COMPLIANCE — PROJECT FREEDOM |
| Diplomatic / Nuclear | 9.7 | CRITICAL | 14-point no nuclear rejected. Trump 47 years. IAEA Isfahan HEU confirmed. Russia HEU transfer logistics active. Mojtaba defiant on nuclear-missile. Germany aligned. Kpler forcing function. | REVISED NUCLEAR PROPOSAL OR KPLER FORCES |
| US Domestic / Political | 9.5 | CRITICAL | $50B true cost vs $25B stated. War Powers terminated letter unprecedented. $200B supplemental bipartisan opposition. Gas $4.39 midterms. Congress left town. Senate rejected war halt 6 times. | $50B DISCLOSURE — WAR POWERS LEGAL CHALLENGE |
| Global Economic Collateral | 9.6 | CRITICAL | Pakistan $800M weekly oil from $300M. EU second energy crisis. TotalEnergies $5.4B Q1 windfall. Ireland govt support farmers/hauliers. Q1 GDP 2.0% baseline — Q2 first full war impact. | KPLER STRUCTURAL SUPPLY SHOCK — Q2 IMPACT |
| Lebanon / Israel | 8.9 | HIGH | 2,679 killed since March 2. Qantara massive explosion, 10 killed. Habbouch 10 killed. Litani north evacuation warnings. Hezbollah Biyyada artillery confirmed. White phosphorus fired. | LITANI NORTH EXPANDING — CEASEFIRE NONFUNCTIONAL |
| Russia-Iran Alliance | 8.9 | HIGH | Araghchi-Putin 1.5 hours St. Petersburg. Russia strategic guarantor named. Belousov military coordination. Tehran-Moscow flights resumed. IAEA discussing HEU transfer with Russia. Destructive habits dossier. | RUSSIA HEU TRANSFER LOGISTICS ACTIVE |
| ENTITY | RISK | PATHWAY | REQUIRED ACTION |
|---|---|---|---|
| All Energy Portfolio Managers Kpler May 9-19 Binary |
CRITICAL | From May 2: Kpler well closure window is May 9-19. Wells close permanently. If revised nuclear proposal arrives before May 9: Brent could fall $88-95 in hours ($18 drop on 14-point establishes the template). If no proposal and Kpler forces well closure: Brent $130-148. The 9-day window is the most valuable positioning window of the conflict. | POSITION BOTH LEGS NOW. LONG ENERGY CALLS $120-140 FOR WAR SCENARIO; PUTS FOR SUDDEN DEAL SCENARIO. MONITOR DAILY IRAN STORAGE UPDATES. |
| Global Shipping Entities Toll Sanctions Warning |
CRITICAL | US formal warning that paying Iran's Hormuz toll risks sanctions creates an impossible global compliance position: (1) pay toll = US sanctions; (2) refuse toll = Iran blocks passage; (3) use Project Freedom escort = IRGC attack risk (bulk carrier attacked during proposal period). OFAC enforcement lags 30-60 days from May 2 warning = June 1-July 15 enforcement window. | IMMEDIATE COMPLIANCE ASSESSMENT FOR ALL GULF SHIPPING EXPOSURE. LEGAL REVIEW OF ANY TOLL PAYMENTS MADE OR CONTEMPLATED. OFAC COUNSEL ENGAGEMENT BEFORE JUNE 1. |
| All Geopolitical Risk Models SIGCOR-060 Base Case Inversion |
CRITICAL | SIGCOR-060 established May 2: IRGC formally states war resumption is "likely" — not possible, not a risk, but likely. Combined with Trump 47 years, 14-point no nuclear rejected, Kpler May 9-19 approaching, Dark Eagle pending authorization — the base case probability distribution has inverted. War resumption: 52-55% base case. Deal: 22-25%. Stalemate: 23-26%. | ALL GEOPOLITICAL RISK MODELS MUST BE UPDATED TO REFLECT BASE CASE INVERSION. REMOVE WAR POWERS AS MEANINGFUL CONSTRAINT. EXTEND BLOCKADE DURATION CERTAINTY TO INDEFINITE. |
| European Entities — EU/NATO Second Energy Crisis + German Realignment |
HIGH | EU von der Leyen confirmed second energy crisis in four years. Germany reversed from Merz's "humiliated" framing to Wadephul's full US nuclear-Hormuz alignment in 4 days under Trump troop withdrawal threat. NATO diplomatic cohesion partially restored through coercion. Trump removing more than 5,000 troops from Germany regardless. European energy and political exposure at maximum stress heading into Q2. | MODEL US-GERMANY TROOP REDUCTION TIMELINE. ASSESS EUROPEAN AUTONOMOUS IRAN DIPLOMACY CAPACITY (MACRON COALITION). MONITOR EU ENERGY RESERVE DRAWDOWN RATE. |
| SCENARIO | PROBABILITY | OUTCOME | TRIGGER SIGNAL |
|---|---|---|---|
| Revised nuclear-language proposal before May 9 — Kpler averted — Dark Eagle denied | 22% | Iran submits revised 14-point with nuclear language. Trump signals partial openness. Brent falls toward $88-95. War Powers legal challenge proceeds but war does not resume. Diplomatic track active. | Pakistan FM: revised proposal submitted / Trump: "getting closer" |
| No revised proposal — Kpler May 9-19 forces hand — Dark Eagle authorized — War resumes | 52% | Iran does not submit revised proposal before May 9. Kpler well closure begins. IRGC war likely executed. Dark Eagle authorized. Brent $130-148. Military phase resumes under War Powers terminated framework. | No proposal May 3-8 / Kpler storage daily update / WH Dark Eagle auth |
| Stalemate — Partial Project Freedom success — Revised proposal submitted but insufficient | 26% | Project Freedom uneventful. Iran submits revised proposal with inadequate nuclear language. Trump reviews. Brent $105-118 range. Dark Eagle not authorized yet. Kpler deadline extends slightly — stalemate continues into W-009. | Project Freedom no incident / Trump "reviewing" Iran proposal language |
| SCENARIO | PROBABILITY | OUTCOME |
|---|---|---|
| Nuclear framework — HEU transfer via Russia — Kpler prevented — Mine clearance 6-month floor begins | 22% | Iran revised proposal includes HEU transfer pathway. Russia accepts HEU custody. Brent falls $82-92. Ceasefire formalized. Mine clearance begins — 6-month structural floor on oil prices remains. Capital rotation window closes gradually. |
| Kpler deadline forces well closures — War resumes — Permanent Iran supply reduction | 54% | Kpler May 9-19 well closures begin permanently. IRGC war likely executed. Brent $125-150. Deep recession signal. Permanent Iran supply removal regardless of any future deal. Global energy crisis deepens. GADI moves above 9.5. |
| Cold stalemate — Partial toll mechanism — Revised proposal stalls — Brent $100-115 | 24% | Revised proposal submitted but insufficient. Some Project Freedom transit. Kpler extended slightly through modified storage management. Brent $100-115 range. War technically not resumed but IRGC posture maintained. Stalemate into summer. |
EMERGENCY
9-DAY WINDOW
WAR RESUMPTION
BASE CASE
IMMEDIATE
COMPLIANCE
9-DAY
POSITIONING
| METRIC | VALUE | DIRECTION | DRIVER |
|---|---|---|---|
| GDI Weekly Arc | 8.6 → 9.3 → 8.7 → 9.0 | CRITICAL PEAK 9.3 | Mojtaba + Brent $126 + Dark Eagle + $50B true cost |
| GDI Weekly Average | 8.93 | +0.16 WoW | Escalation week overall — up from 8.77 prior |
| Brent Crude Arc | $105 → $126 → $108 | WAR RECORD $126 | CENTCOM briefing leaked → $126; 14-point → $18 drop |
| US Gas Price National | $4.39/gal | WAR HIGH | Brent $126 + Hormuz closure + Kpler structural |
| Kpler Iran Well Window | May 9–19, 2026 | HARD DEADLINE | Kpler 12-22 day estimate from April 29 — advancing daily |
| True War Cost | ~$50 billion | vs $25B STATED | CBS News internal assessments — munitions replacement gap |
| Mojtaba Khamenei | 2 statements; 0 appearances | 7+ WKS UNSEEN | First (Apr 30) + second (May 1) written; Fars: "completely well" |
| New SIGCOR Patterns | 6 (SIGCOR-055–060) | CUMULATIVE 60 | UAE OPEC, stuffed pig rejection, IAEA HEU, Dark Eagle, War Powers, IRGC war likely |
| Iran 14-Point Proposal | Submitted May 1; no nuclear | NON-STARTER | 30-day end-war, sanctions lifted, US withdraw — zero nuclear language |
| Pakistan Weekly Oil Bill | $800M/week | +167% vs PRE-WAR | PM Sharif Cabinet statement — from $300M pre-war baseline |
| Lebanon Casualties Total | 2,679 killed | +79 THIS WEEK | IDF strikes continuing — Litani north warnings — Hezbollah active |
| UAE OPEC Status | Withdrawal effective May 1 | GCC RESTRUCTURED | Most significant GCC oil architecture change since war began |
| AARO Countdown | 20 days (as of May 2) | DECLINING | Trump 90-day directive |
861 active feeds | T1: 271 | T2: 318 | T3: 272 | 22,731 signals normalized across 6 daily cycles
PRODUCED BY: Signal Command Intelligence Engine — Starship Holdings LLC — W-007 — May 3, 2026 — intel@signalcommand.ai