Public record
The analyses
Dated public analyses. Newest first. What the sources said, and what they did not.
They named the operation. They did not name the banks.
Bessent launched Operation Economic Outcast. First-round designations; China not exempt vs major Chinese banks not named.
Read the record 24 AUG 2026They hit the transformer. Then the water.
IOM, as carried by Al Jazeera on 20 August 2026: more than 200,000 newly displaced across Sudan's Kordofan since late 2025; RSF drone attacks on el-Obeid's power transformer and water.
Read the record 22 AUG 2026Two dead. The warning still said unidentified.
USNI named three hulls in the Strait of Hormuz in August 2026. Two mariners dead. Lloyd's weekly tanker transits 99, then 91, then an incomplete 73.
Read the record 19 AUG 2026They say the southern lane is moving 10 million barrels.
Officials said 15–20 ships / ~10 mbpd on an Oman-coast corridor. Friday public AIS in the narrows: 5 tankers, 2 underway. We confirmed they said it, not the 10.
Read the record 18 AUG 2026The outbound lane got hit. The map called it ours.
Tuesday's tape is a hit on the outbound lane, a rate, and a map. UKMTO, an unattributed projectile, $510,000 a day Gulf-to-China, and a map that names Hormuz U.S. territory.
Read the record 17 AUG 2026The deadline expired. The tankers had already stopped.
The 60-day U.S.-Iran window ended August 17. Hormuz traffic was already in single digits. The story is not a failed deal. It is a waterway that never reopened.
Read the record 11 MAY 2026Calm aboard is not the same as contained on shore.
The Hondius hantavirus outbreak, held to the May 2026 record: WHO DON599's case count, the Swiss Andes case, the Johannesburg death, and what it was not.
Read the record 30 APR 2026Five percent of a mark is not five percent of cash.
California's billionaire-tax initiative 25-0024A1 explained: the one-time 5% excise, valuation rules, LAO/DOF estimates, and why a mark is not a clearing price.
Read the record 15 APR 2026Oil is up. It is not spiking.
Day 3 of the U.S. Iran blockade: oil up but not spiking, the S&P's first close above 7,000, and why markets priced a new energy order instead of a crisis.
Read the recordThe record is public. The instrument is the app.