CENTCOM's statement landed while we were live: air defenses, command networks, coastal radar, anti-ship missile sites, and SIXTY of the small boats Iran uses to squeeze shipping.
Iran's answer came fast, drones over Bahrain and reportedly anti-ship missiles at US warships, intercepted so far.
But Stefano Ritondale kept pulling my eyes off the explosions and onto the paperwork.
Strikes get absorbed, he argued; sides trade blows and find equilibrium.
Killing the waivers guts the one conduit that brought Iran to the table, and it teaches every future buyer that sanctions snap back overnight, so who signs even if they return?
A liquidity-starved economy just lost its only breath of air.
His prediction: Tehran's next demand will be something irreversible, frozen assets released outright.
His read on why Iran hit those ships at all: the southern route was hardening into the new normal, convoy spacing on the trackers suggests coordination making it work, and their strongest card was bleeding value.
One unconfirmed report claims only the regular army is retaliating, which he took as messaging for home, not restraint.
@artoriastech
