Preemption and the Price of the Strait: U.S. Missiles Reach Kharg as Tehran's Press Splits Over Ali al-Taher

Iran has written preemption into its declared military doctrine, and on the morning of September 5 the United States answered at the source of Iran’s oil revenue. Iranian outlets reported that four U.S. missiles struck an Iranian tanker at the Kharg Island anchorage, with the crew evacuated and no casualties. Neither Tehran nor CENTCOM had confirmed the strike by the cut-off, so the report grades it at moderate confidence. If confirmed, it moves the blockade from interdiction at sea to Iran’s export terminal itself. The day before, Army spokesman Brig. Gen. Mohammad Akraminia said Iran will act wherever it perceives a threat and claimed preemptive operations against U.S. facilities in Jordan, Syria, and Iraqi Kurdistan, and Foreign Minister Abbas Araghchi widened the target set to concentrations of U.S. personnel. At home, Israel’s claim of control over the Ali al-Taher ridge above Nabatieh has become the first battlefield event of the war that the Iranian press cannot absorb into a single line. State-aligned papers call it Netanyahu’s election stunt, the hardline press calls it proof that the Islamabad memorandum trapped Iran, and Qods concedes a tactical retreat. Tehran is now pricing the strait openly, and Qatar has rejected Iran’s legal premise in letters to the UN. Washington has moved its financial war from tankers to banks with the designation of Istanbul’s Golden Global Bank. The dollar sits at 221,000 tomans, the government has retreated on gasoline, and Kayhan is demanding the prosecution of a former president. The report’s bottom line is that the system is holding its domestic front by force of narrative while its leverage abroad is priced in oil and gas, and that the next phase turns on how Tehran answers a strike at Kharg. This post summarizes our daily intelligence report for September 5.

Kharg and the Doctrine of Preemption

The morning’s development arrived after the front pages were printed. Tasnim’s correspondent on Kharg reported that four U.S. missiles struck an Iranian oil tanker in the island’s anchorage, 6 to 10 kilometers offshore. Fars reported several explosions with no visible smoke, and ISNA and SNN described the vessel as a small tanker. Local sources said there were no casualties and the crew was being evacuated. Neither Iranian authorities nor CENTCOM had issued a statement by the morning cut-off, and the report grades the incident at moderate confidence because it rests on Iranian media alone. Its significance does not depend on the damage. Kharg handled roughly 90 percent of Iran’s prewar crude exports, President Trump said on August 31 that the island was being blown to smithereens, and Tehran has promised a strong response to any attack on it. The strike extends the week’s pattern of U.S. attacks on mine-laying and launch sites in the strait to the export terminal where, according to United Against Nuclear Iran’s tracking, dozens of laden Iranian tankers have been clustering. It also lands the morning after Hamshahri promised its readers that oil was passing through the wall of sanctions. Under Iran’s newly declared doctrine, the report expects the retaliation window to be measured in hours and the likely target to be a Gulf host state.

That doctrine was put on the record the day before. Akraminia told Tasnim that Iran moved to an offensive posture in the earlier phase of the war, that international law allows preemptive self-defense, that Iran will not let the United States keep the initiative, and that U.S. facilities in Jordan, Syria, and Iraqi Kurdistan were among the targets of such action. Khatam al-Anbiya Central Headquarters separately said Iranian forces struck a U.S. base in Jordan because it was preparing attacks on Iran. Washington had not corroborated the Jordan strike by the cut-off. Araghchi widened the target set in excerpts from an Al Jazeera interview circulated by his official channel. Iran’s target set goes beyond formally designated bases to any location where U.S. personnel are concentrated, and Washington has moved personnel into hotels and urban areas. He also told American audiences that Israel, and Netanyahu personally, dragged the United States into the war, and that Americans are paying for it at the pump. Foreign Ministry spokesman Esmail Baghaei followed with an appeal aimed at U.S. taxpayers: “Your lives. Your taxes. Someone else’s war.” A Reuters/Ipsos poll found that about one quarter of Americans consider the war worthwhile.

The report reads the doctrine and the messaging as one strategy. Preemption lowers the threshold for the next Iranian strike, because the trigger is now assessed hostile preparation rather than a completed U.S. attack, and it widens the target set to every host state. The someone-else’s-war campaign builds legitimacy for that strike in advance for a U.S. audience and tells host governments that their bases are the reason they are being hit. Kayhan International led its English-language edition with the claim that Iran strikes first, and placed beneath it First Vice President Mohammad-Reza Aref’s warning that dark months await the American economy. The state wants the English-language record to carry the doctrine explicitly. The U.S. strike on a wedding in Sirik supplies the moral capital. Vatan-e Emrooz, Qods, Kayhan, Farhikhtegan, and Tehran Times ran the same story on September 5, using Western media as witnesses against Trump personally, and Vatan-e Emrooz attempted a forensic case that the strike was targeting rather than error. The report’s judgment is that the wedding does for the preemption doctrine what the Larak strike did for the memorandum. It supplies the legitimacy for the next Iranian action.

Ali al-Taher: One Hill, Three Narratives

The ridge remained contested overnight in Iranian and Hezbollah media. IRIB’s Lebanon correspondent said Netanyahu’s claim of full control had not been confirmed by Lebanese officials, that the ridge remained under Israeli air and artillery attack, and that Tehran awaited a formal resistance statement. At 05:07 IRIB reported resistance forces still engaging Israeli troops. Al-Ahed reported overnight artillery fire on Wadi al-Hujair, Bani Hayyan, and Wadi al-Salouqi and strikes around Nabatieh, and Lebanon’s Health Ministry put the evening toll at three dead and 23 wounded in the south and the western Bekaa. No formal Hezbollah communique on the ridge had appeared by the cut-off. Hezbollah MP Hussein al-Moussawi rejected the Lebanese Foreign Ministry’s draft for the Arab League ministerial council as a sedition project. The IDF’s announcement and the deterrence test it poses for Tehran are set out in yesterday’s edition.

Nine of the eighteen front pages surveyed carried the ridge, and they split three ways. The state and municipal press deny the result. Hamshahri calls it a mountain of propaganda for a hill, Jam-e Jam calls it Netanyahu’s electoral achievement-making, and Kayhan’s senior strategic columnist Saadollah Zarei answers with a forty-year history of Hezbollah that concedes the ridge’s reality is unclear and forecasts that Israel may lose it within days. The hardline press indicts the negotiators. Asr-e Iranian’s editorial by international editor Hamid Lashkari argues that Lebanon was the precondition and first article of the Islamabad memorandum, quotes Parliament Speaker Mohammad Bagher Qalibaf’s advisers back at them, and concludes that a calculation error is being covered with new narratives. The target is Qalibaf’s advisory team rather than Qalibaf by name, which is how a Jalili-camp paper attacks the speaker without crossing the Leader’s line on unity, and the closing demand is a demand for personnel. Nobonyad calls the ridge the last arrow into the coffin of the understanding. The government-adjacent Sobh-e No defends, accusing the critics of turning the ridge into a domestic dispute without offering an alternative to the memorandum. Qods, the Astan-e Quds daily, gives the most candid state headline of the day, a tactical retreat in Lebanon and a strategic advance in Yemen. Farhikhtegan and Vatan-e Emrooz are the two attempts at an honest account of what is and is not known.

The report’s assessment is that Ali al-Taher is the first battlefield fact since the war began that the Iranian press has been unable to absorb into a single line. The denial camp needs the ridge to be a stunt because the state promised that the memorandum secured Hezbollah’s position. The indictment camp needs it to be real because it proves the memorandum was a trap. Two implications follow. Tehran cannot let the ridge stand as an unanswered loss without feeding the hardline case against its own negotiators, which raises the probability of a demonstrative Iranian or Hezbollah action in the south. In addition, Sobh-e No’s complaint that the critics offer no alternative is the government camp’s most revealing line. It has no plan for Lebanon beyond the memorandum it is still asking Washington to honor. The factional fight over the memorandum on the same front pages is examined in today’s Iranian Press Monitor.

Pricing the Strait, and Doha’s Refusal

Traffic remains a fraction of normal. Reuters, citing Kpler, counted four commodity vessels through Hormuz on September 3 against a ten-day average of 15 and a prewar flow of roughly 125 a day. United Against Nuclear Iran’s tracking shows 44 U.S.-facilitated transits over September 1 and 2, dozens of laden Iranian tankers clustered near the coast, and no crude-laden Iranian tanker clearing the Gulf of Oman past U.S. enforcement since mid-July. Iran expanded its list of non-compliant vessels liable to fines, confiscation, or detention. Vice President JD Vance said Washington will not talk to Iran while it attacks commercial shipping.

The new element is that Tehran has stopped pretending the penalty it imposes is incidental. Javan’s Ali Alavi writes that the strait grows dearer and more important each day, and that uncertainty about its future is a strategic riddle for America rather than a matter of crossing statistics. The same page carries Basij chief Hossein Taeb saying that America has no way but to implement the memorandum under Iranian conditions. Etemad, from the reformist side, titles its Hormuz report as the move from threatening closure to setting the transit cost. Hamshahri gives economist Saeed Leylaz a column warning surrender-seekers that the strait must not be lost. The report’s assessment is that Washington can create facilitated movement but has not restored ordinary navigation, and that Tehran has no recognized control but imposes a routing, insurance, and risk penalty the market is paying. Javan, Etemad, and Taeb now present that penalty as the instrument. The rule-setting contest behind this situation is the one we described in Two Claims, One Strait. Its domestic corollary is that any Iranian concession on transit will now have to be sold at home as the enemy paying, because the press has made reopening a synonym for surrender. The leadership has chosen to accept that cost, which suggests it does not expect to need the concession soon.

Qatar has rejected Iran’s legal premise. In letters to the UN Secretary-General and the Security Council president on September 4, Doha said freedom of navigation in Hormuz is a non-negotiable rule of international law, rejected the use of the waterway as a pressure card, and rejected Iran’s arguments on responsibility and compensation. The letters came one week after Prime Minister Sheikh Mohammed bin Abdulrahman Al Thani’s visit to Tehran, where a temporary corridor and joint mine-clearing were discussed. Farhikhtegan answered this morning with a lead on the 90 percent fall in Qatar’s gas exports and a full-page photograph of a burning vessel, asking whether the Arab states of the region consider the strait normal. Tehran Times worked the other direction, using Qatar’s submission to the International Telecommunication Union to argue that Iran struck only U.S. military assets on Qatari soil. The report judges that Doha was the mediator Tehran most needed and the Gulf state with the most to lose. Its decision to put Iran’s legal case on the record at the UN, and Farhikhtegan’s decision to answer with Qatar’s own losses, mark the end of the quiet phase in the Iran-Qatar channel. The Qatari side of the exchange is covered in today’s Qatar Watch.

The Financial War Moves From Tankers to Banks

On September 4 the Treasury Department designated Istanbul’s Golden Global Yatirim Bankasi and two subsidiaries. Treasury alleges tens of millions of dollars in transactions for the Revolutionary Guard’s Quds Force, correspondent access for Iranian institutions, and a mechanism that moved Chinese payments for Iranian oil to Turkey for conversion into cash and gold. OFAC issued a wind-down license, and the bank denied the allegations and said it would pursue legal remedies. The point of attack is the chain from physical sales to China to spendable liquidity, and the test is whether Turkish regulators and larger Turkish banks de-risk. Treasury Secretary Scott Bessent has also said the EU has formally joined the campaign to cut Iran from the global financial system, and he told Fox News that Russia should stay away from Iran. Kremlin spokesman Dmitry Peskov replied that Russia will not abandon strategic relations with long-standing partners to please Washington, and Tehran Times led with that refusal above the photograph of the Pezeshkian-Putin handshake in Bishkek. Kayhan International added the E3 and U.S. move at the IAEA Board of Governors to refer Iran to the Security Council for the first time in twenty years, which Iran’s Vienna mission called desperate. The sanctions architecture behind all of this is the one we summarized in Operation Economic Outcast.

Hamshahri answered the designation with numbers. The municipality paper’s lead reports that Iran is opening new oil export routes at the peak of sanctions and siege. It quotes Oil Minister Mohsen Paknejad saying oil is being transferred to the far side of the Sea of Oman until the siege is lifted, quotes Qalibaf saying Iran exported more than 80 million barrels during the memorandum, and headlines a claimed one billion dollars of oil currency in the first eleven days of Shahrivar and 80 percent of budget revenue realized in five months. The report notes that these figures cannot be verified and conflict with Reuters’ August loading data. Their purpose is domestic. They tell readers that revenue exists at the moment the dollar sits at 221,000 tomans. Golden Global is the more important fact. If Turkish institutions de-risk, the state’s ability to turn Chinese receipts into cash narrows precisely as the press is promising that oil is getting through.

Oil prices closed the week with the steepest gain since July. By CNBC’s count, Brent settled at 96.28 dollars and WTI at 91.48, up nearly 8 and 10 percent on the week, and U.S. diesel hit a record. Iraq raised August exports to about 2.34 million barrels per day with Iranian approvals for Iraqi tankers, which is the one supply relief in the market. Bloomberg found ADNOC still loading LNG at Das Island with vessels running dark, a sign that capacity is intact and transparent logistics are impaired, and Qatar’s LNG exports remain down about 90 percent or more. Shargh’s Ali Shams Ardakani, a former OPEC governor, warned that the price rally is not revenue. The report’s formulation is that oil measures the war premium and LNG measures the damage. The domestic contradiction is between Hamshahri’s claim that revenue is flowing and Shargh’s warning that the rally is a fantasy, and the dollar suggests the market believes Shargh.

The Domestic Front: The Dollar, Gasoline, and Rouhani

The currency dominated the front pages. TGJU placed the free-market dollar at about 221,000 to 222,000 tomans on Friday. Nobonyad leads with the story behind the dollar’s jump, over a photograph of Central Bank Governor Abdolnaser Hemmati whispering to President Masoud Pezeshkian. Charsoo’s chart dates a 33,000-toman rise from about 188,000 to the governor’s remarks on export revenue. Kayhan reports that the central bank identified banks disrupting the currency market without naming them, a rare Kayhan criticism of a state institution. Seda-ye Iran, the Leader’s media channel, chose the dollar rather than Lebanon or the strait for its front page, reading the Leader’s Government Week message as a program for de-dollarization. The report treats that choice as an indicator in itself. The office is worried about the currency and is telling the government where the fault lies. Taadol leads with a three-sided housing crisis, Shargh with the cancellation of the TOEFL test as a new lock on migration, and power-cut schedules continue in Mazandaran. The economic dailies’ reading of the same morning is in today’s Economic Press Review.

The government has retreated on gasoline, and the press claims the credit. Pezeshkian chaired an energy-imbalance meeting and said the approach is conscious and gradual, rests mainly on non-price tools, must never confront society with sudden or shocking decisions, and will direct every rial saved on consumption to the coupon scheme. The meeting approved identity-tagging of station fuel cards, LPG and CNG conversion for high-mileage fleets, and a car-free day for state employees. Jam-e Jam announced that the gasoline price shock was canceled. Charsoo’s lead demands an end to what it calls the gasoline sedition and attributes the price plan to a reformist band led by Saqqab Isfahani, now set aside. The report calls this the first visible policy reversal under press pressure since the war began, and reads it as evidence that the leadership fears the street more than it fears the deficit.

The hardline press has made former president Hassan Rouhani its target of the day. Sazandegi, the Kargozaran party daily, gives Rouhani a full-page platform under the line that the war must end with dignity. Its pull-quotes argue that drones and negotiation both defend the country and that Hormuz must become a strait of security and prosperity rather than a strait of war. Kayhan answers him in three separate items. Its special report calls him a theorist of giving everything away, says he would have turned Iran into Libya but for the Leader, and concludes that the errand boys of the American regime inside the country must be prosecuted. Its dialogue column treats each of his sentences as an American demand. Its front page carries the Tehran Friday prayer leader’s warning that no one has the right to speak in a way that smells of weakness. Nobonyad brands him as preparing a new war. The report’s assessment is that the factional fight has moved from the negotiators to the former president, and that the demand has escalated from criticism to prosecution. Kayhan is using Rouhani’s remark that a strait without ships is of no use to define any economic argument for reopening the strait as treason, which narrows the government’s room to use the strait as a bargaining chip. Farhikhtegan’s cohesion campaign around Gholam-Ali Haddad-Adel and three separate defenses of IRIB against Rouhani’s charge that it is not national are the system’s answer.

The Eastern Offer and the Axis Fronts

Qalibaf endorsed Xi Jinping’s regional security proposal on Telegram. He wrote that China’s emphasis on common security is a principle Iran has long championed, that regional countries must take their future into their own hands, and that Iran is ready. Xi’s proposal, made to Egypt’s Abdel Fattah el-Sisi, opposes external interference and supports a region-led architecture, and it also calls for safeguarding international shipping lanes. Beijing’s language therefore gives Tehran cover against U.S. basing and no cover for coercion in Hormuz. Sobh-e No and Kayhan International carried the endorsement on page one, and Sazandegi’s Hossein Marashi argued that if Iran looks east it should follow the Chinese model rather than the Russian one. The report’s reading is that Tehran is offering the Gulf a China-branded alternative to U.S. basing on the same morning it declares every U.S. base a preemptive target. The offer and the threat are aimed at the same audience, and Qatar’s UN letters are the first Gulf answer. No one on the Iranian page argues for the West.

On the axis fronts, only Yemen reaches the Iranian front pages. A Yemeni military source told the Houthi-run SABA in Sanaa that Saudi-backed concentrations are legitimate targets and that the armed forces will move to disrupt preparations for a ground war. The government-aligned SABA in Aden said its forces recaptured al-Khazan hill in Jabal Habashi and were fighting in Maqbana and al-Kadha west of Taiz, and the Interior Ministry accused the Houthis of a ballistic strike near the Mocha junction. The accounts cannot be fused, but the western Taiz-Mocha axis is active and bears on the approaches to Bab el-Mandeb. No new Yahya Saree maritime claim was identified. Kayhan headlines Yemen on the verge of taking Taiz, and Qods folds Yemen into its lead as the strategic advance that offsets the tactical retreat in Lebanon. The report’s assessment is that Tehran needs Yemen to be advancing this week because Lebanon is not. In Iraq, Ali al-Asadi of Nujaba’s political council said after consultations with Coordination Framework leaders that the movement will stay outside the political process, protect the Popular Mobilization Forces as an untouchable institution, and preserve the sanctity of resistance weapons. Baghdad’s effort to centralize armed authority still depends on an intra-Shia consensus that does not exist, and the likelier outcome is institutional separation. Akraminia’s inclusion of Iraqi Kurdistan among preemptive targets and Nujaba’s red line arrived together, which keeps Iran’s Iraqi leverage on two levels while the Iranian front pages carry nothing on Iraq.

Net Assessment

Iran has declared preemption as doctrine, priced the strait openly, and turned the Sirik wedding into moral capital for the next strike. Washington has moved its financial war from tankers to banks and is asking Russia and Turkey to choose. Between them, the Iranian press this morning is fighting over a hill in Lebanon, and the fight is really about the Islamabad memorandum, whether it secured Hezbollah or trapped Iran. The government has retreated on gasoline, the dollar is at 221,000 tomans, and the hardline press has moved from criticizing negotiators to demanding the prosecution of a former president. The system is holding its domestic front by force of narrative while its leverage abroad is priced in oil and gas. The next phase turns on whether Hezbollah answers on the ridge, whether Turkish banks de-risk, whether the currency market believes Hemmati, and, from this morning, how Tehran answers a U.S. strike on a tanker at Kharg itself.

Key Points

  1. A U.S. missile strike on an Iranian tanker at the Kharg anchorage would move the blockade from interdiction at sea to Iran’s export terminal itself. Combined with the preemption doctrine, the retaliation window is hours and the likely target is a Gulf host state (moderate confidence, since the account rests on Iranian media with no CENTCOM confirmation).
  2. Preemption is now declared Iranian doctrine. The trigger is assessed hostile preparation at a regional U.S. facility, and the target set includes concentrations of U.S. personnel, which converts every host state into a potential first target (high confidence on the declaration, moderate on the Jordan strike).
  3. Ali al-Taher is contested on the ground and has split the Iranian press between denial and indictment of the negotiators. The government camp is defending the memorandum, not conceding it (high confidence).
  4. Tehran has decided to price the strait openly and to tie its reopening to the memorandum, while Qatar has rejected Iran’s legal premise at the UN. Doha’s move, one week after its prime minister’s Tehran visit, closes the mediation channel Tehran had valued most (high confidence).
  5. Washington is attacking liquidity as well as transit. The Golden Global designation targets the conversion of Chinese oil payments in Turkey, and Hamshahri’s revenue counter-claims are unverified (high confidence on the designation, moderate on its effect).
  6. Rouhani has replaced Hemmati and Mousavi as the hardline press’s principal domestic target, and the demand has escalated from criticism to prosecution, with clerical cover from the Tehran Friday prayer leader (high confidence).
  7. Distress is measurable on the front pages. The gasoline retreat is the first visible policy reversal under press pressure since the war began, and TGJU’s rate matches the press figures (high confidence).
  8. Oil closed the week with its steepest gain since July, U.S. diesel is at a record, and Vance has ruled out talks while Iran attacks shipping. The market is pricing a longer contest, which is what Javan’s argument wants (high confidence).
  9. The Sirik wedding is being used to move the moral cost onto Trump personally and onto the U.S. public. The messaging is coordinated with the preemption doctrine and builds legitimacy for the next strike in advance (high confidence).
  10. The axis fronts are moving on their own timelines, Yemen toward a land contest west of Taiz, Iraq toward institutional separation of the factions, and Lebanon toward a fight over the Arab League draft (moderate confidence).

What to Watch

  • Kharg: CENTCOM confirmation or denial of the tanker strike, the vessel’s identity and cargo, whether Iran answers within the day against a Gulf U.S. facility or shipping, and how Kayhan, Javan, and Hamshahri frame it tomorrow against today’s claim that oil is passing through the wall of sanctions.
  • Whether the United States confirms or denies the Jordan base strike, and whether Tehran acts on assessed preparation again before any U.S. strike, in Jordan, Iraq, or the Gulf.
  • A formal Hezbollah or Revolutionary Guard statement on Ali al-Taher, whether fighting persists on the ridge, and whether Iran or Hezbollah stages a demonstrative action in the south to answer the hardline press.
  • Whether the government camp produces a Lebanon policy beyond a return to the memorandum, and whether Asr-e Iranian and Nobonyad escalate to a demand for changes in Qalibaf’s advisory team.
  • Kpler transit counts against the ten-day average, Iran’s non-compliant vessel list, and any U.S. response to the expanded list.
  • Whether Doha follows the UN letters with a public break in mediation, and how Farhikhtegan and Kayhan treat Qatar in the coming days.
  • Golden Global: Turkish regulatory action, de-risking by larger Turkish banks, and displacement of Iranian settlement to Gulf or Asian institutions.
  • The dollar against the 221,000 to 222,000 toman marker, whether the central bank names the disrupting banks, and Hemmati’s next statement.
  • Gasoline: whether the non-price line holds or a rationing formula follows, and whether Charsoo’s campaign against the so-called Saqqab plan moves to named demands.
  • Rouhani: whether the prosecution demand is picked up by the judiciary press or a Majles member, and whether Sazandegi and Etemad defend him by name.
  • Russia: any concrete Moscow step after Peskov’s refusal, the IAEA Board vote, and Iran’s reaction to a Security Council referral.
  • Yemen: the west-Taiz fighting and any move on Mocha, and resumption of Al-Masirah maritime claims.
  • Iraq: faction statements before the September 30 coalition deadline, especially from Nujaba and Kataib Hezbollah.
  • Energy: Brent against the 95 to 96 dollar band, U.S. diesel, European gas storage, and Qatari force majeure extensions.
  • U.S. domestic: the Reuters/Ipsos trend, congressional pressure, and whether the someone-else’s-war line surfaces in U.S. debate.

This post summarizes the Iran Dossier daily intelligence report on the U.S.-Israel-Iran war, Hormuz, and the Axis of Resistance, combined with the Iranian Press Monitor, for September 5, 2026 (source cut-off on the morning of September 5, updated for the Kharg tanker strike). Eighteen Iranian titles were surveyed for 14 Shahrivar 1405. Sourcing is actor-first: Iranian positions from Tasnim, ISNA, Fars, SNN, Etemad Online, the Army spokesman, the Khatam al-Anbiya statement as carried by an Iraqi agency, Araghchi’s official channel, and SABA; Hezbollah material from Al-Ahed and IRIB; Houthi and Yemeni government material from Al-Masirah, the two SABA agencies, and the Yemeni Interior Ministry; Iraqi material from 964media; Qatari positions from the Qatar News Agency and Al Jazeera; the Golden Global designation from the Treasury Department and OFAC with the bank’s response via Reuters; maritime data from Reuters citing Kpler and from United Against Nuclear Iran; energy prices from CNBC, Reuters, and Bloomberg via Rigzone; the Russian response from TASS; and U.S. opinion from the Reuters/Ipsos poll and AP. The report’s evidentiary flags are preserved here: the Kharg tanker strike rests on Iranian media alone and had no official confirmation from either side at the cut-off; Washington has not confirmed the Jordan base strike; Hamshahri’s oil-revenue figures are unverified and conflict with Reuters’ loading data; the Yemen accounts from the two sides cannot be reconciled; and Kayhan’s Zarei attributes roles to Hezbollah in Iraq and Yemen without published evidence. Party claims are identified as claims, and translations of headlines are the report’s own.