🔥 Diplomacy on Mute, Deterrence on Full Volume
Trump: “Very good and productive conversations.”
Tehran (via Al Jazeera): Explosions described as “unprecedented.”
Trump: “All military strikes on Iranian power plants postponed.”
IDF: “Wide-scale strikes underway on infrastructure targets in Tehran.”
Trump: “Iran wants to finalise the deal.”
Iran’s Defence Council: “All communication lines in the Persian Gulf will be mined.”
Trump: “Talks will continue throughout the week.”
On Ground Reality: Strikes intensifying across Khorramabad, Tabriz, Isfahan, Karaj, Ahvaz, Bandar Abbas
⚖️ Market Takeaway
Selective De-escalation: Power plants spared—for now
Broad Escalation: Everything else remains a target
Narrative vs Reality
Divergence: Diplomacy signalling calm; military actions signalling acceleration
Conclusion:
👉 This is not a ceasefire
👉 This is segmentation of conflict
