GeoMemo
WED, MAY 13 · EDT
BriefConflicts

War on Terror.

Critical · 100/100Insurgencyactive16,979 dispatches indexedlatest event May 15, 2026
20 sources·generated May 7, 2026·ICD 203?ICD 203 — Analytic TradecraftThe US Intelligence Community’s Intelligence Community Directive 203 standards: sourced claims, calibrated probability language, explicit confidence levels, alternative analysis. GeoMemo briefs follow this prompt.
Escalation
100
·Critical · /100
Events · 24h
2
-142 vs 7d avg
Fatalities · 7d
10,288
-39,330 vs prior 7d
Media divergence
·Divergence
Primary belligerent
United States
Escalation trajectory · 90 days · composite of event frequency × severity × geographic spread
31,844
total events across belligerents · 94 daily data points
Annotated milestones
1 of 4
COVID-19 PANDE2026-02-112026-03-302026-05-15
Source · intelligence_events · all severity tiersHover any annotated dot for full milestone
Fatalities · 90 days · weekly
259,186
single-side data only
2026-02-092026-05-1179,437
Source · casualties_daily aggregated by ISO week14 weeks

Bottom Line

We assess with moderate confidence that the US-Iran conflict in the Persian Gulf has reached a critical diplomatic inflection point: a 14-point memorandum of understanding is under negotiation, but Tehran has publicly rejected key US terms, and active naval operations—including a US blockade of the Strait of Hormuz (in place since April 13)—continue unabated, sustaining the maximum escalation score of 100.

Key Developments (last 24–48 hours)

  • May 7 — US and Iran are wor
Top 10
High-severity events
Severity-ranked events touching this conflict's belligerents · last 30 days
SeverityDateEventCountries
10.0May 122008 Global Financial CrisisUS
10.0May 11US-Israel War on IranUS
10.0May 9US-Israel war on IranUS
10.0May 8Nuclear ThreatUS
10.0May 6US and Israel Attack IranUS
10.0May 6US-Israel War on IranUS
10.0May 59/11 AttackUS
10.0May 3US-Iran ConflictUS
10.0May 2US-Israel Attack IranUS
10.0May 2US-Israeli War on IranUS
Top 10 shownFull dataset available via API · contact for access
Top 10
Strategic transfers
Arms, tech, and equipment flows where seller or buyer is a belligerent
DateFlowEquipmentTypeStatus
May 8USCNNvidia AI serverscritical tech transferproposed
May 4USDPRK-linked threat intelligenceintelligence sharingdelivered
Apr 29USCNsemiconductorcritical tech transferannounced
Apr 29USCNsemiconductorcritical tech transferannounced
Apr 27USAPG-66 and APG-68arms salecontracted
Apr 27USAPG-66 and APG-68arms salecontracted
Apr 24USROAmerican artificial intelligence-based drone defense systemtech transferproposed
Apr 23TWUSA13 chip processcritical tech transferproposed
Apr 22USKRsatelliteintelligence sharingannounced
Apr 22USKRsatelliteintelligence sharingannounced
Top 10 shownFull dataset available via API · contact for access
Top 10
Critical resource flows
Oil, lithium, semiconductors, rare-earth, and other strategic commodities
MineralCountryStageReservesGlobal %
Helium· Galactica-PegasusUnited Statesprocessing40.0%
Helium· LaBargeUnited Statesprocessing40.0%
HeliumUnited Statesprocessing40.0%
Lithium· Albemarle Corp lithium mineUnited Statesrefining2.1%
Lithium· AppalachiansUnited Statesrefining2.1%
Lithium· ArkansasUnited Statesrefining2.1%
Lithium· Aurora Uranium projectUnited Statesrefining2.1%
Lithium· Black MountainUnited Statesrefining2.1%
Lithium· Carolina LithiumUnited Statesrefining2.1%
Lithium· ioneer Ltd lithium projectUnited Statesrefining2.1%
Top 10 shown · global share % = country’s share of worldwide production at this stageFull dataset via API · contact
No dispatches indexed for this conflict in the last 30 days.
Methodology

This brief was drafted daily by Claude Opus/Haiku under an ICD 203 analytic-tradecraft prompt: bottom line up-front, calibrated probability language (“likely,” “highly likely”), explicit confidence levels, and alternative-analysis sections. Drawn from 20 dispatches across 18 publications, stored in our ingestion pipeline across strategic_events, intelligence_events, threat_assessments, and entity_relationships.

Event volume and casualty counts key off US as the country anchor. Casualty figures above 100,000/day are filtered as extraction outliers pending manual review.

Sources· 20 dispatches· 18 publications
  1. 1.Traders UnionNatural gas back under pressure after rebound
  2. 2.TorFX NewsUK local elections to pressure the pound today?
  3. 3.LiteFinanceUS Dollar Softens on Hopes for US–Iran Agreement. Forecast as of 07.05.2026
  4. 4.equiti.comUS Dollar Weakens as Middle East De-escalation Hopes Rise
  5. 5.VT MarketsDollar Steadies as Iran Deal Hopes Fade
  6. 6.InteractiveCryptoHopes for an Imminent End to the US-Iran War Weigh on the Dollar
  7. 7.The Arkansas Democrat-GazetteMarkets surge as oil prices fall 7.8%
  8. 8.Seeking AlphaEurope equities mostly higher amid hopes of U.S.-Iran peace deal (EUR:USD:)
  9. 9.CNBCJapan may have fired its yen bazooka twice, but markets are testing Tokyo’s resolve
  10. 10.MSNStock index futures muted as traders await potential US.-Iran peace deal updates
  11. 11.Malay MailJapan fires missiles in Philippines drills near Taiwan, drawing China backlash
  12. 12.Hindustan TimesScared France Navy tries to interfere in Hormuz, but stops aircraft carrier far away from Iran | Videos
  13. 13.DevdiscourseHigh-Stakes Diplomacy: Trump and Xi's Beijing Summit in Focus
  14. 14.Saudi GazetteNorth Korea says it is not bound by any treaty on nuclear non-proliferation
  15. 15.Seoul Economic DailyNorth Korea Gasoline Prices Surge Past South Korea Amid Middle East Tensions
  16. 16.RealClearDefenseThe Strategic Importance of Critical Maritime Infrastructure
  17. 17.The GlobalistWill Xi Jinping Follow the Paths of Putin and Trump?
  18. 18.Yeni Safak EnglishIran denies attack on South Korean vessel in Strait of Hormuz
  19. 19.Yeni Safak EnglishIran says ports ready to aid ships in Hormuz amid US blockade
  20. 20.MSNIran rejects US-backed UN resolution as talks stall