GeoMemo
WED, MAY 13 · EDT
BriefConflicts

Irán war.

Critical · 100/100Waractive7,367 dispatches indexedlatest event May 12, 2026
20 sources·generated May 8, 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
117
-27 vs 7d avg
Fatalities · 7d
5,296
-11,632 vs prior 7d
Media divergence
·Divergence
Primary belligerent
Iran
Escalation trajectory · 90 days · composite of event frequency × severity × geographic spread
17,331
total events across belligerents · 91 daily data points
Annotated milestones
1 of 4
US-ISRAELI WAR2026-02-122026-03-292026-05-13
Source · intelligence_events · all severity tiersHover any annotated dot for full milestone
Fatalities · 90 days · weekly
532,139
single-side data only
2026-02-092026-05-1193,924
Source · casualties_daily aggregated by ISO week14 weeks
Market signal · Brent crude
USD/bbl · live data pending

Bottom Line

We assess with high confidence that the US-Iran war has entered a dangerous new escalation phase following direct military exchanges in the Strait of Hormuz, imperiling a month-old ceasefire and driving Brent crude back above $100/barrel. The conflict is generating severe second-order economic shocks across global markets, energy supply chains, and food systems, with no credible diplomatic off-ramp visible in the next 72 hours.

Key Developments (last 24–48 hours)

  • **May
Top 10
High-severity events
Severity-ranked events touching this conflict's belligerents · last 30 days
SeverityDateEventCountries
10.0May 11US-Israeli War on IranIR
10.0May 10US-Iran ConflictIR
10.0May 9US-Israel War on IranIR
10.0May 9US/IL strike IranIR
10.0May 8Israel-Iran ConflictIR
10.0May 4US/IL War on IranIR
10.0May 3Potential US Ground WarIR
10.0May 2US-Israeli war on IranIR
10.0May 2Assassination of Iran's Supreme LeaderIR
10.0May 2US-Israel aggressionIR
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
Apr 17IRYEmissilecritical tech transferdelivered
Apr 17IRYEmissilecritical tech transferdelivered
Apr 17CNIRX-band radartech transferproposed
Apr 17IRUSuraniumcritical tech transferproposed
Apr 17RUIRmissilearms saleproposed
Apr 17CNIRmissilearms saleproposed
Apr 17CNIRdual-use technologiestech transferdelivered
Apr 17CNIRX-band radar systemsarms saleproposed
Apr 16CNIRmissilecritical tech transferproposed
Apr 16CNIRmissilecritical tech transferproposed
Top 10 shownFull dataset available via API · contact for access
Top 10
Critical resource flows
Oil, lithium, semiconductors, rare-earth, and other strategic commodities
Critical resource exposure · pipeline pending
Critical-resource exposure tracking (oil, lithium, semiconductors, rare-earth, graphite) is being wired into the per-conflict view. Sign up for the API beta to be notified when the dataset is live.
Contact for API access
Threat board
Linked Bayesian threats
Probability-tracked threats tied to Iran · 2 active
conflict
Middle East regional war expansion
88% 7.9pp
7-day Bayesian update
nuclear
Iran nuclear escalation
87% 15.5pp
7-day Bayesian update
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 IR 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.The StarForeign central banks boost share of Malaysian bonds to record
  2. 2.world.infonasional.comGlobal Investors Boost Holdings of Malaysian Sovereign Bonds
  3. 3.Investing.com India$7 Billion in Oil Bets Under Investigation
  4. 4.Investing.com AustraliaEuro Rates and the War
  5. 5.Investing.com AustraliaS&P 500: Bulls Eye New Highs on Renewed US-Iran Hopes and AI Hype
  6. 6.Profit by Pakistan TodayPSX falls as renewed US-Iran tensions shake investor sentiment
  7. 7.Business RecorderKSE-100 sheds nearly 1% as tensions flare between US and Iran
  8. 8.Anadolu AjansıOil gains as Hormuz incidents revive global supply concerns
  9. 9.BizcommunityThe Israel/US-Iran war is hitting South Africa hard – our oil dependency is why
  10. 10.Economy Middle EastStock market today: Japan's Nikkei, KOSPI fall from record highs on renewed Mideast tensions as Wall Street futures rise on tech strength
  11. 11.朝日新聞Asian stocks fall and oil prices climb after attacks imperil the ceasefire with Iran
  12. 12.WSJOil Back Above $100, U.S. Futures Up as U.S.-Iran Tensions Escalate
  13. 13.Rockford Register StarHow will the war with Iran impact Midwest farming?
  14. 14.TMGMNZD/USD rises to near 0.5950 as risk-on mood supports New Zealand Dollar
  15. 15.investingLiveJapanese yen slowly erases intervention-driven gains as macro backdrop remains negative
  16. 16.MSNTreasury yields ease as investors assess Iran war's impact on economic outlook
  17. 17.Japan Wire by Kyodo NewsOPINION: Japan lifts curbs on weapons exports, but strict safeguards are essential
  18. 18.AudacyAlarmed ASEAN leaders discuss crisis plan to mitigate backlash from Middle East war
  19. 19.world.infonasional.comMilitary force has got the US nowhere with Iran – here is what a realistic negotiation would look like
  20. 20.The Friday TimesFrom Conflict To Confidence: Pakistan’s Rise Since Marka-E-Haq