Brett Erickson
5.5K posts

Brett Erickson
@BrettErickson28
Managing Principal, Obsidian Risk Advisors Board Member: DePaul, Seton Hall, Loyola Chicago Featured in WSJ, NYT, WaPo, Bloomberg [email protected]


The US Navy successfully blocked numerous sanctions violators off the east coast of Oman. In this visible example, the cargo‑empty Aframax tanker LEVIN (9293155), which normally transports a lot of Iranian oil, was pursued by a US Navy vessel after being redirected back into the Arabian Sea. That said, we saw multiple non‑sanctioned, Iran‑linked tankers enter the blockade perimeter because US OFAC still has not sanctioned them. There are currently 49 such tankers within the perimeter. #OOTT #IranWar #Tankers





Folks, I feel like a broken record, but Iran won’t reach a sound nuclear deal after 30 days of so-called “confidence building” (i.e., bribery via unfrozen assets), nor after removal of U.S. forces. A credible nuclear deal must include Iran's commitment to the following, under full supervision and verification: ▶️Recovery and export of all 9,000+ kg of Iran’s UF6 stocks—including the 440 kg of 60% HEU—currently entombed in Esfahan, Natanz, and Fordow. This material could be returned as needed in the form of low-enriched uranium fuel rods for Iran’s research and power reactors. ▶️Full and permanent dismantlement, export, or in-place destruction of Iran’s uranium enrichment assets, including centrifuges, related components, and all centrifuge manufacturing capabilities. The same standard should apply to plutonium production assets, with the exception of non-proliferation-sensitive reactors. ▶️A permanent ban on uranium enrichment and reprocessing. ▶️Dismantlement or destruction of all nuclear facilities tied to the above programs, including underground sites such as the Esfahan tunnel enrichment plant and the Pickaxe Mountain facility. In addition: ▶️A complete, accurate, and comprehensive Iranian declaration of its entire nuclear program—including all past nuclear weapons-related work, sites, activities, and assets—along with verified termination of any weaponization efforts. ▶️Anywhere, anytime IAEA inspections—including at military sites when required—along with full access to equipment, personnel, and documentation. That is what a genuine deal looks like, and how a state behaves when it has verifiably abandoned the pursuit of nuclear weapons. Anything short of this is not worth sanctions relief, lifting the blockade, or ceasing the conflict. For more, see: fdd.org/analysis/2026/… wsj.com/opinion/iran-d…




BREAKING: An Iranian source close to the negotiating team says claims of a "final draft" US-Iran agreement are false, the talks are in "permanent deadlock," due to the US insistence on nuclear negotiations, Iran has "no desire to even continue negotiations," and the "conflict could start at any moment." Iranian Foreign Ministry spokesperson Esmail Baghaei has also called today's claims of nuclear discussion "merely media speculation."



If the blockade is causing so much pain on Iran, how come they have zero interest whatsoever in negotiating? Oh that’s right, because a regime that has been under severe economic pressure for 47 years was NEVER going to fold in the face of slightly more pressure for a couple of months when they hold once in a lifetime leverage with their control over the Strait. It’s time for the White House to get new advisors.





President Trump again today was firm and unequivocal that Iran will not be allowed to continue to possess over 900 lbs. of highly enriched uranium. Iran could use it to make a dirty bomb or in the future could potentially weaponize it at 90 percent. He again today reinforced his determination not to allow Iran to have a path to a nuclear weapon. There is no path to a nuclear weapon without enrichment capability. The president has been insistent that Iran not be allowed to enrich because of their history of cheating. This along with the stated goal to make sure Iran cannot continue to support terrorist proxies are, in my view, the red lines for negotiations for good reason. Time will tell.







