Gregory Brew

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Gregory Brew

Gregory Brew

@gbrew24

Senior Analyst, Iran and Oil @EurasiaGroup. Formerly @ISSYale. Author of "The Struggle for Iran" and "Petroleum and Progress in Iran." Views my own.

Katılım Ekim 2012
4.2K Takip Edilen57.7K Takipçiler
Gregory Brew
Gregory Brew@gbrew24·
Not seeing many signs of the strait closing. Traffic is still subdued compared to pre-war level, but ships are still moving through. Iranians have not yet taken action to enforce their announcement (apart from threats).
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Arash Azizi آرش عزیزی
Real drama in Tehran
انتخاب@Entekhab_News

پخش تقطیع‌شده‌ی نامه‌های رهبری در صداوسیما؛ نبویان به سیم آخر زد! ساعاتی پیش، نبویان نماینده‌ی تندرو‌ مجلس، با حضور در صداوسیما مشغول قرائت بخشی از نامه‌های «به کلی سری» مربوط به رهبر انقلاب شد. نبویان با انتخاب بخش‌هایی از نامه و حذف عامدانه‌ی بخش‌های دیگر که شامل چندین نامه و مکاتبه بود، نقل‌قول‌هایی ناقص و تقطیع شده منسوب به رهبری را در تلویزیون منعکس کرد. اگرچه این برنامه‌ی سازماندهی شده در صداوسیما یک‌باره از آنتن زنده خارج و «قطع» شد اما رسانه‌های پرتعداد منسوب به این جریان، با ضریب دادن به این اظهارات تقطیع‌شده، به تحریکات علیه تیم مذاکره‌کننده که هم‌اینک عازم ژنو شده‌اند، دامن زدند. مشخص نیست نبویان چگونه به نامه‌های محرمانه دسترسی پیدا کرده است، اتفاقی که مسبوق به سابقه بوده و به نظر می‌رسد مستلزم ورود نهادهای نظارتی است./ انتخاب

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Gregory Brew
Gregory Brew@gbrew24·
Nabavian really spiraling (Entekhab almost giddy in its reporting).
انتخاب@Entekhab_News

پخش تقطیع‌شده‌ی نامه‌های رهبری در صداوسیما؛ نبویان به سیم آخر زد! ساعاتی پیش، نبویان نماینده‌ی تندرو‌ مجلس، با حضور در صداوسیما مشغول قرائت بخشی از نامه‌های «به کلی سری» مربوط به رهبر انقلاب شد. نبویان با انتخاب بخش‌هایی از نامه و حذف عامدانه‌ی بخش‌های دیگر که شامل چندین نامه و مکاتبه بود، نقل‌قول‌هایی ناقص و تقطیع شده منسوب به رهبری را در تلویزیون منعکس کرد. اگرچه این برنامه‌ی سازماندهی شده در صداوسیما یک‌باره از آنتن زنده خارج و «قطع» شد اما رسانه‌های پرتعداد منسوب به این جریان، با ضریب دادن به این اظهارات تقطیع‌شده، به تحریکات علیه تیم مذاکره‌کننده که هم‌اینک عازم ژنو شده‌اند، دامن زدند. مشخص نیست نبویان چگونه به نامه‌های محرمانه دسترسی پیدا کرده است، اتفاقی که مسبوق به سابقه بوده و به نظر می‌رسد مستلزم ورود نهادهای نظارتی است./ انتخاب

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Gregory Brew
Gregory Brew@gbrew24·
Why assume there is a discrepancy between the military declaring the strait "closed" while a delegation (likely to include Qalibaf, who is very IRGC-aligned) departs for Geneva? If anything, the two announcements following one another suggests coordination--Iran demonstrating resolve and exercising leverage as negots commence.
Alex Plitsas 🇺🇸@alexplitsas

My feed. This is all over the place and the civil military divide in Iran between the IRGC and civilian leaders continues to rear its ugly head

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Gregory Brew
Gregory Brew@gbrew24·
Perhaps. But it's not Iran or the US who decide that the strait is open--it's shipping and insurance companies. Since Wednesday the number of vessels moving through (esp. on the southern route, which JMIC has recommended) has increased. Will the Iranian announcement be enough to deter them? Or will Iran need to resort to force and directly violate the MOU's terms?
Jason Brodsky@JasonMBrodsky

"A senior U.S. defense official said the U.S. military is still not seeing any Iranian military movements on the ground that reflect a potential "closing' of the strait." It doesn't matter. Just the announcement itself is sufficient to deter use of the Strait of Hormuz. axios.com/2026/06/20/ira…

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Gregory Brew
Gregory Brew@gbrew24·
Also: the fact that this announcement came simultaneous with news that an Iran delegation was heading to Geneva suggests there's a domestic angle here. Leadership doesn't want to look like they are abandoning leverage or making concessions without reciprocal steps from US.
Gregory Brew@gbrew24

If this is real (and not just some more posturing ahead of talks in Switzerland), it may serve as a major test of Iran's "new status quo" in the strait. Shipping had begun moving again since Weds, JMIC had lowered threat level, demining had commenced. Can Iran close the strait with threats, or will it need to return to using force to stop the flow of traffic?

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Gregory Brew
Gregory Brew@gbrew24·
If this is real (and not just some more posturing ahead of talks in Switzerland), it may serve as a major test of Iran's "new status quo" in the strait. Shipping had begun moving again since Weds, JMIC had lowered threat level, demining had commenced. Can Iran close the strait with threats, or will it need to return to using force to stop the flow of traffic?
Gregory Brew@gbrew24

Iran joint military HQ (Khatam al-Anbiya):

"In view of the blatant bad faith and breach of covenant by America regarding the failure to implement the first article of the end-of-war agreement, and in reaction to the relentless and continuous violation of the ceasefire by the Zionist regime in southern Lebanon...the failure of the Zionist occupying forces to withdraw from the territories of southern Lebanon, it is announced that the Strait of Hormuz will be closed to the passage of vessels."

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Gregory Brew
Gregory Brew@gbrew24·
Iran joint military HQ (Khatam al-Anbiya):

"In view of the blatant bad faith and breach of covenant by America regarding the failure to implement the first article of the end-of-war agreement, and in reaction to the relentless and continuous violation of the ceasefire by the Zionist regime in southern Lebanon...the failure of the Zionist occupying forces to withdraw from the territories of southern Lebanon, it is announced that the Strait of Hormuz will be closed to the passage of vessels."
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Gregory Brew
Gregory Brew@gbrew24·
Real question as to whether Trump's tone starts to change when we're a few months, oil is low, the market is stable, nuclear negots are stuck, and Israel's prime minister (whoever that may be) starts leaning towards resuming strikes.
Alex Ward@alexbward

Something worth thinking about re: Trump’s current Iran stance. He said he wanted to end the war to avoid “economic catastrophe” and avoiding becoming the next Hoover. But he also said if Iran violates MOU-based process, he’d bomb Iran…which could restart war.

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Gregory Brew
Gregory Brew@gbrew24·
JMIC keeps status of SOH at MODERATE: "Mariners are advised that they may transit the southern route day or night with their AIS on, radars radiating, running lights on, and normal use of VHF."
Gregory Brew tweet media
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Gregory Brew
Gregory Brew@gbrew24·
They'll likely meet Araghchi there--it's unlikely they would be traveling if they weren't confident someone on the Iranian side was going too. FWIW Kushner/Witkoff-Araghchi is not Vance-Qalibaf. Talks will happen but at a lower level.
Clash Report@clashreport

Trump envoys Steve Witkoff and Jared Kushner are heading to Switzerland for possible nuclear talks with Iran. The talks, originally planned for Friday, were delayed due to fighting between Israel and Hezbollah, and a new date has not been confirmed. Qatari Prime Minister Mohammed bin Abdulrahman Al Thani, a key mediator, is also in Switzerland. Source: Axios

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Gregory Brew
Gregory Brew@gbrew24·
Kpler tracking showing at least a dozen laden Iranian oil tankers exiting the Sea of Oman, carrying more than 20 million bbls. At current prices, worth about $1.6 billion.
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Gregory Brew
Gregory Brew@gbrew24·
@INTELonIRAN It is notable that Radan survived, out of any internal security official I would have thought his removal would have been an Israeli priority. He also kept making public appearances during the war.
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Mark Pyruz
Mark Pyruz@INTELonIRAN·
BG Radan, remains cdr. of FARAJA BG2 Mosaddegh, remains cdr. of Special Unit BG Hassanzadeh, remains IRGC cdr. of Mohammad Rasulullah Corps However, the Basij Cdr. and 2nd in command were removed by airstrike. Observed from onset: established GLOC to organized resistance elements a logistical requirement, and some level of buy-in from border country, government.
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