Clarity before
consensus.
SITREPS
2 entriesSep 28, 2026Rezaei's deadline expires without a Hormuz reopening. Argentina's external front tightens as Polo nears Mexico.Rezaei's deadline expired with no order to reopen Hormuz, Tehran is awaiting a definitive position through the mediators and Trump expects more indirect talks this week, while the IRGC's claim of action against 19 ships remains unconfirmed by UKMTO. In Latin America, Titan can seek attachments against Argentina from today with country risk at 609 basis points, Hurricane Polo is expected to make landfall in Baja California Sur as a Category 2, and Colombia killed a Segunda Marquetalia political-financial leader while turning to the IMF.Sep 27, 2026Hormuz stays shut after Trump's public no. Argentina's external front opens on two sides.Trump publicly rejected Iran's seven-day plan and is leaning toward strikes after the midterms, while Tehran says the mediators have transmitted nothing and a reported naval clash off Qeshm/Sirik remains unconfirmed by UKMTO. In Latin America, London answers Milei with explicit deterrence over the Falklands, Chile distances itself, and a US judge clears asset attachments against Argentina with country risk above 600 basis points.