Gregg Carlstrom

@glcarlstrom.bsky.social

Middle East correspondent at The Economist.

A bit of nuance on regional reactions: plenty of people in the Middle East are happy to see Iran hit. They are also deeply worried about what comes next. But Lebanese, Syrians, Yemenis etc. who suffered for years because of the Islamic republic are glad to see it bloodied. 🧵

On further steps Iran might take after the IAEA censure vote: "Sources in Tehran indicated to @amwajmedia.bsky.social that the 'special measures' may include the expulsion of foreign inspectors. Such a step would be a major escalation and potentially cross US red lines." amwaj.media/en/article/i...

Iran-US talks on edge amid signs of escalation ahead

On the eve of a fateful vote by the International Atomic Energy Agency (IAEA) Board of Governors, tension over the future of the Iranian nuclear program is spiraling. In an unusual step, the US has or...

amwaj.media

The US embassy in Israel today instructed staff and their families not to travel outside greater Tel Aviv, Jerusalem and Be'er Sheva. It issued similar restrictions in April and October last year after the Iranian ballistic-missile attacks on Israel

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Exactly right: "Regardless of the location, it is hard to see why Saudi Arabia would entertain a significant nuclear partnership with Iran—let alone one that hands the Islamic republic dominance over a sector the kingdom is keen to develop and control." amwaj.media/en/article/d...

Deep Dive: Why Saudi Arabia shies away from nuclear consortium with Iran

The idea of a regional nuclear consortium is gaining momentum as Iran and the United States explore ways to advance their negotiations over the future of the Iranian atomic program. Following the rece...

amwaj.media

One other thing: worth noting that US media leaks overnight were non-specific. No intel about Israel taking operational steps for an imminent strike. Just that it was "considering military action" or "fully ready" to strike, which is common knowledge www.cbsnews.com/news/israel-...

Israel is poised to launch operation on Iran, multiple sources tell CBS News

U.S. officials have been told Israel is fully ready to launch an operation into Iran, multiple sources say.

cbsnews.com

Don't have a clear answer what's happening with US/Iran (no one who's talking about it publicly does!) but will just say that last night's news can be, simultaneously, a stunt to pressure Iran to make concessions *and* the kind of concrete step you'd take before military action

All of the "flaws" here were entirely predictable. "The military and GHF had prepared for smaller crowds than the tens of thousands who have come to the sites" — what on earth did they expect, setting up only a handful of centers to serve 2m people? www.wsj.com/world/middle...

A Flawed Attempt at Delivering Gaza Aid Led to a Wave of Deaths

The Gaza Humanitarian Foundation was created to get food quickly to those who need it most. It soon ran into trouble.

wsj.com

Couple of thoughts here, beyond pointless hand-wringing about how this is an enormous breach of diplomatic norms (🫠). If Huckabee is personally intervening to try and save the Israeli government, it tells you how worried Netanyahu is about losing his coalition www.timesofisrael.com/us-ambassado...

US Ambassador Huckabee said meeting with Haredi MKs in bid to prevent coalition’s fall

Israeli TV says US envoy told ultra-Orthodox figures that 'gov't stability is important for addressing the Iran issue,' said elections would make it more difficult to back Israel

timesofisrael.com

Iran shipped less oil to China in May, at least according to preliminary data, but it seems unclear how much of that is due to tighter sanctions and how much is down to weak demand + refiners that stockpiled Iranian oil earlier in the year. www.bloomberg.com/news/article...

Iran Oil Flows to China Fall on Sanctions, Refinery Maintenance

Iran is shipping less oil to China, as toughening sanctions snarl the OPEC producer’s shipments and refinery demand falls in the world’s biggest fossil fuel importer.

bloomberg.com

"As leaders from Abu Dhabi, Doha and Riyadh competed to pledge trillions of dollars for US investments during President Donald Trump’s recent visit to the Middle East, bankers behind the scenes quietly agreed: Saudi Arabia isn’t the draw it once was." www.bloomberg.com/news/feature...

Saudi Arabia's Hurdles at Home Are Reshaping the Mideast Financial Order

Bankers and business leaders are shifting more attention toward the kingdom’s neighbors in the Gulf as it grapples with lower oil prices and weakening finances.

bloomberg.com

If you force large crowds of desperate people to congregate in a war zone in the hope they can obtain scarce aid, it's going to end badly. This isn't just an issue of needing better signage or fences or something. It's a problem with the entire GHF concept www.timesofisrael.com/gaza-aid-gro...

Gaza aid sites to be closed for day as GHF seeks to bolster security after shootings

Organization says it's working to accommodate larger crowds and has made a series of requests to IDF aimed at boosting safety measures after 3 straight days of mass-casualty incidents

timesofisrael.com

The same issues as ever: "A senior Hamas official said the deal contradicted previous discussions between the group and Witkoff. The official told the BBC that the offer did not include guarantees the temporary truce would lead to a permanent ceasefire." www.bbc.com/news/article...

Hamas official says it rejects new US Gaza ceasefire plan backed by Israel

The US says Israel has "signed off" on envoy Steve Witkoff's plan and that it is waiting for a formal response from Hamas.

bbc.com

So an obscure court blocked most of Trump's tariffs, but he can use a different authority to reinstate limited tariffs for five months and start laying the groundwork for open-ended ones on big trading partners. Great news for businesses, who famously love chaos and uncertainty

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For all of Witkoff's optimism yesterday, the sticking points here are basically the same as always. Hamas wants a permanent ceasefire in Gaza; Israel does not. Hamas wants to keep hostages as leverage until the end of the deal; Israel wants them out immediately.

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