Mere hours before Trump’s 8pm Tuesday deadline yesterday, Pakistan’s government contacted Iran with a US-written proposal for a two-week ceasefire, explicitly stated to also include Lebanon, during which they would negotiate a permanent end to the war on the basis of Iran’s 10 Points. Among other things, these points include 1) maintaining strict control (joint with Oman) over Hormuz, complete with a toll; 2) the end of sanctions on Iran; 3) keeping their enriched uranium; 4) a withdrawal of US forces from the Middle East [stated by the Supreme Leadership Council but not in the 10 Points, so who knows], and 5) some plausible guarantee that Iran would never be attacked again. I’ve heard rumors that China may have prodded Iran to accept these terms.
In theory, these are relatively confident and maximalist demands. In practice, Iran has already achieved military and economic control over Hormuz and the withdrawal of many US troops and bases from the region, so at least a few of Iran’s demands are, to a greater or lesser extent, already achieved, and with little hope for an increasingly exhausted US to undo these achievements short of nukes.
A couple hours after the ceasefire, the Zionist entity began a wave of airstrikes in Lebanon, killing hundreds of civilians, as well as flying drones into Iranian airspace. This was a strange move to make even if you assume - very sensibly - that the US is completely agreement non-capable: why not agree to the ceasefire and simply pretend to negotiate for two weeks while regrouping/repairing what assets you can and then start hitting Iran again?
One theory is that the Zionists are testing to what degree Iran is actually willing to have solidarity with Lebanon and Hezbollah. While the Resistance has been relatively united since October 7th, the formation of separate peaces instead of negotiating terms as a united front has been a major exploitable weakness. Alternatively, it’s been proposed that the US didn’t even consider using the ceasefire to regroup and deceive Iran, and that Trump merely wanted a way to chicken out of his threat on Iran’s electrical grid - the fact that US officials have since stated that Iran’s 10 Points were not the same ones they agreed to is a point supporting this, I suppose. If the conflict resumes and Trump does not deliver another 48 hour deadline (and/or makes it something silly like a month from now) then this could be the explanation.
From Iran, I am getting the sense that a lot is happening behind the scenes. Statements from top officials like Araghchi have stated quite plainly that there will be no ceasefire and no negotiations unless the Zionists stop attacking Lebanon, but as of ~24 hours after the ceasefire began, there has been no significant military response from Iran yet. There have apparently been phone calls between Araghchi and numerous regional officials, but it is unknown to what end. All the while, the global economic situation continues to deteriorate. Over the next week or two, the last tankers that left Hormuz before it closed will arrive at their destinations. If the missile exchanges begin once more, then the West, much like most of the rest of the world, will be experiencing all sorts of fuel, energy, food, and product shortages while trying to justify why they broke the ceasefire to kill more Lebanese civilians.
Last week’s thread is here.
The Imperialism Reading Group is here.
Please check out the RedAtlas!
The bulletins site is here. Currently not used.
The RSS feed is here. Also currently not used.
The Zionist Entity's Genocide of Palestine
Sources on the fighting in Palestine against the temporary Zionist entity. In general, CW for footage of battles, explosions, dead people, and so on:
UNRWA reports on the Zionists’ destruction and siege of Gaza and the West Bank.
English-language Palestinian Marxist-Leninist twitter account. Alt here.
English-language twitter account that collates news.
Arab-language twitter account with videos and images of fighting.
English-language (with some Arab retweets) Twitter account based in Lebanon. - Telegram is @IbnRiad.
English-language Palestinian Twitter account which reports on news from the Resistance Axis. - Telegram is @EyesOnSouth.
English-language Twitter account in the same group as the previous two. - Telegram here.
Mirrors of Telegram channels that have been erased by Zionist censorship.
Russia-Ukraine Conflict
Examples of Ukrainian Nazis and fascists
Examples of racism/euro-centrism during the Russia-Ukraine conflict
Sources:
Defense Politics Asia’s youtube channel and their map. Their youtube channel has substantially diminished in quality but the map is still useful.
Moon of Alabama, which tends to have interesting analysis. Avoid the comment section.
Understanding War and the Saker: reactionary sources that have occasional insights on the war.
Alexander Mercouris, who does daily videos on the conflict. While he is a reactionary and surrounds himself with likeminded people, his daily update videos are relatively brainworm-free and good if you don’t want to follow Russian telegram channels to get news. He also co-hosts The Duran, which is more explicitly conservative, racist, sexist, transphobic, anti-communist, etc when guests are invited on, but is just about tolerable when it’s just the two of them if you want a little more analysis.
Simplicius, who publishes on Substack. Like others, his political analysis should be soundly ignored, but his knowledge of weaponry and military strategy is generally quite good.
On the ground: Patrick Lancaster, an independent and very good journalist reporting in the warzone on the separatists’ side.
Unedited videos of Russian/Ukrainian press conferences and speeches.
Pro-Russian Telegram Channels:
Again, CW for anti-LGBT and racist, sexist, etc speech, as well as combat footage.
https://t.me/aleksandr_skif ~ DPR’s former Defense Minister and Colonel in the DPR’s forces. Russian language.
https://t.me/Slavyangrad ~ A few different pro-Russian people gather frequent content for this channel (~100 posts per day), some socialist, but all socially reactionary. If you can only tolerate using one Russian telegram channel, I would recommend this one.
https://t.me/s/levigodman ~ Does daily update posts.
https://t.me/patricklancasternewstoday ~ Patrick Lancaster’s telegram channel.
https://t.me/gonzowarr ~ A big Russian commentator.
https://t.me/rybar ~ One of, if not the, biggest Russian telegram channels focussing on the war out there. Actually quite balanced, maybe even pessimistic about Russia. Produces interesting and useful maps.
https://t.me/epoddubny ~ Russian language.
https://t.me/boris_rozhin ~ Russian language.
https://t.me/mod_russia_en ~ Russian Ministry of Defense. Does daily, if rather bland updates on the number of Ukrainians killed, etc. The figures appear to be approximately accurate; if you want, reduce all numbers by 25% as a ‘propaganda tax’, if you don’t believe them. Does not cover everything, for obvious reasons, and virtually never details Russian losses.
https://t.me/UkraineHumanRightsAbuses ~ Pro-Russian, documents abuses that Ukraine commits.
Pro-Ukraine Telegram Channels:
Almost every Western media outlet.
https://discord.gg/projectowl ~ Pro-Ukrainian OSINT Discord.
https://t.me/ice_inii ~ Alleged Ukrainian account with a rather cynical take on the entire thing.


I don’t think it’s meaningful to speculate on what red lines Iran (or any other country for that matter) has. Since misdirection, deception, and subterfuge are deployed in politics and certainly during warfare which is just politics through other means, no country or party will truthfully state all of their actual red lines, especially during times of war. There’s going to be at least three categories:
red lines that are publicly stated
fake red lines that are publicly stated for deceptive reasons
red lines that are not publicly stated but either communicated through private channels or just not revealed because revealing them would expose weakness that the red line is addressing
Throw in “black lines” and you have an even greater clusterfuck like black lines being deceptively portrayed as red lines, red lines being deceptively portrayed as black lines, fake black lines used to bait the opposition into focusing on a fake weakness, etc, and it just all becomes completely useless from a complete outsider to speculate on.
A recent video put out by Richard Medhurst (I think you linked that video here) demonstrates this. His analysis is that the US actually doesn’t want the strait to reopen. The US demanding that the strait reopen or else is the fake red line. The real red line Iran could cross would be Iran reopening the strait and charging a low enough toll that shippers won’t leave WANA for the US.
His analysis also suggests that ceasefire talks are worthless because Iran could simply take the initiative and reopen the strait to select shippers instead of waiting for another party that pretends to care about reopening the strait but actually doesn’t want the strait to be reopen in the first place. I think this is a much stronger argument of the ceasefire being a waste of time.