· 'Guardian angel of the strait' — Trump claims the US will run Hormuz, reimbursed
· Iran's morning wave hits Jordan, Bahrain, Kuwait; warning shots stop two ships
· The Ahmadinejad file: Mossad's failed kingmaking, the asset under IRGC house arrest
· Graham Day 2 — Johnson takes Budget, Approps flips, the NDAA wobbles
· Brent prints $78 as the Monday gap arrives; France-Spain tomorrow in Dallas
THE CLAIM — 'The guardian angel of the strait, and we should be reimbursed.' Washington states a war aim that mirrors Tehran's: two toll regimes over one waterway. The overnight wave intercepted across Jordan, Bahrain and Kuwait; the revenge doctrine hardens to 'binding command.' What holds it to +1: a lighter Monday target set, Kharg untouched, Qatar and Oman alive. Conflict +1 to 83.
THE WATER — the gap printed: Brent $78-79, hike bets back at a 4.57% ten-year. The harder read is 14 transits Sunday and the 26/26/5 split — a parallel transit regime consolidating in Tehran's favor, Japan's seven ships out bilaterally. Alignment, not law, buys passage. Energy +2 to 78; Kharg reprices up, a reopened lane unwinds down.
THE FILE — the Ahmadinejad expose is the regime-change autopsy of record: Mossad kingmaking that failed, a Kurdish column that never marched, an asset under IRGC house arrest. The consequence lands in Tehran's favor — it licenses the counterintelligence purge, squeezes the pragmatists, and hands the revenge doctrine its evidentiary predicate.
THE ARITHMETIC — Graham Day 2: Johnson takes Budget over a $350B war reconciliation, Approps flips 13-14, the NDAA tracks toward defection, Blanche one vote from deadlock Wednesday. Coalition -1 to 30. Russia +1 to 53 in the same motion: Brent feeds the chest, the 21st package wobbles, the sanctions bill has martyrdom momentum and no shepherd.
THE RUPTURE — pro-Israel megadonors price Vance's ceasefire advocacy, the 2028 frame explicit, while Rubio's lane reads cleaner with every volley. The MOU is his; now the money wing says so. Vance-Rubio +1 to 88.
NINE HOLD — NATO 10, LatAm 99 FLAG UP, China 69 ('special considerations' — the TINA lane priced), Gulf 98 against the first UAE-Saudi rift print, Gold 69 soft above $4K, Crypto 70 (BTC $62.5K / XRP $1.07), Legacy Play Net 80 (Signal 100 / Cockup 20), Tech Primacy 75, Legitimacy 7 ON LIFE SUPPORT, Floor 3. Watch the cash close, stoppage-to-seizure, Paris tonight, Dallas tomorrow. T-113.
Day 136 Monday Morning 9:30 AM ET. War 136 / MOU Day 25 — Tehran calls it 'a crisis phase' / Midterms T-113. The morning brings a new war aim spoken as doctrine, a second consecutive night of intercepted Iranian fire, the hardest transit data of the standoff, and the regime-change autopsy of record. Five move on Mr. Robert's calls — Conflict +1 to 83, Energy +2 to 78, Coalition -1 to 30, Russia +1 to 53, Vance-Rubio +1 to 88 — nine hold.
THE CLAIM — 'We're going to keep the strait and we'll probably run it. We'll become the guardian of the strait. Maybe we'll call it the guardian angel of the strait, and we should be reimbursed for that.' Spoken to Fox hours after Iran stopped two more ships, it converts the standoff from passage dispute to competing toll regimes: Tehran's PGSA permission system against a proposed American guardianship fee, two collectors claiming one waterway. Filed to the misdirection ledger on Mr. Robert's flag as GUARDIAN OF THE STRAIT.
THE WAVE — Iran's morning salvos reach Jordan (Prince Hassan Air Base, four missiles intercepted), Bahrain (Isa Air Base, the kingdom at 'advanced combat readiness' denouncing 'treacherous Iranian aerial attacks') and Kuwait — clean intercept ledgers across the bloc, no casualties claimed. CENTCOM's answer runs 'dozens of targets,' below Saturday's 140, with sea drones debuting: Abadan hit at three points (two dead), a Khuzestan water pumping station down (one dead), Qeshm and Bandar Abbas struck again. Seventeen dead in the week's US strikes by Tehran's count, eight identified as soldiers.
THE WATER — the referendum printed: 14 transits Sunday, the lowest in a month, against 130-plus prewar. The three-day split is the structural read — 26 vessels on Iran's coastal route, 26 dark with transponders off, five on the US-backed southern lane — a parallel and competing transit regime, in Maniatis's phrase, with routes chosen by 'political, commercial and security appetites rather than a universally accepted framework.' Japan negotiates seven trapped vessels out directly with Tehran; UKMTO holds the threat at severe; warning shots off Aden open the Yemen flank.
THE DOCTRINE AND THE CHANNEL — revenge formalizes into command language: Bagheri Kani calls it 'the right of the Iranian nation'; Ayatollah Araki of the Assembly of Experts names it 'a binding command that must be obeyed,' with Trump and Netanyahu 'top of the list.' Yet Baqaei keeps the door ajar — the MOU has entered 'a crisis phase,' talks via Qatar and Oman continue. The Friday-night US briefing that promised an open strait and resumed negotiations was falsified inside 48 hours; the 'rogue faction' assurance now coexists with a revenge doctrine issued from the center.
THE AHMADINEJAD FILE — the NYT documents the regime-change architecture: Mossad cultivated the former president from at least 2023 — Guatemala, two Budapest conferences under university cover, spy chief Barnea meeting him personally, Israeli money for housing and travel, the CIA notified — toward installation as Iran's post-war leader. The Feb 28 exfiltration by black Peugeot freed him from his own bodyguards; the asset, upset and disillusioned, walked. He is now in IRGC intelligence custody under house arrest, surfacing once — masked, flanked, silent — at Khamenei's funeral. The Kurdish column that was to march from northern Iraq never manifested. The kingmaking failed; the counterintelligence purge it feeds has not started to be priced.
GRAHAM DAY 2 — elegy becomes arithmetic. Ron Johnson takes the Budget gavel, a deficit hawk inheriting the $350B war reconciliation; Appropriations flips 13-14 with McConnell still out; the NDAA tracks toward Democratic defection over the unauthorized war (Schumer's letter lands Monday morning); Blanche sits Wednesday at 11-10 in Judiciary, Tillis and Cornyn unbanked — one defection deadlocks. The scramble prices the vacuum: Gowdy floated on Tim Scott's calls, McMaster 'leaning in a different direction' and possibly moving early this week, Evette fielding 'tons of encouragement' against Bannon's dismissal, Bessent fielding calls and staying at Treasury, the sister-caretaker float, Mace eyeing the seat. Qualifying opens July 21; the snap primary is August 11.
THE DONOR RUPTURE — POLITICO reports Vance's ceasefire advocacy and warnings to Israel are alienating pro-Israel megadonors, with explicit 2028 framing and White House cleanup ('Israel has always been a great ally'). The liability ledger thickens on schedule: 'the MOU is his' carried from Day 135, and now the money wing prices it — while Rubio's maximum-pressure lane reads cleaner with every Iranian volley. Vance takes the frozen House floor Tuesday at McClain's invitation: ownership of a hard-liner revolt he did not cause. Vance-Rubio +1 to 88.
EUROPE'S TWO FRONTS — the Coalition of the Willing convenes 30 leaders at the Invalides: Starmer signs Britain into the €60B EU defense-loan scheme, Merz presses Greece and Spain on Patriots, Berlin funds 50,000 drones, Kyiv reshuffles into the summit. The 21st sanctions package wobbles at the finish — the price-cap freeze contested, the Kirill ban dropped. On the Israel file: the settlements-trade showdown splits the FAC (Belgium, the Netherlands and Spain against Berlin and Prague, Kallas against von der Leyen, the Oct 27 Israeli election the unspoken clock); the EU launches the $1B Team Gaza early-recovery initiative — the Reconstruction thesis's first institutional vehicle, 'early recovery' carefully not called reconstruction; the UK designates the IRGC a foreign-power threat.
THE TAPE AND THE CUP — Brent prints $78-79 (+3.4%, eight percent over prewar), WTI $73.78, futures red with the Nasdaq off 0.9%, the 10-year 4.57% with Fed and ECB hike bets returning, the pump $3.87. Gold softens to just above $4,000 — rate carry biting through a decree-closed strait; BTC $62.5K and XRP $1.07 hold their bands. The Cup: semifinals set — France-Spain tomorrow in Dallas under the Rajoy slur, England-Argentina behind it, Bellingham level with Kane at six goals; Mr. Robert's table holds — France, Spain, England, Argentina; the final July 19 at MetLife. T-113.
Day 136 Monday Morning 9:30 AM ET — July 13, 2026. Five move on Mr. Robert's calls: Conflict +1 to 83, Energy +2 to 78, Coalition -1 to 30, Russia +1 to 53, Vance-Rubio +1 to 88; nine hold. War 136 / MOU Day 25 — Tehran calls it 'a crisis phase.' T-113.
THE CLAIM AND THE WAVE — Trump on Fox: 'We're going to keep the strait and we'll probably run it... the guardian angel of the strait, and we should be reimbursed.' Iran answers by dawn: Jordan, Bahrain and Kuwait hit and intercepted, IRGC warning shots stop two dark-running ships, and US sea drones debut against the coast — Abadan and a Khuzestan water station struck.
THE WATER — 14 transits Sunday, the lowest in a month. The three-day split: 26 vessels on Iran's route, 26 dark, five on the US-backed southern lane — a parallel transit regime consolidating in Tehran's favor. Japan negotiates seven trapped vessels out directly with Tehran; UKMTO holds the threat level at severe.
THE AHMADINEJAD FILE — the NYT documents Mossad's kingmaking: cultivation from Guatemala 2023 through two Budapest conferences, Barnea in the room, money for housing and travel, a Feb 28 exfiltration by black Peugeot that freed the asset — who then walked. Now under IRGC house arrest; the Kurdish column never marched.
GRAHAM DAY 2 — the arithmetic lands: Ron Johnson takes the Budget gavel, a deficit hawk inheriting a $350B war reconciliation; Appropriations flips 13-14; the NDAA tracks toward Democratic defection; Blanche sits Wednesday one defection from deadlock. The scramble: Gowdy floated on Tim Scott's calls, McMaster leans elsewhere, Evette fields encouragement, Bessent stays at Treasury.
THE DONOR RUPTURE — POLITICO: Vance's ceasefire advocacy and warnings to Israel are alienating pro-Israel megadonors, the 2028 frame explicit, the White House reduced to 'same page' cleanup. Vance takes the frozen House floor Tuesday. Vance-Rubio +1 to 88 — the standing divergence deepens on the record.
THE TAPE — Brent prints $78-79, up 3.4% and eight percent over prewar; WTI $73.78; futures red with the Nasdaq off 0.9%; the 10-year at 4.57% with rate-hike bets returning; the pump $3.87. Gold softens to just above $4,000 — rate carry biting; BTC $62.5K and XRP $1.07 hold their bands.
EUROPE AND THE CUP — the Coalition of the Willing convenes 30 leaders in Paris; Starmer signs Britain into the €60B EU defense loan; the 21st package wobbles on the price-cap freeze; the UK designates the IRGC a foreign-power threat. The semifinals are set: France-Spain tomorrow in Dallas, England-Argentina behind it — rankings hold, the final July 19 at MetLife.
Mr. Robert's order holds, four left: France #1, Spain #2, England #3, Argentina #4 — no moves, the table set by Saturday's quarterfinals. France-Spain tomorrow in Dallas is the collision the bracket pointed at, played under the Rajoy slur; England-Argentina is the other half, with Bellingham arriving level with Kane at six goals — the pair own 12 of England's 13. Third-place Saturday in Miami; the final July 19 at MetLife.
The Bellingham file is the tournament's individual story: six goals across five varieties — the barreling run, the weak-foot carve, the blindside back-post dart, the stabbed volley, the striker's rebound — most offers, most sprints, most final-third touches in Tuchel's squad, 'relentless and inevitable' (The Athletic). Argentina will see him with Milei watching from Buenos Aires: zero matches attended, the AFA under FBI investigation, 58% negative — Bloomberg files 'as Milei's aura fades' the same morning. The economy above the pitch prints its own excess: $8M suites at MetLife, $100K final seats on the secondary market, Blade choppers to Teterboro at triple rates sold out on game days, Qatar's sovereign fund running Mercedes vans past Penn Station's switchbacks — 'the Super Bowl for the ultraprivileged,' one investor calls it, while a compliance department rejects 11th-row seats as a bribery risk. ICE's restraint file carries; FIFA's Miami office stays permanent through Brazil 2027 and LA28. Rankings hold on Mr. Robert's direction. Expand any edition for the full chart and the move column.
Monday morning, Fox News by phone: 'We're going to keep the strait and we'll probably run it. We'll become the guardian of the strait. Maybe we'll call it the guardian angel of the strait, and we should be reimbursed for that.' Spoken hours after IRGC warning shots stopped two more ships, with 14 transits recorded Sunday — the lowest in a month — and CENTCOM's own spokesman conceding 'no guarantee' for transiting vessels. Filed to the misdirection ledger on Mr. Robert's flag: GUARDIAN OF THE STRAIT.
The structural read: Washington has now stated a war aim that mirrors Tehran's. Iran's PGSA charges for passage on its lane and calls it safety and environmental services; the President proposes guardianship with reimbursement. Two collectors cannot run one waterway — and the claim dissolves the legal high ground the June toll rejection built, when Rubio's line was that Iran cannot charge for an international strait. As leverage architecture it prices a maximalist opening position for whatever survives Baqaei's 'crisis phase'; as narrative it converts a strait the US demonstrably cannot keep open into an asset merely awaiting monetization. The tell is the invoice instinct — the same logic as the New Lane: protection converted to revenue, commitment converted to receivable. The tests are operational: does 'run it' acquire an escort regime, a fee schedule, a coalition ask at the GCC table — or does it stay declarative while Japan's precedent spreads: seven trapped Japanese vessels exited last week by negotiating with Tehran, not Washington.
Iran's overnight salvos reach Prince Hassan Air Base in Jordan (four missiles intercepted), Isa Air Base in Bahrain (the kingdom at 'advanced combat readiness,' denouncing 'treacherous Iranian aerial attacks') and Kuwait — clean intercept ledgers, no casualties claimed across the bloc. IRGC warning shots stop two ships running dark through the strait. CENTCOM's answer: 'dozens of targets,' below Saturday's 140, with sea drones debuting — Abadan hit at three points (two dead), a Khuzestan water pumping station down (one dead), Qeshm and Bandar Abbas struck again.
The doctrine hardens above the ordnance: Bagheri Kani of the Supreme National Security Council names revenge 'the right of the Iranian nation'; Ayatollah Araki of the Assembly of Experts calls it 'a binding command that must be obeyed,' with Trump and Netanyahu 'top of the list' — command language from the center, not the fringe. Yet the channel formally survives: Baqaei confirms the MOU 'has entered a crisis phase' while Qatar and Oman mediation continues — and the Friday-night US briefing that predicted an open strait and resumed talks was falsified inside 48 hours, its 'rogue faction' assurance now coexisting with a revenge doctrine issued from the top. The week's ledger by Tehran's count: 17 dead in US strikes, eight identified as soldiers, 300-plus targets. What Mr. Robert holds against escalating the call: the target set stays shipping-suppression, Kharg untouched, no regime-command-program set. Conflict +1 to 83 — the evidence leads, the ceiling waits on the target set.
The referendum printed. Kpler counts 14 ships through Hormuz Sunday against 130-plus prewar; the three-day split is the structural read — 26 vessels on Iran's coastal route, 26 running dark, five on the US-backed southern lane. Maniatis: the strait now operates 'under a parallel and competing transit system,' routes chosen by 'political, commercial and security appetites rather than a universally accepted framework.' UKMTO holds the threat at severe; warning shots off Aden open the Yemen flank.
The quiet precedent is Japan's: seven trapped Japanese vessels exited the strait last week through a bilateral arrangement with Tehran — alignment, not law, buying passage while Washington's guardianship claim was still a phone interview. That is the parallel regime in operation: Iran's lane charges and grants, the US lane escorts five ships in three days, and half the traffic goes dark rather than choose. The Yemen subplot files alongside: the PLC accuses Iran and the Houthis of an airspace breach and promises response; six small boats draw warning shots from a tanker 50 miles off Aden — the second chokepoint stirring while the first stays shut. Energy +2 to 78 on Mr. Robert's call: the price gap printed (Brent $78-79, +3.4%), but the transit data is the harder evidence — a discount regime hardening into architecture, the Red Sea precedent (threat alone holding 55-60% for years) the standing floor warning. Kharg and the export nodes remain the violent-repricing trigger above; a lane reopening the unwind below.
The NYT documents the regime-change architecture: Mossad cultivated the former president from at least 2023 — Guatemala, two Budapest conferences under university cover, spy chief Barnea meeting him personally, Israeli money for housing and travel, the CIA notified — toward installing him as Iran's post-war leader. On Feb 28, war's first night, an Israeli strike on his compound freed him from his own bodyguards and a Mossad-driven black Peugeot took him to a safe house. The asset, upset and disillusioned, walked. He is now in IRGC intelligence custody under house arrest.
The plan's second column — Kurdish opposition forces armed and trained in northern Iraq, meant to hold western Iran and move on Tehran — 'never manifested.' Ahmadinejad's own theory of himself, per his circle: a Yeltsin figure who would recognize Israel and join the Abraham Accords, convinced he could not rise while the system stood. Hayman confirms the sequence on the record: 'special operations, very, very unique... Ahmadinejad was part of that sequence.' The operational consequence lands inside Iran, and it cuts against Washington: a documented penetration at the level of a former president licenses the counterintelligence purge the hard-liners already wanted, squeezes the pragmatist lane — Al Jazeera files the Pezeshkian-as-scapegoat piece the same morning — and hands the revenge doctrine its evidentiary predicate. His one appearance since February: masked, flanked, silent at Khamenei's funeral, while Rouhani and Khatami were not invited at all. Regime change is now a scored failure on both capitals' ledgers; what replaced it is a war over a waterway's tolls.
The subtraction converts to math. Ron Johnson takes the Budget gavel — a deficit hawk inheriting the $350B war reconciliation he doubts. Appropriations flips 13-14 with McConnell still out; no spending bill moves on party lines toward Sept 30. The NDAA tracks toward Democratic defection over the unauthorized war — Schumer's Monday letter names the 'bloated, partisan topline.' Blanche sits Wednesday at 11-10 in Judiciary, Tillis and Cornyn unbanked. Trump: 'a big blow to the SAVE America Act.'
The scramble prices the vacuum: Gowdy surfaced overnight with Tim Scott making calls; McMaster is 'leaning in a different direction' and could move early this week; Evette fields 'tons of encouragement' against Bannon's dismissal ('she got beaten so badly'); Bessent fields calls and stays at Treasury; the sister-caretaker float (Darline Graham Nordone) reads as a McMaster tell; Mace eyes the seat. Qualifying opens July 21, the snap primary August 11 — and senior House Republicans lobby against tapping a House member, the majority too thin to donate. The rescue apparatus works the seams: Trump meets Johnson and Hudson at 3, Camp David hosts the Budget Republicans on reconciliation 3.0, Vance takes the frozen House floor Tuesday at McClain's invitation. The preliminary cause lands — aortic dissection from arteriosclerotic disease, the certificate pending toxicology. Coalition -1 to 30 on Mr. Robert's call: the war's domestic tolerance architecture thins in committee math, not speeches, and every count now runs through a chamber at 52-47 with its two most senior war hands absent.
POLITICO: the Vice President's outspoken support for an Iran ceasefire and his warnings to Israel have alienated big Republican donors who are staunch Israel supporters — the 2028 ripple named in the reporting, the White House reduced to cleanup: Trump and Vance are on the same page that 'Israel has always been a great ally to the United States.' Vance-Rubio +1 to 88 on Mr. Robert's call — the standing divergence converts from framing to constituency.
The liability ledger thickens on schedule: 'the MOU is his' carried from Day 135's paragraph-five autopsy, and now the money wing prices the ownership — while Rubio's lane, maximum pressure and the June toll rejection under his name, reads cleaner with every Iranian volley. The contrast device arrives unbidden: Netanyahu spends Sunday on Meet the Press eulogizing Graham — 'he had clarity, he had courage' — the President's Israel channel canonized in the same cycle the Vice President's Israel warnings get donor-scored. Tuesday adds surface area: McClain's invitation hands Vance the frozen House floor and ownership of a hard-liner revolt he did not cause, with SAVE America and the border demands unresolved. Vance retains prominent pro-Israel allies and the shift-from-Trump story can cut both ways in a party where the base is war-weary — but donors are infrastructure, and infrastructure moving is what this index scores. The 2028 track is a marathon; the week moved it a mile. Up 1 to 88.
The Monday gap arrived: Brent +3.4% to $78-79, eight percent over prewar; WTI $73.78; S&P futures -0.3%, Nasdaq -0.9%, the STOXX lower; the 10-year at 4.57%, up a tenth in a week — a big move for that market — with Fed and ECB quarter-point hikes now priced. The pump $3.87, diesel $4.88. Gold softens to just above $4,000 from the $4,080s — rate carry biting through a decree-closed strait. BTC $62.5K and XRP $1.07 hold their bands.
The transmission channel has shifted from price shock to policy bind: Authers files the fertilizer-and-El-Niño food-price thread complicating any cut path; the IEA warns renewed hostilities derail the inventory rebuild it credited to June's brief normalization (Gulf exports +6.5M bpd that month, still only two-thirds of prewar). Bakr's read is the standing frame — 'that confidence eroded very, very quickly... back to square one,' the market 'adjusted to this new normal' and, by her own account, underpricing the geopolitical risk; prices now more likely to fall on talk than spike on strikes. The equity split to watch at the open: defense-and-energy against travel-and-fuel-cost, the two-shock template. SK Hynix's record Seoul drop after its US debut and TSMC's +36% quarter run the AI thread underneath the war tape. Gold's soft print confirms rather than challenges the unwind read: if a formally closed Hormuz cannot put a bid under the metal, nothing rhetorical will. Kharg reprices everything in one session.
The Coalition of the Willing gathers at the Invalides at 5 — the largest in months. Starmer signs Britain into the €60B EU defense-loan scheme as a farewell act, Ukraine buying British weapons on European credit; Merz presses Greece and Spain on Patriots while Berlin funds 50,000 attack drones and Washington licenses Patriot production to Kyiv. The 21st sanctions package wobbles at the finish: the price-cap freeze contested by Greece, Malta and Cyprus, the Kirill ban dropped, the ex-combatant ban fading.
Russia +1 to 53 on Mr. Robert's call — the windfall and the squeeze both real. Brent at $78 feeds the chest; the package fight prints the EU diplomat's indictment: 'they want the political credit of standing with Ukraine without paying the economic price.' The Graham bill gains martyrdom momentum — the agreement announced in Kyiv hours before his death, Shaheen calling passage 'the fitting memorial' — but a bill without its shepherd has momentum, not a schedule. Kyiv's own pressure holds: the Samara refinery strike, fuel shortages, intelligence reading a banking crisis forming, the spring offensive that never materialized; Peskov answers with 'buffer zone' logic and mobilization signals — the flight-forward risk a Kremlin-adjacent source rates 'high probability' in the coming months. The reshuffle lands mid-summit: Svyrydenko out after less than a year, 'Ukraine is changing its political strategy,' no successor named — and captured African soldiers telling their Ukrainian captors they would rather return to Russia than home, the recruitment machine's own verdict. Ground robots scale to 50,000 units planned for 2026 — 77 machines for the price of one IFV.
Three prints in one Brussels day. The settlements-trade fight splits the FAC: Belgium, the Netherlands and Spain hunt a qualified majority to force a Commission proposal against Berlin, Prague and von der Leyen's foot-dragging — Kallas against her own Commission, the Oct 27 Israeli election the unspoken clock. The EU launches Team Gaza: €883.6M with 12 member states, Japan, the World Bank and the EIB. The UK designates the IRGC a foreign-power threat, members facing life imprisonment.
The Reconstruction thesis gets its first institutional vehicle, named with lawyerly care: 'early recovery,' the Commission 'carefully avoiding the politically loaded word reconstruction' — rapid damage-and-needs assessment on the Ukraine methodology, roughly $1B pledged, projects approved by the National Committee but overseen by the Trump-backed Board of Peace, whose members attend the same Brussels meeting where UNRWA's Saunders pleads for integration after the Board declared the agency has 'no place' in Gaza. The donor architecture is the tell: 'participants and donors can use the financial channels they prefer' — competing rails inside one initiative, the Board-versus-UN fight deferred, not resolved. The settlements file stays procedural but loaded: 0.5% of EU-Israel trade in economic weight, a QMV-versus-unanimity legal fight in substance, and a Commission accused of running out the clock to October. London's IRGC designation — plus the IMCR proscription and £250M for policing Jewish communities — converts the Europe-attacks file into statute. Watch whether the majority materializes, and what the Board's men take home from Brussels.