Sagar

So we don't know exactly where and what, but you can take a couple of different clues.

So in this ship and in a previous ship that was seized yesterday, I think it was yesterday that you guys

covered, both of those were either en route from China and are suspected to have some sort of either military technology or assistance and or there's a specific chemical I was reading about, which is very helpful to the Iranian missile program.

And so actually, what this blockade has been about now so far in terms of the actual enforcement actions has been on trying to quell any of the military technology or military infrastructure needed

to rearm for the war, not necessarily just for oil, which I think, again, you would only really do if this wasn't about economic pressure, but you intended to restart the war.

And this was kind of a message to the Iranian war machine, who is doing its best to dig itself out and to re-up for any potential

reigniting of hostility.

So again, it's very, very unclear the number of ships that have actually gone through and haven't gone through, but it is a major escalation to be boarding Iranian ships at sea in the middle of a blockade, also at a time where allegedly in some sort of a ceasefire.

It definitely puts all of the talks at risk, but more so, it just shows the mixed messages that are happening in Tehran.

I also spoke to a couple of people, and one of the different, I mean, this is basically in the open source as well.

The biggest difficulty for talks with Iran are actually very similar to ours.

Who does the vice president speak for?

Does he speak for the president?

Who does Jared Kushner and Steve Witkoff, who do they really speak for, right?

Everything with the vice president, they have trust, but it's not really negotiating with him if he's calling back to Trump eight different times.

Well, Golubov and those guys, they don't have total authority necessarily to make a deal.

So they've got to go through this Byzantine network of IRGC couriers to get to the supreme leader.

How alive and awake is he?

Nobody has any idea, right?

And so on the Iranian side, that's why I think you saw with the foreign minister when he's declared the straight-