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The Welsh flag, a red dragon on white and green, flying from a pole against a clear blue sky.

Three First Ministers Signed a Declaration of Self-Determination. None of Them Can Call a Vote.

The leaders of the SNP, Plaid Cymru and Sinn Féin, who are now the first ministers of Scotland, Wales and Northern Ireland, signed a joint declaration in Cardiff on Monday asserting their nations' right to self-determination. The UK prime minister has already ruled out referendums in Scotland and Northern Ireland. The power to hold one sits with Westminster in every case.

An oil processing complex lit up against a black night sky.

Staying to Keep the Oil and Ending the War Soon Are Two Different Plans

Speaking at his golf resort in Ireland on Sunday, President Trump said the US would ultimately leave Iran "unless we decide to stay and keep the oil like Venezuela," and that gasoline prices would "drop like a rock" when the war ends. The two statements point in opposite directions. One describes a withdrawal. The other describes an occupation of the world's most contested oil infrastructure.

A large dish antenna on a steel tower against a dark hillside, in black and white.

The Satellite Pictures Were Bought Before the Strike and Again After It

US officials have linked satellite imagery supplied to Iran by Chinese entities to the July strike on a base in Jordan that killed three American soldiers, The Wall Street Journal reported. Iran obtained high-resolution pictures of the base before the attack and after it. The officials did not accuse the Chinese government. The disclosure lands ten days before Xi Jinping is due at the White House.

Two vehicles on the open deck of a small ferry crossing a bay, in black and white.

Seventy-Six Dead, and the Count Finally Closes at 132

The Philippine Coast Guard recovered 41 more bodies from the MV June Aster on Saturday, raising the toll to 76 with 43 survivors and 13 missing. Those figures add up to 132, which is exactly the number who boarded. The ship was certified for 330. Overloading is no longer the question; the two explosions and the missing captain are.

A red-hulled tanker at anchor on calm sea, other ships faint on the horizon.

Iran Says a Faction Ended the Truce. That Account Suits Everyone Telling It.

The New York Times, citing Iranian officials, reports that a hardline group attacked ships in the Strait of Hormuz in early July without the knowledge of the president, the Revolutionary Guards commander or the national security council, wrecking the memorandum meant to end the war. Iranian officials told Washington the same thing in July. Analysts argued then that the chain of command had decided.

A dark sea under a starlit sky, the last light of dusk along the horizon.

Thirty-Five Dead Off Coron. The Manifest Said 134.

The MV June Aster was four nautical miles from Coron when survivors say an explosion came from the cargo hold. Thirty-five are confirmed dead, 43 survived and 53 are missing. That is 131 people against a manifest of 134, and in Philippine ferry disasters the manifest has not always been the number aboard.

Several cargo vessels lying at anchor on a grey horizon, seen across open water.

A War With a Published End Date Is a Different War

Donald Trump told reporters on Wednesday that the war with Iran "is going to end immediately after the election" on 3 November, and that Washington is no longer seeking a negotiated end. When the party most able to stop a war names the week it will stop, everyone else stops planning for an outcome and starts planning for a date.

Pipework and towers at an oil refinery.

The Strikes Moved From the Ships to the Places the Ships Load

American forces struck further Iranian tankers, and attacks have been reported on Saudi oil facilities. Brent passed $100. For a year this conflict was fought over a waterway and the vessels crossing it. Hitting production and export infrastructure is a different category of target, and it does not reverse.

A large tanker on the horizon at dusk, seen across open water.

Two Governments Now Sell Permission to Use the Same Water

Iran's security council secretary says a restricted maritime zone will be declared within days, running from the US blockade line through Hormuz into the Gulf, with uncoordinated vessels placed on a list affecting their insurance and future passage. American forces have already redirected 87 ships. A master cannot satisfy both.

Independence Square in Kyiv on a clear day, with people crossing the plaza and a Ukrainian flag on a building beyond.

The Pause Protected the Negotiators, Not the City. It Expires Tonight.

On Saturday this paper asked whether the 72-hour halt on strikes against Kyiv and Moscow would be extended, and said a return to strikes the moment the aircraft left would mean the pause was hospitality. The talks ended without a breakthrough. Zelensky expects the war to run into winter. The undertaking runs out at the end of Monday.

Rescuers at a residential building in Kyiv destroyed by a missile strike.

Both Sides Stopped Bombing the Capitals So the Envoys Could Land

Steve Witkoff and Jared Kushner met Vladimir Putin in Moscow on Saturday and Volodymyr Zelensky in Kyiv on Sunday. To make the two journeys safe, Russia and Ukraine each held off aerial attacks on the other's capital for 72 hours. It was arranged in days, it required no monitors, and it held.

Flight operations on the deck of a US Navy aircraft carrier.

The Missiles Came From the Guard. The Retaliation Hit the Revenue.

An American carrier and a guided-missile destroyer evaded ballistic missiles fired by the Revolutionary Guard on Saturday. No US personnel were hurt. The response was not aimed at the launchers. US forces struck three Iranian oil tankers — two disabled, one abandoned by its crew and left inoperable.

A US Navy guided-missile cruiser under way at sea.

The Closure Emptied the Strait and Tripled What a Tanker Earns

Six transits a day where there were eighty-five. Meanwhile the day rate for a very large crude carrier has passed $200,000 on the Gulf-to-Asia run, up more than 440 percent in a year, and tanker owners are booking the best earnings since the last supercycle. The same event did both things.

A merchant vessel under way in the Gulf, seen from the air.

Iran Stopped Closing the Strait and Started Publishing a List

Eleven more ships were added this week to a blacklist now naming 56 vessels — crude carriers, gas tankers, clean product ships. The clause that matters is the last one: any vessel that takes cargo from a listed ship, ship-to-ship, joins the list. That is not area denial. It is a sanctions regime, run from the other side.