Campaign 1: INTACT, conditional

Evidence as of 2026-09-04

Earlier same-day thesis review retained as context. Its prior classification is historical; the current scope review supplies the live disposition and preserves its unresolved evidence gaps.

EIA: disrupted oil flows and a conditional recovery

Evidence as of 2026-08-11

Oil-flow evidence belongs in the retained energy case. It supplies no direct Qatar helium/fabrication proof, so that branch remains retired rather than silently validated.

Oil and defense confirmed in the same week — and the havens still didn't come

Bloomberg — shipowners offer six months' extra pay to sail Hormuz

Semafor — Iran ceasefire is formally dead; 16 US troops killed as strikes resume

Vertical: Energy & Oil — the week the re-rate confirmed

Investigation — Helium supply chain for semiconductor fabs

Investigation — Iran war second and third order effects beyond oil

Investigation — LNG supply chain beyond oil liquefaction shipping regas

Gulf Helium — Week in Review (May 4–8, 2026)

Gulf Infrastructure Strike Scenario — April 12, 2026

Gulf Infrastructure Strike Scenario — April 10, 2026

@aleabitoreddit — 30 random US stocks I like today and why

Gulf Infrastructure Strike Scenario — April 6, 2026

Theo Loveday — Iran Retaliation Thesis

drone-economy-supply-chain-thesis — tweet

@zephyr_z9 — Long Video Generation → Memory Supercycle