Phase 0a check, gulf-infrastructure-strike: quiet week, triggers unchanged

Thesis

Phase 0a check, gulf-infrastructure-strike: quiet week, triggers unchanged

  • Source: 2026-08-13-market-brief.
  • No fresh QatarEnergy/Ras Laffan-specific development and no new Hormuz-shipping headline surfaced beyond the 08-13 entry; the desk brief's energy coverage is silent on the Gulf/helium lane today. Depletion-window calendar keeps closing regardless. Status stays MONITORING.
1 event
DateTypeEvent
Jul 26 ArticleOil and defense confirmed in the same week — and the havens still didn't come

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