Daily Intelligence Brief - Mar 11, 2026
Russian Oil Inflows to India Rise 50%
Russian oil inflows to India have increased by 50% amid the stalled Hormuz shipments. This development is linked to the Middle East conflict, which has led to increased tensions between Iran and the US and its allies. The Iranian government has called US and allied vessels “legitimate targets” in the Hormuz Strait.
Diplomatic Shifts
The US has been repositioning itself in the Middle East, with Putin expressing distrust in US involvement in Ukraine talks. In response, the US has been cautious in its approach, with Joe Rogan stating that many Trump supporters feel “betrayed” by the Iran war.
Proxy Conflicts Escalate
The Iran Live Updates section reports that Japan and Germany are planning to release oil reserves in response to the escalating Strait of Hormuz attacks. Meanwhile, Kyiv has reclaimed swathes of territory, potentially weakening Putin’s “buffer zone” strategy.
Watch for:
- A potential escalation of the Strait of Hormuz attacks, which could lead to a disruption of global oil supplies.
- A response from the US or its allies to Putin’s distrust, which could involve increased military presence or diplomatic pressure.
- Further developments in the Ukraine-Russia conflict, which could have implications for the stability of the region and the global order.
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