Intel Desk | Proof, Replay & Thesis Intelligence for Market Risk

Intel Desk est. 2026

From the Desk · Live<br>Live Risk Desk

Energy, macro, sanctions, chips, shipping and conflict signals, cross-checked against market tape.<br>199 cited sources on a 120-second cycle. No single-source confirmation.

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MAJOR SIGNALS · ACTION QUEUEWhat is trade-relevant enough to work right now?

Open working queue →<br>ACT 3VERIFY 0PRICE 0FADE 0<br>HEDGE CHECKA direct kinetic exchange between Iran and Israel occurs within 14 days. 5 Iran-Israel kinetic feed items in 24h. Top: "Applying US Air Warfare Theory and Doctrine to Evaluate the Campaign against Iran, Part II: Iranian Missile Forces"Proof 45% thesis · 5 signalsMarket S&P 500 +0.81%Proof 45Market 80Speed 70<br>BZ=FGC=F^VIX^GSPC<br>Confirms 5 Iran-Israel kinetic feed items in 24h. Top: "Applying US Air Warfare Theory and Doctrine to Evaluate the Campaign against Iran, Part II: Iranian Missile Forces"Invalidates No tier-1 OSINT confirmed cross-border strike inside 14 days.Score 100 · criticalHEDGE CHECKHormuz tanker transit volume falls more than 20 percent over the next 7 days. Hormuz corridor pressure score 32 (n/a)Proof 47% thesis · 5 signalsMarket Brent +0.71%Proof 47Market 80Speed 70<br>BZ=FCL=FGC=F^VIX<br>Confirms Hormuz corridor pressure score 32 (n/a)Invalidates Hormuz corridor tanker count remains above the 7 day baseline.Score 100 · criticalACT NOWFinancialJuice: Mediators are trying to pull the US and Iran back from the brink - NYT Al-Bakhiti, member of Arshad Ansar Allah: If Iran is bored, it will be destroyed. What is the meaning of the matter and the meaning of the meaning of the...Proof TELEGRAM IN MIX · VERIFIED · 27 src · 2 bucketsMarket PARTLY PRICED · BZ=F moved 0.72%, the first leg of the expected move is in. Runway remains but the cheap entry has passed.Proof 100Market 20Speed 45<br>TELEGRAM IN MIX<br>BZ=FCL=FGC=F<br>Confirms OSINT corroboration (1 independent bucket)Invalidates Official denial or retraction from CENTCOM / State Dept / Iranian MFA / IDFScore 89 · critical<br>Actionable means a ranked workflow: verify, price-check, hedge-check, or stand down. It is not an automatic trade recommendation.

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ID Command

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Live 120s cycle<br>199 monitored sources<br>2 source minimum<br>UTC desk clock

ID Terminal Guide<br>toolbar / command line / function area

01 Active Panel<br>loaded context

ID<br>type ticker, vessel, source, thesis or route

Stop<br>Go<br>Market<br>Search<br>Panel

02 Functions<br>decision surfaces

WIRE<br>Critical wire<br>confirmed and developing items, ranked by actionability

PROOF<br>Receipts<br>source tier, corroboration, contradiction and lag

TAPE<br>Market read<br>Brent, gold, DXY, LNG, defence and vol beside the claim

MAP<br>Chokepoints<br>vessels, aircraft, sanctions and corridor pressure

REPLAY<br>Audit trail<br>what moved first, what confirmed, what faded

BOOK<br>My desk<br>watchlist, thesis, unresolved claims and last read

199sources monitored120scycle · healthy60slead time target0critical / last hour32hormuz pressure2source min · before alert

DESK LOOP · LIVE RECEIPTSOpen working desk →<br>01Alert<br>China temporarily bans helium exports as US-Iran tensions flare again<br>chips1h ago<br>02Proof<br>Latest news from Azerbaijan · Hot: Semiconductor Supply Chain · Hot: Chip Export Controls<br>2 source minhealthy cycle<br>03Market<br>Brent 76.84 +0.71%WTI 72.49 +0.57%Gold 4,115 -0.62%DXY 100.87 -0.04%<br>energymacrodefence<br>04Work now<br>Critical queue or chokepoint language is active. Open proof before trading the headline.<br>corridor live32

Single-source Telegram never becomes confirmed.Contradictions stay visible, not hidden.UTC timestamps are preserved.Market impact is evidence, not advice.

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Brent / WTIBZ=FCL=FOpen →LNG / tankersNG=FOpen →Iran / GulfBZ=FGC=FOpen →Defence primesLMTRTXNOCOpen →Europe macro / rates^FTSE^GDAXI^TNXOpen →Sanctions / shippingBZ=FOpen →

LIVE WIRE<br>All wires →

chipsChina temporarily bans helium exports as US-Iran tensions flare again1h ago Latest news from Azerbaijan · Hot: Semiconductor Supply Chain · Hot: Chip Export Controls

DESK NOTE<br>0 critical and 0 high-priority alerts detected in last 24H. Market sentiment NEUTRAL (+0). Brent crude +0.8% at $76.90.<br>Brent $76.84 +0.71% · Gold $4115 -0.62%

How we read the tape →<br>Lead time →

Alert → proof → market tape → desk call<br>No single-source confirmation

Desk Rules<br>Specific beats smooth. The desk shows receipts or it stays quiet.

01<br>Two-source threshold before confidence.

Telegram, state media, wires and OSINT do not carry the same weight. Single-source claims stay labelled<br>until another source or market signal corroborates them.

02<br>Contradictions stay on screen.

If Tasnim denies what a US source says, that does not get hidden under a clean summary. It becomes a<br>contested state with both...