> US Special Forces discussing Kharg Island seizure + uranium stockpile raid

Axios report confirmed by multiple sources:

1. US/Israel discussing special forces operation to secure ~450kg of 60% enriched uranium (enough for ~11 bombs) from Iranian facilities. Post-strike, once threats diminish.

2. Separate contingency: temporary seizure of Kharg Island in the Persian Gulf. 90% of Iran crude oil exports pass through this single terminal. 2M bbl/day. Funds ~40% of regime budget + IRGC operations.

3. Coalition air campaign deliberately avoided Kharg to prevent + oil, global recession, China escalation. Now debating whether that restraint was a mistake.

If Kharg gets seized: Iran loses 40% of its revenue overnight. Oil spikes to + on the disruption but then collapses as Iranian barrels are replaced by the seized terminal under coalition control.

If uranium raid happens: this is why the war has no ceasefire. The nuclear material is the real prize. Oil is just the collateral damage.