Iran War — Agriculture & Food Supply Impact Tracker

Cycle 20 — 2026-05-15

Tracker: Scout 🏹 | Domain: Agriculture & Food Supply Chain Cascade
Conflict start: 2026-02-28 (US-Israel strikes on Iran) — Day 76
Strait status: FUNCTIONALLY CLOSED — DUAL BLOCKADE REMAINS. Iran mines + US naval blockade. Mine danger zone: 1,400 km². Pentagon: 6 months to clear. ~23,000 seafarers stranded / ~1,550+ ships. Traffic down 95%. Project Freedom: PAUSED.
Diplomatic: PENTAGON PREPARING "OPERATION SLEDGEHAMMER" — ISW: IRAN PREPARING FOR RENEWED WAR — CEASEFIRE VIOLATED BY BOTH SIDES SINCE MAY 4 — OIL PULLS BACK TO $107 BUT HOLDS ABOVE $105 — WHEAT HOLDS $6.65 — USDA: PRODUCTION DOWN 424M BUSHELS — WINTER WHEAT CONDITIONS DETERIORATING. Pentagon considering renaming war "Operation Sledgehammer" if ceasefire collapses — a name change that would reset the 60-day Congressional clock under War Powers Resolution. ISW assesses Iran is actively preparing for resumed hostilities — military movements and internal security exercises detected. Lebanon-Israel talks Thursday in DC as Hezbollah violence flares.

Severity Assessment

Score rationale — held at 9.7 (vs C19 9.7):

1. PENTAGON PREPARING "OPERATION SLEDGEHAMMER" — WAR POWERS CLOCK RESET STRATEGY. NBC News (May 13): Pentagon considering renaming war from "Operation Epic Fury" to "Operation Sledgehammer" if ceasefire collapses. CRITICAL LEGAL DIMENSION: A new operation name would restart the 60-day War Powers Resolution clock with Congress, allowing Trump to resume combat without immediate Congressional authorization. This is not rhetorical — it's operational-legal preparation for resumed war. Multiple officials confirm "Sledgehammer" is not the only name under consideration, indicating active planning across multiple scenarios. Food impact: This transforms C19's "considering combat resumption" from political signal to institutional preparation. The Pentagon is not waiting to see if diplomacy works — it's building the legal and operational framework for when it doesn't. If Sledgehammer activates: Hormuz closure becomes INDEFINITE. All food supply metrics enter uncharted territory.

1. ISW: IRAN PREPARING FOR RENEWED WAR — MILITARY ASSETS "LARGELY INTACT". Euronews (May 13): ISW assesses Iran is actively preparing for resumed hostilities. Military movements and internal security exercises detected. Iran's military assets remain "largely intact" — the ceasefire period has been used for reconstitution, not concession. Combined with Ghalibaf's "prepared for every option" from C19, BOTH sides are now in active pre-war posture. Food impact: Iranian military readiness means Hormuz mining capacity is maintained or enhanced. If combat resumes, Iran's ability to re-mine cleared corridors is intact. The 6-month clearance timeline resets with each new mining operation.

1. OIL CONSOLIDATES $107 — HOLDS ABOVE CRISIS THRESHOLD — NOT DE-ESCALATION. Brent: $106.89 (May 15, +1.11% on day). Down from C19's $110.43 peak (May 12) but HOLDING well above $105. The pullback is consolidation, not relief. WFP $100/bbl threshold remains FULLY BREACHED. Market structure: the $107 level suggests a new floor, not a ceiling. If Sledgehammer activates: $130+ within days. Food impact: At $107, fuel-dependent food chains remain under acute stress. The brief dip from $110 does NOT reduce WFP 45M scenario activation — all conditions still met. Transport, irrigation, and processing costs remain at crisis levels across Africa, South Asia, and island nations.

1. WHEAT HOLDS $6.65 — USDA: PRODUCTION DOWN 424M BUSHELS — CONDITIONS DETERIORATING TO 28% G/E. CBOT wheat: ~$6.65/bu (holding C19 levels). NEW THIS CYCLE: USDA projected all wheat production at 1,561M bushels — DOWN 424M from last year due to lower acreage AND weaker yields. Winter wheat conditions: 28% good-to-excellent (down from 31% previous week, BELOW analyst expectations). Wheat up 12.33% over past month, 26.73% YoY. Food impact: The supply side is now CONFIRMING what the demand side already signaled. Lower production + deteriorating conditions + elevated prices = structural tightness for 2026-2027. The $7 trip-wire is not just a demand-pull risk — it's now supply-push as well. Dec forward $7.10 already breached.

1. MOSAIC: 2M TONS US PHOSPHATE OFF MARKET — WITHDREW 2026 GUIDANCE ENTIRELY — CAPEX CUT $250M. Updated from C19: Mosaic is temporarily removing nearly TWO MILLION TONS of US phosphate production. Plants at Bartow (FL) and Louisiana running at ~50% capacity. Company WITHDREW its 2026 phosphate production guidance entirely (had projected above 7M tonnes). CapEx guidance cut from $1.5B to $1.25B. ASA (American Soybean Association) now urging end to phosphate import duties in response. Food impact: 2M tons is MASSIVE — roughly 25-30% of Mosaic's projected US output. Combined with the quadruple disruption, this is the most severe phosphate supply contraction in modern history. ASA's political response signals industry recognition that the crisis is structural, not cyclical.

1. CHINA H2SO4 BAN: DAY 15 — CONFIRMED EFFECTIVE MAY 1 — 260M MT GLOBAL MARKET DISRUPTED. Updated: Global sulfuric acid production exceeds 260M MT annually. China's ban removes the world's largest producer from export markets. 60% of global H2SO4 feeds fertilizer production. Ban now entering third week — market effects beginning to compound. Analysts confirm likely extension through all 2026. Food impact: The China ban is now OPERATIONAL, not just announced. Buyers who were panic-buying ahead of May 1 have depleted buffer stocks. Post-May 1 reality: no Chinese sulfuric acid on the export market, period. Combined with Hormuz sulfur blockage, the phosphate production chain has lost both its primary (Gulf sulfur) and secondary (Chinese H2SO4) input sources simultaneously.

1. EGYPT: BANK PAYMENT CRISIS — MILLERS CANNOT PAY FOR ARRIVED VESSELS. NEW THIS CYCLE. Some Dubai banks closing operations or suspending services linked to Iran war disruption, causing payment processing delays for Egyptian grain importers. LOCAL MILLERS REPORT THEY CANNOT PAY FOR VESSELS ALREADY ARRIVED. This is a LOGISTICS-FINANCIAL crisis layered on top of the commodity crisis. Egypt needs 12.5M tons wheat imports (2026/27, USDA). Food impact: This is a new failure mode not previously tracked. Even when grain physically arrives, the financial plumbing to complete transactions is breaking down. If payment delays cascade, sellers will divert cargoes to other buyers, creating artificial shortages in Egypt (world's largest wheat importer, 110M population).

1. INDIA: IMD ISSUES LOWEST INITIAL MONSOON FORECAST IN 25 YEARS — 92% LPA. IMD projected rainfall at 92% (±5%) of Long Period Average — the lowest initial forecast in at least 25 years. ICRA: "sub-par rainfall expected to weigh on sowing of kharif crops." El Niño probability 62% Jun-Aug. Fertilizer import bill projected toward $18B record. Government raised Kharif subsidy 11-12% but won't cover gap at current prices. Food impact: The ICRA warning is institutional, not speculative. India's farm sector faces a trifecta: worst monsoon forecast in 25 years + El Niño peaking during grain-filling (Aug-Sep) + fertilizer costs up 50% from war. If all three materialize: Kharif yield losses 15-20%+ for pulses and oilseeds. India enters global grain market as buyer = competition with already-stressed nations.

1. SUB-SAHARAN AFRICA: LEAN SEASON NOW 2-5 WEEKS OUT — 55M AT RISK — FUNDING DOWN 40%. WFP funding down 40% since 2024. WFP requires $13B globally but expects ~half. Nigeria: Borno State catastrophic food insecurity continues. 27.2M in crisis-level hunger. DRC: 26.7M. Jun-Aug lean season now IMMINENT. Oil at $107 = transport costs at crisis levels throughout the lean season. Food impact: The countdown is now measured in weeks, not months. Lean season onset with: quadruple phosphate shock (next planting compromised), oil above $105 (transport crisis), humanitarian funding halved, and diplomatic trajectory toward combat resumption. The combination is unprecedented.

1. UREA SPOT: $562.50 — RETAIL: $865/TON — DAP LEADING PRICES HIGHER. Urea spot: $562.50/T (May 13, +1.81% on day). Retail: $865/ton average. DAP now leading all fertilizer prices higher per DTN analysis (May 13). 70% of US farmers still cannot afford all needed fertilizer (AFBF survey unchanged). Food impact: Urea spot volatility continues. The retail-to-spot spread ($865 vs $562) indicates severe distribution and margin-stacking. DAP leadership in price increases reflects the phosphate quadruple disruption flowing through to end-user prices.

TRIP-WIRE STATUS — WTI >$100: LIKELY BREACHED — tracking proportionally with Brent

TRIP-WIRE STATUS — Tier-1 ammonia plants ≥3 offline: STILL CONFIRMED (≥4 equivalent; Day 76 zero restart)

TRIP-WIRE STATUS — WFP 45M conditions: FULLY ACTIVE (Oil $107 ✓ + conflict escalating ✓ + strait closed ✓ + combat being PLANNED ✓ — ALL conditions met)

TRIP-WIRE STATUS — CBOT wheat >$7/bu: APPROACHING — $6.65 spot / $7.10 Dec forward — USDA production -424M bu — conditions deteriorating

TRIP-WIRE STATUS — Chabahar waiver: LAPSED (confirmed; no reversal)

TRIP-WIRE STATUS — China H2SO4 export ban: ACTIVE DAY 15 — OPERATIONAL — extending through 2026

TRIP-WIRE STATUS — Morocco OCP production cut: CONFIRMED (up to 30% Q2 capacity)

TRIP-WIRE STATUS — US Mosaic production cut: CONFIRMED — 2M TONS OFF MARKET — 2026 GUIDANCE WITHDRAWN

TRIP-WIRE STATUS — Gulf water infrastructure: HIGH — Pentagon planning Sledgehammer + ISW: Iran mobilizing — combat probability rising — Kuwait repair status 22 CYCLES STALE

TRIP-WIRE STATUS — FAO FPI >135: APPROACHING — 130.7 (Apr) — May data (early June) will capture oil surge — trajectory 133-137

TRIP-WIRE STATUS — Egypt payment crisis: NEW — banks closing, millers can't pay for arrived vessels

CRITICAL ALERTS (NEW/UPDATED THIS CYCLE)

🔴 ALERT 1: PENTAGON PREPARING "OPERATION SLEDGEHAMMER" — INSTITUTIONAL WAR PREPARATION

• NBC News (May 13): Pentagon considering renaming war "Operation Sledgehammer" if ceasefire collapses.
• WAR POWERS RESET: New operation name restarts 60-day Congressional clock — allows combat without immediate authorization.
• Multiple names under consideration — indicates active multi-scenario planning.
• This is INSTITUTIONAL preparation, not political rhetoric. The military bureaucracy is building the framework.
• Food impact: Sledgehammer activation = Hormuz closure indefinite. Oil $130+. All food metrics enter uncharted territory. No diplomatic off-ramp visible.

• ISW (May 13): Military movements and internal security exercises detected.
• Iran's military assets remain "largely intact" — ceasefire used for reconstitution.
• Combined with Ghalibaf's "prepared for every option": BOTH sides in pre-war posture.
• Food impact: Iran can re-mine Hormuz if combat resumes. 6-month clearance timeline resets. Mining capacity maintained or enhanced during ceasefire.

• Nearly 2M tons US phosphate production removed. Plants at ~50% capacity.
• Withdrew 2026 phosphate production guidance entirely (was >7M tonnes).
• CapEx cut $1.5B → $1.25B.
• ASA urging end to phosphate import duties — industry political response.
• Food impact: 2M tons = ~25-30% of projected US output. Quadruple phosphate crisis deepening. No recovery pathway without Hormuz or China reversing.

• Dubai banks closing/suspending operations linked to war disruption.
• Egyptian millers CANNOT PAY for vessels already arrived.
• 12.5M ton wheat import need (2026/27).
• Food impact: New failure mode — financial plumbing breaking even when grain physically available. If payment delays cascade: cargo diversion, artificial shortages in world's largest wheat importer (110M people).

• All wheat production projected 1,561M bu, down 424M from last year.
• Winter wheat conditions: 28% good-to-excellent (↓ from 31%, below expectations).
• Wheat up 26.73% YoY.
• Food impact: Supply-side confirmation of price pressure. Lower production + deteriorating conditions + war disruption = structural tightness. $7 trip-wire now has BOTH demand-pull and supply-push drivers.

Commodity Price Dashboard

Fertilizer cascade (Day 76 zero transit — CHINA DAY 15 — MOROCCO OCP CUT — MOSAIC 2M TONS — QUADRUPLE PHOSPHATE):

• Nitrogen: urea $562.50 spot / $865 retail. Retail-to-spot spread severe ($300+) — distribution margin-stacking.
• Phosphorus: QUADRUPLE DISRUPTION DEEPENING. (1) Hormuz sulfur blocked Day 76. (2) China H2SO4 ban Day 15 — operational, extending through 2026. (3) Morocco OCP Q2 cut up to 30%. (4) Mosaic: 2M tons off market, 50% capacity, withdrew 2026 guidance, CapEx cut $250M.
• India: Triple Kharif risk NOW — planting window opening. IMD: 92% LPA (lowest in 25 years). El Niño 62%.
• US: Mosaic 2M tons off + Senate phosphate duty bill + ASA lobbying for duty relief = crisis acknowledgment at all levels.
• KEY: Quadruple phosphate = no precedent. 2026 yields locked in with constrained inputs. 2027 impact compounding. ASA political response = industry accepts structural crisis.

Country Food Security Matrix (Cycle 20)

Fertilizer Supply Chain

Production status (Day 76, zero restart — CHINA DAY 15 — MOROCCO OCP CUT — MOSAIC 2M TONS — QUADRUPLE PHOSPHATE):

• QAFCO (Qatar): SHUT — 5.6M t/year offline. Day 76.
• China: H2SO4 export ban DAY 15 OPERATIONAL. 260M MT global market — China is largest producer. 60% feeds fertilizer. NDRC phosphate suspension through Aug 2026. Ban extending through all 2026. Post-May 1 reality: zero Chinese H2SO4 on export market.
• Morocco OCP: Q2 PRODUCTION CUT ACTIVE. Up to 30% capacity. 3.7M MT/year sulfur dependency fully exposed.
• US Mosaic: 2M TONS removed from market. Plants at ~50% capacity. Withdrew 2026 production guidance (was >7M tonnes). CapEx cut $1.5B → $1.25B. Closing Araxa SSP (Brazil), idling Patrocinio mine. CEO: "Not enough phosphate to meet global demand." ASA urging end to phosphate import duties.
• India: IMD 92% LPA (lowest 25-year initial forecast). El Niño 62% Jun-Aug. Kharif planting window NOW OPENING. Fert import bill toward $18B record. Subsidy raised 11-12% — insufficient at current prices.
• Bangladesh: 300K+ tonnes rice at risk. Oil $107 = diesel crisis.
• Iran: Domestic production halted. Blockade Day 76. ISW: preparing for renewed war.
• Egypt: Production curtailed. NEW: payment crisis — banks closing, millers can't pay. Urea up 28% in March.
• Brazil: Mosaic closing Araxa + Patrocinio. 85%+ fertilizer imported. Domestic production DECLINING.
• US: Urea $865/ton retail. 70% farmers can't afford. Mosaic 2M tons off. ASA lobbying.

1. Hormuz sulfur — Day 76 zero transit. ~50% seaborne sulfur trade blocked.
2. China — H2SO4 ban Day 15 OPERATIONAL. Largest global producer removed from exports. Through 2026.
3. Morocco OCP — Q2 cut up to 30%. Sulfur-dependent on closed Hormuz.
4. US Mosaic — 2M tons off market. 50% capacity. Guidance withdrawn. CapEx cut. CEO: demand cannot be met.

• DAP leading all fertilizer prices higher (DTN May 13).
• Recovery timeline: 6+ months minimum in best case. Mathematically unsolvable without China or Hormuz reversing. No alternative pathway exists at scale.

• China: CLOSED (extending through 2026)
• Morocco: CURTAILING (sulfur-dependent)
• Russia: Cape route premium + logistical constraints
• US domestic: CURTAILING (Mosaic 2M tons off)
• Aqaba bypass: Fuel-scale only
• Chabahar: CLOSED
• No viable alternative pathway exists at current scale

Water Infrastructure

Gulf desalination — NO NEW STRIKES — BUT SLEDGEHAMMER + ISW IRAN MOBILIZATION = HIGHEST COMBAT PROBABILITY YET:

Water dependency reference (unchanged):

• Kuwait: 90% desalination dependent (47% of total water; 90%+ drinking water via desal+groundwater)
• Bahrain: 95%+
• Qatar: near-100% drinking water (61% total water supply)
• Oman: 86%
• Saudi Arabia: 70%
• UAE: 42% (90% of drinking water specifically)

Humanitarian Access

WFP status Day 76:

• Zero humanitarian cargo through Hormuz (Day 76). Pentagon planning Sledgehammer. No reopening timeline.
• ~1,550+ ships / 23,000 seafarers stranded. 280 dry bulk grain carriers held up.
• 10,000+ tons WFP food for Afghan children: STILL stuck (Day 76). Chabahar CLOSED.
• WFP reaching <10% of food insecure in Afghanistan. 9.5M food insecure. $622M shortfall.
• Malnutrition among Afghan women/children projected to reach 4.9M in 2026 — a new high.
• WFP: $13B need globally — expects to receive ~HALF. Funding down 40% since 2024.
• Sudan: 25M facing acute hunger (HALF the population). Famine confirmed.
• WFP suspended 135,000 Syrian refugees in Jordan + 250,000 Sudanese refugees in Egypt.
• Somalia: WFP reaching 350,000 vs 2.2M one year ago.
• Yemen: 38+ WFP staff detained by Houthis. One died in detention.
• 8 contexts facing famine conditions: Afghanistan, Gaza, Haiti, Mali, Somalia, South Sudan (4 counties), Sudan (Al Fasher + Kadugli), Yemen.
• 363M+ projected global food insecure (318M baseline + 45M war increment). WFP 45M scenario FULLY ACTIVE.
• 266M in acute food insecurity across 47 countries.
• Famine confirmed/projected in 3 contexts simultaneously: Gaza, Sudan, South Sudan.
• West & Central Africa: 55M at risk for Jun-Aug lean season (2-5 weeks out). WFP funding -40%.
• UNCTAD: 9.1M additional in Asia at risk if oil >$100 through mid-year — threshold BREACHED ($107).
• NEW: Egypt payment crisis — grain arriving but financial plumbing breaking. Banks closing. Millers can't pay.

• Layer 1: Hormuz closed (Day 76). Pentagon planning Sledgehammer. If activates: closure INDEFINITE.
• Layer 2: Central Asia reroute: weeks-long, insufficient volume.
• Layer 3: Chabahar CLOSED. India divesting.
• ALL THREE LAYERS FAILED. Sledgehammer = permanent food access collapse until geopolitical realignment.

Cross-Tracker Linkage

→ Hormuz Crisis Tracker: Day 76. Pentagon planning "Sledgehammer." ISW: Iran preparing for renewed war. Ceasefire violated by both sides since May 4. Lebanon-Israel talks Thursday (Hezbollah violence flaring). 1,550+ ships stranded. Traffic 95% below normal. No reopening timeline. Situation: PRE-COLLAPSE — institutional preparation for combat on BOTH sides.

→ Global Oil Shortage Tracker: Oil consolidating at $107. Down from $110 peak but HOLDING above $105 crisis threshold. Market has priced in Sledgehammer risk — the pullback is NOT de-escalation. If combat resumes: $130+ within days. Physical supply: zero improvement. IEA "largest supply disruption" characterization holds.

→ TACO (Trump Policy Oscillation): OSCILLATION CRYSTALLIZING INTO HAWKISH POSTURE. The Sledgehammer planning represents institutional capture of the hawkish pole — it's no longer oscillation between war and peace, but planning for war while maintaining a diplomatic fig leaf. The War Powers clock-reset strategy indicates the Administration has gamed out the legal framework for resumed combat. Food markets now pricing institutional war preparation, not just political signals.

Escalation Triggers (Updated C20)

C20 Assessment Summary

What changed C19→C20:

• MAJOR NEGATIVES: Pentagon preparing "Operation Sledgehammer" — institutional war preparation with War Powers clock-reset strategy (qualitative upgrade from C19's "considering combat"). ISW: Iran actively preparing for renewed war, military assets "largely intact." Mosaic confirmed 2M tons off market (larger than initially tracked), withdrew 2026 guidance, cut CapEx $250M. USDA: US wheat production down 424M bushels, winter wheat conditions deteriorating to 28% G/E (below expectations). NEW: Egypt bank payment crisis — millers can't pay for arrived grain vessels (new failure mode: financial plumbing breaking). China H2SO4 ban enters Day 15 operational phase. India IMD issues lowest monsoon forecast in 25 years (92% LPA). Lebanon-Israel talks Thursday with Hezbollah violence flaring (parallel instability). Sub-Saharan Africa lean season now 2-5 weeks out, WFP funding down 40%.
• MINOR POSITIVES: Oil pulled back from $110 peak to $107 (consolidation, not de-escalation). Ceasefire still technically in place. Pakistan mediation not formally ended. Egypt domestic wheat production near record (9.8M tonnes) partially offsets import crisis. North Africa wheat imports projected down 13% due to better local harvests.
• Net: Score HELD at 9.7. C19's escalation signals CONFIRMED AND INSTITUTIONALIZED. The shift from C19 to C20 is qualitative: "considering combat" → "planning the next operation and its legal framework." ISW's assessment of Iranian military preparation means BOTH sides are now in active pre-war posture. The food system is experiencing a new failure mode (Egypt payment crisis) that C19 didn't track — even when grain physically arrives, the financial system to complete transactions is breaking down. Lean season is now weeks away. India's Kharif window is opening with the worst input conditions in a generation.

• Deal path (3-5%, ↓↓): Dramatic reversal by both sides → revised MOU → gradual reopening. Score: 9.7 → 8.5 over 60 days. LOWEST PROBABILITY SINCE TRACKING BEGAN. Pentagon naming the next war is not consistent with deal-making.
• Collapse path (40-45%, ↑): Sledgehammer activates → oil $130+ → Hormuz indefinite → desalination targeting → all metrics uncharted. Score: 9.7 → 9.9+ within days. NOW APPROACHING BASE CASE STATUS. The gap between collapse (40-45%) and limbo (50-55%) is narrowing.
• Limbo path (50-55%, ↓): Extended impasse → structural damage deepens → Kharif at risk → lean season hits → reserves deplete → FAO FPI climbs. Score: 9.7 → 9.8 gradual climb through June. STILL base case but corridor is narrowing — limbo and collapse are converging.

1. Does Sledgehammer activate? Watch: Pentagon deployments, carrier movements, B-2 activity, War Powers notifications.
2. Lebanon-Israel Thursday talks — does the parallel ceasefire hold or collapse?
3. Oil: does Brent hold $105-107 or break higher? Sledgehammer activation = $130+.
4. Wheat: does spot break $7? USDA supply-side + war demand-side = dual pressure.
5. Egypt payment crisis: does it cascade or get resolved? Watch: more banks closing, cargo diversions.
6. India: Kharif planting onset — ground-level fertilizer availability and monsoon onset timing.
7. ISW: further indicators of Iranian military preparation — pre-positioning, IRGC deployments.
8. Sub-Saharan Africa: lean season onset (2-5 weeks). Borno State monitoring. WFP funding status.
9. China H2SO4: Day 15+ — are panic-buying effects compounding? Downstream phosphate impact.
10. Mosaic: ASA lobbying outcome — does duty relief happen? Full capacity impact assessment.
11. FAO FPI May data (early June): will capture oil surge. Target: 133-137.
12. Kuwait desal repair: 22 CYCLES STALE. Need visibility URGENTLY before potential Sledgehammer.

Scout 🏹 — Cycle 20 complete. Day 76. Score 9.7/10. Pentagon preparing "Operation Sledgehammer" — institutional war preparation with War Powers clock reset. ISW: Iran actively preparing for renewed war, military assets "largely intact." BOTH sides in pre-war posture. Oil consolidates $107 above crisis threshold. Wheat holds $6.65 with USDA confirming supply-side tightness (-424M bu, conditions 28% G/E). Mosaic: 2M tons off market, guidance withdrawn. Egypt: NEW failure mode — banks closing, millers can't pay for arrived grain. China H2SO4 ban Day 15 operational. India: lowest monsoon forecast in 25 years as Kharif planting opens. Sub-Saharan Africa lean season 2-5 weeks out with WFP funding -40%. The diplomatic trajectory has shifted from political rhetoric to institutional preparation for resumed combat. Limbo and collapse paths are converging.