# | Fault Line | Status |
|---|
1 | AI Bubble / Industrial Demand Collapse | TRIGGERED — split-signal quarter (Alphabet FCF negative vs. Amazon/Microsoft acceleration); Terafab and Paducah entries added |
2 | Strait of Hormuz / Iran Energy Disruption | TRIGGERED — intensifying; Oman route coordinates agreed, but IRGC “non-interference” condition and 16th ADNOC tanker strike keep reopening unresolved |
3 | Private Credit Time Bomb | TRIGGERED — contagion signal extended into mortgage finance (UWM) |
4 | Passive Investment Trap / Unemployment | TRIGGERED — upgraded; July payrolls fell -23,000 (first negative print tracked), plus a -103,000 three-month revision |
5 | Dollar Hegemony Transition / BRICS | CHECKED, NOT TRIGGERED — Sanctioning Russia and Iran Act passed Senate 86-11 (Aug 7); joint US-Japan intervention logged |
6 | Diesel Transmission Belt | TRIGGERED — reaffirmed by Exxon/Shell/Chevron on-record tight-supply confirmation |
7 | Turkey (candidate) | CHECKED, NOT TRIGGERED — unchanged |
8 | Temple/Priesthood Restoration | MONITORING — unchanged |
9 | Indo-Pacific / Taiwan Strait (candidate) | CANDIDATE — resolved without elevation; Han Kuang/munitions-conflation claim checked, not triggered |
10 | Super El Niño / Global Food System | WATCH (elevated) — unchanged |
11 | Global Seismic / Volcanic Unrest | CANDIDATE — unchanged |
12 | Gulf Desalination / Water Security | TRIGGERED — upgraded; CNN confirms Iranian threat against Gulf desalination was a decisive factor in Trump's stand-down of a planned strike |
13 | Cross-Theater Munitions Resource Competition | TRIGGERED — deepened; CSIS/CNN confirm ~65% Patriot / up to ~80% THAAD depletion; EUCOM homeland-vs-Israel tradeoff memo; NK troop escalation still single-sourced |
14 (NEW candidate) | Domestic Critical Infrastructure — Water/OT Targeting | CHECKED, NOT TRIGGERED (candidate) — CISA advisory AA26-097A names Iranian-affiliated actors; formal USG attribution still pending |
— | Silver/Precious Metals Demand (cross-cutting) | Context layer, not separately triggered |
— | Domestic Food Security / Agricultural Input (cross-cutting) | Context layer; fertilizer mechanism substantiated |
— | Stagflation Convergence (cross-cutting) | Elevated-risk/early-stage; UWM mortgage entry reinforces |
— | Core-Ally Bond/Currency Stress (cross-cutting, feeds FL5) | Candidate for own numbered line; US-Japan intervention is a direct response to this cluster |
— | Helium Supply Disruption (cross-cutting, feeds FL1/FL2) | Inelastic chokepoint — cost/rationing crisis, not yet production-halt crisis |
— | G7 Political Instability (background) | Not mapped to a numbered line |
— | Targeted Figure Mortality (provisional watch) | Placeholder closed against a second qualifying event; Sen. Graham's death now tied to the Sanctioning Russia and Iran Act's naming and passage |
— | Nuclear Posture Doctrine Shift (candidate) | MONITORING — Colby tactical-nuclear review confirmed on record; munitions-exhaustion causal link remains uncorroborated |
— | UNGA 81 Provisional Agenda Publication Watch | WATCH — routine; A/81/150 not yet posted as of this edition |