Iran says Hormuz stays shut as IRGC reports two more supertankers hit · Houthi missiles downed over Mecca region · Russia strikes Kyiv as US envoys reach Moscow

Risk stays high on Thursday, Nov. 12. Talks continue on two fronts, but attacks on shipping, Saudi Arabia and Ukraine go on.

Iran and Hormuz: Iran's Revolutionary Guards say two supertankers carrying over 4 million barrels were stopped after explosions on an "unauthorized" southern route; this is not independently verified. Iran's chief negotiator Ghalibaf says the strait will "never return" to its prewar status and that Tehran awaits a US reply to its seven conditions. Reuters sources say Iran hit navigation aids on Oman's Didamar Island; an Omani official denies it. Trackers show almost no commercial crossings.

Threats: Senior Iranian commanders threatened US leaders and US bases in Europe. G7 foreign ministers voiced grave concern over Iranian plots on their soil.

Saudi Arabia and Yemen: Saudi defenses downed Houthi missiles and drones aimed at Riyadh, Mecca and the south; debris fell in Mecca province. The Houthis deny targeting Mecca and claim strikes on Riyadh's airport and a Yanbu oil pumping station.

Ukraine/Russia: Hours after Abu Dhabi talks ended, Russia hit Kyiv and eight regions with missiles and 123 drones. At least 10 people were killed across Ukraine and over 160 Rivne settlements lost power. US envoys Witkoff and Kushner are in Moscow to meet Putin.

Markets and US: Brent holds near $92-93. In Florida, the St. Johns River is set to crest near record on Nov. 14, threatening homes near Cocoa and Rockledge.

For USL readers: no new action needed. Keep fuel and basics topped off, and never drive through floodwater.