متتبع أزمة إيران-الخليج 2026
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strikeApr 11, 2026

Friday's Final Word

Summary

Our links are alive, and so we begin, foolishly laying our tabs on the table ... There’s new information being shared in the intelligence community indicating that the IRGC is using the ceasefire window to carry out operations that tighten its grip on this critical choke point, I'm told.— Trey Yingst (@TreyYingst) April 10, 2026 We have reached out to shipping companies to see if they paid the fee… Ed: I don't think this falls under the ambit of the intel community. It's pretty obvious what the IRGC wants to do with the Strait, The question is how long we intend to let them get away with it. === Al Jazeera: With key differences in the Iranian and American positions seemingly intact, Pakistan is aiming for what officials describe as a realistic – if modest – outcome from the negotiations between the two warring nations set to commence in Islamabad on Saturday. The aim: to get the United States and Iranian negotiators to find enough common ground to continue talks. ... Experts and sources close to the mediation effort said there was little expectation that a major breakthrough would be reached on Saturday. But by setting a more realistic ceiling – an agreement in Islamabad to continue deeper negotiations aimed at finding a lasting peace deal – Pakistan is hopeful it can help build on a truce that led to a collective sigh of relief globally. “Pakistan has succeeded in getting them together. We got them to sit at a table. Now it is for the parties to decide whether they are willing to make the sacrifices necessary to reach an eventual solution,” Zamir Akram, Pakistan’s former ambassador to the United Nations, told Al Jazeera. Ed: If Iran continues to threaten shipping in the Gulf, this conversation will be very, very short. Trump made that clear today. The Iranians keep trying to add conditions to talks as though they have any leverage other than piracy and terrorism, which all but demonstrates the necessity of destroying this regime once and for all. === Feels a lot better than how our grandparents felt standing in line for the gas chambers. https://t.co/tqrqhT0lgd— raz sauber - רז זאובר (@raz_sauber_) April 9, 2026 Ed: And this explains the necessity of Israel as a Jewish state in the place where Jews have lived for thousands of years. No one else can be relied upon to defend Jews except Jews, and no one else in the region has created a democracy as robust as the Israelis have. === Amit Segal at The Free Press: Roaring Lion was a significant operation, but success isn’t binary. It delivered a substantial reduction in nuclear capabilities, an even greater crippling of ballistic assets, and a potentially fatal blow to the regime’s long-term survival. Iran now resembles a movie character, but one from a comedy, not an action film: the armless, legless Black Knight from Monty Python and the Holy Grail, threatening to bite at Israel and the U.S.’s shins. Its funding apparatus in ruins and sanctions still in place, the regime’s resources are stretched incredibly thin, forcing an agonizing financial dilemma. With its still-depreciated rials, it must choose between rebuilding a ballistic missile industry, outfitting a brand-new navy, or investing in air defense. It could also try investing in improving the lives of its population, but that is far less likely. As early as the second week, it became clear that the regime would not fall from airstrikes alone. The U.S. and Israeli strategy pivoted: Hit them hard, then allow internal pressure to build while the U.S. military remains in the region as a passive deterrent against mass repression. The recent prospect of negotiations complicates that signal to the Iranian public, but the core strategy may still hold. While the Iranian threat has been at least temporarily defanged, a new long-term threat is rising: U.S. public opinion. Ed: We have not yet won the war. We can't really lose this war, but we could still lose the peace by not seeing the war through to the end. This is an excellent read by Segal, and a pretty daunting consideration of how easily the TDS-afflicted media and populace could ruin the one opportunity to end the threat Iran has posed to the US and our interests for 47 years. === At times, since Trump came into office in 2017, I’ve had serious reservations about his willingness to follow through on Iran. I was proven wrong.— Mark Dubowitz (@mdubowitz) April 10, 2026 Are we underrating Trump on Iran yet again? At each key moment, many have assumed he would blink, and at each key moment he has… Now he takes a two-week pause, lays down 15 demands, and warns that if there is no acceptable deal, including on Hormuz, military action resumes. Perhaps he is not blinking. Perhaps it’s not TACO. Perhaps it is coercive diplomacy backed by force. Perhaps he will return to major military operations with even more force if diplomacy fails. And, on Hormuz, are we writing the ending before the story is finished? Ed: Or are we all working the refs to some extent to push one direction or the other? We see through this glass darkly, as is true for all wars. The trouble for us is that Trump has an extemporaneous style that creates these ambiguities, and so we have less clarity than we might otherwise have. Dubowitz makes a good argument for patience here, especially since Trump has already done far more to restore American credibility on the use of force than any president in regard to Iran. === Zineb Riboua: What makes this moment significant is that Operation Epic Fury has accelerated a reckoning that was already underway. The Arab world is watching the proxy architecture Iran spent decades constructing get dismantled, and it is processing the implications for its own political future. The first thing that has emerged from this is a demonstration of capability that no one predicted. Gulf states that absorbed thousands of rockets and drones while maintaining full civilian life and political composure have revealed a military steadiness that decades of condescension from Western and Arab nationalist commentators had written off as impossible. The second is a region at a genuine inflection point, one where the destruction of Iran’s proxy architecture opens a real possibility of Arab states governing themselves without external interference for the first time in a generation. Western observers who followed this war through the lens of Iranian social media accounts have been watching a carefully produced performance. The Arab world has been watching something else entirely, the first serious challenge to an ideology that was never democratically adopted, never welcomed, and imposed through violence and subversion from the moment of its founding. Ed: This may be the smartest read of the day. Outside of Hot Air, of course. It's lengthy but well worth the time. === God does not bless any conflict. Anyone who is a disciple of Christ, the Prince of Peace, is never on the side of those who once wielded the sword and today drop bombs. Military action will not create space for freedom or times of #Peace, which comes only from the patient…— Pope Leo XIV (@Pontifex) April 10, 2026 Ed: The community notes on this are enlightening. There are multiple examples from the Old Testament where the Lord not only blesses conflict but orders the Israelites into battle. He ordered the utter destruction of the Amalekites, as just one example. This is lazy pacifism as fashion, not Christianity, especially in the context of war against a regime that just murdered over thirty thousand unarmed civilians less than two months before the war began. Unfortunately, the Vatican has pursued the fashion rather than actual justice for some time, not just with Pope Leo XIV. === Jim Treacher: It’s Thursday, April 9, 2026. I’m allegedly Jim Treacher. And I just learned a new acronym. You just heard it. Okay, let me try this: MMIWG2SLGBTQQIA+. That stands for: Missing and Murdered Indigenous Women and Girls, Two-Spirit, Lesbian, Gay, Bisexual, Transgender, Queer, Questioning, Intersex, Asexual, and additional identities. Again, that’s MMIWG2SLGBTQQIA+. I find it helps to go three letters at a time. Like when you’re giving your account number to the customer service guy, who says his name is Steve but he has an Indian accent. Ed: It's worth noting that the politician who used this is not a member of Canada's government, but a backbencher in its parliament. Still, this is less political than it is cultural, and woke is about the only thing that won't get MAID-ed north of the 49th Parallel. Woe, Canada. Speaking of which ... === NEW: Border Patrol caught & arrested four British nationals entering the US illegally in a remote part of Maine after crossing from Canada.— Bill Melugin (@BillMelugin_) April 9, 2026 Their names: Ali Mohammed Ali Abdullah, Hameed Mohammed Nagi, Ibrahim Ayyub Khan, and Mohammed Sultan Saleh.https://t.co/asFHNymegA Ed: I have no doubt that they are all British nationals. I also have no doubt that they didn't illegally enter the US to teach cricket or enforce the Oxford comma. === Politico: Kamala Harris just gave the Democratic Party the most explicit sign yet she’ll run for president in 2028. “Listen, I might, I might. I’m thinking about it,” Harris told the Rev. Al Sharpton at the National Action Network convention on Friday, when he asked her whether she will run again in 2028. “I’ll keep you posted,” she said as she walked off the stage, concluding a roughly 40-minute appearance that was peppered with cheers and a standing ovation from attendees. The former vice president has toyed with the idea before, but her comments Friday took on a new meaning in front of an audience full of Black lawmakers, influential power brokers and voters at what amounted to the first major cattle-call for the potential 2028 Democratic field. “I know what the job is and what it requires,” she told Sharpton on stage. Ed: Good luck with that! Republicans are cheering you on, Kamala. Also, she never demonstrated the slightest grasp of what the job is and what it requires. Harris spent 107 days running away from the press, and her only executive decision of note otherwise was to appoint Governor JazzHands McSnitchLine to the ticket. This won't matter anyway, as Harris is too incompetent to compete in any election not handed to her outright – and EVEN THEN ... === I missed an opportunity to say "No cards? They're holding a strait." https://t.co/IsiPefhUmi— Olivier Knox (@OKnox) April 10, 2026 Ed: This is my nomination for Tweet of the Day, regardless of your position on the war. I felt burning envy from the moment I read this. === Jonathan Turley: It is true that Kavanaugh went to elite schools, but so did Sotomayor, who graduated from Princeton and Yale. Both of Kavanaugh’s parents were indeed lawyers, but it is odd that Sotomayor would miss the compelling story of his mother, Martha. She was a history professor who went to law school while raising a family and eventually became one of the minority of women on the state bench. That would also seem to be “gender origins” that Sotomayor previously cited as key in her view of impactful judging. However, what was most striking was Sotomayor’s backhanded suggestion that Kavanaugh “doesn’t really know any person who works by the hour.” The suggestion is that he has avoided — and continues to avoid — interactions with people who get paid on an hourly basis — while she is more inclusive in her circle of friends. It is obviously false, but more importantly, petty and unfair. The attack suggests that, while she is a “wise Latina,” Kavanaugh is a privileged prig on the Court. The fact is that many blue-collar (if not most) workers identify more with aspects of Kavanaugh’s jurisprudence. Ed: The woke dogma lives loudly within Justice Wiselatina. What a classless display of classism. === It’s a cool quote that becomes instantly self-refuting when you realize that you could say it today and get a positive reaction, but you’d have to use a completely different list of companies because those guys weren’t in charge after all. https://t.co/tAa4KSulpv— Byrne Hobart (@ByrneHobart) April 10, 2026 Ed: This may be the most intriguing tweet of the day. It demonstrates the failure of Marxism, which rests on the premise of "late stage capitalism" that becomes a corporatist stasis. Lots of leftists argued at that time that we'd reached that stage, and ... look at all of the innovation and entrepreneurial energy that has been unleashed since that point. The most impactful event within that time may well be the anti-trust case against AT&T, which unlocked all sorts of innovation within the telecom sphere. === Welcome home Reid, Victor, Christina, and Jeremy! 🫶— NASA (@NASA) April 11, 2026 The Artemis II astronauts have splashed down at 8:07pm ET (0007 UTC April 11), bringing their historic 10-day mission around the Moon to an end. pic.twitter.com/1yjAgHEOYl Ed: Welcome home to Earth! We would have cleaned the place up for you, but … well, you know... Editor's note: If we thought our job in pushing back against the Academia/media/Democrat censorship complex was over with the election, think again. This is going to be a long fight. If you're digging these Final Word posts and want to join the conversation in the comments -- and support independent platforms -- why not join our VIP Membership program? Choose VIP to support Hot Air and access our premium content, VIP Gold to extend your access to all Townhall Media platforms and participate in this show, or VIP Platinum to get access to even more content and discounts on merchandise. Use the promo code FIGHT to join or to upgrade your existing membership level today, and get 60% off!

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  • Ed MorrisseyBy Ed Morrissey

    Our links are alive, and so we begin, foolishly laying our tabs on the table ... There’s new information being shared in the intelligence community indicating that the IRGC is using the ceasefire window to carry out operations that tighten its grip on this critical choke point, I

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Over the weekend, after exchanges where the US hit bridges and a desalination plant in Iran (reportedly repaired very quickly) and Iran’s response included hitting a much more important desalination and power plant in Kuwait and pounding important US operations in Jordan, the US attacks fell way back one night and CENTCOM and even Trump were quiet.

Some speculated that more Gulf states were denying the US the use of their airspace and the US was having to make a major regrouping. However, the US resumed strikes last night, with the pretext that the US had suffered two more military deaths on top of two just reported.

1 Trump had promised intensified strikes beginning more or less today if Iran did not return to negotiations, as in capitulate. And as many noted, the US had escalated last week, albeit not to the level of attacks during the initial phase of the war, not just with the number of strikes but also the targeting: the aforementioned desalination plant, bridges, too close for comfort to the Bushehr nuclear plant2 and to a nuclear site under development at Darkhovin.

Many have argued that the latest round of strikes look like shaping attacks in preparation for a ground operation, which pretty much everyone with even a modicum of military knowledge sees as insane.3 Daniel Davis has also mentioned in passing that despite all the noise about using ground forces and other signs of a buildup, such as more refueling tankers flying to Jordan, that Trump was shaken by the near-disaster at Isfahan, where a supposed rescue of a downed pilot resulted in the loss of more air assets than in any single engagement since Vietnam.

Many experts have contended that that was an actual operation, a botched attempt to remove some of Iran’s “nuclear dust.” However, Scott Ritter may have squared that circle. See his brief clip starting at 11:55: From a lightly-edited machine transcript: Jawaid: Scott Ritter thinks that Israeli lap dog Trump will soon launch a ground invasion of Iran, but he will fail miserably.

Also, this is something Iran has been wanting Trump to commit to for a long time. Ritter: There’s a a mission called a raid. Um, and I, you know, we already had US troops fighting on the ground. We did a raid to rescue a pilot. We were in limited ground combat operations there.

I think there’s a high potential that the US will conduct a raid here and there because that’s a that’s a a very specific task. A raid is is the only military mission where we plan to retreat. You know, every other military mission there’s no plan. You commit and you go, but a raid is in and out.

So maybe we can do a raid, but the idea that we’re going to land in seize territory, there’s zero chance that will happen because there’s zero chance of success. Now admittedly, if pilot rescue came about as the result of the botched operation in Isfahan, that would be debatable as a raid.

Even though the intent again was to retreat, the US would have had to stage equipment for the removal and transport of nuclear material, so there would be a short-lived occupation of terrain and not just a fast snatch and grab, as with Maduro. Nevertheless, the US military may not be totally suicidal, so the plan may be for a fast landing to inflict some sort of concrete form of damage that cannot be well inflicted from the air and then to decamp.

This segment also includes a very informative explanation of how important the operations in Jordan are to the US, and how the Iran intend is destroy bases so that the US has to retreat to Israel and then Iran will proceed forcefully against the remaining assets there.

We’ll soon turn to updates, but to start with some bigger picture considerations: it is disconcerting to see how many commentators resort to the trope that neither side can prevail on the battlefield, that they will in the end negotiate an outcome. As we pointed out, a study of modern wars found that more than half did not.

The distrust between the two sides, which has now reached the level of mutual loathing as a result of the fast breakdown of the already likely to fail Memorandum of Understanding (MOU), means any “deal” is vanishingly unlikely. Iran knew even before it entered into talks that the US and Israel intended to execute a “mowing the lawn” strategy, of keeping crippling sanctions in place and beating up on Iran every so often to weaken it and hopefully create severe internal divisions that would trigger an overthrow or balkanization.

Even if Iran’s 47 year record of taking severe punishment and surviving says this plot would probably fail, Iran had been preparing since the Iraq War for the US and Israel to launch a major campaign. After the illegal launch, the assassination of a major part of Iran’s leadership, as well as war crimes exemplified by the massacre of school children in Minab, the nation is highly unified around inflicting a decisive defeat on the US, so that it won’t even think about military action against Iran for at least a decade.

We were far from alone in making that case early in the war and Iran’s resolve has only stiffened as it can see how it has weakened the US while Iran has learned from combat and claims to have even bigger inventories of key weapons than it had at the start of the war.

Critically, Iranian leaders have said, bluntly, that negotiating with the US is not just pointless but also demeaning. Consider the germane parts of a recent statement by the Supreme Leader Mojtaba Khamenei,4 as summarized at PressTV: - Leader said the United States had once again violated the memorandum of understanding signed between the presidents of Iran and the US, proving that the signature of the American president is worthless and unreliable.

- He said bullying, hegemonic ambition, and savagery are inseparable characteristics of the United States and that Washington had once again revealed its true, unmasked face to the world. - He described the latest developments – US attacks against southern Iran, mainly targeting the civilian infrastructure – as further evidence of America’s deceitfulness, irrationality, unreliability, and wickedness.

- Leader said the United States is seeking to ignite further war despite facing heavier costs and greater disgrace. - He warned that the Iranian nation and the Resistance Front have unforgettable lessons for the United States, adding that the bravery of Islamic resistance fighters and the courageous people of southern Iran have already demonstrated examples of those lessons.

However, Araghchi subsequently gave an interview which can be read as pushing back against the Supreme Leader:5 Iran’s Foreign Minister Abbas Araghchi says that negotiations with the U.S. should be pursued even if the chances of success are only 10 percent, further highlighting disagreements between Iran’s political and military echelons.

“I am the Foreign Minister for the interests of… pic.twitter.com/uW1DzcfRhG — Ariel Oseran أريئل أوسيران (@ariel_oseran) July 19, 2026 Keep in mind also that China is still bleating about the need to settle the conflict and Pakistan and Qatar (among others) are also pressing for a resumption of the talks, so Araghchi as Foreign Minister has to keep the idea in play, irrespective of whether he privately places much stock in the idea.

6 And there is another way to read Araghchi’s talk: So they wanted to manufacture a clean record of “we exhausted every diplomatic option." Once that record existed, the hardliners with Mojtaba could shut the process down without looking like the ones who refused talks.

Moderates who pushed the channel now own the failure, and… https://t.co/Y63yYJVaEZ — Vonbury Research (@VonburyResearch) July 19, 2026 Kinetic action seems likely to continue to dominate: ADVISOR TO IRANIAN SUPREME LEADER, MOHSEN REZAEI, SAYING: “I declare it is over.

Both negotiation and war are over. If in the next two or three days the Americans continue the war, we will enter a phase of complete offense and destruction.”#Iran #IranWar pic.twitter.com/1M3A1pboH9 — Iran Now – WANA (@WANA_Iran) July 18, 2026 Robert Pape also seems confident that US escalation will continue7.

I found this discussion noteworthy because Andrew Neil strongly resisted the idea that there would be no negotiated ending and also found it inconceivable that Iran could become, as Pape has argued, the fourth world power. In other words, Neil seems to epitomize a set of normally pretty smart people who find it hard to see where the direction of travel is going because those outcomes so conflict with their priors: From a lightly cleaned up machine transcript: Pape: This is not what’s coming in the next few weeks likely.

What’s much more likely is he’s [Trump’s] going to do the close blockade and if he can then use the southern corridor with that close blockade to reopen the Strait, he’ll he’ll be probably satisfied with that. Very unlikely that’s going to work and that’s why you’ve got the 82nd Airborne and the Marines there to push back further.

Now, I’m not saying this is going to work, Andrew…. Neil: So, I’ve got to ask you some questions in this because I’m unclear. Do you think that the of the limited options President Trump now has, that escalation as you describe it is the most likely?

Pape: Yes. Neil: And that escalation will begin with a much more aggressive, more comprehensive a naval blockade of the Strait of Hormuz with the possibility of ground incursion on the northern side of the straight in Iranian territory? Pape: Yes. Yes, and it’s our and and the first part has already started this week.

So, so you’re already seeing in fact last week was the beginning of the air suppression campaign for this week. And as President Trump laid out the bombing schedule last night, the reason he will, if he if this keeps going forward, okay, just keep saying that if, he’s going to want to take out things like electric power and bridges is because he’s going to want to try to suppress as much of Iran’s military defenses as he can as he goes forward here.

And the military is giving him the plans for doing that. One place where I differ with Pape is that he posits that Congress might get out of bed in six months and Do Something to check Trump then. To again invoke Stein’s Law, if something cannot continue, it will stop.

The US and Israel can of course carry on with terrorism within Iran, such as assassinations and cyber attacks. But the level of weapons depletion and on current trajectories, shortly-arriving fuel shortages, seems very likely to put a choke chain on US aggression soon.

From Larry Johnson in The US Faces a Strategic Crisis with Iran…The Rapid Depletion of US Battlefield Missiles:8 The tables below are based on the most recent publicly available analyses from CSIS, the Payne Institute, and major media outlets (as of mid-2026), and provide a current (overly optimistic in my opinon) estimate for US inventory levels of these key weapons systems.

Please note that actual inventories are classified; these are informed estimates derived from DOD budget documents, procurement records, and reported expenditures during Operation Epic Fury (the US-Israeli war with Iran). Air Defense Missiles Anti-Radiation / SEAD Long-Range Strike (Ground & Sea-Launched) Missiles These are not just the numbers currently in the hands of US CENTCOM (i.

e., the US military command in charge of the war against Iran), these are the total numbers available to all of the US military commands. If these missiles are allocated evenly to the other two critical commands — i.e., EUCOM (European Command) and PACOM (Pacific Command) — then you begin to understand the gravity of this deficit.

Let’s take the case of the Tomahawk missile. Let’s assume there are 3,000 left (I believe that is a generous over estimate) and the remaining number are divided evenly among CENTCOM, EUCOM and PACOM… That means each command gets 1,000. Does anyone want to argue that in the event of a hot war with Russia or China that EUCOM and PACOM respectively would be able to sustain combat operations for more than four weeks?

Hell, CENTCOM fired 850 of them during the first four weeks of EPIC FURY. Here’s another major problem: All eight missile systems rely on rare earth elements — there are no exceptions among modern US precision-guided weapons. The dependence is nearly universal because rare earth permanent magnets are irreplaceable for the high-performance actuators, guidance motors, and seeker gimbals that make these weapons accurate.

And who controls the supply chain of these rare earth minerals? China!… The supply chain isn’t just about mining — it’s about processing, separation, and magnet manufacturing, which China controls: - Mining: China ~60% of global rare earth oxide production - Refining/Separation: China ~91% - Sintered NdFeB Magnet Manufacturing: China **~94%** Now to updates.

From Aljazeera’s live feed: - A vessel is on fire in the Strait of Hormuz after being hit by a projectile, forcing the crew to abandon ship. They were later rescued by a tugboat. - One person has been killed and several others wounded after the US military attacked the Iranian city of Tabriz in northwestern Iran.

The entries in the feed include ones describing how Mr. Market is taking cheer from the Iran Foreign Ministry admitting they are getting communiques from intermediaries and reviewing them as if they originated from the US. Recall that the negotiators have often developed ideas and tried to sell both sides on them.

Bloomberg’s Javier Blas, who has been a consistent seller of lower oil prices, is refreshingly precise about Iran not saying either way as to whether the missives were from the US or just the negotiators operating on their own: Iran has received “some proposals” from unspecified mediators regarding the war with the US, Iranian Foreign Ministry Spokesman Esmail Baghaei says in press conference, without elaborating.

— Javier Blas (@JavierBlas) July 20, 2026 Contrast that with the Aljazeera account: Oil prices ease after Iran says US contacts continuing through mediators Oil prices have scaled back their gains after hitting their highest in a month after Iran said diplomatic exchanges with the US are ongoing via mediators despite renewed conflict in the Middle East.

Grr. Another Aljazeera live feed entry: Iran ‘counting down the minutes’ for US ground invasion [Today’s Iran war post launched more or less complete. I will be off duty for a while. If there are any updates, they will come in the comment section later] Foreign Ministry spokesperson Esmaeil Baghaei says the United States will face “consequences of any adventure” to seize Kharg Island in southern Iran.

He added there are people in Iran’s leadership “counting down the minutes to welcome” US forces in any ground invasion. Kharg is the heart of Iran’s oil industry. It sits 55km (34 miles) off Iran’s coast in Bushehr province. President Trump has repeatedly threatened to seize the territory during the war.

A raid on Kharg could fit Ritter’s raid scenario, with the US busting things up and then leaving.9 But experts have pointed out that Iran has at least four other export routes. Kharg is the most efficient but losing it while being repaired would be inconvenient as opposed to a fatal blow.

From Bloomberg’s landing page: From US Bombs Iran for Ninth Day as Standoff Over Hormuz Deepens: The US conducted a ninth straight day of airstrikes on Iran, trying to force the Islamic Republic to stop shipping attacks and reopen the Strait of Hormuz.

The American military bombed military targets and communications networks in a three-hour operation ending around 5:30 a.m. Iranian time on Monday. Iran continued to attack US bases in the likes of Kuwait, Jordan, Bahrain and Iraq. The standoff shows no sign of easing, with Iran refusing to relent over Hormuz and insisting it has a right to manage traffic through the waterway.

Energy prices have jumped on the worsening hostilities. Brent crude oil rose to above $90 a barrel for the first time in more than five weeks in early trading on Monday. US gasoline prices climbed back over the $4-a-gallon mark, potentially hurting President Donald Trump and his Republican party ahead of midterm elections in November… Hormuz Shipping Traffic Slumps as US-Iran Hostilities Worsen The tit-for-tat attacks are getting deadlier….

Shipping volumes have slumped and the number of tankers and other vessels going through Hormuz is roughly down to the same level from the height of the conflict in March and early April… US President Donald Trump warned Iran last week he’d escalate airstrikes and widen the scope of targets until it backed down… Kuwait continues to experience some of the worst attacks from Iran.

Over the weekend, Kuwait’s main state energy company said an unspecified site sustained “significant material losses,” causing its evacuation and a number of injuries, while two power and desalination plants have been hit in recent days. And from Hormuz Traffic Near Standstill as US-Iran Hostilities Escalate: - Visible traffic through the Strait of Hormuz appeared at a near standstill Monday after Iran targeted vessels in the narrow waterway.

- A Marshall Islands-flagged bulk carrier and a liquefied petroleum gas carrier appeared to approach the strait, with the bulk carrier turning off its transponder while approaching. - The targeting of vessels will likely raise fresh concerns over the safety of ships transiting Hormuz, which could deepen disruptions to energy flows from the Persian Gulf to global customers.

Indirectly importance of US operations in Jordan, the lead story in the Wall Street Journal is Jordan Becomes New Flashpoint in U.S.-Iran War as Troop Deaths Rise. But it fails to set forth any of the juicy details that Janta Ka presents. This is the thin strategic gruel offered: For years, Jordan sought to play down its close military and intelligence cooperation with the U.

S. The U.S. aircraft that carried out strikes on Islamic State from a base in Jordan during the American war with the militants didn’t advertise the country they were operating from. But Jordan’s role is now becoming too prominent to obscure. Jordan has become an attractive location for U.

S. armed forces since it is among the most permissive in the Arab world when it comes to allowing the U.S. to operate from its bases. A bit more on Jordan: The view from Tehran. “The increased focus on Jordan may serve as part of Iran’s preparation and testing of operational concepts for more intense and precise strikes against Israel in later stages of the conflict.

Qatar and Saudi Arabia—have at times sought to impose limits… — Policy Tensor (@policytensor) July 20, 2026 By contrast, the House of Saud published a remarkably revealing document (hat tip Eugene Linden), Iran Struck Prince Sultan and No One Was Required to Say So: Iranian ballistic missiles struck Prince Sultan Air Base in Al-Kharj on July 18, wounding twelve US service members — two critically — and hitting KC-135 Stratotankers on the flight line while a second rotation was still climbing out.

Saudi Arabia’s Civil Defense Authority cleared the sirens six minutes later without naming the weapon, the origin, or the damage, and neither Riyadh nor Washington has issued an official statement since. The strike was the first direct Iranian attack on Saudi territory in approximately four months, a gap during which the IRGC struck Kuwait, Bahrain, Jordan, Qatar, and the UAE while conspicuously sparing the Kingdom.

Its return to PSAB — confirmed by a US official to Axios, corroborated by satellite imagery, and detailed by Air & Space Forces Magazine — ended whatever territorial immunity Saudi Arabia believed it still possessed. But the more consequential development is not the strike itself.

It is the silence that followed, and the institutional architecture that sustains it: a three-party managed ambiguity in which Iran, Saudi Arabia, and CENTCOM each benefit from leaving the damage question unanswered, because answering it would force a public reckoning with a PAC-3 reserve that is approaching a ceiling none of them can afford to name.

The strike was confirmed by a US official cited by Axios as “the first time the Islamic Republic has directly attacked the kingdom in four months” — a description that the State Department, the Pentagon, and the Saudi Ministry of Defence have each declined to repeat on the record.

Air & Space Forces Magazine, drawing on multiple US military sources, reported at least twelve wounded and multiple Stratotankers damaged on the tarmac. Open-source satellite imagery corroborated the impact site within the base perimeter. Iran’s state broadcaster supplied what no government would.

The missiles were launched “moments after American refueling planes took off,” a detail that only makes sense if the IRGC had real-time ISR coverage of PSAB’s tanker rotation schedule. The aircraft hit were those that remained on the flight line after the airborne pair departed — the timing was deliberate, and the targeting message was not about maximising destruction but about demonstrating that PSAB’s daily operational patterns are watched, clocked, and within reach….

Riyadh cannot confirm the strike without confronting two questions it has spent the war avoiding. The first is defensive: if Iranian missiles hit PSAB and wounded US personnel, the Sakhir Declaration — the mutual defence framework Saudi Arabia negotiated with Washington — becomes the operative instrument, and invoking it requires publicly admitting what the Arab Center DC described as the core strategic dilemma: “the PAC-3 architecture is functionally exhausted.

” The second is economic. Aramco’s August Arab Light OSP already dropped $11 month-on-month to $1.50 per barrel below Oman/Dubai, the largest such cut in over two decades and the lowest since June 2020. Confirming that Iranian ballistic missiles are landing on military installations 77 kilometres south of the capital forces a sovereign-risk reassessment that Riyadh’s fiscal position — a Q1 deficit of SAR 125.

7 billion, with Aramco’s free cash flow at 0.85 times its quarterly dividend — is not structured to absorb…. Washington faces a different but parallel constraint. Confirming the strike means confirming that 2,300 US service members at PSAB are taking casualties at a base where 43 US warplanes have been grounded since Saudi Arabia’s Operation Project Freedom in May 2026.

CENTCOM cannot describe a defensive engagement at PSAB without also describing the legal anomaly: the 1977 USMTM memorandum governing US presence is not a Status of Forces Agreement, and Project Freedom severed the operational relationship between American air power and Saudi host-nation authority.

An official statement would invite the Congressional question that the Pentagon’s communications strategy is built to defer: why are American troops still at a base where their aircraft have been grounded by the host nation, absorbing Iranian fire under a legal framework that was designed for peacetime advisory missions?

Please read this article in full. It contains remarkable operational detail. It is over my pay grade as to why it was published, but it seems to suggest considerable unhappiness at Riyadh. Due to the length of this post, we have skipped over the fact that Ansar Allah seems just about to threaten or actually close the Bab el-Mandeb strait: 🚨 BREAKING 🇾🇪 YEMEN’S HOUTHI FORCES WILL MAKE A “HUGE” ANNOUNCEMENT TODAY AT 8:30 AM ET.

REPORTS EXPECT THEM TO ANNOUNCE A BLOCKADE OF THE BAB EL-MANDEB STRAIT. TOGETHER WITH THE STRAIT OF HORMUZ, THESE TWO CHOKEPOINTS HANDLE OVER 25% OF GLOBAL SEABORNE OIL TRADE. IF TRUE,… pic.twitter.com/yjavHpPKOi — Wimar.X (@DefiWimar) July 20, 2026 This does not look terribly negotiation-receptive.

And some additional sightings from Twitter: Israelis have never felt less secure. 64% are unhappy with how the endless wars have been run. 73% are upset at how there has been no real investigation of October 7. 73% of the public also feel the government has not dealt well with the rise in crime.

No one wins from these… https://t.co/4OjhLUD14O — Shaiel Ben-Ephraim (@academic_la) July 19, 2026 These remarks would seem to negate happy thinking about negotiations: ⚡️⭕️ Iran's Foreign Ministry spokesperson Esmaeil Baghaei says Tehran is determined to exercise sovereignty over the Strait of Hormuz through measures already taken, and states the US failed to fulfill its commitments under a memorandum of understanding, so Iran will not fulfill… — Middle East Observer (@ME_Observer_) July 20, 2026 The average price for a gallon of gas hit $4, the second time it has reached that benchmark since the war in Iran disrupted global oil supplies https://t.

co/Cg8rE3XnJ7 pic.twitter.com/3UqHfwU4sc — CNN (@CNN) July 20, 2026 Done for today! See you tomorrow! ____ 1 What kind of admission of weakness is this? Part of the job description of a service member is that they may wind up dying for their country.

Admittedly, the US is widely suspected of suffering a much higher body count and covering that up. But this show of extreme sensitivity to losses again shows the US has a glass jaw. 2 Nima also discusses at some length at the top of a new talk with Larry Johnson why they look misguided.

He knows Bandar Abbas well, which is where the US has been hitting bridges so as to isolate it. Nima explains and even shows pictures that the bridges exist only to cope with seasonal floods for a few months a year. Those sluices are dry now, so Bandar Abbas is easily accessible by all sorts of routes.

3 🚨 BREAKING: Russia has evacuated 198 of its personnel from the Bushehr Nuclear Power Plant in Iran. It is believed that the plant could be targeted again. pic.twitter.com/lPoQB05qgo — GBC (@GBC_Press) July 17, 2026 4 A new trope in the US-backing commentary community is to depict the new Supreme Leader as a figurehead, which is easy to make stick given his lack of public appearances (I suspect that among other things, he is having facial reconstruction; that can take an extremely long time since procedures are done serially with healing time in between).

I believe it was on a recent Dialogue Works talk where Professor Marandi debunked one popular claim, that he IRGC was operating on its own authority. Professor Marandi described the governing structure and said the military (both the regular forces and the Guards) needed approval of the Supreme Leader for its operations.

Having said that, I have commented that Iran seems to have a Japanese-style decision-making structure, as in more bottoms-up than the West. That results in more time to make decisions but much more internal cohesion when they are reached, since those at lower levels would be able to voice concerns and make suggestions.

Upon reflection, this would make sense given that Iran adopted its “mosaic” structure of extreme decentralization so as to allow it to function well even when the leadership was killed or incommunicado, as we saw at the onset of the current conflict.

In the Japanese model, decisions are effectively made at the senior-middle level ranks, which does tend result in the board and CEO being ceremonial. But the top level can and does say no, or effectively does so by asking probing questions and sending the matter back down the chain for further study and perhaps some revision.

I have been involved in decisions in Japan where the board and CEO were highly engaged, and these were ones that were of critical strategic importance. 5 DropSite has a longer recap of Araghchi’s remarks: ⭕️ Iran FM Araghchi: Wars End Either Through Total Victory or Negotiations… Foreign Minister Abbas Araghchi: 🔹 A war must be ended precisely at the point when you hold the upper hand on the battlefield.

Ending a war is possible either through total military victory or… pic.twitter.com/kHeYhShsXC — Drop Site (@DropSiteNews) July 20, 2026 IMHO his analysis is wrong-headed. As indicated above, a bit over half the modern wars do not end with a negotiated settlement.

And it is a false dichotomy to say that to win, Iran must conquer the US and Israel. FFS, please explain Vietnam. Bad logistics and depleting weapons mean that ex nukes, the US cannot win against Iran. The question is how long it takes and how much damage is done not just to Iran but also the world economy.

Keep in mind the intermediaries are still busy but motion is not progress: #Iran's Foreign Ministry Spokesperson has confirmed that Tehran has received "ideas and proposals" from mediators. He declined to provide any further details regarding the specifics of the mediation efforts.

pic.twitter.com/8Pzs25eauc — Iran Nuances (@IranNuances) July 20, 2026 6 A memorable scene in the Daniel Ellsberg memoir Secrets is when Ellsberg, widely seen as the top US expert on Vietnam, briefed McNamara in a helicopter about how badly things were going.

McNamara said, “Just as I suspected,” and then upon landing updated the press on the great progress the US was making. 7 It has taken me too long to see why Pape often acts as if he is speaking to children or the stoopid. Making this his normal manner of presentation means that when he actually is having to speak to someone who is being stoopid, they won’t take offense.

8 However, to quibble with Johnson on another matter: he has been saying, as he does in the talk linked in Footnote 2 above, that the Iran attacks on a former US base in Syria, Al Tanf, were pointless because the base had been vacated for years. Vanessa Beeley, who has spent a lot of time on the ground in Syria and still has contacts there, begs to differ.

She says the base was recently restored to service. From Why did Iran target the US Occupation base at Al Tanf, Syria? On Friday 17th July, Iran carried out an extensive attack on the US occupation base at Al Tanf in Syria. A drone and missile strike targeted a US Special Operations Command base in south-eastern Syria..

the first strike on Syrian territory since the toppling of the former government in December 2024. In a statement, the IRGC said its aerospace forces conducted what it described as the 11th phase of “Operation Nasr-2,” targeting the strategically located base near Syria’s borders with Iraq and Jordan.

The IRGC further claimed the attack destroyed a radar installation and several U.S. military helicopters, while alleging that many American personnel were killed. This strike occurred as the build up of both Turkish and HTS military forces increases inside Syria, along the border with Lebanon and in the coastal region to the north of Lebanon.

I have been reporting on this here and here. Syrian sources provided more detail on the attack: Despite previous reports of an almost total evacuation of the Al Tanf base, located on the borders of Syria, Iraq and Jordan, almost 5 months ago – the intensity of the strikes suggested a shift in the site’s operational status.

This was not an empty base, in fact, according to sources, the IRGC’s tracking systems and human intelligence in the region detected U.S. forces airdropping “Special Forces” units into the base approximately two weeks before the attack. Analysis would suggest that the purpose of these drops might be to prepare for a ground incursion across Iraqi territory (Sulaymaniyah Axis) in coordination with the local Kurdish separatist factions in Iraq.

One military analyst told me: The attack reflects the operator’s ability to breach the secrecy surrounding U.S. movements and to convert radio and visual data into precise target coordinates. According to reports from inside Syria, the strikes inflicted direct damage on the base’s newly constructed infrastructure, neutralised the US elite combat force and derailed the Iraq-Axis operation against Iran.

Of course, US media will not report on the planned operations or on the number of casualties – such a critical security breach and the significant scale of damage, as reported, will not be revealed. 9 Maybe mines?

strikeUnverifiedUSIsraelIranProxy
1 source

The UK Maritime Trade Operations center reported that a tanker was struck by an unknown projectile in the Strait of Hormuz early Tuesday. Two additional vessels were reported attacked in the area within the past day, with Iran's Revolutionary Guard claiming responsibility for those incidents.

The United States military stated it conducted strikes targeting Iranian capabilities used against commercial shipping in the strait.

Location: Strait of Hormuz
strikeUnverifiedUSIsraelIran
1 source

The US and Israel conducted strikes on Iranian targets beginning in February, after which Iran closed the Strait of Hormuz and carried out strikes on sites across the region, including Dubai. Following the collapse of a short-term ceasefire, US strikes on Iranian sites continued for at least nine days.

The UK Foreign, Commonwealth and Development Office has not altered its guidance for the UAE since removing the "all but essential travel" advisory on 18 June and states that the situation remains unpredictable.

Location: Dubai
strikeUnverifiedUSIranProxy
1 source

The strikes, which began at 4 p.m. EDT, are carried out at President Trump’s direction and are designed to further “degrade Iranian military capabilities used to attack commercial shipping in the Strait of Hormuz,” the U.S. Central Command (Centcom) said.

U.S. attacks have widened in recent days. Iran has retaliated with strikes on U.S. outposts in the Gulf countries. Three U.S. service members, two in Jordan and one in Iraq, have been killed in the last three days. Kuwaiti armed forces said on Monday that its air defense systems were working to intercept incoming Iranian munitions.

The Pentagon confirmed on Monday that nearly 100 U.S. service members have been wounded since July 7, when the hostilities escalated, and 96 percent of them have returned to duty. The Houthis, an Iranian-backed militant group in Yemen, said they would impose a naval blockade on Saudi Arabia, widening the threat to global oil supplies.