متتبع أزمة إيران-الخليج 2026
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strikeMar 5, 2026

The other simmering conflict on Iran’s border

Summary

The other simmering conflict on Iran’s border With help from Nahal Toosi Subscribe here | Email Daniella | Email Gigi A border spat between Pakistan and Afghanistan may further destabilize a region already roiled by the U.S.- Israeli joint assault on Iran. And the absence of significant outside pressure — particularly on U.S. partner Pakistan — to force a ceasefire risks an escalation of violence, if not outright war on Iran’s doorstep. President DONALD TRUMP hasn’t offered to broker a truce, perhaps because he’s got his hands full dealing with a widening war in Iran. And neither side has accepted a peace talks offer made by Turkish President RECEP TAYYIP ERDOGAN on Wednesday. The administration is instead encouraging Islamabad and Kabul to pursue “dialogue and diplomacy,” the White House said in a statement. Spiraling hostilities could weaken the Taliban’s grip on power, allowing foreign fighters in the country hostile to the U.S. to expand influence. That includes 2,000 members of an offshoot of ISIS, according to a United Nations report published in August. “The conflict risks being overlooked because of the Iran war, but the two are connected,” AFREEN AKHTER, former deputy assistant secretary of State for South and Central Asia in the Biden administration, told NatSec Daily. “Both Afghanistan and Pakistan share borders with Iran, meaning the U.S. is now contending with potential instability across Iran’s eastern flank.” Pakistani Defense Minister KHAWAJA ASIF took to X last week to declare “open war” on Afghanistan. Asif accused the Taliban regime in Kabul of becoming “a colony” of Islamabad’s arch-enemy India dedicated to “exporting terrorism.” Islamabad blames Afghanistan for enabling — with New Delhi’s connivance — a recent series of deadly terrorist attacks linked to insurgent groups based on Kabul’s side of the border. The Pakistani embassy didn’t respond to a request for comment. The Indian embassy in Washington declined to comment. Afghanistan doesn’t have a diplomatic outpost in the U.S. Taliban spokesperson ZABIHULLAH MUJAHID shot back in his own X post that Kabul’s forces were repelling Pakistan’s “repeated border violations and provocations.” Pakistan has already killed dozens of Afghan personnel, something Kabul denies, according to Deutsche Welle. The hostilities have also resulted in the deaths of dozens of Afghan civilians and dislocated tens of thousands of others, the United Nations said Tuesday. Lingering rancor over the Taliban overthrow of the U.S.-backed Afghan government of President ASHRAF GHANI in 2021 — and the debacle of the U.S. withdrawal — may account for the White House’s hands-off approach. “The U.S. government has zero positive sentiment for the Taliban. The Trump administration will clearly prioritize the interests of Pakistan over those of Afghanistan and not object to Pakistan’s pounding of Afghan positions,” said JAY TRUESDALE, former chief of staff in the U.S. embassy in Pakistan now with strategic advisory firm TDI. The administration appears to be giving Islamabad a free hand to punish Kabul. The U.S. government “supports Pakistan’s right to defend itself against attacks from the Taliban, a Specially Designated Global Terrorist group,” the State Department said in a statement. Intervention by a regional neighbor could help end the fighting. But the situation in Iran is a major distraction. “The best country to mediate is probably Qatar, which has close contacts with both the Taliban and Pakistan,” said Lisa Curtis, former National Security Council senior director for South and Central Asia in the first Trump administration. Qatar has limited bandwidth for diplomatic outreach as it repels Iranian missile and drone strikes. A possible conflict-fueled power vacuum in Kabul could recreate the conditions that made the country a haven for al Qaeda prior to its terror attacks on the U.S. in 2001. “Malgoverned spaces where threats like that are festering will find a way to assert themselves onto the agenda. And when they do, it will be painful,” AHMAD SHUJA, a member of Afghanistan’s National Security Council in the Ghani administration, told NatSec Daily. The Inbox NO MORE NOEM: President Trump said today he’s naming Sen. MARKWAYNE MULLIN (R-Okla.) to be the next Homeland Security secretary, moving current DHS chief KRISTI NOEM to a special envoy role around Western Hemisphere cooperation, our own Jordain Carney, Myah Ward and Eric Bazail-Eimil report. In a Truth Social post, Trump said Noem “has served us well, and has had numerous and spectacular results (especially on the Border!).” The demotion was the capstone following mounting frustration with Noem over her management of DHS, including her response to federal agents killing two U.S. citizens in Minneapolis in January, Jordain, Myah and Eric write. Admin insiders were also concerned about how Noem used her agency’s funding and her relationship with her special adviser COREY LEWANDOWSKI. READ: Noem out, Trump picks Mullin as DHS secretary BULLISH ON IRAN: President Trump brushed off worries about the Iran war six days after it began, downplaying worries over its impact on the cost of gas and on U.S. ammunition reserves in a call with POLITICO’s Dasha Burns. He indicated the U.S. will play a key role in reshaping the country’s leadership after the joint U.S.-Israeli strikes killed Ayatollah ALI KHAMENEI. “We’ll work with the people and the regime to make sure that somebody gets there that can nicely build Iran but without nuclear weapons,” Trump said. He said the late Supreme Leader’s son MOJTABA KHAMENEI is “incompetent.” And he said he had the public’s backing (“People are loving what’s happening”), despite polls showing Americans are — at best — ambivalent. A survey of registered voters by NBC News released Wednesday found 54% of respondents disapproved of Trump’s handling of Iran, compared with 41% who approve. Polling began on Saturday after the U.S. announced the strikes. While some Hill lawmakers have fretted a prolonged conflict with Iran could drive down the U.S. military stockpile, Trump pushed back. “We’re being surgical,” he said. “We have unlimited supply of weapons, unlimited. … We have thousands, thousands, of them.” NAVAL BOAT LATEST: The Iranian naval ship torpedoed by the U.S. had been hosted by India for naval exercises before it was struck in international waters, India said. Sri Lanka’s navy recovered 87 bodies and rescued another 32 Iranian sailors from the IRIS Dena, the AP’s Sheikh Saaliq and Krishan Francis report. Defense Secretary PETE HEGSETH triumphantly described the attack as “the first sinking of an enemy ship by a torpedo since World War II.” Iranian Foreign Minister ABBAS ARAGHCHI accused the U.S. in a post on X of committing “an atrocity at sea.” KANWAL SIBAL, India’s former foreign secretary, said the protocol for the military exercise required the ship to be unarmed. “It was defenceless,” he wrote, and added that a word of condolences from the Indian Navy “would be in order.” Sri Lanka’s government spokesperson said today that it was trying to minimize the loss of lives as another Iranian ship entered its exclusive economic zone, an area just beyond its immediate territorial waters. INTO THE VORTEX: European countries are getting drawn into the Middle East conflict sparked by U.S.-Israeli strikes on Iran, even as they did their best to stay out of it. British Prime Minister KEIR STARMER said today that his country was sending four more Typhoon jets to Qatar. That’s in addition to the warship and helicopters he pledged to deploy to Cyprus on Tuesday after a drone strike hit a British base on the island. Leaders of France, Italy and Greece say they’re coordinating their military assets to Cyprus and the eastern Mediterranean. Spain has sent the Cristóbal Colón frigate to help back up air defenses in Cyprus, its first deployment as Prime Minister PEDRO SANCHEZ has refused to grant permission for the U.S. to use Spanish air bases for operations. France has allowed U.S. refueling aircraft to use one of its bases, but said it obtained guarantees the aircraft would be used to defend regional allies and not strike Iran. Ukraine, too, has offered to get involved. Ukrainian President VOLODYMYR ZELENSKYY said he had gotten requests from Americans and other allies for help on countering Iran’s drone strikes. He offered to exchange his country’s drone interceptors for million-dollar missiles Gulf countries are using to thwart the cheap Iranian hardware. For more, follow POLITICO EU’s liveblog. ‘TOTALLY CRUSHED’: The White House is not taking kindly to a POLITICO story Wednesday that described the Trump administration’s scramble to beef up personnel and other resources to deal with the fallout of the expanding Iran war. White House spokesperson ANNA KELLY said in a statement today: “Only Politico, who nonsensically said weeks ago that President Trump had ‘limited options’ on Iran, could describe the administration-wide efforts to surge resources into evacuating Americans and supporting our military amid Operation Epic Fury and conclude something negative. The Department of War and Department of State were well-prepared to execute any decision the President made, which is on full display as Iran is getting totally crushed by the United States Military and American citizens are being brought home at a rapid pace.” The article discussed how the State Department is sending extra staff to Athens to deal with evacuees; how U.S. Central Command has requested additional military intelligence officers be sent to its headquarters in Tampa, Fla.; and how the Defense Department is trying to send more air defenses to the Middle East. The notification containing the request for the intelligence officers says they’ll be needed for at least 100 days but likely through September, offering a glimpse of how long the Pentagon suspects the conflict will last. IT’S THURSDAY: Thanks for tuning in to NatSec Daily! This space is reserved for the top U.S. and foreign officials, the lawmakers, the lobbyists, the experts and the people like you who care about how the natsec sausage gets made. Aim your tips and comments at [email protected] and [email protected], and follow them on X @DaniellaCheslow and @giselleruhiyyih. While you’re at it, follow the rest of POLITICO’s global security journalists on social media at: @HeidiVogt, @jessicameyers, @RosiePerper, @BentonIves,@nahaltoosi.bsky.social, @PhelimKine, @felschwartz, @ebazaileimil, @connorobrienNH, @paulmcleary, @reporterjoe, @JackDetsch, @magmill95, @johnnysaks130, @delizanickel, @leoshane and @audrey_decker9. Keystrokes OUSTING ANTHROPIC: Trump said he was the one who decided Anthropic’s fate, following a dispute between the Pentagon and the AI company over its refusal to give access to its technology without guardrails. “Well, I fired Anthropic. Anthropic is in trouble because I fired [them] like dogs, because they shouldn’t have done that,” he told our own Dasha Burns. The Defense Department officially declared Anthropic a supply chain risk today, The Wall Street Journal reports, which will result in a blacklisting from government contracts. Our own Gabby Miller reports that’s a designation usually reserved for companies tied to foreign adversaries. Sen. MIKE ROUNDS (R-S.D.), chair of the Senate Armed Services cybersecurity subcommittee, told reporters Tuesday he’d seek more information. “I’ll withhold judgment until I’ve had my briefing,” Rounds said. The Complex CARTEL CONFAB: Defense Secretary Hegseth hosted the inaugural Americas Counter Cartel Conference today in Miami, invoking the Monroe Doctrine that prioritizes the Western Hemisphere while ignoring Trump’s current strikes in Iran. “Under previous leaders we grew obsessed with every other theater and every other border in the world except our own,” Hegseth said, in comments carried by Fox. “These elites reduced our power and presence in this hemisphere, opting for a benign neglect that is anything but benign.” Hegseth mentioned the January arrest of Venezuela’s President NICOLÁS MADURO and told the gathering of Caribbean, Central American and South American defense and security leaders that the operation was a sign the U.S. was willing to take action on threats to its security. “America is prepared to take on these threats and go on the offense alone if necessary,” he said. “However, it is our preference and it is the goal of this conference that in the interest of this neighborhood we all do it together with you, with our neighbors and with our allies who are eager and willing and capable.” Hegseth also said last month “we went a few weeks” without sinking any boats and claimed the Pentagon had established deterrence. “A new dynamic had to be put in motion,” he said. On the Hill COLBY STAYS IN HOTSEAT: Pentagon policy chief ELBRIDGE COLBY faced a hail of criticism from both sides of the aisle today in the House Armed Services Committee as he testified on the National Defense Strategy. He also spoke before the Senate Armed Services panel Tuesday. Rep. RO KHANNA (D-Calif.) pushed Colby on how he reconciled the U.S. strikes on Iran with the ideas the policy chief set forth in his book “The Strategy of Denial.” “You’ve written eloquently about how draining resources into the Middle East which has very little percentage of the GDP is actually a strategic disadvantage versus China,” Khanna said. “I’ve always said that Iran is a threat and we’re going after it with scoped military objectives,” Colby said. “I’m very supportive of this effort.” Chair MIKE ROGERS (R-Ala.) challenged Colby on the withdrawal of U.S. troops from Romania last year. “When I was in your office I told you there was overwhelming bipartisan support in Congress for keeping our posture in Europe at five brigades,” Rogers said. “It’s clear to me that you decided that pushing your agenda on U.S. force posture without interagency coordination and without regard to our president’s opinion or Congress’s was the way to go. Can you explain to me how you arrived at that position?” Colby replied that he was “a loyal lieutenant” of the Trump administration and that the decision was coordinated through normal DOD channels. “Some of the reasons for doing it was the significant stress on the Army forces that were deployed there,” he said. And Rep. MIKE TURNER (R-Ohio) took issue with Colby’s style as well as the content of the new defense strategy. “You have been so disingenuous,” Turner said. BIRDS OF A FEATHER: Europe’s right-wing populists are in D.C. this week to mingle with the GOP, and House Speaker MIKE JOHNSON attended a reception Wednesday night to kick off the Alliance of Sovereign Nations. It’s a conference organized by Rep. ANNA PAULINA LUNA (R-Fla.) and supported by Turning Point USA, our own Karl Mathiesen, Stefanie Bolzen and Kimberly Leonard report. Speakers include recent Romanian presidential candidate GEORGE SIMION and mid-ranking officials from Austria, Belgium, Georgia, Cyprus, Croatia, Serbia and Germany. Other U.S. lawmakers attending are Reps. RANDY FINE (R-Fla.), BYRON DONALDS (R-Fla.) and RYAN ZINKE (R-Mont.). Broadsides GUNG-HO NUTTERS: NATO’s former Deputy Supreme Allied Commander Europe RICHARD SHIRREFF inveighed against the U.K. joining the U.S. war on Iran in an interview with Sky News, posted today on Facebook. “We should not in any way shape or form be involved with the Americans closely because they are being led by a couple of gung-ho nutters like Trump and Hegseth without a proper strategy, without serious thought about what the end state for this war is, and unless we keep cool heads … this thing could go the way of Iraq,” he said. As to the so-called “special relationship” between London and Washington, Shirreff said, “It does not exist, it is a complete fantasy. America does what America wants to do and Britain’s got to look after its interest.” Transitions — SEAN PLANKEY, President Donald Trump’s pick for CISA director, is stepping down from his advisory role in the U.S. Coast Guard to prepare for his confirmation hearing, according to a Wednesday post on his LinkedIn. What to Read — Tim Ross and Eli Stokols, POLITICO: Trump’s lightbulb moment: America needs Europe after all — Kejal Vyas and Ian Lovett, The Wall Street Journal: U.S. looks to tap Venezuela’s lawless mineral frontier — Raja Abdulrahim, The New York Times: Iranian Kurdish forces say they may enter Iran. Who are the Kurds? Tomorrow Today —The George Washington University Elliott School of International Affairs, 11a.m.: “The current state of U.S.-China bilateral relations, the challenges of strategic competition, and the future of ties between Washington and Beijing” featuring NICHOLAS BURNS — The George Washington University Elliott School of International Affairs, 11:30 a.m.: “A Conversation with YAËL BRAUN-PIVET, President of the French National Assembly" — The Carnegie Endowment for International Peace, 1 p.m.: "War With Iran: Why Now and What Comes Next" Thanks to Benton Ives and Emma Cordover, who are guilty of repeated border violations and provocations.

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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.