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strikeJun 18, 2026

Inside the chaotic Iran talks that let Trump claim victory, but not yet peace

Summary

Hours earlier, around when he was gathering for a birthday dinner with family inside the White House, Donald Trump had fired off a social media post announcing a deal to end the Iran War he’d started nearly four months earlier: “The Deal with the Islamic Republic of Iran is now complete. Congratulations to all! I hereby fully authorize the toll free opening of the Strait of Hormuz, and, simultaneously herewith, authorize the immediate removal of the United States Naval blockade,” he declared on Truth Social. “Ships of the World, start your engines. Let the oil flow!” Also read: Trump signs Iran ceasefire deal, warns of renewed bombing if Tehran violates pact But as with so much of the war, Trump’s rhetoric ran ahead of the facts on the ground. The text hadn’t been released, the formal signing was still days away and the hardest questions – nuclear, sanctions, Lebanon – had been kicked down the road. It almost didn’t happen. That morning around 6:45am in Washington, Israel bombed southern Beirut – exactly the kind of move that Iranian negotiators warned would blow up the talks. Israel said it was responding to projectiles fired by Tehran-backed Hezbollah. Across the West and the Gulf, critics saw something else: a last-ditch effort by Prime Minister Benjamin Netanyahu to scuttle a deal he’d been shut out of. Iran balked, but four hours later, Trump took to social media to criticize the Israeli attack, which he said “should not have happened.” His frustration with his wartime partner was no longer secret. He told Axios that afternoon that the signing was delayed a few hours because of the strikes, and that he’d called Netanyahu to berate him over it. “I was so pissed off. I let him know,” he said in a expletive-laden tirade. Within a few days, the US president would be echoing some of Israel’s staunchest critics. But first he needed Iran to agree to sign. Three hours later, Trump had the thing he’d been promising for months: a deal, or at least the framework for one. There were no details beyond leaked drafts that suggested a financial bonanza for Iran: immediate oil waivers, potentially imminent sanctions relief, and a possible $300 billion reconstruction fund backed by Gulf money. For Washington, the gains were narrower: a reopened Hormuz, an end to the fighting, and another pledge that Iran wouldn’t pursue a nuclear weapon. The war had already cost the US tens of billions of dollars, strained munitions stocks and its alliances, sent pump prices soaring and roiled the global energy market – all to achieve a deal that risks falling short of the JCPOA struck by President Barack Obama that Trump had long criticized and tore up during his first term. As the cage emptied on the South Lawn, Trump prepared to fly to the Group of 7 meeting in Evian, France, where European leaders were ready to lavish praise on a deal they had not read. This account is based on interviews with Western and Middle Eastern officials familiar with the talks, who requested anonymity in order to discuss sensitive matters, as well as draft language, White House talking points and contemporaneous accounts of the mediation efforts. As UFC fighters spattered blood on the canvas in front of the White House, Qatari mediators were in Tehran grinding through 17 hours of shuttle diplomacy, carrying messages between Iranian officials and the Americans, according to people familiar with the discussions. It was the culmination of four weeks of quiet mediation the wealthy Gulf state had undertaken at the request of both sides, each seeking a deal to end the war that had become a burden back home. Until mid-May, Qatar had played a supporting role, alongside Pakistan, Egypt and Turkey, in the search for an off-ramp. Doha had long made itself indispensable as a regional intermediary, but it had deliberately avoided taking the lead here, in part because Tehran had targeted it and its Gulf neighbors, including hitting the $20 billion Ras Laffan LNG facility, the people said. But after Tehran and Washington asked it to get involved more directly, it secretly sent a delegation to Tehran – via Turkey, in order to evade detection – led by senior mediators Ali al-Thawadi and Hamad al-Kubaisi, to get a better understanding of Iran’s position, the people said. They were in Tehran working on the contours of a deal on May 17 when Trump again publicly floated bombing Iran, posting on Truth Social that “the clock is ticking” for Iran. The next day, he said he’d told his military to call off “the scheduled attack of Iran tomorrow,” at the request of the leaders of Qatar, Saudi Arabia and the UAE, because “serious negotiations are now taking place.” On May 19, the Qataris flew directly to Washington, again without publicity, where they met with Vice President JD Vance, and Trump’s lead negotiators, son-in-law Jared Kushner and real estate magnate Steve Witkoff, the people said. Soon after they departed, according to the people, the Qataris and Pakistanis heard from two Western states that Israel was considering attacking Iran. It would mark yet another potential spoiler, but after a US intervention, Israel backed down. The Qataris landed back in Tehran on May 22, later joined by Pakistan’s army chief, Field Marshal Asim Munir, who spent hours locked in discussion with Iranian Speaker Mohammad Bagher Ghalibaf and Foreign Minister Abbas Araghchi. The key issues were Iran’s demand for a commitment to permanently end the war, Tehran’s willingness to discuss handing over its highly enriched uranium, and the fate of the Strait of Hormuz. Iran agreed to commit to discuss diluting the uranium or handing over the stockpile. In return, the US agreed to a phased process of sanctions relief tied to the progress of talks towards a final deal – an extraordinary financial lifeline for a regime under severe economic pressure. Two days later, Ghalibaf and Araghchi flew to Doha, along with Iran’s central bank governor, the people said. But they left without signing. In Washington, Trump was growing increasingly impatient, so the Qataris travelled to Miami, where they spent a day in talks with Witkoff and Kushner in a bid to keep the process on track. Meanwhile, Israel’s invasion of Lebanon kept bleeding into the Iran talks. It had already killed thousands and displaced more than 1 million people, a fifth of the population, while Hezbollah fire kept northern Israel under threat, and Netanyahu insisted on full autonomy to pursue the war. As May wore on, Trump’s anger increasingly shifted from Tehran to Jerusalem. Netanyahu, backed by widespread domestic support, insisted that he would continue to bombard Lebanon. As Israel continued to ramp up its campaign, Trump exploded at his Israeli counterpart in a profanity-laced phone call in which he told Netanyahu he was “crazy,” as first reported by Axios and later confirmed by the president. But talks were continuing behind the scenes. The war, never widely supported in the US, was becoming harder to defend, as inflation accelerated in May to the fastest pace in more than three years amid spiking gas prices. Since the start of the conflict, the closing of the Strait of Hormuz and Iran's attacks on regional energy infrastructure have whipsawed oil prices, even after the first ceasefire was agreed in April. While prices have declined in recent weeks as the two sides negotiated a peace deal, both crude futures and the price of gasoline at the pump remain well above pre-war levels. Trump sounded increasingly keen for a deal – any deal – to end the conflagration that threatened to consume his second term. Americans have grown increasingly dissatisfied with his stewardship of the economy, polls show, putting his Republican Party at risk of losing control of Congress in November's midterm elections. “The one president I did not want to be was the late great Herbert Hoover. I didn't want that, and who knows what would have happened,” Trump said on Wednesday. Meanwhile, Iran – its leadership bloodied, its military battered – was preparing its own story of victory. The war had killed the Supreme Leader and scores of the regime’s upper ranks, and exposed how vulnerable the Islamic Republic had become. But it had survived, and in doing so revealed new strengths that led to a potential deal it could legitimately frame as a win: oil sales, sanctions relief and reconstruction money even before the nuclear question was settled. The first week of June nearly destroyed the talks – Israel and Lebanon agreed to a ceasefire, but Hezbollah and the Israeli military continued firing on each other. Then Israel struck Beirut, and began trading fire with Iran. The next day, Trump, clearly frustrated by having to constantly publicly and privately urge Netanyahu to back off Lebanon, told the Financial Times that his Israeli counterpart would be forced to accept any deal he struck. “I call all the shots,” he said. He reportedly called Netanyahu that night to tell him to back down. But Israel fired on Iran the next morning anyway, and he was back on Truth Social, demanding an end to the fighting. Then, on June 9, an American Apache helicopter crashed near the strait after being hit by an Iranian drone, and Trump vowed to retaliate. The two sides exchanged fire over the next two nights, and on the 11th, the US struck targets in southern Iran – when the Islamic Republic closed its airspace, the Qatari mediators were left stranded on the runway. But they made it out, and when they arrived in Doha, regional leaders pressed Trump to hold off on further strikes, trying to convince him that a good deal was almost finalized, the people said. Netanyahu stepped out of a meeting with key ministers to take a call from Trump with the news a deal was close. Two days later, as UFC fighter Ilia Topuria was shoving Gaethje during a press conference in front of the Lincoln Memorial, Trump said the agreement would be signed on Sunday – and the Qatari negotiators flew back to Tehran for one final push. Over the course of 17 hours of negotiations, the team from Doha repeatedly threatened to walk as the Iranians pushed for further tweaks to the language of the framework deal, the people said. They were on the verge of an agreement when Netanyahu made the move that nearly broke the talks. Israeli airstrikes ripped through southern Beirut in response to Hezbollah firing on northern Israel. The move backfired – Trump called on Israel to stop, and the US offered Tehran a last-minute sweetener, according to one of the people: the US would immediately lift its blockade on Iranian ports, instead of the phased 30-day withdrawal envisioned in the original terms. In Israel, the response was furious – politicians across the ideological spectrum slammed Netanyahu for turning the country into a vassal of the US, and called his stewardship of the conflict a total failure. They decried Trump’s “betrayal.” The prime minister had pushed for the war for decades, arguing that his tight relationship with Trump was the only way to secure Israel’s future. Now with an election looming this fall – which could also decide his fate in a long-running corruption trial – that closeness had become a liability. Netanyahu had quietly dropped Israel’s initial demand that any deal include major steps to curb Iran’s missile program and proxy network, betting that the war had degraded both significantly. Israel is counting on the final deal to require Iran’s highly enriched uranium to be removed from the country, according to a person familiar with officials’ thinking, and would see anything short of that as a failure. But he’s promised Israelis that he would protect them from Hezbollah, a group that’s publicly called for his country’s destruction and fired thousands of rockets across the border. It took Netanyahu a full day to comment publicly on the deal, and when he did, he tried to emphasize his independence. “There are cases in which President Trump and I do not see eye to eye,” he said at a press conference on Monday. Trump was making that increasingly clear. By Tuesday, the president came close to echoing the prime minister’s harshest critics. “You don’t have to knock down an apartment house every time you’re looking for somebody,” Trump said on the sidelines of the G7. “There are a lot of people in those apartment houses and they’re not all Hezbollah.” In Evian, US allies were largely flying blind and kept it light. Their aim: don't upset Trump, focus on Iran and keep the reservations they were harboring about the deal private. At one point, while waiting for him to arrive at a working session, Italy's Giorgia Meloni shared with her cohort how she quit smoking. Quite a few of them had sparred with Trump and were looking to patch things up. She was one of them. Meanwhile, Trump was in a good mood. Canada's Mark Carney, whose country Trump often likes to refer to as the 51st US state, shared a joke with his southern neighbor. He was seen pointing out that host Emmanuel Macron had left his watch on the table. "Gimme," said Trump jokingly. Back home, Trump’s administration was trying to sell a deal that seemed to many observers to be a resounding defeat for the US. The administration drew up talking points on the MoU with five messages: Iran won’t ever have a nuclear weapon; Trump ended fighting on every front including Lebanon; Iran’s “rewards” weren’t coming from US taxpayers; Hormuz was open, toll-free; and the fact that “Obama never even got a signed document.” In Tehran, state media cast the framework as proof that Iran had brought the US and Israel to heel. The regime had paid dearly, but it had withstood both the region’s and the world’s greatest military powers and after 4 months of war had emerged battered but in at least one way stronger than before, with an economic weapon arguably more important than any nuclear bomb – an on-off switch for the Strait of Hormuz. As of Sunday, it had a deal that could see sanctions lifted and billions in assets unfrozen – via Qatar – in return, it just had to agree to abandon its ambitions for a nuclear weapons, something it’d done a decade earlier in the Obama deal. As he was wheels up, headed for a dinner fit for a king in the Palace of Versailles, the president kept people guessing whether in fact he might show up in person for the signing. “This way if it works out, I'm going to take the credit,” Trump said. “If it doesn't work out, I'm blaming JD.” He saved the biggest surprise of all to the end by actually signing the deal in Versailles, a historic location where the treaty formally ending World War I was also signed. It was an unexpected twist to the week, leaving G7 observers wondering whether Macron, looking to cement his own legacy, had planned it this way with Trump all along. (You can now subscribe to our Economic Times WhatsApp channel) (You can now subscribe to our Economic Times WhatsApp channel)

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    Hours earlier, around when he was gathering for a birthday dinner with family inside the White House, Donald Trump had fired off a social media post announcing a deal to end the Iran War he’d started nearly four months earlier: “The Deal with the Islamic Republic of Iran is now c

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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?

strikeUnverifiedUSIranProxyRussia
1 source

According to Kpler data, four commodity vessels crossed the Strait of Hormuz on Monday—two exiting (one carrying petrochemicals and one empty) and two entering (a bitumen tanker and an oil tanker)—down from seven the prior day, with no very large crude carriers or liquefied natural gas tankers observed.

Yemen's Houthis stated they were imposing a naval blockade on Saudi Arabia. The UK Maritime Trade Operations agency reported receiving multiple accounts of a tanker struck by an unknown projectile in the strait, while Greek shipping company Dynacom Tankers stated that two of its vessels were hit by projectiles off Oman and a third by a drone at Russia's Novorossiysk terminal.

Location: Strait of Hormuz
strikeUnverifiedUSIsraelIranProxy
1 source

U.S. and Iranian forces have conducted daily strikes in the Strait of Hormuz region following the collapse of an interim ceasefire, according to reports. The Trump administration has stated openness to diplomacy while announcing further retaliation for attacks on U.

S. personnel, and gasoline prices have risen amid the renewed exchanges. An analyst at the Center for Strategic and International Studies described the escalations as reflecting possible miscalculations by both sides, without confirmed evidence of their long-term effects.

Location: Strait of Hormuz
strikeUnverifiedUSIsraelIran
1 source

According to reports citing unnamed sources, mediators including Qatar, Egypt, and Pakistan presented a 10-day ceasefire proposal to the United States and Iran. The proposal reportedly calls for a halt to hostilities, resumption of shipping through the Strait of Hormuz, and efforts to preserve a memorandum of understanding signed by Washington and Tehran on June 18.

The US administration is reviewing the plan while preparing for possible failure, and Israel has been placed on high alert.

Location: Iran