A tanker identified as the Kaifan was struck by an unknown projectile northeast of Oman’s Limah in the Strait of Hormuz, according to a July 21 report from UK Maritime Trade Operations. No ships were observed transiting the strait that day. Attribution of the strike and links to prior incidents have not been confirmed by the vessel’s owner.
The Iran War Is Breaking NATO And Pushing U.S. Out Of Europe – OpEd
Summary
The Iran War Is Breaking NATO And Pushing U.S. Out Of Europe – OpEd In the past few days, the Pentagon’s announcement that it will pull around 5,000 American troops out of Germany has sent a clear message through European capitals. President Donald Trump has tied the move directly to NATO’s failure to back the United States during its military campaign against Iran. What looks at first like a bilateral spat is actually part of something much bigger: a conflict that was never truly regional and is now forcing a painful rewrite of transatlantic relations. America’s gradual exit from Europe stands as one of the war’s most significant worldwide consequences. The war began in late February 2026 with U.S. and Israeli strikes aimed at curbing Iran’s nuclear and missile programs. What many expected to be a limited operation quickly spiraled into a wider confrontation. Iran’s blockade of the Strait of Hormuz, attacks on shipping, and proxy strikes on American and allied interests drove oil prices sky-high and exposed just how interconnected the world has become. European economies, heavily reliant on imported energy, took a hard hit with soaring inflation and supply chain chaos. Germany felt it acutely. Chancellor Friedrich Merz’s blunt comments about Washington being “humiliated” by Tehran only poured fuel on the fire, prompting a sharp reaction from Trump. But the stakes go well beyond economics. Iran wasn’t fighting in isolation. Backed by Russia and China, it had built a global network of influence. Moscow used the conflict to draw Western attention away from Ukraine, while Beijing snapped up discounted Iranian oil to strengthen its own position. Suddenly, America’s “war with Iran” became another front in the broader great-power competition. NATO, long focused on the Russian threat, found itself tested on an issue where alliance unity simply wasn’t there. Many European countries, already stretched by the war in Ukraine and domestic problems, stayed out of direct involvement. Trump, never shy about “America First,” seized on this as proof that Europe wasn’t pulling its weight. The decision to withdraw 5,000 troops from Germany—set to unfold over the next six to twelve months—may seem modest on paper, especially with roughly 33,000 U.S. personnel still stationed there. Yet the political signal is loud. Key bases like Ramstein, the nerve center of NATO logistics, now face real uncertainty. Trump has made it clear: if Europe won’t support the U.S. when it matters, Washington won’t keep subsidizing European security indefinitely. This move builds on years of complaints about unequal burden-sharing, but the Iran conflict accelerated everything. Analysts see it as the beginning of a broader shift toward “less America in Europe,” a change that could permanently alter transatlantic defense ties. This evolution is playing out across three main dimensions. Militarily, Europe can no longer assume the American security umbrella will always be there. Countries are now rushing to boost defense spending, develop joint European capabilities, and strengthen their own forces. as recent data shows a clear surge in EU defence spending amid new security threats. Germany’s push for higher military budgets is just one example. Eastern European states still want Washington’s reassurance, while Western Europeans talk more openly about “strategic autonomy.” The Iran war showed that NATO struggles to act cohesively beyond its traditional backyard. Economically and energetically, the disruption in Gulf oil flows has forced Europe to rethink its dependencies. There’s fresh interest in American LNG, renewed nuclear projects, renewables, and even cautious outreach to other suppliers. These shifts are creating new patterns of interdependence mixed with friction. Trust in U.S. economic leadership has taken a hit, and European companies that had stakes in the Middle East are still counting their losses. Diplomatically, the war has widened value gaps. While Washington frames the conflict as necessary action against nuclear proliferation and terrorism, many Europeans see it as unilateral adventurism. Merz’s criticism of America’s missing “exit strategy” captured that sentiment. The resulting tensions have strained forums like the G7 and the United Nations, giving China and Russia openings to push their multipolar narrative and offer alternative partnerships. The global fallout stretches even further. In the Middle East, a reduced U.S. footprint could empower players like Turkey or Saudi Arabia, but it also risks fresh instability. In Asia, allies such as Japan and South Korea are watching warily and may accelerate their own defense plans or seek new arrangements. Worldwide, the pace of multipolarity is quickening. Groups like BRICS suddenly look more appealing to countries tired of relying on Washington. None of this is necessarily catastrophic. For Europe, it’s a chance—painful as it may be—to finally grow up strategically. For the United States, redirecting resources toward competition with China makes a certain cold logic. Still, the short-term costs are real: a weaker NATO, greater vulnerability for Europe vis-à-vis Russia, and heightened global uncertainty. The Iran war proved once again that no conflict stays neatly contained anymore. Supply chains, energy markets, migration pressures, and great-power rivalries link everything together. The troop withdrawal from Germany isn’t just a tactical adjustment—it marks a turning point in the post-Cold War order. Transatlantic relations are being reshaped, perhaps leaner and more transactional than before, but maybe also more realistic. The coming years will show whether this divorce leads to a healthier new partnership or an era of dangerous solitude for the major powers. One thing is certain: the world after Iran will not look like the world before it.
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- Sarah NeumannBy Sarah Neumann
The Iran War Is Breaking NATO And Pushing U.S. Out Of Europe – OpEd In the past few days, the Pentagon’s announcement that it will pull around 5,000 American troops out of Germany has sent a clear message through European capitals. President Donald Trump has tied the move directl…
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Goldman Sachs has projected Brent crude averaging $80 per barrel in the fourth quarter and $75 in the following year, conditional on reduced Middle East tensions, while noting upside risks from potential shipping disruptions in the Strait of Hormuz or Red Sea.
Brent prices rose above $91 per barrel amid recent U.S.-Iran exchanges and Houthi threats to Saudi shipments before edging lower on Tuesday. A senior Iranian official told Reuters that mediators had proposed a 10-day ceasefire to preserve an interim agreement.
Opening summary: Iran claims attacks on strait of Hormuz ships amid fresh US strikes Welcome to our live coverage of the latest developments in the Middle East crisis. Iran attacked a tanker in the strait of Hormuz early on Tuesday, forcing its crew to abandon the ship, as Yemen’s Iran-backed Houthis announced they were imposing an immediate maritime blockade of Saudi Arabia in the Red Sea after the two sides traded fire last week for the first time in years.
A Houthi official said the Bab al-Mandeb strait – at the southern end of the Red Sea, through which about 12% of the world’s trade usually passes – would be closed to the Saudis in response to the kingdom’s “unjust blockade on Yemenis for over 10 years”.
Saudi Arabia said it would take “all necessary measures to protect its vessels in accordance with international law”. A 10 consecutive night of US airstrikes has not compelled Tehran to loosen its grip on the strait of Hormuz, a vital route for global energy supplies.
But even as Iran’s president said the country had returned “full-scale war”, the Iranian interior minister travelled to Pakistan – a key mediator in the conflict – for talks. In key developments: The latest US strikes came hours after Donald Trump said Iran would pay “many times over” for killing US soldiers after multiple service members were killed in action over the weekend.
A tanker came under attack early Tuesday in the Hormuz strait off Oman, forcing the crew to abandon the vessel, the British military’s United Kingdom Maritime Trade Operations centre said. Iran’s Revolutionary Guards claimed the attack as well as two other attacks on ships in the waterway on Monday.
The US military’s Central Command said its latest airstrikes were to “degrade” Iran’s ability to attack commercial shipping in the strait and included hitting military command centres and missile and drone launch sites. Iranian media reported strikes in parts of the country including Bandar Abbas, Tabriz and Bushehr, home to the country’s only operational civilian nuclear power.
Iran’s launched attacks in response against Bahrain, Kuwait and Jordan, which all host US forces. Oil prices softened after hitting their highest levels in more than a month in the previous session. Brent crude futures eased 0.4% to $88.87 a barrel by 0052 GMT on Tuesday while US West Texas Intermediate crude for September delivery was steady at $82.
47 a barrel. Democrats have seized on the deaths of three US troops killed in Iranian strikes to urge Trump to urgently reverse his resumption of the war with Iran amid widespread anxiety over climbing casualties. The Lebanese army began taking charge of security in three southern villages, the US said, as a deal to secure an Israeli withdrawal from southern Lebanon and the disarmament of Hezbollah faced its first test on the ground.
US forces struck the tanker Settebello in the Gulf of Oman on June 10, killing three Indian crew members when munitions hit the engine room and adjacent areas. Maritime tracking data indicate the vessel had transported Iranian oil under US sanctions for several years and conducted offshore transfers prior to the strike.
The US military described the action as a precision operation, while reports note the ship was stationary at the time.