מעקב משבר איראן-המפרץ 2026
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strikeMay 6, 2026

Labour looks both ways

Summary

WHILE YOU WERE SLEEPING … Donald Trump went and suspended “Project Freedom” as the naval operation threatened to send the fragile ceasefire with Iran into meltdown. The president wrote on Truth Social that the U.S. Navy’s attempt to shepherd commercial ships through the Strait of Hormuz would be “paused for a short period of time” to see if a deal with Iran can be struck. Talk about TACO: Trump’s latest gambit in the Gulf didn’t even last 48 hours. Find the details on POLITICO. Top Marks: U.S. Secretary of State Marco Rubio also declared an end to the offensive stage of Operation Epic Fury (aka the U.S.-Israeli war with Tehran that triggered the strait closure) … but the blockades remain and hopes that this could genuinely end soon are slim. Meanwhile the Gulf is leading news bulletins and oil prices will be watched nervously. Can’t someone tell them we’ve got an election on? Good Wednesday morning. This is Sam Blewett. **A message from The Boeing Company: Growing UK talent together means backing the businesses that advance the aerospace industry. We’re proud to support a highly-skilled workforce and partner with local suppliers to drive shared economic growth.** DRIVING THE DAY LOOKING TO THE LEFT: It’s the last proper day of the election campaign before voters stick two fingers up at the traditional twosome. Labour has by far the furthest to fall on Thursday — so Keir Starmer’s band of un-merry MPs are going hard in attacking the populist challengers on both flanks. Reform UK has had a bit of a bumpy ride of late, but it’s the Green Party that is coming under the most sustained pressure right now. Green shoots: Zack Polanski will defend himself — and likely go on the offensive — in two sustained grillings today. First the Green leader has a huge test in the Today program’s 8.10 a.m. slot. Later he’ll bookend his day by talking to ITV’s Peston. A glance at the plummeting personal ratings in recent days indicates how blinding the spotlight’s glare can be. Send for aid: There will of course be intense scrutiny on antisemitism within the Greens and on the party’s failure to swiftly root it out. But an investigation by the Times’ James Beal is prompting questions of a different flavor about Polanski’s judgment … and C.V. The paper found various times the “eco-populist” has claimed to have been a “spokesperson” for the British Red Cross … but the humanitarian charity has publicly disputed this and raised it with Polanski’s team. It grows! Beal also reports that Polanski wasn’t a full member of the National Council of Hypnotherapy while working as a hypnotherapist, despite apparently making claims to prospective clients. There is also more evidence of alleged boob-enlarging hypnotherapy being practiced in Harley Street by someone Polanski knew, even if the Green leader says he was never paid to try it. There are plenty more strands in the story that hacks will no doubt be following up in the months to come. Look into my eyes (not my past): The Greens clarified that Polanski hosted fundraisers for the Red Cross, among other activities (he posted pics), which isn’t exactly being a spokesperson. They also hit back at the Times for what they argue is an “incredibly offensive antisemitic” cartoon of Polanski published last week. In war, charity … in politics, war: One of Labour’s two eve-of-poll hit jobs (we will get to the other in a minute) is the publication of a dossier of 25 Green candidates accused of peddling dangerous conspiracy theories and antisemitism. While we’re on that point, it seems that four of the eight candidates whose alleged antisemitic remarks were highlighted in the Labour attack vid still haven’t been suspended, as Playbook revealed yesterday … or, at least, the Greens haven’t been able to provide an update otherwise. Gonna need a bigger boat: Meanwhile, the Mail splashes on the Greens investigating more than 30 of its prospective councillors for allegations of anti-Jewish racism. The Greens responded by saying they were proud of the “vast majority” of the party’s 4,500 candidates and insisting they’re already investing in better vetting to prevent wrong ‘uns “slipping through the net.” On the other end of the media spectrum: The New World’s James Ball has also dug into Polanski’s prolific social media use to find more dodgy “likes,” including posts calling Starmer a “genocidal Zionist” and calling Labour a “bunch of rancid murderous bigots.” Green Co-Deputy Leader Rachel Millward will be on Politics Live today, where she’s bound to be asked about her own questionable X post following the Golders Green attack. LOOKING TO THE RIGHT ONTO LABOUR’S OTHER BIG OPPONENT: Nigel Farage will be raising a glass of claret watching the two parties of the left go at each other while he enjoys his Reform insurgency. But Labour hasn’t given up on that — it’s trying to fight on two fronts. Deploy Pat: Starmer’s steady pair of hands, Pat McFadden, has been trusted with the final morning broadcast round of this elections campaign. The DWP secretary does hope to use it to land a few digs at Polanski — but also intends to go after the millions Farage has accepted from “crypto billionaires in Thailand.” And Labour’s other attack piece into the day is a plea from Deputy Leader Lucy Powell for voters to reject the “toxic politics” of Reform. He’s not getting off scot-free: The BBC News at Ten had a prominent package last night on the (until recently) secret £5 million Farage trousered, before he was an MP, from Reform UK mega donor Christopher Harborne. Farage insisted that it was a donation for his personal safety, telling broadcasters at his final big rally of the campaign in Merthyr Tydfil that his party had looked at every legal angle and concluded there was no obligation to declare such a “personal gift.” Gift of the grift: As More in Common’s Luke Tryl pointed out on Newsnight, the Reform diehards may not give two figs, but it may not play well with wavering voters who are needed to get Farage over the line in Westminster. Some who thought Farage was different are now suggesting he looks more like the “establishment,” Tryl said. Farage is campaigning in the northwest today and may do a pool clip, so watch out for more. FWIW: YouGov’s weekly national poll has a Reform lead, the usual Labour/Tory/Green cluster and the Lib Dems in fifth. The usual heavy caveats apply. The fight for the final stronghold: Labour seems to be throwing a lot at the capital in the final hours. Starmer was let loose on the campaign last night — albeit in a stage-managed event in a community hall gathering of true believers. “Of course, we know it’s challenging,” Starmer said of the state of play. Ed Miliband and Bridget Phillipson will be campaigning within the confines of the M25 today (though, in fairness, John Healey is being sent to the West Midlands and Lisa Nandy the northwest). Kemi’s got the Knowledge: Kemi Badenoch is also spending the final hours of the campaign in London — but she’ll be circling the “donut” in Conservative-branded Hackney Carriage, starting out in Wandsworth, where the Tory leader will do a pooled interview around 9 a.m. Meter’s on: Then her black cab will head to Croydon, Bromley, Enfield, Barnet and Harrow before finishing in Havering — the last on the list being a big Reform hope within the capital, as your Playbook author’s look at the election in the capital examined. (That piece also contains the nugget that Labour was in part investigating antisemitism in the Greens by comparing a list of 500 people kicked out from the party under Jeremy Corbyn to Polanski’s candidates list). Don’t try this at Home Counties: Ed Davey will spend his last day campaigning in Surrey, where the Lib Dems hope to take control of two Home County councils in what should be peak Toryland. The Telegraph has JL Partners polling suggesting the liberals will outperform the Tories in almost half the contested southern seats. The party sees expanding its base here as crucial to winning more MPs at the next election. Davey will speak to broadcasters around 2 p.m. Silver linings playbook? Labour also seems to be putting resources into the traditional Labour-Tory bellwethers of Wolverhampton and Stevenage. One MP who’s campaigned in the latter recently — and hopes voters there may be being turned off Reform in this ever perilous-looking world — reckoned it remained “all to play for.” You get the sense if there are any holds in areas like this then Labour might try spin the results as being not quite as bad as they could’ve been. Newkie frown: Activists have long feared Green victory in Gorton and Denton would scupper chances of holding onto Newcastle, because it’d shatter the claim that Labour’s the only party to keep out Reform in the progressive leaning wards, while Reform will triumph elsewhere. One MP who’s been campaigning there reckons it’ll end up a hot mess of up to five parties of similar size and no one able to control, and predicting similar for Birmingham. A good test for the brave new world of multi-party politics! LOOKING INWARDS SEEING THROUGH THE CLOUDS: One senior official made the argument to Playbook last night that the past few days offer Labour hope … of sorts. “When in government all the scrutiny is on us — but the last week we’ve seen a situation where the other parties are getting that. A general election will be 100 times this.” So, that could present a sliver of hope for quelling the challenge from the left and right for the Labour leader in 2029, whoever that is … Let’s face it: Downing Street is braced for all hell to break out as the results start rolling in on Friday. And there is a closely guarded plan on how to firefight whatever worst-case scenario does pan out. Unleash the charmer: Our Dan Bloom also hears No. 10 is drawing up plans for a big speech from Starmer to discuss policy and the overall direction of his government in the days following the results. (It’d be different to the security-focused speech that was called off due to the Golders Green attack.) But whether any of that is big enough to impress depends on how ambitious Starmer wants to be — or is able to be. A manifesto for changing: The Times’ Steven Swinford reckons there’s a conversation in No. 10 about tearing up all sorts of red lines in the Labour’s manifesto to remove some of the strictures preventing the government giving the big offer that voters actually crave. It’ll be well worth watching McFadden’s words on just whether the changing picture in the world means the manifesto isn’t so iron-clad now. Food for thought: There will be a big battle for ideas in the smouldering wreck of the election results, as all sorts of interest groups jostle to get their ideas before a Starmer scrabbling round for rejuvenated policy platform … or his successor. The Labour Growth Group has announced a May 12 launch of what promises to be a new center-left diagnosis of Britain’s challenges and a plan for fixing it in favor of Britain’s “grafters.” It’s elementary: Tom Watson has urged Labour MPs to stop all the plotting to remove Starmer. And Watson speaks with some experience of that. As a junior minister he spearheaded the last letter-based attempted coup against a Labour premier… that led to Tony Blair naming his departure date. “I would tell them not to be as reckless as we were in 2006,” the former deputy leader wrote on his Substack. Hindsight is one hell of a drug. It’s all ancient Greek: In the Mail, Jason Groves and Dan Hodges hear Cabinet ministers are discussing a “Trojan Horse” plot to demand Starmer stop blocking Andy Burnham from the Commons, as long as the Manchester mayor publicly professes loyalty. That, figures pushing this theory goes, would allow all the infighting to stop because there would be a “clear successor” to Starmer in place. Touch wood! Diolch! Two senior government officials have warned they are braced for Welsh Labour Leader Eluned Morgan to call for Starmer’s resignation at some point after the (lack of) votes are counted on Friday. “Eluned will go over the top and call for him to go — it’ll be like Anas Sarwar all over again,” one of them told Playbook. Though the other downplayed the impact of the first minister (who may end up losing her seat) calling for the PM’s head as “priced in.” It’s looking real: The Telegraph splashes on Morgan telling Amy Gibbons in an interview that there’s “a danger” Labour will lose its 27-year grip on the Senedd because of protest votes against Starmer. Morgan will be today telling the good people of Pembrokeshire just why they should vote Plaid Cymru Labour. Well Plaid: Rhun ap Iorwerth will hold Plaid Cymru’s final rally in Llandudno early this afternoon. His band of Welsh nationalists are shouting about the latest YouGov MRP for ITV in Wales has them up four points on 33 percent, and Reform static on 29 percent. That difference, according to Cardiff University calculations, would win Plaid 43 seats to Reform’s 34. Let’s face it, a lot would have to go right for the number crunchers for that to turn out correct — but, as ever, the polling will be important for narrative-setting on the doorsteps. He’s on the stage, at least: Polling legend John Curtice is debating what the local and devolved elections will mean for the U.K., with former Nicola Sturgeon adviser Liz Lloyd and others, at an IfG event at 5.30 p.m. Details here. And then quiet: An eerie calm before the political storm should then set in on Thursday, when election rules mean broadcasters have to stay schtum on political issues and they instead start pumping out a full day of dog content. Enjoy the peace while it lasts. **Policy moves in real time, and so should you. POLITICO Pro’s Live Monitoring tracks U.K. Parliament as it happens, with instant transcripts, keyword alerts and updates wherever you are. It’s how policy professionals avoid missing critical moments. Trial Live Monitoring for free.** TODAY IN WESTMINSTER PARLIAMENT: Knocking doors. ADOPTS STATESMAN MODE: The government is gearing up to legislate so that perpetrators of antisemitic attacks orchestrated from Tehran will face up to 14 years in prison, Matt Dathan and the Times team report in the paper’s splash. That includes if attackers are dimwittedly acting on behalf of Iranian proxies. Dathan and team report that the legislation will be included in next week’s king’s speech — and would also introduce the long-promised proscription-esque powers to ban state groups like the IRGC, as Starmer told the Jewish Chronicle last month. Double it: The Home Office announced an extra £18 million in funding for the Met Police to boost patrols to tackle a surge in antisemitic hate crime. Commissioner Mark Rowley welcomed the extra dough — but Playbook (and others) privately hear he’s arguing that £35 million is the minimum required to keep communities safe in a “sustainable” way. BUSINESS AS USUAL: Business Secretary Peter Kyle is at the G7 trade meeting. He’ll be in and out of meetings including, most crucially, one with U.S. Trade Representative Jamieson Greer. He’ll then pop up on BBC Business Today, at 4.30 p.m. Kyle’s got his work cut out. Unhappy anniversary: It’s now one whole year since Britain struck a trade deal with Donald Trump … but the fallout is still hitting Britain’s arable heartlands, as my colleague Sophie Inge reports. The decision to grant the U.S. a massive duty-free quota for bioethanol has undermined domestic production — knocking out a major market for U.K. wheat, depressing prices, and forcing farmers to lean more heavily on imports of animal feed just to stay afloat. IN WESTMINSTER … OR ARE THEY? Some civil servants have been faking work attendance and failing to go to their offices for years on end, according to a Telegraph investigation. Some staff are accused of faking in-office work by connecting their office Wi-Fi from a nearby car park before returning home. GAME, SET: The government is examining whether to make reselling tickets for specific major sporting events without authorization a criminal offense. The move is part of the government’s drive to make the U.K. “event ready,” alongside discussions about potential bids, including for the Olympic and Paralympic Games in the 2040s. BBC Sport has a write-up. RULED: Four Palestine Action activists have been found guilty of criminal damage at a U.K. site of Israel-based defense firm Elbit Systems. One of the activists, 23-year-old Samuel Corner, was also found guilty of inflicting grievous bodily harm after striking Sergeant Kate Evans with a sledgehammer, fracturing her spine, the BBC reports. The break-in happened before Palestine Action was proscribed by the government (and we’re still waiting for the Court of Appeal judgment that could see that move overturned). CONVENTIONAL THINKING: Leaving the European Convention on Human Rights would have “consequences” for the U.K. — including putting it in a group with the autocracies of Russia and Belarus, the head of the organization that oversees the treaty has warned. Alain Berset sat down with my POLITICO colleague Jon Stone. THE BIG QUESTION: Migration Observatory Director Madeleine Sumption — and the Home Office’s interim Migration Advisory Committee chair — is delivering Bright Blue’s Ludgate lecture titled: “Can governments do immigration policy better?” Considering the Observatory recently pointed out the U.K. has the fifth-largest initial decision asylum backlog in Europe at the end of 2025, the answer to the lecture’s title may be: “probably?” Tune in at 1 p.m. to find out. THE TATE WE’RE IN: Self-proclaimed misogynist Andrew Tate sought written assurances from prosecutors that he wouldn’t be arrested if he returned to the U.K. for a civil case in which he’s accused of rape, the High Court heard. The CPS declined the request by Tate and his brother Tristan, who were charged together last May with rape, sexual assault and other offenses. The Guardian has the story. SW1 EVENTS: The Sir Harry Evans investigative journalism summit kicks off at 9.30 a.m., with talks from hacks including Gabriel Pogrund, Mishal Husain, Beth Rigby and Michael Gove. REPORTS OUT TODAY: While 46 percent of U.K. residents are proud of where they live, only 37 percent of people feel their area is thriving, according to polling by JL Partners for the Social Value Commission … and the failure of Northern Ireland’s devolved institutions to deliver effective public policy and services may ultimately threaten their stability, and that of the Good Friday Agreement, argues the UCL Constitution Unit. **Start your morning in Westminster. Politics at Sam and Anne’s drops in your feed by 8.30am with sharp insight from Sam Coates (Sky News) and Anne McElvoy (POLITICO). The stories shaping Parliament, the voices setting the agenda, and what you need to know, all in under 20 minutes. Listen now on your favourite podcast app ** BEYOND THE M25 ON THE GROUND IN UKRAINE: Russian attacks killed more than 20 people across Ukraine on Tuesday, ahead of rival unilateral ceasefires proposed separately by Moscow and Kyiv. The BBC has the story. TOUGH TALKS: Trump’s latest tariff threats are pushing EU talks on implementing last year’s transatlantic trade deal toward a showdown, my POLITICO colleagues report. Negotiators from the EU Parliament, national capitals and the European Commission are meeting today to try to hammer out their differences amid a deepening impasse over whether to back the accord. COMING ATTRACTION: China’s top diplomat Wang Yi (who wants to get tankers moving in the Gulf) hosted Iran’s Foreign Minister Abbas Araghchi in the last few hours — days before Trump’s planned visit to Beijing. FEELING GROUNDED: Two million airline seats have been cut from this month’s schedules as airlines rethink their operations due to soaring jet fuel prices. The story splashes the Sun and the i Paper. TRUMP ATHENS-BOUND: The U.S. president will visit Greece soon, U.S. Ambassador Kimberly Guilfoyle said Tuesday. She added that Defense Secretary Pete Hegseth will also visit Athens, along with Rubio. Trump may visit ahead of a NATO summit in Turkey on July 7-8. **A message from The Boeing Company: Global aviation relies on British manufacturing. We partner directly with almost 1,000 UK suppliers, connecting these domestic enterprises to global markets. It's a collaboration that sustains more than 25,000 high-value jobs across the country. Investing in local partnerships ensures UK talent continues leading the industry. Discover how our commitment to UK suppliers drives economic momentum.** MEDIA ROUND Work and Pensions Secretary Pat McFadden broadcast round: Times Radio (7.05 a.m.) … Sky News (7.15 a.m.) … GB News (7.30 a.m.) … LBC (7.50 a.m.). Shadow Transport Secretary Richard Holden broadcast round: LBC News (7.35 a.m.) … Sky News (7.50 a.m.) … GB News (8 a.m.) … Talk (8.20 a.m.). Also on Times Radio Breakfast: SNP MP Stephen Gethins (7.45 a.m.) … Labour peer David Blunkett (8.05 a.m.) … former adviser to Keir Starmer Peter Hyman (8.35 a.m.). Also on Sky News Mornings: Scottish Greens Co-Leader Ross Greer (8.40 a.m.) … Union of Jewish Students President Louis Danker (9.15 a.m.) … Scottish Liberal Democrats Leader Alex Cole-Hamilton (9.30 a.m.) … U.K. Birth Trauma Inquiry Chair Theo Clarke (9.40 a.m.). TODAY’S FRONT PAGES POLITICO UK: One year on: The hidden impact of Trump’s trade deal with the U.K. Daily Express: ‘Unremovable.’ Daily Mail: Thirty green candidates probed over Antisemitism. Daily Mirror: We’re still only ones on your side. Financial Times: Long-term borrowing costs highest in decades as prolonged inflation looms. Metro: ‘A target on the back of UK Iran critics.’ The Daily Telegraph: Starmer could cost us election, says Welsh leader. The Guardian: Labour under pressure after UK borrowing costs hit 28-year high. The i Paper: Millions face flight cancellations as jet fuel shortage deepens and Iran ceasefire falters. The Independent: Ceasefire shattered as Iran fires drones and missiles at UAE. The Sun: Come cry with me. The Times: New powers to treat Iran proxies as foreign spies. LONDON CALLING WESTMINSTER WEATHER: Sunny spells. High 13C, low 9C. SPAD MOVE: Jonathan Heywood has started as a policy SpAd for Shabana Mahmood in the Home Office. NEW GIG: Former Teneo Senior Managing Director Alex Hickman has joined JL Partners as a director. JOB AD: Labour MP Naushabah Khan is hiring a chief of staff. MEA CULPA: Smoking is the biggest cause of preventable death in the U.K. WRITING PLAYBOOK PM: Emilio Casalicchio. WRITING PLAYBOOK THURSDAY MORNING: Sam Francis. HAPPY BIRTHDAY TO: Former PM Tony Blair … Birmingham Northfield MP Laurence Turner … Labour peer John Hutton … U.K. Deputy Permanent Representative to the U.N. James Kariuki … former SNP MSPs Alasdair Allan and Stuart McMillan … Labour peer Parry Mitchell … Lib Dem Head of Media Christine Longworth. PLAYBOOK COULDN’T HAPPEN WITHOUT: My editors Dan Bloom, Alex Spence and James Panichi; diary reporter Bethany Dawson; and producers Dean Southwell and Hugh Kapernaros. SUBSCRIBE to the POLITICO newsletter family: Brussels Playbook | London Playbook | London Playbook PM | Playbook Paris | Berlin Playbook | POLITICO Confidential | Sunday Crunch | EU Influence | London Influence | Berlin Bulletin | D.C. Playbook | D.C. Influence | Canada Playbook | POLITICO Forecast | All our POLITICO Pro policy morning newsletters

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  • Sam BlewettBy Sam Blewett

    WHILE YOU WERE SLEEPING … Donald Trump went and suspended “Project Freedom” as the naval operation threatened to send the fragile ceasefire with Iran into meltdown. The president wrote on Truth Social that the U.S. Navy’s attempt to shepherd commercial ships through the Strait of

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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.