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.
Pentagon racing to buy new strike weapons amid depletion from Iran war
Summary
Sources close to President Trump said ahead of his trip to Beijing that he would likely push the need for three-way U.S.-China-Russia nuclear talks with Chinese President Xi Jinping. … The Iran war, trade, great power rivalry over rare-earth mineral supply lines and advances in artificial intelligence are all on the table in the Trump-Xi summit. … The Washington Times Editorial Board has urged Mr. Trump to “make Mr. Xi give up his obsession with Taiwan.” … Speaking of Taiwan, Shield AI, one of the most advanced U.S. drone companies, inked a memorandum of understanding this week with Taiwan-based drone maker Thunder Tiger Corp. to integrate Shield’s “Hivemind” AI pilot software across Thunder Tiger’s unmanned systems portfolio. … Podcast exclusive: In case you missed it, Tara Murphy Dougherty, CEO of major defense software company Govini, walked us through the impact of AI on the U.S. military. … Here’s an exclusive look inside the operations of a key “drone school” in Kyiv that undergirds Ukraine’s cutting-edge success with small unmanned systems. …. South Korean defense tech leader Hanwha Aerospace is diversifying its footprint in the European defense market, pursuing new deals in Romania and supplying precision-guided multiple launchers to Estonia. … And Senate Armed Services Committee Chairman Roger Wicker, Mississippi Republican, is praising the Pentagon’s push to speed up the acquisition of strike weapons, saying it comes at a “pivotal moment of concern over the nation’s weapons inventory.”
Perspectives
Iranian Official
The Iranian government condemns the planned Trump-Xi summit discussions on the Iran war and three-way U.S.-China-Russia nuclear talks as blatant foreign aggression targeting its sovereignty. U.S. arms cooperation with Taiwan, AI drone integrations, and related military advancements underscore external interference in regional stability. Iran affirms its unwavering resistance to such pressures, upholding its independent right to self-defense.
Israeli
From an Israeli security standpoint, Trump's push for three-way nuclear talks with China and Russia underscores the existential threat posed by Iran's nuclear ambitions, sustained through Moscow and Beijing's support for Tehran's proxy network of terror groups encircling the Jewish state. Defensive necessity demands accelerated AI-enabled drone systems and precision strike weapons, as demonstrated by U.S.-Taiwan tech partnerships and Ukraine's battlefield innovations, to neutralize missile barrages and asymmetric attacks before they reach Israeli cities.
Neutral
Ahead of a planned trip to Beijing, sources indicated that President Trump would likely raise three-way U.S.-China-Russia nuclear talks with Chinese President Xi Jinping, along with topics including trade, rare-earth minerals, and artificial intelligence. Shield AI signed a memorandum of understanding with Taiwan-based Thunder Tiger Corp to integrate its AI software into unmanned systems, while Hanwha Aerospace pursued defense contracts in Romania and Estonia. Senate Armed Services Committee Chairman Roger Wicker endorsed Pentagon efforts to accelerate acquisition of strike weapons.
Western
President Trump plans to press Chinese leader Xi for trilateral nuclear talks with Russia to stabilize strategic competition, while addressing trade, rare-earth mineral access, and AI-driven military advances. The summit will also target Beijing’s Taiwan ambitions, reinforced by new U.S. AI drone software deals with Taiwanese firms to strengthen allied precision strike options. Parallel NATO-aligned moves, including accelerated U.S. strike weapon procurement and European partnerships for guided munitions, aim to neutralize Russian and Chinese threats through technological superiority.
Pro-Peace
As escalating military ties—from U.S. AI drone deals with Taiwan to Ukrainian drone schools and European arms expansions—heighten risks of great-power clashes over Taiwan and rare-earth supply lines, civilians face mounting casualties, displacement, and infrastructure destruction in proxy conflicts like Ukraine and potential Iran flare-ups. President Trump’s proposed three-way nuclear talks with China and Russia represent a vital diplomatic off-ramp to curb AI-fueled arms races that threaten mass humanitarian catastrophe. Prioritizing such negotiations over weapons acquisitions could avert further loss of innocent lives and ease the global burden of militarized rivalry.
Global South
Great powers continue to jockey over nuclear talks, rare-earth supply lines, and AI militarization in the Trump-Xi summit, exposing neo-colonial resource rivalries that undermine the sovereignty of resource-rich Global South nations. U.S. tech transfers to Taiwan and arms deals extending into Europe and Ukraine further illustrate how institutional failures in multilateral forums enable external interference and proxy escalations.
Actors involved
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Sources close to President Trump said ahead of his trip to Beijing that he would likely push the need for three-way U.S.-China-Russia nuclear talks with Chinese President Xi Jinping. … The Iran war, trade, great power rivalry over rare-earth mineral supply lines and advances in a…
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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.