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strikeApr 13, 2026

The Latest: Trump vows to 'kill' Iranian warships that get near US blockade

Summary

The Latest: Trump vows to ‘kill’ Iranian warships that get near US blockade The U.S. military announced it will begin a blockade of all Iranian ports and coastal areas on Monday, tempering U.S. President Donald Trump’s previous vow to entirely block the strategic Strait of Hormuz, as early reports indicated that ships had stopped crossing the waterway. However, Trump warned on social media that any Iranian warships that come “anywhere close” to the U.S. blockade will be destroyed. It wasn’t clear whether the blockade had started by the designated time of 10 a.m. EDT. The move sets the stage for a showdown as Iran has responded with threats against ports in the Persian Gulf and the Gulf of Oman. The war, now in its seventh week, has killed thousands of people and shaken global markets. Ceasefire talks between the U.S. and Iran over the weekend ended without an agreement, raising questions about what happens when the current two-week truce expires on April 22. Meanwhile, the Israeli military is pushing ahead with its air and ground offensive in southern Lebanon, engaging in fierce fighting with Hezbollah militants over a strategic town while the group also fires rockets and drones at northern Israel. Here is the latest: China’s Foreign Minister Wang Yi on Monday said that the current priority should be to maintain the ceasefire between Iran and the United States and prevent conflict from reigniting in the Middle East. Chinese top diplomat made the comments in a phone conversation with his Pakistani counterpart, Ishaq Dar, according to China’s Xinhua news agency. Pakistan has been mediating between Iran and the U.S. and was able to bring them to historic, face-to-face talks over the weekend. However, the negotiations ended without an agreement, raising questions about the fate of the two-week truce. British Prime Minister Keir Starmer says world leaders will meet this week to push for a reopening of the Strait of Hormuz. Starmer said that with French President Emmanuel Macron, “I will convene a summit of leaders this week to drive forward the international effort” to end the conflict and unblock the key oil route. He told lawmakers in the House of Commons on Monday the strait must reopen with “no conditions” and “no tolls.” France and the U.K. have in recent weeks been spearheading international efforts to increase pressure on Iran to stop blocking the strait. They have also convened military planning meetings for an operation to provide security for shipping once the conflict ends. It’s unclear what impact a U.S. blockade of Iran’s ports announced by Trump will have on those plans. It’s Prime Minister Pedro Sánchez’s fourth trip in just over three years to the world’s number two economy. His visit comes at a complex geopolitical moment as European leaders try to influence an end to the U.S.-Israeli war in Iran, and as Spain’s relationship with the U.S. has been strained by Sánchez’s vocal disapproval of the conflict. Under Sánchez, Spain has sought to diversify its political relations with the world’s large powers, including Beijing. On Monday, the prime minister urged China to assume a larger role in a multipolar world, speaking at a university in Beijing a day before he is set to meet with Chinese President Xi Jinping. The president made the comment on social media just after the blockade of Iran was expected to begin. Trump said Iran has some “fast attack ships” remaining even after much of its navy was destroyed by U.S. strikes. “Warning: If any of these ships come anywhere close to our BLOCKADE, they will be immediately ELIMINATED, using the same system of kill that we use against the drug dealers on boats at Sea,” Trump wrote on his Truth Social platform. He added: “It is quick and brutal.” Johann Wadephul told reporters in Berlin on Monday it is “urgently necessary to ... ensure that the Strait of Hormuz, which is, after all, an international maritime route, remains free and open.” The foreign minister said keeping the strait open “is required by international law, and it must be observed by all; making this a reality must be the goal of us all.” Wadephul did not further elaborate on Trump’s earlier vow to block the strait. He said Germany is focused on helping to resolve the conflict through diplomacy. The current truce between the U.S. and Iran appears to be holding, with no word on whether negotiations will resume before it expires on April 22. Pakistan’s foreign minister, Ishaq Dar, said his country will try to facilitate a new round of dialogue between Iran and the U.S. in the coming days. There was no immediate reaction from either side. A key obstacle seems to be a perception on both sides that they won the war and that each has time on its side. As the Israeli military pushed ahead with its air and ground offensive in southern Lebanon, the Lebanese militant group fired more rockets and drones at northern Israel on Monday. Sirens rang out throughout the day in dozens of Israeli communities along the Lebanese border and in the city of Haifa, some 40 kilometers south, near key energy facilities. The exchange of fire was taking place a day before Lebanon and Israel, which do not maintain diplomatic relations, were set to begin direct negotiations in the United States for the first time in decades. The Israeli military said it intercepted more than 10 drones that crossed from Lebanon on Monday. The army says Hezbollah has fired over 250 projectiles since the temporary ceasefire was announced between the U.S., Israel and Iran last week. Foreign Minister Johann Wadephul welcomed that the current truce is holding and urged the warring parties to keep negotiating for a solution to the conflict.(backslash) “The whole world is suffering from this. Here, we are engaged in crisis negotiations on the need to lower gasoline and diesel prices. On the African continent, there are now fears of widespread famine this summer because the necessary fertilizers cannot be transported. We have an acute shortage of fossil fuels in large parts of Asia,” he said during a joint press conference Monday with the South African Foreign Minister Ronald Lamola. Nonetheless, Wadephul said Germany also supports “the American position that we need a credible and robust abandonment of Iran’s pursuit of a nuclear weapon.” That’s an increase of 34 deaths since the previous day’s count, according to the Lebanese Health Ministry. It said Monday that among those killed were 252 women, 166 children, and 88 medical workers. The number of wounded has increased to 6,762 people since the war began on March 2, when Hezbollah fired rockets towards northern Israel in solidarity with Iran, sparking Israel’s ground invasion and aerial bombardment campaign that has displaced over one million people. Ahead of anticipated direct talks in Washington on Tuesday, the strikes across both sides of the tense frontier and fierce ground fighting in southern Lebanon have intensified. While most of Asia is being hit hard, China will likely benefit from war-related fossil fuel disruptions despite being the biggest purchaser of Iranian oil. China leads the world in battery, solar and electric vehicle exports, and its industries are forecast to face a rise in demand for renewable products. Chinese industry giants like vehicle-maker BYD and battery-producer CATL are well-positioned to capitalize on growing interest in low-emissions energy products as the world confronts the fragility of fossil fuels. That contrasts with a more fragmented U.S. approach that has promoted fossil fuels. “China’s approach to energy sector development and geopolitics has been completely validated by the Iran conflict,” said Sam Reynolds with the U.S.-based Institute for Energy Economics and Financial Analysis. The U.S. military has vowed to blockade all Iranian ports to pressure Tehran into agreeing to open the crucial Strait of Hormuz and accepting a peace deal. Iran responded with threats on all the ports of U.S. allies in the Persian Gulf and the Gulf of Oman. The showdown contains serious risks for the global economy and raises the specter that a ceasefire that is currently holding could collapse. It was not clear if the blockade had started when the designated time of 10 a.m. EDT (2 p.m. GMT) arrived. Minutes earlier, a notice to mariners issued by the United Kingdom Maritime Trade Operations agency, which monitors maritime security, said the restrictions included “the entirety of the Iranian coastline, including ports and energy infrastructure.” The notice added that transit through the strait “to or from non-Iranian destinations is not reported to be impeded by these measures,” but it added that ships “may encounter military presence” in the strait. They were killed in two separate strikes in southern Gaza Monday, according to health officials at Nasser hospital, where the bodies arrived. The Israeli military did not immediately respond to a request for comment. “Where is the truce? Here is the truce,” said Mahmoud al-Faqaawy as he pointed at the motionless body of his cousin, covered in a white burial shroud in a hospital hallway. “They are saying a ceasefire, where is it?“ The Gaza Strip has seen near-daily Israeli fire and strikes since a fragile ceasefire was reached in October, with more than 750 Palestinians killed since then, according to figures from the Hamas-run Gaza Health Ministry. A military official, speaking on condition of anonymity under briefing guidelines, said several senior commanders were among those killed, but provided no further evidence to support the casualty claims. Lebanon’s Health Ministry said 357 people were killed, including more than 100 women, children and elderly. Based on those figures, Israel’s claims would require nearly all adult male casualties to be Hezbollah fighters. The strikes were among the most expansive of the war and came as the United States and Iran entered into a ceasefire Israel said didn’t apply in Lebanon. The destruction and large number of civilian casualties drew condemnation from Lebanon and across the globe and prompted Trump to urge Israel to “dial it back.” The military official said the timing of the April 8 operation was unrelated to the ceasefire. Israel said the next day that it would open peace talks with Lebanon. Negotiations are expected to begin on Tuesday in Washington, while Israel presses ahead with aerial and ground operations against Hezbollah. — By Sam Metz Oil prices have jumped to more than $100 a barrel again and Wall Street appears to be following global markets lower as the U.S. military prepared to blockade traffic to and from Iranian ports. In the Strait of Hormuz, most shipping has been stalled since the start of the war. Futures for the S&P 500 and Dow Jones Industrial Average each fell 0.7% before the opening bell. Nasdaq futures slid 1%. Trump announced the planned blockade after U.S.-Iran ceasefire talks in Pakistan ended without an agreement, and the U.S. military said the blockade involving all Iranian ports would begin Monday at 10 a.m. EDT. Iran immediately responded with threats on all ports in the Persian Gulf and the Gulf of Oman. Iran’s ambassador to India said Tehran is open to talks with the United States if Washington refrains from making “unlawful demands.” Mohammad Fathali was referring to talks held in Islamabad and said the main sticking points were Iran’s nuclear program, war reparations and sanctions relief. Asked about the prospects for future negotiations, Fathali told reporters in New Delhi, “If they (the U.S.) accept our conditions, it is possible.” The chief of Russia’s state nuclear corporation said Monday it was pulling nearly all of its personnel from Iran’s Russia-built nuclear power plant. Rosatom chief Alexei Likhachev said 108 workers were leaving the power plant in Bushehr, and only 20 will stay behind to keep watch of the equipment at the plant where Russia is building two more nuclear reactors. Likhachev said that Russia has coordinated the workers’ evacuation with the Iranian authorities. Since the start of the war, Russia has repeatedly voiced concern about projectiles hitting the territory of the plant, some of them landing near its nuclear reactor. Russia had planned the near complete evacuation long before the ceasefire, removing about 600 personnel in several waves in March and earlier this month. Spain’s Defense Minister Margarita Robles condemned Trump’s threatened shipping blockade, saying it “makes no sense.” “Since the war began, everything has been senseless,” Robles told Spanish broadcaster TVE on Monday. “Nobody knows the reason why this war started, a war that was supposed to be quick. This is just another episode of the downward spiral we have been dragged into, and that they have tried to drag the entire world into.” Spain under Prime Minister Pedro Sánchez has been Europe’s loudest critic of the U.S. and Israel’s military actions in the Middle East. The NATO member said earlier this month that its airspace was closed to the U.S. planes being used in Iran, and disallowed the U.S. from utilizing jointly operated military bases in southern Spain in the war effort. Prime Minister Benjamin Netanyahu said fighting is continuing in Lebanon on Monday, focused on the Bint Jbeil area, a strategic point that has been the site of fierce battles between Israel and Hezbollah over the years. Speaking at a cabinet meeting, Netanyahu said that Israel’s military is expanding beyond the five hilltops it controlled in southern Lebanon since the ceasefire with Hezbollah in 2024 towards a “solid, deeper security zone, which both prevents the danger of invasion and keeps the threat of terrorism away.” Previously, Netanyahu said Israel wants to control the territory 8-10 kilometers (5-6 miles) from the border in southern Lebanon to remove the threat of short-range rockets or anti-tank missiles targeting Israeli cities and towns on the border. Iran’s Foreign Minister Abbas Araghchi spoke by phone with his Qatari counterpart Sheikh Mohammed bin Abdulrahman Al Thani. The ministers discussed the Islamabad talks between Iran and the U.S. which failed to achieve a deal, according to the Iranian foreign ministry. The U.S. will leave the Middle East without any achievements, Iranian media reported on Monday, citing Brig. Gen. Esmail Qaani, commander of the powerful elite Quds Force. He noted that the U.S. and Israel should remember how they left Yemen likewise empty-handed in a prior campaign, according to the Tasnim and Mehr semiofficial news agencies. Qaani suggested that the Iranian-backed Houthi rebels could close the Bab el-Mandeb Strait as they did between 2023 and 2025. The attacks in Bab el-Mandeb prompted the U.S. to launch an air campaign against the Houthis. The rebels stopped attacking ships in the Red Sea after a deal with the Trump administration. The European Union’s fuel bill has risen by more than $25 billion since the United States and Israel launched their war on Iran and is likely to mount, European Commission President Ursula von der Leyen said Monday. “Our bill for fossil fuel imports has increased by over 22 billion euros – 44 days, 22 billion euros,” she said, noting that “the disruption of energy supplies will continue for some time to come.” Von der Leyen recommended that EU governments start coordinating how they use their oil and natural gas supplies to avoid adding pressure on the market. She proposed easing restrictions on state aid rules while the crisis lasts to help protect vulnerable consumers and sectors from high energy prices. A U.S. threat to block the Strait of Hormuz is “more bluffing than reality,” according to Ebrahim Rezaei, a spokesperson for the Iranian parliament’s National Security Commission. Rezaei warned that Tehran is prepared to respond if the situation escalates militarily. “It will make the current situation (Trump) is in more complicated and will further agitate the market he is angry about, and we may also reveal other cards that we have not used in the game,” Rezaei said in a post on X. Israel’s Prime Minister Benjamin Netanyahu said Monday that he has spoken with U.S. Vice President JD Vance about the negotiations in Pakistan. Netanyahu said the pair spoke Sunday while Vance was on a plane returning from the negotiations in Islamabad. Israel supports Trump’s “strong stance to impose a naval blockade on Iran,” Netanyahu said, and backs the U.S. position that Iran must remove all of its enriched nuclear material and refrain from any more enrichment within Iran for several decades. The coming days could be a stress test for the rules that are supposed to govern the Strait of Hormuz, according to Sal Mercogliano, a maritime historian at Campbell University. It remains unclear, he added, how the U.S. would track, intercept and board vessels moving from Iranian ports through the strait. Any U.S. or Iranian attempt to choke off the waterway would run counter to the principle of freedom of navigation, said Mercogliano, who has testified before the U.S. Senate on commercial shipping and written for the U.S. Naval Institute. “We are challenging the concept of freedom of the seas,” Mercogliano said on his “What’s Going on With Shipping?” podcast, which has more than 600,000 followers on YouTube. Asked to comment on the U.S. announcement of a blockade on Iran’s ports and coastline, Kremlin spokesman Dmitry Peskov said: “Most likely, such actions will continue to negatively impact international markets, this can be assumed with a high degree of certainty.” Peskov told reporters: “Many details remain unclear and incomprehensible, so I would refrain from making any substantive comments at this time.” Iran’s Foreign Minister Abbas Araghchi has spoken by phone with his Saudi counterpart, Prince Faisal bin Farhan, Iranian semiofficial media reported. The ministers discussed the talks between the U.S. and Iran in Pakistan which failed to achieve a deal, Mehr News agency said, without elaborating further. An Israeli airstrike killed at least three Palestinians in central Gaza Strip early Monday, hospital authorities said. The strike hit a Hamas-manned security point just after midnight in the eastern part of Deir al-Balah city, in central Gaza, according to the Al-Aqsa Martyrs Hospital which received the dead men. The strike also wounded one Palestinian. The military did not immediately respond to a request for comment. The deaths were the latest among Palestinians in the coastal enclave since an October fragile ceasefire deal attempted to halt a more than two-year war between Israel and Hamas in Gaza. While the heaviest fighting has subsided, the shaky ceasefire has seen almost daily Israeli fire. Turkish Foreign Minister Hakan Fidan has said the U.S.-Iran ceasefire could be extended for 45 to 60 days to allow negotiations to continue. Fidan, whose country has supported mediation efforts, said the U.S. and Iranian delegations presented initial “maximalist” positions during the talks in Pakistan, adding that Iran is expected to review U.S. proposals and respond. “If the parties make good progress, an additional ceasefire could be introduced — lasting 45 to 60 days — so that negotiations can continue,” he said in an interview with state-run Anadolu Agency. He cautioned however, that Israel remains “a factor” that could disrupt the negotiations. The nuclear issue could also become a sticking point, he said. “If the nuclear matter turns into an all‑or‑nothing situation, especially regarding enrichment, we could face a serious obstacle,” Fidan said. “But hopefully, with the support of mediators and other countries, we will try to overcome this as well.” A labor union said Monday that thousands of crew members stuck on vessels in and around the Strait of Hormuz are running short on basics and growing increasingly desperate. Milind Kandalgaonkar, general secretary of the National Union of Seafarers of India, said that nearly 20,000 Indian crew members have been stranded in the region. “Many of these seafarers are reportedly facing acute shortages of food, potable water, and essential medical supplies,” he wrote in a letter to India’s national shipping board. He urged authorities to ensure supplies can reach the vessels, protect seafarers’ welfare and prepare for evacuations if needed. Tanker owners say the ceasefire has done little to ease conditions for mariners in the strait, where crews report dwindling food and fresh water. Israel’s military said Monday that its troops have surrounded what they say is Hezbollah military infrastructure and have started ground operations in the strategic southern Lebanese town of Bint Jbeil and its surrounding areas, killing over 100 Hezbollah fighters. Hezbollah did not immediately publicly announce anyone killed among their ranks, and Israel did not immediately acknowledge any fatalities among their forces. Hezbollah has not commented on the developments. On Sunday Hezbollah claimed at least five attacks on Israeli troops in the town and its outskirts with rockets, artillery, and exploding drones. According to the group’s statements, the Israeli troops were positioned near a school, a hospital, and juncture that surrounds the heart of Bint Jbeil. The Israeli military said it attacked Hezbollah forces. The town overlooks the UN-mandated Blue Line that divides Israel and Lebanon, just over 2 miles away, making it a strategic point for the Iran-backed group. German Chancellor Friedrich Merz has criticized the peace talks between the U.S. and Iran in Pakistan last week as not well prepared. “I was not surprised by the decision to break off the talks in Islamabad,” he told reporters in Berlin on Monday. “From the very beginning, I didn’t get the impression that they were really well prepared,” the chancellor said without further elaborating who exactly he was referring to with this criticism.

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  • The Associated PressBy The Associated Press

    The Latest: Trump vows to ‘kill’ Iranian warships that get near US blockade The U.S. military announced it will begin a blockade of all Iranian ports and coastal areas on Monday, tempering U.S. President Donald Trump’s previous vow to entirely block the strategic Strait of Hormuz

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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.

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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.

Location: Strait of Hormuz
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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

Iranian officials reported strikes on US radar and air defense sites in Kuwait and Bahrain, along with the interception of two oil tankers in the Strait of Hormuz. The United States conducted strikes on Iranian targets following the deaths of three US soldiers, with the Pentagon stating the actions aimed to degrade capabilities affecting shipping.

Houthi forces in Yemen announced plans to blockade Saudi ports, while both US and Iranian leaders issued statements on further escalation.

Location: Iran