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strikeMay 20, 2026

Hormuz traffic doubles; Israel lobby takes down Thomas Massie; Nigerian military claims joint U.S. strikes killed 175

Summary

Hormuz traffic doubles; Israel lobby takes down Thomas Massie; Nigerian military claims joint U.S. strikes killed 175 Drop Site Daily: May 20, 2026 Iran’s Islamic Revolutionary Guard Corps warns war could “extend beyond the region.” Strait of Hormuz transit traffic more than doubled last week. Iran war strike triggers oil spill at protected Persian Gulf wildlife sanctuary. U.S. Treasury sanctions 50-plus Iranian-linked entities. UAE says drone that struck Barakah was launched from Iraq. Foreign governments dump U.S. Treasuries in March. NYT: U.S. and Israel secretly planned to install former Iranian President Mahmoud Ahmadinejad as Iran’s leader. Israeli strike on Lebanese town kills at least 11 civilians. Hezbollah drones seriously impeding Israeli military operations. Israeli strike on civilian car near Gaza City hospital kills one, wounds four. Israeli strike severs water line serving displaced Palestinians in Khan Younis. FT: Israel seizes 1,000 sq km across Gaza, Lebanon, and Syria. Israel intercepts all vessels in Gaza-bound flotilla in international waters. Israeli minister posts video showing abuse of detained flotilla members. AIPAC-backed challenger defeats Rep. Thomas Massie in most expensive House primary in history. Democratic Socialists of America member Chris Rabb wins Democratic primary in Philly. Senate advances bill forcing Trump to seek congressional approval for Iran war. DOJ permanently bars examination of Trump family returns. Acting AG Todd Blanche says DOJ will not recommend pardon for Ghislaine Maxwell. NATO fighter jet shoots down Ukrainian drone over Estonia. 15,850 have died in Ukraine, UN says. Car bomb kills one soldier, wounds 21 near Syrian Defence Ministry in Damascus. Somaliland to open embassy in Jerusalem. Drone strike kills 28 at crowded Sudan market. UAE and France renew defense cooperation agreement. U.S. expresses “concern” about protests in Bolivia. China secretly trained Russian personnel who fought in Ukraine, Reuters finds. FROM DROP SITE: Drop Site is now live on WhatsApp. Get our latest reporting, podcasts, and breaking news, delivered directly. Join the channel here. This is Drop Site Daily, our free daily news recap. We send it Monday through Friday. Today’s edition is being sent to more than 750,000 subscribers. Help us grow that number by forwarding and recommending this newsletter. 🛒 Get your “Drop [Site] News/Not Bombs” Hoodie here: Iran and Ceasefire IRGC warns war could “extend beyond the region”: Iran’s Islamic Revolutionary Guard Corps (IRGC) warned on Wednesday that war would extend beyond the region if the United States and Israel resume attacks on Tehran. “If the aggression against Iran is repeated, the promised regional war will this time spread far beyond the region, and our devastating blows will crush you,” the IRGC said in a statement carried by the Tasnim news agency. “The American-Zionist enemy...must know that despite the offensive carried out against us using the full capabilities of the world’s two most expensive armies, we have not deployed the full power of the Islamic revolution.” Trump, Vance talk delayed strikes: President Donald Trump on Tuesday said the U.S. could attack Iran again if no deal to end the war is reached in the coming days. “I’m saying two or three days, maybe Friday, Saturday, Sunday, something, maybe early next week, a limited period of time,” Trump said. In separate remarks, J.D. Vance said Trump told him the U.S. was “locked and loaded,” although it doesn’t “want to go down that pathway” at the present moment. Strait of Hormuz transit traffic more than doubled last week: Strait of Hormuz transit traffic rose to 54 vessels in the week of May 11–17, more than double the previous week’s 23 vessels. Ten of these ships were owned by Chinese companies, a development which corresponds with Tehran’s announcement last week that it would permit Chinese vessels to transit. Two Chinese tankers, Yuan Gui Yang and Ocean Lily, departed Wednesday, according to Reuters. Another vessel, owned by the UAE’s state petroleum company, crossed with its tracking transponder switched off, according to data from Lloyd’s List. The partial rebound remains a fraction of pre-war levels—before the U.S. and Israel attacked Iran in late February, roughly 3,000 vessels transited monthly, carrying an estimated 15 million barrels of oil daily. South Korean tanker passing through Hormuz: A South Korean oil tanker is passing through the Strait of Hormuz, the first time a Korea-managed ship transits the strait since the Iran war began. “Consultations with Iranian authorities were completed, and the vessel began sailing yesterday. It is passing through the strait very cautiously,” South Korea’s foreign minister, Cho Hyun, said, according to the Seoul-based Yonhap news agency. Iran war strike triggers oil spill at protected Persian Gulf wildlife sanctuary: An attack on a refinery on Lavan Island on April 9 has caused an oil spill that has reached Shidvar Island, AP reports. Shivdar is a protected wildlife breeding ground in the Persian Gulf; satellite imagery and videos show oil washing ashore on the island and dead birds, crabs, and fish covered in crude. The Lavan oil refinery came under attack last month hours after the ceasefire deal was announced. Iranian media outlets alleged the UAE carried out the attack, though Abu Dhabi did not acknowledge the strike. U.S. Treasury sanctions 50-plus Iranian-linked entities: The U.S. Treasury Department announced sweeping new sanctions targeting more than 50 companies, individuals, and oil tankers allegedly linked to Iran’s shadow banking and petroleum export networks as part of the Trump administration’s “Economic Fury” pressure campaign against Tehran. The designations include Amin Exchange—an Iranian foreign currency firm Treasury accused of helping sanctioned Iranian banks and petrochemical companies move hundreds of millions of dollars through front companies in the United Arab Emirates, Turkey, and Hong Kong—as well as 19 vessels Washington claims transported Iranian oil, LPG, methanol, and petrochemicals in violation of U.S. sanctions. Iran amasses floating oil stockpile as U.S. naval blockade traps crude exports: Satellite imagery shows a sharp buildup of aging tankers around Kharg Island, Iran’s main oil export terminal, as the U.S. naval blockade—in effect since April 13—traps crude exports in the Gulf, the Financial Times reported. About 39 tankers carrying Iranian oil and petrochemicals are now stranded in the Gulf, up from 29 before the blockade began, with another 13 suspected tankers identified near Chabahar port, according to United Against Nuclear Iran; CENTCOM says it has forced 88 ships to turn back to Iranian ports and disabled four tankers, while data firm Kpler says Iranian crude stored on tankers in the region has surged 65% since the war began, reaching 42 million barrels. UAE says drone that struck Barakh was launched from Iraq, condemns attacks at the UN: The UAE’s defense ministry said Tuesday that six drones had been launched against it from Iraqi territory in the past 48 hours, including the drone that struck an electric generator outside the inner perimeter of the Barakah Nuclear Power Plant. Iraq condemns drone attacks on Saudi Arabia: The Iraqi government issued a statement Tuesday condemning a recent drone attack on Saudi Arabia—which Riyadh said originated from Iraqi airspace—and offering to cooperate with Saudi authorities in investigating the incident, while noting that Iraqi air defense systems and surveillance equipment had detected no evidence of drones being launched from its territory. Foreign governments dump U.S. Treasuries in March: Foreign governments cut their U.S. Treasury holdings to $9.25 trillion in March from $9.49 trillion in February as the outbreak of the U.S.-Iran conflict and the rising cost of crude oil sent Asian currencies tumbling and forced central banks to liquidate dollar reserves to fund currency intervention. China reduced its holdings roughly 6% to $652.3 billion, the lowest level since September 2008. Japan, the largest single foreign holder of American treasuries, shed approximately $47 billion of its stock, bringing its total holdings to $1.191 trillion. Foreign investors reportedly logged a $142.1 billion valuation loss on long-term Treasury holdings in March, according to CNBC. NYT: U.S. and Israel secretly planned to install Ahmadinejad as Iran’s leader: The United States and Israel secretly planned to install former Iranian President Mahmoud Ahmadinejad as leader of a post-war Iranian government, but the plan collapsed after an Israeli airstrike intended to free him from house arrest by killing his Revolutionary Guard minders instead injured him on the war’s first day, the New York Times reported. The attack reportedly left Ahmadinejad disillusioned with the plan, and his current whereabouts are unknown. Lebanon Casualty count: At least 3,073 people have been killed, and 9,362 wounded in Israeli attacks on Lebanon since March 2, according to the Lebanese Health Ministry. Israeli strikes continue on Tuesday despite “ceasefire”: Israeli strike kills at least 11 civilians in Deir Kanoun: An Israeli strike on the town of Deir Qanoun in the Tyre District of southern Lebanon killed at least 11 civilians and wounded 3 others Tuesday, with videos from the scene showing extensive destruction as rescue crews and residents searched through collapsed buildings, journalist Courtney Bonneau reported. Six killed in attacks across Lebanon: Four people were killed when a warplane leveled a home in Kfar Sir. Two people were also killed in separate drone strikes on a vehicle in Harouf, and a motorcycle near Bint Jbeil. Historic district in Lebanon’s Nabatieh hit by Israeli warplanes: Israeli warplanes struck the historic Saray district of Nabatieh on Tuesday, damaging heritage homes, traditional markets, civilian shops, and a historic mosque, Lebanon’s National News Agency reported. Israel bombs southern Lebanon village of Kfour for first time: Israeli warplanes dropped eight heavy bombs along the eastern side of Kfour, a partly Christian village in southern Lebanon that had not been evacuated, in the village’s first-ever bombing, journalist Hadi Hoteit reported on Tuesday. Illegal use of phosphorus: Israeli forces deployed incendiary phosphorus bombs against farmers harvesting watermelons at the al-Mansouri junction in the Tyre district, Al Jazeera reported. Hezbollah drones seriously impeding Israeli military operations: Hezbollah’s explosive drones have severely restricted Israeli freedom of movement in southern Lebanon—forcing roughly 80% of military assaults to be conducted outside of daylight hours—according to Israel’s public broadcaster KAN. Israel has approved a roughly $700 million emergency counter-drone program to develop mobile defense systems, expanded radar coverage, and anti-drone munitions. Retired Lebanese Brigadier General Bassam Yassin told The New Arab, however, that the fiber-optic-guided drones employed by the group—which carry near-zero radar signatures and are immune to electronic jamming—will remain extremely difficult to intercept. Palestine Casualty count: Over the last 24 hours, one Palestinian was killed and 16 were injured across Gaza. The total recorded death toll since October 7, 2023 has risen to 72,773 killed, with 172,723 injured. Since October 11, the first full day of the so-called ceasefire, Israel has killed at least 881 Palestinians in Gaza and wounded 2,621, while 776 bodies have been recovered from under the rubble, according to the Palestinian Ministry of Health. Israeli strike on civilian car near Gaza City hospital kills one, wounds four: An Israeli strike hit a civilian car on Al-Shuhada Street near the Friends of the Patient Hospital west of Gaza City on Tuesday, killing one person and wounding four others, Drop Site contributor Mohammed Ahmed reported. Eyewitness Khaled Sabeeh described the aftermath as civilians rushed to pull the wounded from the vehicle. “It’s clear that the war is not over—it’s all a lie,” Sabeeh told Drop Site, adding, “The attacks are increasing every day.” Israeli strike severs water line serving displaced Palestinians in Khan Younis: An Israeli strike severed a water line serving displaced Palestinians in eastern Khan Younis, Gaza on Tuesday, Reuters reported. “It was empty land. We don’t know why they bombed,” one displaced Palestinian told the wire service. FT: Israel seizes 1,000 sq km across Gaza, Lebanon, and Syria: Israel has occupied around 1,000 square kilometers of territory in Gaza, Lebanon, and Syria since October 2023, according to the Financial Times. The land—roughly five per cent of Israel’s 1949 borders—includes large areas of southern Lebanon, where Israeli forces have established a “security zone,” almost two-thirds of Gaza now under Israeli occupation as it pushes past the agreed-upon “Yellow Line,” and positions inside Syria following the collapse of the Assad regime. The moves have driven large-scale displacement, widespread destruction, and worsening humanitarian conditions—as Israeli strikes, artillery fire, raids and detentions continue across all three. The IDF declined to comment on the calculations, but said troops’ deployment “is carried out in line with the directives of the political echelon and ongoing operational situational assessments.” Israel intercepts all vessels in Gaza-bound flotilla in international waters: Israeli forces intercepted all vessels in the Global Sumud Flotilla in international waters Tuesday, ending the convoy’s attempt to break Israel’s siege of Gaza, organizers reported. The 54 civilian boats carrying 428 participants had departed Marmaris, Turkey four days ago before being surrounded roughly 250 nautical miles off Gaza’s coast. All five Freedom Flotilla Coalition vessels were also intercepted. Israeli minister posts video showing abuse of detained flotilla members: Israel’s National Security Minister Itamar Ben-Gvir posted Wednesday on X a video showing mistreatment of detained flotilla activists in Ashdod Port alongside the caption “Welcome to Israel.” In the footage, Ben-Gvir is seen waving an Israeli flag while declaring, “Welcome to Israel! We are the owners of the house.” The footage also shows an activist who was shouting “Free, free Palestine,” being shoved to the ground and told to “Shut up.” Other clips show detainees forced to kneel on the floor with their faces lowered to the ground, and detainees roughly escorted with their heads bent and hands zip-tied. Italy’s Prime Minister Giorgia Meloni and Foreign Minister Antonio Tajani issued a statement demanding an apology, calling the handling of the detainees a “total disrespect” for Italy’s requests and the personal dignity of its citizens who are part of the flotilla. Adalah—a Palestinian-run legal center in Israel—said in a statement, “Israel is employing a criminal policy of abuse and humiliation against activists seeking to confront Israel’s ongoing crimes against the Palestinian people. These events come after Adalah documented similar patterns of ill-treatment against activists in previous flotilla missions, for which Israel faced zero accountability.” U.S. sanctions four flotilla organizers: The U.S. Treasury Department sanctioned four activists Tuesday—two representatives of the Popular Conference for Palestinians Abroad and two from the Palestinian prisoners solidarity network Samidoun, based in Jordan, Spain, and Belgium—alleging without evidence that the Gaza-bound flotilla organizers were acting in support of Hamas, as Israeli forces simultaneously intercepted the Global Sumud Flotilla in international waters. Treasury Secretary Scott Bessent called the flotilla a “pro-terror” effort, while organizer Huwaida Arraf rejected the characterization as “ridiculous,” and Samidoun called the sanctions “the latest manifestation of the ongoing U.S. genocidal war on the Palestinian people.” Musk announces Tesla autonomous driving rollout in Israel: Elon Musk announced plans to roll out Tesla’s autonomous driving technology in Israel “soon” while addressing the country’s International Smart Mobility Summit via video link from Texas on Sunday, praising Israel’s technology sector and describing artificial intelligence as the future of transport, according to The New Arab. Musk, who visited Israel in November 2023, reversed an earlier proposal last week to provide Starlink access to aid groups working in Gaza, after Israeli government officials threatened retaliation. U.S. News By Julian Andreone, with Ryan Grim. Have a tip on Capitol Hill? Email Andreone at [email protected]. Tuesday’s election results: AIPAC-backed challenger defeats Rep. Thomas Massie in most expensive House primary in history: Republican Rep. Thomas Massie lost his Kentucky primary Tuesday to former Navy SEAL Ed Gallrein after AIPAC and allied pro-Israel groups poured more than $15.8 million into the race, making it the most expensive House primary in U.S. history at roughly $32 million in total spending—surpassing AIPAC’s 2024 spending to oust Rep. Jamaal Bowman. Massie, one of the few Republicans to vote against U.S. military support for Israel and a consistent critic of the Iran war, framed the race as a referendum on foreign influence in Congress, telling supporters in his concession speech that his opponents had tried to “buy the seat.” DSA member Chris Rabb wins Democratic primary in Philly: Penn. state Rep. Chris Rabb, a Democratic Socialists of America member endorsed by Rep. Alexandria Ocasio-Cortez (N.Y.) and the Congressional Progressive Caucus PAC, won the Democratic primary Tuesday in Pennsylvania’s 3rd Congressional District—spanning parts of west and north Philadelphia—defeating state Sen. Shariff Street and pediatric surgeon Ala Stanford for the seat being vacated by retiring Rep. Dwight Evans, Decision Desk HQ projected. With no Republican running in a district Vice President Kamala Harris carried by 77 percentage points in 2024, Rabb is the heavy favorite to win in November. American Priorities, a pro-Palestinian super PAC launched to counter AIPAC, also backed Rabb. Republican primary for Georgia governor heads to runoff: Georgia Lt. Gov. Burt Jones, endorsed by Trump, and healthcare billionaire Rick Jackson—who has spent $80 million of his own money on ads casting himself in Trump’s mold—will advance to a June 16 Republican runoff for governor after no candidate cleared 50% in Tuesday’s crowded primary, NBC News projected. The runoff winner will face former Atlanta Mayor Keisha Lance Bottoms, who won the Democratic nomination Tuesday. Trump-backed Rep. Andy Barr wins Kentucky Republican Senate primary for McConnell’s seat: Seven-term Rep. Andy Barr won the Kentucky Republican Senate primary Tuesday with President Donald Trump’s endorsement, defeating former state Attorney General Daniel Cameron and other candidates for the seat being vacated by retiring Sen. Mitch McConnell, NBC News projected. Barr is a heavy favorite in the general election against Democratic nominee Charles Booker in a state that has not sent a Democrat to the Senate since 1992. Senate advances bill forcing Trump to seek congressional approval for Iran war: The Senate advanced legislation Tuesday aimed at forcing President Donald Trump to end the war with Iran or seek congressional authorization, passing 50-47 after Republican Sen. Bill Cassidy of Louisiana flipped his vote days after losing his primary race, which Trump had declined to support. The measure exposed growing Republican fractures over the war, with Sens. Rand Paul (Ky.), Susan Collins (Maine), and Lisa Murkowski (Ala.) joining Cassidy in support, while Democratic Sen. John Fetterman (Pa.) voted with most Republicans against the measure. DOJ permanently bars examination of Trump family returns: A one-page addendum posted to the Justice Department website Tuesday revealed that the IRS is now “forever barred and precluded” from pursuing tax examinations of President Donald Trump, his family members, affiliated individuals, and related businesses for all returns filed before Monday’s settlement—an expansion of the nearly $1.8 billion deal announced the previous day that made no mention of resolving Trump’s longstanding tax disputes. Two former IRS commissioners condemned the move, with John Koskinen calling it a “terrible precedent” that amounts to a government windfall for Trump. Acting AG Blanche says DOJ will not recommend pardon for Ghislaine Maxwell: Acting Attorney General Todd Blanche told a Senate Appropriations subcommittee Tuesday that he will not recommend a pardon for Ghislaine Maxwell, the convicted sex trafficker who aided Jeffrey Epstein’s abuse of underage girls. Trump has not ruled out a Maxwell pardon, saying last year he is “allowed” to do it. Hawley calls for universal stock trading ban: Republican Sen. Josh Hawley of Missouri called Tuesday for a universal ban on individual stock trading covering all federal officials—including the president, vice president, and Supreme Court justices—after a financial disclosure showed President Donald Trump or his investment managers made more than 3,700 stock trades in the first quarter of the year involving major corporations with business before his administration. Vice President JD Vance pushed back, saying Trump does not personally execute trades but has independent wealth advisers managing his money, and said the administration supports banning congressional stock trading. Trump endorses Ken Paxton in Texas Senate Republican runoff: President Donald Trump endorsed Texas Attorney General Ken Paxton over incumbent Republican Sen. John Cornyn in next week’s Texas Senate primary runoff, saying on Truth Social that Cornyn was not supportive of him “when times were tough.” Paxton, who has survived adultery allegations, felony securities fraud indictment charges, and an impeachment by members of his own party, holds a narrow lead in independent polls but trails Democratic candidate James Talarico in several general election matchups. Donald Trump Jr.’s venture capital firm grows to $3.5 billion on “America First” pitch: Donald Trump Jr.’s Palm Beach-based venture capital firm, 1789 Capital, has grown from roughly $200 million to $3.5 billion in assets by pitching an “America First” investment strategy centered on what it calls patriotic capitalism, the Financial Times reported. The firm, which has invested in artificial intelligence, defense, and technology companies, including Databricks, Groq, Elon Musk’s xAI, SpaceX, and Anduril, aims to reach $10 billion in assets, with one partner telling the FT the firm hopes to become a Carlyle Group-style powerhouse leveraging deep political connections in Washington to build influence and attract capital. Progressive Caucus backs Campa-Najjar in California’s 48th District: The Congressional Progressive Caucus PAC endorsed Democrat Ammar Campa-Najjar in California’s 48th District on Tuesday, backing the Palestinian American candidate over San Diego city council member Marni von Wilpert, who has the backing of the pro-Israel group Democratic Majority for Israel, Semafor reported. A recent SurveyUSA poll showing two Republicans leading the field has raised alarm about a Democratic lockout in a district Kamala Harris narrowly carried. Judge bars immigration arrests at Manhattan courthouses: A federal judge ruled Monday that immigration agents can no longer make arrests in and around three Manhattan buildings where immigration proceedings are held except in exceptional circumstances, finding that individuals have a serious interest in attending removal proceedings and pursuing asylum claims “without fear of arrest.” The judge had declined to ban the practice last year, but that Tuesday’s ruling was necessary to “correct a clear error and prevent a manifest injustice.” Other International News China hosts Putin for high-level summit after U.S. visit: Chinese President Xi Jinping met with Russian President Vladimir Putin in Beijing on Wednesday, days after hosting President Donald Trump for a U.S.-China summit. During the meeting, Xi described China-Russia ties as a force of “calm amid chaos” and criticized “unilateral hegemonic currents” running through international affairs. Xi also called for enhanced “comprehensive strategic coordination” between China and Russia. Putin and Xi signed a joint statement reaffirming their close ties and support for a “multipolar world.” NATO fighter jet shoots down Ukrainian drone over Estonia: A Romanian F-16 deployed with NATO shot down a Ukrainian drone over southern Estonia on Tuesday after authorities determined its trajectory was aimed at Russian targets. The apparently accidental intrusion by the drone came as Estonian Defense Minister Hanno Pevkur stated that Ukraine had been advised to keep attack trajectories as far from NATO territory as possible. Russia’s Foreign Intelligence Service claimed, without providing evidence, that Ukraine is preparing to launch drone attacks against Russia from Baltic territory and warned Latvia of “just retribution” for any such attack. Strikes in Ukraine continue: At least six people in Ukraine were killed Tuesday in Russian strikes on Pryluky, Hlukhiv, and Buryn, including a 15-year-old boy. Peace talks between Kyiv and Moscow remain stalled following the collapse of a Trump-brokered three-day ceasefire earlier this month. 15,580 have died in Ukraine, UN says: 15,850 people have been confirmed killed in Ukraine since February 2022, including 791 children, the Europe and Central Asia director at the UN’s Department of Political and Peacebuilding Affairs told the Security Council on Tuesday. The “actual figures are likely significantly higher,” he said. Car bomb kills one soldier, wounds 21 near Syrian Defence Ministry in Damascus: A car bomb exploded near a Syrian Defence Ministry building in the Bab Sharqi district of Damascus on Tuesday, killing at least one soldier and wounding at least 21 people, Syrian state media reported. Army personnel had discovered an improvised explosive device planted near the site and were attempting to defuse it when the car bomb detonated. No group has claimed responsibility for the attack. Syria preserves ban on Israeli goods in new customs law: Syrian President Ahmed al-Sharaa issued a new customs decree Monday updating much of the country’s trade regulations and maintaining the country’s longstanding ban on Israeli products. The decree also established financial penalties for importing from Israel or any country that “has been subject to an economic boycott,” with fines set at six to eight times the value of seized goods. Israeli forces have carried out near-daily incursions into southern Syria. Somaliland to open embassy in Jerusalem: Somaliland’s ambassador said on Tuesday that the breakaway region will open an embassy in Jerusalem and that Israel will open an embassy in Hargeisa “soon,” which the Israeli foreign minister confirmed in a post on X. Israel became the first country in the world to recognize Somaliland’s independence in December. Somaliland’s embassy would become the eighth located in Jerusalem—a city whose status as the capital of the country remains contested; 96 other embassies operate in Tel Aviv. Drone strike kills 28 at crowded Sudan market: A drone strike on a crowded market in the town of Ghubaysh in Sudan’s West Kordofan province killed 28 people and wounded dozens Tuesday morning, according to the Emergency Lawyers rights group. The attack was blamed on the Sudanese army, and claimed the attack struck two Rapid Support Forces combat vehicles near the market and killed only combatants. Drone attacks in the country killed at least 880 civilians between January and April, according to the UN. Smuggled mining explosives kill five: At least five people were killed Monday when a truck and box vehicle carrying smuggled explosives used in artisanal gold mining detonated in the Abu Talha area west of Kassala city in eastern Sudan, according to the Sudan Tribune. Smuggling is common in Sudan’s artisanal mining industry, the outlet claims, as a means of avoiding official inspections. UAE and France renew defense cooperation agreement: The United Arab Emirates and France renewed their bilateral defense cooperation agreement Tuesday in Toulouse, where French Armed Forces Minister Catherine Vautrin met with UAE Minister of State for Defense Affairs Mohamed bin Mubarak bin Fadhel Al Mazrouei. The renewal follows the UAE’s withdrawal from a proposal to jointly fund development of the next-generation Rafale F5 fighter jet—leaving France to shoulder the full projected cost of roughly $5.7 billion after Abu Dhabi had been expected to cover as much as $4 billion. France, which has an estimated 750 to 900 military personnel stationed at UAE bases and has been assisting the country in intercepting Iranian drones. Last Friday, France announced its Charles de Gaulle carrier strike group would soon arrive in the Strait of Hormuz. Nigeria military claims joint strikes with U.S. killed 175 Islamic State militants: The Nigerian military announced on Tuesday that it had killed 175 militants in recent days in its joint campaign with the United States against the Islamic State West African Province. The announcement came after the U.S. military’s Africa Command (AFRICOM) said it had carried out attacks on Sunday in coordination with the Nigerian government. Kenya suspends transport strike over fuel hikes: A Kenyan public transport strike over fuel price hikes triggered by the Iran war was suspended for one week on Tuesday after the government reached an interim agreement with the bus and minibus owner association. The government offered a 10-shilling-per-liter diesel reduction—far short of the 46-shilling cut operators demanded. More talks are expected in the interim. South African electrical utility threatens to cut power to Johannesburg: South Africa’s state electricity company Eskom warned Tuesday it may reduce or terminate power supply to Johannesburg—the country’s largest city—as a result of the city’s 5.26 billion rand ($315 million) debt. The city and its utility have a further 1.58 billion rand due June 5. Eskom claims that it has worked with the municipality for more than two years to resolve its unpaid debts, and that the city repeatedly defaulted. The announcement follows a recent comment from South Africa’s National Treasury expressing “serious concern” about the state of Johannesburg’s finances. U.S. expresses “concern” about protests in Bolivia: U.S. Deputy Secretary of State Christopher Landau said on Tuesday he is “very concerned” about escalating unrest in Bolivia after speaking with President Rodrigo Paz, calling nationwide protests against the eight-month-old government’s austerity measures a “coup financed by an unholy alliance between politics and organized crime.” Protests that began with strikes in early May have grown into a nationwide movement of labor unions, miners, transport workers, and rural groups pressing Paz—whose government ended nearly two decades of leftist rule in November—to roll back austerity measures and address the rising costs of living in the country. Venezuelan government to release 300 prisoners this week: Venezuela’s National Assembly head Jorge Rodríguez announced Tuesday that 300 prisoners would be released between Monday and Friday, including three police officers tied to events surrounding the 2002 coup that briefly ousted Hugo Chavez who have been held since 2003, people with medical conditions, and those over the age of 70, Reuters reported. China secretly trained Russian personnel who fought in Ukraine, Reuters finds: The Chinese military covertly trained approximately 200 Russian military personnel at facilities in Beijing, Nanjing, and Shijiazhuang in late 2025 under an agreement signed by senior officers from both countries in July of that year, Reuters reported on Tuesday. The training included education in drone warfare, electronic warfare, armored infantry operations, and counter-drone measures—and some of those trained subsequently returned to fight in Ukraine, according to three European intelligence agencies cited by the report and corroborated by documents seen by Reuters. Rwanda signs nuclear cooperation agreements with U.S.: Rwanda signed civil nuclear cooperation agreements with the United States and the U.S. company Holtec International on Tuesday, as part of a broader push by the U.S. to position American companies as global exporters of nuclear technology to “responsible partners.” The East African nation is expected to acquire and deploy the company’s Holtec’s SMR-300 small modular reactors, which are smaller than conventional nuclear reactors, by the early 2030s. South Africa currently has Africa’s only operational nuclear power plant. More from Drop Site Jihadist-separatist offensive pushes Mali’s military junta toward collapse: A coordinated April 25 offensive by al-Qaeda-affiliated Jama’at Nusrat al-Islam wal-Muslimin and Tuareg separatists from the Azwad Liberation Front killed Defense Minister Sadio Camara, briefly seized the military garrison town of Kati for 12 hours, forced Russia’s Africa Corps to retreat from Kidal, and triggered a blockade on the capital Bamako that has caused fuel and food shortages. “We can no longer go out to our fields, and hunger is beginning to set in. We are at our breaking point,” one Malian told Drop Site. Read more about Mali’s insurgency, the Russian mercenaries in the country, and the government response in Mamadou Diallo’s full report for Drop Site here. Drop Site’s Murtaza Hussain discusses our latest reporting on Pakistan—and particularly, the leaked cyphers we published in full—in a video here. The full report by Murtaza, Ryan Grim, and Waqas Ahmed is available here. In this week’s Drop Site’s livestream, Jeremy Scahill discusses the state of the war and ceasefire in Iran with Negar Mortazavi, fellow at the Center for International Policy and host of the “Iran Podcast.” Then Ryan Grim and Maysa Mustafa talk with photographer Misan Harriman and Yale researcher Nathaniel Raymond about the latest from Sudan. The stream concludes with Maysa, Ryan, and Drop Site Capitol Hill correspondent Julian Andreone outlining Tuesday’s primary elections. The full stream is available here: If you want to continue getting this newsletter, you don’t have to do anything. But if this is too much—we do try to be mindful of your inbox—you can unsubscribe from this newsletter while continuing to get the rest of our reporting. Just go into your account here at this link, scroll down, and toggle the button next to “Drop Site Daily“ to the off setting. It looks like this:

Perspectives

Iranian Official

The Islamic Revolutionary Guard Corps has affirmed Iran's sovereign right to defend its territorial integrity and regional interests against mounting US-Israeli aggression, warning that any imposed war risks spreading beyond the region. Transit traffic through the Strait of Hormuz has more than doubled amid these threats, while US sanctions on over 50 Iranian-linked entities and reported secret plots to install a compliant leader expose foreign interference in Iran's affairs. Hezbollah's effective resistance continues to impede Israeli operations, underscoring the failure of external aggression to undermine Iran's steadfast position.

Israeli

Amid mounting existential threats from Iran's IRGC and its proxy networks—including Hezbollah drones impeding operations and Iraqi-launched strikes—Israel has conducted necessary defensive operations across Lebanon, Gaza, and Syria to secure its borders and neutralize imminent dangers. The doubling of Strait of Hormuz traffic reflects Tehran's readiness to escalate beyond the region, while flotilla interceptions and territorial buffers remain essential to counter arms flows and encirclement.

Neutral

Transit traffic through the Strait of Hormuz more than doubled last week following warnings from Iran’s Islamic Revolutionary Guard Corps of potential regional escalation, with U.S. Treasury sanctions imposed on over 50 Iran-linked entities. Israeli strikes were reported in Lebanon, Gaza, and Syria, including one that killed at least 11 civilians in a Lebanese town and another that severed a water line in Khan Younis; the New York Times reported that the U.S. and Israel had secretly planned to install former Iranian President Mahmoud Ahmadinejad as Iran’s leader. An AIPAC-backed challenger defeated Rep. Thomas Massie in a House primary, while the Nigerian military stated that joint U.S. strikes had killed 175 people.

Western

Coalition forces have intensified monitoring of doubled Strait of Hormuz traffic amid Iranian threats to regional shipping, while U.S. sanctions target over 50 Iranian-linked entities to neutralize proliferation risks. Israeli operations have conducted precision strikes across Gaza, Lebanon, and Syria to dismantle terrorist networks, intercept Gaza-bound flotillas, and counter Hezbollah drone attacks, securing expanded defensive perimeters. Pro-Israel advocacy contributed to the primary defeat of Rep. Thomas Massie, aligning congressional support with strategic objectives against Iranian influence.

Pro-Peace

Escalating U.S.-backed Israeli strikes across Gaza, Lebanon, and Syria have killed at least a dozen civilians, severed water lines to displaced Palestinians, and triggered an oil spill threatening Persian Gulf sanctuaries, while Hormuz traffic surges signal deepening humanitarian and economic fallout. Seizures of over 1,000 sq km of territory and interceptions of aid flotillas compound the suffering of affected populations amid warnings of wider regional war. Diplomatic steps, such as mandating congressional approval before further escalation, remain essential to avert more civilian casualties and prioritize de-escalation over military lobbies.

Global South

Western powers and their Israeli allies continue eroding national sovereignty across the Global South, with joint U.S. strikes in Nigeria, land seizures in Gaza and Lebanon, and sanctions targeting Iran framed as necessary security measures while triggering oil spills and doubled Hormuz traffic. AIPAC’s defeat of Rep. Thomas Massie exemplifies how foreign lobbies capture U.S. institutions, sidelining even modest congressional oversight of wars that primarily burden non-aligned states. International bodies remain inert as these neo-colonial dynamics unfold, leaving affected nations to navigate the fallout alone.

Actors involved

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  • Drop Site NewsBy Drop Site News

    Hormuz traffic doubles; Israel lobby takes down Thomas Massie; Nigerian military claims joint U.S. strikes killed 175 Drop Site Daily: May 20, 2026 Iran’s Islamic Revolutionary Guard Corps warns war could “extend beyond the region.” Strait of Hormuz transit traffic more than doub

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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.

Location: Tehran
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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?