Open-source intelligence

Intelligence briefings

Daily, weekly, and monthly briefings synthesizing the period’s key developments — patterns, trends, and full analysis. Updated continuously.

Daily · July 18, 2026

US expands strikes and enforces blockade; Iran strikes Gulf bases; Strait of Hormuz transits cut ~50%

Very likely (75-90%) that US forces expanded strike operations inside Iran on 16-17 July 2026 and are enforcing a maritime blockade that has reduced insured commercial transits through the southern Strait of Hormuz by roughly 50%; Confidence: Moderate, corroborated by US Central Command and Department of Defense statements, Kpler and Vortexa flow data, and an IMO advisory, but reduced by inconsistent casualty reporting and several single-source Iranian state media claims.

Daily · July 17, 2026

U.S. strikes extend to Tehran‑area targets; Iranian missile/drone retaliation and Houthi preparations sharply constrain Strait of Hormuz transit (16 Jul 2026)

Very likely (75-90%) that U.S. forces expanded strike operations on 15-16 July 2026 to include coastal‑defence and missile nodes on Greater Tunb, Qeshm, Kish and Abu Musa and select sites in areas adjacent to Tehran; confidence: moderate, U.S. Central Command and Department of Defense strike statements and independent reporting corroborate multi‑day strike waves, but Iranian target lists and casualty claims remain inconsistent. Very likely (75-90%) that Iranian missile and drone strikes, together with Iran‑linked maritime attacks and U.S. blockade enforcement, are sharply constraining insured commercial transit through the southern Strait of Hormuz for the next 24-72 hours; confidence: high, supported by International Maritime Organization advisories, India’s Directorate General of Shipping guidance and industry/insurer route avoidance.

Daily · July 16, 2026

15 July 2026: US strikes near Bandar Abbas and tanker attacks in Omani waters sustain severe Strait of Hormuz crisis

Very likely (75-90%) that US forces struck Iranian coastal-defence and naval infrastructure near Bandar Abbas and Greater Tunb Island on 15 July 2026; very likely (75-90%) that two tankers, MT Al Bahiyah and MT Mombasa, were struck in or near Omani waters on 15 July 2026, causing at least one confirmed Indian seafarer fatality; and very likely (75-90%) that the US-declared naval blockade effective 14 July 2026, 20:00 UTC, remains enforced and insured commercial transit through the southern Strait of Hormuz is severely constrained. Overall confidence: high.

Daily · July 15, 2026

14 Jul 2026, US reinstates naval blockade; CENTCOM strikes and Iranian missile/drone attacks sharply constrain Strait of Hormuz

Very likely (75-90%) that US Central Command and Iranian forces exchanged reciprocal strikes on 13-14 July 2026 and that the United States reinstated a naval blockade of Iranian ports effective 14 July 2026, 20:00 UTC; these actions have very likely (75-90%) constrained visible, insured commercial transit through the Strait of Hormuz for at least the next 24-72 hours. Confidence: high, based on CENTCOM public strike claims (CENTCOM press releases, 12-14 Jul 2026, Source grade A), the Oman Ministry of Defence rescue statement for GFS Galaxy (14 Jul 2026, Source grade A), and insurer and AIS market indicators (Lloyd’s List/MarineTraffic, 14 Jul 2026, Source grade A/B).

Daily · July 14, 2026

US-Iran exchanges widen; Hormuz functionally constrained after containership strike off Oman (13 Jul 2026)

Very likely (75-90%) US Central Command and Iran’s Islamic Revolutionary Guard Corps will exchange additional strikes over the next 24-72 hours, keeping the Strait of Hormuz operationally constrained and sustaining severe risk to commercial shipping; confidence: moderate, based on CENTCOM public strike claims (13 Jul 2026, source grade A), corroborating host‑state intercept reports from Jordan and Kuwait (grade B), and maritime incident reporting on the Cyprus‑flagged GFS Galaxy (grade A/B), while several Iranian casualty and infrastructure claims remain single‑source (grade C).

Weekly · July 13, 2026

US‑CENTCOM strikes 8-12 July compress Strait of Hormuz traffic; Maersk limited Suez return; JNIM offensive in Mali, Ukraine deep strikes, RSF consolidation (8-13 July 2026)

Very likely (70-85%), confidence: moderate, successive US CENTCOM strike waves inside Iran on 8-12 July 2026 and Iranian missile/drone reprisals have materially reduced commercial transits through the Strait of Hormuz and raised shipping risk across Hormuz and the southern Red Sea. Very likely (70-85%), confidence: moderate, coordinated JNIM and Azawad Liberation Front operations in Mali (4 July) and Ukraine’s 10-11 July deep strikes against Russian energy and Azov shipping will sustain pressure on regional logistics and energy flows for the next 1-4 weeks.

Daily · July 13, 2026

CENTCOM reports roughly 140 strikes inside Iran; IRGC claims Strait of Hormuz closed, tanker transits collapse and markets reprice (11-12 July 2026)

Very likely (75-90%) US Central Command and Iranian forces will continue reciprocal strikes over the next 24-72 hours after CENTCOM reported striking roughly 140 Iranian military targets and the IRGC publicly claimed closure of the Strait of Hormuz; confidence: moderate.

Daily · July 12, 2026

US‑Iran strikes keep Strait of Hormuz functionally constrained; Maersk resumes limited Suez services; Russia fires mixed ballistic‑cruise drone salvo at Kyiv on 11 July 2026

Very likely (79%) US and Iranian forces continued reciprocal strikes through 8-11 July 2026, keeping the Strait of Hormuz functionally constrained and sharply reducing tanker transits; confidence: high. Russia conducted a mixed ballistic, cruise and drone strike on Kyiv on 11 July 2026 that injured at least 11 civilians and exposed Ukraine's acute ballistic interceptor shortfall; confidence: high.

Daily · July 11, 2026

US‑Iran strikes expand on 9-10 July; Strait of Hormuz functionally constrained, Maersk probes Suez; RSF seizes El Fashir; Houthi, typhoon and Ukraine developments raise regional risk

Very likely US and Iranian forces will continue tit‑for‑tat strikes over the next 24 to 72 hours, keeping the Strait of Hormuz functionally constrained and sustaining acute shipping and energy‑market disruption; confidence: high. Maersk’s limited resumption of Suez transits and a reported Houthi attack 56 km off Al Hudaydah are unlikely to restore normal Red Sea trade this window; confidence: moderate.

Daily · July 10, 2026

US Conducts ~90 Strikes on Iranian Coastal and Transport Nodes (9 Jul); Iran Retaliates at US-Linked Sites in Bahrain and Kuwait; Strait of Hormuz Near Standstill

Almost certainly (95-99%); confidence: high, US Central Command and the US Department of Defense reported a second night of strikes on Iran on 9 July 2026 that struck roughly 90 targets. Very likely (70-89%); confidence: moderate, Iran retaliated with missiles and unmanned aerial vehicles toward US-linked sites in Bahrain and Kuwait that Gulf states reported intercepting. Very likely (70-89%); confidence: high, commercial transit through the Strait of Hormuz is functionally constrained, with MarineTraffic/ExactEarth AIS snapshots and UKMTO/JMIC advisories showing single-digit tanker transits and higher war‑risk premiums over the next 24-72 hours. Principal sources: US Central Command and US DoD statements (09 Jul 2026; A), UKMTO and JMIC advisories (09 Jul 2026; A), MarineTraffic and ExactEarth AIS snapshots (09 Jul 2026; A), Bahrain and Kuwait Ministry of Defence statements (09 Jul 2026; B), Iranian Health Ministry and IRGC/Tasnim (09 Jul 2026; C, D).

Daily · July 9, 2026

CENTCOM reports strikes on 80+ Iranian targets after three tanker attacks; IRGC claims strikes on US sites in Bahrain and Kuwait, Strait of Hormuz transit effectively constrained

The United States and Iran are engaged in a sustained tit-for-tat escalation after US Central Command reported strikes on more than 80 Iranian targets on 7-8 July and the Islamic Revolutionary Guard Corps claimed retaliatory strikes on US-linked sites in Bahrain and Kuwait; very likely (70-89%), limited precision strikes and maritime harassment will continue over the next 24-72 hours, keeping the Strait of Hormuz at a Severe threat level and sustaining pressure on oil and LNG flows, confidence: moderate.

Daily · July 8, 2026

Hormuz missile strikes and US reprisals raise Gulf escalation risk; Russia’s mass strike on Kyiv exposes ballistic-defence gap as Ukraine deep-strikes Russian refineries

Maritime risk in the Strait of Hormuz has very likely increased after Iran’s Islamic Revolutionary Guard Corps very likely fired missiles at at least two commercial vessels on 7 July, including the Qatari LNG carrier Al Rekayyat, and the United States very likely struck Iranian air‑defence and missile‑launch sites on 7-8 July in response, raising the near‑term risk of further maritime reprisals and wider Gulf confrontation. Russia very likely executed a mass missile and drone strike on Kyiv overnight 6-7 July that largely bypassed Ukraine’s ballistic interceptors, killing at least 19 civilians and exposing a critical air‑defence shortfall. Confidence: moderate.

Daily · July 7, 2026

6-7 July: Russia’s mass ballistic‑missile strike on Kyiv escalates urban risk; China SLBM test and sustained Hormuz/Red Sea attacks keep shipping hazardous

Russia very likely escalated its air campaign with a mass missile‑and‑drone strike on Kyiv on 6 July that exploited Ukraine’s reported exhaustion of Patriot interceptors and raises the near‑term risk of further mass‑casualty urban strikes. At the same time China very likely signalled expanded strategic coercion with a submarine‑launched ballistic missile test on 6 July and intensifying coast guard patrols east of Taiwan, while Iranian and Houthi maritime actions continue to make the Strait of Hormuz and southern Red Sea hazardous for commercial shipping. Confidence: moderate.

Weekly · July 6, 2026

Strait of Hormuz and Red Sea contested; RSF poised to assault El Obeid; JNIM and Russia sustain high‑tempo operations, weekly 29 Jun to 6 Jul 2026

Very likely (70-90%) the Strait of Hormuz and the southern Red Sea will remain contested and hazardous to commercial shipping over the next 1 to 4 weeks, sustaining route diversions, naval escorts and elevated war‑risk premiums, moderate confidence. Very likely (75-90%) the Rapid Support Forces will launch a ground assault on El Obeid within 72 hours; if the RSF capture the city, mass civilian killings and a major humanitarian collapse are almost certain (95-99%), high confidence.

Daily · July 6, 2026

US‑Iran reciprocal strikes continue despite 5 July deconfliction, leaving Hormuz and the Red Sea hazardous; Russia sustains mass strikes on Ukraine while Ukraine deep‑strikes Russian oil; JNIM and RSF intensify multi‑site offensives

Very likely reciprocal strikes between the United States and Iran persisted through 5 July despite a narrow US‑Iran deconfliction understanding announced on 5 July, keeping the Strait of Hormuz hazardous for commercial shipping; confidence: moderate. Very likely Russia continued high‑tempo missile and drone strikes against Ukrainian cities while Ukraine intensified deep strikes against Russian oil infrastructure, sustaining civilian harm and fuel restrictions in Russia; confidence: high.

Daily · July 5, 2026

05 Jul 2026 - Russia strikes Sumy; Khamenei funeral raises Hormuz and Red Sea risk; China Coast Guard patrol east of Taiwan; RSF readies El Obeid offensive

Russia and Ukraine have returned to a high‑tempo exchange of long‑range missiles, glide munitions and UAS; Russia struck Sumy on 4 July, killing four civilians and wounding 27, and Ukraine continues deep strikes into Russian energy and logistics nodes, making further urban civilian harm and infrastructure disruption very likely over the next 72 hours. Iran’s 4-9 July funeral period for Supreme Leader Ali Khamenei materially raises near‑term escalation risk among Iran, Israel and the United States and sustains acute maritime danger in the Strait of Hormuz and southern Red Sea; additional attacks on merchant shipping, mining incidents or coercive routing are very likely.

Daily · July 4, 2026

2 July: Ballistic-heavy barrage on Kyiv kills civilians; US-Iran strikes in Strait of Hormuz and Houthi boarding attempt raise shipping and energy risk

Russia’s ballistic-heavy missile and UAS barrage on Kyiv on 2 July caused at least 20 civilian deaths and widespread damage, and Ukraine has launched deep strikes into Russian territory; very likely both sides will sustain high-tempo missile and UAS exchanges over the next 72 hours, keeping civilian risk in Ukrainian cities high. Concurrent US strikes on Iranian military facilities and Iranian-linked attacks on commercial vessels on 2 July, plus a Houthi attempted boarding off Yemen, make transits through the Strait of Hormuz and the southern Red Sea fragile and very likely to see further disruptive incidents in the coming week.

Daily · July 3, 2026

Russia fires mass missile-and-drone salvo at Kyiv on 01-02 Jul 2026; Iran presses 'authorised' Hormuz routing as armed boarding off Balhaf sustains Red Sea risk

Very likely (70-90%) Russia executed a major combined missile and unmanned aerial vehicle salvo against Kyiv overnight 01-02 July 2026 that caused civilian deaths and prompted Ukrainian deep strikes inside Russia; analytic confidence: moderate. Likely (55-69%) Iran will continue pressing for recognised routing and fee mechanisms in the Strait of Hormuz over the next 7-14 days while maritime harassment off Yemen maintains elevated shipping risk; analytic confidence: moderate.

Daily · July 2, 2026

US-Iran maritime strikes keep Strait of Hormuz hazardous; Ukraine 30 June deep strikes, likely Dubna hit, raise Russian reprisal risk, 2 July 2026

Very likely (70-90%) that continued US-Iran limited kinetic exchanges and Iran's push to assert control over the Strait of Hormuz will keep maritime and energy disruption elevated for 7-14 days; confidence: moderate. Likely (55-69%) that Ukrainian forces struck the Dubna Space Communications Center on or about 30 June 2026; if confirmed, it is very likely (70-90%) Moscow will respond with increased missile and drone salvos against Ukrainian cities and energy infrastructure within 72 hours; confidence: moderate.

Monthly · July 1, 2026

June 2026 Strategic Estimate: Hormuz coercion sustains maritime hazard; Ukraine escalates deep strikes; Sudan RSF readies assault on El Obeid

Very likely (65-80%; moderate confidence) that reciprocal US-CENTCOM strikes (26-28 June) and Iran’s Islamic Revolutionary Guard Corps (IRGC) maritime coercion, including routing orders and announced plans for post-window 'service fees', will keep the Strait of Hormuz hazardous to commercial shipping through the next 30-90 days, sustaining paused LNG sailings, diverted crude cargoes and elevated war-risk premiums. Very likely (65-80%; moderate confidence) that Ukraine intensified long-range drone and missile strikes on 26-30 June, reported hits at Slavyansk-on-Kuban, Yaroslavl, Titan-Barrikady and the Dubna Space Communications Centre, materially degrade Russian fuel logistics and prompt sustained Russian missile and drone reprisals against Ukrainian cities; analytic confidence: moderate.