Lawrence Person's BattleSwarm Blog

Israeli forces killed the Iranian regime’s security chief and de facto leader, Ali Larijani, in a Tuesday morning airstrike that has the potential to foment greater chaos within the Islamic Republic’s remaining leadership.

The IDF announced that Larijani was killed through “a precise strike” on his location near Tehran.

“His elimination adds to the elimination of dozens of senior commanders and leaders of the Iranian terror regime, who were eliminated by the IDF during Operation Roaring Lion, and constitutes a further blow to the Iranian regime’s abilities to manage and coordinate hostile activity against the State of Israel,” the IDF wrote in its statement.

After Ali Khamenei’s death, Larijani emerged as the country’s de facto leader, consolidating his power and overseeing combat operations against Israel and other Arab nations in the region. Along with his brother, Sadeq, Larijani waged outsized influence in the Iranian leadership and positioned himself as a successor after Khamenei’s death. He also served as secretary of the Iranian Supreme National Security Council, the body that orchestrated attacks on Israel and led efforts to violently suppress the Iranian people.

“During the most recent wave of protests against the Iranian terror regime, Larijani advanced violent enforcement measures and repression operations, and personally oversaw the massacre that was carried out against Iranian protestors,” the IDF said. “Larijani led the regime’s national-security coordination and directed its international activity, including engagement with members of the axis.”

(Hat tip: Ed Driscoll at Instapundit.)

A missile strike hit the digital security center of Sepah Bank in Tehran early on Wednesday, according to information received by Iran International.

The building, located on Haghani Street, was destroyed in the attack while the bank was processing salary payments for military personnel.

The services at Sepah Bank and Melli Bank Iran remained widely disrupted for a second day, with online banking unavailable and only card-based services operating.

(Hat tip: Regular commenter Malthus.)

FACT 1: Iran’s missile capability has been functionally destroyed.

As of Day 6, Adm. Brad Cooper (CENTCOM) confirmed Iranian missile attacks declined roughly 90 percent since strikes began [ISW, March 5, 2026]. Per joint intelligence assessment (IDF/CENTCOM briefing), approximately 75% of all launchers destroyed; 100–200 remain. The IRGC Aerospace Force — Iran’s primary instrument of long-range conventional power projection — has been catastrophically degraded in nine days. “Hundreds” of warheads destroyed (conventional missile warheads — Iran has no deployed nuclear warheads). Defense industrial base under systematic attack. This is not a setback. This is the functional end of Iran’s power projection capability.

Fact 2 has been edited back from Iran’s nuclear program being 8-15 years to reconstitute, to being substantially destroyed for the the immediate future.

FACT 3: The Strait of Hormuz is closed — not by mines, but by insurance actuaries.

Seven of twelve International Group P&I Clubs cancelled war risk coverage on March 1–2, 2026. These seven clubs insure approximately 90% of the world’s ocean-going commercial tonnage. War risk premiums surged over 1,000%. The result: tanker traffic through Hormuz collapsed from a pre-conflict baseline of approximately 138–153+ vessels per day (figures vary by data provider: Lloyd’s List/Kpler cite ~138; CSIS/Starboard cite 153+) to as few as 3 commercial transits recorded by Windward.ai AIS tracking on March 7; a near-total shutdown. Iran achieved a de facto blockade by making the risk-reward calculation of commercial transit economically irrational, without firing a single mine.

FACT 4: The US is the primary economic beneficiary of this crisis.

Brent crude has risen from $72/barrel (pre-conflict) to $106.81/barrel on March 8, 2026 (Day 9), with an intraday spike to $110 when Asian markets opened Sunday evening — the first time Brent has exceeded $100 in nearly four years, and up 50%+ from the $60/barrel that started 2026. WTI (US crude futures) hit $106.57 (+17.2% on the day). A new cascade has begun: Gulf producers are being forced to cut output as storage fills — Iraq’s production has collapsed 60%, UAE and Kuwait have begun cuts. Goldman Sachs warned Friday night that the Hormuz shock is now “17 times larger” than the peak Russia disruption of April 2022 and projects Brent could reach $150/barrel by end of March if Hormuz flows remain depressed. The US is a net petroleum exporter. Every $10/barrel increase in oil costs China and Japan hundreds of millions per day while benefiting US shale producers and LNG exporters (Cheniere, Shell, ExxonMobil). Qatar suspended LNG production. CSIS senior fellow Clayton Seigle: “A deficit of 20 million barrels per day is hitting global oil market balances with no sign of relief.” The Washington Post confirmed explicitly: “The conflict has hit Europe and Asia harder than the United States.”

FACT 5: Ali Khamenei is dead. His son is not a legitimate successor.

Supreme Leader Ali Khamenei was assassinated February 28, 2026, in a joint US-Israeli airstrike on his Tehran compound — Israeli jets dropped 30 bombs in daylight with zero effective Iranian air defense response. Mojtaba Khamenei, his son, was named Supreme Leader by the Assembly of Experts on March 8. Mojtaba is a Hojjatoleslam (mid-ranking cleric), not an Ayatollah — his theological credentials are below what the constitution’s spirit requires. He has never held a formal government position. The regime has chosen dynastic succession in a self-described revolutionary republic. This legitimacy deficit is the long-term vulnerability. [CONFIRMED — NYT, Reuters, P1B]

DataRepublican assume there will be no land war. But she’s working from the assumption that such a land war will require occupying all of Iran, rather than, say, Tehran and various oil exporting ports.

FACT 7: China is losing 1.7 million barrels per day of discounted Iranian oil and faces secondary sanctions.

China bought approximately 90% of Iran’s oil exports at sanction-discount prices. That supply is gone. Higher global oil prices hit China’s economy directly. The February 2026 Executive Order imposes tariffs on any country purchasing Iranian oil — aimed directly at Chinese “teapot” refineries in Shandong Province. The US simultaneously disrupted both of China’s discounted petro-state suppliers (Iran and Venezuela). China is watching US military capabilities through its satellites and reading the Taiwan signal.

FACT 8: The Mosaic Defense kept Iran fighting but cannot project offensive power.

Iran’s 31 autonomous provincial IRGC commands, each with pre-delegated launch authority, are firing pre-authorized strike packages without central coordination. This means the regime cannot be decapitated; missiles keep flying. But the same decentralization that enables survival prevents the complex multi-axis offensive operations that would actually threaten US interests at scale. The 90% launch decline is the empirical proof: what remains is dispersed residue, not a coherent military campaign. [ASSESSED — CEPA, P1B, P2A mosaic paradox]

FACT 9: The Iranian economy was already at collapse threshold before the war began.

Pre-war data: rial at 1.45 million per US dollar (December 2025 peak); 49% inflation; negative GDP growth; government budget deficit at 6%+ of GDP. The January 2026 protests — the largest in Iranian history, with 3,000–30,000 killed by the regime — were triggered directly by rial collapse. The war adds destroyed infrastructure, disrupted trade, severed oil revenue, and accelerating secondary sanctions. The economic collapse is not a future risk; it is an ongoing reality that predates Operation Epic Fury.

FACT 10: The Axis of Resistance has been substantially degraded.

Syria land bridge severed (Assad fell December 8, 2024). Hezbollah “dramatically weakened” by 2024 Israeli offensive; Nasrallah killed September 2024; Iran-Hezbollah land corridor gone. Hamas catastrophically degraded after 18+ months of Israeli ground operations; IRGC’s Hamas portfolio manager Saeed Izadi killed June 2025. Houthis’ stockpiles reduced by Operation Rough Rider (2025); Houthis “staying out of the Iran-US fight for now” (Al Jazeera, March 7, 2026). Iraqi PMF taking active US strikes. Iran’s 40-year investment in regional proxy power has been substantially degraded — not dismantled. Hezbollah retains organizational structure, partial rocket inventory, and political control of southern Lebanon. Hamas retains organizational elements outside Gaza.

I feel that most of this is probably correct. And that’s just the topline analysis; there’s a lot more in-depth data and analysis at the link. (Hat tip: Borepatch.)

When you look at what has actually happened to Iran’s principal instruments of power – its ballistic missile arsenal, its nuclear infrastructure, its air defences, its navy and its proxy command architecture – the picture is not one of US failure. It is one of systematic, phased degradation of a threat that previous administrations allowed to grow for four decades….

The campaign has moved through two distinct phases. The first suppressed Iran’s air defences, decapitated its command and control, and degraded its missile and drone launch infrastructure. By March 2, US Central Command announced local air superiority over western Iran and Tehran, achieved without the confirmed loss of a single American or Israeli combat aircraft.

The second phase, now under way, targets Iran’s defence industrial base: missile production facilities, dual-use research centres and the underground complexes where remaining stockpiles are stored. This is not aimless bombing. It is a methodical campaign to ensure that what has been destroyed cannot be rebuilt.

Iran now faces a strategic dilemma that tightens every day. If it fires its remaining missiles, it exposes launchers that are promptly destroyed. If it conserves them, it forfeits the ability to impose costs of the war. Missile and drone launch data suggest Iran is rationing its remaining capacity for politically timed salvoes rather than sustaining operational tempo.

This is a force managing decline, not projecting strength.

The closure of the Strait of Hormuz is dominating the critical commentary. US Senator Chris Murphy has called it evidence that President Donald Trump misjudged Iran’s capacity to retaliate. CNN has described it as proof that the administration has lost control of the war’s escalation.

The economic pain is real: Oil prices have surged, a record 400 million barrels of oil will be released from global reserves, and Gulf states are facing drone and missile strikes on their energy infrastructure.

But this framing inverts the strategic logic. Closing the strait was always Iran’s most visible retaliatory card, and always a wasting asset. About 90 percent of Iran’s own oil exports pass through Kharg Island and then the strait.

China, Tehran’s largest remaining economic partner, cannot receive Iranian crude while the strait is shut. Every day the blockade continues, Iran severs its own economic lifeline and alienates the one major power that has consistently shielded it at the United Nations. The closure does not just hurt the global economy; it accelerates Iran’s isolation.

Meanwhile, the naval assets Iran needs to sustain the blockade – fast-attack boats, drones, mines, shore-based antiship missiles – are being degraded daily. Its naval bases at Bandar Abbas and Chahbahar have been severely damaged.

The question is not whether the strait reopens but when and whether Iran retains any naval capacity to contest it. Critics compare the challenge of escorting a hundred tankers daily to an impossible logistical burden. But you do not need to escort tankers through a strait if the adversary no longer has the means to threaten them. That is the operational trajectory.

(Hat tip: Instapundit.)

Suchomimus notes that there’s simply not a lot of space to park at that base, so there’s going to be risk parking so many tankers (or other large aircraft) there. None of the planes were destroyed, and all are being repaired.

I don’t get to use the “Hovercraft” tag nearly enough…

Boies, a Democrat, argues passionately in favor of the war, and scolds people—mainly other Democrats—for, in his mind, letting their dislike of President Trump affect their opinion of attacking Iran. As he writes, “If we believe that Iran presents a serious threat, we need to support the president on this issue. There’s plenty to disagree with him about, and we don’t need to like or admire him. But on Iran we should be on common ground.”

Chances of Democrats heeding this advice:

(Hat tip: Ann Althouse.)

BIG: A drone strike hit the U.S. Embassy compound in Baghdad’s Green Zone, damaging or disabling the embassy’s C-RAM air defense system (C-RAM's radar) and striking a helipad.

The attack is believed to be carried out by Iran-linked militias. pic.twitter.com/qEQzSGb9V8

— Clash Report (@clashreport) March 14, 2026

Not being tied into Air Force slang, I was previously unaware that the F-35 was nicknamed “Fat Amy”…

Always remember that Democrats hate America and want us defeated. Every single time they will side against you.

Oh, there’s always an excuse. There’s always a reason. But every single time they will decide against America. https://t.co/XN4qu6uwm7

— Kurt Schlichter (@KurtSchlichter) March 17, 2026

(Hat tip: Stephen Green at Instapundit.)