The Iran war continues, with attacks on energy grids and refineries across the Persian Gulf, (maybe) another bunker buster strike, serious regime confusion, countries reporting impending shortages, and part of the 82nd Airborne moving into the theater.
ZeroHedge has piece up that starts with a nice state-of-play summary.
WSJ, Fox reporting 3,000 elite Army [82nd] Airborne soldiers to be ordered to Middle East. Axios says US awaits Iran response to proposed Thursday peace talks.
Backchannel diplomacy vs skepticism: Abbas Araghchi reportedly signaled openness to negotiations with the US via envoy Steve Witkoff, but Israel has appeared cool on deal prospects or offramp.
Heavy exchange of fire and testing red lines: Iran continues missile and drone waves targeting Israel and US bases, amid reports of overnight airstrikes on military and gas infrastructure near Isfahan.
Iran reshuffles its security leadership, appointing Mohammad Bagher Zolghadr: he’s a former IRGC commander and replaces the assassinated Ali Larijani.
Iran halts natural gas exports to Turkey: follows last week’s Israeli strike on the massive South Pars gas field; QatarEnergy declares force majeure on some LNG contracts due war.
“The Israeli Air Force recently struck an Iranian nuclear research and development site in Tehran, the military announces. According to the Israeli army, the “strategic” site at the Malek Ashtar University was used by Iran’s military industries to develop components for nuclear weapons. Malek Ashtar University, subordinate to Iran’s defense ministry, is under Western sanctions over its activities relating to Iran’s nuclear and ballistic missile programs.”
This falls into the “Big if true” category: “Three heavy bombers of the U.S. Air Force are currently conducting heavy strikes on the underground missile base of the IRGC Aerospace Force in Yazd, central Iran (Al-Qadir missile base). A total of six bunker-buster bombs have been dropped on the site by either B-1B heavy bombers flown from RAF Fairford in the United Kingdom or B-2A Spirit stealth bombers flown directly from Whiteman AFB in the United States.” I haven’t seen enough of Babak Taghvaee’s work to gauge the accuracy of this. (The few bits of his I’ve read have seemed accurate.) It seems like the sort target we would hit, but not knowing which bomber hit these targets suggests a source lacking firsthand knowledge. If anyone has a better bead on Taghvaee’s accuracy, feel free to share it in the comments below.
Not just over the Strait: The Warthog is also engaging Iranian back militias in Iraq.
USAF A-10 Warthogs spent most of the day strafing Iranian-backed militia positions around Mosul, Iraq. pic.twitter.com/5GLcm1XVnN
Victor Davis Hanson has spent fifty years studying how wars end. When he says the tide is turning, it’s worth listening to why.
His argument isn’t based on what the Pentagon is saying. It’s based on how everyone else is behaving.
𝗧𝗵𝗲 𝗘𝘂𝗿𝗼𝗽𝗲𝗮𝗻𝘀. VDH’s rule: Europeans never agree to go anywhere near a conflict unless they think the winning side has already been determined. They didn’t help in the early days. Now they’re starting to move. That movement is not idealism. It’s a calculation. They’ve looked at the battlefield and decided which way this ends.
𝗧𝗵𝗲 𝗚𝘂𝗹𝗳 𝗽𝗲𝘁𝗿𝗼-𝗻𝗮𝘁𝗶𝗼𝗻𝘀. The Saudis, the Emiratis, the Qataris — these governments have survived for generations by reading the regional climate with precision. When they expel Iranian military attachés, when they intercept Iranian missiles over their own capitals and say nothing about American strikes, when the UAE reaffirms its $1.4 trillion investment commitment to the United States mid-war — they are not making ideological statements. They are placing bets. And they are betting on the United States.
𝗔𝗹 𝗝𝗮𝘇𝗲𝗲𝗿𝗮. This is the one that should stop you cold. Al Jazeera — the Qatari state media network, historically critical of American military action, the network Tucker Carlson and the anti-war right love to cite against Israel — is now calling the U.S. bombing campaign brilliant and effective, and saying it has been underestimated. When the media outlet of a nation that hosts both the largest American air base in the Middle East and a Hamas political office starts praising American military effectiveness, the message is unmistakable: 𝘵𝘩𝘦𝘺 𝘵𝘩𝘪𝘯𝘬 𝘸𝘦’𝘳𝘦 𝘨𝘰𝘪𝘯𝘨 𝘵𝘰 𝘸𝘪𝘯.
𝗧𝗵𝗲 𝗺𝗶𝗹𝗶𝘁𝗮𝗿𝘆 𝘀𝗶𝗴𝗻𝗮𝗹. A-10 Warthogs and Apache helicopter gunships are now flying strike missions in Iranian airspace at will. VDH’s point: you only deploy those aircraft when there is effectively no air defense left to threaten them. They are slow, low-flying, close-support platforms. Their presence confirms what the Pentagon has been claiming — Iran has no meaningful air defense remaining.
Iran’s strategy now is rope-a-dope. Run out the clock. Wait for American public opinion to shift. Hope the midterms create political pressure on Trump to stop. It is the only play they have left.
VDH’s conclusion: if Trump sees it through — and he believes he will — the regime falls. Not in years. 𝗣𝗿𝗲𝘁𝘁𝘆 𝘀𝗼𝗼𝗻.
Since President Trump revealed contacts with the Islamic Republic, we’re seeing something very telling inside Iran: chaos at the top.
Regime officials are either turning on each other, pointing fingers, accusing one another of negotiating with the United States or in their own media and social platforms, they’re warning against character assassination of figures like Ghalibaf or Rouhani, because suspicion is spreading inside the regime itself.
Some are even calling for arrests or worse. Others are publicly shaming officials, accusing them of secret talks.
This is the atmosphere on the Islamic Republic’s side of social media. Total panic.
Jim Geraghty wonders “Why Are We Lifting Sanctions on Iranian Oil During a War with the Mullahs?” It’s a good question, though Trump seems to have a more intuitive grasp of alternating between carrots and sticks in negotiations than anyone I’ve ever seen. Also: “We have seen oil tankers carrying Russian oil divert from China to India in the aftermath of the Treasury Department’s lifting of sanctions on their cargo: ‘At least seven tankers carrying Russian oil have switched their destinations mid-voyage from China to India, according to Vortexa Ltd., with all of India’s major refiners now in the market for the country’s crude.'”
“Three explosions in Bushehr following attacks on the airbase and airport in Iran.” Bushehr is reasonably close to Kharg Island.
“Iran launches 10 million rial note.” Hyperinflation is rarely a sign of military strength. Also: The 5 million rial note was introduced “just weeks earlier.”
The Guardian (usual caveats apply) is saying that “Hundreds of petrol stations across Australia run out of fuel,” but Australian Energy Minister Chris Bowen states “Australia’s fuel supply remains strong and there are no immediate plans to ration fuel,” though the article admits “localized shortages.”
In Japan, gasoline prices have evidently hit record highs and the government is tapping national reserves, but tankers from UAE and Saudi Arabia bypassing the Strait of Hormuz are on the way.”
“Taiwan has about 11 days of liquefied natural gas reserves—a limited buffer that has become critical after Iran disrupted shipping through the Strait of Hormuz, cutting off key supplies from Qatar. Because Taiwan relies heavily on LNG to power its grid and semiconductor industry, any prolonged disruption could force energy rationing and threaten chip production.”
“Philippine president declares ‘national energy emergency‘, citing risks to fuel supply created by Middle East war.”
In an interview with Fox News, Netanyahu said, “The reason that we had to act now is because after we hit their nuclear sites and their ballistic missile program [in June 2025]… they started building new sites… underground bunkers that would make their ballistic missile program and their atomic bomb program immune within months.”
“If no action was taken now, no action could be taken in the future,” he said.
Moreover, envoy Steve Witkoff said the Iranians “bragged” about enriching Uranium.
US special envoy Witkoff, who together with Trump’s son-in-law Jared Kushner led Washington’s negotiations with Tehran over the disputed nuclear program, said that Iran’s top negotiators boasted in the first round of talks this year of having enough highly enriched uranium to build 11 nuclear bombs.
“In that first meeting, both the Iranian negotiators said to us directly — with no shame — that they controlled 460 kilograms of 60% [enriched uranium] and that they’re aware that could make 11 nuclear bombs,” Witkoff told Fox.
Trump has asserted that the US “obliterated” Iran’s nuclear facilities during the 12-day war last June, which would ostensibly render Iran incapable of immediately turning that enriched uranium into a bomb.
Still, Witkoff said the Iranian negotiators “were proud that they had evaded all sorts of oversight protocols to get to a place where they could deliver 11 nuclear bombs.”
He said that during that first meeting, the Iranian negotiators insisted on “an inalienable right” to enrich their nuclear fuel.
They now have an inalienable right to a pine box.
Ben Shapiro weighs in on the current state of the conflict, and declares Iran toast:
“I hope all the folks watching understand what uncontested airspace and complete control means. It means we will fly all day, all night, day and night, finding, fixing, and finishing the missiles and defense industrial base of the Iranian military. Finding and fixing their leaders and their military leaders, flying over Tehran, flying over Iran, flying over their capital, flying over the IRGC, Iranian leaders looking up and seeing only US and Israeli air power.”
We got the guy in charge of trying to assassinate American leaders, “Rahman Moadam, who’s head of the Islamic Revolutionary Guard Corps special operations division.”
Admiral Brad Cooper explains the status of the operation:
More than 50,000 troops, 200 fighters, two aircraft carriers, and bombers from the United States are participating in this operation, and more capability is on the way. In the opening hours of Operation Epic Fury, US Central Command forces together with Israel delivered overwhelming and unprecedented strikes into Iran. Now, we’re less than 100 hours into this operation, and we’ve already struck nearly 2,000 targets with more than 2,000 munitions. We have severely degraded Iran’s air defenses and destroyed hundreds of Iran’s ballistic missiles, launchers, and drones. And in simple terms, we’re focused on shooting all the things that can shoot at us.
“We are also sinking the Iranian Navy. The entire Navy.”
“We will not stop.”
Back to Shapiro: U.S. consulate in Dubai was hit by drones. No casualties because it was evacuated.
“How do you know that Iran is really losing? Because Qatar has turned. So Qatar, which has always played this sort of middle ground between the United States and Iran. Well, now they’re turning on the IRGC and actually arresting members of the IRGC in Qatar.”
He debunks the myth that we’re using $2 million Patriot missiles to shoot down $35,000 drones, says most are being down down with $25,000 air-to-air missiles. “And you know who’s going to run out of $25,000 iterations more and faster? The US or the piss-poor Iranians?”
“If we get in a spending war with Iran, Iran don’t have no money. It is a problem for them.”
The Iranian regime splits its air power between two forces, the conventional Islamic Republic of Iran Air Force and the Iran Revolutionary Guard Corps Aerospace Force. Available public information about the size of Iran’s air fleet is somewhat contradictory in the details. The independent analysis site WarPowerIran states Iran has 778 aircraft, but “while impressive in terms of available quantity of aircraft, the IRIAF suffers from an aging fleet and limited military-industrial capabilities as they relate to modern combat platforms.”
Similarly, “FlightGlobal’s World Air Forces 2025 listed 65 F-4s, 35 F-5s, 41 F-14s, 18 MiG-29s, 21 Su-24s, and 12 Mirage F1s in the Islamic Republic of Iran Air Force, plus a smaller number of tankers and special-mission aircraft. Iran has also received an unknown number of Yak-130 light attack aircraft in recent years.”
The Yak-130 is the most modern of those aircraft, but it’s really most suitable as a low-cost trainer. If you actually need to go up against F-22s and F-35s in that thing, you’re in deep, deep trouble. And indeed, an Israeli F-35 shot one down.
Beyond that, it’s not an air force, it’s an impressive aviation museum. The MiG-29 is the only plane in active service with any modern military. The F-14 is the next most modern, and the vast majority of U.S. planes were deactivated in the late 20th century. The F-5 has proven really durable for Third World air forces, but no one mistakes it for a modern fighter. The F-4 is a Vietnam War staple retired everywhere except Greece, Turkey and Iran.
The United Arab Emirates, a Defense Ministry spokesperson said air defenses detected 812 drones and intercepted 755, with 57 getting through and causing damage.
Kuwait said it intercepted 283 drones. A Bloomberg-compiled tally put the first two days of the war at 541 drones targeted at the UAE, 283 at Kuwait, 36 at Jordan, 12 at Qatar and nine at Bahrain. Combined with the UAE’s later figure, the publicly reported totals indicate at least about 1,150 drones launched at regional targets since February 28, with the overall number likely higher.
Naval sinkings stats snipped.
During yesterday’s briefing, Caine released some figures indicating the Iranians are losing their ability to fire ballistic missiles and drones: “As of this morning, U.S. Central Command is making steady progress. Iran’s theater ballistic missile shots fired are down 86 percent from the first day of fighting, with a 23 percent decrease just in the last 24 hours, and their one-way attack drone shots are down 73 percent from the opening days.”
“Mojtaba Khamenei, son of Iran’s late Supreme Leader, has survived the U.S. and Israeli airstrikes on Iran in which his father Ayatollah Ali Khamenei was killed, two Iranian sources told Reuters on Wednesday.” Maybe. But there’s a good chance that’s disinformation as well.
Iran’s democratic opposition groups — monarchists and republicans, secular and religious minorities, leftists, liberals, and every ethnicity — are united… on four foundational principles: Iran’s territorial integrity; individual liberties and equality of all citizens; separation of religion and state; and the Iranian people’s right to decide a democratic form of government. Many Iranians, often despite facing bullets, have called on me to lead this transition. I am in awe of their courage, and I have answered their call. Our path forward will be transparent: a new constitution drafted and ratified by referendum, followed by free elections under international oversight. When Iranians vote, the transitional government dissolves…. A free Iran would extend [the Abraham Accords] by immediately recognizing Israel and pursuing a broader regional peace framework linking Iran, Israel and our Arab neighbors in cooperation rather than conflict.
You can never depend on China as an ally:
This isn't just about Iran. Every country watching this is doing the math. Every country that has been quietly drifting toward Beijing's orbit, betting that China is the future, is watching Beijing issue press conferences while its strategic partner gets regime-changed.
More from Suchomimus on that Soleimani-class corvette sunk yesterday, which turns out to be the IRIS Shahid Sayyad Shirazi.
If Iran is currently the A-Plot in As the Middle East Burns, then the war against Hezbollah is the B-Plot. Israel has already started and air and ground campaign against the Iranian-backed group, and Simon Whistler explains the current state of that conflict:
“What’s happening in Lebanon right now might end up being one of the most consequential events of the entire war. Israel and Hezbollah are at war again.”
“What’s really significant here is what the Lebanese government just did in the middle of this. A total ban on Hezbollah’s military and security operations. If you would have told us that we’d be making an episode on that just two years ago, we would have thought you were dreaming. Or possibly really rather drunk.”
For years people assumed an attack on Iran would mean Hezbollah would unleash an unstoppable barrage of rockets on Israel.
Skipping over the glorious execution of Operation Grim Beeper.
“The Lebanese government chose, after decades of weakness, to go after Hezbollah. Prime Minister Nawaf Salam’s cabinet declared an immediate, total ban on all Hezbollah military and security activities and ordered the group to surrender its weapons to the state.”
“President Joseph Aoun, the former army commander who had been elected after Hezbollah could no longer block the vote, called the decision final.”
“In what has been the most notable development of all, Nabih Berri, the speaker of parliament and leader of the Amal movement, Hezbollah’s most reliable political partner for decades, refused to vote against the measure.” This is huge, since Amal is the only other Shia party in Lebanon’s parliament next to Hezbollah.
“There’s a pretty sizable camp in Washington that sees the current moment as the best chance anyone will ever have to finish Hezbollah off, and they’re not being quiet about it.”
Israel is haunted by it’s failure to destroy Hezbollah in its 2006 incursion, and by its inadvertent creation of Hezbollah following it’s 1982 incursion to go after the PLO.
“The situation today is genuinely different. First and foremost because the Lebanese state is the one driving the push to restore its sovereignty, backed by a president who seems absolutely determined to disarm the militants on his territory once and for all.” No, first and foremost, Iran is done. Without their funding, Hezbollah would be nothing.
“All of this is the complete opposite from 1982 and 2006, where it was variously an Israeli occupation force imposing order from the outside and an international community with very little legitimacy, respectively. This willingness was a long time in the making, but now that it’s surfaced, it doesn’t appear likely to be disappearing anytime soon.”
Related: “IDF Orders Mass Evacuation of Hezbollah Stronghold in Beirut Ahead of Strike.”
Add Azerbaijan to the list of countries droned by Iran:
❗️BREAKING: An Iranian Shahed-136 drone struck the city of Nakhchivan in Azerbaijan, Azerbaijani state media reported. The target was likely Nakhchivan Airport. #Iranpic.twitter.com/UeQsADtDSm
And Azerbaijan is getting ready to retaliate. And Azeris make up about 16% of the Iranian population, which is actually higher than the number of Kurds…
Heh: “To Save Time, Iran Appoints Supreme Leader Who Is Already Dead.”
Again, this is what significant news I thought was worth including. If you have additional information you thought I should have included, leave it in the comments below.