What’s happened: The ceasefire between the US and Iran continues to unravel, with mutual blockades both now in effect and a series of low-intensity strikes from both sides over the last six nights.
- Overnight, US forces launched their biggest air operation since the ceasefire went into effect, hitting targets not just on the coastline but also deep in Iran and inside the Tehran metropolitan area, a region avoided entirely in this week’s escalation until now. Notably, official CENTCOM statements about the operation used the term “shaping operation,” rather than “self-defence operation.” The latter term had been consistently used by the Americans to indicate that they were not intending to depart from the ceasefire framework; the former would seem to indicate that they are taking out targets that could get in the way of a future planned operation.
- The ceasefire began unravelling on July 7. By July 10 both sides were openly trading blows. This exchange of fire has gradually escalated over the ensuing week.
- On July 7, against a backdrop of stalled negotiations on the Iranian nuclear programme, sanctions relief, and shipping rights in the Straits of Hormuz, three attacks on neutral shipping in the Strait were carried out, apparently by Iranian drones. One of the ships was carrying Qatari liquified natural gas. The attacks took place as NATO leaders were gathered in Ankara for the alliance’s summit.
- The following day, on July 8, the US revoked the licence that had temporarily allowed Iran to sell oil while negotiations were underway and conducted a very modest air operation on Iranian targets associated with the attacks on shipping.
- Meanwhile, negotiations continued with the US demanding a public Iranian commitment that the Strait would remain open while the larger deal was being negotiated without any attacks on commercial vessels. The Iranians refused to make such a commitment, as for them this would be conceding their biggest asset going into the nuclear negotiations before those were really underway.
- On July 10, with President Trump back in Washington from Ankara, three days of quiet diplomacy and low-level air strikes turned into a higher level crisis, with the President declaring that “in no uncertain terms the ceasefire is over.” That night the US began hitting real Iranian military targets, rather than just carrying symbolic strikes against drone facilities implicated in the attacks on oil tankers.
- The US continued hitting Iranian naval bases and radar facilities through July 13, including an audacious strike against a submarine base by a one-way US attack drone. There were conflicting reports on the damage caused by the US attack, with some reports indicating that an Iranian submarine was damaged or even destroyed. On that day, the US announced a full resumption of its naval blockade of Iran, which had been lifted with the MOU signed in June.
- As the US expanded the range of targets struck in Iran, the Iranians too started launching missiles at US and allied facilities in neighbouring countries on night of July 13-14, including Bahrain, Kuwait, and Jordan. All three of these countries reported intercepting Iranian missiles.
- Last night, the range of attacks expanded even further, with targets in the Tehran region being hit by US fire for the first time since the ceasefire went into effect. The US operation was also unusually long in duration, lasting seven hours.
- Neither side has as of yet called for a halt to negotiations, and in fact all indications are that some kind of mediation via Qatar, Pakistan, and Oman is still underway. The White House has, for its part, stuck to a message of “talks will continue but the ceasefire is over,” and the Iranians too have publicly taken a similar approach.
- The Iranians report 35 killed from this week’s US strikes. There are no reported losses from the US or its allies. Iranian retaliatory strikes have studiously avoided Israel; nor has the Iran-backed Hezbollah militia in Lebanon initiated any escalation for now.
Context: As tensions ratchet up, Israeli and global media have been full of speculation about possible targets in renewed military action, as well as astonishing revelations about the early days of the previous round.
- Commercial traffic through the Strait of Hormuz has come to a virtual halt in the last week, after a few weeks of a very partial recovery that was still far from pre-war levels.
- An earlier US pilot programme of escorting some commercial vessels through the Strait, closer to the Omani coast, had some limited success in May and June, before the MOU was signed, and there are indications that the US my consider pursuing a larger version of that should the current talks fail.
- Alternatively, the Americans are considering a full-scale land invasion of the Iranian coastline near the Strait. This would likely take months to accomplish and come at a heavy cost.
- Another option which has been publicly broached by the President himself is a wave of air strikes against strategic targets in Iran, notably including bridges and power plants, as a means of pressure on the regime to lift its blockade.
- Two other potential military operations have been the subject of public speculation — and often of explicit public statements by administration and CENTCOM officials.
- One is the so-called Pickaxe Mountain, near the Natanz nuclear facility. Natanz was one of three nuclear facilities, along with Isfahan and Fordow, that were struck by US bombings in Operation Midnight Hammer in June 2025. Pickaxe Mountain is a facility less than 2km from the Natanz facility which is buried more than 100 metres deep into a mountain. It has never been seen by international inspectors, and was still under construction during the June 2025 war. Satellite imagery has shown accelerated excavation and construction there since then. Trump has fanned speculation about a US special forces operation there by both publicly threatening the site and, on a radio interview earlier this week, pointing out that America’s bunker-buster bombs alone would not be able to damage it.
- Trump has also publicly discussed an attack on Kharg Island, Iran’s main oil export hub (a facility he called on the US to strike decades ago when he was an opinionated real estate magnate in New York). Administration officials have leaked to friendly media outlets over the past week speculation that an attack on Kharg Island would be impractical, costly, and not yield the desired outcome — something that can be read as trying to dissuade the President from approving such an attack or part of a deception operation.
- On the backdrop of speculation about a future operation, new revelations in both the Israeli and US media were published regarding the Mossad’s ambitious plans for deposing the Iranian regime at the outset of the war which began on February 28. Plans called for an invasion of Kurdish forces from northern Iraq (which the US apparently vetoed) and even the possible installation of former President Mahmoud Ahmedinijad to head a replacement regime.
- Long investigative articles in both the New York Times and Haaretz detailed contacts that Ahmedinijad, famous for aggressive remarks during his presidency about eliminating Israel and denying the Holocaust, had with Mossad in recent years in Hungary and Central America. An Israeli air strike against IRGC guards who had effectively been holding him in house arrest in the first days of the war had been reported as a failed assassination attempt, but is now believed to have been intended to free him to assume power. The reported plot ran aground shortly after that for reasons that are still unknown.
Looking ahead: There are two sixty-day deadlines at play here, both of which are frequently referenced by US officials often without clarity as to which one.
- The MOU calls for a sixty-day period, renewable by mutual consent, for concluding an agreement on Iran’s nuclear programme, as well as sanctions relief and freedom of navigation in the Strait of Hormuz. The agreement was signed in Islamabad on June 18, so that sixty-day period ends on August 17.
- The administration informed Congress of a renewal of hostiles with Iran on July 7, which allowed it to reset the sixty-day deadline for Congressional authorisation under the War Powers Act. Without another ceasefire, this would mean it would need to get some kind of Congressional authorisation to continue fighting past September 5, something that would place the unpopular war in Iran directly on the public agenda only weeks before the midterm elections in the US.
- In Israel, the placement of US refuelling aricraft at Ben Gurion Airport has been a source of growing public dissatisfaction, as it leads to cancellations of flights from Israel’s only functional international airport. Growing public pressure led the Government to accelerate the departure of the US aircraft from the airport as the summer holiday got underway, but this week, that process was frozen, and it was quietly announced that the US planes still there would be staying for the time being.
