18JUN

ISW reads Iran's thanks as cover

1 min read

09:57UTC

ISW assessed that the IRGC's public thanks to 'the Jordanian people' for targeting intelligence is a cover story, meant to counter reporting that Russia and China are helping Iran aim at Americans.

← Back to German spark spread flips +EUR 15 in 48hrs Jump to analysis ↓

EconomicAssessed

Key takeaway

ISW calls Iran's thanks to Jordanians a cover story, and Amman has neither confirmed nor denied it.

The Institute for the Study of War (ISW) and its Critical Threats Project assessed on Monday 20 July that the Islamic Revolutionary Guard Corps (IRGC) issued its public thanks to "the Jordanian people" as a likely cover narrative ¹. The thanks, for intelligence said to have aided Iranian strikes on Jordan, accompanied the IRGC's claim of a 21st-wave strike on the Azraq area and Aqaba Airport . ISW reads it as an attempt to counter reporting that Russia and China are helping Iran target American assets in the region.

Amman has answered none of it. Jordan's government has neither confirmed nor denied the claim, and it comes after a week in which Jordanian officials said no threats existed at Aqaba hours before Iranian missiles landed in the area .

The only public pushback came from an academic. Ronen Yitzhak of the Moshe Dayan Center told The Jerusalem Post that the Islamic Republic has no real support base in Jordan ².

ISW's reading is an assessment rather than evidence, and it comes from an institution with a declared view of Iranian information operations. The same report cites senior Iranian officials privately worried that the renewed conflict is deepening Iran's economic crisis and threatening internal security ³. ISW does not name those officials, and nothing outside the report corroborates them.

Deep Analysis

In plain English

The Institute for the Study of War (ISW) is a Washington think tank that tracks the conflict closely and publishes near-daily assessments. Its Critical Threats Project focuses specifically on Iran. When ISW says it "assesses" something, that means it is offering an informed judgement based on its own analysis and sourcing, not reporting a confirmed fact. Here, Iran's Revolutionary Guard (IRGC) publicly thanked "the Jordanian people" for intelligence that helped its recent strikes. ISW thinks this may be a cover story, a way to deflect attention from separate claims that Russia and China are quietly helping Iran target American assets. Jordan has said neither yes nor no. None of this is confirmed; it is one think tank's reading of why Iran chose those specific words.

Deep Analysis

Root Causes

ISW and its Critical Threats Project assessed, in a 20 July Iran Update Evening Special Report, that the IRGC's public thanks to "the Jordanian people" for intelligence is likely intended to counter separate reporting that Russia and China are helping Iran target US assets in the region. This is ISW's interpretation of why the IRGC chose that specific phrasing, not a confirmed fact about Russian or Chinese involvement. Amman has neither confirmed nor denied the IRGC's underlying claim.

ISW's report also cites unnamed senior Iranian officials as privately concerned the renewed conflict is deepening Iran's economic crisis and threatening internal security. ISW does not name these officials, and nothing outside its own report corroborates them; the claim should be read as ISW's sourcing, not as independently established fact.

Sources:Institute for the Study of War·Jerusalem Post

Mentions:Institute for the Study of War →Islamic Revolutionary Guard Corps (IRGC) →Jordan →Russia →China →Iran →Aqaba →Jerusalem Post →Washington →Tehran →Aqaba Airport →Amman →Iranian Revolution →Azraq airbase →

First Reported In

Update #159 · A second strait closes by radio alone

Institute for the Study of War· 22 Jul 2026

Read original →

Causes and effects

Caused by

Amman denied a threat, then it landed

Jordan's prior denial of any Aqaba threat before missiles hit frames its silence on the IRGC's public thanks.

Occurred 19 Jul 2026

Read story →

IRGC thanks Jordanians for helping it aim

The IRGC's claimed Nasr-2 strike on Aqaba on 20 July is the action the disputed Jordanian-intelligence claim is meant to explain.

Occurred 19 Jul 2026

Read story →

This Event

ISW reads Iran's thanks as cover

A public thank-you to a neighbour's population costs Tehran nothing to issue and puts Amman in a position it cannot comfortably answer.

Different Perspectives

Cross-border power traders

The France-Germany day-ahead spread flipped from a EUR 17.20 German premium on 1 August to a EUR 4.15 French premium on 3 August, the same day French curtailment peaked. They cannot yet attribute the flip to curtailment alone, since a like-for-like overnight comparison shows French nuclear output rising while wind fell and demand returned on the weekday step.

EDF

River-cooling limits took 7.6 GW, 12 per cent of its fleet, offline on 3 August, the highest curtailment since the heatwave began, with an easing forecast to 4.3 GW on 4 August and 3 GW after. It manages the cut as a recurring seasonal constraint, expecting it to lift with river temperature, not repair.

Gasunie

TTF, the Dutch hub it operates, drifted to roughly EUR 55 to 58 per MWh across the window, staying inside its recent range through both the German spark reversal and the French curtailment. It reads a flat hub price as evidence that neither event this window carried enough weight to move the fuel leg on its own.

German gas-fired generators

Record German solar of 18,761 MW on 2 August pushed the clean spark spread to minus 18.48 EUR/MWh, a loss-making day, before it returned to plus 16.20 on 3 August. They now price dispatch against post-solar residual load rather than wind alone, since the sign flipped inside 48 hours on unchanged fuel and carbon costs.

European Commission (DG Energy)

Its implementing-measures register logged transposition notices from only Portugal and Slovakia against Wednesday's Article 94 deadline for Directive (EU) 2024/1788, with 25 states silent. It expects the register to fill only gradually, since filing routinely lags legislating and any infringement track against non-notifying states runs on a slower clock than the deadline itself.

Spain's LNG terminal operators

Spain's 9,145 GWh terminal inventory is the largest single stock in the EU LNG network, an option value that can reroute cargoes wherever the winter strip pays best rather than a cavern gas obligation tied to a fixed date. That flexibility matters more as Germany's cavern shortfall pushes more of the winter security question onto import infrastructure.