Skip to content
You can now search across every topic, entity and event.What's new
European Energy Markets
27JUL

Iran fires back across the Gulf again

2 min read
09:24UTC

Kuwait intercepted Iranian missiles and drones on 14 July while Bahrain sounded air-raid sirens, and Iran's strikes again reached Jordan after the blockade order.

← Back to Wind, not peace, sank the German sparkJump to analysis ↓
EconomicAssessed
Key takeaway

Iran's Gulf-wide barrage now answers the blockade order itself, while its US-base destruction claims stay unconfirmed.

Kuwait reported intercepting Iranian missiles and drones on 14 July while Bahrain sounded air-raid sirens, and Iran's strikes again reached Jordan 1. The reprisal cycle itself is familiar: Iran fired on Azraq air base and three Gulf states on 9 July , answering CENTCOM's earlier 90-target wave.

This barrage followed the blockade order and the fourth strike night rather than another round of CENTCOM sorties, which ties Iran's Gulf-wide retaliation directly to the enforcement move. Iranian domestic outlets went further, claiming the IRGC destroyed US positions at Camp Arifjan and Ali Al Salem in Kuwait and at Juffair and Sheikh Isa in Bahrain 2.

No US or Gulf source has confirmed any such hit, and the same Farsi coverage frames the war as a mutual exchange in "southern waters and military centres" while omitting the blockade entirely. The claim sits with a long run of unverified IRGC base-strike boasts, and it is recorded here as an assertion, not a fact.

Deep Analysis

In plain English

Every time the US tightens the blockade, Iran fires back at the Gulf countries hosting American bases rather than at US forces themselves, letting Tehran show retaliation without directly provoking the kind of response that would follow an attack on American troops.

Deep Analysis
Root Causes

The retaliation follows the escalation ladder Iran has run since early June: each CENTCOM strike on Iranian territory or the reinstated blockade is answered with missile and drone fire against the Gulf states hosting US forces, Kuwait's Ali Al Salem and Bahrain's Fifth Fleet headquarters among the recurring targets, rather than against US assets directly.

Jordan's repeated inclusion, despite having no coastline on the strait, reflects its symbolic role in Iran's response pattern rather than any direct Hormuz stake, extending the template set on 9 July.

Escalation

Sideways for now: Iran is hitting Gulf host states rather than US forces directly. The trigger to watch is whether the IRGC's claimed strikes on US positions in Kuwait and Bahrain are ever verified, which would remove that calibration.

What could happen next?
  • Risk

    If the IRGC's claimed strikes on US positions in Kuwait and Bahrain are later confirmed, the calibrated pattern of hitting host states rather than American forces breaks down, raising the odds of a direct US response.

Sources:Al Jazeera·Entekhab
Mentions:Iran →Kuwait →Bahrain →Jordan →Islamic Revolutionary Guard Corps (IRGC) →Camp Arifjan →Juffair →IISS →Qatar →Tehran →Washington →CENTCOM (US Central Command) →
First Reported In

Update #154 · US enforces Hormuz closure with blockade

Al Jazeera· 15 Jul 2026
Read original →
Causes and effects
Caused by
Iran hits Jordan and three Gulf states
The 14 July Gulf retaliation extends the 9 July Azraq/Gulf-states strike cycle, this time tied directly to the naval blockade.
Occurred 9 Jul 2026
Read story →
Artesh claims Kuwait and Bahrain strikes
The Army's named Operation Saeqeh phase 10 followed the 14 July Gulf-wide retaliation.
Occurred 15 Jul 2026
Read story →
This Event
Iran fires back across the Gulf again
Iran's retaliation now tracks the blockade order and strike nights directly, tying its Gulf-wide fire to Washington's enforcement move rather than a fresh sortie.
Led to
IRGC sets Kuwait's Shuaiba complex alight
The 14 July Gulf-wide retaliation against Kuwait, Bahrain and Jordan precedes the 17 July Shuaiba strike on Kuwait.
Occurred 17 Jul 2026
Read story →
Bahrain says it thwarted a missile wave
Bahrain's thwarted attacks extend the Gulf-wide retaliation pattern first seen 14 July.
Occurred 18 Jul 2026
Read story →
Different Perspectives
Slovakia
Slovakia
Slovakia says it dropped its hold-out on the 21st sanctions package only after Ursula von der Leyen personally signed written gas-price and supply guarantees. The Council of the European Union's own 17,238-character release on the package names neither Slovakia nor any guarantee, leaving Bratislava's account unconfirmed by the institutional record.
EU regulator on capacity mechanisms
EU regulator on capacity mechanisms
Brussels is watching Germany's StromVKG first 4.5 GW capacity auction move toward its 8 September bid deadline without a resolved state-aid clearance for the 9 GW 2026 programme's gas-plant subsidies. A negative spark spread this deep on cheap gas strengthens the case for subsidised dispatchable capacity, the same case still awaiting a state-aid ruling.
French power exporters
French power exporters
French day-ahead cleared EUR 41.13/MWh on Sunday 26 July, EUR 43.09 below Germany, on wind more than doubling and a demand trough, not on any nuclear recovery. The desk expects the discount to hold only as long as French wind and weekend demand repeat, not as a durable nuclear-cost advantage.
European gas storage operator
European gas storage operator
A storage operator stopped bidding for prompt TTF cargoes on 21 July, reading the strike-halt unwind as the start of a fuel-side correction rather than a floor. It expects the gap between prompt and forward gas to keep narrowing as the war premium continues leaving the curve.
German gas-fired power fleet
German gas-fired power fleet
German gas-fired plants cut output from 4.37 GW to 2.85 GW between 24 and 27 July, even as TTF fell 8 per cent, because below roughly minus EUR 40/MWh the fuel price stopped deciding dispatch. The fleet expects no relief until wind eases or StromVKG's first 4.5 GW auction adds capacity.
French industrial power consumers
French industrial power consumers
France's day-ahead discount to Germany has nearly closed as TTF and EUA rise together on both sides of the border, eroding the arbitrage French industry relied on through the summer. A standing negative spark removes the German demand buffer that kept that spread wide.