Skip to content
You can now search across every topic, entity and event.What's new
European Energy Markets
31JUL

IDF Strikes Iraq-Iran Border Crossing at Shalamcheh

1 min read
09:44UTC

The al-Shalamcheh strike targets a logistics corridor that connects Iranian supply lines to Iraqi territory, broadening the campaign's geographic scope.

EconomicAssessed
Key takeaway

Israel expanded targeting to Iraq-Iran border infrastructure.

The IDF struck the al-Shalamcheh border crossing between Iraq and Iran on 5 April, targeting a logistics corridor that connects Iranian supply lines to Iraqi territory. The border crossing is the primary land route between the two countries.

The strike arrives one day after Iran exempted Iraq from Hormuz restrictions , an exemption driven by the 72% collapse in Iraqi oil output under the blockade. Iraq is now simultaneously receiving preferential treatment from Iran on maritime access while having its land border infrastructure destroyed by Israel. Baghdad's position as a non-belligerent caught between the two sides grows more untenable with each operation that affects its territory.

Deep Analysis

In plain English

Israel struck the main border crossing between Iraq and Iran. This is the road that goods, fuel, and supplies travel between the two countries. Iraq is not at war with anyone in this conflict, but its infrastructure is being destroyed because it sits between the two sides. Iraq had just received an exemption from Iran's shipping blockade the day before.

What could happen next?
  • Iraq's position as non-belligerent grows more untenable as its infrastructure is targeted

First Reported In

Update #60 · Pakistan's Ceasefire Plan Fills the Vacuum

Alma Center· 6 Apr 2026
Read original
Causes and effects
This Event
IDF Strikes Iraq-Iran Border Crossing at Shalamcheh
The strike on a border crossing affects Iraqi sovereignty and commerce alongside the intended disruption of Iranian logistics. Iraq was exempted from Hormuz restrictions just one day earlier {{EVREF:/t/iran-conflict-2026/59/iran-exempts-iraq-from-hormuz-as-oil-output-collapses/}}, indicating Baghdad is caught between Iranian and Israeli military actions with diminishing ability to protect its own infrastructure.
Different Perspectives
Spain's LNG terminal operators
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.
European Commission
European Commission
Brussels holds the bloc to 90% on a flexible window while Germany, holding roughly a quarter of EU storage capacity, tracks toward missing its own lower 80% figure by 21 points. A national shortfall this size in the anchor market matters more to bloc security than the flexible timetable alone can absorb.
French power exporters and CRE
French power exporters and CRE
French day-ahead rose in step with Germany but by less, reopening a EUR 7-17 premium that makes northward export flows commercially attractive again after the EUR 43.09 discount evaporated in days. CRE separately authorised RTE and Enedis to buy flexibility locally, betting the coming winter's binding constraint is grid congestion rather than a shortage of firm capacity.
TTF trading desk
TTF trading desk
A visible national shortfall like Germany's 21-point gap is a directional signal, not noise, for a desk holding the summer-winter spread. TTF's flat EUR 58-60 range through this week's German price swings says the market has not yet chosen to reprice refill risk into the front of the curve.
German cavern and CCGT operators
German cavern and CCGT operators
German caverns kept buying prompt gas at TTF near EUR 58-60 through the inversion; the wind collapse to 2.4 GW then flipped the spark spread to plus EUR 29 and put turbines back in the same queue. Every day turbines win that bid, injection at a third of the 877 GWh/day pace needed falls further behind.
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.