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European Oil Markets
26JUN

Second US strike wave in 48 hours

2 min read
14:17UTC

CENTCOM struck about 90 Iranian targets on 8 July, cutting power across three southern ports; a day later the IRGC claimed strikes on 85 US-linked sites and, for the first time, Qatari soil.

EconomicDeveloping
Key takeaway

The war's kinetic track has outrun any signed text, leaving no ceasefire document left to enforce.

CENTCOM, US Central Command, struck Iran again on Wednesday 8 July, hitting roughly 90 military targets: missile and drone stores, logistics depots, a railway bridge in the north-east and a base at Bushehr, with partial power loss reported across the southern ports of Bandar Abbas, Konarak and Chabahar 1. That second wave dwarfs the 80-target strike CENTCOM ran days earlier , widening the campaign from military sites into the electricity that keeps three port cities running.

Iran answered on Thursday 9 July with a claimed joint IRGC Navy and Air Force operation against about 85 US-linked sites, naming Camp Arifjan and Ali Al Salem in Kuwait and Sheikh Isa and Juffair in Bahrain 2. For the first time the IRGC extended its target list to Qatari soil, claiming a strike on a satellite antenna. Iran had last hit US bases in Kuwait and Bahrain on 28 June , a salvo Washington answered then with a bounded raid on ten targets . This round outsizes both, and neither government signed an order to accompany it.

No executive order, sanction or fresh military authorisation accompanied either the strikes or the retaliation. The exchange runs on sorties and claims, not signed instruments, which leaves the Islamabad memorandum with no document to breach and none to restore.

Deep Analysis

In plain English

The United States and Iran have been trading strikes since February, and this is the latest exchange. On 8 July, US Central Command (CENTCOM) hit around 90 sites inside Iran, cutting power in three port cities. Iran's Revolutionary Guard, the country's most powerful military and political force, says it hit back at roughly 85 sites across the Gulf, including for the first time a target in Qatar, a country that has been trying to broker peace talks between the two sides. Nobody outside Iran has independently confirmed most of Iran's claimed hits.

Deep Analysis
Root Causes

The IRGC's Decentralised Mosaic Defence Doctrine, activated on 28 February and built around 31 autonomous provincial launch units, means retaliation claims like the 85-site tally cannot be centrally verified even by Tehran itself; the doctrine trades coordinated accuracy for survivability after the loss of its Navy and Ground Forces chiefs in March.

CENTCOM's own force posture, roughly 24 warships and 50,000 personnel concentrated in theatre since 30 June, sets a target-count asymmetry (90 struck versus 85 claimed) that pressures Iran toward matching numbers rather than matching effect, since it cannot match capability.

First Reported In

Update #150 · Second US strike wave, first heavy toll

CENTCOM· 9 Jul 2026
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