Skip to content
You can now search across every topic, entity and event.What's new
European Oil Markets
26MAY

Iran fires back across the Gulf again

2 min read
08:52UTC

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.

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.

First Reported In

Update #154 · US enforces Hormuz closure with blockade

Al Jazeera· 15 Jul 2026
Read original
Causes and effects
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.
Different Perspectives
Greek shipping registries
Greek shipping registries
Flag states dominating the tanker fleet await the EU's 15 July cap-freeze vote. A formula unlock toward $75 would loosen the ceiling squeezing insurance and crewing costs on their registered hulls.
US money managers
US money managers
NYMEX WTI managed-money net long fell 23% to +64,041 in the week to 7 July, trimming length into the rally on doubt the Hormuz premium survives without freight or war-risk confirmation.
European refiners (ARA)
European refiners (ARA)
ARA refiners are capturing an $80/bbl US diesel crack as Russian gasoil loadings collapsed to 234kbd before Novak's 31 July export ban even bites, widening the arbitrage straight into refining margins.
OPEC+
OPEC+
The seven-member group confirmed a fourth consecutive 188kbd August hike on 5 July, defending market share even though Saudi Arabia's $108-111/bbl breakeven means every added barrel costs Riyadh revenue it cannot recoup.
Indian refiners
Indian refiners
Refiners kept lifting discounted Urals as the India/Baltic split widened past $9-10 a barrel on 7 July. A wider Urals-Brent gap means cheaper feedstock locked in against Baltic buyers.
Russia
Russia
Urals traded $48.95-55.12 on 12-13 July, below Moscow's $59 budget floor even as Brent gained $6. Oil and gas fund roughly 30% of federal revenue, and Novak's diesel export ban is rationing a shrinking export base.