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

Hengaw Confirms 7,300 Killed; IRGC Used Schools and Mosques

2 min read
09:33UTC

Hengaw Human Rights Organisation published its overdue 9th casualty report on 2 April: 7,300 killed in 34 days, including 890 civilians, 180 minors, and 210 women. New findings document IRGC forces sheltering in schools, dormitories, and mosques.

EconomicDeveloping
Key takeaway

At 7,300 killed, Hengaw's count is 3.7 times Iran's official figure, with new evidence of IRGC use of protected buildings.

Hengaw Human Rights Organisation published its 9th casualty report on 2 April, five or more days overdue . The report confirms 7,300 killed in 34 days, including 890 civilians, 180 minors, and 210 women. The toll rose 400 from the previous floor of 6,900 . Iran's official count remains frozen at 1,937; state media separately reported 2,076, a figure that has drifted upward without acknowledging the discrepancy.

The gap between Hengaw's 7,300 and Iran's official 1,937 is now 3.7-fold. Both figures carry methodological caveats: Hengaw counts all conflict-related deaths across provinces; Iran's count uses a narrower definition. Hengaw's methodology is the more transparent of the two, and its prior reports have been broadly consistent with HRANA and other independent monitors.

The new element in the 9th report is the documented evidence of IRGC forces stationing in schools, dormitories, and mosques. Under the laws of armed conflict, using protected civilian buildings as military positions creates dual violations: one by the party using the shield, one potentially by the party that strikes through it. Both tracks will feature in any subsequent accountability process.

Hengaw's five-day publication delay is itself a data point. The organisation has published on a regular cycle since the war began. Delays correlate with access restrictions inside Iran, not with a lower toll.

Deep Analysis

In plain English

Iran struck Kuwait's main oil refinery for the third time and also hit a water purification plant. The water plant matters more: in Kuwait, most drinking water comes from plants that remove salt from seawater. Attacking those plants threatens ordinary people's access to clean water, not just energy supply.

Deep Analysis
Root Causes

Iran's targeting of Kuwaiti infrastructure reflects its strategic calculation that raising the cost for Gulf states hosting coalition forces will create political pressure for those states to distance themselves from the US campaign.

Kuwait, like the UAE, hosts critical US logistics infrastructure; Iran is attempting to make that hosting unacceptably costly.

Escalation

Highly escalatory. The targeting of desalination infrastructure crosses from energy disruption into civilian life support targeting. Kuwait may face pressure from its population to seek accommodation with Iran, which would further erode the Gulf coalition supporting US operations.

What could happen next?
  • Risk

    Sustained desalination targeting in Kuwait (and potentially UAE or Saudi Arabia) poses a direct civilian welfare threat that could fracture Gulf political support for the coalition.

    Short term · Medium
  • Consequence

    Third strike on Mina al-Ahmadi suggests Iran has persistent targeting capability against the refinery despite coalition air defences; production disruption is increasingly likely.

    Immediate · High
  • Precedent

    Targeting of desalination infrastructure in an armed conflict, without triggering a specific IHL response, extends the permissive norm established by the Yemen campaign.

    Long term · Medium
First Reported In

Update #57 · Bridge strike kills eight; Army chief fired

Hengaw Human Rights Organisation· 3 Apr 2026
Read original
Causes and effects
Different Perspectives
Sanctions compliance officer reviewing a Lukoil International GmbH bid
Sanctions compliance officer reviewing a Lukoil International GmbH bid
OFAC's amended FAQ 1224 gives a compliance desk its first published standard: full severance from Lukoil and a US-jurisdiction blocked account for sale proceeds. The conditions name neither ISAB nor Italy, so a Priolo Gargallo-linked bid answers a different question than a Neftochim Burgas or Petrotel Ploiesti one.
Managed-money funds on Brent Last Day
Managed-money funds on Brent Last Day
CFTC data for the week to 21 July showed managed money flipping 74,400 contracts to a net long of 15,665 against 1,410 short on the Brent Last Day contract, code 06765T. A fund that held that short through July has now covered it, and the spent short base raises the bar for the next leg higher.
Saudi crude exporters
Saudi crude exporters
Saudi-linked tanker transits through Bab el-Mandeb fell to about 7.5 a day after the 24 July underwriting withdrawal, pushing more barrels onto the longer route round the Cape or through the Yanbu terminal. Every diverted barrel ties up a ship for longer, and a fleet that turns slower charges more.
Tanker owners on the Bab el-Mandeb route
Tanker owners on the Bab el-Mandeb route
Lloyd's-market syndicates withdrew war-risk cover from Saudi-linked hulls on 24 July, leaving owners of that class of vessel to sail Bab el-Mandeb uninsured or not at all. Tanker transits on the route fell to roughly 7.5 a day, and cover, once withdrawn, does not return on a shipowner's timetable.
Eni
Eni
Eni's board approved second-quarter results on 29 July, swinging refining EBIT to a EUR0.08bn profit from a year-earlier loss even as group profit doubled, and named Red Sea freight cost as a cap on that improvement. A refiner absorbing higher shipping costs on Saudi-linked crude while its numbers improve treats the freight line as a drag, not a crisis.
Asian buyers (India, Japan, China, South Korea)
Asian buyers (India, Japan, China, South Korea)
Asian refiners are absorbing 62% of Yanbu's 3.75m b/d flow, the bulk of Saudi Arabia's rerouted crude now clearing east rather than into the Atlantic basin. That destination split leaves Asian buyers more exposed to any single Yanbu-specific disruption than under the kingdom's normal multi-terminal export pattern.