Skip to content
Briefings are running a touch slower this week while we rebuild the foundations.See roadmap
Iran Conflict 2026
4JUN

12,300 Targets Struck; Strait Still Closed

2 min read
11:25UTC

The US has fired more Tomahawk missiles than in any campaign in history and destroyed 155 Iranian vessels. The Strait of Hormuz remains shut.

ConflictDeveloping
Key takeaway

Record-breaking bombing has not shifted Iran's posture or reopened Hormuz.

CENTCOM reported on 1 April that US forces have struck over 12,300 targets and fired 850 Tomahawk cruise missiles in Operation Epic Fury, the most in any single US campaign in history 1. 155 Iranian vessels have been destroyed. B-52 bombers now fly overland inside Iran , a transition from the standoff-only strikes of the war's first 30 days.

The numbers are imposing. The outcome is not. Hormuz remains closed. The toll system operates . Eleven vessels transited on 31 March, 93% below the pre-war baseline 2. ACLED concludes that 'full capitulation remains unlikely' and 'the only clear path to decisive victory would be a change of government' 3. Heavy bombing has reinforced Iran's siege mentality rather than breaking it.

CSIS counts 850 Tomahawks expended 4. The US Navy's total Tomahawk inventory before the war was approximately 4,000. At current consumption, the stockpile question joins Israel's Arrow-3 depletion as a constraint on sustained operations.

Deep Analysis

In plain English

The US has now struck more targets and fired more cruise missiles than in any war in American history. It has also destroyed 155 Iranian naval vessels. Despite all of this, the Strait of Hormuz is still closed. The question this raises is whether more bombing will change the outcome. The evidence so far says no: Iran is firing fewer missiles per day than at the war's start, but it has not changed its fundamental position.

Deep Analysis
Root Causes

The bombing has not changed Iran's strategic calculus because the campaign was designed around target categories, not political outcomes. CENTCOM is striking what it can locate and destroy; Iran's decision to keep Hormuz closed resides in a small number of IRGC commanders whose locations are either unknown or protected by anticipated US domestic opposition to decapitation strikes.

Russia's provision of satellite imagery showing US warship and aircraft locations increases Iran's ability to absorb the campaign by reducing tactical surprise. An adversary that knows where your aircraft are cannot be coerced by those aircraft in the same way as one operating without that intelligence.

The 850 Tomahawk expenditure rate also matters structurally. At pre-war inventory of roughly 4,000, the campaign has consumed 21% of the total supply in 34 days. The US cannot sustain current strike rates indefinitely without accepting munitions constraints that will become visible to Iran and its partners.

First Reported In

Update #55 · The Last Door Closes

Irish Times / Majorca Daily Bulletin· 2 Apr 2026
Read original
Different Perspectives
China
China
Beijing's MOFCOM Blocking Rules constrain OFAC enforcement on the mainland; China has not corroborated Trump's verbal account of any bilateral summit, and the rial's failure to hold its Rubio bounce, combined with the IRGC's stablecoin rail closure, increases Chinese yuan-denominated oil-payment exposure through Hormuz.
Israel
Israel
IDF Chief Zamir said on 3 June there is no ceasefire for his forces even as Israel signed the Washington Lebanon framework requiring Hezbollah withdrawal south of the Litani; a UNIFIL peacekeeper was killed by mortar near Marjayoun on the same day, exposing the gap between the diplomatic framework and a ground advance that has not stopped.
Bahrain
Bahrain
The IRGC struck Bahrain on 3 June as its sirens sounded and its PAC-3 magazine neared exhaustion; excluded from Rubio's 2 May emergency resupply, Bahrain received a 50-round Federal Register notice on 1 June on an 18-month delivery timeline, meaning it is defending the US Fifth Fleet headquarters on the last rounds it has.
Qatar
Qatar
Qatar offered $6bn under OFAC Licence L-2 restrictions and sent Ghalibaf's delegation home empty-handed; the $6bn ceiling is a legal constraint, not a negotiating floor, and Rubio's no-sanctions-relief testimony means Qatar cannot revise it without White House action that has not been requested.
Kuwait
Kuwait
Kuwait expelled two Iranian diplomats within 24 hours of the airport strike, the strongest and fastest Kuwaiti diplomatic move of the conflict, while keeping the full mission in place to preserve a communication channel; it has now invoked Article 51 self-defence, filed a formal protest, and expelled diplomats, exhausting its formal toolkit short of full rupture.
United States
United States
Trump narrated a weekend deal while the channel Rubio described under oath, Khamenei's written-only couriers with a 3-to-5-day lag, cannot answer at that speed; CENTCOM called the airport strike deliberate, calculated and unjustified. The House 215-208 vote gave Congress its first on-record war-powers position against the deployment Trump has run without a signed instrument for 96 days.