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Iran Conflict 2026
22JUL

Day 145: A second strait closes by radio alone

4 min read
12:09UTC

Houthi forces closed the Bab al-Mandab to Saudi shipping using radio warnings alone, and six ships turned back without a shot being fired. Pete Hegseth put the first official price on the war at $37.5 billion without saying what the figure counts. The American death toll reached 18, and one soldier's status moved from missing to believed dead.

Key takeaway

This week's escalation moved through a radio warning, a Senate figure and an insurance rate, not a weapon.

This briefing mapped
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Yahya Sarea declared Bab al-Mandab shut to Saudi shipping on Monday. Six vessels, among them the Chinese supertanker Xin Long Yang, had turned round inside 48 hours without a shot fired.

Sources profile:This story draws on mixed-leaning sources from United States and Qatar
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Yemen's Houthi forces declared the Bab al-Mandab Strait shut to Saudi shipping on Monday 20 July, using open radio warnings alone. Six vessels, among them the Chinese tanker Xin Long Yang, changed course inside 48 hours with no boarding, missile or shot fired.

Operation Aspides, the EU's Red Sea protection mission, still rates the threat as live. Roughly a quarter of world container traffic passes this strait, so a radio warning now diverts tankers as effectively as gunfire once did. 

Pete Hegseth gave the Senate Appropriations Committee the first official cost of the Iran campaign, $37.5 billion, and no basis for what the number counts.

Sources profile:This story draws on mixed-leaning sources from United States
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Pete Hegseth told the Senate Appropriations Committee on Tuesday 21 July that the Iran campaign has cost $37.5 billion. He gave no breakdown of obligated, appropriated or incremental spending, the first official price tag Washington has put on the war.

Russell Vought's 24 June letter to Congress separately sought $87.6 billion overall, with $67 billion covering Defence spending tied to Iran. No markup or vote date has been set for either figure. 

Brent reached $92.09 on Wednesday morning, a fourth straight daily gain, while war-risk premiums of 3% to 10% of hull value keep legal cargo sitting where it is.

Sources profile:This story draws on mixed-leaning sources from United States, United Arab Emirates and 1 more (includes United States state media)
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Brent Crude reached $92.09 on Wednesday 22 July, its highest since 11 June and a fourth straight daily rise. War-risk premiums for a Strait of Hormuz transit now run 3% to 10% of hull value, up from 0.25% before the war.

The Lloyd's Market Association says cover remains available, so price rather than capacity idles tankers. Goldman Sachs treats $120 as a contingent Q4 case tied to prolonged Hormuz disruption, against a base case of $80 in Q4. 

Sources:CENTCOM·The National·Bloomberg·Reuters

Statement No. 22 from Kuwait's electricity ministry records a fourth consecutive day of strikes on power and desalination stations, with fires at several of them.

Sources profile:This story draws on neutral-leaning sources

Kuwait's Ministry of Electricity, Water and Renewable Energy issued Statement No. 22 on Tuesday 21 July, recording power and desalination stations struck for a fourth consecutive day. Strikes hit the Shuaiba complex twice within those same two days.

Because Kuwait makes drinking water from the same turbine halls that generate electricity, repeated strikes threaten both supplies together. Households remain on voluntary rationing, a step the ministry ordered after Shuaiba's earlier hit, not after Tuesday's statement. 

Iranian state media put the IRGC's 24th wave on four Gulf bases. Kuwait's own defence ministry statement uses only the word for interception, and names none of them.

Sources profile:This story draws on neutral-leaning sources from Russia and United States
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At 21:45 Tehran time on Tuesday 21 July, Iranian state media claimed strikes on four bases. It credited the Islamic Revolutionary Guard Corps (IRGC) and Artesh with destroying radar and Patriot systems at sites in Kuwait and Bahrain. Kuwait's defence ministry never named those sites, describing only interception.

Colonel Saud Abdulaziz Al-Otaiwan's own statement put the tally at four cruise missiles and 21 drones intercepted since dawn Wednesday 22 July. Neither host government has confirmed a single installation lost. 

Sergeant Angel S. Rampersad, 28, of Ozone Park, was carried as missing for four days after the strike on Muwaffaq Salti Air Base. The Pentagon now believes him dead.

Sources profile:This story draws on centre-leaning sources from United States
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The Pentagon updated Sergeant Angel S. Rampersad's status from Duty Status Whereabouts Unknown to believed deceased on Tuesday 21 July, four days after the attack on Muwaffaq Salti Air Base. Pentagon officials call the finding presumptive, pending recovery and identification.

Rampersad's case sits apart from the confirmed deaths of Private Isabella Gonzales and First Lieutenant Tyler James Feehan, named the day before. His reclassification takes the American death toll to 18, up from 17. 

The State Department's second worldwide alert in three days warns that Iran-aligned groups may target Americans anywhere, and cites a Jordan casualty toll Washington revised the same evening.

Sources profile:This story draws on neutral-leaning sources

The US State Department issued a Worldwide Caution security alert on Tuesday 21 July, warning that Iran and Iran-aligned groups may target American interests and citizens anywhere. It is the department's second such worldwide instrument in three days, after the first on 18 July.

The alert cited the Jordan attack as two dead and one missing, a toll that changed within the same day once Sergeant Angel S. Rampersad's status moved to believed deceased. 

Iranian outlets report rolling outages across six provinces and fuel-card quotas raised from 25 to 35 litres, with petrol queues long enough to draw a public judiciary complaint in Hormozgan.

Sources profile:This story draws on neutral-leaning sources

Iranian outlets report rolling power and water outages across six provinces, including Khuzestan, Alborz and Tehran. A roughly 200-megawatt weekly rise in summer peak demand drives it, not strike damage. Tavanir, the grid operator, runs scheduled cuts in several of them.

Fuel-card quotas have risen from 25 to 35 litres a fill across fifteen provinces, including Hormozgan. Petrol queues there grew long enough for the provincial judiciary chief to press the oil ministry in public. 

Sources:Eghtesad Online·Ecoiran·Entekhab
1 Eghtesad Online2 Eghtesad Online3 Ecoiran4 Entekhab

Thirteen foreign airlines have pushed their Gulf suspensions out to October after EASA advised European carriers to avoid four countries' airspace. Etihad is still flying from Abu Dhabi.

Sources profile:This story draws on right-leaning sources from Türkiye
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Thirteen foreign airlines have extended suspensions of flights to the United Arab Emirates, Bahrain, Kuwait and Qatar through October. The European Union Aviation Safety Agency issued the trigger bulletin on 14 July, advising carriers away from all four countries' airspace.

Etihad Airways has not grounded its network. As of Monday 20 July it kept flying most routes from Zayed International Airport, cancelling only Kuwait and Bahrain services. Booking suspensions to October signals carriers expect the war to outlast summer. 

ISW assessed that the IRGC's public thanks to 'the Jordanian people' for targeting intelligence is a cover story, meant to counter reporting that Russia and China are helping Iran aim at Americans.

Sources profile:This story draws on mixed-leaning sources from Israel
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The Institute for the Study of War (ISW) assessed on Monday 20 July that Iran's thanks to "the Jordanian people" is a cover narrative. The Islamic Revolutionary Guard Corps (IRGC) issued that thanks for intelligence aiding its strike on the Azraq area and Aqaba Airport.

ISW reads the gesture as countering reports that Russia and China are helping Iran target American assets. Jordan's government has neither confirmed nor denied the claim, staying silent on an assessment about its own population. 

Jordan's armed forces downed three Iranian missiles on Tuesday with no casualties or damage, a separate engagement from the interception two days earlier.

Sources profile:This story draws on mixed-leaning sources from United States
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Jordan's armed forces downed three Iranian missiles on Tuesday 21 July, with no casualties or damage reported. The engagement was separate from the 19 July interception, when Jordanian air defences stopped most of a wave fired at Muwaffaq Salti Air Base.

Amman keeps publishing these counts while hosting American air defence units on its eastern desert. Two clean interceptions in three days, at the base where American soldiers died last week, leave Jordan absorbing strikes aimed at forces it houses. 

Sources:CNN Arabic
Closing comments

Sideways. The clearest tip point is whether the Houthi embargo produces an actual interception or boarding rather than a radio warning; Riyadh has already pressed Washington to lift the Hormuz blockade specifically to remove Tehran's incentive for the Houthis to escalate beyond hailing calls. A second is domestic: Vought's 24 June letter sought $87.6 billion including the $67 billion defence component already on the books, and a congressional vote fixing Hegseth's $37.5 billion into an obligated line would convert a spoken estimate into a budget commitment, a decision point as consequential to the war's trajectory as any Gulf strike.

Different Perspectives
Kuwait's Ministry of Electricity, Water and Renewable Energy and defence ministry
Kuwait's Ministry of Electricity, Water and Renewable Energy and defence ministry
Kuwait reported power and desalination stations struck for a fourth consecutive day and four cruise missiles plus 21 drones intercepted since dawn Wednesday, while its defence ministry statement used only the word interception, never destruction. Kuwait has confirmed no Iranian claim of a destroyed base.
Saudi Arabia
Saudi Arabia
Riyadh has pressed Washington to end the Hormuz blockade specifically to remove Tehran's incentive for the Houthis to escalate Bab al-Mandab beyond radio warnings. It treats the embargo as coordinated pressure on Saudi shipping tied to the Hormuz campaign, not an independent Yemeni action.
Iran's IRGC and Artesh
Iran's IRGC and Artesh
Iran's IRGC and Artesh reported destroying radar and Patriot installations at four Gulf bases on Tuesday night, the fifth dated iteration of the same claim against the same sites since 13 July. Neither Kuwait nor Bahrain has named or confirmed a single base as destroyed.
Pete Hegseth, US Secretary of War
Pete Hegseth, US Secretary of War
Hegseth told the Senate Appropriations Committee the campaign has cost $37.5 billion so far, without saying whether the figure is obligated, appropriated or incremental. It is the first cost Washington has put on the war, arriving as OMB seeks $87.6 billion for the wider supplemental.
Operation Aspides
Operation Aspides
Operation Aspides has not needed to intervene against the Houthi Bab al-Mandab embargo: six vessels, including the Chinese VLCC Xin Long Yang, reversed course after radio hailing alone, with no vessel boarded, fired on or stopped by force.
Jordan
Jordan
Jordan's armed forces downed three Iranian missiles on Tuesday with no casualties, a second successful interception since the 19 July strike on Muwaffaq Salti that killed three US service members. Amman has neither confirmed nor denied ISW's assessment that its intelligence sharing is a Russia-China cover story.