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Iran Conflict 2026
26JUL

Iran hits Jordan and three Gulf states

2 min read
12:01UTC

Iran fired ten missiles at Jordan's Azraq base on 9 July and struck Bahrain, Kuwait and Qatar the same day, the war's widest single-day spread, yet oil and Washington's paper trail both stayed flat.

ConflictDeveloping
Key takeaway

Iran struck four countries in a day and threatened the UAE, yet Washington's paper and oil both stayed flat.

Iran fired ten ballistic missiles at Jordan's Azraq air base, which hosts US troops and aircraft, on 9 July; Jordan reported eight intercepted and no casualties. 1 The same day the Islamic Revolutionary Guard Corps (IRGC) struck Bahrain's Fifth Fleet headquarters, Kuwait and Qatar with one-way attack drones and missiles, and targeted a Patriot interceptor battery, a mobile surface-to-air missile unit, on Qatari soil. 2

Jordan is the first non-Gulf, no-coastline partner drawn onto the strike map, extending a retaliation that through 8 July had run as a US-Iran and Gulf-coastal exchange . Bahrain's interior ministry ordered residents to shelter and sirens sounded, while Kuwait shut its Flight Information Region (FIR), the block of airspace it controls, to all but vetted arrivals. 3 The IRGC named the United Arab Emirates (UAE) as its next target if US strikes continue. 4

Two systems that normally price escalation stayed still. Across 8 to 10 July The White House signed only an aircraft-tariff proclamation, unrelated to the war it was prosecuting, and nothing on Iran. 5 Trump had already called the 16 June ceasefire memorandum over , but a Truth Social line is not a signed instrument.

One reading holds the flat signals correct: Jordan stopped eight of ten missiles, no one died, and the Doha channel is paused rather than dead. 6 Aviation authorities lean the same way, reopening Qatar's Doha FIR to near-normal within a day and leaving Kuwait's as the only Gulf airspace still shut. 7 The named Army dead and the strait's near-closure still show real cost accruing inside that bounded exchange, so "contained" reads as a market bet rather than a settled fact.

Deep Analysis

In plain English

Iran's paramilitary Revolutionary Guard Corps, known as the IRGC, fired missiles and drones at four countries in a single day: Jordan, Bahrain, Kuwait and Qatar, and warned a fifth, the United Arab Emirates, that it could be next. What makes this notable is Jordan, since unlike the Gulf states it has no coastline on the waterway Iran has been fighting over and no direct role in the standoff. It was hit simply because it hosts American troops and aircraft at Azraq air base. Jordan's air defences shot down eight of the ten missiles fired at it and nobody was killed, but the message was clear: any country that hosts US forces is now a potential target, whatever its relationship to the original dispute.

Deep Analysis
Root Causes

Jordan's exposure is structural, not political: Azraq hosts US aircraft under bilateral defence arrangements that predate this conflict and have nothing to do with Hormuz, oil transit or the Gulf littoral dispute driving the rest of the war.

Once Iran treats hosting US forces as the qualifying condition for a target, rather than bordering the Gulf or profiting from the blockade, every basing partner from Jordan to a prospective UAE becomes reachable regardless of its role in the underlying dispute.

The same logic explains the explicit UAE threat. Abu Dhabi has no direct stake in the Hormuz standoff but hosts US forces, which is now sufficient grounds for inclusion on Iran's list.

Escalation

Untested: the IRGC has named the UAE as a fifth target but has not yet struck it. Whether that threat is acted on will show whether Iran is still expanding geographically or has reached the edge of its intended spread.

What could happen next?
  • Precedent

    Iran has established that hosting US forces, not Gulf geography, is now the qualifying condition for inclusion on its target list.

  • Risk

    A struck UAE would be the fifth country hit in the current wave and the second, after Jordan, with no direct Hormuz stake.

First Reported In

Update #151 · Iran widens war to Jordan; oil shrugs

The Times of Israel· 10 Jul 2026
Read original
Different Perspectives
Hormuz shipping and insurance market
Kpler, Lloyd's List and S&P Global each independently put Strait of Hormuz transits at a seventh to a sixth of pre-war levels, against CENTCOM's own position that the strait remains open for transit. War-risk premiums rose from 0.25% to 3-10% of hull value in mid-July and have held steady since.
Pakistan (with China)
Pakistan (with China)
Iran's interior minister met Pakistan's army chief in Islamabad on 25 July, his second visit in ten days, with China separately pushing the same track; Islamabad's stated precondition, a halt to Gulf attacks, broke within hours when the Houthis struck Yanbu and Jazan. The channel inherits Baghdad's opening without yet fixing what broke it.
Saudi Arabia
Saudi Arabia
Saudi Arabia absorbed Houthi strikes on Aramco-linked sites at Jazan and Yanbu on 25 July without confirming them, while holding a 30-year civil nuclear agreement Trump made conditional on joining the Abraham Accords two days after signing it. Riyadh is fighting on one front while being asked to concede on another.
Iran (state security leadership)
Iran (state security leadership)
Iran's security chief said strikes continue until the enemy's "total surrender", and no IRNA, Tasnim or Fars report carries any stand-down language to match Washington's pause. Tehran reads the halt as "strategic decision-making fatigue", not a restraint it needs to reciprocate.
Washington (Pentagon and White House)
Washington (Pentagon and White House)
A Defense Department source called the bombing halt "on a hold", Pentagon spokesman Sean Parnell insisted the US "retains a deep arsenal of capabilities", and the White House credited "successful sanctions" and thirteen days of strikes for the same pause. Three explanations from one government suggest none of them is the whole one.
Oil traders
Oil traders
Sent Brent down 2.29 per cent to $98.38 a barrel on reports that mediation was reviving, moving the price on CENTCOM's quiet night rather than on Trump's same-day promise of a bigger operation with no deadline attached.