
RAPIDAN: “.. two weeks into the war, Tehran's leadership has consolidated, forces have dispersed and absorbed strikes without decisive degradation, and Iran is shaping traffic through the Strait of Hormuz on its own terms. The regime sees no pressure to exit ..” @RapidanEnergy https://t.co/RXkDMLQ4DM
From Kupyansk to Zap we now have cases of drone-assault units having success. There are different approaches. But drone-enabled mechanized assault is working on making a comeback.

(NYT) - The U.S. Embassy in Baghdad urged all American citizens to leave Iraq immediately on Saturday after the embassy was attacked overnight for the second time since the war with Iran started. @nytimes https://t.co/wO7HSobOIs https://t.co/mmQWsGf65e

"Iranian Foreign Minister Abbas Araghchi on Saturday said the Strait of Hormuz is open and that the strategic route is only closed to the US and Israeli vessels" Are ships and tankers moving? If not, then where is the problem? Look...
If France is willing to send troops to support Lebanon’s army, the country might finally rid itself of Hezbollah. A big if.

🚨Mar 14 Hormuz Update🚨 1️⃣Confirmed attacks: 20 2️⃣Attacks last 24 hrs:0 3️⃣Passage last 24 hrs: 2 4️⃣Average passage: 138 5️⃣Electronic interference: widespread https://t.co/nQ4ZTet45o

Let's talk about how this works as it will not be a unified convoy operation, probably. If it is like the Red Sea, then they will escort the ships they have a national interest in, only. https://t.co/FxZMYvlZSu
Not nasty — prescient. Our Battlespace and Barrel Flow report modeled 7- and 30-day Hormuz closure scenarios (among others) in June 2025 because the risk was real and our clients needed to be prepared. No one's enjoying this.
It costs the U.S. 4 million dollars to use an interceptor to stop a $40,000 drone projectile out of Iran and we are about to run out of interceptors that protect much of the world's oil supply. Trump's people had absolutely...
This is why China wants to shut down AI and data centers in the west, and will spend an infinite amount of money to do so. If we’re going to cure cancer, it’s going to be AI that does it
Five US Air Force Refueling Planes Hit in Iranian Strike on Saudi Arabia, WSJ Reports https://t.co/Ahgy1YmGnx #groundnews via @Ground_app
Ugly game theoretics at play in Iran. Teheran has found its pain point in Hormuz, Russia is happy as it gets to sell its 'sanctioned oil', China is flapping like a kite in a hurricane, Europe has an incentive to...

Iran has not asked anyone for help, they are fighting alone… The Trump regime is bombing Iran along the Netanyahu regime with cooperation from the UK, France & some Gulf countries. But Trump is now crying for more countries to...
U.S. forces struck Kharg Island after seeing "indications" it might be reinforced with Iranian defenses, a U.S. official with knowledge of the operation says. The strikes, the official said, were designed to eliminate that possibility.
we will REINDUSTRIALIZE + win the production war 🇺🇸 less than a year later, we're opening Factory 4 by @HadrianInc in... Alabama making the most cutting-edge American defense tech will be there Fri March 20. can't wait.
“The battlefield is the ultimate arms exhibition. Countries that spend billions of dollars on military equipment…Every destroyed radar, every neutralized air defense battery, and every successful penetration of an air defense network sends a signal to the global defense market”
Schmuel bar underestimates how much disruption Iran can still inflict @clairlemon His long-term view is sound but his short-term perspective is too confident that Iran's regime will fold.
We're told Russia has always been good at electronic warfare. Russia has been bogged down in Ukraine for four YEARS by drones, etc. US investors believe drones, etc. will not keep Hormuz closed much longer. Here's what happens if Hormuz stays closed for...

2 weeks in and Trump finally has a goal for his war, and a strategy: --> Trump's goal for his war is to reopen the Strait of Hormuz --> Trump's strategy is do that by 'hoping' China and others send ships https://t.co/qPNqIFfEk9

“We have already destroyed 100% of Iran’s military capability” and “but it’s easy for them to send drones, drop mines, or shoot missiles” https://t.co/rFsTB96ha4

Trump's attack on Kharg was an act of desperation He needed a quick "win" to offset the perception that he's lost control of the war Opening Hormuz could take months or longer Oil & financial markets won't wait The War IS out of his...

Via the FT. India had seized the Iranian tankers in alignment with the US’ campaign to crack down on flows of sanctioned Iranian oil. https://t.co/SDTJmAkK6R
For idiots w/either short memory or lack of historical curiosity/sophistication, a reminder that Sadam w/U.S. support invaded S. Iran in 1980 to grab a contested area thinking that it would be a "matter of days" w/an Iran "weakened" by...

Breakdown of @POTUS statement: 1️⃣Allied warships took over the Red Sea after Operation Prosperity Guardian in Yemen. Shipping traffic did not return. 2️⃣If they can still send a drone, mine or missile, than you have not destroyed 100%. While the...
So let’s see if I got this right: The White House had anticipated (and prepared) for Iran to close the Strait of Hormuz. And part of that response is for the President to ask via social media geopolitical foes like...

The response after Kharg Island? Some oil loading operations in the UAE port of Fujairah, just outside the Strait of Hormuz, have been suspended after a drone attack and fire on Saturday morning. https://t.co/rhA5ofo80y https://t.co/SkhA67PyzU
“Never interrupt your enemy when he is making a mistake.” – Napoleon Iran threatening Ukraine only reinforces why many Gulf states are seeking Ukraine’s expertise after years of defending against Iranian drones and Russian missiles now being used against sovereign countries...

Trump confirms that 5 refuelling planes were affected when Iran bombed an airport in Saudi Arabia as reported by the Wall Street Journal… However, he insists the planes were not damaged…. Well, it’s a sign that a lot of damage...
Iran telling civilians to get out of UAE ports. After the attack on Kharg. What will it mean to maritime, the Strait, and oil?
Good thread on 4 major crises that Trump faces after stating the war. One question: if Trump does just declare victory and end it just to get us out alive, will the Iranians end it? Seems likely they’d just keep...
Trump Warns Iran’s Oil Lifeline at Risk After Major U.S. Strike on Kharg Island https://t.co/Z3xrAY5dPF

Mojtaba Khamenei’s message to neighbouring countries contained in a long missive posted today — Close down the US bases or face continuing attacks from Iran. Full post here: https://t.co/1a5kYUwIts https://t.co/ubVQ0YNSHV
The problem isn’t preemptive strikes @tobe_duru It’s the lack of scenario planning Things in war will go wrong. What was the plan for when they do? It seems that every action assumes only the success case.
We need to start warning Israel against the use of a nuclear weapon against Iran. They need to be told in stark terms that any such move will lead to America becoming Israel’s explicit enemy.

One thing I distinctly recall learning in my war college Strategy & Policy course (a military history overview) is the concept of "death ground" - that if you put an enemy in a position that threatens annihilation, they often do...
The Iranian navy is destroyed, but the Strait of Hormuz remains blocked. Air power can't eliminate drones, and there's no one left in Tehran with authority to surrender. 🔒 Members-Only https://t.co/guTcPpmja7

Re-up! What is the air campaign endgame in #Iran ? Analysis #IranWar #Defence https://t.co/qhtkN3j2VB https://t.co/GzRVfG4kVp
Extra concerning, considering the Houthis were the first target of Hegseth in his new role and we know how that went (and it's sounding all too familiar...): --> started with bravado and dumb name: "Operation Rough Rider"; Hegseth saying the goal...
Iranian tankers back to loading at Kharg this morning despite yesterday’s US strikes on the island, which currently stages the vast majority of Iranian exports.
What Trump could have said and what every normal person would have said: “Today we learned that a US strike has killed more than 180 people at a school in Iran, most of them children. Our investigation is still ongoing, but...
The Economist: Taiwan’s bid to export drones free of Chinese parts is taking off—The island’s unmanned aerial vehicles are already in use on Ukraine’s front line https://t.co/0WgU5M7FCu
Iranian media reports that Kharg Island was struck 15 times by explosions. The targets were the island’s air defense systems, a naval base, the airport control tower, and a helicopter hangar.
“This is pushing a thriving city that prided itself on its digital sophistication back into the Stone Age.” @NastyaStognei on Moscow’s mobile blackouts, which have shut down almost all traffic as Russia seeks to control the internet: https://t.co/n8DhjD4Z27
The attack on the US embassy in Baghdad destroyed its air defense system - Iraqi Security Sources cited by Al Jazeera https://t.co/Dc5dksvdCb
Iran has stated it will allow tankers through the Strait of Hormuz - but only for shipments paid for in Chinese yuan rather than US dollars. The dollar is THE standard currency of the fossil fuel trade. Iran didn’t just announce...
China says US attack on Iranian elementary school "crosses the line of human morality." https://t.co/pcQfdX0fkb
Giorgia Meloni: "Italy will withdraw the army from US led adventure in Middle East and will not participate in the war against Iran" https://t.co/x1YgtP4TM1
What a coincidence the Marine Corps posted this tonight, after news of a deployment to the Middle East earlier today ...
A weakened Iran regime will build a bomb, writes @citrinowicz Its threshold deterrence failed, so a nuclear weapon is its only future option, Teheran reasons US tactical wins ==>>higher strategic risks https://t.co/HoMF2AHa5U #IranWar #NuclearStrategy #Geopolitics #MiddleEast
“U.S. officials, however, say privately there are no plans to withdraw forces—more Marines and warships are headed to the region—and some expected the fighting to last weeks or longer. Another scenario, the officials said: Trump simply declares victory and calls it...