CDT and ACLU Defend Anthropic Against DoD Supply-Chain Risk Label
CDT Joins ACLU in Amicus Brief in Support of Anthropic as it Challenges its DOD Designation as a “Supply-Chain Risk” https://t.co/yGYmri0D7d
Hundreds of Sailors Lost Berthing in USS Gerald Ford Fire
Can confirm reporting here that hundreds of sailors lost their berthing in the fire aboard the USS Gerald Ford, per two U.S. officials familiar with the issue.
Drones Strike Majnoon Field, Iraq Faces Escalating Threat
Lots of attention on the GCC - but as drones hit the Majnoon field, what does the war mean for Iraq? A very dangerous time ahead https://t.co/nO2Yr3HQde @ColumbiaUEnergy
Considering Adding Insightful Data to Hormuz Crisis Dashboard
I am debating putting this into the BCA Hormuz Crisis dashboard... for the "it's all connected" crowd... Thoughts? https://t.co/d3bt7kTRvZ
Iran's Growing Grip Threatens Strait of Hormuz Traffic
Some Ships Are Eastbound and Down from the Strait of Hormuz | March 16, 2026 1⃣Star Gwyneth Sails Through 2⃣Greek Tankers Set to Run 3⃣Iran May be Verifying Ships 4⃣Allies Rebuff Trump Request for Escorts 5⃣Has Iran Gained Control of the Strait? Video: https://t.co/ztLPpT7oYf https://t.co/iwTzLQlwoa
Growlers Deploy Buggy New Jamming Pods in Iran Strikes
EA-18G Growler With Split Load Of New And Old Jamming Pods Seen Supporting Iran Strikes A Pentagon report says the new pods are still having significant teething issues even though they are being used in active conflicts. https://t.co/5jlBt3Hm2w
MacDill AFB Reopens Main Gate After Bomb Threat
Just in: MacDill Air Force Base, home of @CENTCOM, @USSOCOM, the 6th Air Refueling Wing and a host of other commands and mission partners, reopened its main gate after a bomb scare. https://t.co/0q5XkWReog
Iran May Withhold Capacity to Threaten Hormuz Energy
Either Iran is holding back capacity in order to threaten Hormuz and Gulf energy production... or... https://t.co/JSjToWxeDQ
US Shows Strike Footage, Hides 1,348 Iranian Civilian Deaths
The US has released new footage of strikes carried out on Iran. What the US fails to advertise is that at least 1,348 Iranian civilians have been KILLED since the war started. https://t.co/N7iPfNs9zd
Iran's Potential Straits Ban Targets Only US, Israel
It’s rumoured that Iran will let any other country’s ships through the Straits apart from the US or Israel. Now THAT would be a boss move
BCA Research Opens Gulf War Dashboard to Everyone
On a recent Geopolitical Cousins episode I mentioned that BCA Research has opened its Gulf War dashboard to all users, including non-clients. Below is the promised link. Let us know if you'd want us to include some other data here....
Diplomatic Visit to Xi Delayed by Gulf Troop Deployment
can’t travel to beijing to meet with xi if it’s right after troops arrive in the persian gulf for a ground incursion.
Senator Warren Urges Pentagon to Block xAI Classified Access
Warren presses Pentagon over decision to grant xAI access to classified networks https://t.co/SJUnh0UOHc via @techcrunch
German Minister Denies Involvement, Underscores Trump’s Limited Sway
German Defense Minister Boris Pistorius on the US-ISRAELI WAR IN IRAN: "This isn’t our war and we didn’t start it." THIS IS PRECISELY WHY TRUMP HAS NOT BECOME A SUCCESSFUL PIED PIPER. https://t.co/qxwvC1PzIG
Air Force Postpones B‑52 Radar Upgrades Amid Cost Overruns
The Air Force has adjusted its B-52 radar upgrade plans, pushing some capability (and the radome redesign) out for future increments amid delays and cost overruns: https://t.co/8C4uYpv0UU
Germany Declares Hormuz Conflict Not Its War
The Chancellor of Germany has responded to President Trump’s request for help in opening the Strait of Hormuz… In simple English he said: “That war is not our war and we won’t be involved.” Germany is the LARGEST & RICHEST...
Europe Rejects Trump's Unconsulted War on Iran
europe wants nothing to do with president trump’s war on iran. they don’t understand the aims, see the costs as extraordinary and weren’t asked about it before the missiles started flying.
Iran's Hormuz Blockade Challenges Trump and Israel
Iran’s Hormuz blockade is its most powerful card against Trump and Israel. It won’t back down easily, I write for @guardian on the divergence of US political and military objectives: https://t.co/NGYTJl2Wya
Discussing Strait of Hormuz on Telegraph Podcast, Previewing Statecraft
Had the pleasure of joining the @Telegraph Battlelines Podcast today for a discussion on the Strait of Hormuz and my forthcoming book, Statecraft: https://t.co/L5zYIEHQpO
Italy Seeks ITU Extension After 2025 Gapfiller Loss
Italian @MinisteroDifesa to launch Sicral 3A & 3B milsatcom satellites on @SpaceX Falcon 9s in mid- and late-2027, asks @ITU for deadline extension following loss of gapfiller sat in 2025 that was to have reserved the spectrum. @Thales_Alenia_S @telespazio.https://t.co/JAq9HbXWwy https://t.co/fNQxtLFeoI
CENTCOM Fact Sheet Reveals 6,500 Flights, 7,000 Targets
New CENTCOM fact sheet has a touch more detail 6,500+ combat flights, 7,000+ targets struck. Lists some more aircraft involved (V-22s?) https://t.co/oLJ9Nl1dOg
Over 200 U.S. Troops Wounded in U.S.-Israeli Iran Campaign
NEW: The number of U.S. troops who have been wounded or injured during the U.S.-Israeli campaign against Iran now exceeds 200 across seven countries, U.S. officials say, providing the most detailed accounting yet of how American personnel have been put...
Iran’s Alleged Tanker Fees Undermine Claims of Resilience
Lots of pessimists are hanging their hat on Iran being "tough" and "resilient." And yet, there are rumors all over of IRGC essentially letting VLCCs go through... for a fee. Hormuz is either shut or it is not. You're not...
Cheap Drone Defenses Drive Expensive Russian Strike Packages
Many of the early countermeasures to cheap OWA drones are also relatively cheap, such as mobile machinegun teams. This requires the modernization of the drones, employing them in greater numbers, and new methods of employment to overcome cheap countermeasures, which...
NATO Plans Boosted Missile Defense in Turkey Amid Iran Threats
NATO is looking into reinforcing further its ballistic missile defense capacity in Turkey against threats from neighboring Iran, according to people familiar with the matter https://t.co/AlRLpSnUZz via @SelcanHacaoglu @AfPalasciano https://t.co/xyotcPWyxM
Iran's First Direct Strike on Oil/Gas Field
I believe this is the first sucessull Iranian attack against an **oil / gas field** since the war started (previous strikes against oil facilities involved refineries, terminals, and storage tanks). (Althought the tweet calls it an oil field, it likely...
PNE Creates Underground Explosion, Forming the SEDAN Crater
This is very, very funny--but also the way a PNE works is that one explodes the device underground to make a crater. That's what the SEDAN crater is. https://t.co/Nn2cliua8J
AI Hackers Nearing Proficiency; Defense Requires Collective AI
AI models are getting better at hacking. Surprisingly (to me) they're still not world class hackers. But on this pace they could be within a year or two. As I've said recently, the way to defend against this is at...
Iran Controls Key Chokepoint, US Planners Overlooked It
It is clear that Iran is in control of one of the world's greatest choke points. Apparently, the US military planners failed to see what is CLEAR AS A NOSE ON YOUR FACE. https://t.co/mGgjrf1ZGW
Seizing Kharg Island Would Checkmate Iran’s Oil Revenue
Taking Kharg Island (variety of ways) "kind of checkmate" - General (ret) Jack Keane, Chairman @TheStudyofWar , on @FoxNews "The Straits of Hormuz eventually will be a problem that will be solved, but not immediately. Kharg Island; Kharg Island,...
NightBeacon Slashes SOC Alert Fatigue, Boosts True Positives
New blog post I just wrote: How NightBeacon Cuts SOC Alert Fatigue Without Replacing Analysts Blown away at how fast it's learning, not only false positive reduction, but the quality of interpreting true positives, enriching data, going in and pulling additional...
Iran Drone Strikes Halt Dubai's Busiest Airport
Iran has launched drone strikes on Dubai International Airport. The BUSIEST airport in the world, with 95.2 MILLION passengers, has now SUSPENDED ALL FLIGHTS. https://t.co/nkHDA8z9yJ
Ukraine's Sting Interceptor Could Halt Iran Drone Assault
Defenses in the Persian Gulf are collapsing as Iran continues large drone attacks, but there's a country that already has the answer. Enter Ukraine's Sting interceptor. Note: name correction at the end 📸: Wild Hornets #drone #iranwar #geopolitics
China's Military Gear Proves Inferior in Recent Wars
Like I wrote about last week, China's military equipment has been shown to be inferior in multiple recent and ongoing conflicts. https://t.co/zXE50ZTq1t
ABS Adoption Hits Critical Mass, Removing Human Calls
I'm so glad we're getting ABS. I think we've finally hit critical mass for people to agree it is needed. I'm ok with taking humans out of strike zone calls altogether
Iran's War Weakens Its Power, Boosts Regional Security
I fully agree. Iran will emerge from this war weaker. The United States, our forces in the region, Israel, and our partners will ultimately be more secure. Iran’s nuclear and military capabilities, its long-held assumption that it could build forces...
Germany and UK Resist Expanding Middle East Conflict
Middle East war live: Germany and UK refuse to be drawn into wider war https://t.co/MACvJwo5KK via @ft
Germany Rejects Trump’s Call for NATO Warships
Allies Push Back On Trump’s Demand They Send Warships To Strait Of Hormuz Germany on Monday flatly rejected Trump's demand that NATO allies send naval vessels to help protect shipping in this strategic waterway. Back to updating live: https://t.co/9CGuuJp9dQ
Traditional Arms Still Dominate Amid Tech Startup Hype
War Doesn’t Belong to U.S. Weapons Startups Yet Defense tech companies argue that warfare is changing rapidly—but the current conflict is using mostly traditional weapons. https://t.co/eyALpB6CWW
Israel Prepares Minimum Three‑Week War, Intensifies Iran Airstrikes
Israel says it has plans for at least three weeks of war as airstrikes pound Iran https://t.co/hRP2oqGdPd
Spain Eyes Airbus Space for NG3 After NG2 Failure
Spain's @Defensagob, #Hisdesat on verge of selecting @AirbusSpace to replace Airbus SpainSat NG2 sat, which failed 5 wks after launch from 'impact of high-energy space particle in critical area of satellite.' SpainSat NG3 replacement could launch in 2030.https://t.co/l5TJ7Tc01C https://t.co/nHIzh6iWXD
He Expands on US Service Deaths Commentary
This is broader commentary than he gave last night — when asked about the deaths of US service personnel.
Israel Says It Shot Down Iran’s ‘Force One’ Aircraft
Israel Claims Destruction Of ‘Iran Force One’ The Iranian government’s Airbus A340 had been part of an exodus of Iranian state-operated aircraft to Oman amid Israeli airstrikes last year. https://t.co/K7ChGieT1N
Carlson: No Logical Case Iran War Benefits U.S.
Tucker Carlson on the war in Iran: “At no juncture, have I ever met anybody who has laid out a reasonable, even slightly fantastical, but logical case for how this war will benefit the United States.” https://t.co/fApB1lb4c0
US Air Assaults Exceed Iran’s Finite Pain Tolerance
In conversations with clients and friends (also in reading X takes), it seems like folks underestimate how painful it is to withstand unrelenting, unfettered, strategic and punitive attacks from the air by the US. Iran surely has a high pain...
Trump Exposes Limits of China's Autocratic Influence
A Possible Upside to the Iran War Perhaps inadvertently, Trump is revealing the limits of China’s Axis of Autocracy. It was never an "axis" and China will be fine...much more damage in other quarters... https://t.co/VCer4OGGeb
President's Cute Post Fails to Rally Hormuz Support
The President posted this? If he was actually trying to persuade allies, partners, and others to deploy to Hormuz, this surely is not going to do it. But he obviously thinks this kind of thing is just so cute.
First Non‑Iranian Tanker Sails Hormuz Amid Quiet Approvals
Did Iran just negotiate safe passage through the Strait of Hormuz? The Aframax tanker KARACHI just became the first non-Iranian cargo ship to transit the strait with AIS on since attacks on shipping escalated—raising questions about whether certain vessels are...
KTOS: Undervalued Drone Leader Poised for Margin Surge
KTOS at $87.53 just hit a high-conviction BUY setup. Pure-play leader in autonomous drones, hypersonics & next-gen defense electronics — exactly where DoD is front-loading billions. 12x forward sales while margins are about to expand sharply from development to production scale. Market...
Biden Transforms US Asian Alliances Into Latticework
Nice graphic illustrating the Biden-era shift in the US alliance system in Asia from hub and spokes to latticework. One thought was that it might be “Trump-proof”. This and more on the Chartbook Top Links today. https://t.co/5rn87BajVq