Defense Social Media and Updates

Iranian Drone Boat Hits Bahamas‑Flagged Oil Tanker in Iraq Waters
SocialMar 5, 2026

Iranian Drone Boat Hits Bahamas‑Flagged Oil Tanker in Iraq Waters

BASRA, Iraq, March 5 (Reuters) - An Iranian remote controlled boat laden with explosives was used on Thursday to target and damage the Bahamas flagged crude oil tanker Sonangol Namibe anchored in Iraqi waters, according to initial assessments from two...

By Sal Mercogliano
US Doesn't Control Strait of Hormuz, Claim Debunked
SocialMar 5, 2026

US Doesn't Control Strait of Hormuz, Claim Debunked

This is complete nonsense. Literally the only ships I've seen going through the Strait are Iranian and those indicating their crews are Chinese. And we don't "control" the SoH at all right now. Having Sea Control means that you get to...

By Tom Shugart
US Pressures Ukraine to Spare Russian Energy Assets
SocialMar 5, 2026

US Pressures Ukraine to Spare Russian Energy Assets

The U.S. is pressuring Ukraine to avoid striking specific Russian energy infrastructure. As you could imagine, this all has to do with American economic interests. Full Newsletter: https://t.co/XGHjzTaHH8 #ukrainewar #militarystrike #geopolitics https://t.co/lB8qnpN0Kx

By Peter Zeihan
Instant OSINT Forces Governments to Own Drone Damage
SocialMar 5, 2026

Instant OSINT Forces Governments to Own Drone Damage

Govt caginess about actual damage so enemy can refine their strikes next time is not new/surprising (see V1s vs London). But in this time of instant online OSINT and social media BDA (Bomb Damage Assessment) should they work on assumption...

By Tim Robinson
What Does Ukraine’s P1SUN Drone Name Actually Mean?
SocialMar 5, 2026

What Does Ukraine’s P1SUN Drone Name Actually Mean?

I’m on the edge of my seat waiting for foreign operators of Ukraine’s interceptor drone P1SUN to discover what its seemingly purely technical name actually stands for.

By Illia Ponomarenko
Pentagon, Gulf Nations Seek Ukrainian Interceptors Against Iranian Drones
SocialMar 5, 2026

Pentagon, Gulf Nations Seek Ukrainian Interceptors Against Iranian Drones

The Pentagon and at least one Gulf government are in talks to buy Ukrainian-made interceptors to fend off attacks by Iranian drones, ⁦@charles_clover⁩ and @ChristopherJM report https://t.co/hV2ixGhKjx

By Max Seddon
MQ‑9 Reapers Dominate Ground and Naval Strikes In
SocialMar 5, 2026

MQ‑9 Reapers Dominate Ground and Naval Strikes In

MQ-9 Reapers appear do be doing a LOT of the heavy lifting against mobile ground targets and vessels in Epic Fury.

By Tyler Rogoway
AI-Driven Tool Accelerates Iran Strike Planning in Real Time
SocialMar 5, 2026

AI-Driven Tool Accelerates Iran Strike Planning in Real Time

‚As planning for a potential strike in Iran was underway, Maven, powered by Claude, suggested hundreds of targets, issued precise location coordinates, and prioritized those targets according to importance, said two of the people. The pairing of Maven and Claude...

By Franz‑Stefan Gady
US and Israel Dominate Skies over Top Terror Sponsor
SocialMar 5, 2026

US and Israel Dominate Skies over Top Terror Sponsor

"Operationally, the two most powerful air forces in the world, the United States and Israel, are dominating the skies over the world’s largest state sponsor of terror,"

By John Spencer
Warren Vows to Protect Anti‑terror Financing Networks
SocialMar 5, 2026

Warren Vows to Protect Anti‑terror Financing Networks

Elizabeth Warren says she’ll do everything she can to stop dismantling the financial networks that fund terrorism (Iran). Given her track record of stopping things, that’s actually pretty reassuring.

By David Ulevitch
Iran’s Mobile Defenses Keep Eastern Airspace Contested
SocialMar 5, 2026

Iran’s Mobile Defenses Keep Eastern Airspace Contested

Declarations of air superiority are relative. Iran has road mobile air defenses that can hide and pop up out of nowhere. They have exotic stuff like loitering SAMs too. Moving fighters in for direct attacks doesn’t mean they can operate...

By Tyler Rogoway
Supers FALCO APKWS Needed Now for Drone Defense
SocialMar 5, 2026

Supers FALCO APKWS Needed Now for Drone Defense

Got to get the Supers FALCO APKWS (air-to-air laser-guided rockets for swatting down drones and some cruise missiles) ASAP. Surprised this isn't a thing still after the Red Sea and the USAF going all in on it. The remaining roughly...

By Tyler Rogoway
Israel, U.S. Target Iran's Leadership, Undermining Negotiations
SocialMar 5, 2026

Israel, U.S. Target Iran's Leadership, Undermining Negotiations

Israel and the U.S. are steadily eliminating Iran’s top leadership, including figures capable of negotiating an end to the conflict... Join our Analyst Tier on Patreon to watch the full video ➡️ https://t.co/R47Ca3Pp6h #iranwar #military #geopolitics https://t.co/HS9nDRCPcB

By Peter Zeihan
Avoiding Wars Without Clear Strategy and Defined Goals
SocialMar 4, 2026

Avoiding Wars Without Clear Strategy and Defined Goals

"... one reason I am very reluctant to begin wars of choice without a clear strategy and goals."

By Jeffrey Lewis
Anticipated Asset Pullout From Iran Before Confirmation
SocialMar 4, 2026

Anticipated Asset Pullout From Iran Before Confirmation

And, leading up to his confirmation, everyone and their mother told me @USWPColby would pull every asset we have away from Iran.

By John Konrad
Poland Eyes Central Bank Funding for US‑aligned Rearmament
SocialMar 4, 2026

Poland Eyes Central Bank Funding for US‑aligned Rearmament

Poland’s right wing president Karol Nawrocki is hatching a plan to use the NBP (Polish central bank) to help finance Polish rearmament. Except as Bloomberg notes, legally, the cbank isn’t allowed to finance the govt. Why do they want this?...

By Izabella Kaminska
Ukraine Dispatches Drone Warfare Experts to Middle East and Gulf States
SocialMar 4, 2026

Ukraine Dispatches Drone Warfare Experts to Middle East and Gulf States

Ukraine will send experts in drone warfare to help the Middle East and Gulf states

By Anne Applebaum
U.S. Nuclear Sub Can Strike Iran Unchecked, Lacking Detection
SocialMar 4, 2026

U.S. Nuclear Sub Can Strike Iran Unchecked, Lacking Detection

"...Shugart said he was not surprised that the U.S. nuclear submarine could strike with such impunity when ordered to do so, especially because the Iranian vessel likely did not have the technology needed to detect and destroy submarines..." https://t.co/vjrKh0Quht

By Tom Shugart
US Submarine Can Easily Sink Iranian Frigate, China Knows
SocialMar 4, 2026

US Submarine Can Easily Sink Iranian Frigate, China Knows

Been hearing some "message to China" takes here and well...I'm sure the Chinese already knew that a U.S. SSN would have little trouble taking down lone Iranian frigate if ordered to do so—one with near-zero ASW capability. https://t.co/3NdN0Ojzho

By Tom Shugart
Defense Industry Anticipates $50B Munitions Boost Post‑Iran Strikes
SocialMar 4, 2026

Defense Industry Anticipates $50B Munitions Boost Post‑Iran Strikes

Scoop from BGOV on budget: Defense Industry Expects $50 Billion Package to Boost Munitions Summary by Bloomberg AI US defense industry officials are expecting the Pentagon to request supplemental funding to shore up expensive munitions stockpiles following US strikes on Iran. .

By Tony Capaccio
U.S. Submarines Haven’t
SocialMar 4, 2026

U.S. Submarines Haven’t

The Last Time A U.S. Navy Submarine Sunk An Enemy Ship In Combat While it's been almost a century since the last kill by an American submarine, other navies have done so more recently. https://t.co/k0NxA9Shy1

By Tyler Rogoway
Israeli F‑16Is Overfly Deir Ez‑Zor en Route to Iran
SocialMar 4, 2026

Israeli F‑16Is Overfly Deir Ez‑Zor en Route to Iran

Looks like these F-16Is flew up and over Deir ez Zur, Syria, on the way to Iran

By Brian Everstine
Key Takeaways on Iran Air War From Breaking Defense
SocialMar 4, 2026

Key Takeaways on Iran Air War From Breaking Defense

Had a great time with the @BreakingDefense team talking about the air war against Iran. A few conversations worth your time. 🧵

By Stacie Pettyjohn
Mocking the Notion IDF Will Reveal Pilot Identities
SocialMar 4, 2026

Mocking the Notion IDF Will Reveal Pilot Identities

Right, because the IDF is about to start publicly releasing the identities of its combat pilots at just this precise moment in time…

By Thomas Newdick
Air War Accelerates: Direct Strikes Target Eastern Front
SocialMar 4, 2026

Air War Accelerates: Direct Strikes Target Eastern Front

This is going to be the conversion to direct strikes I have been talking about. Major acceleration of the air war. Lots untouched in the east, likely AD too.

By Tyler Rogoway
Strikes Curb Iran's Missile Threat, Depleting Interceptor Reserves
SocialMar 4, 2026

Strikes Curb Iran's Missile Threat, Depleting Interceptor Reserves

Strikes Hobble Iranian Missile Threat As Concerns Over Interceptor Stockpile Mount There is a war of attrition ongoing between Iran's stockpiles of standoff weapons and the U.S. and its allies' supplies of interceptors. The latest, updating live: https://t.co/qjIQG0zn3Z

By Tyler Rogoway
Don't Underestimate Ally's Drone Strike Capabilities
SocialMar 4, 2026

Don't Underestimate Ally's Drone Strike Capabilities

Suddenly, its turns out that it is not smart to arrogantly shit on an ally that has learned how to down 200 Shaheds every single night and then wipe out and oil refinery or a military airfield with a handful...

By Illia Ponomarenko
War Won’t Sustain Defense Stock Multiples, Says Analyst
SocialMar 4, 2026

War Won’t Sustain Defense Stock Multiples, Says Analyst

Lockheed Martin up 6% Monday. Down 1.3% today. The defense trade isn't fading because the war is ending. It's fading because the market is starting to realize war doesn't fix earnings multiples. https://t.co/xXNtusNgkE

By Michael A. Gayed, CFA (Lead-Lag Report)
UK Says Drone Attack Not Iranian‑launched
SocialMar 4, 2026

UK Says Drone Attack Not Iranian‑launched

"MOD confirms Shahed-like drone which targeted RAF Akrotiri at midnight on March 2 was not launched from Iran." Ok, so who dunnit?

By Mike Schuler
US Sinks Iran's Advanced Shahid Soleimani Warship
SocialMar 4, 2026

US Sinks Iran's Advanced Shahid Soleimani Warship

One Of Iran’s Most Advanced Wacky Catamaran Warships Sunk In Epic Fury The Shahid Soleimani class warship is now on the list of ships the U.S. has sunk, with the Iranian Navy looking more like a memory than anything else at...

By Tyler Rogoway
Israel's Missiles Rely on Man‑in‑the‑loop Control
SocialMar 4, 2026

Israel's Missiles Rely on Man‑in‑the‑loop Control

More man-in-the-loop control Israeli air-to-ground weaponry video. Likely a Delilah cruise missile or Spice 2000. More here on Israel's love of MITL and Delilah etc: https://t.co/Vw7fuL1ANe

By Tyler Rogoway
Pentagon Urges Miners to Secure Critical Minerals Before Iran Strike
SocialMar 4, 2026

Pentagon Urges Miners to Secure Critical Minerals Before Iran Strike

The day before striking Iran, the Pentagon asked U.S. miners to help boost domestic supplies of 13 critical minerals, including nickel, graphite and several rare earths.

By Ernest Scheyder
AI Warfare Debate Sparks Call for New Rules
SocialMar 4, 2026

AI Warfare Debate Sparks Call for New Rules

The feud between Anthropic and the Pentagon highlights a key question: How will AI change warfare and what, if any, rules should govern its use? https://t.co/LdNoXjCkp4

By Paul Scharre
Revive US Manufacturing to Secure National Defense
SocialMar 4, 2026

Revive US Manufacturing to Secure National Defense

Re: concerns about how loss of manufacturing capacity in the US has put national security at risk in the case of a war. It seems like looking how to address shortages we observe now, with so much US-armed global conflict...

By Adam Ozimek
US Reopens Chinese Tech Data Security Scrutiny Amid Military Labels
SocialMar 4, 2026

US Reopens Chinese Tech Data Security Scrutiny Amid Military Labels

This is a repeat of what happened in 2020 under the first Trump admin. Back when they first started exploring the TikTok ban as well. Was primarily around how Riot, Epic and others handled US user data. Ultimately...

By Daniel Ahmad
Gulf Air Defenses, Not US Stockpiles, Are Immediate Concern
SocialMar 4, 2026

Gulf Air Defenses, Not US Stockpiles, Are Immediate Concern

I talked with @CNN about why the most immediate concern is Gulf air defense interceptors -- not US stockpiles. Even if Iranian attack intensity slows, America's Gulf partners have already fired air defense missiles at a faster than they can...

By Becca Wasser
Bandar Abbas Frigates and Submarine Confirmed Sunk After Fresh Strikes
SocialMar 4, 2026

Bandar Abbas Frigates and Submarine Confirmed Sunk After Fresh Strikes

Both frigates and the Kilo class submarine that were pierside in Bandar Abbas appear to have fully sunk. There also appears to have been another round of strikes since the first satellite image went viral.

By Tyler Rogoway
US Drone Strikes in Iran Kill 742 Civilians
SocialMar 4, 2026

US Drone Strikes in Iran Kill 742 Civilians

Yesterday, the US military bombed drone sites across Iran.  According to the US-based Human Rights Activists News Agency, 742 civilians, including 176 children, have been killed in the bombings since Saturday. https://t.co/OYnTObNhC0

By Steve Hanke
AI Emerges as Budget-Friendly Cybersecurity Force Multiplier
SocialMar 4, 2026

AI Emerges as Budget-Friendly Cybersecurity Force Multiplier

Did a new blog @Binary_Defense called: NightBeacon: AI as a Force Multiplier in Cybersecurity We always struggle with budget and headcount. Do we finally have somewhat of a solution for our security programs? https://t.co/sBeXDGT9nx

By Dave Kennedy
Cyber Tools: Both Promise and Limits Against Iran's Nuclear Threat
SocialMar 4, 2026

Cyber Tools: Both Promise and Limits Against Iran's Nuclear Threat

I guess it's fitting that I spent a couple of hours this week signing 400 copies of Countdown to Zero Day for a conference -- fitting because it's a reminder, in regards to Iran's nuclear program, of both the advantages...

By Kim Zetter
Israel’s Capability Boosts Joint Operations as Force Multiplier
SocialMar 4, 2026

Israel’s Capability Boosts Joint Operations as Force Multiplier

“To our steadfast partner Israel, your mission is being executed with unmatched skill and iron determination. Fighting shoulder to shoulder with such a capable ally is a true force multiplier and a breath of fresh air.” @SecWar https://t.co/n4ZqQJCiEZ "We salute your...

By John Spencer
Defense Secretary’s Confidence Echoes Historic War Pledges
SocialMar 4, 2026

Defense Secretary’s Confidence Echoes Historic War Pledges

The US Secretary of Defense saying “we can sustain this” is a bit akin to the allies declaring in 1942 that they can sustain the fight against Italy, or in 1917 against the Ottoman Empire — if you get my...

By Franz‑Stefan Gady
Unlimited Precision Bombs Arrive with New Bombers and Fighters
SocialMar 4, 2026

Unlimited Precision Bombs Arrive with New Bombers and Fighters

"We are just getting started...more bombers and more fighters are arriving just today.. we will be using 500 lbs, 1000 lbs, 2000 lbs gps and laser guided precision gravity bombs of which we have a nearly unlimited stockpile."

By John Spencer
SECDEF Claims Submarine Kill, Video Still Missing
SocialMar 4, 2026

SECDEF Claims Submarine Kill, Video Still Missing

Apparently SECDEF showed a video of the actual submarine attack but none of the live feeds I've seen panned over to show it. 🤦‍♂️ Where is the video?!?

By Tom Shugart
U.S. Submarine Sinks Iranian Frigate—First Since WWII
SocialMar 4, 2026

U.S. Submarine Sinks Iranian Frigate—First Since WWII

US Navy submarine sinks Iranian frigate, first time since WW2 a sub sunk an enemy warship. https://t.co/9tIRVWRS8T

By Howard Altman
Russian Sources Say Own Mi‑8AMTSh Downed by Friendly Fire
SocialMar 4, 2026

Russian Sources Say Own Mi‑8AMTSh Downed by Friendly Fire

Several Russian Telegram and media sources say that a Russian Mi-8AMTSh helicopter was shot down last night by Russian air defenses.

By Rob Lee
Ukrainian UAVs Destroy Russian S‑400 Launcher in Belgorod
SocialMar 4, 2026

Ukrainian UAVs Destroy Russian S‑400 Launcher in Belgorod

Video from the Ukrainian National Guard Lasar’s Group of bomber UAS strikes on a Russian S-400 TEL in Belgorod oblast that was located by the 429th Achilles Brigade. https://t.co/JQeQ980VPP https://t.co/X5MSQYsK1D

By Rob Lee
U.S. Submarines Achieve First Torpedo Kill Since WWII
SocialMar 4, 2026

U.S. Submarines Achieve First Torpedo Kill Since WWII

Wow. The U.S. submarine force may have just gotten its first torpedo kill since WWII. 😯 https://t.co/LVx8OqONAC

By Tom Shugart
OSINT Credibility Suffers when Aggregators Hide Original Sources
SocialMar 4, 2026

OSINT Credibility Suffers when Aggregators Hide Original Sources

One of the biggest problems with OSINT is when aggregator accounts don't link to their original source. Multiple accounts will then often copy the same video and repost it, which makes it difficult to determine the credibility of the information.

By Rob Lee