Middle East
Israel’s attack on Isfahan signals a change in strategy
The drone attack on the Iranian military facility in Isfahan signals a significant shift in Israel’s strategy to contain Iran. Washington, which now prioritizes the Asia-Pacific region but worries that China and Russia may fill the vacuum left in the Middle East, has given its implicit approval to this shift.
Iran officially blamed Israel for the January 28 drone attack on a military facility in Isfahan. Early investigations suggest that the Israeli regime was responsible for this drone attack, Said Iravani, Iran’s Permanent Representative to the UN, wrote in a letter to UN Secretary-General Antonio Guterres. ‘Iran reserves its legitimate and inherent right to defend its national security and respond resolutely to any threats or wrongful actions by the Israeli regime, wherever and whenever deemed necessary,’ the letter said.
What is known about the attack?
- Iranian state-run news agency announced that micro-drones hit an advanced weapons-production facility of the Iranian Ministry of Defense on the night of January 28.
- On January 29, The WSJ wrote that the drone attack was carried out by Israel, based on unnamed US officials and people familiar with the operation.
- “Washington had no hand in the Isfahan attack,” Israeli public broadcaster KAN quoted an unnamed US official.
- “We don’t have a comment on these reports,” an Israeli army spokesman told Anadolu Agency.
- According to “Nournews,” a news outlet with close ties to Iran’s Supreme National Security Council, the equipment used in the attack was transferred into Iran with the help of separationist Kurdish groups based in Iraq’s northern region under orders by a foreign security service.
Israel’s shift in strategy
Israel’s actions have so far followed a plan that prioritizes combating Iran’s nuclear program and extra-Iran militia groups. Israel’s killings of scientists working for Tehran’s nuclear program and strikes on the country’s nuclear facilities were all part of this overarching strategy. Second, Israel launched aerial attacks on Iranian militias, Tehran-backed armed groups, and ammunition shipments. At this point, it is important to stress that Russia has “overlooked” the air strikes against the “Iran-backed militias” in Syria. This implicit agreement with Russia knowingly made Tel Aviv reluctant to provide strategic weapons to Ukraine until yesterday.
By adding a third pillar, Israel has expanded its plan with the Isfahan strike: targeting Iran’s missile and UAV technology directly on Iranian soil.
The reason behind the shift
So why did Israel need this shift in strategy, and what is its purpose?
First off, the Tel Aviv government views Iran’s nuclear arsenal as an existential danger. Therefore, from the very beginning, Israel has opposed the Democrats-led United States, sitting at the table with Iran. Tel Aviv advocates for a continuation of the “hawkish” approach to Iran that the Trump administration has taken. Coming at a time when nuclear talks were hopeless, this strike conveys that Israel does not hesitate to engage in a harder fight with Tehran. This not only shows the politically discordant United States how determined Tel Aviv is in terms of Iran but also paves the way for “normalization” with Arab countries suffering from the “Iran threat.” Moreover, by the “external enemy,” Israel also makes an effort to assuage concerns voiced about “extreme” actions that provoked a backlash among Israelis, such as the judicial reform of the extreme right-wing government. As a matter of fact, both the conflict that flared up due to Israel’s hardened policy against the Palestinians in the West Bank for a while and the attack in Isfahan have already overshadowed the protests against the government.
Timing is remarkable
- Just one day after the conclusion of the “Juniper Oak” exercise, billed as the “most important joint military exercise ever” of the United States and Israel, and allegedly practicing the attack plan, the strike on Iran supposedly went into effect.
- White House National Security Advisor Jake Sullivan was in Tel Aviv 10 days before the strike. Furthermore, a “surprise” strike occurred while CIA chief William Burns was in Israel. It is also remarkable that the highest-profile visit from the United States to Israel (the US Secretary of State) since Netanyahu came to power happened only three days after the attack.
Even if the United States did not have a direct role in the attack’s planning or organization, all these “coincidences” indicate that it had the knowledge and consent.
The timing of the strike for Iran also gives clues about Israel’s “political calculations.”
- Criticism is growing, particularly in Europe, due to the demonstrations that began following the killing of Mahsa Amini, the method by which these rallies were crushed, and the death sentences given to protestors.
- Despite continued behind-the-scenes talks, little hope is there for a return to the Nuclear Deal.
- Furthermore, the attack “coincided” with the Atlantic reaction on the grounds that Tehran provided drones to Russia in the Ukraine War.
- It should also be noted that Tel Aviv, chastised for not providing high-tech weaponry to Ukraine before the strike, audibly stated that it was considering supplying these weapons to Kyiv shortly after the attack.
In summary, Israel undoubtedly made a political “maneuver” to send a message to the West by attacking Tehran’s missile and UAV manufacturing facility, criticized for providing drones to Russia. This move demonstrates that Israel is unafraid to state its position clearly in the ongoing war between China, Russia, and the US over the sphere of influence in the Middle East.
How will Iran respond?
Iran has repeatedly declared that it will retaliate against the Israeli attack on Isfahan. Tehran’s reprisal for earlier assaults was either drone strikes on Israeli warships or coordinated cyberattacks against Israeli infrastructure. Last year, Iran also launched a ballistic-missile attack on an allegedly Israeli facility in Erbil. Tehran possibly avoids starting a new front while paying the costs of these low-intensity wars and conflicts and the enormous cost of internal demonstrations and economic sanctions. Tehran will most likely prefer to continue its low-intense fight with Tel Aviv on existing fronts.
However, Iran’s possibility of getting rid of the entrapment with a solution that Israel will not be pleased with is likely, albeit low. Iran has a bargaining chip in the nuclear negotiations: the drones exported to Russia. Why? Because Russia, not Iran, is the top priority for the United States and Europe. In addition, the sooner Europe, in need of Russian gas, agrees with Iran, the quicker it will have the opportunity to create another alternative to Russian gas.
US interest
Having been focused on the Asia-Pacific region for some time and gotten ready to struggle with China, the Biden administration is not keen on escalating tensions in the Middle East, especially not those that include Israel. However, Washington is worried that China and Russia will step in to fill the vacuum in the region. The old allies of the US in the Middle East are attempting to cultivate ties with its “enemies,” China and Russia, out of concern that they will be left vulnerable without the US security cover. On the other hand, these allies are forming new coalitions against Iran, their “foe” in the region. Under these circumstances, the United States seems to implicitly approve Israel’s new policy of raising tension against Iran, expecting Israel not to be drawn into a new adventure. It remains unknown which guarantees Israel gave to the US to get this approval. However, soon after the Isfahan strike, Netanyahu’s declaration on CNN that they may provide weapons to Ukraine offers insights into the nature of the such guarantee. Nevertheless, it is too soon to predict whether Israel would really supply weapons to Ukraine despite Russia. However, it is evident that the period has just begun in which Israel will make its name in the region through extremely “hawkish” policies.
Middle East
France explores Syrian transit routes as alternative oil corridor to bypass Strait of Hormuz
France is evaluating the creation of alternative energy routes through Syria to mitigate potential disruptions in the Strait of Hormuz following the resumption of hostilities between the United States and Iran. French Foreign Minister Jean-Noël Barrot stated that Paris is working on new transit routes for the transport of Persian Gulf oil, with Syria emerging as a prominent option in this context.
“Among the initiatives we have pursued since the beginning of this crisis is the concept of preparing alternative routes, in order to avoid remaining dependent on blockages that could occur here or there,” Barrot said.
Barrot indicated that Syria, which has entered a process of reunification following the collapse of the Bashar al-Assad administration, could become a “new regional hub.” The French minister characterized the country as a strategic corridor that could transport Persian Gulf oil to the Mediterranean, thereby reducing the impact of potential shipping disruptions in the Strait of Hormuz.
Stating that France wishes to expand commercial and economic cooperation with the Damascus administration, Barrot expressed that they aim to establish a secure transit route for Gulf producing nations through this cooperation.
According to Barrot, implementing this plan requires a comprehensive assessment of existing infrastructure and the provision of necessary security guarantees. The French minister noted that these efforts are of critical importance for securing global energy markets.
Barrot’s remarks followed French President Emmanuel Macron’s visit to Damascus on Tuesday. During the visit, Macron met with Ahmed Shara, the former al-Qaeda leader who has declared himself President of Syria.
Patrick Pouyanné, the Chief Executive Officer (CEO) of TotalEnergies, was among the delegation accompanying Macron. Characterizing Syria as a country situated “at the crossroads of the Middle East,” Pouyanné said it could establish a vital energy link between Iraq and the Mediterranean.
In response to the potential closure of the Strait of Hormuz, Iraq has been shipping its oil via tankers through Syria for export since April.
More than 600,000 tons of fuel were exported through this route between April and June. Last month, Iraqi and Syrian officials discussed the reactivation of the Kirkuk-Baniyas oil pipeline and the establishment of energy transit mechanisms.
TotalEnergies has also signed a memorandum of understanding for an offshore exploration block in the Mediterranean. However, Pouyanné stated that beyond this, the company currently has no concrete projects under development.
Stating that security conditions in the country have not yet stabilized, Pouyanné said, “It is clear today that the security situation does not yet permit us to operate here. However, I believe coming here, to Damascus, is a positive initiative.”
Shortly after Pouyanné’s statements, two bombs reportedly exploded near the Four Seasons Hotel, where the French delegation was staying.
Stating that the Syrian administration must be given time to establish control over the country, Pouyanné said, “We must not demand too much,” adding, “We need to be a little patient.”
Middle East
Senior US military officers ignored system alerts on obsolete targets, leading to strike on Iranian school
Senior US military commanders approved strike lists despite automated system warnings indicating that intelligence on certain targets in Iran was years out of date and required revalidation, according to a CNN report citing three sources familiar with the decision-making process.
The warnings were bypassed to “speed things up” under intense pressure to rapidly designate targets during the opening days of the conflict. One of the targets approved by commanders under these conditions resulted in a strike on a school in Minab.
This military decision is directly linked to the February 28 strike on the Shajara Tayyiba School in Minab, which killed at least 168 children and 14 teachers. The heavy loss of life makes the strike one of the mass casualty events involving the highest number of civilian deaths in the recent history of the US military.
According to the sources, automated system warning messages indicating that the intelligence was obsolete were already integrated into the database used during the target development process. Within this system, a target could only be added to a strike list with the approval of a senior officer. Two sources stated that the decision by senior commanders to ignore these warnings directly contributed to the school being targeted “by mistake.”
Military officials reportedly realized within days of the strike on the school that the error stemmed from outdated information. Despite the passage of months, the Pentagon has not released its investigation report on the incident.
A White House official stated that the investigation remains ongoing, asserting, “As we have said before, the US does not target civilians.”
The Pentagon referred inquiries on the matter to US Central Command (CENTCOM), which declined to comment, citing the active investigation.
School and military facility were located within the same compound
The strike reportedly occurred while the US military was targeting an Islamic Revolutionary Guard Corps (IRGC) facility located near the Shajara Tayyiba School. Initial military investigative findings also pointed to this conclusion.
Satellite imagery reveals negligence in the target analysis process. Imagery from 2013 shows the school and the IRGC base located within the same compound, whereas imagery from 2016 clearly indicates that the school had been separated from the base by a fence and provided with a separate entrance.
In satellite imagery dated December 2025, dozens of children can be seen playing in the schoolyard.
The strike took place on the first day of operations following Donald Trump’s decision to launch military action, a period during which military officials and intelligence analysts worked under intense pressure to update thousands of targets.
Analysts were unable to update all records in the Pentagon database prior to the operation. As a result, records for multiple targets—including the IRGC facility adjacent to the elementary school—consisted of information that was more than 10 years old.
Due to the accelerated timeline, analysts prioritized updating “high-priority” records, which included moving targets with a high probability of being struck first and locations posing an immediate threat to US forces. Because fixed facilities were deemed a lower priority, the information for the facility near the school was not updated.
Disconnected databases and staffing shortages compounded the error
At the center of the investigation are two separate targeting databases used by the Pentagon. These are known as the Modernized Integrated Database (MIDB), which was built in the 1980s and relies on manual data entry, and the Mitigation and Analysis Reporting System (MARS), a new artificial intelligence-backed digital platform.
Both systems indicated that information needed to be updated before use. However, efforts to fully transition to the MARS system were reportedly years behind schedule, leaving official targeting data still dependent on the legacy MIDB system.
An intelligence analyst had previously noted changes on the ground in a separate digital tool, but because this tool was not connected to the official targeting database, the information did not reach commanders. How this disconnect influenced the targeting of the school is also being examined as part of the investigation.
Following the strike, Donald Trump suggested that Iran might be responsible for the incident, later asserting that responsibility might never be determined. Defense Secretary Pete Hegseth stated that the strike would be thoroughly investigated, claiming that the US takes every possible measure to prevent civilian casualties.
However, due to cuts implemented early in Hegseth’s tenure, Civilian Harm Mitigation and Response (CHMR) teams within CENTCOM were reportedly facing severe staffing shortages.
Under the cuts made by Hegseth prior to the conflict with Iran, the 10-person civilian casualty specialist staff at CENTCOM was reduced to a single full-time employee.
Sources added that while the remaining staff did everything they could, they lacked adequate resources due to the budget and personnel cuts implemented by Hegseth.
Middle East
US revokes Iran oil license and launches airstrikes following Strait of Hormuz tanker attacks
The US Department of the Treasury’s Office of Foreign Assets Control (OFAC) has revoked a general license that permitted commercial transactions involving Iranian oil.
According to a statement issued by the agency, the “General License X” regulation, which had been in effect since June 21, 2026, was fully rescinded as of July 7, 2026, and replaced by the newly introduced “General License X1” regulation.
The statement noted that a wind-down period lasting until July 17 has been granted to allow for the completion of transactions initiated prior to the revocation.
The Iranian Ministry of Foreign Affairs reacted strongly to the OFAC decision, declaring that Tehran will take all necessary measures to protect its national security and interests.
In a statement shared on the ministry’s official Telegram channel, Iran stated: “The Ministry of Foreign Affairs of Iran decisively condemns the US Department of the Treasury’s decision to revoke the temporary suspension of sanctions on the sale of Iranian oil. This step is a flagrant violation of Article 10 of the memorandum of understanding concerning the cessation of military conflict.”
Following the decision, the US Armed Forces conducted a series of airstrikes targeting Iranian territory during the night of July 8. US officials maintained that the military operation was a response to Tehran’s actions in the region. Washington characterized Iran’s conduct as a violation of the ceasefire regime and a threat to the security of navigation in the region.
The Iranian state broadcaster, IRIB, reported that explosions occurred at various locations across the country. News sources noted that seven explosions were heard near the village of Taherui in the Sirik district, and six explosions were heard near the city of Qeshm.
Previously, US media outlets including The Wall Street Journal and Axios, citing US officials, had reported that despite the active ceasefire, forces of the Islamic Revolutionary Guard Corps had attacked oil tankers near the Strait of Hormuz.
According to data shared by the United Kingdom Maritime Trade Operations (UKMTO), a tanker off the coast of Oman was struck by an unidentified munition, causing a fire on board. It was reported that the incident resulted in no casualties, injuries, or environmental pollution.
The Wall Street Journal reported that one of the targeted vessels may have been the “Al Rekayyat,” a tanker owned by the Qatar-based shipping company Nakilat.
The vessel sustained damage to its engine room, though the crew was reported to be safe. Axios reported that while the attacked vessels sustained damage, no major destruction had occurred.
On June 18, 2026, the US and Iran had signed a memorandum of understanding that established a two-month ceasefire and envisioned the initiation of negotiations for a more comprehensive agreement.
Following the start of the ceasefire period, the US had also struck targets in Iran on June 27 and June 28, citing Iranian actions against commercial vessels in the Strait of Hormuz.
Following those strikes, the Islamic Revolutionary Guard Corps had announced that operations would be launched against US facilities located in Arab countries.
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