Analysis & Reports

Iran's Islamic Revolutionary Guard Corps warned Israel of severe consequences if it reignites conflict, stating that nations supporting the U.S., including the UK and Gulf states, would be considered legitimate targets. The warning was issued in the early morning of the 26th, emphasizing Iran's preparedness for various scenarios. The spokesperson accused Israel of misleading the U.S. to maintain its presence in the region.

The UAE has been granted access to advanced technologies and export exceptions by the US, enhancing its defense capabilities, particularly in UAV and AI sectors. This change, effective July 10, 2026, allows the UAE to procure advanced computing materials and dual-use technologies without individual licenses, marking a shift towards greater self-sufficiency in defense production. The decision reflects the UAE's ambition to develop its military capabilities beyond traditional procurement methods.

Ahmed Al-RashidSun Jul 26 2026Loading...

Germany withdrew the mine countermeasure vessel Fulda and supply tanker Mosel from Djibouti to the Eastern Mediterranean in 2026 due to operational and environmental concerns. This decision reflects Europe's challenges in translating political commitments into effective military operations, particularly in the context of the Strait of Hormuz. The ships are not adequately equipped for the extreme conditions in the Gulf, raising questions about European maritime capabilities and readiness for future missions.

Dr. Klaus WeberSat Jul 25 2026Loading...

Iran launched ballistic missiles and drones towards Bahrain and Kuwait on Saturday morning, which were intercepted by U.S. military forces. In response, the U.S. targeted Iranian coastal radar sites. This incident highlights the ongoing military tensions in the region and the challenges faced by Gulf states in their air defense systems.

Ahmed Al-RashidSat Jul 25 2026Loading...

NATO announced a $40 billion investment in uncrewed systems at the Ankara summit, alongside over $50 billion in procurement deals and EUR27 billion for fuel supply-chain modernization. This investment aims to enhance military support for Ukraine amid concerns about Russian capabilities. The alliance is focusing on adapting its military strategies to improve logistics and drone technology in response to the ongoing conflict.

Alexandra ReevesSat Jul 25 2026Loading...

Trump has adopted a military strategy against Iran, achieving key U.S. objectives while managing military operations without escalating to ground troop involvement. The U.S. Armed Forces, including the F/A-18F Super Hornet and Nimitz-class aircraft carriers, are actively engaged in the region. Trump's approach emphasizes de-risking and leveraging military power effectively.

Greece authorized the acquisition of a new air defense system from Israel, valued at up to €3.5bn ($4bn), along with various types of drones and military transport aircraft. This procurement reflects Greece's ongoing military enhancement efforts in collaboration with Israel.

The Houthi militia declared an embargo on Saudi oil shipments through the Bab al-Mandeb Strait, escalating tensions in the region. Iran's IRGC has reportedly sent military support to the Houthis, including commanders and missile systems. This blockade has already impacted global oil prices, prompting shipping companies to consider alternative routes. U.S. President Trump warned of potential military action against Iran and the Houthis in response to their recent aggression.

The Pentagon revised the number of U.S. casualties in the Iran military conflict from 18 to 14, citing temporary data disruptions. President Trump had previously reported the higher figure, leading to criticism over the administration's handling of casualty information. Conflicting explanations from military officials and the Pentagon have raised concerns about transparency in the ongoing conflict.

A U.S. official denied that Iran rejected a ceasefire proposal on July 23, 2023, stating the information is inaccurate. Iran indicated it is not interested in a temporary agreement that does not address the control of the Strait of Hormuz. The Iraqi Prime Minister's office also dismissed the claims as unfounded.

The merchant vessel 'Disha' issued a distress signal after being attacked by an unidentified projectile near the Strait of Hormuz on July 24, with 30 crew members on board. U.S. forces warned another vessel, 'Raven', about its course towards Iran, indicating potential military engagement. U.S. Central Command has reinstated a maritime blockade of vessels in the region.

The U.S. Commerce Department upgraded the UAE to the A:5 export country group on July 10, 2023, allowing easier access to dual-use technology and military hardware. This change is expected to enhance the UAE's domestic production capabilities, particularly in drones and AI technology, and facilitate closer cooperation with American defense firms. The decision reflects the UAE's status as a Major Defense Partner of the U.S.

The U.S. approved $41 billion in arms sales to Gulf Cooperation Council countries in the first half of 2026, emphasizing air defense capabilities. Saudi Arabia ordered 730 Patriot missiles, while Kuwait sought support for its C-17 fleet. This shift in procurement reflects a strategic focus on missile defense systems amid regional threats, with political implications tied to upcoming U.S. elections.

Ahmed Al-RashidFri Jul 24 2026Loading...

Greece's Security Council approved a €3.5 billion deal with Israel for air defense systems and UAVs, forming the 'Achilles Shield' network. The systems, provided by Israeli firms Rafael and Israel Aerospace Industries, will become operational within 35 months, with Greek companies producing at least 25% of the systems. This procurement is part of Greece's broader military upgrade plan amid ongoing tensions with Turkey over territorial disputes.

Embraer is rapidly expanding its defense market presence with significant orders for the KC-390 military transport aircraft from NATO member countries, South Korea, and Middle Eastern nations. Orders have surged to approximately 40 aircraft as of July 2023, driven by increased defense spending in Europe due to the Ukraine conflict. The KC-390 now holds a 60% market share in the medium military transport aircraft sector, with ongoing efforts to penetrate markets in Uzbekistan and the UAE.

The U.S. Department of Defense updated the number of military casualties in the Iran conflict from 18 to 14 on July 23, 2023, with 7 classified as combat deaths. This revision was attributed to a temporary data error, and it was revealed that some casualties occurred after a ceasefire was announced. Critics have raised concerns about the lack of transparency regarding military operations and casualty information.

Public dissatisfaction with the Iran conflict has reached historic levels, with 68% of Americans stating it is not worth fighting. President Trump's approval rating regarding the war has plummeted to -40, reflecting significant discontent. The ongoing conflict has also led to rising gas prices and concerns among Republican lawmakers about the political ramifications as midterm elections approach.

Houthi forces attacked two Saudi oil tankers off the coast of Shuqaiq on the 23rd, using ballistic missiles, cruise missiles, and drones, resulting in fires on the vessels. The attack prompted warnings from the Houthis against Saudi military actions and threats from the U.S. to hold Iran accountable. This incident marks a significant escalation in maritime tensions in the region.

Oil traders predict a decline in prices over the coming months despite ongoing conflict in the Persian Gulf and instability in the Strait of Hormuz. The expectation is that economic pressures will lead to de-escalation between the US and Iran, as high oil prices negatively impact major economies. Diplomatic efforts are ongoing, with intermediaries working to reduce tensions.

The European Union has authorized its naval mission, Operation Atalanta, to intercept Russian shadow fleet tankers in the Indian Ocean. This decision allows EU forces to stop and board vessels suspected of operating under false flags, expanding their operational reach against illicit maritime activities. The announcement was made by EU foreign policy chief Kaja Kallas, emphasizing the EU's commitment to enforcing sanctions against Russia's oil trade.