S2 Underground

//The Wire//1700Z July 23, 2026//
 //ROUTINE//
 //BLUF: TARGETING THROUGHOUT MIDDLE EAST CONTINUES TO ESCALATE. CRUDE OIL FUTURES SURGE AS HOUTHIS ENTER THE WAR BY STRIKING TWO SAUDI TANKERS. U.S. HOUSE PASSES 2027 NDAA, WITH SECTION 219 LANGUAGE INTACT. POLICE SHOOTING REPORTED IN WISCONSIN, PROTESTS ALREADY UNDERWAY.//

 -----BEGIN TEARLINE-----

-International Events-

Red Sea/HOA: The Houthis entered the war overnight, striking two Saudi oil tankers in the Red Sea. The Houthis claim to have targeted the M/T ENCELA and the M/T LAYLIA for attempting to transit the Red Sea to the Saudi oil terminal at Yanbu. The UKMTO confirmed that at least one tanker was struck, but made no mention of the other vessel.

Kuwait: Last night the Abdali Border Checkpoint crossing with Iraq was struck by an unidentified Iranian munition. This morning, satellite imagery became available for the first time in a few days over Ali Al Salem Airbase. At this base, a 50+ meter impact crater is visible directly in the center of a series of barracks buildings. The exact timing of this attack is not known, but the imagery indicates it was conducted sometime over the past week.

-HomeFront-

Wisconsin: Yesterday afternoon a high-profile police shooting was reported in Madison, which involved a man with a knife being shot during a scuffle in the vicinity of Baldwin and Williamson Street. The suspect's identity has not been confirmed yet, however protests and demonstrations broke out immediately after the shooting occurred. More demonstrations were carried out this morning, and more protests are expected over the next few days.

Washington D.C. - Last night, the House of Representatives passed the 2027 National Defense Authorization Act (NDAA), which included the highly controversial Section 219 language intact. This section links the American military industry with Israel, embedding Israeli control of discretionary budgets within the Pentagon. The bill enables the creation of an "Executive Agent" for the Pentagon, which will direct American military technological advancements at the behest of the IDF. The bill now heads to the Senate for approval, where it is expected to pass.

-----END TEARLINE-----

Analyst Comments: Following the strikes in the Red Sea, financial markets reacted as Brent crude spiked to over $100/bbl, bringing futures prices back in line with the height of the war months ago. This is an indicator that the flimflammery present in the financial sector can no longer ignore the reality of the situation at hand. Since the war began, a grand game of musical chairs has been played by powerful entities to pretend that everything is fine, but at some point the markets will be forced into accepting reality by the sheer lack of oil. Within a few weeks the music is going to stop, and hard decisions will have to be made. This is why President Trump himself stated on June 17th that the main reason for signing the MOU was to prevent an extremely dire energy crisis, because the US was running out of oil. He directly stated that the US had 4 weeks of oil reserves left, and that if those run out, "bedlam" would be the result.

The Houthi's becoming involved, and proving their dedication by striking oil tankers, is stacking concerns on top of concerns. The war in the Middle East now officially affects three of the most important maritime choke points in the world: the Strait of Hormuz, Bab el Mandeb, and the Suez Canal. Shipping attempting to transit any of these three points will very likely either be targeted directly, or be negatively affected in some way and the other options for securing oil are tightening as well. Venezuela, the nation that has become a proxy state of the US and thusly touted as being a major source of US oil during the Hormuz Crisis...just suffered a catastrophic earthquake that severely damaged infrastructure. Despite this destruction, oil continues to flow, but it was only ever half a million barrels per day before the war, and it's hard to imagine that an earthquake would make that export any easier. The war in Ukraine now including the daily mutual targeting of Russian and Ukrainian tanker vessels further squeezes an already dire situation. Even if the US does not use Russian oil, petroleum is a commodity...a scarcity in one place on earth affects the whole world because supply is reduced and demand remains the same.

Over the past few days, most indications and warnings point to a widening of the war in the Middle East. The US has flown a lot of assets into the region, and has relocated many other assets based on the assumption that American bases will continue to be struck. The Israelis are starting to prepare their larger civil defense bunkers in preparation for large-scale ballistic missile strikes, and PM Netanyahu is scheduled to visit the US sometime this week, though the schedule has not been finalized. Glancing at mainstream media right now results in an onslaught of commentary urging strikes on Iran...you can't turn on the television without hearing the words "Pickaxe Mountain" in the context of a random ex-General urging strikes on this bunker complex, which is impervious to everything but a subterranean nuclear detonation.

Nothing on the table right now points to de-escalation, in fact, all indications align with a return to the full-scale bombing campaign of the early days of the war. It's always possible to suddenly switch back to diplomacy and not restart major operations, but wars are usually fought on trends. And right now, the trends continue to suggest the war escalating for the time being.

Analyst: S2A1
 Research: https://publish.obsidian.md/s2underground
NomadNet: 5fa68c88be727a0e1a250a75e5e79269
Disclaimer: No LLMs were used in the writing of this report.
//END REPORT//

//The Wire//2100Z July 22, 2026//
 //ROUTINE//
 //BLUF: IRANIAN TARGETING OF AMERICAN BASES REMAINS SIGNIFICANT. MISSILE THREAT ISSUED FOR LA GUARDIA LAST NIGHT, REPORT QUICKLY DEEMED NOT CREDIBLE.//

 -----BEGIN TEARLINE-----

-International Events-

Kuwait: Strikes on American positions continue to degrade American capabilities. The logistical hub at Camp Doha in Kuwait City was struck overnight, along with possible strikes at the remote HIMARS launch sites in near the Iraqi border. Iran also claimed to have struck the AN/FPS-117 Early Warning radar array at Ahmed al-Jaber Airbase.

Analyst Comment: Unlike all of the other strikes, this site cannot be independently verified or geolocated using current satellite imagery, so it might be a newly constructed site or the Iranians got the names of bases mixed up.

Saudi Arabia: Iranian missile strikes were reported throughout the morning, with unknown success. The oil terminals at Yanbu as well as American positions at Prince Sultan Airbase were targeted, with unknown effect. 

Jordan: American positions continue to be struck at Muwaffaq al Salti Airbase, in the vicinity of the strike that killed 3x service members last week. In central Jordan, King Faisal Airbase was targeted as well, with satellite imagery confirming that as of this morning, one of the structures targeted was still on fire. Down south, the American positions at King Hussein International Airport were targeted, as the Iranians attempted to strike the American refueling aircraft that have been parked on the apron for several days. Israeli citizens across the border observed smoke over the mountain ridge in the vicinity of this airport.

Analyst Comment: Now that the Iranians know that their targeting is effective at Muwaffaq, they will continue targeting the same location over and over again. Same with Tower 22, the far-flung base in Jordan's northeastern quadrant, where extensive damage has been noted. Also, the Iranians claim to have unveiled a comparatively new missile system during this wave of attacks; Iran used many of their low-grade missiles during the early days of the war, and now they are occasionally pulling out the newer missiles which have more advanced maneuverability during the terminal phases of the warhead's flight. This might be a contributing factor for why missile interceptions are completely non-existent during some attack waves.

-HomeFront-

New York: Last night, a security incident was reported at La Guardia after a MANPAD alert was issued for the airport. Port Authority Police alerted the tower regarding a threat they had received regarding the potential use of a shoulder-fired Surface-to-Air missile launcher being used to target a civilian airliner. The report was deemed to be not credible almost immediately afterwards, but the alert was still sent out over the radio to all aircraft in the vicinity.

-----END TEARLINE-----

Analyst Comments: Sometimes, a few seconds of radio traffic is very illuminating. Listening to the very brief radio exchange between the tower and a Delta flight explaining the issue in New York, perhaps the most telling and concerning detail is that La Guardia possibly has a "MANPAD alert" procedure now. From a counterterrorism perspective this is a good thing, but it's also very disconcerting that this contingency is something that is not only actively being planned for...but already has a procedure drawn up for it. Granted, there's not a whole lot that a commercial airline pilot can do with that information while trying to land, and the rather nonchalant affirmation that no issues have been reported "yet" is only slightly reassuring. But this does go to show that threats within the homeland don't take a break just because eastern Europe and the Middle East are on fire, and the threats to commercial aviation are always on the menu even if most of the concerns are not credible. However, it only takes one credible threat for a very bad day to occur, and this target vector is the epitome of the old counterterrorism saying: We have to be successful in defending ourselves every single time, but the terrorist has to succeed only once.

Analyst: S2A1
 Research: https://publish.obsidian.md/s2underground
NomadNet: 5fa68c88be727a0e1a250a75e5e79269
Disclaimer: No LLMs were used in the writing of this report.
//END REPORT//

//The Wire//2300Z July 21, 2026//
 //ROUTINE//
 //BLUF: HOUTHIS ANNOUNCE EMBARGO OF SAUDI OIL TANKERS. LARGE SCALE BOMBINGS OF IRAN CONTINUE. ANDY BURNHAM ASSUMES OFFICE AS BRITISH PRIME MINISTER. STABBING REPORTED AT CHURCH IN IRELAND.//

 -----BEGIN TEARLINE-----

-International Events-

Middle East : The war continues as before with a new series of attacks taking place overnight, with CENTCOM conducting their 7th wave of airstrikes within Iran since the break of the ceasefire. In Jordan, the Tower 22 Base was struck again, with Iranian ballistic missiles targeting an aircraft hangar as well as a warehouse.

Bahrain: Significant Iranian targeting continued with the Iranians striking the electrical substation powering an Amazon data center. The data center itself was not hit, but the center remains offline due to the power source being cut.

Black Sea: The targeting of oil tankers by both Ukraine and Russia has continued, with concerns growing regarding the wider threats to petroleum infrastructure. Yesterday, Kazakhstan halted all shipments of oil through their pipelines that eventually arrive at the Russian oil terminals on the Black Sea, due to the threats presented by Ukrainian drones.

Ireland: This morning a stabbing attack was reported at Holy Cross Church in Tramore, Wateford. One woman was stabbed at the altar shortly before Mass began, with the assailant fleeing the scene before being detained a short distance from the church. The victim remains hospitalized with serious wounds following the attack.

United Kingdom: Yesterday Andy Burnham formally transitioned into the role of Prime Minister. This afternoon, he authorized the use of British bases by the United States to conduct strikes in Iran, marking a more public foreign policy departure from Starmer's government.

-----END TEARLINE-----

Analyst Comments: In the Red Sea, things are not going so well. Last night, the Houthis claimed to have partially closed the Bab el Mandeb Strait, threatening another major global maritime chokepoint. This announcement has been implemented as a blockade of Saudi ports, with the Houthi's claiming that all ships bound for Saudi Arabia will be attacked. The status of other ships just passing through the area remains unclear.

As a reminder, the US already fought the Houthis, specifically over their closure of the Bab el Mandeb Strait last year. That conflict resulted in a de facto Houthi victory after the US ceased the bombing campaign without securing the defeat of the Houthis, and many shipping companies have, to this day, continued to avoid the Red Sea route altogether. So far, the Houthi's have not struck any vessels however reports suggest they may have turned a couple of tankers around without missiles being fired.

The Houthis are perhaps an even more substantial threat to the region than most realize, simply due to the weapons available to them. Unlike Iran, which has the capability of hitting individual ships in the comparatively cramped Strait of Hormuz, the Houthis have historically had to rely on the sledgehammer approach. It is true that the Houthis will strike vessels in their backyard with relative ease, but their main target is the Saudi port of Yanbu, far to the north on the east coast of the Red Sea. From that distance, the Houthis can't hit individual ships...they will be hitting the oil terminal itself. That's comparatively worse than striking just one ship; the Houthi targeting efforts are a much more blunt instrument than observed with Iran, and as a result they are more likely to cause damage that lasts a long time. This was already demonstrated by their previous targeting efforts during the short-lived war last year. The Houthis can also hurt the United States more directly too...Camp Lemonnier in Djbouti is just 70 miles away from Yemen, on the other side of the Strait. This has historically been a non-combat post, but this can change in an instant, if the belligerents choose to escalate this war to include two continents.

Analyst: S2A1
 Research: https://publish.obsidian.md/s2underground
NomadNet: 5fa68c88be727a0e1a250a75e5e79269
Disclaimer: No LLMs were used in the writing of this report.
//END REPORT//

//The Wire//2300Z July 20, 2026//
 //ROUTINE//
 //BLUF: CENTCOM CONFIRMS FOUR AMERICAN CASUALTIES FOLLOWING IRANIAN STRIKES IN MIDDLE EAST. ARSON ATTACK REPORTED AT FEDERAL BUILDING IN NYC.//

 -----BEGIN TEARLINE-----

-International Events-

Jordan: Over the weekend CENTCOM confirmed the deaths of three US service members, who were killed as a result of the strikes on a barracks building at Muwaffaq al Salti Airbase. Two of the casualties have been identified as 1LT Tyler James Feehan, and Private Isabella Gonzales. The third casualty officially remains classified as Missing in Action as the remains will require DNA analysis to confirm identity, and has not yet been officially identified. A fourth casualty was also reported somewhere in Iraq, which was the result of an Iranian drone strike.

Middle East: Following Iranian targeting of the al-Subiya Power Station, Kuwait has begun to rely on portable substations and generators to provide electricity while repairs are made. The scale of the power outages is not known, but Iranian forces have struck several logistical hubs and electrical power plants over the past few days. In Bahrain, Iranian targeting has remained heavy over the weekend, with several ballistic missile strikes reported at American installations around the country.

Strait of Hormuz: Several more merchant vessels were struck over the past few days, most of which were tankers attempting to use the southern Omani route instead of the Iranian route. At least one of these vessels resulted in the crew abandoning ship before being rescued.

Iran: After these collective strikes over the weekend, American targeting efforts intensified with the latest bombing campaign focusing on the targeting of bridges and civilian roadway tunnels around Bandar Abbas. Many of the roads that lead to the port city are now cut off, with only a few major roadways allowing access to the city. Several bridges have also already been repaired, and the status of others remains unclear until better satellite imagery is available.

-HomeFront-

New York: This morning an arson attack was reported at the Federal building in downtown Manhattan. One assailant approached the building with a bucket of gasoline, dumping the bucket at the northeast side of the structure. The suspect immediately ignited the pool of gas, which also contained a mix of commercial grade fireworks. The suspect was immediately detained by the plethora of police already on scene, as the accelerant burned on the sidewalk. 

Analyst Comment: No motive has yet been conveyed regarding this attack, however some of the paraphernalia scattered throughout the scene of the attack appears to be political in nature, opposing ICE.

Washington D.C. - This morning, the latest numbers for Strategic Petroleum Reserve levels were released indicating that over the past week, the US has drained the SPR by an additional 5.1 million barrels, to it's lowest level since the Tanker War in 1983.

Analyst Comment: Many might have assumed that the US might have re-stocked the SPR during the two-week ceasefire in the Middle East, however very little oil actually made it out of the region during that time, which amounted to only a tiny fraction of US daily usage. Since the war began five months ago, only a very small percentage of oil has exited the region, and the US has been draining the SPR at breakneck pace in order to keep the country going.

-----END TEARLINE-----

Analyst Comments: Concerning the American casualties sustained over the weekend, it is extremely important to note that the deaths of 1LT Feehan and PVT Gonzales are officially classified under Operation INHERENT RESOLVE (OIR)...not under Operation EPIC FURY (OEFU). Inherent Resolve is the long-standing mission to combat ISIS in Syria, and not in any way linked to the current war in Iran. As a result, the true number of casualties sustained warrants further investigation. This classification could have been an administrative error, but this would also be a way of camouflaging casualty figures. The Defense Casualty Analysis System (DCAS) is the main database for logging all American casualties, which are defined by military operation. In this case, these deaths are not cataloged under either operation yet, adding to the more broad (but also growing) concerns that the database has been concealing the true number of casualties, specifically the numbers of personnel wounded.

In fact, while admonishing these concerns as "baseless and malicious accusations" Assistant Secretary of War Sean Parnell directly contradicted the numbers his own department was producing. He stated in an interview with CBS News that roughly 100 personnel had been wounded throughout the war over the past month....while his own database states that a grand total of zero personnel had been wounded for the month of July, and three in June. If this testimony is accurate, this confirms beyond all doubt that the Pentagon is lying about the number of troops wounded during this campaign. Considering that the Pentagon has disclosed a total of 413x soldiers wounded during this entire campaign, ~100x WIA being reported within a month (which also included a two-week ceasefire) is alarming to say the least.

The cause of the fatalities reported over the weekend is also important to note as these deaths were very likely preventable. In the days leading up to the ballistic missile striking the housing at this base, the Iranians successfully struck the Patriot battery in Erbil, Iraq. This missile defense site would have been one of the sites providing protection for missiles launched into Jordan. With this battery offline or at least degraded in some way, it is possible that a clear air corridor existed that allowed Iranian ballistic missiles to fly unchallenged through a gap in air defense coverage. If the Erbil strike also damaged the radar array, it is also very possible that the warning time for an incoming ballistic missile would have been reduced, so any defenses at the target base would have been less effective. Obviously, the true scale of the damage to this air defense site would be classified, so in the public eye we have to guess as to how bad it was based on blurry satellite imagery. However the military commanders who knew the systems and did NOT have to guess, were also the same commanders who had the authority to either issue warnings or orders to disperse from the unprotected Containerized Housing Units (CHUs) that were struck by Iran. The failure of command to disperse their soldiers is what led to these fatalities.

The very minute that the Patriot battery was struck in Erbil was a major clue that the Iranians were conducting shaping fires of their own...they were striking the air defense sites so as to open up a gap in air defense coverage, and reach out to American positions with their larger ballistic missiles.

Though it is usually in poor taste to reflect on failures in the immediate aftermath of the death of troops, in the interest of expediency sometimes uncomfortable conversations must be had in order to prevent further loss of life. If a gap in air defense coverage is what allowed this strike to happen, it is almost certain that this gap still exists and that the danger to American service members is still not mitigated. For ALL American troops in the Middle East, this observation must be noted: If the Iranians are striking air defense sites, the next assumption must be that the Iranians are planning to strike something that would have been protected by that site. In retrospect this is common sense, but even at this very moment, the continued strikes on American positions (and the nearly total lack of fortification efforts at these bases, even to this day) continues to indicate that the Iranian targeting efforts are not being taken seriously by senior American decision makers. Five months into this war, CENTCOM leadership has still not figured out that the Iranians can strike their bases at will, and as demonstrated by the strikes in Kuwait and Jordan, the US is still not digging in, and also not dispersing enough to avoid troops getting killed. No underground fortification efforts have been undertaken at any base in the Middle East, and satellite imagery indicates that no substantial fortifications have been undertaken either. Granting as much leeway to the Pentagon's decision making process as possible, it is possible that no hardening of defenses would have mattered considering the missiles Iran is launching. Drone defense is one thing, but it would take years to build a bunker that would withstand the impact of an Iranian Fattah or Ghadr missile. Nevertheless, when it comes to defending American positions, doing something is better than doing nothing, and concrete does not take half a year to dry.

Even if large-scale construction projects are off the menu, ALL military publications, textbooks, and training scenarios dictate and demand what has been obvious since World War One...Dispersion is the name of the game. This is what kept casualties to a minimum in Bahrain, but different theater commanders have different personal initiatives. Some are more proactive with their defense, and others have done nothing at all, besides making sure that all of the vehicles in the motorpool are lined up neatly.

Where this goes from here is anyone's guess, but unless radical and immediate changes are made, the United States will continue to suffer casualties. And as long as the bombing continues which is motivating Iran to target our bases, this indirectly highlights the deficiencies with American air defense technologies, not just for this war, but for the wars to come.

Analyst: S2A1
 Research: https://publish.obsidian.md/s2underground
NomadNet: 5fa68c88be72

Research Notes/Bibliography can be found here: https://publish.obsidian.md/s2underground 

Common Intelligence Picture: https://www.arcgis.com/home/item.html?id=204a59b01f4443cd96718796fd102c00 

Border Crisis Map: https://www.arcgis.com/home/item.html?id=7f13eda1f301431e98a7ac0393b0e6b0 

TOC Dashboard: https://experience.arcgis.com/experience/ebe374c40c1a4231a06075155b0e8cb9/ 

00:00 - The Good News 

03:00 - Middle East 

10:30 - Ukraine 

11:41 - GhostNet and Reticulum 

Download the GhostNet plan here! https://github.com/s2underground/GhostNet The text version of the Wire can be found on Twitter: https://twitter.com/s2_underground And on our Wire Telegram page here: https://t.me/S2undergroundWire If you would like to support us, we're on Patreon! https://www.patreon.com/user?u=30479515 Disclaimer: No company sponsored this video. In fact, we have ZERO sponsors. We are funded 100% by you, the viewer. All of our funding comes from direct support from platforms like Patreon, or from ad revenue on YouTube. Without your support, I simply could not do this work at all, so to those of you who chose to support my efforts, I am eternally thankful. Odysee: https://odysee.com/@S2Underground:7 Gab: https://gab.com/S2underground Rumble: https://rumble.com/c/S2Underground BitChute: https://www.bitchute.com/channel/P2NMGFdt3gf3/ Just a few reminders for everyone who's just become aware of us, in order to keep these briefings from being several hours long, I can't cover everything. I'm probably covering 1% of the world events when we conduct these briefings, so please remember that if I left it out, it doesn't necessarily mean that it's unimportant. Also, remember that I do these briefings quite often, so I might have covered an issue previously that you might not see if you are only watching our most recent videos. I'm also doing this in my spare time, so again I fully admit that these briefings aren't even close to being perfect; I'm going for a healthy blend of speed and quality. If I were to wait and only post a brief when it's "perfect" I would never post anything at all. So expect some minor errors here and there. If there is a major error or correction that needs to be made, I will post it here in the description, and verbally address it in the next briefing. Also, thanks for reading this far. It is always surprising the number of people that don't actually read the description box to find more information. This content is purely educational and does not advocate for violating any laws. Do not violate any laws or regulations. This is not legal advice. Consult with your attorney. Our Reading List! https://www.goodreads.com/user/show/133747963-s2-actual The War Kitchen Channel! https://www.youtube.com/channel/UCYmtpjXT22tAWGIlg_xDDPA 

//The Wire//2300Z July 17, 2026//
 //ROUTINE//
 //BLUF: GULF WAR ESCALATES AS INFRASTRUCTURE TARGETING BEGINS. SIGNIFICANT IRANIAN RETALIATION REPORTED ON AMERICAN INSTALLATIONS. IRANIAN TARGETING OF MERCHANT SHIPPING REMAINS CONSTANT.//

 -----BEGIN TEARLINE-----

-International Events-

Middle East: The war escalated again overnight, with the United States beginning the series of strikes on bridges and infrastructure targets intended to soften up areas near the coast of Iran. Several bridges were struck in the vicinity of Bandar Abbas, along with the usual nightly strikes on more military targets.

On the Iranian side, the targeting of American installations has been substantial over the past few days. In Iraq, Iranian forces successfully struck the Patriot battery in Erbil, with satellite imagery indicating burn scars in the vicinity of where one launcher was previously located. In the UAE, a series of warehouses and probable weapons storage facilities were destroyed at the Zayed Military City. In Kuwait, one of the HIMARS launcher sites on the Iraqi border was targeted, in addition to a desalination plant providing the fresh water supply for Kuwait City.

Persian Gulf: The war on the seas continued with many different strikes and incidents being reported around the region. At the northern end of the Gulf, the UKMTO reported an unidentified incident involving a merchant vessel, which was carried out by unknown parties and in the Strait of Hormuz and the Arabian Sea, several targeting efforts of merchant vessels was reported throughout the day.

-----END TEARLINE-----

Analyst Comments: Last night's targeting in Iran possibly offers up a clue as to what the military objective of this specific operation might be. The bridges that were struck by the United States are not specifically military targets, however they did offer high-speed avenues of approach to the coastline. If the IRGC ground force needed to reinforce specifically the area of the coastline to the west of Bandar Abbas, north of Qeshm Island, these would be the bridges they would need to use.

The bridges that were taken out also would be a way of isolating Bandar Abbas in terms of trade. In addition to the naval base being a military target, this is also a major civilian port city that handles the import of a lot of cargo for the nation (some reports claim up to 80% of Iran's imports arrive at this port). Under normal circumstances, taking out bridges is a tricky subject in the world of military targeting; if the bridge is predominantly used for military purposes, it's usually a valid target, but if it's predominantly a civilian bridge it's not normally legal to target. This categorization gets really blurry really quickly, but what is very clear is that targeting infrastructure like this isolates the military objective into only a few possibilities.

Either the United States is attempting to go scorched-earth on civilian infrastructure so as to make life as miserable as possible and thus attempt to turn the populace against the government...or this is pre-shaping fires for other operations that might take place in the vicinity of the coastline. Neither option makes a whole lot of tactical sense, but making sense has not been a prerequisite for any military objective sought so far during this conflict, so the continued targeting over the next few days will probably shed some light on what the objective is with this latest campaign. As of this afternoon, dozens of refueling tankers are once again making their way into the Middle East from Europe and beyond, so the war is likely to continue escalating for foreseeable future.

Analyst: S2A1
 Research: https://publish.obsidian.md/s2underground
NomadNet: 5fa68c88be727a0e1a250a75e5e79269
Disclaimer: No LLMs were used in the writing of this report.
//END REPORT//

Hey everyone, kind of an odd one today. I had a spur of the moment thought this morning and decided that what I was going to say in tomorrow's Intel Update, would be best served as a dedicated podcast/video. I did not want to bog down the more informational content with a full-blown rant segment, so I recorded this separately.

//The Wire//1800Z July 16, 2026//
 //ROUTINE//
 //BLUF: UKRAINIAN ATTACKS CONTINUE ON RUSSIAN SHIPPING IN BLACK SEA, RUSSIA RETALIATES BY STRIKING UKRAINIAN SHIPPING. WILDFIRES CONTINUE TO SPREAD IN CANADA.//

 -----BEGIN TEARLINE-----

-International Events-

Europe: The war in Ukraine has continued to expand, with attacks on Russian merchant vessels remaining constant in the Black Sea. Russia has likewise retaliated by striking Ukrainian vessels also located within the Black Sea, as well as several port cities in southwestern Ukraine.

Middle East: The war continues as before, with regular strikes taking place in the coastal regions which have been host to targeting for several days. Last night the US struck the port of Bandar Abbas again, and the Iranians have responded with attacks on Kuwait, which continued sporadically overnight.

Analyst Comment: One aspect of the war that has not escalated for now, has been the conflict between Saudi Arabia and Yemen. After the initial mutual strikes two days ago, the Saudi's have chosen to back off of this line of effort, probably because they realized how bad of an idea it is to start a fight with the Houthis right now. That Saudi East-West Pipeline is the main asset that is keeping Saudi Arabia in the global oil market right now, and the Houthis can very easily threaten their main revenue source.

Canada: Over the past few days, wildfires have continued to spread throughout the nation. As of this morning, at total of 859x wildfires are actively burning nationwide in Canada, most of which are clustered in Ontario, Qeubec, and the Northwest Territories. Of these active fires, 63x are out of control with zero percent containment. Evacuations of thousands of rural and tribal areas have been ordered over thousands of square miles, and air quality alerts have been issued for much of the American northeast and mid-Atlantic due to the smoke.

-----END TEARLINE-----

Analyst Comments: Though not exactly grabbing front page headlines, the war in Ukraine has continued to expand and become increasingly more serious during this year's summer offensive.

Numbers are hard to independently verify, but the Ukrainians claim a total of 136x Russian vessels have been struck so far during this Black Sea targeting campaign since it began last week. This number seems a little high, but what is undeniable is that the Black Sea and the Sea of Azov have become a new front during this war...for both sides, as demonstrated by the Russians now targeting Ukrainian ships. Equally important is the impact this is having on the broader Russian oil market. Previous strikes on petroleum refineries resulted in fuel shortages throughout Russia, which have varied by severity and location. Striking tankers in the Black Sea really only impacts the petroleum export market, and the long-term impacts of this will be interesting to follow. 

Like it or not, the concept of globalization has functioned as designed, and most nations are linked to each other in ways that are not readily apparent at first. Russia mostly exports oil to India and China, and their exports have remained high during the Persian Gulf crisis. So Ukraine, in striking the oil intended for China, is directly playing a hand in the Gulf War...a conflict thousands of miles away. How this will manifest over the next few weeks will be important. Gas prices in the US have been MUCH cheaper than they should be, due to a long list of factors, one of which has been the Chinese dipping into their own reserves to sharply reduce their demand. Ukraine strikes ships intended for China, and China now has to either dip into their reserves more...or buy more oil from the Middle East, and demand goes up in an already restricted supply chain. The Gulf War is still hot to some degree, and the miniscule flow of oil that had begun to trickle out of the Gulf during the ceasefire has once again slowed to a drip...and now that Ukraine is striking Russian oil intended for China, an already tight oil market is probably going to be squeezed even harder.

Analyst: S2A1
 Research: https://publish.obsidian.md/s2underground
NomadNet: 5fa68c88be727a0e1a250a75e5e79269
Disclaimer: No LLMs were used in the writing of this report.
//END REPORT//

//The Wire//2300Z July 15, 2026//
 //ROUTINE//
 //BLUF: STRIKES CONTINUE TO ESCALATE IN THE MIDDLE EAST AS WAR REMAINS HOT. PARASITIC INFECTION CONTINUES TO SPREAD IN USA. POLICE OFFICERS AROUND THE NATION INVESTIGATED FOR ILLEGALLY SPYING ON AMERICANS.//

 -----BEGIN TEARLINE-----

-International Events-

Middle East: Mutual targeting continued overnight throughout the region, with Iranian forces striking many American-aligned military bases in several Gulf states. Isa Air Base in Qatar was hit hard overnight, and several storage warehouses were hit in Kuwait. Iran claims to have also struck the parking apron at Muwaffaq Al-Salti Air Base in Jordan, targeting the fighter aircraft which have been staged at the base for weeks. On the American side, the US has conducted several waves of attacks, with constant bombings continuing in many major port facilities. The ports of Bandar Abbas, Jask, and Chabarhar have been targeted regularly for several days, in addition to the Gulf Islands which have served as communications nodes for ships transiting the Strait.

Throughout the morning, the Strait remained somewhat navigable via the Iranian route. Several ships were observed making the crossing using only the northern Iranian traffic scheme. After the targeting of several merchant vessels over the past few days in the southern route, no ship has taken the Omani route, all ships are diverting north. 

Analyst Comment: In terms of how much oil is getting out, it's not much. No American tankers were observed transiting overnight via either route, and the severity of the oil crisis remains a major concern for impacts to the homeland. This afternoon CENTCOM struck a merchant vessel themselves, highlighting that the American blockade of the Strait is still in effect.

-HomeFront-

USA: Around the nation, an outbreak of Cyclosporiasis has continued to sweep through the country, with roughly 7,000 cases of parasitic infection being reported. Most of the cases are clustered in Michigan, but the food-borne illness has been reported in many other states. Health authorities are working to narrow down the point of origin for the parasite, which appears to be linked to contaminated lettuce or unclean food preparation practices at fast food chains.

Georgia: This morning, five police officers with the Albany Police Department were fired after an internal investigation revealed that they were using their access to the Flock camera/sensor database to stalk and illegally surveil citizens.

South Carolina: This morning, two police officers in the city of Greer were fired after an internal investigation revealed that they were using their access to the Flock camera/sensor database to stalk and illegally surveil citizens.

Texas: Yesterday, one police officer with the Pasadena Police Department resigned after an investigation was launched into his misuse of the Flock camera/sensor network. Sgt. Michael Palitz is currently under investigation for allegedly using the intelligence network to stalk a female police officer. No further details on this incident have been provided as the investigation is still ongoing.

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Analyst Comments: Though it is purely anecdotal at the moment, locals on the ground in many Middle Eastern countries are reporting that this time, the fighting is different as fewer successful interceptions are being reported. As always, if interceptions of drones and missiles are successful, these munitions are usually destroyed out over the waters of the Gulf, out of view of the civilian populace. However, a lot of people have been rather dismayed that the fighting has resumed, and from their perspective it looks like their country is not intercepting anything because they are out of interceptor missiles. The stockpiles of interceptors running low for Gulf states has been a common theory for a while, after the war drew to a lull two months ago. After the ceasefire went into effect, it was generally assumed that the United States would sell more interceptor missiles to the Gulf countries (in addition to resupplying our own missile defense sites), but now that the fighting has resumed and locals are observing slow-flying drones very clearly not being intercepted in many cases, the concerns of missile stockpiles have come to the front page once again.

Analyst: S2A1
 Research: https://publish.obsidian.md/s2underground
NomadNet: 5fa68c88be727a0e1a250a75e5e79269
Disclaimer: No LLMs were used in the writing of this report.
//END REPORT//

//The Wire//1900Z July 14, 2026//
 //ROUTINE//
 //BLUF: WAR IN MIDDLE EAST REMAINS HOT WITH USA AND IRAN EXCHANGING HEAVY FIRE OVERNIGHT. NEW YORK TIMES JOURNALISTS ISSUED SUBPOENAS REGARDING THEIR REPORTING ON AIR FORCE ONE.//

 -----BEGIN TEARLINE-----

-International Events-

Middle East: The war continued to escalate overnight, with the attack/counterattack cycle no longer being distinguishable, as all belligerents are now attacking constantly. At least two more ships have been struck in the Strait of Hormuz since last night, and the US has continued to fly continuous sorties to strike targets within Iran. Dozens of targets were struck overnight, with CENTCOM announcing that the sorties took 5 hours to complete throughout the region. As of this morning, nearly all of the targets that have been struck have been within a few hundred yards of the Gulf, with heavy concentrations of targets being located within Bushehr, Bandar Abbas, Chabahar, and Jask, all of which are major naval bases. Most of the Gulf islands have also been struck, with Qeshm and Kish Islands being targeted heavily this afternoon.

Conversely, Iran has conducted their own strikes in Jordan, Bahrain, Qatar, and Kuwait. In Kuwait, Iranian forces have conducted counter-battery fire on American HIMARS missile launcher sites, with multiple ballistic missile strikes taking place at most of the US bases and missile launch sites all day.

Analyst Comment: Over the past 24 hours, the war in the Middle East has returned to the level of fighting first observed during the height of the war back in March. How long this is planned to continue is unknown, but this is not a slight increase in targeting; the war appears to be fully back on once again.

United Kingdom: This morning Counterterrorism police released more details regarding a high-profile murder case that took place last week. On Thursday, Ann Widdecombe was found murdered in her home in the town of Haytor in Devon. After her murder was discovered, local authorities immediately referred the case to counterterrorism, and one suspect has already been arrested in conjunction with this case. This suspect has been charged for the murder, and as of this morning terrorism offenses have been added to the list of charges.

Analyst Comment: This case is noteworthy as most of the information so far indicates this was a political assassination, and the speed at which authorities have immediately declared this to be a terrorism incident is very, very unusual. Widdecombe was a former Member of Parliament, and in her later years was a familiar conservative political commentator known to weigh in on political issues throughout the nation. More details may or may not come to light in due time regarding the identity of the suspect, but due to the high-profile nature of this murder, this case will be in the headlines for a while.

-HomeFront-

Washington D.C. - Yesterday a total of five New York Times reporters have been subpoenaed to appear before a grand jury, to testify regarding their reporting on the alleged security breaches onboard the new Air Force One. Last week, President Trump flew to Turkey for the NATO summit on the new airframe, but during the trip, an undisclosed security issue prompted the Secret Service to switch back to the older platform.

Analyst Comment: The details of exactly what the alleged crimes are, have not been disclosed. The New York Times has a history of publishing content which could lead to security issues, but in this case nothing they wrote in their original report appears to have been classified. However, they did explicitly state that they had a source who had classified knowledge of the defenses (or rather, the alleged lack of defenses) on the new Air Force One platform, which is probably why the harsh crackdown on the New York Times. They also made the claim that the new airframe has not had enough time to install the anti-missile countermeasures of the older platform, though no detail on this was provided. Regardless, talking to journalists in any capacity about any of the protection measures used by the White House is a huge no-no, and one of the most sensitive issues that always results in a very heavy-handed response.

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Analyst Comments: As the war in the Persian Gulf rages on, concerns are growing regarding the apparent widening of the war to include the Red Sea region. The mutual targeting between the Saudis and the Houthis in Yemen has continued to some degree, though it's too soon to tell if either party is committed to turning this into a more protracted fight. If that is the chosen course of action, the situation is likely to get very serious.

While the Strait of Hormuz remains a hot warzone that has restricted the flow of about 20 million barrels per day out of the region, the Saudi East-West Pipeline system has been working to reduce this deficit by pumping roughly 7 million barrels per day during most of this conflict. This has eased the burden of Hormuz being cut off, and has been one of the main factors keeping oil from reaching $200 per barrel. However, this pipeline runs from the Gulf, across the desert, before terminating in Yanbu at a major oil export terminal. This terminal....is within missile range of the Houthis. Somewhat interestingly, there are also very little air defenses in the southern regions of Saudi Arabia despite the Saudis fighting the Houthis for a couple of decades at this point; nearly all missile defenses are on the northern coastline or in the vicinity of American bases. So far during this conflict, the Iranians have successfully struck the Yanbu oil terminal using extremely long-range (and slow-flying) drones. The Houthis have a much higher chance of success in threatening Yanbu, and if they are able to strike this facility, the global oil crisis will go from worse to worst.

Analyst: S2A1
 Research: https://publish.obsidian.md/s2underground
NomadNet: 5fa68c88be727a0e1a250a75e5e79269
Disclaimer: No LLMs were used in the writing of this report.
//END REPORT//