S2 Underground

The Wire - March 12, 2026


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//The Wire//1700Z March 12, 2026//
 //ROUTINE//
 //BLUF: MEDIA REPORTS MINES LAID IN STRAIT OF HORMUZ. MULTIPLE SHIPS STRUCK BY EXPLOSIVE BOATS IN PERSIAN GULF. THREATS TO AMERICAN HOMELAND REMAIN ELEVATED.//

 -----BEGIN TEARLINE-----

 
 -International Events-

Persian Gulf: Last night two tanker vessels were struck by Iranian Unmanned Surface Vessels (USVs). Two explosive-laden small boats rammed into the side of two oil tankers that were anchored outside the port of Basrah. The two vessels (the M/V ZEFYROS and M/V SAFESEA VISHNU) were conducting ship-to-ship operations near the Basra Oil Terminal when both vessels were struck by remotely-controlled explosive boats. Several hours later, a third vessel was struck by a drone in the southern Persian Gulf, off the coast of Jebel Ali.

Strait of Hormuz: This morning many mainstream media sources have cited closed-source reporting claiming that Iranian forces have indeed mined the Strait. An estimated 10x mines have been laid, with some reports stating that potentially dozens of mines have been laid throughout the choke point.

Analyst Comment: So far, there's not much we can do with off-the-record reports citing unknown sources. However, considering the concerns over the past few days, it's possible that the Iranians have laid a few strings of mines, even though doing so would likely harm their relationship with China. Where these mines are located, is anyone's guess. But if the Iranians can continue successful targeting efforts with remotely-piloted small boats, it would not be that much of a jump to assess that they can probably place a few mines as well.

Middle East: Around the region, attacks on American installations and positions continue. Al Dhafra Airbase was struck this morning, and more substantial drone strikes were reported throughout Dubai overnight. Most of the munitions were intercepted, but the Address Creek Harbor hotel was hit by a Shahed drone early this morning. In Bahrain, hotels and other sites continue to be targeted by Iranian drones, in addition to oil infrastructure throughout the island nation which has been targeted several times since the start of this conflict.

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

Analyst Comments: Yesterday afternoon, multiple mainstream media outlets began broadcasting claims of an alleged plot for Iranian forces to attack the American homeland. Specifically, claims have been made that Iranian forces may attempt to launch drone attacks on California from ships off the west coast. No substantial information or context has been provided beyond that initial leak.

As of right now, this is a giant game of telephone. The report probably came from the FBI, was passed to various police departments as a Law Enforcement Sensitive document, and was subsequently leaked to the media (without posting the actual source document). For context, the "Iranian drone ship off our coast" attack vector has been theory for so many years that in intel circles it's more of a thought experiment that is used to teach concepts. For many, many years, this theory has not been considered a serious threat, simply because Iranian forces do no have the naval capability to sustain combat operations off the American west coast. A subset of this thought experiment is the theory of some malign actor (in this case, the Iranians) using containerized drone launchers concealed onboard legitimate containerships, which would launch without notice. This theory is vastly more likely, and has been confirmed to not just be possible, but operationally effective, as demonstrated by Ukraine's Operation SPIDER WEB last year. However, Iran does not have the same capabilities as America-backed Ukraine, so this theory, while possible, still lies in the theoretical realm instead of a direct pending threat. 

Hopefully more information will come to light regarding what the threats actually

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