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⚡️ - Some of my observations, now that nearly a month of this (4 day) war has passed:

  • Israel's interceptor arsenal, except the Iron Dome, has hit a critical stage more than a week ago. It's "Arrow-II/III" inventory is nearly completely depleted; thus the chance of impacts increased exponentially.

  • The degradation of CENTCOM radars has been apparent since the very start of the conflict, after Iranian strikes. To compensate, the USAF has been conducting more AWACS sorties, including "E-3B Sentry", "E-2 Hawkeye" AEW and "U-2".

  • Israel expended a large % of it's stand-off munitions in this campaign, nearly half. This would not be the case if their use was not necessary.

  • The IAF and the USAF are capable of entering deep into Iranian airspace due to established air-corridors made possible through Iran's mountainous terrain, which also makes Iranian IADS coverage limited. This is paired with the US Navy's TLAM strikes targeting these installations, alongside USAF HARM strikes & EW jamming (eg. "EA-18G" ) .

  • Iran recognizes the threat, and thus is seemingly depending on EO/IR air-defenses for interceptions.

  • Israel's ISR capabilities have been pretty much diminished, after the nearly complete destruction of it's MALE UCAV inventory. The effects of this change the entire equation and are devastating in every axis. The IAF cannot conduct effective TEL hunting operations and is now forced to only strike pre-destined targets. This means the IRGC gets to launch Ballistic Missiles freely across a large area. To counter this, the coalition continues to attempt and suppress SSM UGFs through stand-off munition strikes on entry points across Iran, and even bunker-busting munitions (eg. "GBU-72" ) in the south of Iran.

  • In Lebanon, Hezbollah's activities surpass even last year's, setting a new record everyday, despite the heavy blows in the last campaign. Again, the loss of IAF ISR has given Hezbollah near complete freedom in it's Long range missile launches, it's ground ATGM installations, ground movements and withdrawals, and drone launches.

  • Hezbollah's tempo has changed significantly from last year, and is now largely conducting hit-and-run strikes on the IDF, through the use of ATGMs, FPV drones and loitering drones, then proceeding to withdraw, ensuring a life-conserving approach while executing the most amount of damage possible. This in turn however leads to the IDF, which is conducting frequent spearhead attacks, to advance quickly.

  • The coalition recognizes that the Iranian government will not fall from this conflict, and has thus redefined it's objectives early on, into creating a new precedent where the IAF and the USAF get to "mow the lawn" in Iran without global outrage, ensuring the constant denial of IADS and offensive rebuilding capabilities of Iran, similar to it's approach in Gaza over the years. This is why the coalition's PR campaign has largely focused on the destruction of Iran's conventional capabilities, such as it's Navy warships and Fighter Jets, despite them not presenting a real threat to either.

  • An American ground special operation seems inevitable, the "31st MEU" "160th SOAR", "[?] SFG", "5th SOG", Rangers, and SEALs have been moved to the theater.

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December 25, 2025
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00:10:29
Ground Invasion

🇺🇸🇮🇷⚡️- “U.S. Central Command (CENTCOM) completed another round of strikes against Iran at 9 p.m. ET, July 20.
U.S. forces struck Iranian military command centers, maritime capabilities, missile and drone launch sites, and air defense systems to degrade Iran's ability to continue attacking commercial vessels flowing through the Strait of Hormuz.
Commercial vessel transits through the vital international maritime corridor continue. Since early May, CENTCOM forces have helped facilitate the transit of approximately 900 commercial vessels and 450 million barrels of crude oil.
American forces remain postured and prepared to hold Iran accountable for unwarranted aggression toward civilian mariners seeking to freely and openly transit the strait.” - U.S. Central Command.

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Vaxelis

“This is insane!” — A new vaccine is on the market called VAXELIS lt has 6 VACCINES in ONE SHOT for 6-WEEK-OLD BABIES...6 Infants Died In Trials.
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Subscribe: The Lost Past ⏳
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00:01:42
Markets

🌆 Market News Digest
[2026-07-19 17:00–2026-07-20 16:30 EST]

🔥 Top Stories
• U.S.-Iran conflict escalates — fresh U.S. strikes, Iranian retaliation, and talks/ceasefire chatter keep markets on edge
• Oil surges on Hormuz risk — Brent topped $90 intraday, WTI near $83, with tanker incidents and Saudi/Hormuz shipping threats
• Trump escalates pressure on Iran — says Iran will “pay” for U.S. deaths; U.S. adds aircraft and signals next campaign phase
• Canada CPI cools — headline CPI eased to 2.8% y/y, supporting easier BoC path and denting CAD
• UK government reset — Starmer resigned; Burnham took over with a reshuffled cabinet, pledging fiscal rules but more flexibility

⛽ Oil & Energy
• Tankers hit / shipping disrupted — fires, explosions and drone threats in Strait of Hormuz, Bahrain, Kuwait and off Oman
• Chevron shuts Petronius output — Gulf platform shut-in as storm risk adds to energy supply worries
• CPC oil loadings suspended — attacks on tankers halt Kazakhstan ...

🛢 Analysts estimate the U.S. has about 43 days until its crude oil inventory is empty.

🔗 Barchart

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Inflation

⛽️ While the price of crude oil is still below the prices seen during the peak of the 3rd Gulf War fighting, diesel prices on the other hand are surging and surpassed their peak in May.

Diesel is the most important fuel for the global economy, widely used in agriculture to fuel tractors and combine-harvesters.

@CIG_telegram

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