We know what’s coming and we are prepared.
🇺🇸🇮🇷🇮🇱 - WAR IN IRAN | APRIL 3rd, DAY 35 RECAP:
🇮🇷🇰🇼 - Iran has struck the Mina Al-Ahmadi refinery in Kuwait. Multiple fires have been reported.
🇱🇧🇮🇱 - “The disarmament of Hezbollah is not one of the objectives of the IDF’s fighting in Lebanon at this stage,” the IDF said.
🇮🇷🇰🇼 - Iran has struck a Kuwaiti power and desalination plant, causing damage, according to the Kuwait Ministry of Electricity.
🇮🇷🇦🇪 - Habshan gas facilities in Abu Dhabi have temporarily suspended operations after a fire broke out due to an Iranian attack.
🇫🇷🇮🇷 - A French-owned cargo ship crossed the Strait of Hormuz earlier this morning. It was broadcasting its position and planned route openly and encountered no incident.
🇺🇸🇮🇷 - A U.S. F-15 fighter jet was shot down over southwestern Iran. One pilot has been rescued, while the second is still missing, according to the Pentagon.
🇮🇷🇶🇦🇵🇰 - “In a dramatic turn of events, Iran has just rejected Pakistan's offer to mediate in the conflict. Qatar will now take the lead ahead of next week's talks,” Intelligence Online reported.
🇺🇸🇮🇷 - Two Black Hawk helicopters involved in the search and rescue operation for the pilots were struck by Iranian forces. All crew are safe and accounted for.
🇺🇸🇮🇷 - Around the same time as the downing of the U.S. F-15 fighter jet, an A-10 Warthog was shot down by Iranian defenses and crashed in Kuwaiti territory.
🇺🇸🇮🇷 - At least one MQ-9 drone was shot down over Iran.
🇺🇸🇮🇷 - Iran has rejected a 48-hour ceasefire proposed by the United States through intermediaries, according to Fars News Agency.
🇮🇷🇶🇦🇵🇰 - After Iran rejected Pakistan's lead in mediation, preferring Qatar, Doha has now also withdrawn from negotiating a peace deal between the U.S. and Iran, complicating ceasefire talks, according to The Wall Street Journal.
🇺🇸🇮🇷 - Iran is quickly repairing missile bunkers, U.S. intelligence says. Iranian operatives have been digging out underground missile bunkers and silos struck by American and Israeli bombs, returning them to operation hours after an attack, according to The New York Times.
🇺🇸🇮🇷 - The IRGC has sealed off a large area in Iran’s Kohgiluyeh and Boyer-Ahmad province to search for the missing U.S. pilot, along with local security forces and civilian tribal groups, three Iranian officials told The New York Times.
🇺🇸 - On top of boasting about breaking the record for the highest Dow value, Donald Trump can now also claim leading the administration with the highest number of USAF aircraft shot down within 24 hours since Operation Linebacker I in Vietnam on May 10, 1972, when the U.S. lost 11 aircraft in a single day.
🇮🇷🇦🇪 - Emirates Global Aluminium says its Al Taweelah site will take 12 months to restore production after Iranian missile strikes. The complex is one of the largest in the world.
🇮🇷🇮🇱 - Iran directly struck Israel's Negev Industrial Zone, causing a massive fire and damage. It also used cluster munitions to strike multiple locations in central Israel.
Here's our recap from yesterday: https://x.com/officialrnintel/status/2039889605541929005?s=20
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Source
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[July 3, 2026 EST]
🔥 Top Stories
• Middle East risk flares — IDF hits Hezbollah sites in south Lebanon; Houthis threaten Saudi assets; France deploys naval/mine-countermeasure assets near Hormuz.
• U.S. oil market scrutiny — DOJ/FTC say they’re monitoring crude for price-fixing/collusion as Brent settles at $72.12/bbl.
• Trump pardons saga — Trump signs pardons for six and faces fresh scrutiny after NBC reported undisclosed stock purchases before tariff pause.
⛽ Oil & Energy
• Gulf crude exports topped 10M bpd in June but remain ~40% below pre-conflict levels; Fitch flags ongoing Iran/Mideast risk to corporates and oil forecasts.
• CMA CGM warns Hormuz transit charges would be “devastating”; Airbus says defense cooperation remains pressured.
📊 Markets & Macro
• Germany’s 2027 draft budget lifts borrowing to €203.7B and spending to €555.4B; euro equities firm with DAX +0.85%.
• ECB/BoE message: inflation still the focus, but Bailey says UK ...
🇮🇷🏆🇺🇸 Iran Is a Bigger Defeat Than Vietnam | Foreign Policy
At his second inaugural, U.S. President Donald Trump pronounced his hope “that our recent presidential election will be remembered as the greatest and most consequential election in the history of our country.” By losing his Gulf war, Trump has achieved that goal. His choice to launch a campaign against Iran was encouraged by others, but fully his own. It has led to a reversal that marks a strategic calamity far greater than the U.S. defeat in the Vietnam War.
Defeat in the Iranian war looks, on the surface, nothing like other U.S. military defeats. The speed of the war and its remoteness have lent an air of unreality to the whole endeavor. The White House has not been burned, as it was in 1814; there have not been protests against a nonexistent draft. The absence of substantial U.S. casualties in this conflict also masks the scale of the U.S. defeat. To be sure, the war has been deadly: Thousands of Iranians, ...
According to The Wall Street Journal, Donald Trump reviewed military options for a full-scale war against Iran to “finish the job,” but has decided, for now, not to move forward.
The report says Trump is concerned that renewed military conflict could hurt the chances of a diplomatic resolution and of dismantling Iran’s nuclear program, and that he’s shown willingness to let indirect talks in Qatar run past the August 18 deadline. He is said to be fine with continuing limited strikes on Iranian targets if Tehran violates the current temporary deal - as it already has, repeatedly.
How are those negotiations going?
Not well. It seems JD Vance’s “historic” face-to-face achievement was a one-off. Washington has been quietly downgraded from talking to the Great Satan to negotiating with the Little Satan instead - a senior Qatari official confirmed that U.S. envoys Steve Witkoff and Jared Kushner met Qatari officials in Doha, but there are currently no high-level U.S.-Iran meetings ...
