The United States has reportedly exhausted most of its long-range precision missile inventory after five months of military operations against Iran, prompting growing concern within the Pentagon over the country's preparedness for future conflicts involving major powers such as China and Russia.

According to a Reuters report citing multiple sources familiar with internal US military assessments, the prolonged conflict has significantly reduced stocks of key precision-strike weapons, including the Army Tactical Missile System (ATACMS) and the newer Precision Strike Missile (PrSM). The depletion has reportedly triggered internal discussions within the Trump administration over America's military readiness.

Precision Missile Stocks Under Pressure

The report said the US Army has used "virtually all" of its available ATACMS and PrSM missiles during operations against Iran since the conflict began in February following President Donald Trump's decision to launch a joint military campaign alongside Israel.

Although officials did not disclose the exact number of missiles remaining, sources indicated that the depletion has become severe enough to raise concerns about the country's ability to respond effectively to another large-scale military confrontation.

Military planners reportedly relied heavily on long-range stand-off weapons instead of deploying more piloted aircraft for deep-strike missions, reducing risks to personnel while maintaining operational effectiveness.

Critical Weapons for Future Conflicts

ATACMS has long served as one of the US Army's primary long-range surface-to-surface missile systems, while the PrSM is its next-generation successor with greater range and enhanced strike capabilities.

Both missile systems are considered central to US military planning for any future conflict involving strategic rivals such as China or Russia. They have also been supplied to Ukraine and used extensively against Russian military targets during the ongoing war.

Defence analysts believe replenishing these advanced weapons could take considerable time despite increased manufacturing efforts.

Production Expansion Faces Challenges

According to the report, American defence manufacturers have significantly expanded production of missiles and artillery ammunition since the outbreak of the Iran conflict.

However, industry officials reportedly believe current production levels may still be insufficient to rapidly restore depleted inventories if another prolonged military campaign emerges in the near future.

The growing demand for precision-guided weapons across multiple global theatres has placed sustained pressure on the US defence industrial base.

White House Rejects Shortage Concerns

President Donald Trump dismissed reports suggesting the United States faces a serious missile shortage.

Responding to questions, Trump said the country possesses "far more munitions than anyone in the world" and emphasised that defence manufacturers are producing weapons at record levels while expanding manufacturing facilities.

Pentagon spokesperson Sean Parnell also rejected suggestions that the US military lacks operational capability.

He said the American armed forces remain fully prepared to execute missions worldwide and continue to maintain a "deep arsenal of capabilities" to safeguard national interests.

Defensive Missile Systems Also Under Strain

The concerns extend beyond offensive weapons.

According to the Reuters report, inventories of defensive systems such as Patriot missile interceptors and the Terminal High Altitude Area Defense (THAAD) system have also declined substantially during the conflict.

A recent assessment by the Center for Strategic and International Studies (CSIS) estimated that nearly 65 per cent of Patriot interceptors have been consumed since February, while THAAD interceptor inventories have fallen by at least 38 per cent.

Questions Over Internal Transparency

The latest report follows earlier claims published by The Telegraph, which suggested some officials close to President Trump were concerned that the Pentagon had not fully communicated the extent of missile depletion to the White House.

According to the report, some officials feared a culture of reluctance within the Defence Department may have discouraged senior military leaders from delivering negative assessments regarding declining weapons inventories.

The developments come as the United States continues to monitor multiple global security challenges while balancing operational commitments across different regions.

US President Donald Trump has issued a strong warning to Russia and China, saying there would be "dire consequences" if either country intervenes in support of Iran amid the escalating conflict in the Middle East. Trump said he believes both Russian President Vladimir Putin and Chinese President Xi Jinping have assured him that their countries will not provide weapons to Tehran.

In a post shared on social media on Friday, Trump dismissed speculation that Moscow or Beijing were actively supporting Iran in the ongoing conflict. However, he made it clear that any change in that position would trigger a serious response from the United States.

"I don't believe China or Russia are involved in the Iran war. But if they are, it won't end well for them," Trump said.

The US President revealed that during his recent meeting with Xi Jinping in Beijing, the Chinese leader assured him that China would not send weapons to Iran "under any circumstances." Trump also claimed Xi confirmed that Chinese companies would follow the same policy.

"I believe Xi Jinping," Trump wrote, expressing confidence that Beijing would keep its commitment.

Trump also said Russian President Vladimir Putin had given him a similar assurance that Russia would not supply military equipment to Iran despite Moscow's close ties with Tehran.

Trump Says He Is Still in Contact With Putin

Despite the continuing war in Ukraine, Trump said he remains in regular contact with Putin.

He also addressed US military assistance to Ukraine, clarifying that Washington does not directly provide weapons to Kyiv. Instead, he said, the United States supplies arms to NATO allies, which purchase the equipment and decide how to use it.

"We sell weapons to NATO countries. They pay the full cost, and what they do with those weapons afterward is their decision," Trump said.

Netanyahu to Meet Trump in Washington

As tensions continue to rise in the Middle East, Israeli Prime Minister Benjamin Netanyahu is scheduled to visit Washington on Monday for talks with President Trump.

The meeting will mark the first face-to-face discussion between the two leaders since the Iran conflict intensified. The agenda is expected to focus on regional security, military coordination, and diplomatic efforts to prevent further escalation.

Oil Prices Cross $100 a Barrel

The ongoing conflict has begun affecting global energy markets.

Brent crude oil prices climbed above $100 per barrel for the first time since May as fears of supply disruptions in the Gulf intensified. Analysts say continued instability near the Strait of Hormuz could push energy prices even higher in the coming weeks.

Iran Launches Drone Strikes on US Bases in Kuwait

Iran reportedly carried out drone attacks on three American military installations in Kuwait on Friday.

The targeted bases included:

• Camp Arifjan
• Camp Doha
• Camp Adairi

The attacks underscore the widening regional dimensions of the conflict and have heightened concerns over the safety of US military personnel stationed across the Gulf.

Iran Rejects US Pressure

Iranian Foreign Minister Abbas Araghchi reiterated that Tehran would not surrender to US pressure or threats.

Speaking at the Shanghai Cooperation Organisation (SCO) Foreign Ministers' Meeting in Kyrgyzstan, Araghchi said Iran would continue defending its sovereignty despite mounting international pressure.

Indian Crew Safe After Tanker Attack

In another development, an LPG tanker sailing under the Mozambique flag came under attack in Iranian waters near the Strait of Hormuz.

The Indian Embassy confirmed that all 28 Indian crew members aboard the vessel are safe, providing relief amid growing concerns over maritime security in one of the world's busiest shipping routes.

Prime Minister Narendra Modi and US President Donald Trump met face-to-face for the first time in 16 months at the G7 summit in France, but the trademark embrace was conspicuously absent.

The G7 summit in the French spa town of Évian-les-Bains unfolded against the backdrop of the US-Iran war, with Prime Minister Narendra Modi using the global stage to deliver a pointed message on maritime safety that appeared directed at Washington.

As leaders of the world's largest democracies gathered at the invitation of French President Emmanuel Macron, the India-US relationship encountered turbulence over recent weeks, marked by differences on the Operation Sindoor ceasefire and American tariff measures targeting Indian exports.

A Handshake, Not a Hug

The meeting between Modi and Trump marked their first in-person encounter since the Indian leader visited Washington in February 2025, shortly after Trump returned to the White House for a second term.

When the two leaders finally came face-to-face, the customary bear hug that had become a hallmark of their personal rapport was replaced by a formal handshake. Trump was seen patting Modi lightly on the arm, a gesture that acknowledged their history while stopping short of the warmth displayed during previous meetings.

The more significant development, however, came during Modi's address to the gathering.

Modi's Unspoken Rebuke

Speaking at a session with Trump seated directly beside him, Modi welcomed progress toward peace efforts in West Asia but made clear that the conflict had come at a cost to India.

"Several Indian civilians have also lost their lives. The safety of seafarers, who connect all countries through global maritime trade, is our responsibility," Modi said, according to officials present.

Though he did not name the United States, the timing lent weight to his words. Three Indian nationals died when US forces attacked the Palau-flagged oil tanker Settebello near the Strait of Hormuz last week.

"We must ensure that sea lanes remain safe, and seafarers can carry out their work without fear," Modi added, stating that India was "fully prepared to work with all partners on these issues."

 The Trust Deficit

The Prime Minister's remarks extended beyond maritime safety to address what he termed a growing crisis in international relations.

"Today, the most important strategic asset is not minerals, technology, or markets, but mutual trust," Modi told the gathering. "The world is not suffering from a deficit of resources; it is suffering from a deficit of trust."

According to sources familiar with the proceedings, Modi referenced former US President Ronald Reagan's "trust, but verify" doctrine, calling on the international community to build "a credible rules-based order suited to a new era."

A PTI report confirmed the two leaders are scheduled to meet again on Thursday on the summit's sidelines.

Trump's Frustration with Israel

The Iran conflict dominated discussions, with Trump announcing both sides had agreed to a deal to end fighting.

The American leader expressed frustration with Israeli Prime Minister Benjamin Netanyahu over Israel's military campaign against Hezbollah in Lebanon.

"Without the United States, there would be no Israel. Without me, there would be no Israel because no other president was willing to do what I did," Trump said, according to officials.

Despite describing his relationship with Netanyahu as "great," Trump was blunt in his assessment. "I've had a great relationship with Bibi, but now Bibi has to be more responsible with respect to Lebanon," he said, adding he was "not happy with the way Israel has handled itself with Lebanon and with Hezbollah."

The US president argued the conflict had dragged on too long and risked undermining the recently announced agreement with Iran.

Europe's Diplomatic Overture

Trump's contentious relationship with European allies appeared to soften as the summit began, with leaders making concerted efforts to repair ties strained by the Iran war.

German Chancellor Friedrich Merz presented Trump with a football jersey bearing the number 47. European Commission President Ursula von der Leyen congratulated the US leader on the Iran framework, suggesting it would reopen the Strait of Hormuz and drive down oil prices.

French President Emmanuel Macron, who had earlier engaged in a war of words with Trump, invited him to dinner at Versailles on Wednesday to mark the 250th anniversary of American independence.

But tensions persisted beneath the surface. Trump did not hold a one-on-one meeting with British Prime Minister Keir Starmer, prompting Starmer to insist he had not been snubbed.

The Lighter Moments

Amid the serious discussions, the summit provided its share of human moments.

Italian Prime Minister Giorgia Meloni revealed she had not smoked a cigarette "since May 1," drawing applause from leaders around the table. British Prime Minister Keir Starmer expressed admiration for Cape Verde's surprising 0-0 draw against Spain.

Macron presented each leader with personalised bicycles to promote next year's Cycling World Championships in the French Alps. Modi and Meloni shared a warm greeting, with the Italian leader joking, "Yes, we are the most famous on Instagram."

Government to release May 2026 CPI at 4pm; analysts flag Iran war, oil spike and El Niño as upside risks

India’s consumer price inflation for May 2026 is scheduled for release at 4pm on Friday, and early estimates suggest the Consumer Price Index (CPI) may touch the Reserve Bank of India’s 4% target for the first time in 16 months. According to analysts and officials familiar with the data flow, rising crude prices after disruptions linked to the Iran conflict and weather risks from El Niño have pushed headline inflation upward in recent months.

Rising retail prices

Initial indicators point to a continued pickup in retail inflation after April’s 3.48% reading, which itself edged up from 3.40% in March. “We expect May CPI to be around 4.0%,” a senior economist at a private bank said on condition of anonymity, noting that energy and transport-related components are the main drivers. If the figure comes in at 4%, it will end a 15-month streak of readings below the RBI’s 4% midpoint.

Wholesale surge persists

Wholesale price pressures have already shown sharper movement. Wholesale Price Index (WPI) inflation rose to a 42-month high of 8.30% in April from 3.88% in March, reflecting a broad-based rise in commodity costs and supply-chain disruptions. That jump has fed through to some retail items, particularly fuel, edible oils and items linked to international shipping from the Gulf.

Oil and geopolitics

Crude prices spiked sharply after the Iran war-related disruption, briefly climbing from about $70 per barrel to as high as $126. The higher oil trajectory has flowed into domestic pump prices and freight costs, lifting both direct and indirect components of the CPI. At the June Monetary Policy Committee meeting, the RBI raised its FY27 inflation projection from 4.6% to 5.1% and warned that elevated crude and possible weather disturbances were upside risks. Governor Sanjay Malhotra had pointed to these factors when explaining the committee’s caution on policy normalisation.

New base-year effect

This release will be the fifth CPI data point published under the government’s updated base year of 2024. The Ministry of Statistics and Programme Implementation (MoSPI) shifted the base from 2012 to 2024 to reflect current consumption patterns and expanded the inflation basket. The move raised the number of goods and services tracked — from 299 to 358 items overall (259 to 308 products and 40 to 50 services) — and introduced new items such as rural house rent, CNG and PNG, OTT subscription fees, air and rail fares, and mobile tariffs.

Ground reality

On the ground in several cities early Friday, vendors and commuters reported higher transport fares and diesel-led increases in delivery charges. A vegetable wholesaler at a market in Bhopal said farmers were getting slightly better returns but retail prices for some vegetables remained sticky due to transport costs. “Trucking costs have gone up; that touches everything,” he said.

Public impact and watchpoints

A May CPI print at or near 4% will have immediate relevance for markets and policy makers. It would signal that the brief period of sub-4% headline inflation is over even as core inflation — which strips out volatile food and fuel — remains the key concern for the RBI. Higher headline inflation may harden market expectations about the pace and duration of monetary tightening, complicating the MPC’s balancing act between containing inflation and supporting growth.

What to expect next

Market participants will watch the detailed CPI release for component-wise readings: food (cereals, vegetables), fuel and light, transport, housing and services. The ministry’s release will also be scrutinised for any base-year related anomalies as the new series settles in. Analysts say momentum in oil prices and monsoon progress over June-July will be decisive for the near-term inflation path.

The MoSPI data comes as the economy is adjusting to higher global commodity costs and shifting domestic demand patterns. Observers say the RBI will remain data-driven, keeping options open depending on how inflation evolves in coming months.

Ivanka Trump Faces Alleged IRGC-Linked Assassination Plot: FBI Makes Arrest

Report claims Iraqi national targeted former president's daughter in Florida as Iranian Foreign Minister cites US demands blocking ceasefire talks

US authorities have arrested an Iraqi national allegedly linked to Iran's Islamic Revolutionary Guard Corps (IRGC) in connection with a plot to assassinate Ivanka Trump, according to a New York Post report. The development comes amid fragile diplomatic efforts to end the ongoing US-Israel conflict with Iran, where Tehran has blamed Washington’s “excessive demands” for stalling progress.

The FBI arrested 32-year-old Mohammed Baker Saad Daoud Al-Saadi for allegedly pledging to carry out the assassination. Investigators reportedly recovered a blueprint of the Florida residence of Ivanka Trump and her husband Jared Kushner, whose waterfront property is valued at around $24 million. The suspect had also shared a map of the area on the social media platform X, sources familiar with the investigation indicated.

Security Concerns in Trump Family

This incident highlights persistent security threats surrounding the Trump family even after Donald Trump returned to the White House. Ivanka Trump, who served as an advisor during her father’s first term, has largely stayed out of the public eye in recent years but remains a symbolic figure in American politics.

Local authorities in Florida have not issued a detailed public statement, but initial reports suggest heightened vigilance around the property. Security experts note that such plots, whether fully operational or aspirational, often exploit geopolitical tensions for motivation.

Iran Denies Direct Link, Pushes Diplomacy

In Tehran, Iranian Foreign Minister Abbas Araghchi held talks with Pakistan Army Chief General Asim Munir on Thursday night. Araghchi reportedly told his Pakistani counterpart that Washington’s “excessive demands” remain the primary obstacle to any potential deal aimed at ending the conflict.

Pakistan has emerged as a key mediator in backchannel efforts, joined by Qatar and several Arab nations urging restraint. While some progress was reported in recent days, US officials have indicated that President Trump is still weighing options, including possible fresh military strikes if negotiations fail.

Fragile Ceasefire and Regional Tensions

The assassination plot news surfaces as the Strait of Hormuz remains a flashpoint. Iran’s closure of the critical waterway earlier this year continues to disrupt global oil supplies, pushing prices higher. In India, fuel retailers hiked petrol and diesel prices for the third time this month, reflecting the ripple effects on import-dependent economies.

Arab nations, including the UAE, Saudi Arabia, and Qatar, have counselled the US against renewed strikes, warning of wider regional instability. Meanwhile, Israeli forces continue operations in southern Lebanon and the West Bank, adding layers of complexity to mediation attempts.

Ground Reality and Public Impact

In Iranian port cities like Bandar Abbas, residents report mixed views on the Hormuz blockade. Some see it as leverage in talks, while others point to rising unemployment among dock workers and falling local business. Globally, the conflict has strained diplomatic channels and raised concerns over nuclear non-proliferation efforts, with recent UN talks ending without agreement.

The arrest of the Iraqi national is seen by some analysts as part of broader counter-terrorism operations targeting IRGC-linked networks. US officials have long accused the IRGC of orchestrating threats against American interests abroad.

What Lies Ahead

As diplomatic efforts enter a sensitive phase, the coming days could prove decisive. Pakistan’s continued engagement, along with Qatari support, may help bridge gaps. However, any new military escalation could further complicate the path to de-escalation.

President Trump has previously stated that oil prices would fall once the Iran situation is resolved. For now, markets remain volatile, and families like the Trumps face elevated security risks amid heightened global tensions.

US-Israel Strikes on Iran May Resume Next Week as Trump Weighs Options

Tensions between the United States, Israel, and Iran have escalated sharply, with reports indicating that joint military operations against the Islamic Republic could restart as early as next week. US President Donald Trump is expected to make a key decision on possible action within the next 24 hours, according to Israeli media assessments.

Officials in the region are bracing for renewed hostilities following a fragile Pakistani-brokered ceasefire established in early April. A New York Times report on Friday, citing two anonymous Middle East officials, described "intense preparations" by the US and Israel — the most significant since the truce took hold.

Preparations Underway

Israeli Channel 12 reported that a senior official indicated Israel is readying for a conflict that could extend from several days to several weeks. “The resumption of the war is near, and we are preparing for several days to several weeks of fighting,” the official was quoted as saying.

US Secretary of Defense Pete Hegseth had earlier told lawmakers that Washington maintains plans to escalate if necessary, including options to shift assets or retrograde forces. These developments come after President Trump’s recent trip to China, where discussions reportedly touched on keeping the Strait of Hormuz open.

Cyber Suspicions Add to Tensions

Compounding the military concerns, US officials suspect Iranian-linked hackers of breaching systems monitoring fuel levels in storage tanks at gas stations across multiple states. According to CNN, the intrusions targeted automatic tank gauge (ATG) systems, many of which were online and lacked basic password protection.

The hackers reportedly altered display readings in some cases but did not affect actual fuel levels or cause physical damage. The incidents have raised alarms about vulnerabilities in critical infrastructure, though no immediate disruptions to fuel supply have been reported.

Ground Realities and Humanitarian Strain

Inside Iran, the prolonged conflict has taken a visible toll. Reports from state media highlight shortages of essential medicines, including antibiotics and fertility drugs like estradiol valerate, with black-market prices surging dramatically. Patients and pharmacies are struggling amid supply chain disruptions caused by the fighting and sanctions.

Iranian officials, meanwhile, have signalled a willingness to negotiate but firmly rejected any notion of unconditional surrender. Elyas Hazrati, head of the government’s Information Council, said restrictions on internet access would be lifted gradually, while President Masoud Pezeshkian thanked Pope Leo for what he described as a principled stance on the war.

Diplomatic and Regional Ripples

The situation in the Strait of Hormuz remains a flashpoint. Iran’s UN ambassador linked any resolution of the crisis to an end to attacks and the lifting of what Tehran calls a maritime blockade. China has criticised a US-backed resolution on the strait, calling its content and timing unhelpful.

On the diplomatic front, FIFA is set to meet Iranian football officials in Istanbul to discuss Iran’s participation in the upcoming World Cup in the United States, which has been cast into doubt by the conflict. Separately, Israel and Lebanon agreed to extend their ceasefire by 45 days following talks in Washington.

Trump’s Stance and Domestic Echoes

President Trump has projected confidence in US achievements, recently claiming a “complete military victory” in remarks that led to a heated exchange with a New York Times journalist, whom he accused of spreading “treasonous” reporting. He has also announced the elimination of a senior ISIS figure in a joint US-Nigerian operation.

US authorities have scored successes against Iran-linked networks, including the arrest of an Iraqi national tied to Kataib Hezbollah on terrorism charges.

As the 24-hour window for Trump’s decision approaches, analysts warn that the current stalemate remains unstable. Any resumption of strikes could have far-reaching consequences for energy markets, regional security, and global diplomacy. Officials on all sides continue weighing military options against the possibility of renewed talks.

Local reactions in affected areas of West Asia remain tense, with reports of sporadic incidents in Gaza, the West Bank, and southern Lebanon persisting despite truce efforts. The coming days are expected to clarify whether diplomacy can still avert a return to open conflict. 

Trump Optimistic as Iran War Nears End; Tehran to Respond to US Proposal Today

US President Donald Trump has expressed confidence that the ongoing conflict with Iran will conclude quickly, with Tehran expected to deliver its response to a proposed peace agreement through mediators on Thursday.

Tensions in the Middle East appear to be easing as diplomatic efforts gain momentum. US President Donald Trump stated on Wednesday that the war with Iran “will be over quickly,” while pushing for a resolution covering the Strait of Hormuz and Tehran’s nuclear programme. 

According to multiple reports, Iran is set to hand over its formal response to mediators today regarding a US-backed framework aimed at ending hostilities.

Diplomatic Breakthrough on the Horizon

Negotiations have reportedly advanced significantly in recent hours. Sources indicate that a 14-point Memorandum of Understanding is under discussion, though not yet finalised. The proposed deal includes a formal declaration to end the war, followed by a 30-day window for detailed talks on key issues such as navigation through the Strait of Hormuz, Iran’s nuclear ambitions, and potential easing of US sanctions.

Possible venues mentioned for further discussions include Islamabad and Geneva. Trump, speaking during a tele-rally and later at the White House, described recent talks as “very good” and reiterated that Washington’s actions were meant to stop Iran from acquiring nuclear weapons. 

Trump Warns of Consequences, Highlights Progress

In a Truth Social post earlier, the US President had warned that failure to agree would lead to intensified military action. However, his tone shifted to one of cautious optimism on Wednesday night. “They want to make a deal, and we’ll see if we can get there,” he remarked during a White House event. 

Trump also shared a chart on Truth Social comparing the current “Iran Excursion,” reportedly lasting about six weeks, with much longer previous US conflicts in Afghanistan, Iraq, and Vietnam. He captioned it simply: “Wow. Study this Chart!”

Officials familiar with the matter said the US maintains a strong naval presence in the region, described by Trump as acting like a “steel wall,” restricting Iranian vessel movements. He added that the situation remains “under control.” 

Market Reaction Positive Amid Ceasefire Hopes

Global markets responded favourably to the de-escalation signals. Oil prices fell sharply on Wednesday, with Brent crude settling around $101 per barrel, down nearly 8% from the previous day. Just a week ago, prices had climbed above $120 amid supply fears. 

Equity markets also climbed, reflecting investor relief over potential stabilisation in energy supplies. The developments come against the backdrop of ongoing supply disruptions affecting several regions. 

South Korea, for instance, extended its ban on petroleum stockpiling for another two months to manage domestic fuel market stability. 

Regional Spillovers Continue

While focus remains on US-Iran talks, related tensions persist. Israeli forces carried out strikes in southern Lebanon, including one targeting Erzi town near Sidon and another in Beirut’s southern suburbs that reportedly killed Malek Balou, a commander of Hezbollah’s Radwan Force. 

Four Israeli soldiers were injured in a separate drone attack in southern Lebanon. Israeli Prime Minister Benjamin Netanyahu stated that no terrorist would be safe and emphasised protection for northern Israeli communities.

ASEAN Summit to Discuss Energy Fallout

The broader West Asia crisis is also drawing international attention. Leaders at the ongoing ASEAN summit in Cebu, Philippines, are expected to prioritise discussions on the global fuel crisis and its impact on energy and food security for the region’s nearly 700 million people. 

Analysts note that managing economic fallout from the conflict could take precedence over other regional issues during the meeting. 

What Lies Ahead

Iran’s response today will be crucial in determining whether a ceasefire materialises within the next 48 hours, as some reports suggest is possible. While both sides appear interested in de-escalation, significant differences remain on nuclear issues and sanctions relief. 

Local authorities and shipping trackers continue monitoring maritime movements, with some empty tankers still navigating Iran-linked routes despite sanctions. 

The coming hours could mark a turning point in one of the more intense chapters of recent Middle East tensions, with implications for global energy markets, shipping routes, and regional stability. 

First LNG cargo in two months passes through strategic strait even as tensions persist; Tehran claims Washington's influence is waning

LNG Tanker Crosses Critical Waterway

The first liquefied natural gas shipment since the Iran war began two months ago has crossed the Strait of Hormuz and exited the Persian Gulf, ship-tracking data reviewed by Bloomberg showed on Tuesday.

The Mubaraz, which loaded LNG from Abu Dhabi National Oil Co.'s Das Island facility in the UAE around early March, was spotted passing the southern tip of India, according to the report. The tanker had been idling inside the Persian Gulf before it stopped transmitting signals around March 31.

Energy markets have been watching the strait closely. About one-fifth of the world's oil normally flows through this waterway.

Iran Says US Influence Fading

Iran's defence ministry spokesman Reza Talaei-Nik said on Tuesday that Washington is no longer in a position to dictate policy to other nations.

"The United States is no longer in a position to dictate its policy to independent countries," Talaei-Nik told state TV. He added that Washington would eventually "accept that it must abandon its illegal and irrational demands."

The remarks came as US officials weigh a new proposal from Tehran aimed at ending the West Asia war.

Rubio Calls Iranian Offer 'Better Than Expected'

US Secretary of State Marco Rubio acknowledged that Tehran's latest proposal is "better than what was expected," though he stressed that any future agreement must permanently prevent Iran from acquiring nuclear weapons capability.

The White House confirmed the Iranian proposal is under discussion. Press Secretary Karoline Leavitt said Washington's red lines remain in place while the offer is being considered.

Israeli Strikes Continue in Lebanon

Meanwhile, the Israeli military said its forces have destroyed more than 1,000 Hezbollah sites in southern Lebanon, including booby-trapped structures and buildings allegedly used to store weapons. The military also claimed to have seized hundreds of weapons, including anti-tank missiles, rockets, and mortar shells.

The operations continue despite a three-week ceasefire extension announced by US President Donald Trump. Hezbollah leader Naim Qassem has declared that his group will continue its "defensive resistance for Lebanon and its people."

Global Impact Widens

Australian Foreign Minister Penny Wong said the strait's closure is being felt disproportionately across the Asia Pacific region due to energy supply disruptions. Oil prices edged higher again on Tuesday, with Brent crude futures rising to $108.68 per barrel.

UN Secretary-General Antonio Guterres has appealed for freedom of navigation in the waterway, warning that prolonged disruption risks triggering a global food emergency.

Digital Blackout Enters 60th Day

Monitoring group NetBlocks reported that Iran's digital darkness entered its 60th day on Tuesday, with the public largely cut off from the global internet. Tehran police separately said they had discovered a residential unit "equipped with Starlink" in the Yousefabad district, alleging it was used for "espionage activities."

What Comes Next

Diplomatic efforts continue. Iranian Foreign Minister Abbas Araghchi arrived in Islamabad on Tuesday for his third visit to Pakistan in 48 hours, following talks with Russian President Vladimir Putin in St. Petersburg. The Gulf Cooperation Council will convene an exceptional summit in Jeddah later Tuesday.

US May Back Argentina on Falklands to Punish Britain, Leaks Suggest

Trump Unhappy Over Limited UK Support

Washington has signalled a possible shift on the Falkland Islands dispute. The move comes after Britain stopped short of fully backing American military action against Iran. According to internal Pentagon emails reviewed by Reuters, the Trump administration discussed reviewing US policy on the UK-held Falklands. Officials also weighed removing certain countries from key NATO positions.

Pentagon Email Reveals Tough Options

The email exchange among US Defence Department officials listed potential punitive steps. These included limiting Spain’s role inside the alliance and formally revisiting Washington’s stance on the Falklands. Britain and Spain have objected to the reported contents. The Pentagon has not issued any official comment, and the original message remains unpublished.

Britain Refused Airbase Access Initially

Tensions between Trump and British Prime Minister Keir Starmer became visible during the recent Iran conflict. London initially refused access to its airbases for American strikes. After Iranian retaliation, Britain permitted limited use of bases for operations near the Hormuz Strait. Officials indicated Trump remained dissatisfied with the level of support.

Argentina Welcomes US Review

Buenos Aires has responded positively to the development. Government spokesperson Javier Lanari said Argentina is making every effort to regain the Malvinas, as the islands are locally known. President Javier Milei, seen as politically close to Trump, reiterated there would be no compromise on sovereignty. The Falklands lie 500 km from Argentina but 13,000 km from Britain.

Historic 1982 War Still Resonates

Argentina occupied the islands in 1982. Then British Prime Minister Margaret Thatcher sent a naval task force. Within ten weeks, British forces reclaimed the territory. About 650 Argentine and 255 British soldiers died. Britain says islanders voted to remain British. Argentina insists on territorial integrity based on proximity.

US Officially Neutral but Backed UK in 1982

During the Falklands War, the US first attempted mediation. When talks failed, President Ronald Reagan provided Britain with intelligence and logistical support. Washington has never formally declared sovereignty either way. In practice, it has treated the Falklands as British-linked. The latest signals suggest that position may be used as leverage.

Spain, NATO Push Back on Leaked Proposals

Spanish Prime Minister Pedro Sánchez rejected any decision made on the basis of unofficial emails. He said Spain would stand with allies under international law. A NATO official added that no rule allows suspending or expelling a member country. Removing Spain from key roles remains practically impossible, the official noted.

What Happens Next

Diplomatic observers expect closed-door talks among US, UK, and Spanish officials. Argentina is likely to press its case further if Washington signals any formal policy review. Britain has not yet issued a detailed response. The Pentagon has remained silent. For now, the leaked email has reopened a decades-old territorial question. The coming weeks will show whether the Trump administration moves from discussion to action.

India Urges Nationals To Exit Iran As US-Iran Ceasefire Takes Effect

Two-Week Truce Announced After Intense Diplomatic Push

India on Wednesday issued a fresh advisory for its nationals in Iran, strongly urging them to “expeditiously exit” the war-hit country even as the United States and Iran announced a conditional two-week ceasefire.

The Ministry of External Affairs advised Indian citizens to leave immediately, citing the unpredictable security situation. The advisory came shortly after US President Donald Trump announced a temporary halt to military strikes on Iran in exchange for Tehran reopening the strategic Strait of Hormuz.

Ceasefire Terms Announced By Trump

President Trump, in a post on his Truth Social platform, said he was willing to suspend bombings and attacks for two weeks if Iran immediately reopened the strait. Washington received a “10-point proposal” from Tehran, with most longstanding disputes already seeing broad agreement, Trump added.

Trump told AFP the United States had achieved a “total and complete victory” following the deal. He also noted that China played a role in bringing Iran to the negotiating table, ahead of his planned visit to Beijing in May.

Iran Confirms Safe Maritime Passage

Iran confirmed it would guarantee safe maritime passage through the Strait of Hormuz for two weeks, provided attacks are halted. Foreign Minister Abbas Araghchi said the arrangement would begin immediately and involve coordination with Iran’s armed forces.

Iran’s Supreme National Security Council added that negotiations with the US are set to begin Friday in Islamabad and will last for two weeks, with the possibility of extension by mutual consent.

India Issues Strong Advisory For Citizens

India’s fresh advisory marked a significant escalation in its travel warning. New Delhi has been closely monitoring the conflict, which has disrupted global energy supplies and triggered volatility in financial markets.

The government has been in touch with Indian nationals in Iran through its embassy in Tehran. Officials indicated that contingency plans are being reviewed to ensure safe evacuation if the situation deteriorates further.

Israel Backs Ceasefire But Excludes Lebanon

In a statement Wednesday, Israeli Prime Minister Benjamin Netanyahu’s office said Israel supports Trump’s decision to suspend strikes against Iran for two weeks. However, the deal does not cover the war with Hezbollah in Lebanon.

Netanyahu’s office said the ceasefire is subject to Iran immediately opening the Strait of Hormuz and stopping all attacks on the US, Israel and countries in the region. The statement said Israel also supports US efforts to ensure Iran no longer poses a nuclear or missile threat.

Global Reactions And Market Impact

Oil prices fell sharply following the announcement, with global benchmark Brent crude dropping about 13.6% to $94.50 a barrel. Indian benchmark indices soared, with the Sensex skyrocketing 2,700 points at opening.

The United Nations, European Union, and several countries including Germany, Japan, and Indonesia welcomed the truce. However, missile alerts continued in Israel and the UAE even after the announcement, indicating lingering tensions.

What Next For The Region

Negotiations are set to begin Friday in Islamabad, with Pakistan playing a key mediating role. The two-week window will be used to finalise and implement a broader deal.

Trump has said the United States “will be helping with the traffic buildup in the Strait of Hormuz” and that “big money will be made” as Iran can start its reconstruction process. The world now watches whether this temporary pause can lead to a lasting resolution in West Asia.

Trump Threatens to Pull US Out of NATO, Terms Alliance ‘Paper Tiger’

Modi to Chair CCS Meet Tonight as West Asia Crisis Deepens

In a significant escalation of geopolitical tensions, United States President Donald Trump has declared he is seriously considering withdrawing the US from the North Atlantic Treaty Organization (NATO), dismissing the military alliance as a “paper tiger.” The statement comes as the conflict in West Asia intensifies, prompting an emergency meeting of India’s Cabinet Committee on Security (CCS) later this evening.

Trump’s Harsh Critique

Speaking to a UK-based news organisation, President Trump launched a blistering attack on the alliance, stating he was “never swayed by NATO.” He argued that while the US has historically stood by its allies, the same support is not being reciprocated, particularly in the context of the ongoing military operations against Iran.

“I always knew they were a paper tiger, and Putin knows that too, by the way,” Trump said, suggesting a shared understanding with the Russian leader regarding NATO’s perceived weakness. His remarks followed the refusal of several NATO members to deploy warships to the Strait of Hormuz, a request made by Washington to secure vital shipping lanes amid the current war.

India’s Security Review

As the war threatens global energy security, Prime Minister Narendra Modi is set to chair a high-level meeting of the CCS at 7 PM today. Official sources indicated the gathering is aimed at reviewing the rapidly deteriorating situation in West Asia and its implications for India’s strategic and economic interests.

The meeting is expected to focus on the safety of Indian nationals in the region, the volatility of crude oil prices, and the potential impact on India’s trade routes, particularly through the Strait of Hormuz, a critical chokepoint for energy supplies.

Escalation in West Asia

The backdrop to Trump’s NATO threat is a dramatic surge in violence across the region. The Israeli military has reportedly carried out extensive strikes in Tehran, targeting what it described as government infrastructure. Israel confirmed it killed Mahdi Vafa’i, a senior Quds Force commander involved in underground infrastructure projects for Hezbollah.

Simultaneously, Iran has continued its retaliatory actions. Reports from the region indicate a tanker leased to QatarEnergy was struck by missiles, while Bahrain claimed to have downed hundreds of drones and missiles. The Iranian government continues to enforce a near-total internet shutdown, now in its 33rd day, while its military claims to have shot down a US drone in Lorestan province.

Global Economic Impact

The conflict is already sending shockwaves through the global economy. The price of Brent crude recorded its highest monthly gain since the 1990 Gulf War, rising by 64% in March. In response to the soaring costs, India’s Ministry of Petroleum announced that state-owned oil marketing companies will only pass on a partial increase for Aviation Turbine Fuel (ATF) to shield domestic travel costs from the dramatic hike in international prices.

Officials noted that a full price pass-through would have resulted in an over 100% increase, a scenario the government has moved to avert through staggered interventions.

What Next

With the US President hinting that the military operation against Iran could conclude within the next two to three weeks, global attention remains fixed on the Strait of Hormuz. While Trump has claimed the US has achieved its objective of preventing Iran from obtaining nuclear weapons, the threat of a prolonged conflict remains.

As the CCS meeting convenes in New Delhi this evening, India’s focus will be on de-escalation and protecting its citizens and economic interests. Meanwhile, diplomatic efforts continue, with China and Pakistan announcing a five-point plan aimed at preventing further war, even as the US and its allies weigh their next moves regarding the future of NATO.

Trump Signals Potential Seizure of Iran's Kharg Island; Oil Prices Surge to $116

US President Donald Trump suggests taking control of Iran’s primary oil hub while Tehran fast-tracks a plan to levy transit tolls on the strategic Strait of Hormuz.

  As the US-Israel war on Iran entered its 31st day on Monday, global energy markets braced for fresh volatility. US President Donald Trump escalated his rhetoric, suggesting the United States could seize Iran’s Kharg Island to "take the oil." Simultaneously, Tehran signaled a major shift in maritime policy, proposing a "new system" to govern the Strait of Hormuz that includes mandatory permissions and transit fees for passing vessels.

Trump Eyes Iranian Oil Hub

Speaking to reporters, President Trump expressed a clear interest in targeting Iran’s energy infrastructure. "To be honest with you, my favourite thing is to take the oil in Iran," Trump stated, specifically mentioning Kharg Island—the facility responsible for the vast majority of Iran's crude exports. While he noted that the US has "a lot of options," the mention of a physical seizure has sent shockwaves through diplomatic channels.

Strait of Hormuz Toll Plan

In a direct counter-move, Iranian Member of Parliament Alaeddin Boroujerdi confirmed that a parliamentary plan to regulate the Strait of Hormuz would be approved "as soon as possible." Under this proposed framework, no vessel would be allowed passage without explicit Iranian permission. Furthermore, Tehran intends to impose transit tolls, citing the costs of maintaining regional security and providing maritime services.

Global Oil Prices Hit $116

The twin threats of infrastructure seizure and shipping restrictions have pushed energy prices to a two-week high. Brent crude, the international benchmark, surged by over 3% on Monday morning, surpassing the $116 per barrel mark. This Latest News Today reflects growing fears of a sustained supply crunch, as the Strait of Hormuz remains the world's most critical chokepoint for oil transit.

Iran Confirms Commander’s Death

On the military front, Tehran has officially confirmed the death of Rear Admiral Alireza Tangsiri, the Commander of the Islamic Revolutionary Guard Corps (IRGC) Navy. According to the state-run IRNA news agency, Tangsiri succumbed to severe injuries sustained during a recent operation. This follows earlier claims by Israel that the commander was neutralized in a "precise and lethal" strike last week.

Regional Casualties and Escalation

The human cost of the conflict continues to rise across the Middle East. In Kuwait, the Ministry of Electricity and Water reported that an Indian worker was killed following an Iranian attack on a power and desalination plant. Meanwhile, Israeli health officials stated that over 6,000 people have been injured since the outbreak of hostilities on February 28, with 232 new casualties reported in the last 24 hours alone.

Diplomatic Maneuvers and Mediation

Despite the intensifying combat, backchannel diplomacy is reportedly active. Pakistan has announced its readiness to host talks between Washington and Tehran in Islamabad. While President Trump described indirect negotiations via Pakistani intermediaries as "going very well," Iran’s Foreign Ministry spokesperson Esmaeil Baghaei denied any direct talks, dismissing US demands as "excessive and unreasonable."

Future Outlook and Risks

The conflict's trajectory remains highly unpredictable. While Trump claims the US is "weeks ahead of schedule" in its military objectives, Iran has vowed to continue its defense until "a lesson is taught." As nations like Australia and New Zealand warn of soaring inflation and economic fallout, the global community is watching closely to see if a ceasefire can be reached before the energy crisis triggers a worldwide recession.