The Wire - July 23, 2026

//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.//

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-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.

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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.
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