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Countries neighboring Ukraine will host military exercises in the coming months as part of planning for a multinational force intended to deploy after a ceasefire with Russia, Emmanuel Macron announced on Monday in Paris.

The French president made the statement at a press conference at the end of the Volunteer Coalition summit, which brought together representatives from 37 nations and was attended by Volodymyr Zelensky, German chancellor Friedrich Merz, and British Prime Minister Keir Starmer. The maneuvers will take place on land, at sea and in the air to demonstrate that allies are “prepared, determined and credible” in their support for Kyiv.

Macron said the mission will be “purely defensive” and will not function as a mechanism to monitor the cessation of hostilities; instead it will seek to ensure the ceasefire’s durability, support the rebuilding of Ukraine’s armed forces, and facilitate the resumption of maritime traffic and air links. Military planning is already complete, coordinated by the chiefs of staff of the participating countries, and the headquarters is working to translate those guidelines into operational capabilities.

In that vein, coalition members — Germany, the United Kingdom, Italy, Denmark, Sweden, the Netherlands, Norway and Spain, among others — said the Multinational Force for Ukraine (MNF-U) “is ready to operate and act to regenerate Ukrainian forces and provide security to Ukraine within its territory.”

On the bilateral level, the president confirmed a roadmap with Kyiv that includes the integration of Rafale aircraft and associated weapons systems to modernize Ukraine’s combat aviation. Initial deliveries are scheduled between 2028 and 2029, while pilot training will begin in the coming months, along with the provision of new missile batteries, radars and ammunition to strengthen the country’s air defenses.

At the same time, the European Union is preparing a new package of sanctions targeting the Kremlin’s banking and financial sectors, its military‐industrial complex, and the networks that enable evasion of existing restrictions. The president also detailed the strengthening of operations against the so‐called “ghost fleet” used to export hydrocarbons outside those measures. Spain, the United Kingdom and Sweden will continue to expand those actions alongside France; in September, Paris will host a ministerial meeting to coordinate the next steps.

“The history of our continent has taught us the consequences of yielding to aggression, and we will not make that mistake again,” Macron warned, calling support for Kyiv “an investment in Europe’s own security.”

The parade on Tuesday for the July 14 National Day will include representatives of the Volunteer Coalition and Ukrainian military personnel as an expression of that cooperation. European Council President António Costa also announced that the same day a new negotiation cluster will open in Ukraine’s EU accession process.

(With information from EFE and Europa Press)

U.S. military strikes on Iran entered a second day on Monday, part of a renewed wave of fighting over control of the Strait of Hormuz that threatens a fragile interim agreement and has already spread to Yemen, where an attack on Sanaa airport produced a dispute between the Yemeni government and the Iran-backed Houthis over responsibility for the bombing. CENTCOM confirmed it completed another round of strikes against Iranian air defense systems, coastal radars, missile and drone capabilities, while Tehran held talks with mediators from Qatar, Pakistan and Oman in an effort to avoid further escalation.

U.S. attacks killed two and wounded three in Iran’s oil-producing southwestern province of Khuzestan, according to Fars and Tasnim agencies. Media outlets and residents also reported explosions near Bandar Abbas and Qeshm Island, the Mehr agency said. In retaliation, the Islamic Revolutionary Guard Corps claimed attacks on Bahrain, Jordan, Kuwait and Oman; Bahrain accused Iran of targeting “civilians,” and Jordan said it intercepted four Iranian missiles. Iran also fired “warning shots” at two vessels attempting to cross the Strait of Hormuz.

The escalation sent oil prices higher, with Brent rising as much as 5% before easing to around $78 per barrel. President Donald Trump said the two countries had been close to “a deal” on Saturday before a drone attack on a ship derailed negotiations. In Yemen, Houthi military spokesman Yahya Saree warned the strike on Sanaa airport “will not go unanswered or unpunished,” suggesting the regional conflict could spread beyond Iran.

The International Maritime Organization (IMO) on Monday insisted that passage through the Strait of Hormuz must remain free of tolls, responding to a post by U.S. President Donald Trump the same day in which he said the United States would charge a 20% fee for what he called protection services.

Under international law, transit must remain free of customs duties and charges, the U.N.-specialized agency based in London said. The IMO emphasized any agreement between littoral states should guarantee non-discriminatory, unobstructed right of passage for all vessels.

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Donald Trump announced he will address the nation in prime time on Thursday, in an announcement that comes amid a major escalation of hostilities with Iran.

“President Trump will address the nation on Thursday night at 9 p.m. Eastern Time (01:00 GMT Friday). Thank you for your attention!” Trump posted Monday on his social network Truth.

U.S. missions in the United Arab Emirates suspend consular appointments

The United States announced the suspension of consular appointments in the United Arab Emirates for three days starting Monday due to the escalating military tensions in the Gulf region.

“The U.S. Embassy in Abu Dhabi and the U.S. Consulate General in Dubai have canceled consular appointments from July 13 through July 15 due to the regional security situation. If you have an appointment scheduled for those dates, please do not come to the embassy or consulate. We will contact you to reschedule,” the announcement said.

Iran’s foreign minister mocks Trump over fee to protect ships in Hormuz

Iranian Foreign Minister Abbas Araghchi mocked U.S. President Donald Trump’s proposal to levy fees to protect vessels transiting the Strait of Hormuz, saying Iran would charge a lower toll.

“Whoever guarantees the safe passage of commercial ships through the Strait of Hormuz should be compensated for that service. Iran has always been the GUARDIAN of the strait and will remain so FOREVER. Twenty percent is, of course, too much. We will be fair,” the minister wrote on social media, referring to the 20% fee Trump proposed earlier.

Oil prices jump more than 9%

Oil prices surged on Monday, driven by the reestablishment of a U.S. naval blockade on Iranian ports and Washington’s intention to impose a toll on vessels transiting the Strait of Hormuz.

By 18:20 GMT, the North Sea Brent benchmark was up 9.06% at $82.90 per barrel. Its U.S. equivalent, West Texas Intermediate (WTI), rose 9.05% to $77.87 per barrel.

U.S. naval blockade on Iran to begin Tuesday

The United States will begin enforcing a naval blockade of all Iranian ports and oil terminals on Tuesday, the Joint Maritime Information Center (JMIC) of the U.S.-led Combined Maritime Forces said in a statement on Monday.

According to JMIC, the blockade will apply to all vessels regardless of flag. The blockade will not impede neutral traffic transiting the Strait of Hormuz en route to or from locations outside Iran, the statement said.

Humanitarian shipments will be allowed to pass but will be subject to inspection, JMIC added.

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Saudi Arabia says it responded to Houthi ballistic missile attack from Yemen

The Saudi-led military coalition intervening in Yemen said Monday it had responded to a ballistic missile attack launched by Houthi rebels after the group accused Riyadh of bombing Sanaa International Airport.

“Air defenses have responded to a ballistic missile threat launched by the terrorist Houthi militia toward the southern region,” Turki al-Malki, spokesperson for the Saudi-led Coalition to Support Legitimacy in Yemen, said on X.

European stocks close slightly higher amid Middle East uncertainty

European stock markets closed with modest gains on Monday after a day marked by renewed hostilities and rising oil prices, along with concerns about the technology sector and the outlook for interest rates.

London closed up 0.01%, Paris gained 0.31%, Frankfurt 0.19%, Milan 0.37% and Madrid 0.25%.

Guterres warns over military escalation in the Gulf after U.S. and Iranian attacks

U.N. Secretary-General António Guterres warned Monday about the attacks by the United States on Iran and Tehran’s strikes on vessels in the Strait of Hormuz and on neighboring countries.

Guterres expressed his “deep concern over the serious escalation and the resumption of military confrontations in the Gulf region,” his spokesperson Stéphane Dujarric said.

Oil rises more than 4% as tensions between U.S. and Iran grow

Oil prices climbed strongly on Monday, with West Texas Intermediate trading at $74.53 per barrel, a 4.37% increase, while Brent rose 4.30% to $79.28. The rise occurred amid growing military tensions between the United States and Iran, reviving concerns about the security of transit through the Strait of Hormuz.

The energy price spike also affected stock and bond markets: the VIX volatility index jumped 7.77%, and U.S. Treasury yields rose across the curve — the 10-year note increased 0.63% and the 5-year 0.88% — reflecting investor caution about an escalation that could disrupt global energy trade.

CENTCOM confirms first combat use of surface drones: struck Iranian naval base in Bandar Abbas

The U.S. Central Command (CENTCOM) said its forces successfully struck a maintenance facility for submarines and ships in Iran using multiple one-way attack aerial drones. The command said three unmanned surface vessels of the Corsair model impacted the port at the Bandar Abbas Naval Base.

CENTCOM said the attack marked the first time U.S. forces used maritime drones in combat. The command added that the overnight strikes “degraded Iran’s ability to continue attacking commercial maritime traffic” amid the military escalation that has put Strait of Hormuz transit on edge.

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Trump says the U.S. will charge a 20% fee to protect ships in the Strait of Hormuz

President Donald Trump announced that the Strait of Hormuz is and will remain “OPEN,” with or without Iran, and that the United States is reinstating what he called the “IRANIAN BLOCKADE,” which he said would only prevent Iranian vessels or customers from entering or leaving.

“All other countries will have fair and open use of the strait,” the president wrote on Truth Social.

Trump said that from now on the United States will be known as “THE GUARDIAN OF THE STRAIT OF HORMUZ,” and argued that, “as a matter of FAIRNESS,” the country would be reimbursed at a rate of 20% on all cargo transported to cover the costs of providing security to “this very volatile section of the world.” “The process and training will begin immediately,” the president added.

The announcement deepens Trump’s rhetorical campaign over the strait, after he had previously told Fox News Washington would become the route’s “guardian” and be compensated for its custody, amid a military escalation with Iran and Tehran’s warning that any Gulf cooperation with the United States over the strait would be considered “an act of war.”

The full report is available at the link.

The Islamic Revolutionary Guard accuses the U.S. of endangering global oil supplies by “interfering” in Hormuz

Iran’s Islamic Revolutionary Guard Corps accused the United States on Monday of endangering global oil and gas supplies by “interfering” in the Strait of Hormuz after hostilities between the two countries resumed. IRGC spokesman Hosein Mohebi said the United States “must be held accountable” for risking the security of the global energy supply.

In a post on X, Mohebi added that Tehran “will continue to exercise its sovereignty and manage the Strait of Hormuz,” signaling Iran’s unwillingness to cede operational control of the waterway despite U.S. pressure.

The accusation followed a warning by the Khatam Al-Anbiya military command earlier that day, which called any Gulf states’ cooperation with Washington in managing the strait “an act of war,” after President Trump said the United States would become its “guardian” and should be compensated.

Wall Street opens lower amid U.S.-Iran escalation and a drop in semiconductors

U.S. stocks mostly fell on Monday morning as markets weighed rising oil prices and weakness in semiconductor shares, while investors awaited upcoming corporate earnings and economic data. Crude oil rose more than 3% amid growing tensions between the United States and Iran, reviving concerns about oil infrastructure in the Strait of Hormuz.

U.S. semiconductor stocks declined after a poor session on South Korea’s Kospi marked by a sharp drop in SK hynix. About 10 minutes after the opening, the Dow Jones was up 0.1% at 52,676.53 points, while the S&P 500 was down 0.4% at 7,547.53 and the Nasdaq Composite fell 0.9% to 26,039.50.

“Tensions with Iran, which are intensifying, are pushing oil prices higher, which is lifting Treasury yields, while the SK hynix sell-off is dragging down memory-linked stocks, which in turn pressures the Nasdaq and the S&P,” said Art Hogan of B. Riley Wealth Management. This week’s agenda includes major U.S. bank earnings, a congressional appearance by Federal Reserve Chair Kevin Warsh, and the latest consumer price index data.

Iran warns Gulf states: cooperating with the U.S. in the Strait of Hormuz will be considered “an act of war”

Iranian military officials warned Gulf states on Monday that any cooperation with the United States in managing the Strait of Hormuz would be considered “an act of war,” as hostilities between Tehran and Washington resumed. A spokesman for the Khatam Al-Anbiya military command delivered the warning in a video message addressed to regional nations.

The same spokesperson said Iran “under no circumstances will allow… the United States to interfere in the management” of the strategic waterway, in comments aimed at dissuading U.S. regional allies from joining any joint administration of the strait.

The statement came hours after President Trump said his country would become the “guardian” of the Strait of Hormuz and should be paid for protecting it amid the military escalation that has put the route’s transit at risk.

Trump says the U.S. is “taking control” of the Strait of Hormuz

President Donald Trump said on Monday that the United States was “taking control” of the Strait of Hormuz after days of exchanges with Iran over the key shipping lane. “We are taking control of the strait. They have nothing. They have nothing,” Trump said in an interview with Fox News, referring to Iran’s perceived military vulnerability.

The president added that his country would become the “guardian” of the strait and should be paid for protecting it. “We will become the guardian of the strait (…) And we should be compensated for that,” he said in the call.

Trump also issued a stern warning to Iran after the collapse of the existing military arrangement, saying the United States had struck Iranian military equipment overnight. “Most of their equipment no longer exists. Their anti-aircraft guns — we hit them very hard last night,” he said. “Every time they send a drone, we hit them very hard.” Trump claimed the U.S. had reached an agreement with Tehran that was later broken: “We had a deal… and they broke it. They always break it. So we are going to hit them very hard and we are going to hold the strait, and we will probably administer it.”

The remarks come amid the dispute over control of the strait, after Iran threatened to close it and fired “warning shots” at vessels attempting to transit, while Washington insists maritime traffic continues to flow normally despite the military escalation.

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Video: U.S. releases footage of new wave of strikes against Iran

U.S. forces completed a new wave of strikes on Sunday, hitting dozens of targets in multiple locations with precision munitions, the U.S. Central Command (CENTCOM) said. CENTCOM said strikes targeted air defense systems, coastal radars, missile and drone capabilities, and small Iranian vessels, using combat aircraft, warships and single-use aerial and maritime drones.

Iranian media reported Sunday missile strikes and explosions around the port cities of Sirik and Bandar Abbas — locations of military facilities near the strait — and nearby Qeshm Island. Iran’s foreign ministry condemned the weekend strikes as “aggressive.” Reuters could not independently verify the location or date of the video footage, and no earlier version of the video was found online before July 12.

Houthis warn they will respond to the strike on Sanaa airport

Yemen’s Iran-backed Houthi movement said on Monday it would respond to the attack on Sanaa airport, which it blamed on Saudi Arabia although the operation was claimed by the Riyadh-backed Yemeni government. Houthi military spokesman Yahya Saree accused Saudi Arabia of “ending the phase of de-escalation and assuming full responsibility for the consequences of its aggression.”

Saree also warned that “this aggression will not go unanswered or unpunished,” indicating the rebel group could escalate its actions amid rising regional tensions linked to the U.S.-Iran confrontation.

Yemeni government claims attack on Sanaa airport; Houthis accuse Saudi Arabia

The internationally recognized Yemeni government said on Monday it had attacked Sanaa airport after a dispute over an Iranian plane transporting a Houthi delegation; the government claimed the operation after the Houthi movement initially blamed Saudi Arabia. “The terrorist Houthi militias — backed by the Iranian regime — prevented national Yemeni aircraft from landing at the capital’s airport while insisting on allowing an Iranian plane to violate Yemeni airspace; as a result, the airport runway was attacked,” Yemen’s defense ministry said. Earlier, Houthi channel Al Masirah reported that “the Saudi aggression targeted the takeoff and landing runways of Sanaa International Airport.”

The Houthis, backed by Iran, said on Monday they would respond to the strike on Sanaa airport, which they attributed to Saudi Arabia, though the Riyadh-backed Yemeni government claimed responsibility for the operation. Houthi military spokesman Yahya Saree accused Saudi Arabia of “ending the phase of de-escalation and assuming full responsibility for the consequences of its aggression,” and warned: “We affirm that this aggression will not go unanswered or unpunished.”

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Bahrain intercepted Iranian drones and missiles amid reports of attacks in southern Iran

Bahrain’s military said on Monday that its air defenses intercepted and destroyed several Iranian missiles and drones launched during the day, after the Revolutionary Guard claimed to have struck U.S. facilities in the Gulf, including bases on Bahraini territory. Bahrain’s Defense Forces accused Iran of continuing to target the kingdom’s civilian population.

At the same time, semi-official Iranian ISNA reported that a U.S. strike on a target in Isfahan province in central Iran killed one person and wounded seven in the early hours of Monday, according to the province’s deputy governor for security. Iran has not released an official casualty toll since the renewed large-scale strikes began last week, but state media reports and statements about isolated incidents suggest about 20 people have died in renewed U.S. bombardments. At the start of the war, thousands had died, mostly in Iran and Lebanon.

Bahrain’s military accuses Iran of attacking civilians

On Monday, Bahrain’s armed forces accused Iran of attacking civilians in its recent strikes against the kingdom after Tehran said it had struck U.S. military facilities and infrastructure there.

“Iran continues its systematic hostile behavior through its atrocious missile and drone attacks targeting civilians in the Kingdom of Bahrain,” the armed forces’ general command said in a statement, adding that air defenses “intercepted and destroyed several Iranian aerial attacks” Monday morning.

Iranian media report explosions near the Strait of Hormuz

Unknown explosions were heard in southern Iran on Monday near the Strait of Hormuz, a news agency reported, following an exchange of strikes between Tehran and Washington.

“Media and residents reported hearing explosions on Monday at midday near Bandar Abbas and Qeshm Island,” Mehr news agency said, adding that the explosions “appear to originate from the west coast of Bandar Abbas.”

Iran says it is continuing talks with mediators to “avoid escalation” with the U.S.

Iran said on Monday it is continuing diplomatic efforts with mediators Qatar, Pakistan and Oman to “avoid escalation” with the United States amid the resumption of hostilities between the two countries.

“The role of mediators is to continue their efforts to prevent an escalation of tensions,” Foreign Ministry spokesman Esmail Baqaei said, adding that Tehran had been in contact “in recent days” with Qatar and Oman — two countries that Iran has attacked militarily — as well as with Pakistan.

Iran says it will stop complying with the agreement if the U.S. does not meet its commitments

Iran announced on Monday that it would no longer respect the memorandum of understanding signed with the United States if Washington did not honor its commitments to end the war.

“Whenever the other party has not fulfilled its obligations, we have not fulfilled ours… We will continue to act in this way,” Foreign Ministry spokesman Esmaeil Baqaei said at a press conference in Tehran after the latest round of hostilities between the two adversaries.

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U.S. military strikes against Iran entered a second day on Monday in a new wave of fighting over control of the Strait of Hormuz. The escalation threatens a fragile interim agreement and has already spread to Yemen, where an attack on Sanaa airport prompted a dispute between the Yemeni government and the Iran-backed Houthis over who was responsible. CENTCOM confirmed it had completed a new round of strikes against Iranian air defense systems, coastal radars, missile and drone capabilities, while Tehran held talks with mediators from Qatar, Pakistan and Oman in an effort to avoid further escalation.

U.S. attacks killed two and wounded three in Iran’s Khuzestan province, the country’s southwestern oil region, according to Fars and Tasnim. Media outlets and residents also reported explosions near Bandar Abbas and Qeshm Island, according to Mehr. In retaliation, the Islamic Revolutionary Guard Corps claimed strikes against Bahrain, Jordan, Kuwait and Oman; Bahrain accused Iran of targeting “civilians,” and Jordan said it intercepted four Iranian missiles. Iran also fired warning shots at two vessels attempting to cross the Strait of Hormuz.

The escalation sent oil prices higher, with Brent rising as much as 5% before easing to around $78 per barrel. President Donald Trump said the two countries had been close to “a deal” on Saturday before a drone attack on a ship derailed negotiations. In Yemen, Houthi military spokesman Yahya Saree warned that the attack on Sanaa airport “will not go unanswered or unpunished,” signaling that the regional conflict could continue to spread beyond Iran.

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Donald Trump announced he will address the nation in prime time on Thursday amid a major escalation of hostilities with Iran.

“President Trump will address the nation on Thursday night at 9 p.m. Eastern Time (01:00 GMT Friday). Thank you for your attention!” Trump posted on his social network Truth on Monday.

U.S. missions in the United Arab Emirates suspend consular appointments

The United States announced the suspension of consular appointments in the United Arab Emirates for three days starting Monday due to the increased military tensions in the Gulf region.

“The U.S. Embassy in Abu Dhabi and the U.S. Consulate General in Dubai have canceled consular appointments from July 13 to July 15 due to the regional security situation. If you have an appointment scheduled for those dates, please do not come to the embassy or consulate. We will contact you to reschedule,” the statement said.

Iran’s foreign minister mocks Trump over proposed fee to protect ships in Hormuz

Iranian Foreign Minister Abbas Araghchi mocked President Donald Trump’s proposal to charge fees to protect ships transiting the Strait of Hormuz, saying Iran would charge a lower toll.

“Whoever ensures the safe passage of commercial vessels through the Strait of Hormuz should be compensated for that service. Iran has always been the GUARDIAN of the strait and will remain so FOREVER. Twenty percent is, of course, too much. We will be fair,” the minister wrote on social media, referring to a fee Trump had proposed earlier.

Oil prices surge more than 9%

Oil prices jumped on Monday, driven by the reestablishment of a U.S. naval blockade on Iranian ports and Washington’s intention to impose a fee for vessels transiting the Strait of Hormuz.

At 18:20 GMT, Brent crude, the international benchmark, was up 9.06% at $82.90 per barrel. U.S. West Texas Intermediate (WTI) rose 9.05% to $77.87 per barrel.

U.S. naval blockade of Iran to begin Tuesday

The United States will begin enforcing a naval blockade against all Iranian ports and oil terminals on Tuesday, the Joint Maritime Information Center (JMIC) of the U.S.-led Combined Maritime Forces said in a statement Monday.

According to JMIC, the blockade will apply to all vessels regardless of flag. The blockade will not prevent neutral shipping transiting the Strait of Hormuz to or from locations outside Iran, the statement said.

Humanitarian shipments will be allowed to pass, subject to inspections, JMIC added.

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Saudi-led coalition says it responded to Houthi ballistic missile attack

The Saudi-led military coalition intervening in Yemen since 2015 said on Monday it had responded to a ballistic missile attack launched by Houthi rebels, after the group accused Riyadh of bombing Sanaa International Airport.

“Air defenses have responded to a ballistic missile threat launched by the Houthi terrorist militia toward the southern region,” Coalition spokesperson Turki al-Malki said on X. The coalition supports Yemen’s internationally recognized government.

European stocks close with modest gains amid Middle East uncertainty

European stock markets closed with slight gains on Monday after a day marked by renewed hostilities and rising oil prices, along with concerns over the technology sector and the path of interest rates.

London closed up 0.01%, Paris gained 0.31%, Frankfurt 0.19%, Milan 0.37% and Madrid 0.25%.

Guterres warns about military escalation in the Gulf after U.S. and Iranian strikes

UN Secretary-General António Guterres warned on Monday about U.S. attacks on Iran and Iran’s strikes against ships in the Strait of Hormuz and neighboring countries.

Guterres expressed his “deep concern about the serious escalation and the resumption of military clashes in the Gulf region,” his spokesperson Stéphane Dujarric said.

Oil rises more than 4% as tensions between U.S. and Iran grow

Oil prices climbed strongly on Monday, with West Texas Intermediate trading at $74.53 per barrel, up 4.37%, and Brent rising 4.30% to $79.28. The increase came amid growing military tensions between the United States and Iran, which revived doubts about the security of transit through the Strait of Hormuz.

The energy-driven rally also affected stock and bond markets: the VIX volatility index jumped 7.77%, while U.S. Treasury yields rose across the curve — the 10-year yield gained 0.63% and the 5-year yield 0.88% — reflecting investor caution over an escalation that could disrupt global energy trade.

CENTCOM confirms first use of maritime drones in combat: struck a naval base in Bandar Abbas

The U.S. Central Command (CENTCOM) said its forces successfully struck a submarine and ship maintenance facility in Iran using multiple single-use aerial attack drones. CENTCOM said three surface unmanned vessels of the Corsair model struck the port at the Bandar Abbas Naval Base.

According to CENTCOM, the operation marked the first time U.S. forces used maritime drones in combat. The command said the night strikes “degraded Iran’s ability to continue attacking commercial maritime traffic,” amid the military escalation affecting transit through the Strait of Hormuz.

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Trump says the U.S. will charge a 20% fee to protect ships in the Strait of Hormuz

President Donald Trump announced that the Strait of Hormuz is and will remain “OPEN,” with or without Iran, and that the United States is reinstating what he called the “IRANIAN BLOCKADE,” which he said would prevent only Iranian ships or clients from entering or leaving.

“All other countries will have fair and open use of the strait,” the president wrote on Truth Social.

Trump said the United States will henceforth be known as “THE GUARDIAN OF THE STRAIT OF HORMUZ,” and argued that, “as a matter of FAIRNESS,” the country would be reimbursed at a rate of 20% on all cargo transported to cover the costs of providing security for “this very volatile section of the world.” “Training and processes will start immediately,” the president added.

The announcement deepens Trump’s public campaign regarding the strait, after he had said in an earlier Fox interview that Washington would become the waterway’s “guardian” and be compensated for doing so, amid the military escalation with Iran and Tehran’s warning that any Gulf cooperation with the United States on managing the passage would be considered “an act of war.”

The full story at this link.

The Islamic Revolutionary Guard accuses the U.S. of endangering global oil supplies by “interfering” in Hormuz

Iran’s Islamic Revolutionary Guard Corps accused the United States on Monday of endangering global oil and gas supplies by “interfering” in the Strait of Hormuz after hostilities resumed between the two countries. IRGC spokesperson Hosein Mohebi said the United States “must be held accountable” for jeopardizing energy security.

In a post on X, Mohebi added that Tehran “will continue to exercise its sovereignty and management of the Strait of Hormuz,” signaling that Iran refuses to cede operational control of the waterway despite U.S. pressure.

The statement followed a warning from the Khatam al-Anbiya military command that any Gulf cooperation with Washington in managing the strait would be considered “an act of war,” after President Trump said the United States would become its “guardian” and should be compensated.

Wall Street opens lower amid U.S.-Iran tensions and a drop in semiconductors

U.S. stocks fell broadly Monday morning as markets weighed rising oil prices and a retreat in semiconductor shares while investors looked ahead to upcoming corporate earnings and economic data. Crude prices rose more than 3% amid growing tension between the United States and Iran, reviving concerns about infrastructure in the Strait of Hormuz.

U.S. semiconductor stocks fell early following a weak session on South Korea’s Kospi and a sharp drop in SK hynix. About ten minutes after the opening, the Dow Jones was up 0.1% at 52,676.53 points, while the S&P 500 was down 0.4% at 7,547.53 and the Nasdaq Composite fell 0.9% to 26,039.50.

“Tensions with Iran, which are intensifying, are pushing oil prices higher, which is lifting Treasury yields, while the SK hynix sell-off drags down memory-related stocks, which in turn pressures the Nasdaq and the S&P,” said Art Hogan of B. Riley Wealth Management. This week’s agenda includes major U.S. bank earnings, testimony before Congress by Federal Reserve Chair Kevin Warsh, and the latest consumer price index data.

Iran warns Gulf states: cooperating with the U.S. in the Strait of Hormuz will be considered “an act of war”

Iran’s military warned Gulf states on Monday that any cooperation with the United States in managing the Strait of Hormuz would be considered “an act of war,” as hostilities between Tehran and Washington resumed. A spokesperson for the Khatam al-Anbiya military command made the warning in a video message to regional nations.

The spokesperson said Iran “under no circumstances will allow… the United States to interfere in the management” of the strategic waterway, a message intended to dissuade Washington’s regional allies from joining any U.S.-led scheme to administer the strait.

The warning came hours after President Trump said his country would become the “guardian” of the Strait of Hormuz and should be paid for protecting it amid a military escalation that has put maritime traffic through this key energy route on edge.

Trump says the U.S. is “taking control” of the Strait of Hormuz

President Donald Trump said on Monday that the United States was “taking control” of the Strait of Hormuz after several days of exchanges with Iran around the vital waterway. “We are taking control of the strait. They have nothing. They have nothing,” Trump said in an interview with Fox News, referring to Iran’s alleged military vulnerability.

The president added that his country would become the “guardian” of the strait and should be paid for protecting it. “We will become the guardian of the strait (…) And we should be compensated for that,” he said in the phone interview.

Trump also issued a stark warning to Iran after the breakdown of the existing military arrangement, saying U.S. strikes had damaged Iranian military equipment overnight. “Most of their equipment no longer exists. Their anti-aircraft gun, we hit it very hard last night,” he said. “Every time they send a drone, we hit them very hard.” He said Washington had reached an agreement with Tehran that was later broken: “We had a deal… and they broke it. They always break it. So we are going to hit them very hard and we are going to stay in the strait, and probably we will manage it.”

The remarks come amid a dispute over control of the strait after Iran threatened to close it and fired warning shots at ships attempting to transit, while Washington maintains that maritime traffic continues to flow normally despite the military escalation.

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Video: U.S. releases footage of the new wave of strikes against Iran

U.S. forces completed a new wave of strikes against Iran on Sunday, hitting dozens of targets in multiple locations with precision munitions, the U.S. Central Command (CENTCOM) said. CENTCOM said it struck air defense systems, coastal radars, missile and drone capabilities, and small Iranian vessels using combat aircraft, warships, and single-use aerial and maritime attack drones.

Iranian media reported missile strikes and explosions on Sunday around the port cities of Sirik and Bandar Abbas — locations with military facilities overlooking the strait — and the nearby Qeshm Island. Iran’s Foreign Ministry condemned the U.S. strikes over the weekend as “aggression.” Reuters could not independently verify the location or date of the footage, and no earlier versions were found online before July 12.

Houthis warn they will respond to the attack on Sanaa airport

Yemen’s Iran-backed Houthis said on Monday they would respond to the attack on Sanaa airport, which they attributed to Saudi Arabia, although the internationally recognized Yemeni government backed by Riyadh claimed responsibility. Houthi military spokesman Yahya Saree accused Saudi Arabia of “ending a phase of détente and assuming full responsibility for the consequences of its aggression.”

Saree added that “this aggression will not go unanswered or unpunished,” suggesting the rebel group may intensify actions amid rising regional tensions linked to the U.S.-Iran conflict.

Yemeni government claims it attacked Sanaa airport; Houthis blame Saudi Arabia

Yemen’s internationally recognized government said on Monday it had attacked Sanaa airport after a dispute over an Iranian plane carrying a Houthi delegation; the government’s statement attributed the strike to preventing the Houthis from allowing the Iranian aircraft to land. “The Houthi terrorist militias — backed by the Iranian regime — prevented national Yemeni aircraft from landing at the capital’s airport while insisting on allowing an Iranian plane to violate Yemeni territory; consequently, the airport runway was struck,” the Yemeni Defense Ministry said. Earlier, the Houthi channel Al Masirah reported that “the Saudi aggression struck the departure and landing runways at Sanaa International Airport.”

The Houthis, backed by Iran, said on Monday they would respond to the attack on Sanaa airport, which they blamed on Saudi Arabia, though the government supported by Riyadh claimed responsibility. Houthi military spokesman Yahya Saree accused Saudi Arabia of “ending the phase of détente and taking full responsibility for the consequences of its aggression,” and warned: “We affirm that this aggression will not go unanswered or unpunished.”

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Bahrain intercepted Iranian drones and missiles amid reports of strikes in southern Iran

Bahrain’s military said on Monday that its air defenses intercepted and destroyed several Iranian missiles and drones launched during the day, after the Revolutionary Guard claimed to have struck U.S. military facilities in the Gulf, including bases on Bahraini territory. Bahrain’s Defense Forces accused Iran of continuing to target the kingdom’s civilian population.

Separately, semi-official Iranian agency ISNA reported that a U.S. strike on a target in Isfahan province in central Iran killed one person and wounded seven in the early hours of Monday, according to the province’s deputy security governor. Iran has not released an official casualty tally since large-scale cross-border strikes resumed last week, but state media reports and statements on specific incidents suggest about 20 people have died from renewed U.S. bombardments. At the start of the war, thousands were killed, mostly in Iran and Lebanon.

Bahrain’s military accuses Iran of attacking civilians

On Monday, Bahrain’s armed forces accused Iran of attacking civilians in its recent strikes on the kingdom, after Tehran said it had targeted U.S. military facilities and infrastructure there.

“Iran continues its systematic hostile behavior with its atrocious missile and drone attacks aimed at civilians in the Kingdom of Bahrain,” the Bahraini armed forces’ general command said in a statement, adding that air defenses “intercepted and destroyed several Iranian air attacks” on Monday morning.

Iranian media report explosions near the Strait of Hormuz

Explosions of unknown origin were heard in southern Iran on Monday near the Strait of Hormuz, Iranian media reported, following an exchange of strikes between Tehran and Washington.

“Media outlets and residents reported hearing explosions near Bandar Abbas and Qeshm Island on Monday at midday,” the Mehr news agency said, adding that the explosions “appear to originate from the west coast of Bandar Abbas.”

Iran says it continues talks with mediators to “avoid escalation” with the U.S.

Iran said on Monday that it continues diplomatic engagement with mediators Qatar, Pakistan and Oman to “avoid escalation” with the United States amid renewed hostilities.

“The role of mediators is to continue their efforts to prevent an escalation of tensions,” Foreign Ministry spokesman Esmail Baqai said, adding that Tehran had been in contact “in recent days” with Qatar and Oman — two states Iran has also struck — as well as with Pakistan.

Iran says it will stop complying with the agreement if the U.S. does not meet its commitments

Iran announced on Monday that it would no longer honor the memorandum of understanding signed with the United States if Washington did not fulfill its commitments to end the war.

“Whenever the other party has not fulfilled its obligations, we have not fulfilled ours… We will continue to act in this manner,” Foreign Ministry spokesman Esmaeil Baqaei said at a press conference in Tehran following the latest round of hostilities.

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The European Union and the United Kingdom imposed coordinated sanctions on Monday against officers of Russian intelligence services, hackers and private companies linked to the Kremlin, in response to what they described as a campaign of cyberespionage and digital sabotage targeting governments and critical infrastructure across Europe. This is the first time the two blocs have acted together on cybersecurity since the UK left the EU in 2020.

Brussels applied restrictive measures—mainly asset freezes and travel bans—against nine individuals and four entities. London went further, adding 24 names to its blacklist, including senior figures from Russian military intelligence, known by its Russian acronym GRU, who are accused of directing hybrid-threat operations. The British government described the package as the first joint cyber sanctions with the EU and framed it as a response to what it calls the Russian state’s increasingly reckless attempts to sow chaos and division in Europe.

The core of the EU measures targets the so‐called Center 16 of the Russian Federal Security Service (FSB), the country’s main domestic intelligence and counterintelligence agency and successor to the Soviet KGB. According to the EU, this unit controls several cyber threat groups, including Turla, active for more than two decades and linked to espionage against government and defense targets in France, Germany, Poland, Cyprus, the Netherlands, Austria, Slovakia, Romania and Finland since at least 2010. The EU’s chief on foreign policy, Kaja Kallas, said the FSB “has carried out a wide range of malicious cyber activities of growing severity.”

The immediate trigger for the sanctions was the 29 December 2025 attack on Poland’s power grid. On that day, hackers linked to Center 16 deployed destructive malware—dubbed DynoWiper—against more than 30 wind and solar parks, a combined heat and power plant, and a manufacturing firm, aiming to destroy data in industrial control systems. The operation ultimately failed, but Poland’s Minister of Digital Affairs, Krzysztof Gawkowski, said in January that the country had come “very close” to a massive blackout during one of the coldest periods of the winter. The British Foreign Office estimated the attack could have left 500,000 people without electricity.

The Kremlin has consistently denied involvement in offensive cyber operations. President Vladimir Putin said last month that European accusations of sabotage are unfounded and intended to justify the West’s “aggressive plans” against Russia. Nevertheless, the rate of incidents attributed to Moscow has accelerated. In April, Sweden pointed to a pro‐Russian group with links to Russian security services as responsible for a cyberattack on a heating plant. Authorities in Poland, Norway, Denmark and Latvia have warned in recent months that Russia is targeting critical infrastructure across the continent.

This activity takes place within a broader hybrid war that has intensified alongside the armed conflict in Ukraine, now in its fifth year. Western intelligence services have documented how Moscow has outsourced parts of its digital operations to hacktivist groups, private firms and cybercriminal networks, complicating direct attribution and providing the state with plausible deniability. Monday’s sanctions aim to dismantle that cover: the British government stressed that Russia “cannot hide behind the use of these intermediary groups.” The coordination between London and Brussels, despite Brexit, indicates that the Russian cyberthreat is, paradoxically, acting as a practical force for renewed cooperation between the United Kingdom and its European neighbors.

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El precio del petróleo registró este lunes su mayor subida diaria desde el inicio del conflicto entre Estados Unidos e Irán, tras el anuncio del presidente Donald Trump de restablecer un bloqueo naval a los puertos iraníes y de su intención de cobrar un peaje del 20% sobre el valor de las cargas que crucen el estrecho de Ormuz.

El barril de Brent del mar del Norte para entrega en septiembre cerró en USD 83,80, lo que supone una suba del 9,59% respecto al cierre del viernes, cuando cotizó a USD 76,01. El West Texas Intermediate (WTI) para entrega en agosto avanzó un 9,42%, hasta USD 78,14.

El Ejército de Estados Unidos informó que la reimposición del bloqueo entraría en vigor a las 20:00 GMT. El Mando Central (Centcom) afirmó que hará cumplir el bloqueo contra los barcos que se dirijan hacia o desde los puertos y zonas costeras de Irán, aunque dijo que facilitará el tránsito de las embarcaciones que no lo infrinjan.

Trump agregó que Washington “tomaría control” del estrecho y exigiría “un peaje correspondiente al 20% del valor de la carga” que lo atraviese. La medida coloca a los operadores marítimos ante una disyuntiva inédita: pagar la tasa reclamada por Teherán o la impuesta por Estados Unidos por la misma ruta.

“El mercado se pregunta: ¿pagamos a Irán por su protección o pagaremos a Estados Unidos por la suya? ¿Y qué tanto será?”, comentó a la AFP el analista Andy Lipow, de Lipow Oil Associates.

Los Guardianes de la Revolución de Irán acusaron a Estados Unidos de poner en riesgo el suministro mundial de petróleo. El canciller iraní, Abás Araqchi, rechazó cualquier cesión de soberanía sobre el paso marítimo: “Irán siempre ha sido el guardián del estrecho y lo seguirá siendo por siempre”.

Fuentes de la Organización Marítima Internacional (OMI), consultadas por la agencia EFE, evitaron una respuesta directa al anuncio, pero reiteraron su oposición al cobro de tasas en pasos de navegación internacional y señalaron que “no existe ningún fundamento jurídico que permita introducir peajes obligatorios por transitar por un estrecho”.

La escalada se intensificó tras la ruptura, la semana pasada, del acuerdo marco de alto el fuego que Trump había firmado el 17 de junio, después de que Teherán mantuviera ataques contra buques en Ormuz. Durante el fin de semana, fuerzas estadounidenses atacaron aproximadamente 140 objetivos militares iraníes con munición de precisión lanzada desde aviones de combate, drones y buques navales.

Analistas del Eurasia Group señalaron que, aunque los mercados en general habían pasado por alto los ataques recientes al tráfico marítimo, “el colapso de esta frágil paz” entre Washington y Teherán cambia por completo el panorama para los precios del crudo.

Las bolsas europeas cerraron planas

Las bolsas europeas cerraron sin cambios significativos el lunes: el índice paneuropeo STOXX 600 quedó estable en 641,01 puntos. Los inversores optaron por la cautela ante el recrudecimiento de las tensiones entre Estados Unidos e Irán y la incertidumbre sobre la evolución del conflicto en Oriente Medio.

La sesión siguió a la mayor caída semanal del STOXX 600 desde abril, registrada el viernes anterior. Analistas advirtieron que no debe darse por segura una pronta resolución del conflicto en los precios, ya que los recientes intercambios de ataques han alejado la expectativa de un cese rápido de hostilidades.

Los precios del crudo subieron cerca de un 5% en la jornada. Aunque a fines de junio habían vuelto a niveles previos al inicio de la guerra, desde entonces se han apreciado de nuevo, impulsados por la incertidumbre bélica. El sector energético (.SXEP) lideró las ganancias del STOXX 600, con un avance del 2,2%.

En sentido contrario, los valores de defensa (.SXPARO) retrocedieron un 1,4%. El sector de viajes y ocio (.SXTP) perdió un 1,2% y estuvo entre los de peor comportamiento, con compañías como Lufthansa, Ryanair y TUI cayendo entre el 1,1% y el 4,1%.

El sector tecnológico (.SX8P) también operó bajo presión, con una caída del 0,6%, alineada con la tendencia global. Las acciones de SK Hynix en Corea del Sur registraron un descenso del 15,4% tras el fuerte repunte que habían mostrado en su debut en el Nasdaq el viernes anterior.

“Los inversores están pendientes del inicio de la temporada de resultados y el gran foco de esta semana será ASML (…) será una prueba importante para el sector tecnológico”, señaló David Morrison, de Trade Nation. Los resultados de ASML se perfilan como el evento más seguido de la semana en Europa, en un mercado que busca catalizadores distintos a la geopolítica para impulsar las cotizaciones.

(Con información de AFP, EFE y Reuters)

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Ten European countries signed on Monday in Paris the creation of the Anti-Ballistic Coalition, an alliance described as “purely defensive” aimed at building a common ballistic missile interception architecture for the continent.

The initiative, named FREYJA, brings together Denmark, France, Germany, Italy, the Netherlands, Norway, Spain, Sweden, the United Kingdom and Ukraine. It was spearheaded by French President Emmanuel Macron, who took advantage of the fact that Ukraine’s allies were already convened that day in the French capital for the Coalition of Volunteers summit.

The declaration sets as a priority developing “as quickly as possible” a capability against ballistic threats. According to the document, Europe requires a response based on “collective effort, technological openness and trustworthy industrial cooperation,” and the new structure will complement systems already in place in member states.

To achieve this, the bloc plans to establish common requirements, technical working groups and governance mechanisms, with a roadmap aimed at reaching initial operational capabilities. Members also committed to promoting joint research projects, exploring financing avenues and strengthening data sharing, in a framework that gives a central role to Ukraine’s “unique” experience, forged during the Russian invasion that began in 2022. FREYJA will remain open to other countries that share its principles and objectives.

Against that backdrop, the leaders present spoke. Pedro Sánchez announced Spain’s participation via social networks and said that “cooperating is the best way to face the challenges of the present and the future.” Volodymyr Zelensky described the meeting as one that “can, and must, become a historic milestone” and called for anti-ballistic coverage that is “solid, reliable and less costly than other systems.”

Rob Jetten, the Dutch prime minister, justified the initiative by citing “the rapid increase in Russia’s production of ballistic missiles” and urged pooling resources in technology and industry to achieve “a shared shield.” His Swedish counterpart, Ulf Kristersson, said that Stockholm and aerospace manufacturer Saab will play a significant role in the project.

The meeting was divided into a technical segment and a leaders’ segment. Institutional representatives included the President of the European Council, Antonio Costa; the President of the European Commission, Ursula von der Leyen; and the Secretary General of NATO, Mark Rutte.

On the business side, SENER attended for Spain, along with France’s Safran and Thales, Germany’s Diehl Defence and Hensoldt, Italy’s Leonardo, Norway’s Kongsberg Defence & Aerospace and Ukraine’s Fire Point. The list was completed by the MBDA consortium — a pan-European missile manufacturer partly owned by Airbus — and Eurosam, responsible for the SAMP/T air defense system.

(With information from EFE and Europa Press)

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U.S. military strikes against Iran entered a second day on Monday, part of a renewed round of fighting over control of the Strait of Hormuz that threatens a fragile interim agreement and has already spread to Yemen. An attack on Sanaa airport prompted a dispute between the Yemeni government and the Iran-backed Houthi movement over who carried out the strike. CENTCOM said it completed another series of strikes on Iranian air defense systems, coastal radars, missile and drone capabilities, while Iran held talks with mediators from Qatar, Pakistan and Oman to try to prevent further escalation.

U.S. attacks reportedly killed two and wounded three in Iran’s oil-producing Khuzestan province in the southwest, according to Fars and Tasnim news agencies. Media and residents also reported explosions near Bandar Abbas and Qeshm Island, Mehr agency said. In retaliation, the Islamic Revolutionary Guard Corps claimed attacks against targets in Bahrain, Jordan, Kuwait and Oman; Bahrain accused Iran of targeting “civilians,” and Jordan said it intercepted four Iranian missiles. Iran also fired warning shots at two vessels attempting to transit the Strait of Hormuz.

The escalation pushed oil prices higher, with Brent rising as much as 5% before settling around $78 per barrel. President Donald Trump said the two countries had been close to “a deal” on Saturday before a drone attack on a vessel derailed negotiations. In Yemen, Houthi military spokesman Yahya Saree warned the strike on Sanaa airport “will not go unanswered or unpunished,” signaling the regional conflict could spread beyond Iran.

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Saudi Arabia says it struck back after Houthi ballistic missile attack from Yemen

The Saudi-led military coalition that has intervened in Yemen since 2015 said on Monday it responded to a ballistic missile attack launched by Houthi rebels, after the Shiite movement accused Riyadh of bombing Sanaa International Airport.

“Air defenses responded to a ballistic missile threat launched by the terrorist Houthi militia toward the southern region,” said Turki al-Malki, spokesperson for the Saudi-led Coalition to Support the Legitimacy in Yemen, which backs Yemen’s internationally recognized government.

European stock markets close slightly higher amid Middle East uncertainty

European stock markets closed modestly higher on Monday after a day marked by renewed hostilities and rising oil prices, along with concerns about the technology sector and the outlook for interest rates.

London finished up 0.01%, Paris gained 0.31%, Frankfurt rose 0.19%, Milan added 0.37% and Madrid advanced 0.25%.

Guterres warns of military escalation in the Gulf after U.S. and Iranian attacks

United Nations Secretary-General António Guterres expressed concern on Monday about U.S. strikes against Iran and Tehran’s attacks on ships in the Strait of Hormuz and on neighboring countries.

Guterres voiced his “deep concern about the serious escalation and resumption of military confrontations in the Gulf region,” his spokesman Stéphane Dujarric said.

Oil rises more than 4% as U.S.-Iran tensions increase

Oil prices jumped sharply on Monday, with West Texas Intermediate trading at $74.53 per barrel, up 4.37%, while Brent rose 4.30% to $79.28. The gains came amid mounting military tension between the United States and Iran, reviving questions about the security of transit through the Strait of Hormuz.

The energy price surge affected stock and bond markets: the volatility index VIX jumped 7.77%, and U.S. Treasury yields rose across the curve — the 10-year yield climbed 0.63% and the 5-year yield 0.88% — reflecting investor caution about an escalation that could disrupt global energy trade.

CENTCOM confirms first combat use of maritime drones in strike on Iranian naval base at Bandar Abbas

The U.S. Central Command (CENTCOM) said its forces successfully attacked a submarine and ship maintenance facility in Iran using multiple one-way aerial attack drones. CENTCOM reported that three unmanned surface vessels, model Corsair, struck the port area of the Bandar Abbas Naval Base.

According to CENTCOM, the attack was the first reported combat use of U.S. maritime drones. The command said the strikes the previous night “degraded Iran’s ability to continue attacking commercial maritime traffic,” part of the broader military escalation that has put transit through the Strait of Hormuz at risk.

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Trump says U.S. will charge a 20% fee to protect ships in the Strait of Hormuz

President Donald Trump declared that the Strait of Hormuz is and will remain “OPEN,” with or without Iran, and said the United States is reinstating what he called an “IRAN BLOCKADE,” which he described as preventing only Iranian ships and clients from entering or leaving.

“All other countries will have fair and open use of the Strait,” the president wrote on Truth Social.

Trump said the U.S. will be known as “THE GUARDIAN OF THE STRAIT OF HORMUZ” and that, “as a matter of FAIRNESS,” the country will be reimbursed at a rate of 20% on all cargo transiting the waterway to cover the costs of providing security for “this very volatile section of the world.” “Process and training begin immediately,” he added.

The announcement intensifies Trump’s rhetoric about the strait after he had already said in a Fox interview that Washington would become its “guardian” and would be compensated for doing so, amid the U.S.-Iran military escalation and Iran’s warning that any Gulf cooperation with the United States over the strait would be considered “an act of war.”

The full report is available at the link.

The Revolutionary Guards accuse the U.S. of endangering global oil supplies by “interfering” in Hormuz

Iran’s Islamic Revolutionary Guard Corps accused the United States on Monday of endangering global oil and gas supplies by “interfering” in the Strait of Hormuz after hostilities resumed between the two countries. IRGC spokesperson Hosein Mohebi said the U.S. “must be held accountable” for jeopardizing the security of global energy shipments.

In a post on X, Mohebi added that Tehran “will continue to exercise its sovereignty and manage the Strait of Hormuz,” signaling that Iran does not intend to cede operational control of the waterway despite U.S. pressure.

The accusation followed a warning from the Khatam al-Anbiya military command, which called any Gulf cooperation with Washington over the strait “an act of war,” after President Trump said the U.S. would become the strait’s “guardian” and should be compensated for protecting it.

Wall Street opens lower as U.S.-Iran tensions and semiconductor sell-off weigh

Stocks on Wall Street mostly fell on Monday morning as markets reacted to rising oil prices and a pullback in semiconductor shares, while investors awaited upcoming corporate earnings and economic data. Oil jumped more than 3% amid escalating tensions between the United States and Iran, renewing concerns about energy infrastructure in the Strait of Hormuz.

U.S. semiconductor stocks declined early after a weak session on South Korea’s Kospi, where SK hynix plunged. About ten minutes after the opening bell, the Dow Jones was up 0.1% at 52,676.53, the S&P 500 was down 0.4% at 7,547.53, and the Nasdaq Composite fell 0.9% at 26,039.50.

“Tensions with Iran, which are escalating, are pushing oil prices up, which raises Treasury yields, while the SK hynix sell-off pulls down memory-linked stocks, pressuring the Nasdaq and the S&P,” said Art Hogan of B. Riley Wealth Management. This week’s agenda includes major U.S. bank earnings, testimony to Congress by Federal Reserve Chair Kevin Warsh, and the latest consumer price index data.

Iran warns Gulf states: cooperating with the U.S. in Hormuz will be treated as “an act of war”

The Iranian military warned Gulf countries on Monday that any cooperation with the United States in managing the Strait of Hormuz would be considered “an act of war,” as exchanges of hostilities between Tehran and Washington resumed. A spokesperson for the Khatam al-Anbiya military command delivered the warning in a video message to regional nations.

The same spokesman said Iran “under no circumstances will allow… the United States to interfere in the management” of the strategic waterway, a message intended to dissuade Washington’s regional allies from participating in any joint administration of the strait.

The statement came hours after President Trump said the United States would become the Strait of Hormuz’s “guardian” and should be paid to protect it, amid a military standoff that has put the route at risk.

Trump says the U.S. is “taking control” of the Strait of Hormuz

President Donald Trump said on Monday that the United States was “taking control” of the Strait of Hormuz after days of exchanges of attacks with Iran in the strategic waterway. “We are taking control of the strait. They have nothing. They have nothing,” Trump told Fox News, referring to what he portrayed as Iran’s diminished military capability.

The president added that the United States will become the “guardian” of the strait and should be paid for protecting it. “We will become the guardian of the strait (…) And we should be compensated for that,” he said in the interview.

He also issued a stern warning to Iran after the breakdown of the existing military agreement and said U.S. forces struck Iranian military equipment overnight. “Most of their equipment no longer exists. Their anti-aircraft gun—we hit it very hard last night,” he said. “Every time they send a drone, we hit them very hard.” Trump said Washington had reached an agreement with Tehran that was later violated: “We had an agreement… and they broke it. They always break it. So we are going to hit them very hard and we’re going to stay in the strait, and we will probably administer it.”

The remarks come amid a dispute over control of the strait after Iran threatened to close it and fired warning shots at vessels attempting to transit, while the U.S. maintains that maritime traffic is continuing despite the military escalation.

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Video: U.S. releases footage of new wave of strikes on Iran

U.S. forces carried out another wave of strikes on Iran on Sunday, hitting dozens of targets across multiple locations with precision munitions, the U.S. Central Command (CENTCOM) said. CENTCOM reported strikes on air defense systems, coastal radars, missile and drone capabilities, and small Iranian vessels, using combat aircraft, warships, and one-way aerial and maritime attack drones.

Iranian media reported Sunday strikes and explosions around the port cities of Sirik and Bandar Abbas — locations of military facilities on the strait — and the nearby island of Qeshm. Iran’s foreign ministry condemned the weekend U.S. strikes as “aggressive.” Reuters could not independently verify the location or date of the video footage and found no earlier online version published before July 12.

Houthis say they will respond to strike on Sanaa airport

The Iran-backed Houthis in Yemen said on Monday they would respond to the strike on Sanaa airport, which they initially blamed on Saudi Arabia, although the attack was claimed by the Yemeni government aligned with Riyadh. Houthi military spokesman Yahya Saree accused Saudi Arabia of “ending the phase of de-escalation and assuming full responsibility for the consequences of its aggression.”

Saree also warned that “this aggression will not go unanswered or unpunished,” indicating the rebel group could intensify its actions amid growing regional tensions linked to the U.S.-Iran confrontation.

Yemeni government claims strike on Sanaa airport; Houthis blame Saudi Arabia

Yemen’s internationally recognized government said on Monday it carried out the strike on Sanaa airport after a dispute over an Iranian plane that was carrying a Houthi delegation; the Houthi group had earlier blamed Saudi Arabia. “The Houthi terrorist militias — backed by the Iranian regime — prevented national Yemeni aircraft from landing at the capital’s airport while insisting on allowing an Iranian plane to violate Yemeni territory; as a result, the runway was targeted,” Yemen’s Defense Ministry said. Earlier, Houthi channel Al Masirah reported that “a Saudi aggression attacked the runways of Sanaa International Airport.”

The Iran-backed Houthis said on Monday they would respond to the airport strike, which they attributed to Saudi Arabia, while the Yemeni government backed by Riyadh claimed responsibility for the operation. Houthi military spokesman Yahya Saree accused Saudi Arabia of “ending the phase of de-escalation and assuming full responsibility for the consequences of its aggression,” and warned: “We affirm that this aggression will not go unanswered or unpunished.”

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Bahrain intercepted Iranian drones and missiles amid reports of strikes in southern Iran

Bahrain’s military said on Monday that its air defenses intercepted and destroyed several Iranian missiles and drones launched during the day, after the Revolutionary Guards claimed attacks on U.S. facilities in the Gulf, including bases in Bahraini territory. Bahrain’s Defense Forces accused Iran of continuing to target civilians in the kingdom.

Meanwhile, the semi-official Iranian ISNA agency reported that a U.S. strike on a target in Isfahan province in central Iran killed one person and wounded seven in the early hours of Monday, citing the province’s deputy security governor. Iran has not released an official casualty toll since the renewed large-scale strikes began last week, but state media reports and isolated incident statements suggest about 20 people have been killed by the recent U.S. bombardments. At the start of the war, thousands had died, mostly in Iran and Lebanon.

Bahrain’s military accuses Iran of attacking civilians

On Monday, Bahrain’s armed forces accused Iran of targeting civilians in its latest attacks on the kingdom, after Tehran said it had struck U.S. military sites and infrastructure there.

“Iran continues its systematic hostile behavior through its brutal missile and drone attacks directed at civilians in the Kingdom of Bahrain,” the Bahraini general command said in a statement, adding that air defenses “intercepted and destroyed several Iranian aerial attacks” on Monday morning.

Iranian media report explosions near the Strait of Hormuz

Explosions of unknown origin were heard on Monday in southern Iran near the Strait of Hormuz, media reported, following an exchange of strikes between Tehran and Washington.

“Media outlets and residents reported hearing explosions around midday near Bandar Abbas and Qeshm Island,” Mehr news agency said, adding that the explosions “appear to have originated from the west coast of Bandar Abbas.”

Iran says it continues talks with mediators to “avoid escalation” with the U.S.

Iran said on Monday it was continuing diplomatic contacts with mediators Qatar, Pakistan and Oman to “avoid an escalation” with the United States as hostilities between the two countries resumed.

“The mediators’ role is to continue their efforts to prevent an escalation of tensions,” Foreign Ministry spokesman Esmail Baqaei said, adding that Tehran had been in contact in “recent days” with Qatar and Oman, two countries that Iran has attacked militarily, as well as with Pakistan.

Iran says it will stop complying with the agreement if the U.S. fails to meet its commitments

Iran announced on Monday that it would no longer honor the memorandum of understanding with the United States if Washington did not fulfill its commitments to end the war.

“Whenever the other party has not fulfilled its obligations, we have not fulfilled ours… We will continue to act in this manner,” Foreign Ministry spokesman Esmaeil Baqaei said at a Tehran press conference following the latest rounds of hostilities between the two adversaries.

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The United States Armed Forces used maritime drones for the first time in a combat operation to strike an Iranian naval facility dedicated to the maintenance of submarines and military vessels, in a new episode of the escalating conflict with Tehran. The attack was confirmed on Monday by the United States Central Command (CENTCOM), which said the offensive aimed to affect Iran’s operational capacity over one of the world’s most important sea routes.

According to the U.S. military command, the operation was carried out on Sunday against a complex located at the Bandar Abbas Naval Base on Iran’s southern coast. Three unmanned surface vessels of the Corsair model, designed for direct-impact missions, were used in the attack.

In a statement released through its official channels, CENTCOM said the action set a precedent for the U.S. Armed Forces.

“Yesterday, using multiple one-way attack surface drones, CENTCOM forces successfully struck a submarine and ship maintenance facility in Iran,” the command said.

The command added that “three unmanned Corsair surface vessels struck the port at the Bandar Abbas Naval Base,” an operation that, it emphasized, “represents the first time U.S. forces have employed maritime drones in combat operations.”

The statement was accompanied by a video of the strike, posted on the social platform X, which shows the unmanned vessels approaching the target before explosions were seen at the military port.

According to the U.S. Army’s initial assessment, the attack sought to limit Iran’s capacity to continue conducting operations against international navigation.

“The strikes degraded Iran’s ability to continue attacking commercial maritime traffic,” CENTCOM said.

The use of surface drones introduces a new technological component to the U.S. military campaign. Unlike unmanned aerial vehicles, these platforms travel across the water autonomously until they reach their assigned target, where they detonate the explosive payload they carry.

The strike occurred amid an increase in military operations between Washington and Tehran. Over the weekend, U.S. forces reported carrying out attacks against approximately 140 Iranian military targets using combat aircraft, drones, and naval units equipped with precision munitions.

The offensive also comes in the context of rising tensions around the Strait of Hormuz, a strategic corridor for global energy trade that connects the Persian Gulf with the Indian Ocean and through which, before the conflict, about one-fifth of the world’s traded oil passed.

Hours after CENTCOM confirmed the use of the maritime drones, President Donald Trump announced the reinstatement of a naval blockade against Iran. The president also said that the United States would charge a 20% fee for providing protection to ships crossing the Strait of Hormuz, a measure presented by the White House as part of the new security scheme for commercial navigation in the area.

The current military escalation intensified after the collapse of the ceasefire agreement signed on June 17 between Washington and Tehran. According to the U.S. administration, the decision responded to the continuation of Iranian attacks against vessels transiting the Strait of Hormuz.

The United States maintains that the recent military operations are intended to respond to the Islamic Republic’s actions against international maritime traffic and to reduce the Iranian forces’ ability to threaten that commercial route.

In recent days, the conflict has also spread to other countries in the region. Iran launched attacks against Kuwait, Bahrain, Qatar, Jordan, Oman, and the United Arab Emirates— all U.S. allies that host American military facilities—expanding the geographic scope of a confrontation that continues to raise tensions in the Middle East.

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Los ataques militares estadounidenses contra Irán continuaron el lunes por segundo día consecutivo, en una nueva escalada por el control del estrecho de Ormuz que amenaza un acuerdo provisional y ya ha tenido repercusiones en Yemen. El CENTCOM informó haber atacado sistemas de defensa aérea, radares costeros, capacidades de misiles y drones iraníes. Irán, por su parte, mantuvo conversaciones diplomáticas con mediadores de Qatar, Pakistán y Omán para intentar evitar una mayor confrontación.

Agencias locales informaron de víctimas por los ataques en la provincia petrolera de Juzestán —dos muertos y tres heridos, según Fars y Tasnim—, y se reportaron explosiones cerca de Bandar Abbas y la isla de Qeshm. La Guardia Revolucionaria reivindicó acciones contra objetivos en Baréin, Jordania, Kuwait y Omán. Baréin aseguró haber sido blanco de ataques contra civiles y haber interceptado misiles y drones; Jordania afirmó haber interceptado cuatro misiles. Irán además efectuó disparos de advertencia contra dos buques en el estrecho.

La escalada elevó el precio del petróleo, con subidas relevantes en Brent y WTI, y tensionó los mercados. El presidente Donald Trump dijo que Estados Unidos y Teherán habían estado cerca de un acuerdo antes de que un ataque con drones frustrara las negociaciones. En Yemen, los hutíes amenazaron con responder al bombardeo del aeropuerto de Saná, lo que evidencia el riesgo de expansión del conflicto regional.

Arabia Saudita afirma haber respondido a ataque con misiles balísticos de hutíes del Yemen

La coalición liderada por Arabia Saudita informó haber respondido a un lanzamiento de misiles balísticos atribuido a los hutíes, tras la denuncia del movimiento chií de que Riad había bombardeado el aeropuerto internacional de Saná. El portavoz de la coalición, Turki al Malki, señaló que las defensas aéreas respondieron a la amenaza hacia la región sur de Arabia Saudita.

Las bolsas europeas cierran con alzas leves ante incertidumbre sobre Oriente Medio

Las principales bolsas europeas cerraron el lunes con ligeras subidas en una jornada marcada por la reanudación de hostilidades en Oriente Medio, el avance del petróleo y la cautela respecto al sector tecnológico y las tasas de interés. Londres subió 0,01%, París 0,31%, Fráncfort 0,19%, Milán 0,37% y Madrid 0,25%.

Guterres advierte por la escalada militar en el Golfo tras los ataques de EEUU e Irán

El secretario general de la ONU, António Guterres, expresó profunda preocupación por la escalada de enfrentamientos militares en la región del Golfo tras los ataques de Estados Unidos contra Irán y las acciones de Teherán contra barcos y países vecinos. Su vocero llamó a evitar una mayor confrontación.

El petróleo sube más de 4% mientras crece la tensión entre EEUU e Irán

Los precios del crudo registraron fuertes subidas: el WTI cotizó alrededor de 74,53 dólares por barril (+4,37%) y el Brent cerca de 79,28 dólares (+4,30%), impulsados por la incertidumbre sobre la seguridad del tránsito por el estrecho de Ormuz. La volatilidad de los mercados aumentó (VIX +7,77%) y los rendimientos de los bonos del Tesoro estadounidense subieron a lo largo de la curva.

CENTCOM confirma el primer uso de drones marinos en combate: atacó una base naval iraní en Bandar Abbas

El Mando Central de Estados Unidos (CENTCOM) informó que empleó por primera vez drones marinos en operaciones de combate al atacar instalaciones de mantenimiento naval en Bandar Abbas usando embarcaciones no tripuladas de superficie modelo Corsair, además de ataques con aviones, buques y drones aéreos. CENTCOM señaló que las acciones buscaban degradar la capacidad de Irán para atacar el transporte marítimo comercial.

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Trump dice que EEUU cobrará un tasa del 20% para proteger los barcos en el estrecho de Ormuz

El presidente Donald Trump afirmó que el estrecho de Ormuz permanecerá abierto y anunció que Estados Unidos asumirá un papel de custodia de la vía, planteando que su país será compensado con una tasa del 20% sobre la carga transportada para costear la protección. Trump describió a EEUU como “el guardián del estrecho” y dijo que las operaciones para implementar esa tarea comenzarían de inmediato.

El anuncio amplificó la retórica sobre el control del paso marítimo, tras declaraciones anteriores del mandatario y la advertencia iraní de que consideraría un “acto de guerra” cualquier cooperación de países del Golfo con Washington en la gestión del estrecho.

La nota completa en este enlace.

Los Guardianes de la Revolución acusan a EEUU de poner en peligro el suministro global de petróleo por “interferir” en Ormuz

Los Guardianes de la Revolución criticaron a Estados Unidos por, según su versi ón, poner en riesgo el suministro global de petróleo y gas al intervenir en el estrecho de Ormuz. Su portavoz aseguró que Irán exigirá responsabilidades a EEUU y reiteró que Teherán seguirá ejerciendo soberanía sobre la gestión del estrecho.

El comando militar iraní Khatam Al-Anbiya advirtió además que sería considerado “un acto de guerra” que los países del Golfo cooperen con Washington en la administración del paso marítimo tras el anuncio de Trump.

Wall Street abre en baja por la escalada entre EEUU e Irán y una caída en semiconductores

Las acciones en Wall Street abrieron mayoritariamente a la baja el lunes, afectadas por el repunte del petróleo y el retroceso de valores de semiconductores tras fuertes pérdidas en el Kospi de Corea del Sur y el derrumbe de SK hynix. Al inicio de la sesión, el Dow Jones mostraba una ligera subida (0,1%), el S&P 500 retrocedía 0,4% y el Nasdaq caía 0,9%. Analistas atribuyeron la mezcla de movimientos a la tensión geopolítica, el impacto sobre precios energéticos y la presión en valores ligados a memoras.

Irán advierte a los países del Golfo: cooperar con EEUU en el estrecho de Ormuz será considerado “un acto de guerra”

El comando militar iraní advirtió a los países del Golfo que cualquier colaboración con Estados Unidos para gestionar el estrecho de Ormuz sería considerada “un acto de guerra”. El mensaje, difundido por el vocero de Khatam Al-Anbiya, buscó disuadir a aliados regionales de participar en un esquema conjunto de administración del paso.

Trump afirma que EEUU está “tomando el control” del estrecho de Ormuz

En una entrevista, Trump aseguró que Estados Unidos está “tomando el control” del estrecho de Ormuz y reiteró que su país se convertirá en su “guardián”, insistiendo en que Washington debería ser compensado por proteger la vía. También afirmó que las fuerzas estadounidenses habían dañado equipamiento iraní durante las últimas operaciones nocturnas.

La afirmación se produce en medio de enfrentamientos que incluyen amenazas de cierre del estrecho por parte de Irán y disparos de advertencia contra buques.

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Video: EEUU difunde imágenes de la nueva ola de ataques contra Irán

El CENTCOM difundió que fuerzas estadounidenses realizaron una nueva tanda de ataques contra decenas de objetivos en Irán, empleando munición de precisión, aviones, buques, drones aéreos y marítimos. Medios iraníes reportaron misiles y explosiones en torno a Sirik, Bandar Abbas y la isla de Qeshm. La cancillería iraní calificó los ataques de “agresivos”. Reuters señaló que no pudo verificar independientemente la procedencia del video difundido.

Los hutíes advierten que responderán al ataque contra el aeropuerto de Saná

Los hutíes, apoyados por Irán, anunciaron que responderán al ataque contra el aeropuerto de Saná, atribuido por ellos a Arabia Saudita. El vocero militar hutí Yahya Saree acusó a Riad de poner fin a la fase de distensión y advirtió que la agresión “no quedará sin respuesta ni sin castigo”.

El gobierno yemení reivindica un ataque al aeropuerto de Saná; los hutíes responsabilizan a Arabia Saudita

El gobierno yemení reconocido internacionalmente declaró haber atacado la pista del aeropuerto de Saná después de que los hutíes impidieran aterrizajes de aeronaves nacionales y presionaran para permitir la llegada de un vuelo iraní. El ministerio de Defensa calificó a las milicias hutíes de responsables de bloquear operaciones aéreas y justificó el ataque. Los hutíes aseguraron que el operativo fue una agresión saudita y prometieron represalias.

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Bahrein interceptó drones y misiles iraníes en medio de reportes de ataques en el sur de Irán

Las fuerzas de defensa de Bahrein informaron haber interceptado y destruido varios misiles y drones iraníes tras la reivindicación de la Guardia Revolucionaria de ataques contra instalaciones militares estadounidenses en la región, incluidas bases en territorio bareiní. Bahrein acusó a Irán de apuntar a civiles. En paralelo, la agencia ISNA reportó que un ataque estadounidense en la provincia iraní de Isfahán causó una muerte y siete heridos, según autoridades locales.

El ejército de Bahrein acusa a Irán de atacar a civiles

El comando general de las fuerzas armadas de Bahrein afirmó que Irán mantiene una actitud hostil y que sus recientes ataques con misiles y drones han apuntado contra civiles en el reino. Las defensas aéreas, dijo el comunicado, interceptaron y destruyeron varios de esos ataques.

Los medios iraníes informan de explosiones cerca del Estrecho de Ormuz

Medios y residentes en el sur de Irán reportaron explosiones de origen no precisado cerca del estrecho de Ormuz, alrededor de Bandar Abbas y la isla de Qeshm, en el contexto del intercambio de ataques entre Teherán y Washington.

Irán dice que sigue hablando con los mediadores para “evitar una escalada” con EEUU

Irán afirmó que continúa las gestiones diplomáticas con Qatar, Omán y Pakistán para intentar evitar una mayor escalada con Estados Unidos. El portavoz del ministerio de Exteriores subrayó el papel de esos mediadores en sus esfuerzos recientes para reducir tensiones.

Irán afirma que dejará de cumplir con el acuerdo si Estados Unidos no respeta sus compromisos

El portavoz del ministerio de Exteriores iraní declaró que Teherán dejará de respetar el memorando de entendimiento firmado con Estados Unidos si Washington no cumple sus obligaciones para poner fin al conflicto. Dijo que la respuesta de Irán a los incumplimientos será recíproca.

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U.S. military strikes against Iran entered a second day on Monday in a new wave of fighting over control of the Strait of Hormuz. The escalation threatens a fragile interim agreement and has already spread to Yemen, where an attack on Sanaa airport prompted a dispute between the Yemeni government and the Huthi rebels—backed by Iran—over who was responsible. CENTCOM confirmed it had carried out a new round of strikes against Iranian air defense systems, coastal radars, missile and drone capabilities, while Tehran held talks with mediators from Qatar, Pakistan and Oman in an effort to avoid further escalation.

U.S. attacks reportedly killed two and injured three in Iran’s oil-producing southwestern Khuzestan province, according to Fars and Tasnim agencies. Media and residents also reported explosions near Bandar Abbas and Qeshm Island, Mehr reported. In retaliation, the Islamic Revolutionary Guard Corps claimed attacks on Bahrain, Jordan, Kuwait and Oman; Bahrain accused Iran of targeting “civilians,” and Jordan said it intercepted four Iranian missiles. Iran also fired “warning shots” at two vessels attempting to transit the Strait of Hormuz.

The escalation pushed oil prices higher, with Brent rising as much as 5% before easing to around $78 per barrel. President Donald Trump said the two countries had been close to “a deal” on Saturday, which collapsed after a drone strike on a vessel derailed negotiations. In Yemen, Huthi military spokesman Yahya Saree warned the attack on Sanaa airport “will not go unanswered or unpunished,” signaling that the regional conflict could spread beyond Iran.

European stock markets close slightly higher amid Middle East uncertainty

European stock markets closed with small gains on Monday after a session dominated by renewed hostilities and rising oil prices, alongside concerns about the technology sector and the outlook for interest rates.

London finished up marginally by 0.01%, Paris gained 0.31%, Frankfurt 0.19%, Milan 0.37% and Madrid 0.25%.

The Saudi-led coalition says it intercepted missiles launched by the Huthis. The coalition reported intercepting ballistic missiles fired by the Huthis toward the southern region of the Kingdom.

Guterres warns of Gulf military escalation after US and Iranian attacks

UN Secretary-General António Guterres warned on Monday about the U.S. strikes on Iran and Tehran’s attacks on ships in the Strait of Hormuz and on neighboring countries.

Guterres expressed his “deep concern about the serious escalation and the resumption of military confrontations in the Gulf region,” his spokesman Stéphane Dujarric said.

Oil rises more than 4% as US-Iran tensions grow

Oil prices climbed sharply on Monday, with West Texas Intermediate trading at $74.53 per barrel, up 4.37%, while Brent rose 4.30% to $79.28. The increase occurred amid growing military tensions between the United States and Iran, which renewed doubts about the security of transit through the Strait of Hormuz.

The energy price surge also affected equity and bond markets: the VIX volatility index jumped 7.77%, while U.S. Treasury yields rose across the curve—the 10-year yield increased 0.63% and the 5-year 0.88%—reflecting investor caution about an escalation that could disrupt global energy trade for an extended period.

CENTCOM confirms first combat use of maritime drones: struck a naval base in Bandar Abbas

U.S. Central Command (CENTCOM) said its forces successfully struck a submarine and ship maintenance facility in Iran using multiple single-use aerial attack drones. CENTCOM reported that three Corsair unmanned surface vessels struck the port at Bandar Abbas Naval Base.

The operation marked, CENTCOM said, the first time U.S. forces have used maritime drones in combat. The command stated the strikes the previous night “degraded Iran’s ability to continue attacking commercial maritime traffic” amid the military escalation that has put Strait of Hormuz transit at risk.

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Trump says US will charge a 20% fee to protect vessels in the Strait of Hormuz

President Donald Trump announced that the Strait of Hormuz is and will remain “OPEN,” with or without Iran, and said the United States is reinstating what he called the “IRANIAN BLOCKADE,” which he described as intended to bar only Iranian ships or customers from entering or leaving.

“All other countries will have fair and open use of the strait,” the president wrote on Truth Social.

Trump said that henceforth the United States will be known as “THE GUARDIAN OF THE STRAIT OF HORMUZ,” and that, “as a matter of FAIRNESS,” the country will be reimbursed at a rate of 20% on all cargo transported to cover costs of providing security for “this very volatile section of the world.” “Training and processes will begin immediately,” he added.

The announcement amplifies Trump’s rhetoric about the strait after he earlier told Fox News that Washington would become the route’s “guardian” and be compensated for custody, amid rising tensions with Iran and Tehran’s warning that any Gulf cooperation with the U.S. on the passage would be considered “an act of war.”

The full report is at this link.

Revolutionary Guards accuse US of endangering global oil supply by “interfering” in Hormuz

Iran’s Islamic Revolutionary Guard Corps on Monday accused the United States of endangering the global oil and gas supply by “interfering” in the Strait of Hormuz after hostilities between the two countries resumed. IRGC spokesman Hosein Mohebi said the U.S. “must be held accountable” for jeopardizing energy security worldwide.

In a post on X, Mohebi added that Tehran “will continue to exercise its sovereignty and management of the Strait of Hormuz,” signaling Iran’s unwillingness to cede operational control of the waterway despite U.S. pressure.

The accusation followed a warning from the Khatam Al-Anbiya military command that any Gulf cooperation with Washington on managing the strait would be an “act of war,” after President Trump said the U.S. would become its “guardian” and should be compensated for protecting it.

Wall Street opens lower as US-Iran escalation and chip stocks weigh

U.S. stocks mostly fell on Monday morning as markets digested higher oil prices and weakness in semiconductor shares, while investors prepared for upcoming corporate earnings and economic data. Oil rose more than 3% amid escalating tensions between the United States and Iran, reviving concerns about energy infrastructure in the Strait of Hormuz.

U.S. semiconductor stocks dropped early after a sharp decline for SK hynix in South Korea’s Kospi. About ten minutes after the open, the Dow Jones was up 0.1% at 52,676.53, the S&P 500 was down 0.4% at 7,547.53 and the Nasdaq Composite fell 0.9% at 26,039.50.

“Tensions with Iran, which are intensifying, are pushing oil prices higher, which is lifting Treasury yields, while the sell-off in SK hynix drags memory-linked stocks lower, putting pressure on the Nasdaq and the S&P,” said Art Hogan of B. Riley Wealth Management. This week’s agenda includes major U.S. bank earnings, the Federal Reserve chair’s testimony to Congress, and the latest consumer price index data.

Iran warns Gulf states: cooperating with the US in the Strait of Hormuz will be considered “an act of war”

Iran’s military warned Gulf countries on Monday that any cooperation with the United States in managing the Strait of Hormuz would be regarded as “an act of war,” as hostilities between Tehran and Washington resumed. A spokesman for the Khatam Al-Anbiya military command issued the warning in a video message to regional states.

The same spokesman said Iran “under no circumstances will allow… the United States to interfere in the management” of the strategic waterway, a message intended to deter Washington’s regional allies from joining any joint administration of the strait.

The statement came hours after President Trump said the U.S. would become the “guardian” of the Strait of Hormuz and should be paid to protect it, amid the military escalation that has put transit along this key energy trade route at risk.

Trump says the US is “taking control” of the Strait of Hormuz

President Donald Trump said on Monday that the United States was “taking control” of the Strait of Hormuz after days of exchanges of attacks with Iran in the vital waterway. “We are taking control of the strait. They have nothing. They have nothing,” Trump said in an interview with Fox News, referring to Iran’s military capabilities.

The president added that his country would become the “guardian” of the strait and that Washington should be paid for protecting it. “We will become the guardian of the strait (…) And we should be compensated for that,” he said.

He also issued a stern warning to Iran after the collapse of the existing military agreement and said U.S. forces struck Iranian military equipment overnight. “Most of their equipment no longer exists. Their anti-aircraft gun—we hit it very hard last night,” he said. “Every time they send a drone, we hit them very hard.” Trump claimed the U.S. had reached an agreement with Tehran that was later broken: “We had a deal… and they broke it. They always break it. So we are going to hit them very hard and we are going to keep the strait, and we will probably manage it.”

The remarks came amid the dispute over control of the strait, after Iran threatened to close it and fired “warning shots” at ships attempting to cross, while Washington maintains maritime traffic is continuing normally despite the military escalation.

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Video: US releases footage of new wave of strikes on Iran

U.S. forces completed a new wave of strikes on Iran on Sunday, hitting dozens of targets at multiple locations with precision munitions, CENTCOM said. The command said air defense systems, coastal radars, missile and drone capabilities, and small Iranian vessels were targeted using fighter aircraft, warships, and single-use aerial and maritime attack drones.

Iranian media reported missile strikes and explosions around the port cities of Sirik and Bandar Abbas—where military facilities are located along the strait—and nearby Qeshm Island. Iran’s foreign ministry condemned the weekend U.S. strikes as “aggressive.” Reuters could not independently verify the time or location of the video footage, and no prior versions were found online before July 12.

The Huthis warn they will respond to the attack on Sanaa airport

Yemen’s Huthi rebels, backed by Iran, said on Monday they would respond to the attack on Sanaa airport, which they attributed to Saudi Arabia, although the Yemeni government aligned with Riyadh claimed responsibility. Huthi military spokesman Yahya Saree accused Saudi Arabia of “ending the phase of de-escalation and assuming full responsibility for the consequences of its aggression.”

Saree warned that “this aggression will not go unanswered or unpunished,” indicating the rebels could intensify their actions amid rising regional tension linked to the U.S.-Iran conflict.

Yemeni government claims it struck Sanaa airport; Huthis blame Saudi Arabia

The internationally recognized Yemeni government said on Monday it attacked Sanaa airport after a dispute over an Iranian plane transporting a Huthi delegation. The government said the Huthi militias—backed by Iran—prevented Yemeni national aircraft from landing in the capital and insisted on allowing an Iranian plane to enter Yemeni airspace; therefore, it struck the runway, the defense ministry said. Earlier, the Huthi channel Al Masirah had reported that “Saudi aggression struck the takeoff and landing runways of Sanaa International Airport.”

The Huthis, backed by Iran, reiterated on Monday that they would respond to the attack on Sanaa airport, which they attributed to Saudi Arabia, while the Riyadh-backed Yemeni government claimed responsibility. Huthi spokesman Yahya Saree accused Saudi Arabia of “ending the phase of de-escalation and assuming full responsibility for the consequences of its aggression,” and warned: “We affirm that this aggression will not go unanswered or unpunished.”

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Bahrain intercepted Iranian drones and missiles amid reports of strikes in southern Iran

Bahrain’s military said on Monday that its air defenses intercepted and destroyed several Iranian missiles and drones launched during the day, after the Revolutionary Guard claimed it had struck U.S. military installations in the Gulf, including bases in Bahraini territory. Bahrain’s Defense Forces accused Iran of continuing to target the kingdom’s civilian population.

Separately, the semi-official Iranian ISNA agency reported that a U.S. strike on a target in Isfahan province in central Iran killed one person and wounded seven in the early hours of Monday, according to the province’s deputy governor for security. Iran has not released an official casualty toll since large-scale cross-border strikes resumed last week, but state media reports and local accounts of isolated incidents suggest about 20 people have died from renewed U.S. bombing. At the start of the war, thousands died, mostly in Iran and Lebanon.

Bahrain’s military accuses Iran of attacking civilians

On Monday, Bahrain’s armed forces accused Iran of attacking civilians in its recent strikes against the kingdom, after Tehran said it had targeted U.S. military facilities and infrastructure there.

“Iran continues its systematic hostile behavior through its atrocious missile and drone attacks directed at civilians in the Kingdom of Bahrain,” the general command of Bahrain’s armed forces said in a statement, adding that air defenses “intercepted and destroyed several Iranian aerial attacks” on Monday morning.

Iranian media report explosions near the Strait of Hormuz

Explosions of unknown origin were heard in southern Iran on Monday, near the Strait of Hormuz, local media reported following an exchange of strikes between Tehran and Washington.

“Media and residents reported hearing explosions near Bandar Abbas and Qeshm Island around midday on Monday,” the Mehr news agency said, adding that the blasts “appear to come from the west coast of Bandar Abbas.”

Iran says it is continuing talks with mediators to “avoid escalation” with the US

Iran said on Monday it was continuing diplomatic efforts with mediators from Qatar, Pakistan and Oman to “avoid an escalation” with the United States amid renewed hostilities.

“The role of mediators is to continue their efforts to prevent an escalation of tensions,” Foreign Ministry spokesman Esmail Baqai said, adding that Tehran had been in contact “in recent days” with Qatar and Oman—two countries that Iran has attacked militarily—as well as with Pakistan.

Iran says it will stop complying with the agreement if the US does not honor its commitments

Iran announced on Monday that it would no longer honor the memorandum of understanding signed with the United States if Washington did not fulfill its commitments to end the war.

“Whenever the other party has not fulfilled its obligations, we have not fulfilled ours… We will continue to act in this way,” Foreign Ministry spokesman Esmaeil Baqaei said at a press conference in Tehran after the latest round of hostilities between the two adversaries.

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