INTELLIGENCE WINDOW: 26 June 2026 – 30 June 2026
Executive Summary
- Since 26 June, the fragile ceasefire formalised in the Memorandum of Understanding (MoU) signed by the US and Iran on 17 June has come under serious strain, with the US and Iran trading direct fire for the first time since the MoU’s signing.
- On both 26 and 27 June, the US conducted strikes in Iran. These strikes followed Iranian attacks against two vessels transiting the Strait of Hormuz (SoH).
- In retaliation, Iran launched attack drones and ballistic missiles against targets in Bahrain and Kuwait on 27 and 28 June, with the IRGC claiming to have targeted the Ali Al Salem airbase in Kuwait and the US Fifth Fleet headquarters in Bahrain.
- During the 28 June attacks against Bahrain, a residential building near Bahrain International Airport (BAH / OBBI) was damaged, with no fatalities reported.
- Despite the first direct kinetic engagement between the US and Iran since the signing of the MoU, the strikes conducted by both Iran and the US were likely calibrated to remain sub-threshold for a return to full-scale conflict.
- Delegations from Iran and the US are in Qatar on 30 June, but it remains unconfirmed whether negotiations will go ahead and in what format.
- There remains a high risk of a tactical miscalculation and/or escalation in the SoH, with retaliatory strikes unlikely to be confined to the immediate area of engagement. These cycles of escalation have repeatedly led to strikes against regional countries, with targets in Bahrain and Kuwait being more recently prioritised by Iran.
- As of 30 June, the airspaces of Jordan, Saudi Arabia, Kuwait, Bahrain, Qatar, the UAE and Oman are open.









