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Iran File — Lead

Eight Ships a Day: The Strait Is Dying Quietly While Both Capitals Claim Victory

A seventh consecutive night of American strikes, Iranian missiles over four countries, and the number that matters buried in the shipping data: transits through Hormuz have collapsed to a three-week low. The red lines are gone; what remains is attrition — and the Gulf is the ground it is fought on.

The war's ledger, updated overnight, reads like this. The United States flew its seventh consecutive night of strikes, hitting surveillance sites, military logistics, underground weapons storage, maritime capabilities — and, in a quiet expansion of the target set, power infrastructure in Iran's southern provinces, the first installment of the escalation President Trump had only threatened a week ago. Iranian officials now count at least 46 dead and more than 400 wounded in the recent waves, figures that cannot be independently verified; eight died in Friday's bridge strike alone. CENTCOM confirmed the destruction of the control tower at Chabahar port.

Iran's reply again landed on its neighbors. Kuwait intercepted missiles and drones; Jordan's air defenses fired again; Iraqi Kurdish forces downed attack drones over Erbil; air sirens drove Bahrain into shelters. And for the first time, Washington's own cost sheet surfaced in full: 14 American service members killed and 427 wounded since February 28, thirteen of them added just this week. This is no longer a strike campaign with a diplomatic exit; it is a war of attrition with a casualty ledger on both sides — and on the Gulf's, whose interceptors, airspace, and nerves are consumed nightly.

The truest indicator sits in the shipping data. Crossings of the Strait of Hormuz fell to eight vessels on Thursday — a three-week low for a waterway that carried a fifth of the world's oil seven months ago. Brent pushed above $86 on Friday. Neither Washington's assurance that the strait "is open" nor Tehran's claim to control it describes what the market sees: a channel that both powers patrol and neither can make safe. Trump's contribution to clarity — "We are likewise winning big in Iran, and you will see the fruits of that labor very, very shortly" — is a promise of imminence from a war now in its sixth month.

Assessment: Watch three numbers, not the rhetoric: daily transits (eight and falling — if the count approaches zero, war-risk insurance completes the closure no navy could), the geography of US strikes on Iran's grid (southern provinces today; if Tehran's power goes dark, the regime's domestic calculus changes), and the interceptor burn rate in Gulf arsenals, which nobody publishes and everybody in the GCC now privately tracks. Attrition wars end when one side runs out of something. The Gulf's task is to ensure it is not the one — which means resupply guarantees extracted now, in writing, while American basing still depends on Gulf consent.