Iran disruption tracker #83: Brent $94/bbl, +$25/bbl since 7/1. Focus turns to the Red Sea!

Research evidence excerpt

Iran disruption tracker #83: Brent $94/bbl, +$25/bbl since 7/1. Focus turns to the Red Sea!

July 22, 2026

Summary: Day #145

What changed:

●The US military conducted its 12th consecutive night of airstrikes against targets in Iran on 7/22. These ongoing

operations aim to degrade Iranian military capabilities and retaliate against recent regional aggression.

●POTUS warned Iran that it will bomb a bridge or power plant for every strike against a ship in the Strait. In

response, the IRGC issued a statement saying, "Should the United States carry out its threats, the Armed Forces

of the Islamic Republic will not allow the export of even a single drop of oil, and the region's oil, gas, electricity,

and economic infrastructure will be targeted.

●Tehran's chief negotiator warned that no regional infrastructure will remain safe if Iran's security is

compromised. The statement directly responds to escalating threats and continuous airstrikes from US forces. It

emphasizes Iran's readiness to target regional energy and transport networks in self-defense.

●Iran-backed Houthi rebels in Yemen claimed responsibility for attacking two Saudi oil tankers. The strikes

occurred in the Red Sea, further destabilizing critical international shipping lanes. The incident highlights the active

involvement of Iran's regional proxy network in the war. The UKMTO reported that a tanker was struck southwest

of Saudi Al Shuqaiq.

●”US reportedly told Israel that it expects to step up strikes in the coming days including possibly hitting Pickaxe

Mountain as it is preparing to use heavy bombers. Per the WSJ t]he US is rapidly deploying additional troops,

logistics staff, and medical personnel to the region as POTUS apparently evaluates broader, more aggressive war

options.