CENTCOM says a fresh wave of strikes on Iran targets the ability to threaten Strait of Hormuz shipping, after three U.S. soldiers were confirmed dead and a fourth death is under review. This is analysis, not advice.

A drone hit the tanker NELSA at the Caspian Pipeline Consortium's Novorossiysk export point on Monday, the second attack on the facility in less than a day, again suspending loadings on a line that carries roughly 1% of global crude supply.