A fragile ceasefire between the United States and Iran came under serious strain on Friday after the two sides traded strikes in the Gulf, raising fresh fears about the security of the Strait of Hormuz and the stability of global energy supplies.
US Central Command said its forces shot down four Iranian drones heading toward the Strait of Hormuz before striking Iranian coastal radar installations at Goruk and on Qeshm Island. Centcom said the drones posed an "immediate threat to regional maritime traffic" and that destroying the radar sites was necessary to "defend against further attacks." Shortly after, air raid sirens sounded in Kuwait and Bahrain, both US allies, and explosions were heard in both countries.
Iran's Revolutionary Guards responded early Saturday, saying they had targeted "enemy bases in the area" with missiles in retaliation for what they called a US "invasion" of Iran's Sirik and Qeshm islands. Centcom confirmed Iran launched seven ballistic missiles toward Kuwait and Bahrain, saying six were intercepted and the seventh "did not reach its intended target." The command also denied Iranian claims that the US 5th Fleet headquarters in Bahrain had been damaged, saying there were no reports of harm to US personnel.
Why this matters
The Strait of Hormuz is one of the world's most critical energy chokepoints. A significant share of global oil and liquefied natural gas shipments pass through it, meaning any sustained disruption directly feeds into fuel prices and supply chains worldwide. The ceasefire, which has been in place since April 8 following US and Israeli strikes that wiped out Iran's top leadership roughly 100 days ago, was already under pressure before Friday's exchange. This latest flare-up makes a negotiated settlement harder and keeps energy markets on edge.
Kuwait's military said early Saturday it was responding to "hostile" missile and drone attacks, just days after a strike on Kuwait's international airport killed one person and wounded dozens. The targeting of a neutral Gulf neighbor underlines how far the conflict's blast radius has spread beyond the two main parties.
Talks to end the war and formally reopen the strait have repeatedly stalled. Mohsen Rezaei, military adviser to Iran's Supreme Leader Ayatollah Mojtaba Khamenei, told CNN the negotiations were "at a deadlock" and called on President Donald Trump to break the impasse, also demanding the release of frozen Iranian assets worth 24 billion dollars. Trump, speaking to NBC News on Friday, acknowledged Iran still holds roughly 21 to 22 percent of its pre-war missile stockpile, a figure higher than the 18 percent he cited in May, complicating claims that Tehran's military capacity has been decisively degraded.
The conflict has also pulled Lebanon deeper into crisis. Hezbollah attacked Israel on March 2, drawing Lebanon into the wider war. Lebanese Prime Minister Nawaf Salam addressed Iran's leaders directly on Friday, saying: "Have mercy on our south, stop treating it and its people as merely a bargaining chip." Iran's Foreign Minister Abbas Araghchi dismissed similar criticism from Lebanese President Joseph Aoun, accusing him of ignoring Lebanon's "real foe." Iran has insisted in peace talks that the Lebanon front and the Gulf conflict are inseparable, a position that further complicates any path to a deal.
On the sidelines, US Ambassador to Turkey Tom Barrack confirmed visa issuances for Iran's national football team to travel to the FIFA World Cup, which the US is co-hosting with Canada and Mexico. However, Iran's Fars news agency reported that visas had not yet been issued for some members of the team's technical and executive staff. An unnamed US administration official warned the government would not allow the Iranian team to "abuse this system to sneak terrorists into the United States under false pretenses."
What to watch next
The key pressure points now are whether Centcom and Iranian forces hold fire long enough for diplomats to restart meaningful talks, whether Kuwait and Bahrain's targeting prompts a broader Gulf response, and whether Trump moves to break the negotiating deadlock Rezaei described. Any further strikes near the strait will be felt quickly in oil markets. The midterm election calendar adds domestic political weight to how Trump handles the next move, making a prolonged stalemate costly on multiple fronts.