Tugboat Daily Brief - Iran-Israel Conflict - 2026-07-11
The episode covers the immediate aftermath of a coordinated strike that killed Iran's Supreme Leader, triggering missile barrages and a halt to shipping in the Strait of Hormuz. It examines the resulting leadership vacuum, the divergence between calm financial markets and heightened defense procurement, and the potential for either diplomatic de-escalation or broader regional war.
Key Developments
Coordinated strikes on Tehran killed Supreme Leader Ayatollah Ali Khamenei, creating a sudden leadership vacuum.
Iran retaliated by launching missile barrages against US assets in the Persian Gulf…
The skinny
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