The Strait of Hormuz turned hot Monday night even as markets shrugged: CENTCOM struck two IRGC fast boats laying mines near Larak Island and a missile site at Bandar Abbas after Iran fired SAMs at US aircraft; Tehran's foreign ministry called the strikes a ceasefire violation in "bad faith and unreliability," yet the buyside priced the framework as still alive. WTI closed off 3.80 percent at $90.32, Brent off 2.61 percent at $94.15, and the ruble firmed 1.58 percent to 70.79. SENTINEL has Abraham Lincoln and George H.W. Bush underway in the Arabian Sea, Nimitz in the Caribbean, George Washington in the Philippine Sea, with MENA-to-Europe airlift running 19 movements (11 C-17As) and the Atlantic tanker line surging to ten hulls.
Israel pressed two simultaneous escalations. The IDF and Shin Bet announced the killing of Mohammed Odeh, the new Qassam Brigades chief who took the job May 18 after Israel killed predecessor Izz al-Din al-Haddad; the Gaza City strike on a Rimal apartment block killed six and wounded more than twenty. Overnight, Israeli aircraft hit over 150 Hezbollah sites across southern Lebanon and the Bekaa per the IDF, with Lebanon's health ministry counting 31 dead Tuesday including 12 in one Mashghara strike, and ground operations pushing past the original security zone as the April Israel-Hezbollah ceasefire effectively collapses.
In Russia, Ukrainian drones again set Tuapse alight, with a fire at the sea terminal extending a campaign begun April 16 that has left "black rain" combustion residue over the city. Milblogger Rybar wrote that Russian logistics in occupied Kherson and Zaporizhzhia have been "completely disrupted" by Ukrainian deep strikes; Moscow has closed the M-14 Rostov-to-Crimea highway to civilians, with middle-range drones now ranging up to 200 km behind the line. Russia answered in Kharkiv oblast with a drone strike on a power-repair team that wounded two energy workers.
Damascus disclosed the first concrete find of its post-Assad chemical-weapons sweep: more than 70 rockets and aerial bombs, sarin precursors, and the stabilizer hexamine across three sites, with 18 detained. In Sudan, RSF drone strikes on Al-Tina and Kornoi markets in North Darfur near the Chad border killed at least 21 over two days, mostly women. JTWC is tracking Tropical Cyclone Jangmi (06W) in the Western Pacific; no Atlantic systems active.