Regional governor's office notes that any sounds of explosions in southeast Tehran in the near-term are due to the destruction of unused ordinance, Mehr reports
Yemeni Houthi-linked military source says vital bridges in Saudi Arabia, particularly in Riyadh, could be added to its target list in response to Saudi strikes on Yemeni infrastructure, N12 reports citing Lebanese press
Iran reportedly captures a second US submarine drone, Sepah News reports
Regional governor's office notes that any sounds of explosions in southeast Tehran in the near-term are due to the destruction of unused ordinance, Mehr reports
UK Defence Minister Streeting says more should be spent on defence. Reiterates the 3.5% of GDP ambition by 2035.
Kremlin says US-Russia arms discussions should continue, but the situation is complicated and will require extensive negotiations once recommence
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Pre-emptive official explanations of explosions in Tehran are a recognised tell in this conflict pattern: authorities in the region have historically issued ordnance-disposal or drill framing either ahead of, or immediately after, strikes, and the market's convention has been to treat the denial itself as confirmation that something is occurring or imminent. The relevant distinction is between a controlled demolition, which is a non-event, and a cover story for an incoming or retaliatory strike, which re-prices the geopolitical risk premium in crude through the prompt Brent and WTI spreads rather than the flat price alone. Mehr is a state-linked outlet, so the framing carries the usual discount applied to official Iranian media during active hostilities. What has mattered in comparable episodes is the follow-on: independent confirmation or imagery, any military statement from either side, and whether subsequent reports reference specific districts or infrastructure rather than generic 'southeast Tehran'. Oil's established pattern in these episodes is a knee-jerk bid that fades if the disposal story holds and extends if it does not.
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