Tommy Vitor

But it just seems like again, it seems like the Iranian calculation here was.

Shoot at all these Gulf countries, get them to pressure the US and Israel to stop the war.

But like time will tell.

But this seems to have catastrophically backfired as far as I can tell, like countries that seemed initially wary of what the US and Israel were doing are now denouncing Iran.

There's some sense that the Gulf countries that initially had barred the US from flying backfired.

anti-Iran missions out of their territory or through their airspace might be reconsidering those views.

Maybe some of this has to do with Iran not having command and control anymore.

There's not like centralized decision making.

So you have some random group of commanders firing at Cyprus for no reason.

But I do think the big question still remains.

How long will Iran have the capacity to respond?

Will they run out of ballistic missiles and launchers?

And will they run out of them before the places they're targeting run out of interceptor missiles?

Because as we discussed on Saturday, those interceptor stockpiles are very low and they are very expensive.

So like an Iranian drone costs between 20 grand and 50 grand, while many of these U.S.

interceptor missiles cost several million dollars each.

Finally, on the Iran front, Ben, traffic through the Strait of Hormuz is

is down 85%, according to some energy analysts I saw this morning.

Crude oil prices are up between 5% and 8%, which is a lot, but not catastrophic.

Iran has attacked ships in the Strait of Hormuz.