July 31, 2026 | NatSec Roundup

Tehran’s hit-and-miss, Taiwan’s siege prep, and time for Russia sanctions (July 31)

July 31, 2026 NatSec Roundup

Tehran’s hit-and-miss, Taiwan’s siege prep, and time for Russia sanctions (July 31)

FDD Action · NatSec Roundup · July 31, 2026
FDD Action NatSec Roundup
July 31, 2026

Tehran’s Hit-and-Miss, Taiwan’s Siege Prep, and Time for Russia Sanctions

Welcome to FDD Action’s Weekly NatSec Roundup.

🌏 ICYMI: Asian governments are assuming greater responsibility for their security in response to sustained Chinese coercion and concerns about the predictability of American commitments. “A more autonomous Asia should fit an ‘America First’ agenda,” writes FDD’s Craig Singleton in The Washington Post. “But, to be successful, that bargain depends on predictable American commitments and clear crisis planning.”

💡 Have news tips or other feedback? Just reply to this email. We’d love to hear from you.

📧 Want to join our subscribers list? Register here.

🚨 Need-to-Know This Week
USS Delbert D. Black fires a Tomahawk Land Attack Missile

USS Delbert D. Black (DDG 119) fires a Tomahawk Land Attack Missile in support of Operation Epic Fury, Feb. 28, 2026. (U.S. Navy photo)

1. In response to Iran’s surprise ballistic missile attack on U.S. military base in Jordan this week, the United States struck dozens of Iranian military targets, but there’s more policymakers can do to ramp up and maintain U.S. pressure on the regime in Iran.

  • Tehran’s hit and miss: After some two weeks of nightly U.S. attacks on Iranian military targets, the President paused the renewed campaign last Friday to give diplomacy a chance. Iran had a different idea, instead attempting to catch U.S. forces off guard with its surprise attack on Tuesday. To the regime’s chagrin, all Iranian missiles were intercepted. Now, the United States has resumed its military pressure on the regime, striking dozens of military targets in response to degrade the threat Iran and its proxies pose to American forces, commercial shipping, and Gulf states.
  • Breaking it down: “For the United States, these attacks are not the costs of war, rather the costs of unfinished business,” says FDD’s Behnam Ben Taleblu. To turn the tide, Washington must apply greater military force, because the current ‘no war, no peace’ situation is untenable, explains FDD’s Hussain Abdul-Hussain. Iranian strikes have had a devastating economic impact and left Gulf states with no doubt that the regime in Iran poses the most serious threat to their security. This forces the Gulf States to choose between appeasement, containment, and confrontation. The latter would mean stepping up their own defense or even acquiring nuclear weapons. “A better option is to resolve the problem now by urging Trump to follow through on his latest warnings to Iran’s rulers,” advises Abdul-Hussain.
  • Treasury’s economic offensive: Washington has been tightening the economic screws, too. On Tuesday, Treasury unveiled a new round of sanctions against Iran’s shadow fleet network and sham maritime insurance (read: toll booth) scheme. These sanctions aim to reinforce economic pressure on Tehran and restore freedom of navigation. While this is a positive step, Treasury has yet to leverage the full economic toolkit at its disposal.
  • Seal the deal: With the U.S.-Iran memorandum of understanding effectively a dead letter, Washington should formally end it to fully remove the sanctions waiver that enabled Tehran to repatriate oil revenue, explain FDD’s Max Meizlish and Janatan Sayeh. While key components have been revoked, this step would give Washington greater latitude to rebuild leverage by officially reimposing maximum pressure. Treasury should propose Section 311 action under the USA PATRIOT Act to designate international transfers involving Hong Kong or UAE shell companies tied to Iranian shadow banking as a class of transactions of primary money laundering concern, add Meizlish and Sayeh.
  • Munitions shortage: To ensure U.S. forces have the means to maintain military pressure on the regime in Iran, policymakers must replenish America’s dwindling munitions stockpile, which has been depleted by years of insufficient defense budgets. “The United States must prioritize speed and scale, aiming for production and delivery of the largest quantity of low-cost munitions as quickly as possible,” explain FDD’s Brad Bowman and RADM (Ret.) Mark Montgomery. The Pentagon has begun doing so, reaching multi-year framework agreements with private industry to mass-produce tens of thousands of low-cost missiles. But all of this means nothing if Congress does not act.
  • Fund the fight: Lawmakers must take action to rebuild America’s arsenal by appropriating the necessary funding without delay, urge Bowman and Montgomery. The most important policy challenge here is striking the right munitions-cost ratio that combines smaller quantities of sophisticated, expensive munitions with larger quantities of affordable ones. “It’s no exaggeration to say such a calculation will play a major role in determining how many of our fighters return home from the next war,” the pair warn.
The USS Chung-Hoon in the Taiwan Strait

The USS Chung-Hoon (DDG 93) in the Taiwan Strait alongside the Halifax-class frigate HMCS Montreal (FFG 336), Jun. 3, 2023. (U.S. Navy Photo by Petty Officer 1st Class Andre Richard)

2. Taiwan announced it will carry out new drills to prepare for a possible Chinese blockade and strengthen domestic communications resilience as China increases maritime pressure around the island nation. At the same time, Taipei is also bolstering its ability to outlast Chinese threats on the communications and energy security fronts.

  • Preparing for siege and squeeze: Taiwan will integrate counter-blockade and quarantine drills into its annual defense exercises, which begin next week. This will couple resilience efforts with counter-invasion drills and allow Taipei to practice for the most likely scenario facing the island: a Chinese maritime blockade. By calling it a quarantine and more subtly interrupting Taiwan’s seaborne trade, Beijing can complicate U.S. decision-making. “This is the kind of coercion that flies under the threshold of war, but could still bring Taiwan to its knees,” explains FDD’s Craig Singleton.
  • Beijing’s maritime aggression: The drills will follow two months of rising Chinese maritime coercion, during which the Chinese coast guard has increased patrols in Taiwan’s eastern waters. This marks a notable shift from China’s typical maritime concentration on the Taiwan Strait and the island’s western approaches, notes FDD’s Jack Burnham. However, the transition aligns with the Chinese military’s goal to be able to prevent Taiwan’s partners from reaching the island in a crisis. The increased presence, combined with possible mapping of undersea cables connecting Taiwan to Japan and the Philippines, aligns with Beijing’s efforts to divide the countries.
  • Securing communications: Taiwan is simultaneously looking to strengthen its domestic communications resilience, passing a bill just last week to make it easier for foreign firms, like satellite internet providers, to enter its telecommunications sector. If fully implemented, the bill will help bolster resilience against Chinese intrusions into Taiwan’s communications networks, notes Burnham. The move follows a series of Chinese cable-cutting incidents targeting Taiwan’s outlying territories, as well as expansive Chinese cyberattacks against the island’s networks. “The United States and Taiwan should use their broader trade relationship and respective telecommunications sectors to enhance the island’s strategic resilience,” advises Burnham.
  • Powering through coercion: These efforts are just a couple of the ways Taipei is preparing to hold off a Chinese blockade. The most important, however, is securing the island’s energy supply. An FDD tabletop exercise last May simulating a hypothetical Chinese energy quarantine of Taiwan showed the island running out of liquefied natural gas (LNG) within 11 days in a blockade. Singleton concluded, “Taiwan urgently needed to diversify both its energy suppliers and the means by which those supplies reach the island before a crisis.” Weaknesses in this area amplify Taiwan’s exposure to maritime coercion, supply-chain disruptions, and cyber intrusions.
  • Cooperation enhances resilience: Washington should work with Taipei and other regional partners to practice escort and convoy operations, establish maritime corridors, and shield critical infrastructure from cyber intrusions, notes Burnham. To help, Congress should advance Sens. Pete Ricketts (R-NE) and Chris Coons’s (D-DE) Taiwan Energy Security and Anti-Embargo Act (S. 2722 / H.R. 7873). Introduced following the Senators’ participation in the FDD tabletop, this bipartisan legislation would harden Taiwan against energy coercion by directing the United States to prioritize LNG exports to Taiwan and deepening bilateral energy technology cooperation.
President Trump and Kim Jong Un shake hands

President Trump and Chairman of the Workers’ Party of Korea Kim Jong Un shake hands, June 30, 2019. (Official White House Photo by Shealah Craighead)

3. North Korea recently launched nuclear-capable missiles from a soon-to-be commissioned destroyer as it builds up its nuclear-armed navy.

  • Rapid buildout: The missile launch came two weeks after Pyongyang commissioned its largest domestically produced surface warship, the Choe Hyon destroyer. Both developments are just the latest in a buildup of North Korea’s navy, which Supreme Leader Kim Jong Un declared has entered a “new era” after “over 70 years” of stagnation.
  • A new level of lethality: The Choe Hyon marks a sharp break from North Korea’s past, obsolete naval vessels, fielding modern combat systems that make it a serious conventional and nuclear threat to U.S. forces and regional partners. If the buildup continues, it could erode allied naval dominance and complicate U.S. nuclear deterrence, explain FDD’s Logan Rolleigh and Ryan Brobst. That, in turn, could embolden the Kim regime to act more aggressively, raising the risk of conflict on the Korean Peninsula. The challenges will only deepen if Pyongyang clears its remaining hurdles: integrating modern technology into command-and-control suites, improving sailor training, expanding shipbuilding capacity, and adopting modern naval combat tactics.
  • Response urgent: To counter the growing threat, Washington must deepen trilateral cooperation with Seoul and Tokyo through regular military exercises, while maintaining a robust force posture in South Korea, recommend Rolleigh and Brobst. At the same time, Congress should “require the Department of Defense to publish a previously congressionally mandated report – a requirement that expired in 2017 – on North Korean military capabilities that includes the regime’s growing security cooperation with Russia and China,” they add. Lawmakers should also mandate reports on whether U.S. military capabilities and war plans on the peninsula account for growing North Korean capabilities.
🏛️ At the White House
President Trump meets with President Zelenskyy at the White House

President Donald Trump meets with Ukrainian President Volodymyr Zelenskyy at the White House in Washington, D.C., Jul. 28, 2026. (@WhiteHouse via X)

1. President Trump met with Ukrainian President Volodymyr Zelenskyy at the White House on Tuesday shortly before the Senate advanced a bill to impose harsher sanctions on Russia and the top countries fueling its war.

  • Meeting in Washington: In town for the late Senator Lindsey Graham’s funeral, Zelenskyy asked Trump for an emergency package of 300 Patriot air defense interceptors by this winter to help thwart Russian attacks on Ukrainian energy infrastructure. Zelenskyy reported that Trump promised he would try to help but also made clear it is difficult because of the need for interceptors in the war with Iran. He also added that Trump envoys Jared Kushner and Steve Witkoff will likely take their first visit to Ukraine in the next two weeks, allowing them to see the situation there firsthand and discuss ideas for relaunching peace talks.
  • Oil funds Moscow’s war machine: Russia’s ability to fund its war machine depends heavily on continued energy export revenue, the backbone of Moscow’s federal budget. Despite the G7 price cap and other restrictions on Russian oil and gas sales, loopholes and evasion tactics have allowed significant revenue to continue flowing to Moscow and sustain its war on Ukraine. To bring Russia to the negotiating table and end the war, Washington must target its oil revenues and increase the pressure on the countries funding its war machine.
  • How we can do it: Congress must enact the Lindsey O. Graham Sanctioning Russia and Iran Act of 2026 (S. 5025), which would help hold Russia accountable for its invasion of Ukraine and bring the Kremlin to the negotiating table. The bill mandates sanctions against Russian government officials, financial institutions, and entities connected to Russia’s defense and energy sectors. It also prohibits U.S. investments and energy exports to Russia while giving the President authority to impose tariffs on the five largest importers of Russian crude oil or natural gas. The Senate voted 86–12 to advance this critical legislation earlier this week.
  • Read More: We laid out the Myths vs. Facts of the Lindsey O. Graham Sanctioning Russia and Iran Act on FDD Action’s website here.
Secretary of State Marco Rubio meets with Saudi Foreign Minister Faisal Bin Farhan

Secretary of State Marco Rubio meets with Kingdom of Saudi Arabia Foreign Minister Faisal Bin Farhan in Manama, Bahrain, Jun. 25, 2026. (Official State Department Photo by Freddie Everett)

2. President Trump clarified certain terms and conditions of last week’s multi-billion-dollar U.S.-Saudi nuclear deal, casting doubts on its future. Nonetheless, serious questions remain for Congress to consider regarding the broader impact the deal could have on regional nonproliferation.

  • Mixed signals on enrichment: The proposed U.S.-Saudi 123 agreement aims to give U.S. companies a central role in developing Saudi Arabia’s nuclear infrastructure while strengthening bilateral ties and keeping foreign adversaries out. When President Trump announced the deal was approved, he added it would be “totally subject” to Saudi Arabia joining the Abraham Accords and that “there will be no enrichment of material!” This cast doubts on the deal’s plans to explore the construction of a U.S.-built, U.S.-controlled uranium enrichment plant in Saudi Arabia, if a joint U.S.-Saudi study determined it would be warranted. While this threw some cold water on the news, the deal is expected to be submitted to Congress for review, and there are serious concerns it must consider.
  • Risks on two fronts: Beyond the back-and-forth, there are two main concerns Congress should consider. First, the United States will reportedly not require Saudi Arabia to adopt the Additional Protocol, an enhanced inspection arrangement. This would limit both inspectors’ access to any secret facilities, as well as their ability to detect weapons-related activities, warns FDD’s Andrea Stricker. Second, providing Riyadh with access to enrichment technology, even under strict controls, could trigger a regional arms race by spurring similar demands from countries like Turkey and Egypt or leading them to seek the technology elsewhere.
  • Learn from Iran’s lesson: Washington should safeguard its successes in eliminating Iran’s enrichment capacity by preserving the “gold standard” of 123 agreements, which prohibits enrichment and reprocessing. Stricker explains, “President Trump should maintain longstanding U.S. policy against proliferating nuclear fuel-making capabilities by keeping enrichment technology away from Saudi soil.” Instead, Washington can offer nuclear technology and reactors to Riyadh while requiring that enrichment occur on U.S. soil, with fuel then shipped to the kingdom. Otherwise, Stricker warns this agreement not only complicates U.S. efforts to have Tehran forgo uranium enrichment and reprocessing, but it could also provoke the UAE to revisit its own 123 agreement. Congress’s role: Under the Atomic Energy Act of 1954, the U.S.-Saudi 123 agreement must undergo a 90-day congressional review, during which lawmakers could attempt to block it via a joint resolution of disapproval. “If the accord advances, Congress should use its 90-day review to block it on nonproliferation grounds,” Stricker concludes.
🔍 What’s Moving on the Hill

✔︎ Advanced in the Senate: Lindsey O. Graham Sanctioning Russia and Iran Act of 2026 (S. 5025) – Introduced by Sens. Darline Graham (R-SC) and Richard Blumenthal (D-CT), this bipartisan legislation leverages targeted tariffs to pressure the top countries helping Russia fund its war chest. The bill would authorize up to 100% tariffs on the top five importers of Russian crude oil or natural gas, as well as the top five facilitators of Russia’s sanctions evasion. At the same time, it would mandate sanctions on Russian individuals, entities, and businesses connected to Russia’s defense, energy, and financial sectors. It also targets Russia’s partner, Iran, by preventing the expiration of the Iran Sanctions Act of 1996, which restricts funding for Iran’s energy and weapons sectors and has enjoyed bipartisan support for decades. Check out FDD Action’s Myths vs. Facts overview of the bill here.

  • 🎙️ Quotable: “Since the beginning of Russia’s full-scale invasion of Ukraine, Putin and his cronies have refused to negotiate in good faith or back away from their unrealistic, maximalist, and often baffling demands. That is why the United States must ramp up the pressure on Russia to end its genocidal campaign in Ukraine and stall its war machine,” says FDD Action’s Associate Director of Government Relations Daniel Vaynshteyn. “Few understood this reality better than Senator Lindsey Graham, who tirelessly fought to make the Sanctioning Russia Act into law. Now, his colleagues must take up the mantle to drain Russia’s coffers and make its allies reconsider their support. FDD Action urges all members of Congress to support the legislation and to pass it swiftly.”
📣 Winning Messages
💡 Here’s an Idea
The table at high-level U.S.-China trade negotiations in Geneva

The table at high-level U.S.-China trade negotiations, hosted at the residence of the Swiss Ambassador to the United Nations, Geneva, Switzerland, May 11, 2025.

Employ positive tools of economic statecraft.

U.S. economic statecraft increasingly leans on punitive measures like sanctions, tariffs, and export controls. But these are only half of America’s arsenal. The United States has comparatively neglected positive tools that open markets for U.S. businesses, integrate allies into trusted economic networks, and offer partners a credible alternative to authoritarian coercion and debt diplomacy. For years, China has filled that gap, financing ports, power grids, and railways across Asia, Africa, and Latin America through opaque deals that lock countries into debt and dependency. Many governments would have preferred a higher-standard partner but took what was available. The damage has been profound.

In a recent article, FDD’s Elaine Dezenski and Daniel Swift lay out guardrails for Washington to steer the use of more effective positive economic tools without lapsing into needless subsidies, diluted impact, or compromised values:

  • Make it conditional. A new presidential initiative could condition countries’ eligibility on upholding shared market rules – rather than shared geography – such as IP protection, sound investment screening, and beneficial-ownership transparency.
  • Make it private-capital driven. US capital markets and the private sector operate at a scale that can finance lasting economic relationships instead of debt dependencies. Pooling deals into securitized packages that attract mainstream U.S. institutional capital has proven viable and repeatable.
  • Make it focused. Positive economic statecraft should be carefully directed to a small set of clearly defined objectives, such as diversifying critical supply chains or reinforcing alignment with trusted partners. That discipline means resisting the temptation to spread thin across every partner and project.
  • Make it accountable. Every instrument of positive economic statecraft should face rigorous evaluation, with results made publicly accessible to Congress, citizens, and partner countries. Transparency provides investors with clear information to price risk, and is what separates America’s approach from China’s lop-sided, opaque deals.
📆 Coming Down the Pike

Today, July 31

President Trump will hold a Cabinet meeting at the Camp David presidential retreat in Maryland, the first one to be held there in his second term. Among other Cabinet members, Secretary of State Marco Rubio will attend the meeting.

Under Secretary of State for Arms Control and International Security Thomas DiNanno will travel to Malaysia and Singapore through August 7.

Tuesday, August 4

The SENATE JUDICIARY Subcommittee on Crime and Counterterrorism will hold a hearing, Your Data, Their Profit: The Consumer Cost of AI Surveillance Pricing. Witnesses have not yet been announced.

The SENATE SELECT COMMITTEE ON INTELLIGENCE will hold a closed hearing to examine certain intelligence matters.

The next round of U.S.-brokered talks between Israel and Lebanon will begin in Rome, Italy. Technical teams from each side will meet through Thursday to focus on advancing the implementation of the Trilateral Framework deal signed last month.

Wednesday, August 5

Taiwan’s annual Han Kuang defense drills begin, running until August 14 with participation from across the armed forces, coast guard, and private-sector participants across the island. FDD’s Jack Burnham analyzes why Taiwan has added counter-blockade and quarantine exercises this year. Read his brief here.

The SENATE JUDICIARY Subcommittee on Federal Courts, Oversight, Agency Action, and Federal Rights will hold a hearing, Hidden in Plain Sight: Confronting the Muslim Brotherhood Network in America. Witnesses have not yet been announced.

The SENATE SELECT COMMITTEE ON INTELLIGENCE will hold a closed business meeting to consider certain intelligence matters, immediately followed by a closed briefing on certain intelligence matters.

The SENATE FOREIGN RELATIONS COMMITTEE will hold a closed briefing to hear an update on the war in Sudan.

The SENATE FOREIGN RELATIONS COMMITTEE will hold a nominations hearing. Nominations have not yet been announced.

The SENATE COMMERCE, SCIENCE, AND TRANSPORTATION COMMITTEE will hold a hearing to mark up several pieces of legislation related to AI safety.

Thursday, August 6

The SENATE FOREIGN RELATIONS COMMITTEE will hold a hearing, Protecting Americans from Global Scam Operations: Assessing the U.S. Response. Members will hear from a panel of public witnesses.

🖇️ Reporting to Congress

A few key reports related to foreign policy and national security are due to Congress next week. We can only list a portion of them here, but feel free to reach out for more information on other key reports due to Congress.

Here are three top reports to track:

Assessment of Cybersecurity Vulnerabilities of Connected Vehicles Briefing: The Secretary of Defense must provide a briefing to the congressional defense committees on the cybersecurity vulnerabilities of connected vehicles and the threats such vulnerabilities pose. The briefing will address classes of vulnerabilities tied to adversary technical surveillance and a framework for assessing risk and proposed mitigations. It will also cover an assessment of relevant intelligence on adversary exploitation and DOD centers capable of addressing these risks. Per SASC Report Accompanying S. 2296 – NDAA for FY 2026. August 1
Integrated Sensing Roadmap for Unidentified Anomalous Phenomena (AUP) Briefing: The Director of the All-Domain Anomaly Resolution Office must provide a briefing to the Senate Armed Services Committee on an integrated sensing roadmap for UAP. The roadmap will address sensing needs and gaps across the space, maritime surface, and maritime subsurface domains, an assessment of available sensors, and the resources needed to close identified gaps. Per SASC Report Accompanying S. 2296 – NDAA for FY 2026. August 1
Reporting Technology Transition Performance Briefing: The Secretary of Defense must provide a briefing to the House Armed Services Committee on the implementation of the Bridging Operational Objectives and Support for Transition program. The briefing will address the program’s progress in aligning emerging technology with critical capabilities, along with any additional authorities needed. Per HASC Report Accompanying H.R. 3838 – NDAA for FY 2026. August 1
🍿 On a Lighter Note…
Movie theater in Chicago, Illinois, 1941

Movie theater in Chicago, Illinois, Apr. 1941. (Library of Congress Photo by Russell Lee)

🎬 Summer at the box office: Hollywood is having one of its biggest summers in years, with a handful of blockbusters shattering records and proving audiences will still choose a theater over Netflix for the right story.

  • New releases: Catch the long-awaited Toy Story 5, still riding the year’s biggest opening weekend after grossing $160 million two weeks ago. With a modern twist on the classic story, see how Woody, Jessie, and Buzz Lightyear handle electronics, a new threat to playtime. And today, another fan favorite returns to theaters: Spider-Man: Brand New Day, Tom Holland’s fourth movie in the superhero series. Our Spidey senses tell us this one is going to be a hit.
  • A millennia-old story: Christopher Nolan’s The Odyssey was released two weeks ago, and it has made history as the first film ever shot entirely on IMAX film cameras. The cast is also stacked with Hollywood’s best, doing justice to the epic poem’s foundational place in Western literature.
  • Bad news for D.C. fans: There are only 25 U.S. theaters that can show you the full Odyssey movie as it was shot on 70mm film. That means if you want to watch the movie as Nolan intended, “You’ll have to go on your own odyssey,” Washingtonian explained, three hours away to Pennsylvania’s Regal King of Prussia theater. But, for those willing to make some cinematic sacrifices, Washington and Virginia host perfectly fine IMAX theaters of their own. Check out your options here.
  • For the history buffs: Young Washington, an Angel Studios indie biopic tracing George Washington’s early years leading up to the French and Indian War, hit theaters on July 3, just in time for America’s 250th independence celebration. After its successful opening weekend, Angel Studios announced it is working on a sequel, 1776, chronicling Washington’s experience during the American Revolution.

Here’s what’s coming up: More blockbuster hits are expected before the end of the year. This includes additions to fan-favorite franchises with Avengers: Doomsday and Dune: Part Three, both set to be released on December 18. Double-feature anyone?

🔆 FDD Action Spotlight
📘 Keeping Up w/ FDD

👋 Thanks for sticking with us! Until next week.

P.S. If you liked this and don’t want to wait another week for more, check out FDD Action’s X account for endorsement updates and timely analysis on breaking national security news.

Issues:

Arab Politics China Defense Export Controls Gulf States Iran Military and Political Power North Korea Russia Trade and Economics Ukraine