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Israel has conducted its first-ever military strike in the Caspian Sea, targeting a strategic naval outpost used for arms transfers. The operation aimed to disrupt a critical supply line utilized by Russia and Iran to transport ammunition and Shahed drones. This escalation follows reports that Russia is providing Iran with satellite imagery and drone technology to target U.S. assets in the Gulf. By expanding its operational reach to the Caspian region, Israel is challenging a logistics corridor previously viewed as a safe haven for Russo-Iranian cooperation. Analysts suggest that direct strikes on Russian-linked supply chains significantly heighten the risk of a broader geopolitical confrontation. Consequently, these developments are expected to drive up safe-haven demand for gold and increase volatility in energy markets.
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