U.S.
Intelligence Shows Iran Retains Substantial Missile Capabilities
Secret
new assessments say Iran has operational access to 30 of its 33 missile sites
along the Strait of Hormuz, suggesting that its military remains far stronger
than President Trump has asserted.
Adam
Entous Maggie
Haberman Jonathan Swan
By Adam
Entous Maggie
Haberman and Jonathan Swan
Adam
Entous, who covers national security issues, reported from Washington and
Brussels. Maggie Haberman and Jonathan Swan, who cover the White House,
reported from Washington.
https://www.nytimes.com/2026/05/12/us/politics/iran-missiles-us-intelligence.html
May 12,
2026
The Trump
administration’s public portrayal of a shattered Iranian military is sharply at
odds with what U.S. intelligence agencies are telling policymakers behind
closed doors, according to classified assessments from early this month that
show Iran has regained access to most of its missile sites, launchers and
underground facilities.
Most
alarming to some senior officials is evidence that Iran has restored
operational access to 30 of the 33 missile sites it maintains along the Strait
of Hormuz, which could threaten American warships and oil tankers transiting
the narrow waterway.
People
with knowledge of the assessments said they show — to varying degrees,
depending on the level of damage incurred at the different sites — that the
Iranians can use mobile launchers that are inside the sites to move missiles to
other locations. In some cases they can launch missiles directly from
launchpads that are part of the facilities. Only three of the missile sites
along the strait remain totally inaccessible, according to the assessments.
Iran
still fields about 70 percent of its mobile launchers across the country and
has retained roughly 70 percent of its prewar missile stockpile, according to
the assessments. That stockpile encompasses both ballistic missiles, which can
target other nations in the region, and a smaller supply of cruise missiles,
which can be used against shorter-range targets on land or at sea.
Military
intelligence agencies have also reported, based on information from multiple
collection streams including satellite imagery and other surveillance
technologies, that Iran has regained access to roughly 90 percent of its
underground missile storage and launch facilities nationwide, which are now
assessed to be “partially or fully operational,” the people with knowledge of
the assessments said.
The
findings undercut months of public assurances from President Trump and Defense
Secretary Pete Hegseth, who have told Americans that the Iranian military was
“decimated” and “no longer” a threat.
On March
9, 10 days into the war, Mr. Trump told CBS News that Iran’s “missiles are down
to a scatter” and the country had “nothing left in a military sense.” Mr.
Hegseth declared at a Pentagon news conference on April 8 that Operation Epic
Fury — the joint U.S.-Israel campaign launched on Feb. 28 — had “decimated
Iran’s military and rendered it combat-ineffective for years to come.”
The
intelligence describing Iran’s remaining military capacity is dated less than a
month after that news conference.
Asked
about the intelligence assessments, a White House spokeswoman, Olivia Wales,
repeated Mr. Trump’s previous assertions that Iran’s military had been
“crushed.” She said that Iran’s government knows that its “current reality is
not sustainable” and that anyone who “thinks Iran has reconstituted its
military is either delusional or a mouthpiece” for Iran’s Islamic Revolutionary
Guards Corps.
Ms. Wales
pointed to a social media post from Mr. Trump on Tuesday declaring that it was
“virtual treason” to suggest that Iran’s military was doing well.
Joel
Valdez, the acting Pentagon press secretary, responded to questions about the
intelligence by criticizing news coverage of the war. “It is so disgraceful
that The New York Times and others are acting as public relations agents for
the Iranian regime in order to paint Operation Epic Fury as anything other than
a historic accomplishment,” he said in a statement.
The new
intelligence assessments suggest that Mr. Trump and his military advisers
overestimated the damage that the U.S. military could inflict on Iranian
missile sites, and underestimated Iran’s resilience and ability to bounce back.
The New York Times reported last month that U.S. officials believed that Iran
could regain as much as 70 percent of its prewar missile arsenal. The
Washington Post reported last week on U.S. intelligence showing that Iran
retained about 75 percent of its mobile missile launchers and about 70 percent
of its prewar missile stockpile.
The
findings underscore the dilemma Mr. Trump would face if the fragile month-old
cease-fire in the conflict collapses and full-scale fighting resumes. The U.S.
military has already depleted its stocks of many critical munitions, including
Tomahawk cruise missiles, Patriot interceptor missiles, and Precision Strike
and ATACMS ground-based missiles, and yet the intelligence suggests that Iran
retains considerable military capability, including around the vital Strait of
Hormuz.
The
passageway carries roughly a fifth of the world’s daily oil consumption, and
the U.S. Navy now maintains a near-continuous presence transiting and
patrolling it. The U.S. military’s Central Command said in a social media post
on Sunday that more than 20 American warships were enforcing the blockade
against Iran.
If Mr.
Trump ordered commanders to launch more strikes to take out or diminish those
Iranian capabilities, then the U.S. military would have to dig even deeper into
stocks of critical munitions. Doing so would further undercut U.S. stockpiles
at a time when the Pentagon and the major arms makers are already struggling to
find the industrial capacity to replenish American reserves.
Mr. Trump
and his advisers have repeatedly denied that U.S. munitions stocks have been
drained to dangerously low levels. In private, Pentagon officials have offered
similar assurances to anxious European allies. Those allies have purchased
billions of dollars of munitions from the United States on behalf of Ukraine,
and they are concerned that those munitions will not be delivered because the
U.S. military will need them to replenish its own stocks — a worry that would
only intensify if the president orders a return to hostilities with Iran.
In
testimony on Tuesday to a House appropriations subcommittee, Gen. Dan Caine,
the chairman of the Joint Chiefs of Staff, said, “We have sufficient munitions
for what we’re tasked to do right now.”
The joint
assault on Iran by the United States and Israel inflicted considerable damage
on Iran’s defenses and damaged or destroyed many strategic sites around the
country. Many of Iran’s senior leaders have been killed, and its economy is
staggering under the pressures of the war, leaving questions about how long it
can sustain its hard line on a negotiated end to the conflict and the halt on
nearly all oil tanker traffic and other shipping through the Strait of Hormuz.
But
Iran’s apparent ability to retain substantial military capacity has exacerbated
concerns among U.S. allies about the wisdom of the war and generated criticism
among Mr. Trump’s anti-interventionist supporters who opposed getting into the
conflict in the first place.
The
intelligence assessments on Iran’s capabilities point to the consequences of a
tactical choice made by U.S. military commanders.
When
American forces struck Iran’s hardened missile facilities, the Pentagon, faced
with limited stocks of bunker-busting munitions, opted to try to seal off many
of the entrances rather than trying to destroy the entire sites with all of the
missiles inside, officials said, with mixed results.
Some
bunker busters were dropped on Iran’s underground facilities, but officials
said military planners faced a difficult choice and needed to be cautious in
using them because they needed to preserve a certain number for U.S.
operational plans for potential wars in Asia with North Korea and China.
As The
New York Times previously reported, the United States expended roughly 1,100
long-range stealth cruise missiles in the war — close to the total supply that
remains in the American stockpile. The military also fired more than 1,000
Tomahawk missiles, roughly 10 times the number the Pentagon procures in a year.
And it used more than 1,300 Patriot interceptor missiles during the war, which
accounts for more than two years of production at 2025 rates.
Replenishing
those stockpiles will take years, not months. Lockheed Martin currently
produces around 650 Patriot interceptors a year. The company has announced
plans to ramp up production of the crucial air defense weapon to 2,000 a year.
But doing so will not be easy. And the industry’s ability to produce rocket
motors cannot be scaled up as quickly as Mr. Trump has demanded, officials
said.
Sean
Parnell, the chief Pentagon spokesman, said the military has everything it
needs to carry out its mission. “We have executed multiple successful
operations across combatant commands while ensuring the U.S. military possesses
a deep arsenal of capabilities to protect our people and our interests,” he
said in a statement to The Times.
Adam
Entous is a Washington-based investigative reporter focused on national
security and intelligence matters.
Maggie
Haberman is a White House correspondent for The Times, reporting on President
Trump.
Jonathan
Swan is a White House reporter for The Times, covering the administration of
Donald J. Trump. Contact him securely on Signal: @jonathan.941


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