Two U.S. KC-135 aerial refueling tankers have departed from Bezmer Air Base in Bulgaria, a month after their deployment that had raised concerns in Iran. These aircraft, which extend the range of military operations, were viewed by Tehran as an indicator of U.S. readiness for extended operations in the Middle East. This development comes amid ongoing hostilities between the United States, Israel, and Iran since February 2026. Market participants are now pricing in a reduced likelihood of Iran implementing a full airspace closure by August 31. The withdrawal of these tankers could alter perceptions of immediate military threats in the region.
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