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Energy Markets · Geopolitical Risk · Iran Conflict · Oil Prices
President Donald Trump declared the "war with Iran" is "nearing completion," issuing an ultimatum for Iran to reopen the Strait of Hormuz by Tuesday, threatening "sweeping strikes" on its energy infrastructure, including electric-generating plants, if a deal is not made.
Trump stated the U.S. will "hit them extremely hard over the next two to three weeks" and "bring them back to the Stone Ages." The U.S. has already expanded targets, striking a major Iranian bridge, signaling mixed-use infrastructure is now firmly on the table. Military analysts, including RP Newman, a retired Marine ground combat veteran, and Behnam Taleblu, a senior fellow at the Foundation for Defense of Democracies, anticipate escalating options, from intensified attacks on missile and drone networks to broader infrastructure strikes.
Critics like Trita Parsi of the Quincy Institute question Trump's exit strategy. U.S. intelligence assessments, cited by CNN, indicate Iran retains roughly half its missile launchers and thousands of drones.
The objective is to "degrade and defang the regime of its long-range strike capabilities."
