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IRAN- US STANDOFF

Iran Threatens Retaliation Against Gulf Energy if U.S. Strikes; Trump Holds Fire

Iran delivers ultimatum through Gulf states: any U.S. strike will trigger attacks on energy infrastructure. Despite recent Hormuz strikes and Kuwait base attack, U.S. avoids response as Saudi Crown Prince urges diplomacy.

President Trump

Iran has delivered a sharp warning to the Trump administration through regional intermediaries that any U.S. military strikes against Iranian infrastructure will trigger Iranian retaliation against energy facilities across the Persian Gulf, according to reporting from Kikar HaShabbat. The threat appears to be succeeding: despite multiple recent attacks on Hormuz Strait shipping and a U.S. base in Kuwait, the Trump administration has refrained from striking Iranian targets while pursuing a new diplomatic agreement on Strait of Hormuz access.

According to Kikar HaShabbat's reporting, Iranian Foreign Minister Abbas Araghchi conveyed the warning directly during a series of high-level talks with regional counterparts in Saudi Arabia, Qatar, and Turkey. The warning was simultaneously paradoxical and calculated: Iran threatened the very states it is currently negotiating with, signaling that regional energy infrastructure—including Saudi and Qatari facilities—could face Iranian strikes if the U.S. escalates militarily.

The message from Araghchi was clear, according to regional diplomats cited by Kikar HaShabbat: "We are prepared to respond, but finding a diplomatic solution is the best way to prevent widespread escalation and destruction across the region." Iran is leveraging regional fears of broader conflict to apply indirect pressure on Washington.

A senior Persian Gulf source confirmed to Kikar HaShabbat the severity of Iran's warning. According to the source: "The Iranian warning was unequivocal: if America targets Iranian infrastructure, they will respond by striking energy facilities in the Gulf and other regional targets." The threatened targets include electrical grids, water facilities, oil fields, and transportation routes throughout the Gulf.

Despite the ultimatum, recent attacks have tested U.S. resolve. According to Kikar HaShabbat, the U.S. experienced a series of strikes against Hormuz Strait shipping in recent days, in addition to an attack on an American military base in Kuwait. Notably, the Trump administration has not retaliated, marking a significant restraint from the administration that conducted major strikes against Iranian targets in early 2026.

The shift appears tied to Saudi pressure. According to Kikar HaShabbat's reporting, Saudi Crown Prince Mohammed bin Salman spoke directly with President Trump and pressed him to suspend military action and pursue a diplomatic track instead. That pressure has coincided with U.S. abstention from striking Iranian targets.

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An Iranian official statement to Kikar HaShabbat made the retaliatory threat explicit: "The enemy continues to threaten Iranian infrastructure. If Iran sustains damage, it will cause far greater damage in return." The statement did not differentiate between direct damage to Iranian territory and escalation via Hormuz or regional targets.

The dynamic represents a shift from the early 2026 pattern, when the Trump administration and Israel conducted coordinated strikes against Iranian leadership, killing Supreme Leader Ali Khamenei, security chief Ali Larijani, and other senior officials. At that time, Iran's coercive capacity was limited by ongoing military losses and leadership decapitation.

The current restraint is occurring against the backdrop of active negotiations over the Strait of Hormuz. The U.S., Iran, and Oman are approaching an interim accord that would grant Iran effective control over incoming Strait traffic in exchange for a temporary ceasefire. Iran's escalating threats appear designed to accelerate U.S. acceptance of terms favorable to Tehran.

The pattern suggests Iran has successfully shifted the negotiating equation: where once the Trump administration threatened military escalation, it now appears constrained by regional concerns and Iranian threats of economic disruption through energy infrastructure targeting. The absence of U.S. response to the Hormuz and Kuwait attacks indicates the threat is having its intended effect.

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