The U.S. and Israel have developed specific plans for renewed strikes against Iran following the American midterm elections, targeting Iran’s energy infrastructure, nuclear facilities, and missile and drone arsenal. U.S. and Israeli militaries are conducting exercises to prepare for a “short, intense operation,” while U.S. diplomats are leveraging the threat of military action in negotiations with Iran over its nuclear program and control of the Strait of Hormuz. The plans, according to U.S. officials and others briefed on the deliberations, come despite skepticism that a renewed conflict would be more successful than previous engagements between February and April, which drove up energy prices and strained Pentagon resources.
Defense Secretary Pete Hegseth met with Israeli Prime Minister Benjamin Netanyahu in October to discuss the potential strikes. Some officials believe a further round of attacks could cripple Iran’s economy and compel diplomatic concessions, though Iran has vowed to retaliate by expanding targets beyond regional commercial and energy infrastructure to include data centers and underwater internet cables. Iran has stated any fighting will be neither quick nor limited.
The U.S. is assembling a substantial arsenal expected to be in place by early November. However, President Trump has repeatedly vetoed plans for a return to major combat operations, including in 2026. The upcoming Israeli election on October 27 adds another layer of complexity, as a loss for Netanyahu could lead to a change in leadership and potentially delay or halt any planned attacks. Iranian negotiators have so far resisted concessions on its nuclear program, deferring the issue to later in talks.
Our reading is that the U.S. and Israel are actively preparing for military action against Iran despite acknowledging past failures and facing internal political obstacles. The stated leveraging of military threats in diplomatic negotiations suggests a willingness to escalate tensions, even if the ultimate goal is a negotiated outcome. The timing, immediately following the U.S. midterm elections and coinciding with the Israeli election, indicates a calculated risk assessment, balancing potential benefits against significant political and economic uncertainties.
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