Analysis

A renewed Iran war is only a matter of time, Israeli experts warn

As Netanyahu and Trump threaten Tehran, analysts say that an escalation is inevitable without a diplomatic settlement, possibly even before imminent Israeli and US elections

A giant anti-Israel and anti-Netanyahu billboard is displayed at Enghelab Square in Tehran as tensions between Iran and the United States and Israel continue, on October 12, 2026, in Tehran, Iran. The billboard depicts Prime Minister Benjamin Netanyahu addressing an empty hall and carries Persian messages reading, 'More isolated with each passing day' and 'Al-Aqsa Flood is a definite defeat for the Zionist regime.' (Fatemeh Bahrami/Anadolu via Getty Images, JTA)
A giant anti-Israel and anti-Netanyahu billboard is displayed at Enghelab Square in Tehran as tensions between Iran and the United States and Israel continue, on October 12, 2026, in Tehran, Iran. The billboard depicts Prime Minister Benjamin Netanyahu addressing an empty hall and carries Persian messages reading, 'More isolated with each passing day' and 'Al-Aqsa Flood is a definite defeat for the Zionist regime.' (Fatemeh Bahrami/Anadolu via Getty Images, JTA)

JTA — As Tehran and Washington continue to trade threats over the unresolved Middle East war, US President Donald Trump and Prime Minister Benjamin Netanyahu are issuing stark public warnings to Tehran that could bring the simmering conflict to a boil.

Trump endorsed Netanyahu for prime minister on Sunday, explaining that his leadership was critical to any renewed Iran campaign.

A third US aircraft carrier is expected to arrive in the Middle East soon, amid signs that Washington is preparing for a possible resumption of hostilities, even though Israel’s October 27 election and the American midterms on November 3 are looming.

In multiple interviews, including with the pro-government Channel 14, Netanyahu stressed that “if Iran makes a mistake and tries to attack us, it will simply make the mistake of its life.” But he added that “it’s not convenient for us” for war to resume weeks before a national election in a country with no absentee voting.

Trump, for his part, told reporters in Atlanta last week: “Wait til you see what we do to Iran.”

Israeli experts have warned that renewed conflict is only a matter of time as an uneasy standoff has continued, with Iran disrupting shipping through the Strait of Hormuz from where 20 percent of the world’s oil flows. At the same time, the US is maintaining its economic pressure on Tehran.

Oil prices have risen 46% to $104 per barrel since the February 28 attacks, pushing gasoline prices up 46% to $4.36 per gallon. That increase could give Trump another incentive for a strike, which would renew the war that was paused in April.

A gull flies overhead as a boy stands with his bicycle on a beach overlooking commercial vessels anchored in the Strait of Hormuz off Bandar Abbas, Iran, September 7, 2026. (AP Photo/Vahid Salemi)

“Without a diplomatic settlement, the chances of escalation are very high,” Danny Citrinowicz, a senior researcher at the Institute for National Security Studies, told JTA.

Trump has been unable to achieve a diplomatic agreement. Both Tehran and Washington claim they won the two-month war earlier this year. In practice, however, the Islamic regime is still in power with the capacity to recoup its nuclear and ballistic missile losses and continues to exert some control in the strait. All of which makes it difficult for Israel and the US to show that they won.

“Trump cannot declare victory now, but he also cannot leave without doing something,” said Citrinowicz, who was also the former head of the Iran branch in the IDF Military Intelligence Directorate’s Research and Analysis Division. “On the other hand, the Iranians cannot allow the naval blockade to continue, so they will keep attacking tankers.”

Avner Vilan, a former senior Israeli security official and an expert on Iran, said: “Trump has said he won’t attack before the midterm elections, and I think he has good reasons to hold off.”

He stressed, however, that the risk of escalation certainly exists. “We’re in a situation where both sides continue to exert pressure on each other, without any lasting agreement in place,” he said. “Everyone is on edge, and all it would take is one significant incident to send things spiraling out of control.”

Left-to-right: Prime Minister Benjamin Netanyahu at a special government meeting in Nof Hagalil, June 11, 2026. (Haim Zach/GPO); A woman holds up an Iranian flag in front of a banner showing a portrait of Supreme Leader Ayatollah Mojtaba Khamenei, in Tehran, June 4, 2026. (AP Photo/Vahid Salemi); US President Donald Trump attends the UFC Freedom 250 on the South Lawn of the White House, June 14, 2026. (AP/Alex Brandon)

Gil Murciano, CEO of Mitvim, the Israeli Institute for Regional Foreign Policies, said the unpopularity of the war with Iran among the American public makes a US-initiated escalation before the midterm elections less likely. A Pew Research Center poll released last week found that 64% of Americans disapprove of how Trump is handling US military action against Iran.

A poll conducted by the Institute for National Security Studies last month found that Israelis are divided over whether the country should launch a preemptive strike on Iran, with opponents slightly outnumbering supporters.

The New York Times reported that officials in the Trump administration had discussed a short, intense campaign lasting about three days, focused on Iran’s missile and drone arsenal, potentially alongside strikes on energy infrastructure and Islamic Revolutionary Guard Corps headquarters.

The Atlantic reported that the White House has asked the Pentagon to develop strike options against Iranian targets that could be carried out ahead of the midterm elections.

“A three-day campaign that would, for example, include a strike on Pickaxe Mount would allow Trump to say that he had obliterated Iran’s nuclear project, won the war and was ending the conflict,” Citrinowicz said. “That is one option. Another is to strike Iranian infrastructure facilities.” He cautioned, however, that even a planned three-day campaign could lead to a much broader and more prolonged escalation.

Israel Military Intelligence representative in Washington Danny Citrinowicz at the US Air Force Base in Pensacola, Florida in 2018. (Courtesy)

Mitvim’s Murciano said the main factor that could lead the US and Israel to launch another military campaign is the concern that “Iran could rebuild its capacity to produce surface-to-surface missiles and restore its drone capabilities in a way that would allow it to attack Israel and other countries in the region, as well as strengthen its ability to disrupt shipping in the Strait of Hormuz.”

He added that another key concern for Israel and the US is the possibility of Iran making a breakthrough toward developing a nuclear weapon.

Vilan, the former Israeli security official, stressed that Israel’s interests do not fully align with those of the US. “For Israel, a nuclear-armed Iran would pose a paramount strategic threat, and Iran must not be allowed to acquire nuclear weapons,” he said.

“For Trump, preventing Iran from obtaining a nuclear weapon is an important goal, but he also wants to end the war, reopen the Strait of Hormuz and bring down energy prices,” he added. “Another military campaign could actually take him further away from those objectives.”

Trump and other administration officials have said publicly they believe Iran is at a point of weakness. “Trump may think that Iran is so weak that just one more push will make it collapse. I think that is a mistake,” Citrinowicz said.

The analysts believe an escalation is more likely after the midterm elections.

Murciano noted that if Trump loses the midterm elections and loses his ability to shape domestic policy without control of Congress, he may shift his focus toward cementing his foreign policy legacy.

Vilan cautioned that while some of the political constraints on Trump may ease after the midterm elections, that does not necessarily make another military campaign against Iran worthwhile.

“If the goal is to force Iran into a nuclear deal, it needs to be explained why another round of strikes would achieve what previous strikes have not,” he said. “It is hard to see how additional military force would change Iran’s position. If the goal is to bring down the regime, it is equally unclear how another round of strikes would bring that about — and, in particular, whether it could be achieved in the next two years, before a new president takes office in the White House,” he said.

Iranian President Masoud Pezeshkian delivers a speech during the leaders’ summit of the 17th meeting of the Conference of the Parties (COP 17) to the Convention on Biological Diversity (CBD), in the Armenian capital of Yerevan on October 16, 2026. (AFP)

Iran could also initiate an escalation itself if it believes that Israel or the US is preparing to attack, said Citrinowicz.

“It does not want to be caught by surprise for a third time… But the Iranians still prefer a gradual escalation over a broad and immediate one,” he said.

Vilan added that “the Iranian regime is facing a dilemma. On the one hand, the economic pressure on it is immense, and time is not necessarily on its side. On the other hand, it knows that an all-out war could threaten its survival.”

Another factor that could come into play is the Houthis, Iran-backed rebels in Yemen who have seized significant territory along the Red Sea coast in recent weeks and disrupted shipping through the Bab el-Mandeb Strait, adding to pressure on the global economy.

“The Houthis are a very important factor in the regional conflict, and their recent gains illustrate the limits of American military superiority,” Vilan said.

Their impact on the prospects of another campaign against Iran could cut both ways, he added. “As the campaign in Yemen becomes more complicated, the Americans have less incentive to open another front. On the other hand, a major escalation by the Houthis could draw the US into a broader military engagement, potentially bringing an escalation with Iran closer.”

Meanwhile, diplomatic contacts between the US and Iran continue through intermediaries. The New York Times reported that the White House believes progress has been made in the talks.

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