As the US midterm elections approach, Iran is pursuing a strategy of cautious escalation, aiming to impose costs on Washington without triggering a full-scale war. Tehran is simultaneously engaging in regional diplomacy to manage the Strait of Hormuz crisis.
President Donald Trump has predicted a swift end to the conflict after the November 7 vote, stating the war "is going to end immediately after the election because they can't hold out any longer" . However, rising oil prices, with Brent crude jumping over $100 per barrel, threaten Republican electoral prospects .
Iran's actions appear calibrated. "Iran still appears to see escalation primarily as a controlled instrument of coercive bargaining, rather than as an end in itself," said expert Mohammad Ghaedi . Tehran wants to demonstrate it can threaten US forces and disrupt maritime traffic while keeping the confrontation below a threshold that would trigger a much larger American response . Senior advisers to Trump are reportedly urging him to limit escalation before the midterms, fearing political repercussions .
Amid the conflict, Iran is pursuing regional talks. Iran’s Foreign Ministry announced a meeting with Gulf states and Iraq in Oman on Monday to discuss the Strait of Hormuz, aiming to "promote better understanding among the countries of the region and help strengthen shared regional security" . The strait, through which one-fifth of world oil supplies flows, has been disrupted by Tehran since the US-Israeli strikes began in February . Last month, Iran and Oman agreed on a shipping route, mine clearing, and short-term management of the waterway .
While Trump predicts a quick end to the war, Iran's preferred outcome is a return to the Islamabad truce, which requires an Israeli withdrawal from Lebanon — a step Tehran sees as unlikely before Israel's elections on October 27 . Meanwhile, Israeli Prime Minister Benjamin Netanyahu praised the US blockade on Iran, calling it "economic pressure brought to bear against the world’s greatest source of instability" .