Israel is coordinating with the US as escalating tensions in the Strait of Hormuz have put the Iran ceasefire at risk, according to an Israeli source cited by CNN; The coordination includes preparation for a potential new round of strikes on Iran

  • The coordination includes preparation for a potential new round of strikes on Iran, the source said, which would focus on energy infrastructure and the targeted killing of senior Iranian officials.
  • Most of these plans were largely prepared and ready for execution on the eve of the ceasefire in early-April.
  • “The intention would be to carry out a short campaign aimed at pressuring Iran into further concessions in negotiations,” the source told CNN.
  • But any decision to resume hostilities ultimately rests with US President Donald Trump, the source emphasized.
  • Trump has grown frustrated at the deadlock in negotiations and the inability to open the Strait of Hormuz, but he has also signaled that he does not want to resume a full-scale conflict with Iran.
  • Israel has been skeptical from the outset about the prospects of negotiations between Iran and the United States, an Israeli official told CNN, but Monday’s renewed Iranian missile fire toward the Gulf accelerated preparations potential escalation in hostilities.
  • Over the past week, Israeli Prime Minister Benjamin Netanyahu has been holding consultations in limited, tightly-controlled security forums, according to an Israeli source familiar with the matter.
Context

The escalation of tensions in the Strait of Hormuz highlights a potential shift toward a more aggressive U.S.-Israeli strategy against Iran. This situation could impact oil and gold prices significantly, as any military action targeting Iran's energy infrastructure would raise concerns about supply disruptions in the region, suggesting traders should be vigilant around energy and commodity markets.

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