Iran threatened to resume "full-scale offensive operations" after the United States launched a seventh consecutive night of airstrikes overnight into Friday, according to France 24.

Iran renewed attacks on Gulf states after the latest US wave, Reuters reported.

What is new

Tehran's warning marks a shift from responding to specific sites toward a threat of open-ended retaliation. Iran said it would move to "full-scale offensive operations" if the US attacks continued, per France 24.

In parallel, Iran resumed strikes on Gulf states, Reuters reported. This extends the confrontation beyond a bilateral US-Iran exchange to include third countries in the region.

The state before this update

As reported earlier, US strikes had run for seven straight nights and had begun reaching civilian infrastructure inside Iran. Tehran had already warned it would escalate if the campaign did not stop.

Why it matters

The fighting is concentrated around the Strait of Hormuz, the shipping chokepoint at the mouth of the Persian Gulf that carries a large share of the world's seaborne crude oil. A widening of attacks to Gulf states raises the risk to energy exports, shipping and civilian sites across multiple countries.

The move from military to civilian targets, combined with strikes on Gulf states, broadens the potential for casualties and for other regional powers to be drawn in.

Interpretation

Hypothesis: Tehran's "full-scale" language and renewed Gulf attacks are intended to raise the cost of the US campaign and force a halt, rather than to open a sustained multi-front war. Supporting this: the threat is conditioned explicitly on the attacks continuing, per France 24, which reads as a demand to stop. Against this: Iran has already resumed strikes on Gulf states, per Reuters, action that does not wait for negotiations.

Open questions: the source material does not specify which Gulf states were struck, the targets hit, casualty figures, or the US and Gulf response. Those remain unconfirmed.

What to watch next

  • Whether Iran's "full-scale" threat translates into sustained, large-scale operations or remains a bargaining position.
  • Which Gulf states are targeted and whether they respond militarily or through their alliances.
  • Any disruption to shipping and oil flows through the Strait of Hormuz, and the effect on global energy prices.
  • Whether Washington signals a pause, an intensification, or a diplomatic off-ramp.