The convergence of US military pressure, Russian naval involvement, and unresolved nuclear talks raises the risk of a broader Middle‑East conflict, threatening global energy markets and geopolitical stability.
The United States has intensified its presence in the Persian Gulf, deploying carriers, warships, and aircraft in a bid to pressure Tehran over its nuclear ambitions. President Trump’s repeated threats to bomb Iran, coupled with diplomatic deadlock, have amplified market anxiety, driving crude prices upward. Analysts note that the timing of the buildup—targeted for completion by mid‑March—coincides with a critical window for diplomatic overtures, yet the lack of a concrete US‑Iran agreement keeps the region on edge.
Russia’s decision to send a corvette to join Iran’s naval exercises signals a strategic pivot toward Tehran, challenging US dominance in the Gulf. By participating in the Gulf of Oman drills, Moscow not only demonstrates solidarity with Iran but also tests the limits of US naval freedom of navigation. This move reflects broader Russian ambitions to reassert influence in the Middle East, leveraging energy partnerships and military cooperation to counterbalance Western pressure. The presence of Russian warships adds a new layer of complexity to an already volatile security environment.
For businesses and investors, the escalating rhetoric translates into tangible risk. Energy firms face potential disruptions to a key shipping lane, while airlines and logistics providers must reassess route security. European governments, exemplified by Poland’s evacuation advisory, are preparing contingency plans for citizens and assets. Market participants are advised to monitor diplomatic signals closely, hedge exposure to oil price volatility, and consider scenario‑based planning for possible escalation that could reverberate across global supply chains.
By Agency Staff
Dubai — Russia warned against an “unprecedented escalation of tension” around Iran on Thursday and urged restraint amid a US military build‑up in the region that a senior American official said should be complete by mid‑March.
US threats to bomb Iran, with the two sides far apart in talks on Tehran’s nuclear programme, have pushed up oil prices, and a Russian corvette on Thursday joined planned Iranian naval drills in the Gulf of Oman, a vital sea route for global energy.
Iranian and US negotiators met on Tuesday, and Iranian foreign minister Abbas Araqchi said they had agreed on “guiding principles”, but White House press secretary Karoline Leavitt said on Wednesday the two sides remained apart on some issues.
Iran was to make a written proposal on how to address US concerns, the senior American official said.
US President Donald Trump has repeatedly threatened to bomb Iran unless they can come to a deal and has sent aircraft carriers, warships and jets to the region, raising the prospect of another attack on the Islamic Republic.
The US and Israel bombed Iran’s nuclear facilities and some military sites last June. US secretary of state Marco Rubio will meet Israeli Prime Minister Benjamin Netanyahu to discuss Iran on February 28, the senior US official said.
Washington suspects Iran of seeking a nuclear bomb and wants it to entirely give up uranium enrichment, a process used to create fuel for atomic power plants but that can also provide material for a warhead.
It also wants Iran to give up long‑range ballistic missiles, stop supporting groups around the Middle East and stop using force to quell internal protests.
Iran denies seeking a nuclear bomb, saying its atomic programme is entirely peaceful, and says it refuses to discuss issues beyond the atomic file, calling efforts to limit its missile arsenal a red line.
Satellite pictures have tracked both Iranian work to repair and fortify sites since last summer, showing work at both nuclear and missile sites, as well as preparations at US bases across the Middle East over the past month.
Iran’s joint exercise with Russia came days into an extended series of Iranian naval drills in the Gulf of Oman, with Iranian state television showing special forces units deployed on helicopters and ships.
In a sign of growing concern over the increased tensions, Poland on Thursday became the latest European country to urge its citizens to leave Iran, with Prime Minister Donald Tusk saying Poles may only have hours to evacuate.
Trump began threatening strikes on Iran again in January as Iranian authorities crushed widespread protests with deadly violence that left thousands dead across the country.
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