Iran reveals "offensive doctrine" amid US alert; oil prices jump on supply threats

Iran's military has declared a shift to an "offensive military doctrine," moving away from its traditional defensive stance, according to statements made in August and September 2026 by army spokespersons and other officials. This new approach includes the possibility of faster responses and pre-emptive actions, with potential targets extending to regional energy and communications infrastructure if Iran comes under attack. The change in strategy is reportedly a response to ongoing tensions and perceived repeated aggressions against the nation.

This more assertive posture has triggered concerns, with a US alert issued and explicit Iranian threats made against Gulf facilities and the critical Strait of Hormuz, a key global oil transit route. Iran warned that any country participating in or supporting US economic warfare against it would be considered an enemy, threatening to halt oil exports from the Persian Gulf.

Consequently, fears of global oil supply disruptions have driven crude prices upwards, with Brent crude climbing above $108 a barrel in September 2026 following attacks on Saudi Arabian energy infrastructure and vessels in the Persian Gulf. This surge reflected market apprehension over the escalating tensions and the potential for a wider conflict in the region.