Diplomats reported that the IAEA’s 35-nation Board of Governors has voted to refer Iran to the UN Security Council, marking the first such referral in two decades. This decision follows a prior resolution that found Iran in "non-compliance" with non-proliferation obligations, though the Security Council is expected to have limited capacity for enforcement due to the veto power of Russia and China.

While Iranian officials have previously threatened retaliation, their official mission to the IAEA attributed the resolution solely to US and Israeli aggression, characterizing US objectives as "delusional.

Rabobank analyst Michael Every reported escalating tensions in the Gulf following the U.S. military’s targeting of five Iranian oil tankers and the imposition of new aviation sanctions. The analysis noted that regional security dynamics are shifting as Qatar and the UAE seek alternatives to U.

S. protection, while oil prices have surged with Shanghai crude reportedly reaching record highs above $100.

Tehran claims its forces attacked ten ships near the Strait of Hormuz in retaliation for alleged US strikes on five Iranian tankers, although US Central Command reported that all attempted attacks failed. These incidents, which occurred amid a six-month war characterized by Iranian efforts to restrict waterway access and US enforcement of a port blockade, have driven global oil prices above $100 per barrel.

Iranian media reports indicate the deployment of new precision missiles toward US warships in the Persian Gulf, while Israeli officials have raised alert levels for potential attacks during the Yom Kippur holiday. Although Israeli forces claim to have secured operational control of the Ali Al-Taher Hills in southern Lebanon, they have not provided evidence of this and have continued striking the area, which contradicts their stated position.

Hezbollah has reportedly conducted occasional drone operations against Israeli military assets in the region.