Trump, Netanyahu Signal More Iran Strikes, Nuclear Sites Still in Play
Severity: WARNING
Detected: 2026-05-10T16:18:45.422Z
Summary
Around 15:20–16:01 UTC, U.S. President Trump and Israeli PM Netanyahu both stated that the war against Iran is not over, that only about 70% of identified targets have been hit, and that further strikes, including against enriched uranium sites and proxies, may occur over the next two weeks. These coordinated public messages point to continued or renewed large-scale operations against Iran, sustaining elevated regional and global market risk.
Details
Between 15:20 and 16:01 UTC on 10 May 2026, multiple public statements from U.S. President Donald Trump and Israeli Prime Minister Benjamin Netanyahu clarified that the current campaign against Iran is ongoing and may escalate further.
Trump, in an interview cited at 15:18–16:01 UTC (Reports 1, 20, 21, 25), explicitly rejected the notion that military operations in Iran have ended. He stated that U.S. forces have hit "maybe 70%" of planned targets and that the campaign could continue for "about two more weeks" of strikes, with the option to "hit every single target." He further issued a direct threat concerning Iran’s enriched uranium, reportedly buried under rubble, saying the U.S. is surveilling it via Space Force assets and would "blow them up" if anyone approaches the material.
In parallel, at 16:00:42 UTC (Report 40), Netanyahu said that the war with Iran "is not over" because enriched uranium remains inside Iran, enrichment sites still operate, and Iran’s proxies and ballistic missile programs persist. He emphasized that while much of Iran’s capability has been degraded, "there is work to be done," indicating intent to continue or resume strikes until those goals are met.
These statements come in the context of ongoing U.S.–Israeli operations against Iranian targets and proxies, and follow earlier alerts that the Iran war was active with further strikes possible. The new information is Trump’s quantification that only ~70% of targets have been hit and his explicit time frame of potentially two additional weeks of operations, combined with explicit threats against nuclear-related sites. Netanyahu’s remarks reinforce that Israel’s war aims include neutralizing enriched uranium stockpiles, enrichment infrastructure, and regional proxy networks.
Militarily, this signals that planning and targeting cycles for additional waves of air and missile strikes are likely well advanced. U.S. Space Force and ISR assets are clearly being tasked against suspected nuclear-related facilities and movements. Iran and its proxies (Hezbollah, Iraqi and Yemeni groups) may respond with asymmetric or missile/drone attacks on U.S. and Israeli interests, Gulf infrastructure, or shipping, especially given existing tensions in regional waters.
For markets, the messaging sustains a high geopolitical risk premium in energy. Brent and WTI crude could see renewed buying on expectations of further supply disruption risk in the Gulf, especially if Iran threatens or interferes with traffic near the Strait of Hormuz. LNG flows from Qatar and neighboring producers remain exposed to any escalation at sea. Gold and other safe-haven assets (USD, CHF, JPY) are likely to benefit from nuclear-related threats and the prospect of expanded regional conflict. U.S. and Israeli defense sector equities may gain on expectations of extended operations, while EM debt and FX in the Middle East could come under pressure as investors re-price war duration and escalation odds.
Over the next 24–48 hours, watch for: (1) operational indicators of new U.S. or Israeli strike waves (air activity, missile launches, confirmed hits in Iran or proxy territories), (2) Iranian rhetorical or kinetic responses, especially any threat to close or disrupt Hormuz, (3) coalition or Gulf state reactions, including changes in naval postures or emergency OPEC+ consultations if prices spike, and (4) further U.S. messaging that might clarify rules of engagement against nuclear sites. Any confirmed attack on nuclear-related infrastructure or Hormuz shipping would elevate this situation to a higher-alert tier.
MARKET IMPACT ASSESSMENT: Heightened risk of renewed or expanded strikes on Iran supports higher crude and LNG risk premia, particularly Brent and Middle East oil benchmarks. Gold and other safe havens may catch a bid on nuclear and regional war rhetoric. Regional FX and EM credit with Iran/Gulf exposure could see increased volatility; U.S. defense equities likely benefit from expectations of sustained operations.
Sources
- OSINT