President Trump returned from China on Friday with a war‑ready cabinet ready to decide if the United States should resume strikes on Iran. His aides drafted plans that could involve deeper bombing runs at Iranian military sites or deploying Special Operations forces to the Isfahan nuclear complex. The decision carries huge geopolitical and economic ripple effects for global oil markets.

The U.S. military has positioned more than 50,000 troops, two aircraft carriers, and a dozen destroyers near the Strait of Hormuz, ready to reactivate Operation Epic Fury if ordered. Pentagon officials note that airstrikes took out missile launch sites, but Iran has restored access to 30 of its 33 facilities, raising the stakes for new campaign.

Iranian officials have warned that they are prepared for a return to hostilities and that any U.S. aggression will provoke a robust response. Meanwhile, U.S. lawmakers are debating the cost and legality of a renewed campaign, with some arguing that the cease‑fire in the last month was a strategic pause rather than a permanent resolution.

If President Trump opts for a military reset, investors in energy and defense sectors will feel pressure. Oil prices could climb as shipping through the Hormuz tightens, while defense contractors stand to benefit from increased procurement. A decision now will set the tone for U.S. engagement in the Middle East and shape global supply chains.