The secretary of Iran's Supreme National Security Council threatens to target the interests of Gulf states that join Washington's sanctions push, as the six-month Iran-U.S. confrontation shifts from the battlefield toward economic pressure
Mohsen Rezaei, secretary of
Iran's Supreme National Security Council, issued a warning in a broadcast
interview Saturday. Any country that joins a new United States campaign to
isolate the Iranian economy, he said, would be treated as an enemy and have its
interests targeted. The remarks are Rezaei's own statement on state television,
not a formal council decision. But they mark an attempt by Tehran to extend its
six-month confrontation with Washington and Israel into a fight over sanctions
compliance, and to pressure Gulf states that host American forces and trade
heavily with Iran.
A New Ultimatum From Tehran's Security Chief
In an interview broadcast
Saturday, August 22, on Iran's state broadcaster IRIB, Rezaei said Tehran would
regard any country that takes part in Washington's economic restrictions on
Iran as hostile, unless it distanced itself from the United States. He put the
threat in stark terms. According to Rezaei's remarks as reported by the
Azerbaijani state news agency APA,
he warned that if neighboring states join the U.S. sanctions campaign, “not a
single drop of oil will be shipped from the Persian Gulf and the Strait of
Hormuz.” Iran would then “view other routes of oil export from the region as
its target,” he said. Iran's semi-official Fars News Agency subsequently
carried a similar formulation of the warning in a video statement attributed to
Rezaei, in which he said Iran would strike the interests of any neighboring
country that joined a U.S. economic war, and would target both the Strait of
Hormuz and other regional oil-export routes if that happened. The two accounts
are consistent with each other and with the general warning about Iranian “oil
and commercial interests” that first drew international coverage of the
interview.
Rezaei was named SNSC secretary
on August 9–10, replacing Mohammad Baqer Zolqadr. The appointment was
independently reported by Reuters, via multiple republishing outlets, the
Associated Press and the Iran-focused outlet IranWire.
In the interview, as reported by multiple outlets, he described a phased
approach: negotiation with neighbors, an effort to persuade them to distance
themselves from Washington, and, absent compliance, unspecified retaliatory
action. He also said discussions with Oman over managing the Strait of Hormuz
were continuing. One further reported detail could not be confirmed against a
primary transcript for this article: his comment, cited by some outlets, that
transit fees would be imposed on shipping.
The Iranian foreign ministry
separately denounced the incoming U.S. measures as an assertion of what it
called “extraterritorial sovereignty.” Foreign Minister Abbas Araghchi
dismissed the new sanctions push as a distraction from what he described as
America's own fiscal troubles. (Al
Jazeera; CNBC)
The key facts break down as
follows:
●
Verified fact: Rezaei made the
statement. It was broadcast on state television and independently reported by
Reuters, AFP, the Associated Press, Al Jazeera, CNBC and other outlets citing
the IRIB broadcast.
●
Official position: Iran regards
participation in U.S. economic restrictions as an act of enmity, and has now
specified the Hormuz oil-export threat in similar language across two separate
outlets.
●
Reported claim, not confirmed
against a primary transcript for this article: the precise scope of any
retaliatory action against “oil and economic companies” that Rezaei described,
which multiple outlets quote him as raising but not detailing further.
دبیر شورای عالی امنیت ملی: اگر کشورهای اطراف ایران در جنگ اقتصادی با آمریکاییها همراهی کنند منافعشان را میزنیم.
— خبرگزاری فارس (@FarsNews_Agency) August 22, 2026
اگر این کشورها با آمریکاییها همراهی کنند یک قطره نفت از خلیج فارس و تنگۀ هرمز بیرون نخواهد رفت و مسیرهای دیگر صادرات نفت از خلیح فارس را هم هدف قرار میدهیم. https://t.co/qMSQigH7u5 pic.twitter.com/WIKCfqN58S
Six Months of War, and a New Front
The threat lands roughly six
months into the confrontation that has consumed the region since the United
States and Israel launched joint airstrikes on Iran on February 28, 2026.
Multiple independently reporting outlets, including Reuters wire copy republished
by Oman
Observer and Business
Standard, report that the operation killed Iran's longtime supreme leader
Ali Khamenei. His son Mojtaba
Khamenei was subsequently confirmed as his successor and is now issuing
decrees in that capacity. Washington and Israel described their goal as
preventing Iran from acquiring a nuclear weapon and degrading its missile and
drone programs. Iran responded with strikes on Israel, U.S. bases and Gulf
infrastructure, and by asserting control over the Strait
of Hormuz, sharply curtailing tanker traffic through the waterway for
extended periods since.
A series of ceasefires have
repeatedly broken down. An early-April truce tied to a temporary reopening of
Hormuz unraveled within weeks in disputes over shipping routes, and fighting
resumed in July, according to contemporaneous wire reporting. A June 17
memorandum of understanding between Washington and Tehran set a 60-day
negotiating window that expired in mid-August without a comprehensive deal.
Iran and Oman have nonetheless reported progress toward a narrower arrangement
on a new shipping corridor through the strait. Iran continues to insist that
any full reopening depends on four conditions: the United States lifting its
naval blockade, withdrawing military assets from the region, unfreezing Iranian
funds, and compensating Tehran for war damage. Washington has not accepted
these conditions.
The war has been economically
punishing for Iran. CBS News reported that a World Bank assessment projected
Iran's real GDP would contract 6.4 percent in 2026, amid collapsed tourism,
weaker consumption and disrupted supply chains, with inflation forecast at 17.5
percent. Those figures are attributed to the World Bank via that reporting;
this article has not confirmed them against the original report. (CBS
News) China remains Iran's largest oil customer by a wide margin. U.S.
officials, including Treasury Secretary Bessent, have put China's share of
Iran's oil exports at roughly 80–90 percent, according to NPR's reporting of
his remarks. (NPR)
دبیر شورایعالی امنیت ملی: حماقت ترامپ دنیا را به سمت دستیابی به بمب اتم سوق داده
— خبرگزاری فارس (@FarsNews_Agency) August 22, 2026
حماقت ترامپ با حمله به ایران اشتیاق مردم جهان به بمب اتم را بیشتر کرد زیرا همۀ دنیا دیدند عضویت در سازمان انرژی اتمی و NPT برای جلوگیری از حمله آمریکا اثری ندارد. https://t.co/SXWJ9e75Me
Why Tehran Is Talking Tough Now
Rezaei's warning followed a
week of escalating rhetoric from Washington. On August 19, President Donald
Trump wrote on Truth Social that the United States would launch what he called
the “most crushing economic operation ever taken against any country,” vowing
severe penalties on any nation whose banks, businesses, airports or officials
provide Iran a financial “lifeline.” Treasury Secretary Scott
Bessent followed with a promise of the “toughest sanctions in history,”
telling other governments, in his words, that they were “either with us or
against us.”
Sources: CNBC, August 19, 2026; NBC News, August 21, 2026
Separately, Iran International
reported that Rezaei has also threatened “earthquake-like” retaliation against
further Trump administration action, and called for changes to Iran's
diplomatic approach, citing what he described as repeated U.S. breaches of
prior commitments. (Iran
International) Some social-media material in circulation attributes
additional, more specific remarks to Rezaei and to an unidentified “Major
General Raeisi.” This article could not independently verify those quotes or
confirm the existence of an Iranian military officer by that name, and has not
incorporated them.
Three levels of explanation are
worth separating here. Established cause: the immediate trigger for Rezaei's
warning was the new U.S. sanctions push, announced days earlier and due to be
detailed further by Bessent. Likely contributing factor: the expiration of the
60-day U.S.–Iran negotiating window in mid-August without a deal, which removed
a diplomatic off-ramp and left both sides searching for leverage. Analytical
inference: by publicly threatening neighbors rather than only Washington,
Tehran may be trying to fracture what has so far been a loosely coordinated
Gulf and Chinese posture toward the sanctions campaign, rather than face it as
a unified front.
دبیر شورایعالی امنیت ملی: پیمان دفاعی پاکستان، ترکیه و عربستان نشاندهندۀ این است که آمریکا به آنها گفته میخواهد از منطقه برود
— خبرگزاری فارس (@FarsNews_Agency) August 22, 2026
این دوستان ما گفتهاند بیایید پیمان را تایید کنید، خُب ما وقتی نمیدانیم چه چیزی را امضا کردهاید چرا آن را تایید کنیم؟ https://t.co/uvZXZdmDMb pic.twitter.com/BPqDYbzThy
The Cast of an Escalating Standoff
Iran's Supreme National Security Council
Mohsen
Rezaei, a 71-year-old former Revolutionary Guard commander and one-time
presidential candidate, became secretary of the Supreme
National Security Council on August 9–10, replacing Mohammad Baqer Zolqadr.
Analysts describe the appointment as part of a broader hardening of Iran's
security leadership following the wartime deaths of several senior officials.
His stated objective, as conveyed in the interview, is to avoid expanding the
war while deterring neighbors from economic cooperation with Washington.
Analysts see his repeated invocation of Hormuz control as Iran's clearest
remaining source of leverage, though that is an outside interpretation, not a claim
Rezaei made explicitly.
The Trump administration
President Trump and Treasury
Secretary Bessent frame economic pressure as a tool to finish what military
strikes have not: forcing Iranian capitulation without a full resumption of
large-scale combat. Bessent has said that a large-scale military restart is
unlikely if the maximum economic pressure campaign proceeds, suggesting
Washington sees sanctions partly as an alternative to further strikes rather
than only a complement to them. The administration's stated aim, per its own
officials, is a comprehensive collapse of the current Iranian leadership's
financial position. Its declared constraint is the domestic political cost of
high fuel prices ahead of November's midterm elections.
China
China, which purchases the
large majority of Iran's oil exports, has rejected Washington's request to join
the sanctions push. Foreign ministry spokesman Lin Jian said sanctions and
pressure would not help resolve the issue, and called instead for a diplomatic
and political solution. (Bloomberg)
Beijing's position is complicated by President Xi Jinping's planned state visit
to the United States in September. CNN's reporting says that visit is a factor
making Washington reluctant, for now, to sanction the major Chinese banks that
finance the oil trade. (CNN)
Gulf states, the UAE and Oman
The threat is aimed squarely at
Iran's neighbors, several of which host American forces or have already been
drawn into the conflict. The United Arab
Emirates, historically one of Iran's largest trading partners, suspended
all trade, commercial exchange and financial transactions with Tehran on August
18–19. That followed a report from its air defenses of intercepted ballistic
missiles fired toward the Emirates, which Iran denied launching. The UAE's
foreign ministry said the step reflected regional escalation that undermined
peace and security, not a response to the sanctions campaign specifically. Even
so, it shows how quickly Gulf economic ties with Iran can be severed. (Gulf
News)
Oman remains Iran's principal
interlocutor on the Strait of Hormuz itself. The two sides report a near-final
arrangement on shipping coordinates, even as a full reopening stays tied to
broader U.S.–Iran negotiations. Media reports cited by Euronews and Yahoo News
have suggested that Saudi Arabia, the UAE, Kuwait and Bahrain have all struck
targets inside Iran in retaliation for attacks on the Gulf during the war. That
claim is unconfirmed and disputed; the governments involved have mostly denied
it. It nonetheless underscores the regional stakes if Rezaei's threat against
“neighbors” were to be acted upon. (Euronews)
دبیر شورایعالی امنیت ملی: تصمیم رهبر انقلاب برای آمدن فرماندهان باتجربه معنایش این است که تجارب یکسال گذشته حتما در نبرد آینده استفاده میشود و جنگ آینده متفاوتتر از جنگ ۴۰ روزه خواهد بود. https://t.co/LhjEbLVQxV pic.twitter.com/SGc4ZQsT1B
— خبرگزاری فارس (@FarsNews_Agency) August 22, 2026
What the Threat Actually Signals
Rezaei's statement is best read
as a continuation of existing Iranian policy, since Tehran has warned of
consequences for sanctions-compliant states before, rather than as a wholly new
strategic departure. What is new is the explicit linkage to a named, imminent
U.S. sanctions package, and the direct targeting of “neighbors,” a category
that includes states Iran has already struck or accused of hosting American
operations during the war. In that sense, the warning functions less as a
declaration of a new front than as an attempt to shape the behavior of Gulf
governments before Washington's sanctions details, expected the following
Monday from Bessent, are finalized.
It also reflects a broader
shift in the war's center of gravity. Active combat between Iran and the
U.S.-Israeli coalition has largely paused since early August. Both sides are
now contesting the conflict primarily through economic and diplomatic means: sanctions,
blockade enforcement and control of Hormuz shipping routes, rather than kinetic
strikes.
سرلشکر رضایی: همۀ جهان فهمیدهاند ترامپ خالیبند است
— خبرگزاری فارس (@FarsNews_Agency) August 22, 2026
ترامپ میخواهد بازی جدیدی بهنام جنگ اقتصادی راه بیندازد که حسابش را خواهیم رسید. https://t.co/zK9z8SaQet pic.twitter.com/iQK4bwz34c
Risks, Costs and Openings
The dispute carries
implications on three different timelines:
●
Immediate: Gulf governments face a
narrowing set of choices between compliance with U.S. sanctions demands and
exposure to Iranian retaliation, at a moment when several have already suffered
missile and drone attacks during the war.
●
Medium-term: further disruption to
Hormuz shipping would keep upward pressure on global energy prices. The International
Energy Agency puts normal flows through the strait at roughly a quarter of
the world's seaborne oil trade and about 19–20 percent of global LNG trade
(separate figures, not a single combined share). Rising fuel prices are a
politically sensitive issue for the Trump administration itself.
●
Long-term: a durable rupture
between Iran and Gulf trading partners such as the UAE would accelerate the
reorientation of Iranian trade toward China, deepening Tehran's economic
dependence on Beijing.
Key risk: miscalculation around
the strait. Iran has previously laid mines, boarded vessels and fired on
shipping there, raising the possibility that a move against a neighbor's tanker
or infrastructure could draw in U.S. or allied naval forces, even absent a
formal decision to restart large-scale combat. Potential opportunity: the
continuing Iran–Oman technical talks on shipping routes, described by both
sides as nearing completion, offer one of the only functioning channels through
which de-escalation could proceed independent of the broader sanctions dispute.
روایت دبیر شورایعالی امنیت ملی از پیشنهاد جدید نتانیاهو به ترامپ
— خبرگزاری فارس (@FarsNews_Agency) August 22, 2026
«نتانیاهو به ترامپ گفته ایران را ۶ ماه محاصرۀ اقتصادی کن من به تو قول میدهم ایران تسلیم میشود. ترامپ گفته در این مورد اشتباه میکنی. نتانیاهو گفته ۲-۳ ماه این موضوع را امتحان کن و اگر کارساز بود آن را ادامه بده» https://t.co/SXWJ9e75Me pic.twitter.com/9tctLdOme8
Three Paths From Here
Most likely scenario
Washington proceeds with
expanded sanctions in the coming days, targeting shipping, banking and
shell-company networks that Trump has said must stop. It stops short, for now,
of directly sanctioning major Chinese banks ahead of the September Xi visit. Iran
continues its threatening rhetoric and further squeezes Hormuz transit fees and
access, rather than launching direct strikes on Gulf states. The Iran–Oman
shipping arrangement proceeds on a limited, technical basis, without a full
reopening of the strait.
Alternative scenario
One or more Gulf states, under
U.S. pressure to curtail financial dealings with Iran, further restrict trade,
as the UAE has already done unilaterally. That prompts an Iranian retaliatory
step short of open attack, such as new restrictions on shipping tied to that
state's flag or ownership, testing the credibility of Rezaei's threat without
triggering a broader clash.
High-impact / worst-case scenario
Iran or Iran-aligned forces
strike tankers, port infrastructure or other economic targets linked to a Gulf
state perceived as cooperating with U.S. sanctions enforcement. That prompts a
Gulf or U.S.–Israeli military response and a renewed escalation of the kind
seen in March and April, with associated spikes in oil prices and further
disruption of Hormuz shipping. Warning indicators to watch include:
●
A breakdown in the Iran–Oman
shipping talks.
●
A sanctions announcement naming
specific Gulf entities.
●
A further UAE-style suspension of
ties by another Gulf state.
What Regional and Global Actors Should Consider
●
For Gulf governments: maintaining
open, low-profile channels with Tehran, even while complying with U.S.
sanctions requests, as Oman has done on the technical shipping talks, may
reduce the risk of being singled out as a target. Coordinating a joint Gulf
Cooperation Council position could reduce the incentive for Iran to pick off
individual states.
●
For Washington: broad rhetorical
threats against “any country” providing Iran a lifeline complicate rather than
simplify compliance for close allies with deep, decades-old commercial ties to
Iran. A narrower, more precisely targeted sanctions list may achieve more
durable cooperation from the UAE, Saudi Arabia and other partners than an
undifferentiated ultimatum.
●
For mediators, including Oman,
Qatar and Pakistan, all of whom have played roles in prior rounds of talks:
sustaining and, where possible, expanding the narrow technical channel on
Hormuz shipping represents one of the few concrete, incremental confidence-building
steps available, independent of progress on the broader sanctions and nuclear
disputes.
●
For international organizations
and shipping-safety bodies: continued monitoring and public reporting on Hormuz
transit volumes and incidents, of the kind currently provided by UKMTO and
commercial trackers, remains important for transparency, given the gap between
Iranian, U.S. and Omani public statements about the strait's actual status.
دبیر شورایعالی امنیت ملی: ما هر روز به اندازۀ تولیدمان آنطرف ناوهای آمریکا نفت میفروشیم https://t.co/Ggk0hdVFAQ pic.twitter.com/xQk1Kyd4rD
— خبرگزاری فارس (@FarsNews_Agency) August 22, 2026
Conclusion
Mohsen Rezaei's warning is
unlikely, on its own, to reopen full-scale combat in the Gulf. But it captures
where the six-month-old Iran war now stands: a conflict fought less with
missiles than with sanctions lists, shipping lanes and bank transfers. Tehran's
remaining leverage runs through the Strait of Hormuz and its neighbors'
willingness to keep trading with it. Whether that leverage translates into
action, rather than another round of rhetoric, will depend largely on decisions
still to be made in Washington, over how, and against whom, its new sanctions
are actually enforced.
دبیر شورایعالی امنیت ملی: ما فعلا فقط جریان نفت در تنگه هرمز را محدود کردهایم اما درصورت جنگ اقتصادی اجازه نمیدهیم نفتی از خلیجفارس حتی به روشهای دیگر خارج شود https://t.co/0B2fz8cQik pic.twitter.com/Sf4w2aE7WS
— خبرگزاری فارس (@FarsNews_Agency) August 22, 2026
Sources and References
●
Al Jazeera — "Iran warns nearby nations against
joining US 'economic war' efforts," Aug. 22, 2026
●
South China Morning Post — "Iran condemns US
plans to announce new sanctions," Aug. 22, 2026
●
Bloomberg — "China Says Trump's Economic Warfare
Won't Solve Iran Crisis," Aug. 20, 2026
●
CNBC — "Trump threatens 'Economic D-Day' for
Iran," Aug. 19, 2026
●
Al Jazeera — "Trump's 'economic D-Day' claims
first victim: Not Iran, but US markets," Aug. 21, 2026
●
CBS News live updates — "Iran declares it has won
the war as U.S. turns to economic warfare"
●
CNN live updates, Aug. 19, 2026 — UAE trade suspension
and regional developments
●
Al Jazeera — "Iran deliberates Hormuz arrangement
amid uncertain prospects with US," Aug. 8, 2026
●
IranWire — "Mohsen Rezaei Appointed Secretary of
Supreme National Security Council," Aug. 10, 2026
●
Business Standard — Reuters wire, same appointment
story, Aug. 10, 2026
●
Yahoo News — Reuters wire, same appointment story
(Khamenei succession context), Aug. 10, 2026
●
International Energy Agency — "Strait of
Hormuz" (oil and LNG transit shares, official data page)
●
Euronews — "UAE halts all trade and financial
dealings with Iran," Aug. 19, 2026
●
Iran International — live blog, Aug. 22, 2026 (Rezaei
on retaliation and diplomatic approach)
Note on sourcing and verification: This article draws on
contemporaneous reporting from Al Jazeera, CNBC, Bloomberg, NPR, the Associated
Press, NBC News, CBS News, CNN, Gulf News, Euronews, the South China Morning
Post, IranWire and APA, plus a video statement carried by Iran's semi-official
Fars News Agency, and on official energy-market data from the IEA.
Institutional attribution is consistent throughout: statements are attributed
to SNSC secretary Mohsen Rezaei personally, not characterized as a formal Supreme
National Security Council decision, since only his individual remarks are
documented. Combined Hormuz oil-and-LNG transit figures use the IEA's separate
published shares rather than a blended estimate. Direct quotations are limited
to short, attributed statements; broader claims reflect synthesis and
cross-checking across the sources above. Statements by Iranian, U.S., Chinese
and Emirati officials are presented as official positions or reported claims,
not independently verified fact, except where multiple independent outlets
corroborate the same underlying event. Background claims about Ali Khamenei's
death and Mojtaba Khamenei's succession are sourced to wire reporting (Reuters,
independently republished by Oman Observer, Business Standard and Yahoo News,
among others), not to Wikipedia.
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