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Home Posts Who Will Blink First? Trump and Iran’s Ticking Clock

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Who Will Blink First? Trump and Iran’s Ticking Clock
Eldad Shavit, Sima Shine 10 September, 2026

On September 9, the IAEA Board of Governors adopted a resolution referring the issue of Iranian non-compliance with inspection demands to the UN Security Council. The resolution, initiated by the United States, the United Kingdom, France, and Germany, passed with 23 countries voting in favor, three opposed, and eight abstaining. This marks the first time in two decades that Iran has been referred to the Security Council through this mechanism, against the backdrop of its continued refusal to allow IAEA inspectors access to nuclear sites bombed during the "Rising Lion" and "Roaring Lion" wars.

Iran rejected the resolution, describing it as a political move intended to intensify pressure rather than a response to any violation of its safeguards agreement. Iranian officials claim that the suspension of IAEA access resulted from attacks on sites that had been under the agency’s supervision, as well as from the ongoing war and threats against Iran’s nuclear facilities. Deputy Foreign Minister for Legal and International Affairs, Kazem Gharibabadi, emphasized that the move would not compensate the West for the failure of its policies, and that even in the Security Council "they will not be able to achieve anything."

Nevertheless, under current circumstances, the resolution’s practical impact is limited. In itself, it neither alters the balance of power nor imposes new sanctions or changes the situation on the ground. At this stage, its significance is primarily political and symbolic: it deepens Iran’s isolation and adds another layer to the cumulative pressure against it.

In any event, the resolution comes as the conflict between the United States and Iran is once again escalating, illustrating how diplomatic pressure on Tehran is being applied alongside military, maritime, and economic pressure. This picture is reinforced by President Trump's comments on September 9, reiterating that the US has identified activity at "Pickaxe Mountain," the underground complex adjacent to Natanz. Trump warned that if Iran attempts to restore nuclear capabilities there, the United States might strike the site. As a result, the line between the issue of nuclear inspection and the military campaign itself is becoming increasingly blurred.

Escalation also continues in the maritime arena. Iran announced that it attacked ten vessels after the US sank five Iranian tankers, and the IRGC has threatened to expand its maritime area of operations. Oil prices have once again crossed the $100 per barrel mark.

Against this backdrop, Trump's remark that the war will end "immediately after" the midterms is particularly interesting. In his view, Iran is playing for time in an effort to influence the elections, but will be unable to hold out against economic pressure. He even added that negotiations remain possible, though not something the administration is currently seeking.

Here lies the American dilemma: Trump is intensifying the pressure believing that time is working against Iran, but simultaneously setting a political deadline for ending the conflict. As the elections draw closer, and as energy prices and the public toll of the war rise, the gap widens between the desire to claim a decisive victory and the difficulty of forcing Tehran to accept Washington’s terms for ending the conflict.

At this stage, Iran has not announced any concrete retaliatory measure. It is keeping its threat deliberately vague, emphasizing that inspections can only resume once appropriate security conditions are met, while relying politically on Russia and China to block further measures at the Security Council. However, if Iran responds with a defiant nuclear move or further escalation in the Strait of Hormuz, the resolution could instead become the trigger for another round of conflict, making it more difficult for Trump to adhere to the timeline he himself has set.

Topics: Iran: Nuclear and Military Programs
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