Netanyahu has publicly elevated regime change in Iran from a long-discussed possibility to an explicit objective, saying he has instructed Israeli security agencies to pursue it and claiming Trump is prepared to help "finish the job." The White House, however, has publicly ruled out any U.S. attack before the 2026 midterm elections, and analysts question whether military action alone could accomplish such a goal. 

The WSJ report suggests Iran's emergency offshore oil reserve, built up through its shadow tanker network, has largely run out after months of blockade pressure. If accurate, it would represent a significant financial setback for Tehran, reducing a major source of revenue at a time when the country is already under substantial military and economic strain. 

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