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Barak's comments appear to signal that Israel's new red line is an Iranian stockpile of about 200kg of 20%-enriched uranium in convertible form, enough if enriched further to make one bomb. Western diplomats argue the benchmark is arbitrary, as it would take Iran another few months to enrich the stockpile to 90% (weapons-grade) purity, and then perhaps another year to develop a warhead small enough to put on a missile.

Israel's defence minister, Ehud Barak, said this week in London that it was the Iranian decision this year to convert a third of the country's stock of 20%-enriched uranium into fuel (making it harder to convert to weapons-grade material if Iran decided to make a weapon) that had bought another "eight to 10 months".

Israeli leaders had hinted they might take military action to set back the Iranian programme, but that threat receded in September when the prime minister, Binyamin Netanyahu, told the United Nations general assembly that Iran's advances in uranium enrichment would only breach Israel's "red line" in spring or summer next year.

France's president, François Hollande, met Netanyahu in Paris on Wednesday but rejected the push for military action."It's a threat that cannot be accepted by France," Hollande said, arguing for further sanctions coupled with negotiations. A new round of international talks with Iran are due after the US presidential elections, in which Tehran is expected to be offered sanctions relief in return for an end to 20% enrichment.

The UK government has told the US that it cannot rely on the use of British bases in Ascension Island, Cyprus, and Diego Garcia for an assault on Iran as pre-emptive action would be illegal. The Arab spring has also complicated US contingency planning for any new conflict in the Gulf.

US naval commanders have watched with unease as the newly elected Egyptian president, Mohamed Morsi, has made overtures towards Iran. US ships make 200 transits a year through the Suez canal. Manama, the Fifth Fleet headquarters, is the capital of a country that is 70% Shia and currently in turmoil.

Ami Ayalon, a former chief of the Israeli navy and the country's internal intelligence service, Shin Bet, argues Israel too cannot ignore the new Arab realities."We live in a new Middle East where the street has become stronger and the leaders are weaker," Ayalon told the Guardian. "In order for Israel to face Iran we will have to form a coalition of relatively pragmatic regimes in the region, and the only way to create that coalition is to show progress on the Israel-Palestinian track."