The failure of the U.S.-Iran negotiations that took place in Pakistan marks a decisive inflection point in the current Middle Eastern security course. This is not a diplomatic setback; it is the transition from a fragile de-escalation phase into a more volatile period defined by coercive pressure, military signaling, and elevated risk of miscalculation. This risk is driven by the threat Iran continues to pose to freedom of navigation in the Strait of Hormuz and by its remaining ballistic capabilities, which allow it to erratically target neighboring Arab states and regional U.S. allies.

Furthermore, the announcement of a U.S.-led maritime blockade over Iranian ports fundamentally alters the operational and strategic landscape aimed at confining the Iranian threat. The main question now is no longer whether tensions will rise, they already have, but whether the current trajectory leads toward controlled escalation, negotiated recalibration, or systemic full-scale conflict.

Structural Drivers of Escalation

At the core of the U.S.-Iran negotiations lies a set of structural but irreconcilable objectives. The U.S. continues to frame its demands around three pillars: curtailment of Iran’s nuclear development program, limitations on ballistic missile capabilities development, and the rollback of Iran’s regional proxy networks. Iran, on the opposite side, views these elements as essential to regime survival and sovereign deterrence. Accordingly, this is not a negotiation gap; it is a strategic contradiction.

Iran’s nuclear posture has evolved from a bargaining chip into a core pillar of the Iran’s Islamic Revolutionary Guard Corps’ (IRGC) and the regime’s survival. Any perceived concession risks undermining internal legitimacy and external deterrence credibility. Accordingly, ongoing diplomatic negotiations are performative rather than transformative, thus aimed at managing escalation rather than resolving underlying disputes. Additionally, the U.S. decision to impose a maritime blockade represents a calibrated escalation designed to exert economic and psychological pressure without the need to immediately resort back to kinetic operations. However, the strategic implications are profound.

Iran’s economy relies mainly on maritime oil exports. A blockade directly targets this vulnerability, threatening revenue streams, which then impacts the domestic stability, in addition to regional influence operations funded through such revenues. From Tehran’s perspective, failure to respond would signal weakness not only to the U.S. but also to its network of non-state groups across the region. This creates a classic escalation dilemma for Iran. On one hand, not responding risks strategic erosion of the IRGC and the current regime’s image. On the other hand, the response risks triggering military confrontation, which Iran cannot withstand. In such conditions, even any Iranian action such as harassment of commercial shipping, or proxy attacks carry a high probability of escalation.

Another key driver for the escalation is the pre-positioned military capabilities. Unlike previous crises, the current environment is characterized by pre-positioned military assets and operational readiness on both sides. U.S. naval, air, and ground forces in the Middle East are already configured for rapid response operations, while Iran’s IRGC maintains asymmetric capabilities are carefully tailored for maritime disruption, drone attacks, ballistic missile launches, and regional proxy warfare.

Regional Spillover Risks

The Strait of Hormuz remains the most critical geographic variable in this confrontational equation given that one-fifth of global oil trade passes through this narrow waterway. Iran has long signaled its capability and strategic intent to disrupt traffic through asymmetric means, including naval mines, drones, and anti-ship missiles. While full closure remains unlikely due to the overwhelming U.S. response it would provoke, disruption has already been taking place via targeted attacks on passing vessels, which is more than enough to deter commercial liners. Even limited interference could generate outsized economic and political effects, particularly for energy-dependent economies. All that said, the Houthis in Yemen remain on standby mode to disrupt the maritime flow via resumption of attacks on vessels passing via Bab-el Mandeb to and from the Red Sea.

Iran’s strategic depth lies not in conventional military parity but in its network of regional proxies. Groups aligned with Tehran, including those in Iraq, Syria, Lebanon, and Yemen, provide Iran with operational flexibility. Given Israel’s successful campaign in Lebanon against Hezbollah as well as the Iran-backed Iraqi militias preoccupied with the deterrence posed by the U.S. forces, the Houthis in Yemen remain the final card for Tehran. Intensified maritime threats from Houthi forces in the Red Sea are likely to reemerge at any moment. This allows Iran to impose costs on U.S. and allied interests without triggering immediate large-scale retaliation. However, the cumulative effect of a multi-chokepoint pressure strategy could compel a broader and internationally supported response.

Strategic Calculus: War vs. Controlled Escalation

Some believe that neither the U.S. nor Iran appears to seek full-scale war given that the costs (military, economic, and political) would be immense and unpredictable. For the U.S., a major conflict with Iran would disrupt global energy markets, divert resources from strategic competition with China, and risk regional destabilization affecting key allies in the Gulf Corporation Council (GCC). For Iran, a continuation of a direct war would expose critical infrastructure to sustained strikes and threaten regime survivability.

The most probable scenario over the next 2–3 weeks is a phase of controlled escalation characterized by maritime harassment incidents in the Gulf, limited proxy attacks, and intensified rhetoric and signaling. This scenario allows both sides to demonstrate resolve while avoiding irreversible steps toward war. However, it is susceptible to disruption by unforeseen incidents at any moment.

An increasingly possible scenario would be one that involves targeted military actions, such as U.S. strikes on IRGC assets or critical infrastructure vs. Iranian retaliatory indiscriminate strikes on U.S. regional allies. Such exchanges would likely be calibrated to avoid full-scale war but could easily escalate if casualties or strategic assets are impacted.

Lastly, a less likely but still possible scenario is the return to productive negotiations, driven by economic pressures including oil market volatility, as well as diplomatic intervention by third parties, including the Gulf states, China, or European actors.

The highest-impact and most consequential scenarios involve a rapid escalation into full-scale conflict, potentially triggered by Iran’s full refusal to give up on its nuclear program or ballistic missile development program. Other triggers for a full-scale conflict would include any major incident in the Strait of Hormuz, high-casualty attacks on U.S. forces, or a direct confrontation between U.S. and Iranian military assets. Such a conflict would likely expand beyond bilateral engagement, drawing in regional actors and severely disrupting global economic systems.

Key Indicators to Watch

Several indicators are going to be crucial in assessing the trajectory of the ongoing conflict. This includes maritime activity where increased Iranian harassment of shipping continues to take place. Proxy operations are also a critical indicator where the frequency and intensity of proxy attacks, and the Red Sea specifically start to rise. Finally, force posture changes remain one of the key indicators, as they are mostly based on advanced intelligence assessments, which are not available to the public or markets. That said, deployment of additional U.S. and allied assets to the region remains the clearest indicator of how the situation will move forward and provides early signs of shifts from controlled escalation to broader conflict.

For defense strategists, the imperative is clear: preparing for escalation, planning for contingencies across multiple theaters, and achieving consensus that in the current environment, the most dangerous outcomes are not those that are intended but those unintended.

Dr. Mohamed ELDoh is a business development and consulting professional in the defense and security sector. Mohamed holds a Doctorate degree from Grenoble École de Management – France, an MBA from the EU Business School- Spain, and an Advanced Certificate in Counterterrorism Studies from the University of St Andrews, UK. He regularly authors articles addressing defense cooperation, counterterrorism, geopolitics, and emerging security threats in the Middle East and Africa. The views of the author are his own.

The Escalation Trajectory of U.S.-Iran Tensions After the Collapse of the Negotiations was originally published on Global Security Review.

Russia, which fields an arsenal of at least 2,000 such nuclear weapons, began modernizing its arsenal of intra-theater nuclear weapons more than a decade ago. These weapons can rapidly strike European NATO member-states—primarily with lower yield warheads.

Russia’s “escalate to deescalate” strategy relies on the use of low-yield battlefield nuclear weapons could either be used to defeat Ukraine and force NATO capitulation in that conflict or win a possible war against a conventional NATO force advancing East. In short, Russia could seek a fait accompli using one or a small number of low-yield nuclear weapons in a limited capacity on the battlefield, for which NATO has no equal response.

What makes such an approach highly attractive to Russia is that NATO is unlikely to respond to a nuclear use in Ukraine or an attack on NATO’s eastern flank with nuclear weapons, because NATO’s dual-cable aircraft—fighter jets armed with B-61 nuclear gravity bombs—are not a combat-ready force that can effectively counter Russian nuclear use on a battlefield. Let me reiterate, Russia likely maintains 3,000–6,000 intra-theater nuclear weapons that vary from low to high yield and short to intermediate range. Low estimates suggest they have 2,000 such weapons.

A 2017 Defense Intelligence Agency report went deeper into Russia’s tactical nuclear warfare commitment revealing delivery systems that include air-to-surface missiles, short-range ballistic missiles, gravity bombs, depth charges for medium-range bombers, tactical bombers, and naval aviation, as well as anti-ship, anti-submarine, and anti-aircraft missiles and torpedoes for surface ships and submarines. While it is only speculation, it is reasonable to suggest that Russian President Vladimir Putin was building a nuclear capability for a circumstance like he finds himself in now.

As two and a half years of war in Ukraine illustrate, Russia does not maintain a conventional force sufficient to defeat an American-led NATO force. This leaves Putin more reliant on his nuclear forces.

Given Russia’s economic and strategic limitations, it should come as no surprise that Russia has pursued low-yield battlefield nuclear weapons as an asymmetric advantage against the United States. In many respects, Russia is pursuing a course of action not dissimilar from the New Look Policy of the Eisenhower administration.

For the Biden administration and, soon, either Kamala Harris or Donald Trump, the real threat of nuclear weapons use in Ukraine or against NATO cannot be ignored. Contrary to the mantra that all nuclear weapons are strategic and there is no such thing as a winnable nuclear war, the Russians and Chinese see things differently.

Low-yield battlefield nuclear weapons do not create a nuclear wasteland. In fact, an air burst at the right height of burst produces no fall-out at all—only heat, a blast wave, and prompt radiation that dissipate in hundreds or a few thousand yards.

With numerous low-yield nuclear options available to Russia, there is a very real need for the United States military to retrain for operating in a post–nuclear detonation environment. In a recent public discussion, the heads of the Central Intelligence Agency and the United Kingdom’s MI6 revealed that Putin came very close to using a nuclear weapon in Ukraine during the fall of 2022. Such a scenario can easily arise again.

American mirror imaging of Russian perspectives on nuclear use, to suggest they think like Americans and would therefore never violate the “nuclear taboo”, is a recipe for getting caught unprepared. While Russians do see nuclear weapons as different than conventional weapons, they do understand weapons effects and are not given to the hyperbole that is widespread in the United States.

The fact that American integrated deterrence was a disastrous failure in its attempt to forestall a Russian invasion of Ukraine and is failing to restore deterrence with Russia vis-à-vis Ukraine means that the Russians now understand that American sanctions and other threats are largely harmless. Since the implementation of sanctions following Russia’s invasion of Ukraine, Putin found alternative outlets for Russian exports (petroleum) and found alternate sources of imports—including military supplies.

Rather than breaking Russia, American action drove China, Iran, North Korea, and Russia together. This leaves Putin less reluctant to use nuclear weapons in Ukraine than he perhaps was before.

Of course, neither China nor Russia is seeking to start a nuclear conflict that sees the exchange of strategic nuclear weapons. That would be devastating for everyone. But the use of a small number of low-yield battlefield nuclear weapons is a different story.

Even a reluctant Biden administration, now that it is coming to an end, tossed the disarmament community’s ostrich strategy into the dustheap of history. It is now a matter of whether the United States has the will to embark on the expansive modernization effort required to fill the gap in battlefield nuclear weapons.

Adam Lowther, PhD is the Vice President for Research at the National Institute for Deterrence Studies. The views expressed are his own.

The Return of Battlefield Nuclear Weapons was originally published on Global Security Review.