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.

Proliferation of unmanned systems in modern warfare has popularized the notion that traditional platforms have reached the end of their operational relevance. Particularly, the Russia-Ukraine war has deepened the perception that small, agile, and inexpensive drones have rendered manned platforms in land, air, and sea domain obsolete.

This argument gains credibility while assessing drones’ performance against manned armored vehicles which are now routinely labelled as outdated systems against drone-enabled precision strikes. Yet, what is often depicted in the media is only one side of the coin. Drones often fail to find targets, are intercepted, or manage to hit their target, thus not achieving intended results. Despite proliferation of first-person view (FPV) drones, armored vehicles continue to play a vital role in maneuver warfare and protected mobility. Modern armor strategies have evolved to include combined arms and dispersion rather than mass for increasing survivability and combat efficiency. In the Russia-Ukraine war, several rudimentary measures like installation of cope cages atop turrets, have been implemented by both militaries to enhance the survivability rate of tanks against kamikaze drones. Vehicle mounted jammers have also shown promising results. Defensive technologies, like active protection systems (APS) and electronic countermeasures (ECM), have proven their efficiency against FPV drones. Thus, it can be argued that drones have not turned armored vehicles obsolete; they have forced them to evolve into more refined systems.

Similarly, in the aerial domain, many analysts perceive unmanned aerial systems (UAS) as cost effective alternative vis-à-vis manned aircraft. Yes, UASs have shown impressive evolution. From dropping laser-guided bombs (LGBs) to firing cruise missiles, air-to-air missiles, torpedo, and even smaller drones, drones have come a long way in changing warfare. Increasingly, drones have pushed manned aircraft aside as a more efficient option for operational engagement. In Nagorno-Karabakh conflict, Azerbaijan innovatively employed aerial drones to expose Armenian air-defenses’ positions making them vulnerable to subsequent Azerbaijan’s targeted strikes. This unique use of drones as a crucial component of SEAD/DEAD (Suppression & Destruction of Enemy Air Defenses) kill chain marked a watershed moment in modern warfare.

However, the inherent limitations of drones are obvious too. UASs are more susceptibility to electronic warfare (EW) disruption and have unproven records in complex battlespace with dynamics rules of engagement (ROEs). Claims that unmanned systems will soon replace fighter jets overlook the enduring advantages of human decision-making in contested and escalation-sensitive environments. Manned aircraft provide operational flexibility and command judgment that are yet to be replicated through automation alone. The developmental trajectory suggests that instead of perceiving UAVs as one-one-one substitute for piloted aircraft, the future lies in Manned-Unmanned Teaming (MUM-T) where manned aircraft will serve as command nodes while accompanied unmanned systems will provide mass, persistence, and attainability.

In the naval domain, the successfully employment of kamikaze surface and aerial drones by Ukraine in the Black Sea conflict is now frequently cited as an indicator that large surface combatants will soon turn into relics of past. Besides sinking multiple Russian warships in the Black Sea, Ukraine has even damaged a Russian Kilo class submarine stationed at Novorossiysk harbor using an underwater suicide drone. The Russian Black Sea Fleet, despite having overwhelming superiority over Ukrainian counterpart, has failed to establish sea-control in the Black Sea primarily due to remarkable performance of Ukrainian naval drones.

Similarly, in the Red Sea crisis, the Houthis’ rudimentary drones have challenged the operational persistence of Western naval powers. Kamikaze drones have compelled American, British, French, and German warships to deplete expensive air-defense missiles, which in some cases resulted in pre-mature withdrawal. Close-in Weapon Systems (CIWS) is usually considered a potent point of defense against all types of aerial threats in the maritime domain. However, both gun-based and missile-based CIWS have limited magazine capacity and engagement range. This suggests that against a more capable adversary, drone swarms can saturate warships’ defenses and can cause mission-kill by damaging critical instruments onboard, rendering them inoperable for extended time duration.

Although naval drones have added an additional layer of threat for warships, they do not, in themselves, render them obsolete. Novel defensive capabilities for countering drone threats are already in the developmental phase. Few systems have been deployed and evaluated in real combat. For example, on 03 March 2024, an Italian Andrea Doria class destroyer shot down an incoming kamikaze drone threat in Red Sea using DART projectiles fired from 76mm deck gun, a move far more economically feasible than air-to-surface missile. Similarly, high-energy lasers (HELs) onboard warships are being tested for countering drones. Besides kinetic defensive application, soft-kill measures such as jammers and decoy systems are also emerging as critical components of warships defensive suite.

In addition, the Black Sea and the Red Sea are enclosed bodies of water, offering limited operational space for naval forces and providing tactical advantage to drone-based asymmetric tactics. In blue waters, however, the effectiveness of such drones would diminish considerably. In open seas, it is unlikely that even mass formations of drones would be able to penetrate modern naval armadas. Although suicide drones can be used in formation with cruise and ballistic missiles to outclass adversary air-defenses, but repeating such a feat against time-sensitive and well protected high-value naval ships would be a very challenging undertaking. Thus, it can be argued that sea drones can be employed as enablers or force-multipliers in conjunction with other systems, but not as decisive instruments of naval warfare.

The future of warfare will not be defined by the triumph of drones over manned platforms. Today, drones have turned into a potent tool of warfare and are also an integral part of the kill-chain of modern militaries around the globe. However, limitations cannot be ignored. In practice, drones work less as independent war-winning weapons but are enablers and force-multipliers. In the age of viral narratives and simplified conclusions, misperceptions regarding military technologies are bound to persist. No single military system determines the outcome of war, and no single innovation renders all others irrelevant. Military power is cumulative and contextual.

Ahmad Ibrahim is a Research Associate at Maritime Centre of Excellence (MCE), Pakistan Navy War College (PNWC), Lahore. The views of the author are his own.

Assessing the Credibility of Manned Platforms in Contemporary Drone-Rich Combat Environment was originally published on Global Security Review.

(Editor’s Note: This article was submitted before the U.S.-Iran conflict began. We intentionally left the article as “forward looking” to signify the value of the analysis.)

The Red Sea theater sits in a fragile equilibrium. Commercial shipping lines have cautiously begun returning to the Suez corridor after months of rerouting around the Cape of Good Hope. Insurance premiums remain elevated but are no longer crisis-level. Western naval task forces maintain a visible deterrent presence. Meanwhile, the Houthis continue to signal both restraint and readiness. The question is no longer whether the Red Sea crisis of 2024-2025 can return. The question is what specific trigger conditions will lead to its return. Accordingly, the escalating U.S.-Israeli-Iranian confrontation will make the Houthis resume maritime attacks, if not also targeting different spots of the Gulf Cooperation Council (GCC).

The earlier claims about trench networks around Hodeidah, Yemen and coastal missile positioning, whether fully verified or partly exaggerated, fit within a broader pattern: the institutionalization of a long-term defensive and deterrent posture by the Houthis along Yemen’s western coastline. When combined with February 2026 reporting that maritime traffic is resuming but threats persist, a clearer strategic picture emerges. This is not a de-escalation. It is a structured pause under tension.

The Current Operational Baseline

This month, several dynamics defined the Red Sea environment. This included the cautious resuming of shipping traffic via the Suez route; major new Houthi missile or drone strikes on international vessels were not confirmed in this window, and Western naval forces remained deployed. However, Houthi rhetoric tied potential future maritime action to broader regional developments, particularly U.S.-Iran and Israel-related escalation scenarios. In this respect, the Houthis have announced that they will resume attacks on ships in the Red Sea.

The absence of active strikes should not be misread as capacity degradation. Instead, it reflects a conditional deterrence posture.

The Houthis have demonstrated in prior cycles that they calibrate attacks based on political timing rather than purely military opportunity. That suggests that the past few months’ relative quiet has been strategic, not structural. The Houthis were only preparing more for a bigger scale of maritime attacks.

Hodeidah and Coastal Entrenchment: Defensive Depth as Strategic Signaling

Whether or not the claims of the Houthis’ trench dimensions are independently verified, the logic behind coastal fortification is consistent with Houthi behavior. Hodeidah serves multiple functions for the Houthis. It serves as a coordination hub, a political stronghold, and a strategic maritime access point as well as a symbolic center of resistance. If significant defensive works are underway or expanded, they serve three interlocking objectives.

Firstly, for the purpose of anti-assault preparation, large-scale trenches are classic anti-armor and anti-vehicle barriers. They complicate any amphibious or ground-based incursion supported by regional actors. Secondly, for the purpose of airstrike mitigation, defensive depth complicates targeting and disperses assets such as mobile launchers. When it comes to psychological signaling, massive projects communicate permanence. They project the message: “We are not a temporary militia. We are entrenched.” The current environment, characterized by paused attacks but intact infrastructure for renewed confrontation, aligns with this.

Iran-U.S. Tensions as Activation Factor

The strategic linkage between the Houthis and Iran remains central to forecasting. While the Houthis maintain operational autonomy, their Red Sea campaign historically synchronized with broader regional escalation cycles involving the U.S. and Israel. The emerging rhetoric linking maritime threats to wider geopolitical friction suggests a conditional doctrine: The Red Sea is a pressure valve for the Houthis as directed by Iran.

If the U.S.-Iran tensions spike, whether via direct strikes on Iranian assets or Israeli escalation involving Iran-backed actors, then the Red Sea becomes a low-cost, high-visibility response domain. This makes the Red Sea maritime security in 2026 structurally fragile.

Maritime Deterrence Architecture in 2026

Western naval presence in the Red Sea has shifted from reactive escort to semi-permanent deterrence architecture. The key characteristics of such a strategy included layered missile defense at sea, preemptive ISR monitoring of launch sites, rapid retaliatory strike frameworks, and European naval coordination alongside U.S. military assets.

However, this architecture carries its escalation risk. A single successful Houthi strike on a high-value commercial vessel could trigger renewed U.S. or allied airstrikes inside Yemen, re-divert global shipping flows, and force insurers to re-rate the corridor. Thus, deterrence holds, but it is deterrence under tension, not deterrence under resolution.

Forecast: Strategic Scenarios for 2026

There are multiple scenarios that one could anticipate. However, the most likely scenario would be a triggered escalation where the current regional military action involving Israeli-Iranian confrontation or direct U.S.-Iran confrontation activates Houthi maritime operations. Critical indicators from the Houthis to watch for would include repositioning of coastal missile batteries, increased drone launch activity, and explicit linkage in Houthi statements between Yemen and external theaters.

Another scenario would be the Houthis’ internal consolidation and strategic freeze. Here, the Houthis prioritize internal governance and economic stabilization over external projection. In such a scenario, regardless of any U.S.-Iran military confrontation, the Houthis’ maritime attacks remain suspended, and Red Sea threats become rhetorical rather than operational. However, structural drivers, including ideology, alignment, and leverage utility, make such a scenario highly unlikely.

Structural Realities and Final Strategic Assessment

Three enduring factors ensure persistent volatility. Firstly, the geographic leverage is critical where the Bab el-Mandeb chokepoint, a narrow passage that connects the Red Sea to the Gulf of Aden, is irreplaceable in global trade. Disruption has a disproportionate economic impact. Secondly, the asymmetric cost structure of the Red Sea maritime attacks grants the Houthis leverage, where their drones and missiles are low cost, the Western defensive interception and naval deployment that are much higher cost. Thirdly, attacks in the Red Sea generate global headlines, thus providing the Houthis with a political signaling value. That makes the theater attractive for indirect signaling. Thus, even if the current situation is relatively calm in the Red Sea, the underlying incentive structure for renewed maritime disruption persists, and threats continue to increase.

The current situation does not reflect the active Red Sea crisis levels of 2024-2025. However, it reflects something equally important: institutionalized readiness. The Houthis appear neither demobilized nor strategically exhausted. Defensive consolidation around Hodeidah, if confirmed, suggests the Houthis’ preparation for future confrontation, not abandonment of maritime leverage. The Red Sea will remain quiet only so long as broader regional dynamics remain contained. The moment those dynamics fracture, most notably with the U.S.-Iranian confrontation, the maritime corridor becomes the fastest and most globally visible arena for escalation. Accordingly, the conclusion is clear: the Red Sea is not stabilizing. It is waiting.

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. Views expressed in this article are the author’s own. 

Red Sea Uncertainty: A 2026 Forecast for the Houthis Actions was originally published on Global Security Review.

So sure was Israel in its southern security that intelligence reports were downplayed; the military even redeployed troops from Gaza prior to the October 7. The brutality of the attack and horror at the hostage crisis left Israel so shocked that it delayed a ground invasion for 20 days.

Despite the delay, calls for ceasefire and accusations of genocide existed before Israel’s offensive began. All the same, every first-semester international relations student knew what would happen next: with Hamas no longer deterred, Israel’s only recourse was compellence.

Compellence theory is simply acting on the threat that keeps your adversary deterred. Israel needed to compel Hamas to surrender the hostages, disarm, and realize that attacking Israel is a bad idea—restoring deterrence. For nearly two years since, Israel has tested compellence theory; at best, with mixed results, not only with Hamas, but across the region.

The Lebanese terror group Hezbollah launched its own attack on October 8, 2023, which by the end saw the launch of approximately 10,000–15,000 rockets and 2,500 drone attacks that displaced at least 70,000 Israelis and killed 75 soldiers and 45 civilians. Israel’s effort to restore deterrence devastated Hezbollah, killing 2,500–3,000 fighters, eliminating the majority of its leadership, through an exploding beeper attack in advance of a ground invasion. Seeing their losses, the group agreed to partially disarm and stay out of further hostilities, being effectively compelled.

In Yemen, the Houthis likewise joined the attack on Israel with rocket and drone attacks, as well as targeting ships off its coast, causing significant supply-chain disruptions. The attacks prompted the United States (US) to designate them a terrorist group and launch an aerial campaign alongside the United Kingdom—on top of Israel’s responses.

The Houthis endured severe damage to its offensive infrastructure and lost hundreds of fighters but still managed to occasionally launch limited attacks. The Houthis are more weakened than compelled.

Iran, the financier of Hamas, Hezbollah, and the Houthis, for the first time acted against Israel directly. Retaliating against Israeli strikes, Iran launched ballistic missile and drone salvos against Israel in April and October of 2024. The tit-for-tat came to a head over 12 days in June 2025, as the two exchanged strikes while Israel tried to destroy Iran’s nuclear weapons program.

Though the damage Iran’s nuclear capability took is debated, what is known is Israel’s air superiority destroyed nearly all of Iran’s defense framework and eliminated several senior military staff.

Israel endured significant damage as Iran managed to breach its defenses on a few occasions, and the two have since agreed to a ceasefire, while simultaneously pledging readiness to attack in the future. So perhaps, they are mutually deterred for now.

Syria recently entered a new phase of its civil war following the downfall of Assad, an Israeli push to expand its buffer region, and the emergence of the Hayat Tahrir al-Sham (HTS) faction. HTS is led by Abu Mohammed al-Julani, an Islamic State affiliate who recently began targeting members of Syria’s minority populations, largely the Druze.

Israel intervened to protect the Druze, striking HTS sites until Julani quickly agreed to withdraw his troops from the Druze-populated areas. Prior to that intervention, there were rumors of Syria joining the Abraham Accords. While compellence worked to protect the Druze in the short term, it may have derailed a long-term peace deal.

Hamas remains the outlier. Ceasefire talks are again looking to collapse. The message is that despite the devastation, loss of leadership, approximately 17,000 lost fighters, and thousands of civilians killed in the crossfire, it can endure more. Israel’s attempt at compellence was so intense, that it sparked worldwide protests and allegations of genocide. Yet, rather than agree to Israel’s terms, Hamas continues to hold out, giving a statement that they will continue to fight until a Palestinian state is established.

The US attempted to broker multiple ceasefires, with some success in November 2023 and January 2025, but a deal to end the conflict remains elusive. If the US wants real results, compellence should target Hamas’ hosts and financiers, Turkey and Qatar.

While publicly on good terms with the US, the argument that Turkey and Qatar are state sponsors of terrorism would not be difficult to make given the support and protection they have offered Hamas. President Trump could threaten to add Turkey and Qatar to the list of state sponsors of terror unless Hamas agrees to Israel’s terms of ending the war.

There are indications that this could work. At least publicly, the two countries recently joined with Saudi Arabia and Egypt in a call on Hamas to disarm and relinquish control of Gaza to the Palestinian Authority. This is a good first step, but the call has no “or else”–type clause that would actually pressure Hamas.

With that support gone, Hamas’ political leadership’s only choice would be deportation from its hosts which would likely jeopardize their finances and potentially put them within Mossad’s reach or accede to Israel’s conditions. Ever self-interested, the hope is they would be compelled to the latter. This type of diplomatic pressure directed at Hamas’ sponsors could trickle down to Hamas’ leadership and potentially be the last best hope for Gazan civilians as Israeli Prime Minister Benjamin Netanyahu signals plans for a renewed military offensive in the enclave.

Whether deterrence is restored by Israel is yet to be determined. For the sake of civilians on both sides, let us hope it is restored and soon.

Justin Leopold-Cohen is a homeland security analyst in Washington, DC. He has written widely on national and international security issues for outlets including Small Wars Journal, the Wavell Room, and Inkstick Media. Any views expressed in the article are his own and not representative of, or endorsed by, any organization or government.

Failed Deterrence and Misplaced Compellence in Gaza was originally published on Global Security Review.

By mid-June 2025, after years of preparation, the Israelis, in one fell swoop, destroyed half of Iran’s ballistic missile capabilities, destroyed some nuclear facilities, and assassinated Iran’s leading nuclear scientists and the leadership of the Islamic Revolutionary Guard Corps (IRGC). Then on June 23, 2025, a pre-dawn bombing raid ordered by US President Donald Trump took out of commission the hard-to-crack nuclear facilities of Fordow, Natanz, and Esfahan.

Beyond adding to Israel’s capabilities with American B2 bombers loaded with GBU-57 massive ordnance penetrators, bunkers busters, the bombing cemented American leadership in dealing with the Iran problem. A review of joint Israel-US capabilities helps explain how deterrence in the region is returning and what to expect next.

Since the October 7, 2023, massacre of Israelis by Hamas, an Iranian proxy, Israeli intelligence and military units, all backed by superior defense technology, methodically destroyed Iranian capabilities and supporters. Iran’s “Ring of Fire” utterly failed to achieve Iran’s strategic aims.

Israeli and American space-based intelligence, surveillance, and reconnaissance enabled early warning, target verification, and battle damage assessment. Israel relied on a precision-strike doctrine that is supported by systems like the Ofek, AMOS, and Eros-B space assets. Israel maintained surveillance for dominance above Iranian military and nuclear infrastructures. Iran merely linked its space program to the IRGC.

With multi-layer sensor fusion, Israel integrates Eitan unmanned aerial vehicles (UAV), ELW-2090 airborne warning and control systems, and ground-based radars like the EL/M-2080 Green Pine with satellite data into a national and regional situational awareness (SA) web, shaping strikes and missile defense prioritization. Space-derived situational awareness enables real-time assessment of missile launches, UAV swarm attacks, or asymmetric maritime threats by Iran and proxies operating from the Red Sea or Persian Gulf.

Cyber intelligence, signal intelligence (SIGINT), and electronic warfare form another layer. In the conflict, Israel command, control, communications, and computer (C4) systems pit Unit 8200 against IRGC affiliated cyber units.

Israel’s missile shield includes Iron Dome, David’s Sling, and Arrow-2/Arrow-3. They combine to create a web of coverage. Arrow’s high-altitude, long-range interceptors tackle Iranian ballistic missiles such as Fattah, Shahab, and Sejil. Iron Beam laser defense, under development, aims to address low-cost, high-volume threats like UAVs and small rockets.

Israeli capabilities for missile defense, early warning, C4, and interoperability are integrated with US Central Command and the systems of the Gulf States. The US supports Arrow and David’s Sling. Aegis ballistic missile defense and terminal high altitude area defense (THAAD) systems in the region share radar feeds. American space-based infra-red system satellites provide missile-launch detection.

Bahrain hosts the US Navy and supports regional C4ISR, and has growing maritime security ties with Israel. The US expanded its Saudi Arabian basing in Tabuk to feed into the regional missile defense picture. The United Arab Emirates enables THAAD, Patriot (PAC-3), radar integration, and air picture sharing with the US and Israel. Jordan, the United Kingdom, and France also contribute to defensive actions during missile and drone attacks.

Iranian targets and their proxies have nowhere to hide. The US Space Force’s Space Operations Command Mission Delta 4 identifies and tracks threats. It did so during the April 2024 and October 2024 Iranian missile and drone attacks on Israel. Operating 24 hours a day, 365 days a year to share intelligence, Mission Delta 4 ensures no missile launch ever catches America or her allies and partners by surprise.

A space-enabled Israel, integrated with Gulf State operations, eliminated Iranian air defenses, triggered covert operations inside Iran, and launched targeted bombings and assassinations. The American bombing topped these other efforts. Israel, as the military strong horse, irreversibly altered the regional balance of power, possibly ushering in the demise of a threatening Iranian Shia hegemony—an objective shared by Sunni Arab Gulf States.

Regime change was never a stated war aim but was an anticipated consequence if it occurred. It did not. The surviving Shia Islamist leadership and IRGC are now engaged in repression and remain capable of inflicting much suffering on both the region and Iranians.

It is unclear to which extent proxies such as Hezbollah, the Houthis, and Shia militias can still attack Israel and American assets in the region. Military outcomes, though, are not the sole factors defining the Iranian endgame. The Iranian taqiyya-driven regime and its Shia hegemony ideology are down, but not out. Their nefarious ideological influence can persist around the Gulf, as far as Yemen and Africa, and beyond.

Considering the cost of inaction and a failure to reinstate deterrence, eradicating a threat to the homeland, Middle East bases, and Gulf allies means the effort was worth it. If the conflict drags on, the costs will rise. Disruption of maritime traffic and oil markets could bring its predictable cohort of economic disruptions. Terrorism around the globe is déjà vu.

In the words of German Chancellor Friedrich Merz, “Israel is doing the dirty work for all of us.” Depending on the roles the new Syrian leadership and a resurgent Türkiye play, the Iranian endgame may take different forms.

Yes, President Trump decisively played the hand he was dealt. But there are many more moves left in this game. The best moves may be still to come.

Christophe Bosquillon is a senior fellow at the National Institute for Deterrence Studies. He has over 30 years of international experience in general management, foreign direct investment, and private equity and fund management across various industries in Europe and the Pacific Basin. The views expressed are the author’s own.

Deterring Iran: The Art of No Deal was originally published on Global Security Review.

An American submarine also fired thirty Tomahawk Land Attack Missiles (TLAM) against surface infrastructure targets at Isfahan. As Chairman of the Joint Chiefs of Staff General Dan Caine described it, the entire operation was a complex timed maneuver requiring exact synchronization across multiple platforms in a narrow piece of airspace.

American deception tactics contributed to surprise as neither Iraqi fighters nor their surface-to-air missile defenses attempted to interdict the American bombers and their supporting fighter aircraft, all of which returned safely.

According to General Caine, Operation Midnight Hammer involved more than 125 aircraft, including the seven B2 stealth bombers, numerous fourth- and fifth-generation fighters, and dozens of refueling tankers. Some 75 precision-guided munitions were used in Midnight Hammer, including fourteen GBU-57 MOPs, which were used for the first time in combat.

The operational excellence of Midnight Hammer doubtless constituted a setback to Iran’s nuclear enrichment programs, although exactly how much of a setback remains to be determined.  Battle damage assessment is dependent on overhead photography unless and until further information is obtained from intelligence sources near or at the affected sites.

There also remained unsettled issues relative to American and allied strategy going forward. The Trump administration’s declaratory policy wants to draw a line between going to war with Iran, on one hand, and neutralizing its nuclear capabilities and potential, on the other.  This is a fine line to draw and Iran response, and follow-on condemnations, suggest they see the American position as a distinction without a difference.

Ater the strikes, President Trump indicated that Iran should come to the diplomatic table and negotiate the status of its nuclear future. Iran rejected further negotiations. This left the American and Israeli defense communities to await whatever diplomatic or military response the Iranians offered, including possible military attacks against American forces deployed in the Middle East.

Based on experience, Iran would likely respond with continuing missile strikes against Israel and asymmetrical warfare against the United States. With regard to the latter, Iran’s options included: (1) disrupting the flow of maritime traffic in the Strait of Hormuz; (2) committing cyberattacks against American military or societal targets; (3) committing missile or insurgent attacks against American military personnel in Iraq or elsewhere in the region; (4) supporting protest demonstrations or terrorism in the American homeland, perhaps making use of prepositioned cells made up of illegal aliens; and/or (5) encouraging Iranian proxies in Gaza, Lebanon, and Yemen to further harass American, Israeli, and allied interests.

Thus far, Iran limited its response to employing a small number of missiles against Al Udeid Air Base in Qatar, even giving the Americans advance warning of the strike. For the Trump administration, this is the best possible outcome. Already, imagery intelligence suggests Iran is digging out its capabilities at Fordow and Esfahan. What the future may hold is uncertain. Whether Iran is simply buying time and learning lessons for future success or whether the regime truly desires peace is up in the air.

Future options for Iran have their positives and negatives. Disruptions in the Strait of Hormuz would harm Iran’s own economy, which needs the infusion of cash from oil sales to China.

Cyberattacks are a low-risk, low-cost option that may appeal to Iran in the near term, but they present a more serious potential threat to civilian targets compared to more heavily defended military ones. They will also draw severe reprisals from very competent American and Israeli cyber forces.

Additional attacks against American military personnel and facilities in Iraq are an option, as are missile or unconventional warfare against other regional states hosting American military bases. However, this path was not successful the first time.

Support for antiwar demonstrations or outright terrorism in the American homeland, including “lone wolf” terrorists recruited online, are still a possibility. New stories of Iranian illegal aliens arrested by Immigration and Customs Enforcement are almost a daily occurrence.

As for Iranian proxies, Hamas and Hezbollah are on the ropes, momentarily, due to prior engagements with Israel, but the Houthis declared their intention to plus-up their disruptions of commerce in the Red Sea in the wake of Midnight Hammer. Whether this is possible is yet to be seen.

With respect to Iran’s future nuclear options and American responses, they may proceed in one of three ways: (1) a continuing “whack-a-mole” competition in which Iran continues surreptitious enrichment and the US and Israel continue to monitor its progress and, if necessary, repeat Midnight Hammer, or worse; (2) Iran undergoes a change of regime due to domestic opposition, leaving uncertain for a time exactly who is in charge and who controls the supplies of enriched uranium and nuclear infrastructure, never mind the armed forces and security police; or (3) Iran agrees to negotiate with the US and representatives of the international community another deal to limit its stockpiles of fissile material and its levels of enrichment.

These are possible options, but by no means the only options. Iran may pursue an unexpected path in an effort to outthink the United States and Israel. Whatever the future holds, President Trump and Israeli Prime Minister Benjamin Netanyahu must keep a close eye on a regime that is built on destroying both countries. Hope is critical to human perseverance, but it is not a strategy.

Dr. Stephen Cimbala is Distinguished Professor of Political Science at Penn State university, Brandywine. He is currently a senior fellow with the National Institute for Deterrence Studies. Views expressed in this article are the author’s own.

Midnight Hammer and After was originally published on Global Security Review.

However, Iran’s broader regional influence and its destabilizing activities remain a fundamental concern—one that is unlikely to be addressed through an agreement focused solely on its nuclear capabilities. Preventing Iran from acquiring nuclear weapons, dismantling its nuclear infrastructure, or even restricting its ballistic missile program does not, on its own, resolve the underlying challenge posed by Tehran’s regional behavior.

What Is Iran’s Influence Based On?

Iranian influence in the region is grounded in three main pillars. First, Iran relies on Shiite religious ideology. Iran positions itself as the leader of the global Shiite community. This sect has a social and political base in several Middle Eastern and surrounding countries. Through Shiite populations and affiliated groups, Iran infiltrates states and establishes loyal militias, enabling it to exert significant influence over these countries—or parts of them—effectively weakening their sovereignty and transforming them into subservient states.

For example, Iran wields significant influence in Iraq through the Shiite Popular Mobilization Forces (PMF), in Lebanon through Hezbollah, in Yemen via the Houthis, and in Syria, where influence was exerted through Bashar al-Assad’s Alawite-led regime. Additionally, Iran has formed Shiite militias from the Shiite populations of Afghanistan, the Fatemiyoun Brigade, and Pakistan, the Zainabiyoun Brigade. Through these efforts, Iran has constructed the “Shiite Crescent.”

Second, Iran exploits broader Islamic issues. Iran strategically champions causes with Pan-Islamic appeal, most notably the Palestinian issue, to extend its influence beyond Shiite groups and into Sunni communities. Despite historical sectarian divides and conflict between Sunnis and Shiites, Iran has successfully co-opted or allied with key Sunni movements such as Hamas and Palestinian Islamic Jihad, expanding its influence into Gaza and presenting itself as the principal defender of the Palestinian cause. This position garners support not only from across the Muslim world but also from segments of the Western left. By uniting Shiite militias (the “Shiite Crescent”) and Sunni militant groups under a common anti-Western and anti-Israel banner, Iran has forged what it calls the “Axis of Resistance.” This alliance played a central role in the outbreak of the October 7, 2023, war, which continues to this day.

Third, the regime exercises a repressive domestic grip. Maintaining and managing this vast regional network requires immense and sustained financial and military support. Despite facing long-standing and severe international sanctions and domestic economic hardship, Iran continues to fund and arm its proxies. A key factor enabling this is the authoritarian nature of the regime, which extracts national wealth and redirects it to foreign operations, while the Iranian population endures poverty, inflation, and public service failures. Popular discontent is suppressed through systematic repression, especially targeting marginalized ethnic groups such as the Kurds, Baluchis, and Arabs, who face both economic deprivation and political persecution. This repressive apparatus prevents domestic uprisings and sustains the regime’s ability to project power abroad.

Therefore, Iranian influence in the region is not primarily based on its nuclear program or ballistic missiles. Iran was able to extend its influence over Iraq, Syria, Lebanon, Yemen, and Gaza without resorting to ballistic missile attacks or explicit threats involving its nuclear program. However, when Iran did employ its ballistic missiles and military power, most notably during its direct attacks on Israel on April 13, 2024, and October 1, 2024, this coincided with a period of declining regional influence. During this time, Iran experienced significant setbacks, losing ground in Syria and Gaza and suffering major blows in Lebanon and even within its own borders.

In other words, the golden age of Iranian influence occurred during a time when it refrained from directly using its ballistic missiles or overt military force. Its later use of such power came at a moment when its regional axis was already weakening. This suggests that Iran’s true influence lies not in its nuclear program or missile capabilities, but in other, less tangible sources of power—ones that are far more difficult to constrain through formal agreements. Therefore, to effectively counter Iran’s regional influence and threat, the United States must begin by addressing the three key factors discussed above.

The Shia Principle of Taqiyya

Iran is constitutionally defined as a Shia state, and its ruling regime openly adopts and promotes Shia ideological principles. One of the most well-known concepts in Shia Islam is Taqiyya, a principle that permits the concealment of one’s beliefs or intentions when facing danger, threat, or coercion. Traditionally, Taqiyya is understood as a form of self-protection in times of persecution, allowing individuals to lie or withhold the truth to preserve life and religious identity.

In the context of the Iranian regime, Taqiyya has evolved beyond personal religious practice into a broader political doctrine. It is sometimes employed as a strategic tool to justify diplomatic flexibility, ambiguity, or deception, particularly in times of weakness. As a result, securing Iran’s full compliance with international agreements may be especially challenging. The regime may commit to agreements under duress or strategic necessity, only to abandon or reinterpret those commitments once it perceives a restoration of strength. Thus, Taqiyya is not merely a religious principle but has become a core aspect of the regime’s political behavior and strategic calculus.

What Is the Solution?

One of the key factors behind Iran’s continued expansion of influence and regional destabilization is its perception that the United States is unwilling to launch a military strike against its territory. This perception significantly reduces the credibility of diplomatic pressure and sanctions. To alter this strategic calculus, a limited and targeted military strike on Iran’s nuclear and military facilities, followed by the negotiation of a specific and enforceable agreement, may be necessary.

Such a calibrated use of force would serve not only to degrade Iran’s capabilities but also to demonstrate clear consequences for noncompliance. In this context, Iran may become more amenable to concessions and more committed to upholding agreements, as it would recognize that failure to comply carries the real risk of further military escalation—potentially threatening the survival of the regime itself.

Ranj Tofik is a Non-Resident Scholar at the Middle East Policy Council, and a PhD researcher in political science at the University of Warsaw, Poland.

US–Iran Talks: Unlikely to Succeed Absent a Military Strike was originally published on Global Security Review.

In 2018, President Donald Trump withdrew from the JCPOA, the nuclear agreement brokered by President Barack Obama in 2015, as it “failed to protect America’s national security interests.” Trump justified his withdrawal by arguing that the agreement, as “a windfall of cash”, did not curbed Iran’s malign activities. Instead, he contended, it provided financial resources that “enriched the Iranian regime and enabled its malign behavior.”

For Iran’s non-Persian national and ethnic groups, the failure of the JCPOA was also due to its disregard for human rights and domestic oppression. Western negotiators prioritized nuclear and missiles restrictions and regional security while sidelining the people’s suffering under an authoritarian regime. The economic relief from the deal landed in the hands of regime elites, particularly the Islamic Revolutionary Guard Corps (IRGC) and their affiliates. Ordinary peoples saw little benefit. Instead, the regime doubled down on its crackdown against marginalized groups, including Kurds, Baloch, and Arabs. With reduced external pressure, Tehran felt emboldened to impose its Persian-Shia ideological hegemony even more aggressively.

Now, with talks of a renewed deal resurfacing, one must ask: will this agreement, like its predecessor, serve only the regime’s interests? Trump’s letter outlined conditions for sanctions relief, including an end to Iran’s nuclear weapons program, cessation of uranium enrichment, ceasing financial support to Hezbollah and halting arms transfers to the Houthis, and dismantling its militias in Iraq. However, these terms, like before, fail to address the human rights abuses within Iran. If a future deal ignores these realities, it will once again be the oppressed groups who pay the price.

The absence of human rights considerations in Western negotiations with Iran is not incidental—it is a consistent pattern. Historically, the West has often prioritized short-term strategic gains over the long-term aspirations of the people in Iran. The result has been a cycle of diplomatic engagements that empower the ruling elite while leaving everyday people in a deepening state of economic hardship and political repression. Sanctions relief, while theoretically aimed at improving the people’s economy, has instead served as a financial injection for the regime’s military-industrial complex, allowing it to tighten its grip on power.

For Iran’s diverse population—comprising Baluchis, Kurds, Armenians, Qashqais, Azeris, Arabs, Turkmens, Gilakis, Tabaris, Talyshis, and religious groups including Jews and Bahais—a nuclear deal that fails to address their plight could be devastating. The regime’s persecution of non-Persian groups has been marked by disproportionate executions of Kurds and Baluchis, arbitrary detentions, and systematic cultural suppression. Economic marginalization has left these groups disproportionately affected by unemployment, poverty, and lack of access to basic services. A deal that does not explicitly condition sanctions relief on improvements in human rights will serve as yet another tool for the government to sustain its policies of repression and forced assimilation. Moreover, the suppression of dissent extends to students, journalists, and activists who have faced severe crackdowns for expressing opposition to the regime’s policies.

This regime operates outside conventional norms, yet Western commentators in mainstream media, instead of acknowledging the ideological and religious motives of Iran’s Shi’ite rulers, continue to search for rational justifications that overlook the regime’s true nature. If the past is any indication, a nuclear deal without guarantees for the people of Iran will reinforce the status quo: economic benefits funneled to regime elites, intensified repression of national and ethnic minorities, and continued expansion of Iran’s regional influence at the expense of its citizens. A more “comprehensive” approach to diplomacy with Iran must incorporate human rights as a core negotiating principle. Strict oversight and accountability measures must be implemented to prevent state-controlled entities, such as the judiciary, from imposing verdicts on the people, and the IRGC from monopolizing financial resources and oppressing dissidents. Furthermore, human rights organizations and genuine opposition figures should have a voice in shaping the terms of any agreement.

Ultimately, the goal of any nuclear deal should also aim to create conditions that empower its people to pursue democratic aspirations. A policy that prioritizes human rights alongside the security of Israel and the US would be strategically effective in fostering long-term stability in the region.

Nuclear Diplomacy or Regime Survival? Rethinking the Iran Deal was originally published on Global Security Review.

The conflict caused widespread destruction and displacement, exacerbating the long-standing humanitarian crisis in the region. It then extended into Lebanon, where Iran-backed Hezbollah engaged in hostilities against Israel. On November 27, 2024, following months of intense confrontations, the US brokered a 60-day ceasefire, allowing thousands of displaced individuals to return to southern Lebanon. However, the ceasefire’s durability remains uncertain, with speculation concerning potential violations and the broader implications for regional stability.

In Syria, rebels led by Hayat Tahrir al-Sham (HTS) capitalized on regional unrest to seize control of key areas, including Aleppo, Idlib, and Hama. The Assad regime’s traditional allies—Iran, Hezbollah, and Russia—were preoccupied with their own conflicts, allowing the Assad regime’s overthrow. HTS, which is presumably anti-Iran, is making Syria more difficult for Iran to influence. Iranian influence allowed the regime to transit armaments to Hezbollah in Lebanon.

Over the past year, Israel intensified its military operations to degrade Iran’s proxy forces across the Middle East, employing a combination of airstrikes, special operations, and strategic assassinations. On October 26, 2024, Israel launched Operation Days of Repentance, targeting over 20 locations in Iran, Iraq, and Syria. This operation significantly damaged Iran’s capabilities for missile production and utilization of its air defense systems.

This also included the destruction of long-range surface-to-air missile batteries and detection radars. Israeli operations employed targeted assassinations to eliminate key figures within Iran’s proxy networks, including Hassan Nasrallah, who was eliminated in an airstrike in Beirut on September 27, 2024, along with other senior officials. Previously, on July 31, 2024, in an operation attributed to Israel, another notable assassination in Tehran, Iran, eliminated Ismail Haniyeh, the political leader of Hamas.

Furthermore, Israeli special forces conducted covert special operations and missions to disrupt Iran’s proxy activities. For instance, in September 2024, Israeli commandos raided an underground facility near Masyaf, Syria, known for its weapons development and potential use by Iran and Hezbollah to produce precision-guided missiles. Israeli forces also captured Ali Soleiman al-Assi in southern Syria in November, accusing him of aiding Iranian intelligence efforts.

Despite the systematic degradation of Iran’s proxy forces in the region, Iran continues to advance its nuclear program, posing a significant threat to the region. The head of France’s foreign intelligence agency stated that Iran’s nuclear proliferation poses a serious threat in the coming months, and both France and the United Kingdom are developing strategies to counter this threat.

However, the current geopolitical and military dynamics may present a unique opportunity for Israel to strike Iran, with a focus on neutralizing its nuclear and regional threats. A combination of factors, particularly the expectation of a West-backed Israeli military action to prevent Iran from acquiring nuclear weapons, can underpin the reasoning.

Degraded Proxy Capabilities

In the past few months, Israel has effectively degraded the operational strength of Iranian-affiliated groups such as Hezbollah, Hamas, and Shia militias in Syria and Iraq. Moreover, the precise eliminations of various leadership divisions within Hezbollah and Hamas significantly undermine the command frameworks of Iran’s affiliates and their capacity to orchestrate operations.

Furthermore, Israeli precision strikes and covert operations effectively dismantled essential facilities supporting these groups, thereby diminishing their capacity for swift counteractions. With its proxies weakened, Iran is likely encountering difficulties in coordinating a robust regional strategy.

Israeli operations significantly degraded Iran’s air defense systems, including their Russian S-300s and other advanced defense platforms. This leaves critical facilities, including nuclear sites like Natanz and Fordow, more exposed to precision strikes aimed at eliminating Iran’s nuclear threat. Some Western experts believe that a successful strike now could potentially delay Iran’s nuclear ambitions for many years.

Domestically, Iran is also facing severe economic challenges, including unemployment, inflation, and widespread dissatisfaction among its population, which was further fuelled by protests over the past two years as a result of the dire economic situation of the country as well as the increasing repression by the regime. Ongoing protests and internal dissent are already straining the regime’s resources. Analysts believe that Iran’s leadership is significantly preoccupied with maintaining internal stability rather than launching a significant retaliatory campaign.

Overall, reports indicate that Iran’s national funds are nearly depleted, along with most of its financial resources being drained by its support to military and proxy activities. In addition, energy shortages, including electricity and gas, have fueled Iran’s economic crisis, thus, severely impacting its citizens and therefore further increasing civil unrest towards the regime.

That said, there is already a growing gap between the government and the public. This gap spans economic, political, and social aspects along with the increasing dissatisfaction over the government’s inability to address internal civil needs in parallel to the increasing repression by the regime.

Iran’s nuclear program is progressing at a rapid pace, with the emergence of reports indicating the installation of advanced centrifuges and uranium enrichment nearing the weapons-grade levels. Israel and the West may be seeing this as a narrowing window of opportunity to act decisively before Iran develops a nuclear weapon or possesses weapons-grade uranium. The possibility of delaying a firm action could allow Iran to fortify its facilities further or even achieve a nuclear breakout.

Iran’s foreign minister recently stated that if the West proceeds with the threat of reimposing all United Nations sanctions, Iran is likely to move toward possessing its own nuclear weapons. This statement raises concerns about the effectiveness of the sanctions against Iran over the past years in advancing its nuclear objectives.

The ceasefire with Hezbollah and reduced clashes with Hamas is expected to establish a brief respite in regional conflicts. However, the US and European allies are growing increasingly exasperated with Iran’s unwillingness to engage on its nuclear program, which could render decisive action more acceptable on the diplomatic front. Arab nations, while cautious, share concerns about Iran’s regional influence and the progress in the development of its nuclear capabilities.

Although Iran held a new round of nuclear talks with France, Germany, and the United Kingdom on November 29, 2024, talks resulted in minimal progress and no immediate course of action. This underscores the fact that diplomatic discussions with Iran yielded nothing in recent years, except for Iran’s continued advancement in its nuclear aspirations.

Furthermore, this will likely increase Europe’s shift towards adopting a hard-line position regarding engagement with Iran on nuclear issues. In this respect, it was reported that US President-elect Donald Trump is weighing options in countering Iran’s nuclear developments, including the option for a preventive airstrike.

Recent Israeli successes against Iran and its proxies created strategic momentum. Waiting too long could allow Iran to rebuild its defenses and recover its regional proxies to actively engage in attrition warfare with American and Israeli forces in the Middle East. This could occur while potentially working covertly in strengthening its own nuclear program. In this respect, some security analysts may argue that a Western-supported Israeli strike would leverage the latter’s current military and intelligence superiority in countering Iran’s regional proxies.

While highlighting these opportunities, it is also important to anticipate the possible risks, including the regional escalation involving Hezbollah, Yemen’s Houthis, Iraqi militias, and Syria. The risk of fully strained international relations with Iran also exists, especially if a strike triggers widespread civilian casualties or destabilizes global oil markets. Furthermore, a military action could arguably accelerate Iran’s nuclear ambitions clandestinely.

Those advocating for prompt action are likely to contend that the dangers of failing to act against Iran surpass the dangers of launching a pre-emptive strike before it is too late, putting Iran in a position to acquire nuclear weapons or nuclear-grade enriched uranium. It can be argued that the current moment is a fleeting alignment of weakened Iranian proxies, vulnerable defenses, and growing nuclear threats, making it a strategically opportune time to act decisively in pressuring Iran to refrain from pursuing its nuclear program. Finally, with President’s Trump return, it can be assumed that the new US administration may not have the immediate intention to pursue diplomacy with Iran, instead it would be more likely that a “maximum pressure” campaign would be adopted.

Mohamed ELDoh, PhD, is a business development and consulting professional in the defense and security sector. He regularly authors articles addressing defense cooperation, counterterrorism, geopolitics, and emerging security threats in the Middle East and Africa.

Is This the Right Moment to Act Against Iran on All Fronts? was originally published on Global Security Review.

For Arab states, the current situation in the Middle East, US, and regional Arab partners presents an opportunity to work on realigning strategic interests and unify stances on critical files, including but not limited to the conflict in Gaza and Lebanon, the rising tensions in Syria, Iran’s regional agenda, the war in Sudan, and the increasing instability in Africa. This is all made worse by Russia’s growing influence across the continent, including but not limited to Libya and West Africa.

There are three main pathways Middle Eastern governments should pursue in navigating the complex dynamics of Trump’s second term. These approaches can further enhance US-Arab cooperation.

First, they should strengthen regional security cooperation with the US. The Trump administration adopted a more “hands-off” approach during his first term, encouraging regional players to take greater responsibility for security issues. While this may seem advantageous, as it motivates America’s regional Arab partners to fortify their security frameworks, bolster the development of their defense capabilities, forge regional alliances, and cultivate rapid-response capabilities to manage intricate and intensifying threats, the region has never experienced such a high concentration of security risks and geopolitical tensions.

Accordingly, Trump’s return to the White House could significantly alter American engagement in Middle Eastern conflicts on a diplomatic as well as a military front. While Arab and American defense and security cooperation, particularly with Gulf Cooperation Council (GCC) nations, steadily improved over the past several decades, escalating regional tensions necessitate closer security cooperation.

Furthermore, Arab states face multifaceted threats from non-state actors and cross-border insurgencies. The Houthis in Yemen, for instance, continue to pose a serious risk through their use of drones, missiles, and other asymmetric tactics. Given the Trump administration’s prior backing of Saudi operations against the Iranian-backed Houthis, Arab states should use this time to rally support for a collective defense strategy.

This should involve the creation of a coalition to monitor Houthi activities in Yemen and across the Gulf, establish missile defense systems, and coordinate intelligence-sharing to counter both Houthi and Iranian influence in the region, which is likely to increase if not countered proactively. Regardless of the geopolitical context of the Houthis’ missile attacks on Israel, the firing capabilities they possess presents an existing threat to regional Arab states, especially those states perceived by Iran as American allies.

The situation with the Houthis in Yemen is even more complex than it seems. While it seems that Iran is the main influencer over the Houthis’ actions, concerns are growing over the possible support the Houthis are receiving from Russia. There is also a belief that Iran is facilitating negotiations with Russia to supply advanced missiles to the Houthis. If confirmed, this strategy already proved successful for Russia in West Africa. There, Russia succeeded in supplanting the West’s influence in the region. It appears that Russia is likely pursuing a similar strategy through the Houthis to expand its influence in the region surrounding the Red Sea.

The Red Sea remains strategically vital, not only for Arab states along its coast but for global energy markets and trade. With American forces taking the lead in trying to mitigate the Houthi threat to international maritime security, Egypt, Saudi Arabia, and the United Arab Emirates (UAE) will need to take a leading role in jointly securing these waters. Undoubtedly, the Red Sea requires enhanced security coordination. A joint Arab-Western naval task force could assist in patrolling shipping routes, countering smuggling and piracy, and monitoring hostile activities from Yemen. Establishing a formalized security alliance with a mandate to promptly respond to Red Sea threats would also empower Arab states to protect this vital trade route from disruptions caused by the escalating regional tensions.

Second, the Arab states should establish clear strategies for key regional conflicts. Trump already demonstrated a strong pro-Israel stance and a preference for rapid conflict resolution in areas like Syria and Yemen. Middle Eastern states should prepare for a Trump-led push toward “finishing” ongoing conflicts quickly. By articulating clear positions on key conflicts, Arab states can ensure their voices are considered in any accelerated diplomatic initiatives or negotiations aimed at de-escalating the rising tensions in the Middle East.

Iran’s influence in the Middle East remains a unifying concern for most of the Arab states, especially those in the Gulf. Trump previously adopted a “maximum pressure” policy against Iran, along with stricter sanctions and renewed efforts to isolate Tehran diplomatically. To capitalize on this stance, Arab states might consider forming a Gulf-led coalition that directly addresses Iran’s regional activities, particularly in Iraq, Lebanon, and Syria.

Iran is also trying to influence the conflict in Sudan and other parts of Africa via different means, including the supply of drones. Enhanced joint counterterrorism programs, intelligence sharing, and military exercises with Arab, African, and Western states would ultimately improve their collective capacity to deter Iran’s influence and destabilizing operations.

Iran’s nuclear program remains a daunting issue. Iran continues to progress its nuclear capability and may one day decide to break out of current restraints.

The Israeli-Palestinian conflict, especially the Gaza situation, remains a flashpoint with the potential to escalate regional instability given the growing humanitarian crisis in Gaza. Trump is likely to adopt a pro-Israel stance, perhaps further supporting Israel’s objectives in Gaza and across the West Bank, which could lead to intensified confrontations.

Arab states, especially those participating in the Abraham Accords, are likely to strike a delicate balance. Arab states will mostly maintain new alliances with Israel to counter Iran and its proxies in the Middle East while simultaneously supporting Palestinian civilian and humanitarian rights. Establishing diplomatic channels and regional communication frameworks dedicated to de-escalating potential violence in Gaza and supporting humanitarian efforts could prevent larger-scale disruptions.

Third, engage proactively with the US on trade and economic reforms. Trump’s “America First” policy often includes economic demands, which could translate into renewed expectations for favorable trade agreements or investments. Arab states should be ready to highlight their contributions to American economic interests, particularly in energy, infrastructure, and tech investments, including artificial intelligence and the acquisition of advanced defense and security platforms. By advancing reforms that make their markets more attractive to American investors, Arab nations can enhance their economic relationship with the US and position themselves as valuable trade partners, thus securing a foothold in Trump’s strategic calculus.

However, Trump’s likely shift to a more confrontational stance toward China could offer both challenges and opportunities. Middle Eastern states, particularly those heavily involved in China’s Belt and Road Initiative and oil exports, should prepare for potential pressures from Washington to limit Chinese economic influence. To balance these dynamics, Arab states could focus on diversifying alliances beyond the US-China dichotomy, enhancing relations with countries in Asia, Africa, and Europe.

That said, the ambitious India-Middle East-Europe corridor (IMEC) project announced during the 2023 G20 summit still holds great potential for regional integration and trade. Furthermore, the project which mainly involved India, Israel, Jordan, the Kingdom of Saudi Arabia (KSA), and the UAE has the full support of the US. In this respect, despite the challenges facing IMEC, it still presents an opportunity for all the involved nations to strategically engage with Trump on an economic front.

Understanding the internal divides within the US will be crucial for Arab states as they navigate the Trump administration. Trump’s “America First” base and his support among conservative Americans may reshape US foreign policy in ways that do not align with traditional Arab interests. By strengthening ties not only with Trump but also with Congress, local leaders, and both major US political parties, Arab states can foster a more balanced approach and create broader support for their long-term interests within American policy circles.

Trump’s return to the White House brings new opportunities and challenges for Arab states, particularly during a period of reshaping the region’s geopolitical power. By proactively engaging with the US, strengthening alliances, and enhancing their regional security frameworks, Arab nations can adapt to the changing American foreign policy landscape. In doing so, they will be better positioned to secure their interests and foster regional stability amid Trump’s renewed presidency.

Now That Trump Is Back, What Should Arab States Do? was originally published on Global Security Review.

In March 2023 Azerbaijan finally opened its embassy in Israel, despite establishing bilateral relations in 1992. Baku opted to open its embassy in Tel Aviv after restoring its territorial integrity. The next month, in April 2023, Israel inaugurated its embassy in Ashgabat, Turkmenistan, making it the closest Israeli embassy to Iran, just 17 km from the Iranian border. Iran followed all these diplomatic moves with annoyance and concern.

Normalization of Saudi-Israeli relations was also widely discussed as an extension of the Abraham Accords. Momentum similarly grew in 2022 for Israel and Turkey to normalize their strained relations. At the next meeting between Israeli prime minister Benjamin Netanyahu and Turkish president Recep Tayyip Erdoğan, they agreed to continue developing bilateral relations and to pay official visits to each other.

Azerbaijan’s initiative to set a new trilateral format for cooperation between Azerbaijan, Israel, and Turkey was advancing rapidly in an environment of geopolitical uncertainty for Tehran. The October 7, 2023, attack on Israel gave Iran the chance to derail possible Saudi-Israeli and Turkish-Israeli ties and stop the Azerbaijani initiative for trilateral cooperation in its tracks.

Tehran seized the opportunity of the war in Gaza to pursue its grand, multidimensional strategy. It is using economic means, via a set of coercive actions, to achieve foreign policy objectives, something widely overlooked. Iran’s multidimensional strategy seeks to achieve multiple goals simultaneously, in both the Middle East and South Caucasus.

Iranian strategy prioritizes using economic means to isolate Israel by derailing its relations with Turkey, Azerbaijan, and the Gulf Arab states. Iran’s subtle, calculated, approach also intends to inflict an economic blow on Azerbaijan, Israel, and Turkey, which makes substantial revenue from the export of oil via Turkey to Israel.

Considering the global nature of the modern economy, economic power plays a significant role in shaping geopolitical outcomes and foreign policy. In this case, Iran’s usage of political, diplomatic, and media instruments, as well as its regional proxies like the Houthis in Yemen, merits analysis. The use of economic means to shape geopolitical outcomes and achieve foreign policy goals is the cornerstone of Iran’s multidimensional strategy. Iran does not possess the necessary economic means, by itself. However, the Islamic Republic does possess significant geopolitical assets in the form of proxy groups and diplomatic and media resources, which it is using to hinder or shut down global navigation and prevent the flow of strategic commodities to Israel.

The late Iranian foreign minister, Amir Abdollahian, called on Muslim-majority countries to impose an oil embargo on Israel and expel its envoys in October 2023. Iran’s Supreme Leader Ayatollah Khamenei called on Muslim countries to cease trade, particularly food and oil with Israel, the following month. Hasan Nasrallah, leader of Hezbollah, Iran’s Lebanese proxy, followed Ayatollah Khamenei’s call and appealed to Arab and Islamic countries to impose an oil embargo on Israel.

The call for an economic boycott of Israel by Muslim-majority states gives an insight into Iran’s multidimensional strategy. The late Iranian president, Ebrahim Raisi, also reiterated Ayatollah Khamenei’s call for a boycott of Israel at the Arab-Islamic Summit in Riyadh in November 2023. President Raisi argued that Islamic countries must cut diplomatic relations as well as refuse to buy Israeli goods, echoing Khamenei’s call. Weeks after his call for an economic boycott, Ayatollah Khamenei had urged Muslim countries that have diplomatic relations with Israel to halt diplomatic ties for a limited period. In January 2024 Ayatollah Khamenei repeated his call for a total blockade of Israel by Muslim countries.

The official rhetoric of Iran’s leaders clearly shows Tehran’s multidimensional strategy of using the war in Gaza to isolate Israel economically, impose an oil embargo, destroy economic and diplomatic ties between Israel and Muslim-majority countries, and position Iran as a major geopolitical force in the region. To implement this strategy Iran has employed coercive media propaganda against many countries, including Azerbaijan, Kazakhstan, and Turkey. Iranian media has intensified criticism of Turkey for its trade and economic ties with Israel and Azerbaijan for oil exports via the Baku-Tbilisi-Ceyhan pipeline, which meet 40 percent of Israel’s demand for crude oil.

Iranian media has also targeted Turkish president Erdoğan for not cutting trade relations with Israel, which was actively used within Turkey by Islamist circles including the leader of the Islamist New Welfare Party (YRP), Fatih Erbakan, in recent local elections. The New Welfare Party, which sympathizes with Iran, managed to get 6.1 percent of the nationwide vote—contributing to Erdoğan’s first election loss in decades. When Erdoğan’s ruling party suffered the election setback, he launched economic measures against Israel, halting trade. Iranian media propaganda and the active shaping of the narrative in the run-up to elections in Turkey yielded a significant result by creating strain in diplomatic and economic relations between Turkey and Israel. The multidimensional Iranian strategy of achieving goals in multiple theatres has so far succeeded in two places: Turkey and Yemen. Using the Houthis to disrupt maritime shipping, Iran positioned itself as a key player that can shut down trade not only in the Persian Gulf but also in the Bab al Mandab Strait.

Iran’s strategy of using economic means to achieve its goals also entails containing and weakening Azerbaijan by inflicting significant revenue losses. Not only does Azerbaijan meet nearly 40 percent of Israel’s demand for crude oil, Azerbaijan’s state energy giant SOCAR alongside British Petroleum and Israel’s NewMed were awarded a license to explore an area to the north of Israel’s Leviathan gas field in the Eastern Mediterranean. The strong bilateral and multifaceted relations between Israel and Azerbaijan have long been a primary concern for the Iranian establishment. The military-technical partnership between Israel and Azerbaijan helped Baku boost its national security and defense, as well as to retake control of its territory from occupying Armenian forces. Changes in the realities of South Caucasus politics since 2020 are a security concern for Tehran. Constant Iranian media attacks against the Baku-Tbilisi-Ceyhan oil pipeline are part of the multidimensional Iranian strategy.

Better understanding Iran’s strategy is important if the United States desires to counter those efforts. Iran’s use of hybrid warfare, proxies, media propaganda, and blackmail—to force neighboring countries to cut economic and diplomatic ties with Israel—is having some success but is not in the interest of the region. Iran’s primary goal is to derail the normalisation process under the Arab-Israeli Abraham Accords; to strain Turkish-Israeli diplomatic and economic ties; to damage Azerbaijan’s independence by targeting its primary source of revenue; to prevent the emergence of the Azerbaijan-Israel-Turkey trilateral cooperation; and to prevent further diplomatic normalisation of relations between Israel and Muslim-majority states. It is only through understanding Iranian efforts that the United States, Israel, and the larger region can prevent Iran’s success.

Rufat Ahmadzada is a graduate of City, University of London. His research area covers the South Caucasus and Iran. Views expressed in this article are the author’s own.

Iran’s Multidimensional Strategy was originally published on Global Security Review.

This is not a proxy war from the Cold War or the Global War on Terror. The West is in a hot war with Iran, and the United States must act accordingly. American focus on containing the conflict in Israel and Gaza is undermining Israeli deterrence. An anemic campaign of limited attacks against the Houthis is failing to deter Iran in the Red Sea, damaging American credibility and promoting Iranian and Houthi prestige.

By contrast Israel understands it is in an existential fight and has an appropriate strategy.  They are systemically destroying enemy forces and can hold Iran’s high-value targets at risk.  Iran should not doubt that October 7, 2023, put its nuclear program and critical infrastructure on the target list. Israel will deal with the Iranian threat with or without American support.

For Israel, American involvement is always a two-edged sword. American politics, Western pressure, and arbitrary red lines are often liabilities that disadvantage Israeli deterrence.  In fact, Israel began a no-holds barred information campaign, targeting media and anti-Jewish forces in the US and Europe. Some Israeli voices attacked the “River to the Sea” narrative characterizing the “two-state solution” as a de facto Iranian occupation of the Jewish homeland.

Deterrence is a coercive spectrum from positive to punitive. Carrots are not working, which leaves only sticks. Curtis McGiffin argues that provocations by Iran, including more than 160 attacks on American forces since October 7, 2023, combined with anemic policies of appeasement and the bribery of Iran, irreparably damaged deterrence in the region.

McGiffin points to statements by IRGC General Hossein Salami that Iran is not afraid of war with the United States. Why should they? Iran’s conduct of grey zone war for decades, with few repercussions, only encourages further aggression. Finally, McGiffin argues that America must formally declare war if we are going to cross the Rubicon and attack targets inside Iran.

That position is debatable. After the Cold War, conventional military superiority empowered the US to act whenever there was sufficient will, constrained only by the imperative to avoid escalation with another nuclear-armed power.

Game theory can be instructive in this case. It teaches risk aversion (Prospect Theory) is a powerful incentive and a key predictor of behavior. Decision-makers will irrationally forego probable gains to avoid improbable losses. It also shows that in an iterative game, players learn from previous opponent actions. The Mullahs learned from American behavior that the US is irrationally risk-averse when it comes to conflict with Iran.

Diplomacy is insufficient without a credible threat to back it up. The United States is standing in a forest fire asking everyone to put away the matches when it needs the deterrence equivalent of backburning. This requires the President to take a significant step up the escalation ladder to re-establish deterrence. Israel is doing this while the US dithers.

Iran is a cancer that has metastasized to threaten the region and the world. America’s ineffective tit-for-tat strategy only emboldens Iran. However, since the hostage crisis (1979) and the Desert One/Operation Eagle Claw fiasco, there was/is little American appetite to deal effectively with Iran. As a result, Tehran has capitalized on American weakness at every turn.

Presidents Ronald Regan and George W. Bush deterred the nation’s enemies by inflicting unacceptable losses, backed by overwhelming military and economic capacity. Operation El Dorado Canyon missed killing Muammar Gaddafi by minutes. The US Air Force enforced no fly zones over Iraq for a decade to punish and contain Saddam Hussein. After the American removal of Saddam, Gaddafi opted out of the extended axis of evil, voluntarily eliminating his weapons of mass destruction programs and long-range ballistic missiles. Even President Bill Clinton “went downtown” bombing Serbian power plants and Serbian President Slobodan Milosevic’s cronies. Instead, Presidents Barack Obama and Joe Biden bribed Iran and put the United States only twelve days away from an Iranian nuclear weapon.

Iranian instigated attacks in the region can no longer be met with impotence and half measures. Swift decisive American action directly against Iran is now essential. Drone attacks on American forces call for the prompt destruction of Iranian drone production facilities and IRGC command and control nodes inside Iran. Harassment of international shipping and attacks on US naval vessels require the destruction of Iranian naval forces and oil-exporting infrastructure.

Chamberlain was wrong in 1939 and his disciples are wrong today. Iran is an implacable foe, and it must be de-fanged. America must make rational choices based on reality. The Mullahs began their war against the US on November 4, 1979. After 45 years, the only rational strategy is to eliminate Iran as an existential threat.

The immediate elimination of the Iranian nuclear program is a necessity. Anything less is delaying an inevitable conflict with a nuclear-armed enemy determined to kill Americans and incinerate Israel.

Colonel (Ret.) Kirk Fansher (USAF) is a Senior Fellow at the National Institute for Deterrence Studies. The views expressed are the author’s own.

The US Is Undermining Deterrence with Iran was originally published on Global Security Review.

Today, international order is breaking down. Essays by Walter Russell Mead, Victor Davis Hanson, and Nadya Schadow, for example, detail this breakdown, and all reference China and Russia as top culprits. The October 2023 report from the Commission on the Strategic Posture of the United States likewise weighs in with an acute warning that China, Russia, North Korea (DPRK), (and soon Iran) are now in the business of using nuclear weapons as a coercive tool with which to secure their objectives—raising the danger of nuclear conflict to the highest level since the 1945 dawn of the nuclear age.

American nuclear deterrent strategy is part of the international order and prevented direct military conflict between the Soviet Union and the United States. Throughout the Cold War, American extended deterrence over NATO and allies in the Pacific prevented, respectively, a Soviet invasion of Western Europe and a repeat of the DPRK invasion of the Republic of Korea (ROK).

During the Cold War’s nearly five-decade-long struggle, the US faced one nuclear-armed peer adversary. In  2022 as the head of US Strategic Command warned, the US will soon face not one but two nuclear-armed peer competitors and do so for the first time in its history.

The unique dangers of this environment are reflected by the manner with which Russia and China see deterrence. Their goals are not designed to prevent war, but to embolden both nations to successfully engage in aggression—such as against Ukraine and potentially against Taiwan. Their nuclear capability acts as an umbrella under which they succeed in preventing the United States from defending the rules-based order. If the US stands down, military aggression succeeds and is not deterred.

Today’s emerging strategic environment contains a change that is not fully appreciated. American conventional military superiority, for example, is believed to help guarantee American and allied security. The US kicked Iraq out of Kuwait in 1991, defeated the Taliban in Afghanistan in 2001 and Saddam Hussein’s regime in 2003, and decimated ISIS a decade later—all through conventional military superiority. American strategy, then and now, relies on superior technology and precision weapons, all backed by the nation’s nuclear arsenal.

However, when President Yeltsin decreed in April 1999 that the Russian military would develop highly accurate and very low-yield battlefield nuclear weapons, he set Russia on a path that now enables President Vladimir Putin to dominate warfare in Europe. China is in the process of adopting a strategy that threatens to introduce limited nuclear strikes into the conventional battlefield mix—“escalate to win”—leading the former commander of US Strategic Command to conclude that American conventional battlefield superiority “cannot hold.”

Without a robust and credible nuclear deterrent to restrain adversaries from using nuclear weapons, American plans to prevail on the conventional battlefield will no longer hold. And equally invalid is the Global Zero assumption that the US can prevail on the battlefield if the United States relies on conventional forces in a conflict that goes nuclear.

What then can the US make of the push by Russia, China, North Korea, and Iran to rewrite the rules of international behavior? That is, what should Americans make of what Russia describes as the unfair unipolar agenda and Iran describes as the great “global arrogance”? Americans should certainly worry that the nation is unprepared for the years ahead.

China’s growing nuclear arsenal emboldens President Xi Jinping to run roughshod over the South China Sea and its Philippine neighbors—flying military aircraft and steaming naval vessels recklessly in international waters. China may also be assisting Venezuela’s effort to grab oil-rich areas of Guyana. This is all taking place at a time when China is seeking bases on the Persian Gulf and near Gibraltar.

Russia’s invasion of Ukraine and regular threats to use nuclear weapons need little description. This is at a time when Russia maintains at least a 10 to 1 advantage in tactical nuclear weapons over the United States.

Nearly nuclear-armed Iran, partially under the protection of Moscow and Beijing, wages war through Hamas, Hezbollah, Islamic Jihad, and the Houthis. The Iranians and their allies are killing thousands, grabbing commercial vessels in the Persian Gulf, assassinating regime opponents, and ransoming hostages. The American response is, at best, muted.

North Korea recklessly and with impunity fires hundreds of missiles over Japanese and ROK territory and manages a vast international criminal complex of drug running, human trafficking, and weapons transfers, all while imprisoning millions of its own people in the world’s worse gulag. This is all made possible by China. It is through Chinese banks that North Korea avoids sanctions and finances its ongoing mayhem, including its nuclear program.

In short, the United States faces a daunting challenge that it must manage if the American-led international order has any hope of surviving the growing challenges the mayhem brothers present. The time to act is now.

The Mayhem Brothers: Russia, China, North Korea, and Iran was originally published on Global Security Review.