Prof. Ted Postol: Iran Already Achieved NUCLEAR DETERRENCE Against Israel
Dialogue Works | April 3, 2026

Global Times | April 3, 2026
When Donald Trump threatened to withdraw the US from NATO, Western capitals seemed not to show particular surprise; it was clear they had anticipated it. But the more important question is why, at this particular moment, such a statement could be made at all.
NATO’s current crisis is the consequence of a slow, structural erosion that has been underway for decades. It is also due to its inability to keep pace with the rapidly developing multipolar world.
The alliance’s original logic was straightforward. The Soviet Union posed a clear and present danger. Western Europe needed American protection. Washington needed strategic depth on the European continent. The threat was real, shared, and sufficient to hold divergent interests together.
That threat disappeared in 1991. NATO did not. Instead of dissolving, the alliance tried to consolidate its coherence. Therefore, it had to find a new target.
It began expanding eastward, then globally. Some voices have called for extending its reach into the Indo-Pacific, even to form an “economic NATO” against China, raising questions about NATO’s strategic focus and relevance in a changing world.
An alliance that must continually invent new enemies to justify its existence is already in structural trouble.
In an increasingly multipolar world, NATO’s attempt to wield military power, primarily through American power, to manage global affairs is no longer possible. However, some within NATO have not recognized this change.
The deeper problem is that Western interests have quietly but fundamentally diverged. When the Russia-Ukraine conflict erupted, Europe absorbed the consequences, including soaring energy prices, industrial outflow, and waves of refugees. Today, Europe’s economic outlook is sluggish, and trade friction with the US persists.
Europe has begun asking an uncomfortable question: Are we defending shared values that unite us, or merely subsidizing others’ strategic ambitions? This distinction has raised doubts about the alliance’s purpose.
The war in Iran has sharpened that question considerably.
European governments refused to participate. Even Britain, Washington’s most reliable partner, declined. This was not betrayal but a calculation rooted in domestic political shifts and strategic priorities, illustrating how internal political changes in key NATO members influence alliance cohesion and decision-making.
Trump’s rise is itself a symptom of deeper forces. America’s middle class has hollowed out. The US failures in Afghanistan and Iraq destroyed the domestic legitimacy of overseas intervention. Younger Americans show little attachment to the idea of their country as the world’s indispensable guarantor.
The fiscal arithmetic is unforgiving. The US federal debt has exceeded $36 trillion. Interest payments now surpass the defense budget. The cost of maintaining a global military presence is real, recurring, and increasingly unsustainable. This is not ideology. It is arithmetic.
As for an economic NATO directed at China, the very ambition reveals the depth of Western strategic anxiety. But if the military alliance is already fracturing, what would hold together a coalition that would ask its members to prepare for a long economic war with China, the world’s second-largest economy? Such a move would be fatal for NATO member states.
The idea of using NATO to expand Western ideology globally is either out of touch with the times or simply foolish. NATO no longer possesses that kind of power.
History offers no example of a great power that maintained its global commitments indefinitely after internal contradictions, economic decline, and domestic fractures. The US will not be the exception, highlighting the need for strategic adaptation.
NATO’s story is not yet finished. But the forces pulling it apart are not the invention of any single administration. They are the accumulated weight of unresolved contradictions, contradictions that have been building since the wall came down.
Trump did not create that weight. He simply brought forward the moment it hit the ground.
The war in Iran has provided the world with a window into what awaits hegemonic powers if they fail to keep pace with global progress. The fate of NATO is no exception.
Xinhua | April 4, 2026
A poll conducted by Gallup found that China surpassed the United States in global approval ratings in 2025, with a median of 36 percent approving of China’s leadership, compared with 31 percent for the United States.
Gallup’s report published Friday said China’s five-percentage-point advantage over the United States is the widest it has recorded in China’s favor in nearly 20 years.
The recent shift reflects a decline in US ratings alongside an increase for China. Median approval of US leadership fell from 39 percent in 2024 to 31 percent in 2025, returning to earlier lows, while China’s approval rose from 32 percent to 36 percent, according to the report.
The latest results are based on Gallup surveys conducted in 2025 in more than 130 countries, with around 1,000 respondents in each country. They do not account for recent U.S. foreign policy moves since the beginning of 2026, including its attack on Iran and its withdrawal from 66 international organizations.
Approval of US leadership has declined across many US allied nations, including many NATO partners, and sunk the most in Germany by 39 percentage points.
Daniel Davis / Deep Dive – April 3, 2026
Press TV – April 3, 2026
Iranian Foreign Ministry spokesman Esmaeil Baghaei has revealed hard evidence on the involvement of some Persian Gulf Arab states in the unprovoked US-Israeli aggression against the Islamic Republic.
In a post on social media platform X on Friday, Baghaei published photos of a drone, which was shot down in southern Iran on Thursday, noting that only two regional states possess this drone, without naming them.
“This drone was downed by our brave armed forces over the beloved city of Hafiz and Saadi, Shiraz,” he said, referring to the two prominent Persian poets.
“It could be another (hard) evidence of direct participation and active complicity of some states of the region in US-Israel crime of aggression and war crimes against Iran,” Baghaei said.
The spokesman demanded “clarification” by “either of the TWO STATES of the region that are the users of this drone!”
The downed drone initially appeared to be an American MQ-9. However, military experts say it is actually a Wing Loong-2 drone, which is operated by Saudi Arabia and the United Arab Emirates.
Last month, Foreign Minister Abbas Araghchi said Iran’s neighboring countries should “promptly” clarify their position regarding their role in the “slaughter” of Iranian civilians by the Israeli regime and the United States.
In a post on his X account in mid-March, Araghchi said hundreds of Iranian civilians, including children, have been killed in Israel-US bombings.
“Reports claim that some neighboring states that host US forces and permit attacks on Iran are also actively encouraging this slaughter,” the top Iranian diplomat stated.
He said positions should be promptly clarified on the mass killing of Iranian civilians.
The US and Israel started the latest round of unlawful military aggression on Iran on February 28, some eight months after they carried out unprovoked attacks on the country.
The attacks led to the martyrdom of Leader of the Islamic Revolution Ayatollah Seyyed Ali Khamenei and hundreds of Iranian civilians, including women and children, as well as several senior military commanders.
Iran has carried out extensive retaliatory attacks on US assets in the region and on locations in the Israeli-occupied territories since the very first day of the US–Israeli aggression.
The Islamic Republic says it respects the sovereignty and territorial integrity of its neighbors and that its reprisal attacks are directed at US assets and bases on their soil.
It has also warned regional countries not to allow their territory to be used for attacks against Iran.
Al Mayadeen | April 3, 2026
The United Nations Security Council on Friday postponed a vote on a draft resolution authorizing force in the Strait of Hormuz, as divisions deepen among major powers amid the ongoing war on Iran.
Iranian Foreign Minister Abbas Araghchi warned ahead of the session that any move within the Council could escalate tensions further. “Any provocative action by the aggressors and their supporters, including in the UN Security Council regarding the situation in the Strait of Hormuz, will only complicate the situation,” he said.
The vote, initially scheduled for today, concerned a Bahrain-led proposal that would allow the use of “defensive” force to protect commercial shipping in the strategic waterway. The measure is backed by the United States and several Gulf states, which have been heavily impacted by the disruption of maritime traffic.
However, the session was delayed with no new date announced. Russia, China, and France have raised objections to earlier drafts, particularly over language that could authorize military action, warning that such steps risk widening the war.
Diplomatic wrangling has already forced Bahrain to revise the proposal multiple times. Earlier versions reportedly included language permitting “all necessary means,” a formulation commonly interpreted as allowing military force, before being scaled back under pressure from opposing members.
The evolving text has been repeatedly watered down in an effort to avoid a veto, shifting from explicit authorization of force toward more limited “defensive” measures, with additional conditions on how any action would be carried out.
Despite backing the broader push led by Bahrain and the United States, France has played a more complex role in negotiations. Paris has participated in drafting efforts while also resisting stronger provisions, joining Russia and China in blocking earlier versions of the resolution during the so-called “silence procedure”, effectively preventing its automatic adoption.
At the same time, France has pushed for de-escalation and a delayed or limited mandate instead of immediate authorization of force, amid concerns that military action would further destabilize the situation.
The dispute unfolds against the backdrop of a severe crisis in the Strait of Hormuz, driven by Iranian restrictions imposed in retaliation for US-Israeli aggression. The resulting disruption to tanker traffic has triggered a major shock to global energy markets.
Despite the military buildup, Iran has maintained a controlled approach to maritime transit, allowing selective passage for non-hostile states while restricting vessels linked to the United States, “Israel,” and their allies.

By M. K. BHADRAKUMAR | Indian Punchline | April 3, 2026
The only clue the US President Donald Trump has given in his prime time televised speech on Wednesday at the White House regarding the ending of his war in Iran is that the core “objectives are nearing completion” and that he is “very close” to finishing the war.
The big question is whether Trump is any longer in command of the situation. For all practical purposes, the war seems set to cascade as the US is preparing for a potential ground operation in Iran and threatens to destroy “bridges next, then electric power plants”.
Revealing himself primarily as YHWH (Yahweh) in the Old Testament — the personal, holy, and covenant-making Creator who demands exclusive worship from Israel — Trump thundered, “Over the next two to three weeks, we are going to bring them [Iranians] back to the Stone Ages, where they belong” .
Yet, Iran is in no mood to surrender. Tehran has lost respect for Trump and instead sees him as a master craftsman of the art of deception. The Iranian statements underscore that the US intelligence lacks even the foggiest idea of its capabilities to retaliate.
Perhaps, the most vicious no-holds-barred phase of the war is about to begin, with a dynamics of its own — in particular, taking into account the Israel factor, which is a revisionist power seeking to alter the established international order, rules, territorial boundaries or distribution of power in the West Asian region to better serve the establishment of a Zionist state of Greater Israel.
Israel is keeping its options open to further territorial expansion, the latest evidence being the assault on Lebanon and its back-tracking from US-backed negotiations with Syria. Unsurprisingly, Iran insists that any peace deal must encompass all issues of regional stability and security.
Wars have consequences. They leave behind a lot of debris. But this is not about Iran’s reconstruction alone for which of course, it is legitimately seeking war reparations and a security guarantee.
The bottom line is, after creating new facts on the ground, Trump may simply walk away to the golf course. The most consequential new reality is that the Strait of Hormuz is transforming as a waterway.
By coincidence, the first reaction to Trump’s address on Wednesday came from the global oil market, as prices of rose to $105 per barrel. The Oil Price magazine which provides forward-looking intelligence for energy traders and investment professionals was spot on in its prognosis that “Long-suffering energy investors finally have a reason to smile, with the sector on track to outperform the broader market by its widest margin on record, driven by Middle East conflict … The energy sector’s 14-week winning streak far exceeds previous bull runs.
“Oil & Gas stocks have easily outpaced the erstwhile high-flying tech sector… Leading the charge are U.S. oil majors” — Exxon Mobil returned 33.1% YTD; Chevron Corp (28.5%); Occidental Petroleum (49.6%); ConocoPhillips (38.5%); Marathon Petroleum (43.8%). Wall Street must be feeling elated.
According to Financial Times:
“[US War Secretary] Pete Hegseth’s broker at Morgan Stanley contacted BlackRock in February to make a multimillion-dollar investment in a defence-focused Exchange-Traded Fund (ETF) called IDEF.
“This $3.2 billion fund is built around companies that benefit from increased military spending, including RTX, Lockheed Martin, Northrop Grumman, and Palantir — all major Pentagon contractors.
“The request came just weeks before the U.S.-Israeli strike on Iran, a campaign Hegseth helped shape and strongly supported within the Trump administration.”
Larry Johnson, who worked in the CIA and is by far one of the best American commentators on Trump’s war (and geopolitics in general), wrote a blog this week titled Who Else, Besides Pete Hegseth, is Trying to Use the War in Iran to Get Rich? To quote him, “If you do the analysis on the weapons expended so far in the month-long war with Iran, the opportunity for war profiteering is quite clear… The high expenditure rates, combined with historically low peacetime production [of weaponry] have created a serious “race of attrition” that cannot be quickly reversed.”
Johnson flagged as example that both Patriot and THAAD interceptors are primarily manufactured by Lockheed Martin. He adds, “Which means that Lockheed Martin can expect a major influx of cash to boost production and try to replenish exhausted missile air defence inventories. I wonder who else in the Trump administration and the US Congress are making money off this bloody war?”
Setting aside the sleaze and corruption endemic to America’s wars, like night follows the day, the single new fact on the ground today that has explosive potential and can bring the roof down on the international financial system is the terrible beauty about the Strait of Hormuz as Iran decided to control the use of the waterway by outsiders in war conditions, which is nothing unusual (eg., Straits of Bosphorus which Turkey and Russia control.)
Since the waterway passes through the territorial waters of Iran and Oman, these two countries are entitled to have a say in the regime of maritime traffic in war conditions. It’s a legitimate demand. Nonetheless, Iran is showing flexibility by allowing traffic by “benign” vessels not linked to the two enemy countries, US and Israel. It stands to reason that this flexibility will eventually transform in a post-war scenario into a rational, efficient, secure regime.
Meanwhile, the cascading price of oil has the potential to impact the world economy. Since petrodollar recycling is also involved, this will hit international finance as well — the western banking system in particular — unless it is resolved quickly, smoothly and peacefully with the consent of Iran and Oman. Trump has tactfully made it the concern of Europeans and the Gulf Arab states, the US’ partners in crime in petrodollar recycling who help prop up the dollar as “world currency.”
Hopefully, India’s stance, as articulated by Foreign Secretary Vikram Misri at a meeting hosted in London yesterday, provides a ramp that can be the basis of a permanent solution — namely, “the way out of the crisis consisted of de-escalation and a return to the path of diplomacy and dialogue among all concerned parties.”
Notably, India did not sign up to the meeting’s final statement which expressed readiness by participants to contribute to “appropriate efforts to ensure safe passage through the Strait.” Meanwhile, India’s direct talks with Tehran have been productive and yielded positive results.
Daniel Davis / Deep Dive – April 2, 2026
Al Mayadeen | April 2, 2026
Iran’s Islamic Revolution Guards Corps (IRGC) carried out a large-scale missile and drone operation targeting US-linked industrial and military sites across the Gulf, as part of the 90th wave of Operation True Promise 4.
The operation was launched by the IRGC Aerospace Force and the IRGC Navy in response to US aggression targeting Iran’s steel industry, which killed and injured multiple workers.
“We dedicate this operation to the families of the oppressed martyred workers and warn the delusional American president to refrain from repeating threats that could escalate the war beyond the region and make the world unsafe for America,” the IRGC underlined.
According to the statement, the operation targeted US steel and aluminum industries based in Abu Dhabi in the United Arab Emirates, as well as facilities in Bahrain.
The strikes also hit remaining operational sections of US aluminum facilities that had not been damaged in previous attacks, in addition to sites linked to the Israeli military industries company Rafael Advanced Defense Systems and a hideout of US forces near the Bahraini capital, Manama.
The statement confirmed that key sections of these sites were destroyed.
Casualties among US forces
The operation resulted in dozens of US personnel killed and wounded, according to the statement, with targeted areas immediately sealed off while ambulances continued evacuating casualties for hours.
The strikes unfolded in continuous waves, which began before dawn.
Iran stressed that the attack serves as a warning, affirming that any renewed aggression against its industrial sector will be met with a far more severe response. It warned that future operations could target critical infrastructure of the Israeli occupation and US economic interests across the region.
“These attacks are a warning, and if attacks on Iranian industries are repeated, the next response will be much more painful with attacks on the main infrastructure of the occupying regime (“Israel”) and American economic industries in the region,” the IRGC said.
Second phase of Wave 90
In an update released on Thursday afternoon, the IRGC said that its strikes also targeted major Israeli airbases, including the Tel Nof Airbase, the Palmachim Airbase, and the Ben Gurion Airport, a section of which is being used for aerial refueling operations.
The IRGC dedicated the second wave to Iranian citizens targeted by US-Israeli bombardment, saying that this set of strikes was in direct response to crimes committed by both regimes. The strikes also targeted Israeli occupation forces’ sites in Tel Aviv, Haifa, Eilat, al-Naqab, and Bir al-Sabe’. In the Gulf, the IRGC struck the Ahmad al-Jaber Airbase and the Ali al-Salem Airbases in Kuwait and the al-Kharj Airbase in Saudi Arabia.
Ballistic missiles, carrying heavy payloads, and one-way attack drones were utilized in the attacks.
According to the statement, another early warning radar, deployed in the al-Dhafra Airbase in the UAE, was also hit and destroyed.
Sputnik – 02.04.2026
TEHRAN – The US and Israeli assessment of Iran’s military capabilities is inaccurate, Ebrahim Zolfaghari, a spokesman for the Khatam Al-Anbiya central headquarters of the Iranian military command, said on Thursday amid claims by US President Donald Trump that Iran no longer posed a threat.
“Your information about Iran’s capabilities and military might, as well as our weapons, is incorrect. You do not know anything about our huge strategic potential,” Zolfaghari was quoted as saying by the Iranian state-run broadcaster IRIB.
The facilities destroyed during the attacks by the US and Israel were “nothing,” and the strategic facilities of the defense industry are located in places unknown to Washington, which “it cannot reach,” the spokesman added.
Zolfaghari also warned that the US and Israel should prepare for more powerful and large-scale strikes than before.
By Kelley Beaucar Vlahos | Responsible Statecraft | April 1, 2026
Washington was literally sizzling Wednesday with expectations ahead of President Donald Trump’s evening address on Iran. Would he announce a ceasefire? Would he just declare the war over, wash his hands of the mess, and leave the Strait of Hormuz to the Persian Gulf and Europe? What about a full land invasion?
Turns out he did none of that — except maybe the part about the Strait, but we’ll get to that in a second.
Trump gave a speech that analyst Dan DePetris noted should have been delivered before launching the attacks on Iran on Feb. 28. He spent much of the approximately 15 minutes building a case for bombing the hell out of Tehran for the last 30 days. “The most violent and thuggish regime on Earth,” it “continued their relentless quest for nuclear weapons and rejected every attempt at an agreement.” The U.S. had no choice. “We took them out. We took them all out so that no one would really dare stop them. And their race for a nuclear bomb, a nuclear weapon, a nuclear weapon like nobody has ever seen before, they were right at the doorstep.” He went on:
“Our objectives are very simple and clear. We are systematically dismantling the regime’s ability to threaten America or project power outside of their borders. That means eliminating Iran’s Navy, which is now absolutely destroyed, hurting their air force and their missile program at levels never seen before, and annihilating their defense industrial base. We’ve done all of it. Their Navy is gone, their air force is gone. Their missiles are just about used up or beaten. Taken together. These actions will cripple Iran military, crush their ability to support terrorist proxies and deny them the ability to build a nuclear bomb. Our armed forces have been extraordinary. There’s never been anything like it. Militarily, everyone is talking about it, and tonight, I’m pleased to say that these core strategic objectives are nearing completion.”
So the war is over right? Wrong. According to Trump the U.S. military has “crushed” Iran, but it’s not finished. “Over the next two to three weeks, we’re going to bring them back to the stone ages, where they belong. In the meantime, discussions are ongoing.” (As they say on social media, tell us Iran is fighting back without telling us Iran is fighting back.)
Again, Trump erroneously noted that while he didn’t want regime change “they’re all dead” and the “the new group is less radical and much more reasonable.” He said in his “two to three week” timetable, “if during this period of time… If there is no deal, we are going to hit each and every one of their electric generating plants very hard and probably simultaneously. We have not hit their oil, even though that’s the easiest target of all, because it would not give them even a small chance of survival or rebuilding. But we could hit it and it would be gone. And there’s not a thing they could do about it.”
Iran can retaliate by hitting oil and energy plants in the region harder, but to mention that would say out loud that the Iranians can still fight and are not playing by our rules. Instead, he said not to worry about the high gasoline prices or the oil shortages; we don’t get our oil from the Persian Gulf, and we’ll get more from Venezuela anyway. As for all of the other global commerce which includes almost everything in our current supply chains, he was non-committal to opening up the Strait of Hormuz by force. In an auspicious twist, he put it on everyone else to open the Strait.
“So to those countries that can’t get fuel, many of which refused to get involved in the decapitation of Iran. We had to do it ourselves. I have a suggestion. Number one, buy oil from the United States of America. We have plenty. We have so much,” he said. “And number two, build up some delayed courage. Should have done it before. Should have done it with us, as we asked, go to the Strait and just take it, protect it, use it for yourselves. Iran has been essentially decimated. The hard part is done, so it should be easy, and in any event, when this conflict is over, the Strait will open up naturally.”
Comparing the 30-day war to the length of the Korean War, Iraq, and World War I, Trump reached for a way to scold Americans for getting antsy but it somehow came off as boasting as though he could completely destroy an enemy in a much lesser time. “(The world) just can’t believe what they’re seeing… the brilliance of the United States military.”
What the world is seeing is this “decimated” Iran hitting targets across the Persian Gulf and in Israel consistently, all the way through the speech, according to Al Jazeera news. The price of oil is up, partners across the region are curtailing energy use and anticipating food shortages. This will hit American households no matter what Trump says. The war is not over not because he says so but because Iran has not given Trump the clear victory he wants. Tonight he clearly threatened more escalation, but it was not as defined as an announced land invasion. He all but said the Strait was not worth it.
Nor did he unilaterally “declare victory” to save face. He did not mention Israel once, but one could sense its influence in every line. Trump says he is going to “finish it” and “fast.” Unrelenting, unspecified violence. Anyone looking for more than that turned out to be an April Fool.
Press TV – April 1, 2026
Israeli premier Benjamin Netanyahu’s recent statements on Iran, claiming that it no longer poses an existential threat to the regime is a complete strategic failure that suggests he is leaving office “defeated,” says an analyst.
Patricia Marins, a Brazilian military analyst, in a post on X on Thursday, characterized Netanyahu’s remarks not as a sign of strength, but as the ultimate admission of failure.
“There is nothing more defeatist than this. It is 100% defeatist rhetoric,” Marins said.
Her critique centers on the unfulfilled war objectives that Netanyahu himself had laid out.
According to Marins, he had consistently articulated three primary goals regarding Iran: regime change, limiting Iran’s missile capabilities, and dismantling its nuclear program.
“He has achieved none of these objectives,” Marins stated.
Instead, she maintained, the war has saddled Israel with staggering economic damage.
Marins cited operational costs and broader economic losses to paint a picture of a war that has yielded no strategic gains at a prohibitive financial price.
“He has saddled Israel with $60-80 billion in losses from this war,” she said, breaking down the daily expenditures. “Each day of operations, including interceptors and material damage, costs between $1.5-2 billion, based on the spending during the 12-day war.”
She noted that the full scope of the damage is still being calculated, with thousands of compensation claims already filed for direct damage caused by Iranian missile attacks.
The analyst said the Israeli ministry of finance estimates the broader economic loss at $3 billion per week.
Marins framed the outcome as a direct consequence of what she called Netanyahu’s “megalomania,” noting that his approach has created more problems than solutions.
The analyst suggested that Israel’s aggressive posture may have backfired strategically regarding Iran’s nuclear ambitions.
“If the Iranians hadn’t built a nuclear weapon before, now they have every reason to do so,” Marins said.
By Murad Sadygzade | RT | April 1, 2026
The war’s second ‘ring of fire’ is no longer forming around Iran. It is already there. What we are witnessing is not a limited clash between a state under pressure and its immediate enemies, but the gradual emergence of a wider regional confrontation in which Tehran’s allied forces are moving from symbolic solidarity to practical engagement.
In Lebanon, Iraq, and now once again in Yemen, groups aligned with Iran are opening new fronts and making any American or Israeli campaign far more difficult to execute. If Iran cannot stop pressure by matching superior military power plane for plane or missile for missile, it can still answer by stretching the battlefield across time and space.
That is the real significance of the current escalation. Wars are easiest to sell and easiest to sustain when they look concentrated, technically manageable, and politically clean. They become much harder to continue when every strike produces another zone of instability, when every advance prompts retaliation, and when every promise of decisive success runs into a new and costly complication.
Iran and the forces loyal to it understand this perfectly well. Their goal is not necessarily to win a spectacular conventional victory over Israel or the US. They are trying to deprive their adversaries of a quick result, to turn military superiority into strategic over-extension, and to make the price of escalation rise with every passing week.
Israel is getting mired in Lebanon
Lebanon has become the clearest example of this dynamic. Israel entered the confrontation with Hezbollah expecting that greater firepower, harsher pressure, and deeper incursions would eventually impose a new reality in the south of the country. But so far the campaign has not produced the kind of result Israeli leaders would need in order to claim genuine success. Israeli officials are still speaking openly about expanding operations and about the need for a broad security zone in southern Lebanon. That does not sound like a completed military mission. It sounds like a campaign still searching for a workable outcome.
Israel remains capable of inflicting enormous damage on Lebanon. It can devastate border villages and infrastructure, and force large numbers of people from their homes. But the ability to destroy is not the same as the ability to impose control. A military campaign can appear overwhelming on television and still fail to neutralize the armed force it was meant to break. Hezbollah remains capable of hitting Israeli territory, and that single fact tells us that the war in Lebanon has not been resolved in Israel’s favor.
Israel is also suffering losses, not only in military terms but in political and psychological terms. Reports of fallen soldiers and continuing battlefield casualties show that Hezbollah is still able to turn southern Lebanon into a dangerous combat zone for the Israeli army. This is important because Israel’s military doctrine relies heavily on speed, on offensive initiative, and on the demonstration of dominance. A campaign that drags on, consumes manpower, exposes soldiers to attrition, and leaves northern Israel under continuing threat is not simply unfinished. It becomes strategically corrosive. It undermines the image of effortless superiority on which deterrence partly depends.
There is also the issue of equipment and operational pressure. Public claims about destroyed Israeli vehicles are often difficult to verify independently, and any serious analysis should avoid repeating battlefield propaganda as fact. But even without dramatic and unverifiable numbers, the broader reality is evident.
Hezbollah continues to create an environment in which Israeli ground operations are costly, risky, and politically burdensome. Israel may seize or enter territory, but it still has not demonstrated that it can transform that presence into a stable and secure military arrangement. As long as Hezbollah keeps imposing losses on Israel, the campaign remains strategically incomplete.
Hezbollah is demonstrating to the entire pro-Iranian regional camp that Israel can be denied a clean military outcome. That message matters in Iraq, in Yemen, and in every arena where forces aligned with Tehran are watching closely. Every week in which Hezbollah continues to strike back weakens the notion that Israel and the US can simply pummel the region into submission through superior firepower. That perception encourages allied groups to escalate because it suggests that resistance is not futile and that prolonged confrontation can produce strategic leverage, even against a stronger opponent.
Iraqi fighters activate
Iraq is the second arena where this logic is becoming visible. For years, Washington tried to handle pro-Iranian armed groups in Iraq through a familiar formula of pressure, selective strikes, deterrent warnings, and political bargaining. That formula is now under severe strain. The Iraqi factions loyal to Iran are again attacking Western interests and American-linked facilities, and their posture is hardening as the regional crisis grows. Any American move toward direct ground involvement against Iran would not remain confined to Iranian territory. It would immediately activate the Iraqi theatre in a much more serious way.
That possibility is now being discussed with increasing seriousness because Iraqi armed groups are presenting themselves as a reserve force that could mobilize in Iran’s favor if the war enters a more dangerous phase. This is not yet a mass transnational deployment on a scale that would determine the outcome of a large war by itself. But that is not the most important issue. The key point is that the Iraqi arena is being prepared politically, organizationally, and psychologically as an extension of the Iranian front. If Washington were to attempt a ground operation against Iran, it would face not one battlefield but several at once.
Washington appears to have assumed that by concentrating military pressure on Iran, it could either isolate Tehran or intimidate its regional allies into caution. But the opposite dynamic is taking shape. Pressure on the center is activating the periphery. Iran’s allies do not need to defeat the US or Israel in direct set-piece battles – only to ensure that no front can be fully closed, no rear area can be treated as safe, and no military plan can be presented as limited and controllable. That alone is enough to alter the political mathematics of war.
The Iraqi dimension is especially dangerous because it sits at the intersection of military operations, internal state weakness, and competing sovereignties. Iraq is not a sealed theatre. It is a country in which militias, parties, foreign forces, and state institutions coexist uneasily. Any renewed cycle of attacks on Western targets can therefore produce consequences far beyond the immediate strike. It can reignite internal tensions, weaken already fragile governance, increase pressure on the Iraqi government, and deepen the long-running struggle over whether Iraq is a sovereign balancing state or a contested zone inside a larger regional conflict. Once that process begins to accelerate, it becomes very difficult to contain.
Yemeni Houthis can shock the global economy
Yet the most strategically explosive development may be the renewed role of Ansar Allah (the Houthis) in Yemen. For nearly a month, the movement was relatively restrained in this specific phase of escalation. That relative quiet led some observers to believe that Yemen might remain a secondary theatre while events centered on Iran, Lebanon, and the Gulf. But this reading now looks premature. Ansar Allah has signaled a return to direct action against Israel, and even more importantly, it has once again raised the specter of pressure on maritime traffic through the Bab el-Mandeb strait.
That threat cannot be dismissed as rhetorical theater. Bab el-Mandeb is one of the great chokepoints of the global economy. It connects the Red Sea with the Gulf of Aden and the Indian Ocean, which means it is part of the shortest maritime route between Europe and Asia through the Suez Canal. If this corridor becomes unsafe on a sustained basis, the consequences extend far beyond the region. Shipping companies reroute. Insurance premiums surge. Delivery times lengthen. Fuel costs rise. Supply chains absorb new friction. The shock travels outward through freight markets, commodity prices, and industrial planning. In the modern world, a narrow stretch of water can become a multiplier of global instability.
This is why even the threat of closure is almost as bad as closure itself. Markets do not wait patiently for a waterway to be blocked in definite terms before reacting. They respond to risk. If Ansar Allah signals that ships tied to Israel or to its supporters may face attack, and if the movement demonstrates that this threat is credible, then the commercial effect begins long before a formal blockade exists. Some carriers will avoid the route. Others will demand sharply higher rates. Naval escorts may become more common. A military problem turns into a commercial one, and a commercial problem soon becomes a macroeconomic one.
A serious disruption in Bab el-Mandeb would also hit the Gulf states in complicated ways. On the surface, high oil prices often appear beneficial for energy exporters. But in wartime the picture is much less straightforward. Gulf monarchies depend not only on price levels but also on predictable flows, secure shipping, investor confidence, infrastructure safety, and the broader perception that the region remains a viable center for trade and finance. A war that pushes up energy prices while simultaneously making maritime transit less secure can produce gains on one side and losses on the other. It can raise revenue while also raising risk. It can improve the price per barrel while damaging the political and logistical environment needed to move that barrel efficiently.
Saudi Arabia and the United Arab Emirates in particular would face a difficult balancing act. Both states have tried to reduce their exposure to open-ended regional wars while preserving close security relationships with Washington. But a wider confrontation involving Iran, Iraq, Yemen, Lebanon, and Israel would undermine that balancing strategy. Even if they avoid direct military participation, they remain physically embedded in the conflict zone. Their ports, export routes, desalination infrastructure, airports, and industrial facilities exist within missile and drone range of hostile actors. In other words, geography limits neutrality. The Gulf states can try to hedge politically, but they cannot fully hedge physically.
A regional war goes global
The effects on the global economy could be severe if this pattern continues. The most obvious risk is a combined shock to energy and logistics. If pressure on the Strait of Hormuz coincides with renewed disruption in Bab el-Mandeb, the world economy would face stress on two of its most sensitive arteries at once. Oil prices would rise not simply because of lost supply, but because of fear, insurance costs, and the scarcity premium that always appears when multiple chokepoints are threatened simultaneously. Gas markets would become more nervous. Shipping costs would climb. Import-dependent economies would feel the squeeze first, especially poorer countries already vulnerable to debt, inflation, and food insecurity.
This is how regional wars become global economic events. They do not need to shut every route completely or destroy every refinery to trigger wider consequences. They only need to make enough critical routes uncertain at the same time. Once uncertainty spreads across energy and transport, it feeds into everything else: Freight becomes more expensive, manufacturing inputs arrive later, food prices rise through transport and fertilizer costs, central banks face renewed inflation pressure and governments face budget strain. Political instability follows economic stress, especially in countries where societies are already exhausted by previous shocks.
Have the US and Israel miscalculated?
All of this points to a broader conclusion. The conflict is expanding because the forces aligned with Iran are deliberately making it expand. Their strategy is not based on rapid decision or spectacular breakthrough. It is based on the controlled multiplication of pressure points. Hezbollah keeps the northern Israeli front unstable. Iraqi factions raise the cost of any deeper American military involvement. Ansar Allah threatens one of the world’s most important maritime corridors. Iran itself remains the central actor, but it does not need to act alone in a linear and isolated fashion. Its allies provide strategic depth, geographical spread, and the ability to transform one war into several interconnected confrontations.
From this perspective, American planners appear to have miscalculated. They may have believed that forceful pressure would narrow Iran’s options and restore deterrence. Instead, it risks producing the opposite result. Rather than isolating Iran, escalation is drawing its allied forces more tightly into the conflict. Rather than shortening the crisis, it is lengthening it. Rather than concentrating the battlefield, it is fragmenting it across the region. That is a dangerous trajectory, because a dispersed war is often harder to win than a concentrated one. It taxes logistics, political patience, alliance cohesion, and public confidence all at once.
What happens next will depend on whether the US and Israel continue to believe that greater military pressure can still produce strategic clarity. That belief now looks increasingly questionable. The longer the war continues without a decisive and stable outcome in Lebanon, the more confidence Hezbollah and its allies will gain. The more American assets are threatened in Iraq, the more difficult it becomes to present deeper intervention as manageable. The more Ansar Allah raises the cost of shipping through Bab el-Mandeb, the more the conflict escapes the boundaries of local war and enters the realm of global economic disruption.
The likely consequence is not a clean victory for any side, but a long phase of attritional regional instability. Israel may continue to intensify its campaign in Lebanon because it has not yet achieved the result it wants. Iraqi militias may continue attacking Western targets while preparing politically for a wider war. Ansar Allah may increase the use of maritime pressure because it understands that chokepoints can generate strategic effect far beyond Yemen itself. Iran, for its part, will keep trying to turn every enemy move into a trigger for wider overextension. It does not need to win in one dramatic moment. It only needs to ensure that its adversaries cannot close the conflict on their terms.
That is the central lesson of the present moment. Military superiority does not automatically translate into political success, especially in a region where allied non-state actors can open multiple fronts with relative flexibility. The US and Israel retain enormous destructive capacity. But destruction is not the same thing as control, and control is not the same thing as victory.
In that sense, the strategic initiative is no longer defined only by who can strike harder. It is increasingly defined by who can force the other side to fight on too many maps at once. Iran and the forces loyal to it appear determined to do exactly that. They are trying to stretch the conflict in time, to stretch it across geography, and to erode the ability of their adversaries to maintain focus. For now, that strategy is working far better than many in the US and Israel.
Murad Sadygzade is President of the Middle East Studies Center, Visiting Lecturer, HSE University (Moscow).