Iran signals upper hand as the US-Israeli war reaches third week
Al Mayadeen | March 21, 2026
Iran is signaling that it is winning and has the power to impose a settlement on Washington that would cement Tehran’s influence over Middle East energy resources for decades, according to a report by the Wall Street Journal. The WSJ notes that Iranian officials appear to see time as working in their favor, suggesting they are not in a rush to end hostilities.
Despite repeated US and Israeli claims of successfully targeting missile launchers and stockpiles, the WSJ reported that Iran has retained the capacity to fire dozens of ballistic missiles and a large number of drones daily across the region.
In fact, the rate of attacks has increased in recent days compared with 10 days ago. Iranian strikes reportedly inflicted severe damage this week on US-linked energy infrastructure in Qatar, Saudi Arabia, Kuwait, Bahrain, and the United Arab Emirates, while Iran’s own oil exports continued to flourish.
The WSJ added that shipping through the Strait of Hormuz remains contingent on Iranian permission, and that rising oil and gas prices are exerting pressure on the US administration to end the war.
Low-cost, high-impact disruptions
The Wall Street Journal cited analyst Dina Esfandiary, who said that Iran has learned it can inflict large-scale disruption at relatively low cost.
“The Iranians aren’t ready to end the war because they have learned an important lesson: They can, comparatively easily and cheaply, cause a lot of damage and disruption. They now want the whole world to learn that lesson, too,” she told the newspaper.
Iranian leaders appear to be leveraging this capability to set conditions for a ceasefire. As cited by WSJ, Esmail Rezaei, spokesman for the Iranian Parliament’s foreign affairs and defense committee, stated after a recent meeting with military commanders that any talks with the US are currently off the agenda, as Tehran “focuses on punishing the aggressors.” Foreign Minister Abbas Araghchi, has described Iran’s position in the war as comparable to Vietnam for the US.
The Wall Street Journal notes that Iran’s demands for ending the war reportedly include massive reparations from the US and its allies and the removal of American military forces from the region.
Iranian officials have also suggested transforming the Strait of Hormuz, a strategic international waterway, into an Iranian-controlled passage where ships would pay fees to transit.
Expediency Council member Mohammad Mokhber, advisor to the supreme leader on economic affairs, told Mehr News Agency that Iran intends to “turn its position from a sanctioned country to an enhanced power in the region and the world.”
US officials, experts, express doubt despite the facts
US officials and military experts, the WSJ reports, have expressed skepticism about the feasibility of such an arrangement, highlighting the difficulty of US decision-makers coming to terms with the demands at this stage.
Former White House special envoy Jason Greenblatt commented, “President Trump will never let them win. They don’t understand how far he’s willing to go.”
The WSJ also cited retired US Air Force Lt. Gen. David Deptula, who said that reopening the Strait of Hormuz would require careful intelligence and surveillance, but claimed that this could be achieved within weeks.
“It’s not something that is going to happen overnight, but over time the Strait of Hormuz will be open back to the levels of shipping that we saw before this conflict broke out. The Iranians are not going to end up with control over the strait, we are,” he claimed, according to the Wall Street Journal, revealing that a battle may be ahead for control of the strait.
Additional perspectives reported by the WSJ include Sanam Vakil of Chatham House, who described leaving Iran in control of the strait as “a categorical failure for the United States and President Trump,” and Robin Mills of Qamar Energy, who said that even if temporary control were granted to Iran, it would likely provoke renewed military or diplomatic action.
Airlines Suffer Losses Estimated at $53Bln Due to Middle East Conflict
Sputnik – 21.03.2026
On February 28, the United States and Israel began striking targets in Iran, including in Tehran, causing damage and civilian casualties. Iran has carried out retaliatory strikes on Israeli territory, as well as on US military targets in the Middle East.
The damage caused by US and Israeli aggression against Iran amounted to approximately $53 billion for the 20 largest publicly traded airlines, the Financial Times reported, based on its own calculations.
Airline executives are warning of the consequences caused by the sustained rise in oil prices, disruptions at Gulf airports, and a potential hit to global demand, the Financial Times added.
In the coming months, passengers planning trips on routes that are not related to the Middle East will face a sharp rise in ticket prices as airlines try to protect their revenues, the newspaper reported.
Have you heard the latest joke about Trump and Iran?
By Martin Jay | Strategic Culture Foundation | March 21, 2026
What’s the difference between Vietnam and the Iran War? Answer: Trump had an exit strategy for Vietnam.
How much collective responsibility can the West take for the shitstorm it is in now, otherwise known as ’The Iran War’? Many would like to blame most of it on Trump for being a manchild and just going ahead with the most madcap military venture NATO countries have ever known, against all the expert advice, and ending up with a regime which is even more hardcore for having a bomb, world energy prices soaring and causing chaos due to Iran choking the Straits of Hormuz, and the entire relationship between Washington and its allies in the region reduced to a handful of dust?
The reality is that Trump took the decision to go to war not based on one issue alone. Left-wing commentators in the U.S. would like us to think it was to distract the media away from the latest revelations of the DOJ and the Epstein files, which had a tome of evidence accusing him of having inappropriate relations with a 13-year-old girl. But there were other reasons which pushed him over the line. Top of that list is surely that Netanyahu was blackmailing him, threatening to release recordings of his phone calls with Epstein where they talk about young girls. Add to that, it was probably pointed out to him that he was not going to keep both houses when the midterms come unless a considerable amount of Jewish American money was pumped into his campaign.
But it isn’t just Trump that has got us all into this mess that we’re in. For decades, the EU allowed Israel to ratchet up their brutal occupation of Palestinians and in the process to dehumanize them, leading to the climax of the Gaza genocide. This gave an unrealistic sense of impunity, almost akin to a divine intervention to religious fanatics who already believed that they were the chosen people and that they had a right to murder those beneath them and steal their property. Look at the reaction of western governments and in particular the EU when the events of October 7th unfolded and how they supported any response at all from Israel. In fact, just look at how any UK government minister reacted to the start of the Iran War, which, if we didn’t know better, might have thought it was started by Iran.
Trump is isolated now not for his rank stupidity, or his delusional views about who he is and what America is. He is isolated by EU leaders as none of them want to be part of a new Vietnam War scenario which goes on for years and only produces body bags — only to keep a U.S. president from looking like a total fuckwit in front of his own people.
Yes, the reality is that the vast majority of Americans don’t really understand what Trump just did in Iran. Even today, something like 80 percent of Republicans polled agree with his decision to begin a conflict with Iran, while Democrats are in the other camp altogether, perhaps better informed of Trump’s rationale behind going ahead with the plan.
Most likely the plan had been on the table for months and each time a military expert pointed out the harsh realities of it bringing blowback on a global level, affecting not only pump prices rocketing but just about everything else over the longer term, they were ignored or swapped for a sycophant in a uniform who just nodded like a demented parcel shelf toy dog until he had a whole room full of them. Does the American public understand just how self-indulgent Trump has been and that he has now created for himself a new threat, like a magician pulling a pigeon out of his hat? While the so-called ’threat’ from Iran goes from being a vague, opaque notion which most people don’t even believe, to being something quite real and lucid to the point that, ironically, Trump can now present it to the gullible public and hope they don’t notice that he manufactured it all by himself.
Yet it is remarkable how detached Europeans are from Trump and his plans. What an extraordinary example of how diplomacy is entirely dead and not worth the paper it’s written on, when EU ambassadors had no clue about these meetings and what came out of them. Shouldn’t EU leaders have stepped in at some point and warned him he was playing with fire and that the only certainty was that the West was guaranteed to be the burn victim? What about our intelligence services? It is inconceivable they didn’t know what was coming? Did they not tip off their own governments? Likely they did and that London, Paris and Berlin simply did nothing, such is the non-existent special relationship between Old Europe and Washington. Even Britain.
Transatlantic relations between the U.S. and EU countries is never going to be the same again if something can’t be done to get a dialogue going. Sure, Trump may pull the U.S. out of NATO just out of spite, like a fuming four-year-old who’s just lost his ball to an angry neighbour, but other, bigger relations are probably burnt forever. Washington’s relations with Israel can never go back to the Master (Israel) Slave (U.S.) set-up. And America’s relations with Gulf Arab countries is going to be hard to put back on an even keel when Arab leaders can see how fake they were in the first place.
Trump’s childish revelation recently that he couldn’t have imagined Iran hitting the GCC countries feels like a seven-year-old boy trying to explain to a room full of adults that he didn’t realise that borrowing his friend’s go-kart would result in so much damage as no one told him the jalopy would go so fast down a hill. The EU has a similar idiot in power, though. Kaja Kallas, a name which conjures up a 1980s underarm deodorant or a Greek ferry company, is blessed by at least not looking as stupid as she really is. This daughter of an Estonian communist politician, who was happy to live the high life under the Soviets, seems to be almost entirely brain dead when she gets on the podium or in front of the six microphones (all of EU TV networks who are actually paid cash to broadcast her moronic ramblings) and harps on about Russia getting more money now from oil sales. It’s literally like watching someone in a mental institution who hasn’t taken their medication talking to the mirror with a toothbrush as a mic and trying to sound clever.
But it’s no joke how the West got to where it is with Iran, when these same buffoons for decades have been encouraging Israel to expand its ideas and, red in tooth and claw, reach a point today where they are either starving people so as to ethnically cleanse Gaza or simply bombing women and children in their tents — or taking over part of Lebanon, a decades-old fantasy which didn’t end well in 1982 when they tried it before.
So the Trump joke is less funny when you see it in the light of who led him to where he is and what his inconsistent messages are to EU leaders. He is stuck in the past and tends to be someone trying to correct or duplicate U.S. foreign policy. Of course, he lacks élan, though, which is also part of the problem with such leaders. In the early 70s, when Nixon wanted to devalue the dollar but retain its power around the world, EU leaders were horrified. Apparently, he simply said to them: “It’s our dollar, but it’s your problem.”
Trump signals possible wind-down of aggression against Iran despite unresolved Hormuz crisis
Press TV – March 21, 2026
US President Donald Trump has indicated he is considering scaling back the underway unprovoked aggression towards Iran, even as the crisis surrounding the Strait of Hormuz remains unresolved.
In a post on his Truth Social platform on Friday, Trump claimed the United States was close to achieving the military goals sought by the aggression.
“We are getting very close to meeting our objectives as we consider winding down our great Military efforts in the Middle East.”
He listed, what he called, degrading Iran’s missile capability and industrial base, and protecting US allies in the region.
The remarks flew in the face of the Islamic Republic’s robust underway retaliation, codenamed Operation True Promise 4, that keeps taking larger portions of hostile targets under the country’s firepower.
US military positions throughout the region, including in Qatar, Bahrain, the United Arab Emirates, Kuwait, Saudi Arabia, and Jordan, have been subjected to sustained counterstrikes.
The retaliation has also struck sensitive and strategic locations across the occupied territories, including those lying in Tel Aviv, the holy occupied city of al-Quds, Haifa, Be’er Sheva, considered a technological hub, and the Negev Desert.
On the issue of the strategic Strait of Hormuz, which Iran has closed to enemy vessels as well as ships belonging to those cooperating with the adversaries since the onset of the aggression, Trump suggested the US might step back from direct responsibility.
“The Hormuz Strait will have to be guarded and policed, as necessary, by other Nations who use it — The United States does not.”
Commenting on the remarks, American outlet Axios acknowledged that efforts to reopen the strait have proven difficult.
It cited Trump’s advisors as pointing to his frustration due to limited allied support, despite his alleging military victory.
The US has sought to form a coalition to secure the strait, asking NATO allies and others to contribute naval and air assets. Most have declined to commit forces, and some have only backed a political statement supporting the effort.
Trump has retorted to allies over their reluctance, calling NATO countries “cowards” and saying that without US backing, NATO is “a paper tiger.”
Meanwhile, disruptions to global oil flows continue to drive up energy prices.
The American Fantasy of Iranian Surrender
By Salman Rafi Sheikh – New Eastern Outlook – March 21, 2026
What if the state that claims global military supremacy is now confronting a conflict it cannot win on its own terms?
President Trump’s repeated assertions that the US could defeat Iran and force it to surrender are now colliding with battlefield realities and geopolitical fissures that suggest otherwise. The very premise of a quick and decisive US victory is unravelling in real time, raising profound questions about American strategy, alliance cohesion, and power in a multipolar age.
The Illusion of Swift Victory in Tehran
President Trump’s pronouncements on Iran have been starkly ambitious. On multiple occasions he has touted rapid success and overwhelming military might in confronting Tehran — insisting that the US does not need British help to prevail and that Iranian forces will be “hit very hard.” Yet these claims increasingly look detached from both strategic reality and on‑the‑ground dynamics.
The US military doctrine has traditionally relied on superior air power and technological edge to achieve rapid dominance. In early March 2026, the Pentagon publicly stated that operations against Iran’s missile, air, and naval capabilities were underway, though officials stopped short of conceding a quick end to the campaign. But the timeline Trump once floated — nominally four to five weeks — has already blurred into ambiguity, with the White House acknowledging potential extensions and evolving objectives primarily because of the failure to achieve quick objectives. They thought that the assassination of Iran’s Supreme Leader would cause the regime to fall. That did not happen, forcing the US and Israel to rethink the nature and the duration of the campaign.
The expectation that air campaigns alone could cripple Iran’s military infrastructure — or compel unconditional political submission — misreads Tehran’s defensive resilience and strategic depth. A recent classified report from the US National Intelligence Council found that even large‑scale US use of force is unlikely to dismantle Iran’s entrenched political and military leadership. That insight undercuts the notion that a blitz of strikes can replace the complex sociopolitical calculus of regime transformation. The council’s document, drafted late last month, builds on work by the C.I.A. that assessed that a complete change of government was unlikely even if Ayatollah Ali Khamenei, the supreme leader, was killed in a US-led military operation.
Iran’s responses have also defied Washington’s expectations. Despite extensive targeting, Iranian forces have not capitulated; they have continued missile and drone strikes on US and allied targets across the Gulf region. Rather than collapse, Tehran appears to be adapting, leveraging both conventional responses and strategic signaling to blunt American efforts and maintain a posture of deterrence. Reports in the Western media show significant Iranian success in repeatedly targeting US military bases. Taken together, these developments erode the core of the Trump administration’s confidence in quick, decisive military outcomes, thus setting the stage for a campaign that may extend far beyond initial projections without achieving strategic objectives. As such, President Trump has now stopped threatening “certain death” to Iran and its people.
Eroding Alliances and Strategic Overreach
A second blow to US fantasies is the fraying of Western and regional support that Trump and his advisers presumed would form the backbone of sustained operations. Trump’s suggestion that the US does not need British assistance belies deeper tensions within the transatlantic alliance over legal responsibility, operational strategy, and political backing for war.
Across Europe, capitals are deeply divided over the US-led escalation. Spain has resisted aligning its military fully with Washington’s campaign, and the US leadership has grappled with legal and planning complications related to base access, epitomizing a broader transatlantic unease over the wisdom and legitimacy of war with Iran. These disagreements have reduced the coherence of NATO‑era cooperation, complicating US expectations for collective action.
The US’ handling of Gulf states has also strained ties with regional partners. Officials in several Gulf kingdoms privately expressed frustration at the lack of prior notification before strikes on Iranian territory and at US reliance on Gulf air defenses to intercept Iranian missiles with limited American support. This undercuts longstanding assumptions about the reliability of regional alignments and may incentivize some states to hedge their security calculations.
Domestically, American public opinion is also shifting in ways that undermine unilateralist ambitions. Polling suggests historically weak support for the operation against Iran, with a significant portion of the public expressing opposition and frustration at the perceived readiness of U.S. forces to engage in protracted conflict. This internal division complicates political sustainment of a drawn‑out campaign, particularly given the toll of casualties and financial costs that would accrue over time. Collectively, these fissures — within alliances, among regional partners, and on the home front — highlight the weakening of America’s hegemonic posture and raise questions about its ability to marshal durable coalitions in pursuit of major strategic objectives.
A Crisis of America’s Own Making
The deeper problem is not Iran’s resilience or the alliance falling apart; it is the strategic trap Washington has walked into. According to testimony before Congress, Pentagon officials repeatedly warned that Tehran posed no imminent threat of attacking the US directly. Yet the Trump administration chose to escalate, interpreting cautious intelligence as justification for preemptive strikes and forceful posturing. The result is a war the US did not need to fight, at a cost that will reverberate far beyond the battlefield.
This miscalculation is more than a tactical error; it is a strategic misstep that is reshaping global perceptions of American power. Allies are questioning Washington’s judgment, adversaries are emboldened, and the credibility of US deterrence is being tested. The costs are not just measured in military engagements or financial outlays; they are being paid in influence, alliances, and leverage in other regions of the world. The campaign against Iran is eroding the very hegemonic posture the US has relied on since the end of the Cold War.
The longer the conflict drags on, the more entrenched this erosion becomes. The US now faces a geopolitical deadlock of its own making: a situation where victory is unlikely, withdrawal risks loss of prestige, and every subsequent action is constrained by the consequences of a war initiated without necessity. What started as an assertion of American strength may ultimately be remembered as a cautionary tale of overreach, misreading intelligence, and underestimating both the limits of force and the resilience of regional actors.
In short, the crisis is not just in Iran. Rather, it is in Washington itself. A nation confident in its global supremacy has stumbled into a conflict that threatens to unravel the assumptions underpinning that supremacy, leaving the US not just challenged militarily, but on a path to strategic downfall.
Salman Rafi Sheikh, research analyst of international relations and Pakistan’s foreign and domestic affair
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IRAN: The Three Islands Unmaking American Unipolar Sea Power in the Persian Gulf
By Freddie Ponton – 21st Century Wire – March 20, 2026
For half a century, the Strait of Hormuz has been sold as an American lake. “Freedom of navigation” meant US carrier groups on one side, pliant Gulf monarchies on the other, and anyone who challenged that arrangement cast as a rogue. That era is dying in real time, and three tiny islands at the mouth of the strait in the Persian Gulf explain why.
Abu Musa, Greater Tunb, Lesser Tunb. On most Western maps, they’re a footnote about an Iranian–UAE “dispute.” In the real world, they sit astride the deep‑water lanes that carry a huge share of the planet’s oil and gas. Whoever holds these islands doesn’t just watch the traffic; they sit on its windpipe. Iran controls them. And after US‑Israeli strikes on its territory, including reported HIMARS and missile attacks on Abu Musa and Kharg launched from Emirati soil in mid‑March, Tehran is no longer treating them as bargaining chips. It is fortifying them as unsinkable enforcement platforms and folding them into a new doctrine for Hormuz. Tehran’s doctrine is not American “open seas,” but Iranian‑managed passage under conditions set by Tehran as the state that actually lives on the coastline.

IMAGE: Abu Musa, Greater Tunb, Lesser Tunb, and Iranian forces positioned around the Strait of Hormuz (Source: Alma Research & Education Center)
The official Western question is still, “Is Hormuz closed?” and that’s a dodge. The real question is closed for whom, open for whom, and who gets to decide. Since the war phase began in late February, tanker traffic has collapsed, and commercial sailings have been rerouted or halted as war‑risk insurance is withdrawn. Where roughly a hundred tankers might normally cross in a comparable period, only about ninety have reportedly transited so far in March, with hundreds of other vessels backed up west of the strait and close to ninety percent of “normal” commercial passages gone. What still moves is a thin, carefully curated stream, including Iranian‑linked tonnage, a handful of politically vetted vessels that Tehran has agreed to let through via its own corridor, and tankers using intermittent AIS transmissions and complex ownership structures to move sanctioned or restricted oil toward Asia.

MAPS: Left – pre‑war tanker traffic through the Strait of Hormuz. Right – post‑war traffic, showing vessels (mainly bulk carriers) looping around Larak Island inside Iranian territorial waters. In the right‑hand map, every bulker except the purple one (which follows the old Strait route) has come from Iran (Source: Lloyd’s List Intelligence / Seasearcher | via Lloydslist)
Two India‑flagged gas carriers, namely the Shivalik and Nanda Devi, were tracked in mid‑March hugging the Iranian coastline and looping around Larak Island inside Iranian waters on their outbound run, an unusual detour that only makes sense if you understand that “safe passage” now means “Iran‑approved route.” At least one non‑Iranian tanker is reported to have paid a two-million-dollar fee for safe transit. This shouldn’t be seen as random, but more as the contour of a policy. Iran has built, in wartime, a selective corridor through its own waters—a route that non‑hostile states can use if they accept Iranian security conditions and that belligerent‑linked ships enter at their own risk. Vetting, advance disclosure of ownership and cargo, a narrow lane close to Iranian‑controlled islands, visual confirmation by IRGC units enforcing routing instructions, all of this adds up to a regional‑power‑managed maritime security framework.
For Washington, that’s intolerable, but for Tehran, it is common sense. An attacked coastal state asserts control over waters it must defend and refuses to guarantee safe passage to the very powers bombing its soil. The US dressed this principle up as “rules‑based order” when it applied to itself; Iran is now applying it at home.
Under Article 51 of the UN Charter, states have an “inherent right of individual or collective self‑defence”, especially when armed attack occurs. Under the Law of the Sea, coastal states retain sovereign rights in territorial waters and can regulate security‑related uses of those waters even where foreign ships enjoy transit passage in principle. Put bluntly, a state whose islands and infrastructure are under missile and drone fire is not obliged to offer safe, unconditional transit through adjacent straits to the forces attacking it. Iran’s position is that this legal language applies in the Gulf as much as it does off the coasts of NATO states. and not only when the flag on the defending warship is American.
This is why Abu Musa and the Tunbs can’t be treated as scenery. They are where law, geography and war intersect. Iran now openly says US rockets and missiles have hit Abu Musa and Kharg from launch sites in the UAE, and has warned that concealed US “hideouts” on Emirati soil could become targets. Tehran is stating, in plain language, that its islands are under attack from US forces using Gulf territory as a staging ground, and that any security regime in Hormuz must start from that reality. When Iran reinforces Abu Musa, Greater Tunb and Lesser Tunb with systems like the Khordad‑15 air‑defence network and integrated radar deployments and hardened garrisons, this is not random muscle‑flexing, but a military posture and a legal argument built together. These islands are Iranian territory; they have been directly targeted, and Iran claims the right and the obligation to control what passes under their guns.
Once you see that, the narrative of “Iran weaponising Hormuz” looks like what it is: projection. The unipolar maritime architecture is disintegrating. The old model rested on US naval dominance in the Gulf dressed up as “freedom of navigation”, Western insurers and P&I clubs underwriting risk, and a political fiction that all of this was neutral. All three pillars are failing at once. US warships can still fire missiles and intercept drones; however, they cannot restore normal traffic, and certainly have failed to convince owners, crews and insurers that sailing through a de facto war zone ringed by Iranian missiles, drones and fast boats is “safe” because the Pentagon says so. Iranian warnings are being enforced with fire and shrapnel on decks near the UAE. Owners and captains have diverted voyages or refused to enter the area altogether. Whatever carefully crafted talking points say, the calculus on the water has changed.
On the financial side, the retreat is even starker. Major mutuals like Gard and other big clubs have cancelled or sharply restricted war‑risk cover in Iranian and Gulf waters. Reinsurers have pulled back. War‑risk premia have surged, with brokers citing mark‑ups in the tens of percentage points over pre‑crisis levels. A US destroyer on the horizon is one thing; a captain whose vessel requires uninsured or state‑guaranteed passage is another. Once you understand that, the sudden enthusiasm in London and at the UN for “safe maritime corridors” to evacuate stranded ships and seafarers looks less like confident crisis management and more like a rear‑guard action. Institutions are scrambling to sketch out a neutral evacuation lane for stranded ships and tens of thousands of trapped seafarers, only after Iran has already imposed a functioning framework of selective passage.
Hormuz today is not an open‑or‑closed switch; it is a three‑tier system where the old, war‑risk‑insured, and the West‑governed traffic has largely fled. The vessels that still move under a veneer of normality are those that have obtained Iranian approval, accepted Iranian routing through Iranian waters and, in some cases, paid for the privilege. Beyond that are tankers often described in Western reporting as a ‘shadow fleet’ that move oil targeted by US and EU sanctions to Asia. The United States built the first tier and tried to pretend the other two were aberrations. The war has inverted that hierarchy as the US‑designed layer is barely functioning, and Iran’s own corridor, together with the parallel fleet of non‑Western‑insured tankers, now carries most of the barrels that still move.
That is why the question “who pays the bill” is not a technical afterthought. When major P&I clubs exit, when fringe insurers and state guarantees step in to keep some trade moving, when Turkish officials say openly that only governments can now provide adequate cover, we are watching the monetisation of geopolitics. The price of sailing through Hormuz is no longer set by neutral actuarial tables in London; it is set by political risk and Iranian veto power. The reported multimillion‑dollar “approval fee” is not just a one‑off toll. In the current context, it should be viewed as an early manifestation of a deeper shift from Western‑priced risk to regionally priced power.
For the Gulf monarchies, this is a nightmare written in their own geography. Officially, they repeat Washington’s language about Iranian aggression and the sanctity of free navigation. In practice, they sit under the shadow of Iranian missiles capable of striking across the Gulf, on top of US bases that make their territory a launchpad, with economies that cannot absorb a prolonged throttling of Hormuz. The strikes on Abu Musa and Kharg, allegedly from positions in the UAE, lay this contradiction bare.
The United Arab Emirates hosts US military assets that can be used to strike Iranian islands. Iran’s answer is blunt: if you turn your territory into a launchpad, you turn it into a battlefield. Tehran has already demonstrated this logic by hitting ports and energy infrastructure elsewhere around the Gulf with missiles and drones, and insurers have responded by treating Emirati lanes as anything but routine. Caught in the middle, Gulf rulers are squeezed from above by US and Israeli pressure to “hold the line,” from below by the basic fact that their economies depend on exports through Hormuz, and from the side by Iran’s ability to ratchet risk up or down via its island‑based enforcement grid and corridor approvals. They cannot acknowledge this publicly, but shipping patterns, quiet outreach to Tehran and renewed focus on bypass routes such as Iraqi lines to Ceyhan and the UAE’s Fujairah outlet, tell their own story. The era of outsourcing maritime security to an external hegemon is coming to an end, and the bill for that dependency has arrived.
For Washington and Tel Aviv, this is not just inconvenient; it is structurally humiliating. They can escalate strikes on Iranian soil and assets. They can float carrier groups and talk about keeping the lanes open. Nonetheless, the facts are brutal, as we witness the collapse of normal commercial traffic, key insurers walking away, and Iran still in a position to hit or detain ships that ignore its instructions. Every move now risks one of two outcomes, both bad from their point of view. Either they tacitly accept Iran as a gatekeeper, admitting that the local power they tried to isolate now decides who moves safely through the world’s most important energy chokepoint. Or they try to smash that gatekeeper, at the cost of a much wider war in waters Iran has spent decades preparing to fight in with anti‑ship missiles, mines and swarming boats, with a global economy built on the assumption that nobody would be reckless enough to test it. The mythology of neutral US maritime hegemony never allowed for this choice.
The real Gulf, anchored in islands like Abu Musa and the Tunbs, always did. Strip away the propaganda, and what remains is stark. Iran has been attacked by the US and Israel, including strikes on key islands and infrastructure, and has invoked its right to self‑defence. It controls strategic islands that command the Hormuz lanes. It uses that control to build a selective passage regime that rewards non‑belligerents, punishes or deters aggressors, and forces everyone else to choose. This is not irrational behaviour, it is not even chaos. It is what happens when a regional state that understands geography stops accepting US control of its maritime neighbourhood as a law of nature.
That is the story the Strait of Hormuz is telling now. This is not another abstract crisis in “global shipping.” It is an autopsy of the “open seas under US protection” fable and a close‑up of the Iranian alternative taking shape where it matters most: at the narrow throat of the Gulf, under the guns and radars of three small islands most of the world has never heard of, but soon will have to reckon with.
Trump’s dispatch of Marine Expeditionary Unit signals desperation for any symbolic success
By Samuel Geddes | Al Mayadeen | March 20, 2026
In mid-week, the 31st US Marine Expeditionary Unit aboard the USS Tripoli was sighted transiting the Straits of Malacca en route to the Gulf. Its crew and detachment, reportedly 2200 to 5000-strong, has been summoned from its station in Japan after President Trump’s dawning realization that the Islamic Republic of Iran would not meekly collapse after he assassinated its leader, Sayyed Ali Khamenei.
Given that he initiated the war by crossing the ultimate red line, Trump’s options for further escalation are vanishing quickly. He is caught between what he knows to be the universal unpopularity of the war among Americans, especially over its disastrous economic consequences, and the knowledge that if he washes his hands of the situation and walks away, Iran will almost certainly continue retaliating and end up in a vastly more powerful position than it had been in before the war.
These equal opposing forces, the need for an off-ramp and the need to demonstrate any kind of tangible success, have shifted the calculus to include US ground operations on Iranian soil. It is in this context that the Marine Corps’ dispatch to the region is widely interpreted.
What would 5000 US Marines, at most, realistically achieve in a ground operation in Iran?
The idea of a large-scale ground invasion of Iran was never seriously on the table to begin with. Besides the fact that the Trump administration has been uncharacteristically consistent that this will not happen, the entire active US military, 1.3 million personnel, would be required, along with at least as many conscripts, for such a thing to even be attempted. Iran is a 1.6 million square kilometer mountain fortress, holding more mountains, deserts, and over 90 million mobilized citizens within. The United States has never occupied or even attempted to occupy a country of this size. It is simply not happening.
With large-scale ground incursions eliminated, the one “boots-on-the-ground” scenario with at least some initial plausibility would be for the US to seize one or more of the Iranian islands in the Gulf, especially the Strait of Hormuz. These islands range from Hormuz and Qeshm in the east, westward to Kharg, where 90 percent of Iran’s oil exports originate.
Upon genuine examination, however, the force currently on its way is woefully insufficient even for this objective by several orders of magnitude. The closest analogue for such an operation, in scale and required manpower, would be the Volcano and Ryukyu islands campaign against Japan in World War II, the bloodiest theatre of the US war in the Pacific. In fact, Qeshm Island is only slightly larger than Okinawa, which required between 250,000 and 540,000 American soldiers to occupy. Success there came only at the cost of 12,500 Americans killed in action and 50,000 wounded. Taking the Island of Iwo Jima alone, famously the most intense engagement of the Pacific, required 110,000 troops and took the lives of 6,800, with 20,000 wounded. Iran’s smaller islands in the Strait, Hormuz, Larak, and Hengam are comparable in size (and presumably the density of their defenses) to the Japanese outer islands but compressed within a single theatre of only a few hundred kilometers across. Anyone seriously proposing such an operation would be looking at the most intensive and costly amphibious campaign since World War II, plausibly seeing US losses equaling those of the entire wars in Korea or Vietnam within a matter of weeks or months. Here too, the enormity of the operation places it far outside the US military’s current capacities. It is certainly outside the means of 5,000 American soldiers, assuming they are not being willfully sent to their deaths.
If the Marines on the USS Tripoli are insufficient to even take and hold a small island, the last remaining possibility is that they are intended to infiltrate Iranian territory to carry out some form of high-stakes, largely symbolic operation that Trump intends to publicize as him “winning” the war and unilaterally ceasing US involvement.
Other than standard acts of sabotage, it has been suggested that the Marines may be tasked with locating and capturing Tehran’s enriched uranium stockpile. Such an objective is almost certainly fanciful. There is no reason to assume the Americans have any idea where it is, or that even 5000 marines would be sufficient to seize it if they did. However, given this administration’s amply demonstrated detachment from reality, its utter lack of shame or respect for international law, Trump’s assertion alone that such a mission was successful, even if it failed or never occurred at all, might be the one “success” that the president could consider sufficient to end his part in this catastrophe. That such a “success” would be illusory and utterly devoid of any strategic value is at this point an entirely secondary consideration.
It may well be that when the expeditionary unit reaches the Strait of Hormuz within the next week, it will simply do nothing – its purpose being pure posturing. Whatever its true role, its size relative to the strength of the Islamic Republic all but guarantees that it will serve a solely symbolic function. Its real mission is to lessen the US president’s humiliation when he ultimately does, in the fashion of a mad Roman emperor, admit defeat to the Iranians.
Iran Proposes Creating Middle East Security Structure With All Regional States – President
Sputnik – 20.03.2026
TEHRAN – Iran proposes creating a Middle East security structure with the participation of regional countries, Iranian President Masoud Pezeshkian said on Friday.
“We are ready to resolve all problems with you. In order to ensure peace in the region, we propose to create a security structure in the Middle East, which will include Islamic countries, in order to ensure peace, stability and security,” Pezeshkian said in an address on the occasion of the Iranian New Year.
Middle Eastern countries do not need the presence of “outsiders,” the president said.
Pezeshkian said that the United States and Israel had no reason to assassinate late Iranian Supreme Leader Ali Khamenei.
“They killed our leader and our commanders without any reason or logic,” Pezeshkian said in a speech marking the upcoming Iranian New Year.
Iran’s weapons industry still churning out missiles despite war: IRGC
Al Mayadeen | March 20, 2026
Iran is producing more missiles amid the United States-Israeli war on the country, spokesperson for Iran’s Islamic Revolution Guard Corps (IRGC), Brigadier General Ali Mohammad Naeini, emphasized.
For Iran, ballistic missiles serve as the backbone of its deterrence and retaliatory doctrine, enabling it to offset conventional military asymmetries through highly survivable, mobile, and scalable systems capable of delivering significant damage to adversary assets. One of the main focuses of the aggression on Iran has been its missile program, which the US and “Israel” seek to “obliterate”.
After firing hundreds of ballistic and cruise missiles at US and Israeli targets in the occupied territories, the Gulf, and the wider region, Naeini underlined that there should be “no concern” over Iran’s missile industry or its stockpiles.
The IRGC spokesperson also promised Iran’s adversaries “surprises”, saying that Iran’s retaliation will be more “remarkable and increasingly complex.”
“Our people in the streets want the war to continue until the enemy is fully exhausted,” he said, adding, “The end of this war will come only when the specter of war is lifted from Iran.”
Complete destruction?
A major claim of the Israeli regime and the Pentagon is that their forces have destroyed Iran’s missile industry facilities. In one briefing, Secretary of War Pete Hegseth said that a primary goal of the US aggression is not just to target Iranian missiles but to ensure Iran “has no ability to make more.”
On March 10, Hegseth said that Iran’s ballistic missile production capacity had been “functionally defeated” and “destroyed”, including every company that builds missile components. By mid-March, Hegseth toned his statements down and described the Iranian defense industrial base as “nearing complete destruction.”
Meanwhile, Iran has substantially increased its rate of ballistic missile fire since Wednesday, when the US-Israeli regimes launched an aggression on vital gas infrastructure. Iran met the escalation with retaliation against energy targets in the Gulf and occupied Palestine, forcing US President Donald Trump to publicly deny any involvement in the attack on Iran’s gas fields.
It is worth noting that Iran possesses a broad and diversified arsenal of ballistic missile systems, deliberately varying types and capabilities to sustain a prolonged confrontation against technologically superior, nuclear-armed adversaries. Its inventory includes both liquid-fueled and solid-fuel missiles, offering flexibility in deployment and readiness. These systems are equipped with either unitary high-explosive warheads or submunition payloads designed to penetrate layered air defenses and maximize impact on strategic targets.
A central pillar of Iran’s missile industry is its emphasis on scalable production, cost-efficiency, and operational effectiveness. Despite sustained external pressure, the sector has achieved notable technological advances, with systems such as the Fattah hypersonic-class missiles and the Khorramshahr-4 reflecting progress in propulsion, guidance, and payload delivery. Tehran has also worked to diversify its supply chains while localizing the production of critical components, many of which are manufactured in fortified, deeply buried underground facilities to ensure continuity during wartime.
Washington approves billions in new arms sales to Gulf states as concerns grow over stocks of air defenses
The Cradle | March 20, 2026
Washington has approved around $7 billion in arms to the UAE – as part of a larger package for Gulf states hosting US bases and currently facing retaliatory Iranian strikes, the Wall Street Journal (WSJ) reported.
The US State Department is “not required” to announce the billions in arms to the UAE “under the rules governing U.S. arms exports, which use different modalities for different types of sales,” the report said.
“The Trump administration on Thursday moved forward with $23 billion in weapons sales to the UAE, Kuwait, and Jordan,” in order to “bolster those countries militarily during the conflict with Iran,” US officials told WSJ.
“The proposed weapons sales include more than $16 billion announced earlier on Thursday by the State Department, including air-defense systems, bombs, and radar for the UAE, and $8 billion in air-defense equipment for Kuwait,” the report added.
The officials said the deals include the sale of Patriot PAC-3 Missiles (worth $5.6 billion) and CH-47 Chinook helicopters (worth $1.32 billion) to the UAE.
“The US also approved $37 million in so-called Direct Commercial Sales of Predator XP drones and sustainment programs for light B-250/350 aircraft with an unspecified dollar value,” the officials went on to tell WSJ.
Washington has invoked an emergency clause in the US arms control law for the part of the sales to the UAE. As a result, deals can “bypass” the congressional review protocol, WSJ added.
The State Department said on 19 March that sales to the UAE will improve the Gulf state’s “capability to meet current and future threats.”
According to an Anadolu Agency (AA) report from early March, Gulf countries spent over $3 billion in the first four days of the war alone.
WSJ reported on 2 March that Washington’s Arab allies were in a “race against time” due to quickly depleting stockpiles of US-made interceptors.
“The intensity of interceptor usage that we have seen over the last couple of days can’t be maintained for more than another week – probably a couple of days at most, and then they will feel the pain of interceptor shortage,” Fabian Hoffmann, a missile expert at the University of Oslo, told the outlet at the time.
The report, citing another expert, stated that these countries will have to “ration” their defenses and “change tactics” to a “much more judicious use of those incredibly high-demand interceptors that are running low, and using them only against the highest-value targets, the ballistic missiles.”
The brutal US-Israeli war on Iran has reached the end of its third week.
Tehran has continued its massive and unprecedented campaign of retaliatory strikes on Israel as well as US military assets across the region. Iran closed the Strait of Hormuz to Washington and its allies, and is targeting vessels that attempt to cross in violation of its warnings.
The global price of oil has now shot up past $119.
Tehran struck several major energy facilities across the Gulf on Wednesday: the Ras Laffan site in Qatar, Habshan Gas Facility in the UAE, and SAMREF Refinery in Saudi Arabia.
An Iranian missile also struck Israel’s Haifa Oil Refinery on Thursday.
Israel had bombed Iran’s South Pars Gas Field earlier this week, with direct approval from US President Donald Trump.


