Iran War at 5 Weeks

So much winning.

Photo credit: 8am.media

Ali Vaez, Iran project director for the International Crisis Group, takes to NYT to argue “Trump Has Lost Control of Events in Iran.” After setting the table, he gets to the crucial bit:

If Iran cannot prevail in a conventional military exchange, it can still prolong the conflict, widen its costs, disrupt the global economy and make the exercise of American and Israeli power more expensive than its architects anticipated. In the process, it has shown that a degraded military and a severely damaged state do not need a weapon of mass destruction to hold its adversaries hostage.

This is why the three tacks Washington has taken to pressure Iran to cede control of the waterway — threatening to destroy Iran’s energy infrastructure, downplaying the disruption as a problem for others to deal with and saying the strait will open “naturally” after the war, and adding it to the long list of requirements for a potential agreement — have not yielded results.

Between the military shortcomings Iran displayed in the 12-day war last June and the nationwide protests it brutally suppressed this year, proponents of this war may have concluded that a regime already hollowed out by sanctions, corruption and popular anger would crack once struck with sufficient force, perhaps proving an exception to the conventional wisdom that air power alone cannot produce a more favorable political order. But a regime built to endure, its leadership infused with a culture of martyrdom and resistance and bereft of mercy, can continue to repress and remain in power.

Though the war may well end up compounding the challenges the Islamic republic faces, for the moment, a tightened grip has enabled Iran’s leaders to recast themselves as guardians of a besieged nation, rather than its tormentors.

The Atlantic‘s Graeme Wood makes related points in “Trump’s Stone Age Threat Will Lead to Tragedy.”

This mismatch—with America measuring its success by its destruction of Iran’s capabilities, and Iran measuring its success by its stubborn will to fight—has left Trump sounding frustrated. How badly must he devastate the Iranian military before he is allowed to declare victory? On Wednesday, he claimed that the Iranian navy and air force were “gone,” their radar destroyed, their ability to produce and fire missiles “beaten,” and their defense-industrial base on the way to being “annihilated,” with the exception of their ability to produce oil. He furthermore vowed to destroy “each and every one of their electric generating plants, probably simultaneously.”

[…]

For Iran, what counts is resistance, against arrogant and wicked oppressors, chiefly the United States and Israel. This resistance need not be accompanied by battlefield triumphs.

[…]

The war was begun, it seems, with the hope that the regime would fall and be replaced by a less fanatical one. The pivot in recent weeks toward attacking Iranian infrastructure is the predictable reaction to the failure to appreciate the vigor of the ethic of resistance. If you cannot change the regime, or otherwise modify the intentions of the Iranian leadership, then the only way to reduce the threat the regime poses is to deprive it of its powers and ability to recover them.

Veteran defense reporter Laura Rozen (“Watching the strange spectacle of Trump committing political suicide“) is more devastating still.

Iran reportedly rejected a U.S. 48-hour ceasefire offer, according to Iranian state media. The Wall Street Journal reported that Iran has told a group of countries trying to mediate that it is not willing to meet US officials in Pakistan in the coming days, the paper reported. An Iranian official did not immediately respond to a query if that was the case.

“Iranian decision-makers are likely to prefer continued fighting over a ceasefire that would only serve as a prelude to a future round of hostilities,” former Israeli intelligence Iran analyst Danny Citrinowicz wrote on Twitter. “Absent guarantees that address their core strategic conditions, Iran has little incentive to bring the current campaign to an end.”

“While Iran may not have determined the timing of the conflict’s onset, it is intent on shaping the conditions under which it ends,” he said.

[…]

[I]t is Iran that increasingly thinks it has the upper hand, says Iran analyst Hamidreza Azizi.

“Trump’s recent speech was intended to project control over escalation and an endgame trajectory, but Iran has interpreted it in the opposite way,” Azizi wrote. “The combination of maximalist threats, the absence of a clear political endpoint, and the lack of a practical plan for reopening Hormuz allows Tehran to portray Washington not as dominant, but as strategically incoherent.”

Trump’s threats, in a belated address to the nation on Wednesday about the war, to bomb Iran back to the Stone Age has worked to the Iranian regime’s advantage, and turned some Iranian people initially hoping for a better government to emerge from the US campaign against it, said Alex Vatanka, an Iran expert at the Middle East Institute.

“If the United States starts blowing things up just for the sake of it, I think what happens is the regime benefits,” Vatanka said on a virtual Iran panel hosted by the Middle East Institute on Thursday. “The reaction to Pres. Trump’s comment about putting Iran back in the Stone Age really has not gone down well at all…and I am being generous in how I describe it.”

“In terms of what the US has in the toolbox, the idea of just sort of relying on more posturing, more escalation, that’s exactly what the regime on the other side seems to want,” he said.

Retired Marine General Jim Mattis, who served as Trump’s first defense secretary, put it this way a few days ago:

What we’re seeing is a situation where targetry never makes up for a lack of strategy. And by that I mean 15,000 targets have been hit. There have been significant military successes, but they are not matched by strategic outcomes. Now, some of the strategic outcomes early on, unconditional surrender, regime change, we’re going to dictate who the next supreme leader is — those were clearly nonsense. Those were delusional and you don’t hear those bandied about anymore. There are some that have been achieved in the military realm. They no longer have a Navy of any note. They no longer have the numbers of ballistic missiles and the defense infrastructure they had before. But the bottom line is it is not matched by success in the strategic area, and that’s a bad thing. 

We’re really good at targetry. But this war, like so many of America’s post-World War II wars, has lacked a crucial strategic component: a plausible theory of victory.

Blowing up targets is a means to an end. It erodes the adversary’s ability to fight. But, given that the entire governing apparatus has been built up to preserve the regime, there was never any obvious connection between blowing up targets and the toppling of the regime beyond hoping that an unarmed populace would rise up against a massive, well-armed internal security force.

I share Citrinowicz’ assessment that the regime has the upper hand here. The Strait of Hormuz is effectively closed, and no one seems to have the appetite to absorb the losses required to reopen it by force. And there’s no reason that they would trust a ceasefire deal made with Trump or Netanyahu.

I have no idea how this ends. Leaving Iran in control of the Strait would seem a non-starter. Escalation into a ground fight nobody wanted seems insane.

FILED UNDER: Middle East, Military Affairs, National Security, World Politics, , , , , , , , , , , , , , ,
James Joyner
About James Joyner
James Joyner is a Professor of Security Studies. He's a former Army officer and Desert Storm veteran. Views expressed here are his own. Follow James on Twitter @DrJJoyner.

Comments

  1. charontwo says:

    Trump has started going after infrastructure, taking out a new Iranian suspension bridge. This is a very bad thing to do, apart from being a war crime, as Iran will retaliate at GCC infrastructure such as desalinization plants. Very bad for a lot of people.

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  2. Sleeping Dog says:

    Al Jazeera and others are reporting that a French flagged container ship, along with 3 Omani tankers and a Japanese LNG tanker have passed through the Strait of Hormuz. So it appears that other nations are beginning to cut deals with Iran to resume some shipping.

    This of course undercuts the felon with his challenge to nations that refused to help him open the strait to do so on their own and so they have. Also the BBC is reporting that Starmer’s people are talking about the rupture in US-UK relations in the trump era as being beyond repair.

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  3. James Joyner says:

    @charontwo: Bridges are almost always legitimate military targets. But likely still a bad idea, since it makes a better state of the peace much harder to achieve.

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  4. Kingdaddy says:

    Strategic bombing has failed at bringing about political change since WWII. But, of course, Trump and Hegseth talking to experts who could tell you that hard-won lesson would cause their penises to shrivel and fall off, which would be even worse for them than fighting a stupid war and triggering a world economic crisis.

    Bombing things exists only at the technical and tactical levels of strategy. Successes at these lower levels are necessary, but not sufficient, for success at the operational and theater levels. If you have no idea what success looks like, at those higher levels, then you fail, despite all the pyrotechnics.

    But, of course, we’re dealing with a degenerate, narcissistic moron and his subordinate, a former platoon commander who only ever thought in terms of the tactical level, and even there, he did it with the mindset of a Norse berserker (Ferocity! Lethality! Grarrr!). And here we are.

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  5. charontwo says:

    @Sleeping Dog:

    The Iranians are researching the ships trapped in the Persian Gulf, if they have any Israeli or U.S. ownership or part ownership they get to eat cruise missiles.

    Jacob Kaarsbo

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  6. gVOR10 says:

    Trump’s best chance to declare victory and quit was Wednesday. After 15,000 targets we must be getting close to attacking individual police stations and post offices. As this continues to not work I seriously fear dimbulb will paint himself into a corner and drop a nuke.

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  7. drj says:

    @James Joyner:

    Bridges are almost always legitimate military targets.

    There has to be a concrete military advantage proportionate to the resulting harm to civilian infrastructure.

    “I bomb your stuff until you do as I demand” doesn’t meet that standard. Ergo, war crime.

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  8. Sleeping Dog says:

    @gVOR10:

    Making the rubble bounce is always intimidating.

    edit: “…dimbulb will paint himself into a corner and drop a nuke.”

    That still won’t achieve his objectives, whatever they are.

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  9. Scott says:

    In similar vein, recommend today’s NYT The Daily for an interview by David French with Stanley McCrystal.

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  10. Kathy says:

    Seeing the Taco so-called administration seems to understand movies, I thought I’d paraphrase Dean Wormer for Whiskey Pete’s benefit: Drunk and stupid is no way to go to war, son.

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  11. Michael Reynolds says:

    The war was lost on Day One. In fact, it was lost before that, when Hegseth and Trump decided, ‘Who cares about the strait?’ It’s a fiasco, a war lost in record time. The self-inflicted damage is extraordinary. We’ve managed to make Iran the toll collector for the Gulf. How do you do this much damage and this much destruction and somehow make the enemy stronger?

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  12. charontwo says:

    A lot of useful info in the following:

    Wajeeh Lion

    Excerpts:

    The operational genius of Iran’s strategy is that it is not an indiscriminate blockade. Mining the strait outright would invite unified global condemnation and an overwhelming naval response. Instead, the IRGC has engineered a sophisticated system of selective denial. Commercial traffic is forcibly diverted from international lanes and funneled into a narrow, highly controlled northern corridor threaded between Qeshm Island and Larak Island.

    ​This corridor operates under a stringent permission regime managed by the IRGC. Vessel operators must submit comprehensive documents—cargo manifests, crew rosters, IMO registration numbers, and destination itineraries—to Iranian intermediaries. Once geopolitically vetted, ships receive cryptographic clearance codes via VHF radio and are escorted by IRGC patrol boats. Over the past few weeks, traffic through this corridor has slowly climbed from five to about sixteen vessels a day. Most belong to strategic allies like China, Russia, Pakistan, and India. However, cracks in Western resolve are beginning to show. In early April, major European shipping conglomerates quietly capitulated, with the Malta-flagged, French-owned container ship CMA CGM Kribi and the Greek-owned tanker Marathi successfully navigating the IRGC-controlled corridor.

    This enforcement is heavily augmented by a pervasive campaign of electronic warfare. The Strait of Hormuz has become a chaotic nexus of GPS spoofing and AIS manipulation, severely blinding allied naval forces. A massive portion of the traffic consists of the sanctioned “shadow fleet”—so-called “zombie tankers” that illicitly transport Iranian crude. These vessels routinely use the identities of scrapped ships to evade tracking. Ships are broadcasting fraudulent flag registries—claiming to be from Madagascar, Botswana, Aruba, and Comoros—and transmitting misleading cargo designations, such as “Santos food for Iran,” to disguise sanctioned petroleum. This electronic obfuscation drastically increases the risk of maritime collisions in heavily militarized waters.

    ​This ad hoc system has rapidly evolved into a state-sponsored revenue machine. The Iranian Majlis (Parliament) is cementing this extortion into domestic law via the “Strategic Action for Peace and Sustainable Development of the Persian Gulf” bill. This legislation mandates compulsory “services”—like navigational guidance and security inspections—and establishes a formal tariff system.

    The operational mechanics and strategic implications of this “Tehran Toll Booth” are profound. First, the geopolitical vetting grants Iran total surveillance over regional supply chains and the absolute ability to ban vessels linked to the U.S. or Israel. Second, the transit tariff structure is astronomical. Assessing roughly 10 percent of cargo value, a single fully laden VLCC faces a transit fee of $2 million. Iranian officials estimate this could generate a massive alternative revenue stream of $70 billion to $80 billion annually. Third, and perhaps most disruptive, is the currency settlement requirement. To achieve immunity from U.S. Treasury SWIFT sanctions, Iran mandates that these tolls be paid exclusively in Chinese Yuan (RMB) or digital stablecoins, accelerating global de-dollarization. Ultimately, with the backing of the new parliamentary bill, Iran is actively attempting to transform a wartime blockade into a permanent, institutionalized maritime toll.

    ​By demanding payment in crypto assets and Yuan routed through China’s Cross-Border Interbank Payment System (CIPS), Iranian operators receive millions of dollars instantaneously across borders, completely hidden from Western regulators. This not only throws a lifeline to the besieged Iranian economy but actively aligns with Beijing and Moscow’s broader objective of dismantling American financial hegemony.

    Concluding:

    The Game Theory Endgame: Strike or Bluff

    ​As the April 6 deadline arrives, advanced game theory reveals a N-player sequential crisis with no easy victories. Washington and Tehran are caught between two highly probable, deeply problematic outcomes.

    ​Scenario A: The Strike. If Washington believes that backing down will permanently destroy its global deterrence, it will follow through on the ultimatum. The U.S. will decimate Iran’s power grid and Kharg Island. True to their doctrine, Iran will instantly counter-strike the Gulf’s desalination and energy infrastructure. In this scenario of mutual destruction, nobody wins. The Strait becomes a heavily mined warzone. Oil breaches $150 a barrel, sparking a deep Western recession. Iran suffers massive internal distress but tightens its authoritarian grip. The result is a protracted, attritional humanitarian nightmare.

    ​Scenario B: The Bluff. If Washington calculates that the destruction of allied water supplies and domestic inflation are intolerable costs, April 6 will pass without a strike. The U.S. may try to frame this as “diplomatic progress,” but functionally, it will be a historic admission of conventional military limits. In this scenario, Iran wins a generational victory. The “Tehran Toll Booth” becomes a permanent, globally recognized reality. Iran achieves total financial insulation from Western sanctions, accelerating the death of the petrodollar. America’s deterrence architecture in the Middle East irreversibly collapses, empowering the Sino-Russian alternative ecosystem.

    As the clock ticks down to 8:00 PM Eastern Time on April 6, the United States is trapped in a profound paradox of power. Dropping the bombs guarantees a global economic recession and a regional disaster. Keeping the bombs grounded officially hands control of 20 percent of the world’s energy supply over to the IRGC. However the next few hours unfold, the decisions made will fundamentally rewrite the boundaries of maritime law, global energy security, and American hegemony for the twenty-first century.

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