Some random Saturday morning observations on the U.S.-Iran War:
(1) Trump is stuck and doesn’t know what to do. He could escalate further but this would bring more material, human, economic and political costs. He can walk away from the war but that would vindicate Iran’s war-time strategy and amount to de-facto U.S. acceptance of Iran’s control over the Strait of Hormuz. He can continue doing what’s he doing, bombing everyday in a failed attempt to coerce Iran into re-opening the strait. Or he can resume negotiations, which will be long, frustrating, drawn-out and inevitably require some tough U.S. concessions. Pick your poison.
(2) From the U.S. perspective, the war is no longer about Iran’s nuclear program—it’s about opening up a waterway that was already open before the war. So Trump is now effectively fighting to get back to where he was before the war started. If this isn’t a sign of complete and total failure at the strategic level, then I don’t know what is.
(3) The U.S. has the advantage in military and latent power, but Iran has the advantage in geography and resolve. By “resolve,” I mean the incentive to continue fighting. Ultimately this comes down to the stakes. For the U.S., the war is an overseas mission of choice; for Iran, it’s existential.
(4) If there’s a silver-lining in any of this, it’s that the war—and America’s recklessness—forces Washington’s traditional partners in the Middle East to diversify their security relationships and do more for themselves (granted, we’re already seeing some of this play out, although how real the shift is remains to be seen). This would not only be better for the region but also give the U.S. the opportunity to stop playing the policeman in the region, which it’s not great at doing anyway.
(5) Nobody is going to be satisfied with how this war ends. There are no clean, clear victories here. Pre-war assumptions have been dead wrong. And the people who made them so brazenly and confidently shouldn’t be treated as serious people anymore (unless they repent).