“…But what I see today, from the frozen solitude where observing the world becomes a torture for the mind, is not a tragedy: it is a farce. A sinister farce, to be sure, but a farce nonetheless, played by second-rate actors on a stage where the scenery is collapsing.”[1]
Over the last one year between 22 June 2025 and 16 June 2026, a grisly farce of a war has been fought between the world’s lone superpower and its ally Israel against a second rate power, the Islamic state of Iran. The latter with neither the technological backing nor the military heft but only it’s civilizational resolve to not succumb. It began with a pre-emptive pummelling of all Iranian nuclear facilities particularly at Fordo, Natanz and Isfahan. The conflict was neither a form of a “Great Power” struggle nor was it a brutal act of upbraiding of an errant state failing to fall-in-line with the will of a hegemon; while it was a barbaric act it was also, clearly, a lesser state expressing its will not to subordinate its sovereignty.
Iran’s Nuclear Ambitions
Iran’s nuclear saga long preceded the 1979 revolution and a look back at its tumultuous 20th century-history is fitting.[2] In 1921, Reza Khan, then a military officer serving in Persia’s Cossack Brigade, staged a coup against the government of the ruling Qajar Dynasty. Thereafter, in 1926, he adopted the name Pahlavi and was crowned Shah. Reza Khan Pahlavi’s eldest son, Mohammad Reza, was, in turn, named crown prince. The Shah began a program of modernization and also became increasingly autocratic. In 1935 he renamed Persia as Iran. Iran remained neutral during World War II, but Britain and the Soviet Union occupied Western Iran in August 1941, using the country as a means to secure wartime logistic lines to Moscow. The Allies were unsatisfied with Reza Shah’s cooperation and orchestrated his abdication that same year, placing his son, Mohammad Reza Shah Pahlavi, on the throne to maintain the façade of Iranian self-rule. Some years after the end of the war, in 1951, Mohammed Mossadegh, long time politician, relation of the Qajars, and member of parliament opposing the Shah, was elected prime minister. To his peril, in a flush of patriotism Mossadegh attempted to challenge the weighted mercantilism being practised by Britain and the US at the time by nationalizing the oil industry and demanding that Iran be the prime beneficiary of its vast oil reserves which had, hitherto, been exclusively controlled by the Anglo-Iranian Oil Company, British Petroleum (BP). Britain did not take kindly to this act; perceiving the policy to be in defiance of their authority. In order to bring about a regime change more pliable to their wishes, in 1953, they conspired a coup d’état in collaboration with the CIA, urging the latter to embark on one of its first covert operations to topple an existing legitimate government and supplant it with a puppet administration. The CIA and the British first undermined the Iranian government through bribery, libel, a vicious media campaign and then orchestrated riots. Agents posing as communists threatened religious leaders and faked attacks on American nationals. After a short bloody fire fight in the streets of Tehran, Mossadegh was overthrown and sentenced to three years in military prison and thereafter was placed under house arrest till his death in 1967.
In the wake of the 1953 coup, the United States catalysed Iran’s nuclear program by signing a nuclear cooperation agreement under President Dwight Eisenhower’s Atoms for Peace Program in 1957. This program envisaged the provision of a five-megawatt-thermal (MWt) Tehran Research Reactor with plans for building more than 20 nuclear power reactors. Their stated purpose was for power generation; however given the unbounded nature of the ‘Cold War’ there was no telling when nuclear power collaboration would reconstitute to a weapons agenda. For his part, as literature now reveals, the Shah pushed hard for domestic development of the full nuclear cycle, in particular the ability to reprocess spent fuel. The crushing of Iran’s first democratic government led by Mossadegh ushered in more than two decades of dictatorship under the Shah, who relied heavily on American policy support, aid and arms. By 1967 a confident Reza Pahlavi donned the twin mantles of Arya mehr (Light-of-the-Aryans) and Shahanshah (King of kings).
The Shah’s autocratic ways, disregard of the power of the clerics and a misplaced sense of the civilizational reality of his people severely estranged him and his ruling coterie from the citizenry. This led to the popular uprising in 1978–79 that resulted in the collapse of the monarchy and a violent backlash against American political influence. On 11 February 1979, an Islamic Republic was established. It involved the participation of a wide range of Iranians—from the secular left to the religious right. The revolution found expression in the form of Shia Islam, supporters of the faith considered themselves to be the key unifying element of Iranian identity and culture. The popular acceptance of leadership by Ruhollah Khomeini, an accomplished religious scholar critical of the Shah, put in perspective the widespread recognition of his role of Velayat-e-Faqih (Custodian and Protector of the Islamic faith) amongst Shias of Iran. He was responsible (in the absence of the twelfth Prophet), for Islamic order and was the de-facto “Conscience-Keeper” of the government.
Weaponisation: The Pakistan Connection
After a brief interregnum following the 1979 revolution, the Iranian government resumed its pursuit of the previous regime’s nuclear aspirations, albeit slowly. Criticism of the Shah for having pursued a programme of nuclear development on grounds of “theological” reasons had painted Ayatollah Khomeini in a corner which, apparently, explained his reluctance to progress the nuclear programme more vigorously in his lifetime. Following his death in 1989, the new supreme leader, Ayatollah Ali Khamenei, had no such compunctions and he expanded Iran’s nuclear activities. The extent to which the programme had progressed became apparent in 2002 when the AQ Khan affair broke. Iran, with clandestine support from Pakistan through its ‘Nuclear black markets’ (see IISS report titled “Nuclear Black Markets”, a net assessment dossier, 2007, Pgs. 50-54 and 93-94); had built at Natanz a uranium enrichment facility with the capacity to house a cascade of 50,000 centrifuges.
Washington’s ambivalence to the IISS report, and indeed its tacit ‘wink’ to the affaire-AQ Khan, as well as to its outcome and its dubious liaison with Pakistan buttressed accusations of the White House indulging in nuclear hypocrisy of a dangerous kind. The United States offered humiliating and unrealistic ultimatums while dithering in its resolve to enforce nuclear non-proliferation policies, instead of making it clear to the people of Iran that a democratic, law-abiding government could have easily, and at much less cost, achieved the enrichment rights guaranteed under the NPT. Was it because this narrative gave the White House the opportunity to not just mischaracterise, but also create its own “nuclear reality” of the nature and orientation of the Iranian nuclear programme and its shadowy links with Pakistan’s illicit nuclear programme? The very few prosecutions in the AQ Khan affair, indulgence of the US establishment, lenient punishments, ‘blind-sided’ investigations of the Pakistan establishment and the scale of proliferation have left world opinion alarmed at the duplicity of purpose, and indeed the insincerity of the entire fact-finding process and its intended objectives.
Fallout of the AQ Khan affair and the outward proliferation from Pakistan to Iran took a critical turn in 1987 at the meeting of the chairmen of the Iranian and Pakistani atomic energy commissions. They entered into a clandestine agreement for joint development of centrifuges which included specifications and material to set up a cascade of 2000 centrifuges along with all auxiliaries necessary for the enrichment of weapon grade uranium (see IISS report titled “Nuclear Black Markets” pg. 68). British and American agencies’ suggestion that the deal was struck between Iran and AQ Khan without the knowledge of the Pakistan military is not only preposterous but is inconsistent with what is open knowledge of who commands, administers, holds the purse strings and indeed steers the Pakistan nuclear programme. Not forgetting that General Zia-ul-Haq was Dictator, Chief Martial Law administrator and the President of Pakistan from 1977-1988. It was under his watch that Pakistan performed its first fissile “cold test.” And that Zia famously remarked (in the year under the glass, 1987), that Pakistan possessed the capability to build a (nuclear) weapon. He maintained absolute state and military control over its “clandestine nuclear weapons programme” as did subsequent Army Chiefs and military dictators. This should lay to rest the entire substance of the IISS report on Pakistan’s nuclear black markets and its assertion that the entire enterprise was a “Cash-and-Carry” private handiwork of Abdul Qadeer.
Iran and the NPT: Hear no Evil
By 1970 Iran had not only signed the NPT but had also ratified it, agreeing not to seek nuclear weapons in exchange for the promised technologies that were concomitant to the Treaty. While this obligation remained a foundational precept even after the Iranian revolution of 1979 that deposed the Shah, the country initiated a uranium enrichment program and the creation of underground nuclear facilities. These critical infrastructures were developed at Natanz, Fordo and Arak. Iran maintained that they were intended to play a role in civilian nuclear power generation and were within the purview of the NPT in terms of Article IV that govern inalienable rights of signatories to“…research, develop and use nuclear energy for non-nuclear weapon purposes.” However, in 2005 and 2006, the International Atomic Energy Agency (IAEA) Board of Governors alleged that Iran’s covert development of nuclear facilities and concealment of nuclear material violated its NPT Safeguards Agreement. In the meantime the White House, that had persistently repudiated and suspected Iran’s intentions of nurturing a secret programme to weaponise their nuclear wherewithal, also questioned critically the grounds for why an oil and gas rich country needed the frame of reference sanctified in Article IV; declaring maleficent intent to use the Article as a cover for developing nuclear weapons.
The sum and substance of Pakistan’s involvement with the Iran’s nuclear weapons programme was that the latter were enabled to establish underground manufacturing facilities through the AQ Khan Black market network at Natanz for 54,000 advanced centrifuges along with all requisite auxiliaries. The critical factor was that from 2003 onwards Iran had the “potential” of producing enough Highly Enriched Uranium (HEU) for twenty nuclear bombs of 20Kt yield per year; if it chose to break out of the Nuclear Non-proliferation Treaty (NPT) Agreement of which it was a signatory nation since 1968 (see IISS Report ibid pgs. 70-71).
By January 2007, Washington’s “hear-no-evil policy” had one unanticipated salutary effect; The Bulletin of Atomic Scientists, solemnly, pushed the minute hand of the Doomsday Clock two minutes closer to midnight, the symbolic end of civilization. Eighteen Nobel laureates declared “the danger of apocalypse is closer now than at any time since Hiroshima and Nagasaki”.
Unremitting Retribution
The complexity of the Iranian case stems from the fact that it inflames the right to nuclear energy and the extent to which this “right” can be expanded. Some states point out that fuel-enrichment activities, which are at the centre of the Iranian crisis, are not forbidden by the NPT, and should be considered as part of the “inalienable right” stated by Article IV of the treaty. While others suggest that Article IV puts the emphasis on the need to demonstrate the “peaceful purposes” of nuclear activities, which the IAEA cannot confirm for Iran’s nuclear program. Underlying the many circumscriptions and debilitating restrictions that were piled upon Iran over the years is the embarrassment that Washington suffered for the 444 day hostage crisis (Nov 1979-Jan 1981) which included the mortifying debacle of the bungled rescue mission. The crux of the Iran nuclear quandary and Washington’s obsessive quest for unremitting retribution is centred on the loss of national pride that the USA suffered in the crisis as its foreign policy was seen as weak and its leadership in a state of paralysis. It also became the central cause for the Carter administration not being elected for a second term.
Over the next three decades Israel and the USA systematically indulged in clandestine activities to paralyse Iran’s nuclear programme. Measures included assassination of Iran’s nuclear scientists and the use of computer malware to sabotage Iran’s nuclear programme. All this was in addition to the sweeping and economically crippling sanctions that had been imposed on Iran since 1979.
Joint Comprehensive Plan of Action (JCPOA)
Hassan Rouhani was elected president of Iran in 2013. He inherited a country in financial recession and an economy that was shrinking by 1.9%. The nations heavy reliance on oil revenues was strangled by Washington led sanctions enforced during the previous four decades which had pushed the economy over the precipice. More than 50% of its oil exports had been embargoed while the currency had lost more than 200% of its value against the dollar. In these circumstances, Rouhani was forced to find a solution to reduce the burden of sanctions on his collapsing nation. He began negotiations with the United States and other countries to find a solution to resuscitate the economy.
There was a belief amongst the five permanent members of the UN Security Council along with Germany that not only were the sanctions and economic restraints, hitherto imposed on Tehran, having ruinous impact on the economy but was devastating the very viability of that nation (despite being oil-rich). Add to this the conviction that President Rouhani was more moderate in his political outlook than his predecessors. It was seen as an opportune moment to not just capitalise on the dire condition of the failing state, but also to ensure that Iran did not break out of its restraints and achieve a rogue nuclear weapon status. It was also feared that strategic desperation may push it irredeemably into the embrace of China and Russia. The JCPOA was conceived as an instrument that capped Iran’s nuclear programme, assured transparency and verifications of nuclear activities and in return provided the much needed, sanction relief to the financial, banking, commerce and trade sectors. There was the unwritten assumption that in the middle term, conditional removal of sanctions coupled with the ‘pressure-push and carrot’ policy would entice Iran into the Western fold.
The JCPOA was signed in Vienna on 14 July 2015 between Iran, on one side, and the five permanent members of the UN Security Council (China, France, Russia, UK and US) plus the EU and Germany, on the other. It included reciprocal commitments regarding the lifting of all UN, multilateral and national sanctions together with limitations and monitoring of Iran’s military nuclear programme. At the time, JCPOA was hailed internationally; at least notionally as a deal between (near) equals, as a great diplomatic coup. The objective to limit capabilities of Iran’s military nuclear programme through periodic inspection and verification reinforced security in West Asia was in exchange for the Iranian government’s pressing need to rid itself of the crippling sanctions. The integrity of the Agreement, it was felt, was assured by the indigent nature of the dispensation in Tehran. Between July 2015 and May 2018, for over two years, the IAEA routinely verified in quarterly reports that Iran remained in full compliance with all of its JCPOA obligations. However the ‘Iran Deal’ did not take into account the capricious nature of the new occupant of the White House.
Untimely Burial of the JCPOA
President Trump in May 2018, following through on a campaign pledge, made more out of a visceral aversion of his predecessor’s policies, withdrew unilaterally from the JCPOA. European allies who so recently had greeted and touted the Plan, stood submissively-by. The US Supreme Commander declared “this was a horrible one-sided deal that should have never, ever been made.” He re-imposed heavy sanctions on Iran and turned Obama’s “pressure-push and carrot” policy to a “maximum-pressure” campaign. Relations between White House and Tehran plunged to a new low as military escalation was ramped-up. The harsher and less discerning of humanitarian considerations of the additional sanctions targeted Iran’s financial, oil, petrochemical, and shipping sectors to further cripple the economy. Supplementary embargoes were coupled with a series of provocative maritime incidents in the Persian Gulf, attacks on shore installations, assassinations which included General Soleimani head of the IRGC and key nuclear scientists involved in their nuclear programme in addition to other vital figures in the Iranian Command hierarchy. The grisly deaths were planned, coordinated and executed between Israel and Washington.
Without access to economic relief enabled by the JCPOA, Iran on its part, reneged on the matter of re-starting nuclear operations. It did so with less noise and more substantively. It first obstructed and then circumscribed IAEA access to nuclear infrastructure, engaged in non-compliance of the terms of the Nuclear Agreement while stepping up enrichment of uranium at its facilities in Fordo and Natanz. UN sanctions on ballistic missile production and acquisition, UNSC Resolution 2231 were unilaterally overturned. The JCPOA’s short lived mortality only served to underscore the fickle nature of Washington’s Iran policy. By overturning the framework of the Agreement, Washington lost regulatory oversight of Iran’s nuclear infrastructure, ability to influence decision making and gutted diplomatic channels for addressing regional security. These events, as it rapidly turned out, were to escalate to open conflict and disrupt energy security world-wide with its consequent fallout on the global economy.
Between 2018 and 2024, US-Iran relations transformed from diplomatic collapse into direct military action, as a part of Washington’s “maximum pressure” policy. But, if at all there was a pivotal moment during the conflict it was the regional fallout of the 07 October 2023 Hamas assault on Israel which was followed by the Israeli saturation bombing of Gaza, a series of missile exchanges with Iran and the largest ever direct Israeli strikes targeting Iranian air-defences and ballistic missile production infrastructure. Intensification of combat operations was clearly intended to bring Tehran to the table not as an equal, as the terms of the now dead JCPOA suggested, but as a vanquished supplicant.
Operation Midnight Hammer
Operation “Midnight Hammer” was Washington’s military operation to strike at Iran’s nuclear facilities launched on 21 June 2025 amidst the on-going Israeli strikes on Iran. It involved over 125 U.S. aircraft, including seven B-2 Spirit bombers, and the use of approximately 75 precision guided weapons including 14 GBU-57 Massive Ordnance Penetrators (MOPs) over the course of 25 minutes. The MOPs were deployed against underground nuclear facilities at Natanz and Fordo. U.S. submarines launched over two dozen Tomahawk cruise missiles at the nuclear facility at Isfahan. In announcing the outcome of strikes, President Trump asserted that “Iran’s key nuclear enrichment facilities have been completely and totally obliterated” and that Iran “must make peace,” saying, “If peace does not come quickly, we will go after … other targets.”
Despite Washington’s declaration of “total obliteration,” experts continue to debate the extent to which the operation set back Iran’s nuclear program. Contradictions, concerning damage assessment and indeed, the very purpose of Iran’s nuclear programme, abound. To add confusion to the muddle, in the run-up to the Operation, American intelligence assessed that Iran “is not building a nuclear weapon” (as of 25 March 2025) and that the Supreme leader, Khamenei “has not reauthorized the nuclear weapons program that he suspended in 2003.” World leaders had urged restraint and de-escalation while underscoring the grave potential for escalation spiralling out of control.
Iran’s kinetic retaliation to Washington’s air-strikes was, in a sense, largely low-key in destructive impact but it signalled a disturbing willingness to enlarge the scope of conflict while severely damaging the credibility of the security umbrella that the USA had promised the Gulf Cooperation Council (GCC) states. It, first, announced to the IAEA that the air strikes on nuclear facilities had in no way destabilised external radiation levels at Natanz, Fordo and Isfahan before formally suspending key cooperation and oversight of the Agency (IAEA); suggesting that critical elements of their nuclear programme were intact, particularly their stockpile of highly enriched uranium ( 60% +). Retaliatory strikes were launched in the form of drone and missile strikes to inflict damage on Israel together with kinetic attacks on the US base at Al-Udeid in Qatar to underscore its resolve to all stake holders particularly the regional players of the GCC states.
Targeting Qatar had left the GCC nations in a state of great anxiety; they had and continue to express formal statements of alarm in the wake of continued combat operations. Concerns have centred on the collapse of the principle of territorial sovereignty as enshrined in the UN Charter. All GCC states ironically, are clear that they do not condone US military strikes despite the prevalent hostility of Iran; while there is the strategic dilemma in attempting to balance this with the reality of their reliance on US security guarantees. But perhaps the most impactful fallout was Iran’s move to close the Strait of Hormuz.
The total Iranian casualties of the 12-day war (13 to 25 June 2025) included 1,190 killed and 4,475 injured, of these there were 35 assassinations of Iranian Commanders and 11 nuclear scientists.[3] While social scientists have underscored that the most pressing and, indeed, disturbing behavioural problem of our times is aggression and warfare; assassination continues to remain an unlawful murder or potential war crime in international law.
The Strategic Perspective
From a strategic point of view the conflict had global ramifications. Significant to our study is the impact on India and China. For India, which imports nearly 2 million barrels of oil daily through the Strait of Hormuz, instability translates to supply shortages, spiralling energy costs, rising inflation, uncertainties in markets and the commercial environment all having a detrimental fall-out on economic growth.
India is highly vulnerable to global oil price volatility; a sustained surge in the conflict could trigger higher inflation, strain the fiscal balance, retard economic activity and shift investor sentiment towards more fungibles such as bonds and gold that not only offer more stability by serving as a hedge against inflation but also retains liquidity.
Demographically over 66% of India’s 1.34 crore non-resident Indians live in West Asia, mainly in the UAE, Saudi Arabia, Kuwait, Qatar, Oman, and Bahrain. The large population could face hazards from regional tensions, making their safety a key priority for New Delhi. India’s key connectivity projects like the Chabahar port in Iran, which provides links to Afghanistan and Central Asia, is adversely affected by regional turmoil.
The India-Middle East-Economic Corridor (IMEC) a visionary project faces risks from the conflict, threatening its progress and impacting global trade and regional economic dynamics. Additionally, disruptions and insecurity of the sea lines of communications cause delays, run-a-way insurance premiums, higher shipping costs and lead to instability in global trade. India has built robust relations with Israel, especially in areas like defence, technology, and innovation. However, as tensions escalate, India could find itself in a challenging position, facing pressure to take sides –an outcome it would prefer to avoid.
China as the largest purchaser of Iranian oil provides it with a vital economic lifeline amidst international sanctions. With the closure of the Strait of Hormuz, that supply line was severed leaving China to search for alternate sources; secondly the credibility of Beijing’s recently launched Global Security Initiative (GSI) that announced with much fanfare the normalisation of relations between Saudi Arabia and Iran now appeared rather fragile as Iran retaliated to the 25 June bombings by missile and drone attacks on American bases in the Persian Gulf including those in the Saudi kingdom. China’s aspirations for greater international leadership, central to the GSI, will remain an important feature of their diplomacy, at least as long as Xi Jinping remains in power. Although its vision of security governance, much less a future ‘world order’, remains vague and in many cases quite situational, its broad and flexible scope may have allowed Beijing to be opportunistic in finding ways to link it with the BRI. However this grand plan did not reckon with the White House’s intentions in West Asia. “Midnight Hammer” not only underscored Washington’s predominant influence in West Asia but it also put-paid to the GSI and very firmly left Beijing in the side lines.
There was to be no rapid end to the economic woes of the world caused by the conflict. For no intelligible reason (that has so far emerged), Washington, on 28 February 2026, launched Operation “Epic Fury” initially intended to bring about a rapid “regime change” in Iran.
Operation Epic Fury: A War of Capricious Aims
On 28 February 2026 the United States of America along with Israel unleashed a massive military strike on Iran. Both allied Presidents of America and Israel called it a “pre-emptive strike”; what was being pre-empted and to what reasons has not so far been declared other than that the USA was pre-empting a strike by Israel on Iran that would provoke an attack on US military installations in the Persian Gulf region (?). But to the world at large there neither was any compelling cause for the rapidly escalating carnage nor was there any apparent motivation for the scale of disruption and devastation being meted out to the entire region. Particularly so considering the magnitude and intensity of the joint military exertion that the two brought to bear on Iran. Within a matter of a week the inconceivable conflagration spread to the entire West Asian region shutting down, completely the flow of over 20% of the world’s energy demands. The Islamic Republican Guard Corps (IRGC) immediate response was closure of the Strait of Hormuz and persistent missile and drone strikes on American military bases in the hitherto neutral Gulf States. This foreseen yet unexpected development confounded Washington and Israel, while the global community was astounded at its ramifications; this despite American security guarantees to the Gulf Cooperation Council . Notwithstanding the assassination of Iran’s supreme leader Ayatollah Ali Khamenei, and a host of targeted members of the Islamic Consultative Assembly, Military and Security leadership; the Regime did not fall. Washington then sought to justify the conflict as a ‘jus ad bellum’ a Just War, by calling to attention of the world community of the incidents when the Iranian regime over the previous four decades “engaged in a clear pattern of unprovoked aggression and direct and proxy attacks against Israel and the United States, while spending billions of dollars to operationalize its promise to destroy the former and continuously calling for death to the latter”; that conduct established the basis and operative context for combat operations Midnight Hammer and Epic Fury. But the Regime refused to fall; so the war aims were quickly altered, it now reads “to destroy Iranian offensive missiles, destroy Iranian missile production, destroy [Iran’s] navy and other security infrastructure,” and, finally, ensure that Iran “will never have nuclear weapons” (but had not Iran’s nuclear capability been totally obliterated in operation Midnight Hammer?)
Between 28 February and 05 May 2026, operation Epic Fury was prosecuted with great combat vigour by USA and Israel. Air-power and to a much lesser extent Sea power were committed to pulverize hundreds of command, leadership, military, strategic and economic targets all across Iran. While the IRGC responded with intensive drone and missile strikes on American logistic and operating bases in the Gulf region, West Asia and Israel. Operations were conducted in four phases:
- Phase I (28 Feb to 08 March 2026) was dedicated to “assassinate top government and military leaders to bring about a situation when the regime would collapse, eliminate once and for all Iran’s ambitions to obtain a nuclear weapon, to destroy its ballistic missile infrastructure and its offensive war-making potential.
- Phase II (08 Mar to 23 Mar 2026) Efforts to open the Strait of Hormuz unconditionally to free maritime passage. This objective was never there initially since the Strait had never been closed, but soon after combat operations were launched control of the Strait became the primary aim of operations.
- Phase III (23 Mar to 07 Apr 2026) The “Stop-Box-On” campaign. On 23 March USA announced that “war aims having been achieved discussions were on to end the conflict. Iran was given five days to reopen the Strait and was offered a 14-point plan to end the war.” Awkwardly neither was Israel included in the peace process nor was termination of on-going operations in Gaza and Lebanon a part of the Deal. Iran had till 07 April to accede and conform. In the event Iran did neither and came up with a deal of its own.
- Phase IV (07 Apr to 05 May). The end of a civilization-declaration, an unreal blockade and a chimeric peace. Washington’s 14 point agreement presented on 23 March included terms to lift all sanctions, reopening the Strait and re-building the nation. The deadline for accession was to expire on 07 April. On that day peeved at the lack of response, Mr Trump declared on social media to the people of Iran “a whole civilisation will die tonight”. This declaration by any interpretation is an ‘incitement to genocide and as history has shown, words directed at the destruction of a people carry criminal weight’. In response Iran generated a counter agreement that dealt with three salient; lifting of all sanctions, war damage compensation of $300b and release of all frozen assets. As to the opening of the Strait, Iran’s position was that it was never closed prior to the conflict; closure was a function of America’s hollow distant blockade of Iranian ports. Notwithstanding, sporadic strikes and counter strikes continue.
Wagging the Dog: Madness of this War
Although an attempt has been made to frame the furtherance of the conflict within four chronological phases of operations, clearly there were no such distinct boxes. The fact is that the conflict seems to be been driven not by the most dominant antagonist but by Israel. The aims of the allies differ in scope, geography and intensity. To Israel it was a continuation of what started on 07 Oct 2023 when the terrorist group Hamas carried a deadly assault on Israel and therefore the scope of conflict included all of Iran’s proxies and the geographies of operations where they had moved into; portentously their nomadic concept of combat involve practically all sovereigns of West Asia. On the other-hand for Washington it was payback-time for the strategic humiliation of the past and its consistent failure to bring Tehran to heel. Wisely, none of Washington’s traditional allies wanted any part of this war. Far too many such anomalies existed to find common cause when trying to make-sense of this on-going conflict.
To begin with what was Washington’s aim? And who was pre-empting who, not amongst the antagonists, but between the allies; Israel and the USA? If Iran’s nuclear capability had been obliterated on 21 June 2025, during Operation “Midnight Hammer” why had it become central to the conflict in February 2026? Opening of the Strait of Hormuz and its control was never a part of the strategic aim, since it was never closed at the start of the conflict; so why is its control dominating the course of combat today? Why was the girl’s school at Minab struck in the horrific aerial bombardment of 28 February, it caused the massacre of over one hundred and fifty six children and staff, was this an accident? Particularly since it was the result of deliberate planning, preparation, intelligence gathering and targeting; it was significantly to be hit in the first wave of strikes.
An F-15 E fighter aircraft was shot down on 03 April in the vicinity of Isfahan; during the next two days, a massive “supposedly rescue” operation was launched which involved the loss of 2x Special Forces C-130 each with troop carrying capacity of up to 92 combat troops each, 4x combat rescue helicopters. A total of 155 aircrafts participated in the operation which included fighters, bombers and surveillance aircrafts; what is not clear is the size and disproportionate make-up of the force for a rescue mission particularly since the mission on 03 April by the F-15 E remains a mystery.
Casualties in the on-going operations include over 3,500 Iranians dead and about 26,500 injured and on the American side as of July 2026, seventeen military personnel killed and 420 injured.[4] While material and economic losses on the Iran side exceeds $270 billion which includes military and civilian infrastructure the bulk of their Navy and Air Force; while America lost over $30 billion in terms of military hardware including 42 combat aircrafts and excessive damage to 17 military Bases in West Asia valued at approximately $800m. Israel on the other hand has suffered structural losses to infrastructure of close to $11.52b. On a global scale, world GDP has reduced roughly by 0.3%. Worst hit are oil dependent nations whose growth is powered by consistent supply lines and stable oil markets such as China, India, Brazil and the European economies.
While speaking to reporters on 05 May 2026, amidst children, President Trump ranted, “We would have had Iran with a nuclear weapon, and maybe we wouldn’t all be here right now, I can tell you, the Middle East would have been gone. Israel would have been gone, and they would have trained their sights on Europe first and then us, because they’re sick people. These are sick people, and we’re not going to let lunatics have a nuclear weapon. The power of a nuclear weapon is something I don’t even want to talk about. It’s not going to happen. And we have beaten them badly.” Surely then, the 07 April “promise that a whole civilization will die tonight” must equally be the words of lunacy.
Logic of Limited Wars: Unfortunate Conclusion of King Pyrrhus
The logic of a limited war is the use of military force to bring about a change in specific behaviour, seize control of action in a specific domain, all in a limited time period, using limited resources and waging the war within restraints of intensity. All five considerations have either not been met or just partially in the on-going war and awkwardly White House leadership cannot make up its mind whether the war is over or not. The seemingly aimless nature of the sporadic yet intense conflict may have left the observer in awe, but facts suggest to the dominant protagonist that the conflict is going in no controllable direction and the motivation to pursue the engagement is fast fading.
Can this be a modern day variant of the battle of Asculum (279 BCE) which has been immortalised in the phrase a ’Pyrrhic’ victory? In which case it is time for POTUS to realise, at least now, as the Greek King, Pyrrhus put it so lamely “If we win another (victory) like this, we will be ruined.” That ‘another-such-victory-like-this’ for Washington, will bring about not just a fall in its standing; but also a collapse in its economy and the nation’s will. Perhaps it is time to once again declare victory and bring about a closure to this conflict (the efforts to a ceasefire are heading nowhere). The alternative being a redux of yet another endless, futile and a wasteful war such as was in Vietnam, Iraq and more recently in Afghanistan.
And what of Iran? Will it fall into the dystopian Political Geography of 1984? Into the grips of Oceania, Eurasia and Eastasia? A region of perpetual low grade warfare to feed into Orwell’s Newspeak narrative of ‘permanent peace’? Or will it stand-up as a true civilizational state and lift itself from this self-destructive morass and find its destiny in an era of reconciliation and progress?
[1] This quote is from French foreign affairs analyst Joël-François Dumont, writing in the online journal https://european-security.com/. The writing here is in the style and “orientation” of Charles de Gaulle. Of this quote Dumont writes, “This text was put into perspective for our series “Great Witnesses of History.” It is intended as a synthetic restitution of Gaullist thought applied to current issues, developed from the memoirs and landmark speeches of General de Gaulle.” For more see https://european-security.com/en/the-twilight-of-nations-memoirs-of-a-foretold-disaster-2/
[2] See here for a concise timeline of events: https://www.pbs.org/newshour/politics/middle_east-jan-june10-timeline
[3] These numbers are from HRANA, Human Rights Activists in Iran, a “non-political and non-governmental organization comprised of advocates who defend human rights in Iran.” HRAI was founded in 2005. https://www.en-hrana.org/twelve-days-under-fire-a-comprehensive-report-on-the-iran-israel-war/
[4] See Al Jazeera report on casualites https://www.aljazeera.com/news/2026/7/20/what-we-know-about-us-soldiers-killed-in-iran-war-and-iranian-casualties