Why Iran and Lebanon matter, and who shapes what comes next
The Middle East stands again at the lip of an abyss, and the tremor is not regional – it is global. The reported killing of Iran’s Supreme Leader Ayatollah Ali Khamenei in joint US–Israeli strikes, followed by Tehran’s missile retaliation and the effective closure of the Strait of Hormuz, has torn open a conflict long incubated in shadow. What began as a doctrine of deterrence has morphed into a theatre of decapitation, drones, and dread.
For a region already haemorrhaging from two years of humanitarian catastrophe in Gaza and deepening instability in Lebanon, this is not merely an escalation. It is a rupture. The moment matters because it shatters the fragile scaffolding of global order — where a regional war now imperils international law, rattles energy lifelines, undermines economic stability, and erodes faith in multilateral diplomacy.
Operation ‘Epic Fury’, as it has been described, was framed in Washington and Tel Aviv as a necessary blow to halt Iran’s nuclear trajectory. President Donald Trump vowed the campaign would continue until Iran ‘could not have a nuclear weapon’. Yet international legal scholars swiftly cast doubt on the legality of pre-emptive force absent an imminent threat. Experts found no clear evidence that Iran posed such an immediacy as to justify a unilateral attack under Article 51 of the UN Charter. In bypassing the Security Council, the strikes have reopened a wound familiar since 2003: the erosion of the rules-based order by those sworn to uphold it.
Tehran’s response was swift and theatrical. Ballistic missiles and drones rained down on Israeli cities, killing at least nine in Beit Shemesh and wounding dozens more. US bases in Bahrain, Qatar, Kuwait and the UAE were struck; four American service members were confirmed dead. Iranian officials insisted this was lawful self-defence against aggression. Yet when missiles hit civilian infrastructure in Gulf states, even sympathetic observers recoiled.
International humanitarian law is unambiguous: deliberate or indiscriminate attacks on civilians breach the Geneva Conventions. As legal scholars have reminded in Opinio Juris, targeting hospitals or civilian objects is a war crime, full stop.
The economic shockwaves have been immediate and punishing. Roughly 20 per cent of global oil and a similar share of liquefied natural gas transit the Strait of Hormuz. With shipping disrupted, Brent crude briefly surged above US$80 per barrel, and analysts at UBS warned that sustained closure could push prices beyond US$120. European gas prices face the prospect of tripling if LNG flows remain constrained. In Australia, economists estimate petrol could rise by 40 cents a litre should oil breach US$100.
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Inflation, thought to be retreating after years of pandemic strain, now stares down another imported surge. The Middle East’s fire is once again lighting the fuse of global cost-of-living pressures.
Lebanon, fragile and exhausted, has been dragged back into the inferno. Following Hezbollah’s cross-border strikes in what it described as retaliation for Khamenei’s death, Israel launched heavy air raids on southern Beirut; at least 52 were killed and more than 150 wounded, with tens of thousands fleeing. The Lebanese government’s extraordinary move to ban Hezbollah’s military operations signals both desperation and a potential inflection point.
The Organisation of Islamic Cooperation has urged Muslim leaders to move quickly to contain the crisis, warning that every new strike narrows the space for diplomacy. Its call reflects a growing fear across the region that escalation is outrunning the mechanisms meant to restrain it.
Yet history offers sobering lessons. From Kosovo to Libya, airpower alone rarely produces stable political outcomes. As Robert Pape has argued in analysing decapitation strategies, leaders fall, but regimes adapt; martyrdom can stiffen resistance rather than dissolve it.
Yet history offers sobering lessons. From Kosovo to Libya, airpower alone rarely produces stable political outcomes. As Robert Pape has argued in analysing decapitation strategies, leaders fall, but regimes adapt; martyrdom can stiffen resistance rather than dissolve it.
The strategic gamble underpinning this war is that regime decapitation will either collapse Iran’s theocratic system or force capitulation. The Atlantic Council has sketched scenarios ranging from hardline consolidation under the Revolutionary Guards to prolonged internal power struggles. None promises swift liberal transformation. Iran endured eight brutal years against Iraq in the 1980s at a catastrophic human cost and did not capitulate. Nationalist resilience, especially when fused with religious identity, is not easily bombed into submission.
Meanwhile, Gulf states hover at the edge of open participation. The Gulf Cooperation Council warned it ‘would respond to Iranian attacks if necessary’. If Saudi Arabia or the UAE were to strike directly, the conflict would metastasise into a full regional war.
The alignment map would shift again: Sunni monarchies edging closer to Israel for security guarantees, Iran leaning further into China and Russia’s diplomatic embrace. Beijing has already condemned the killing of Iran’s leader as unacceptable regime change. The great-power competition that shadows every regional crisis would deepen.
And what of the moral ledger?
The language of self-defence rings hollow when apartment blocks crumble, and children are pulled from rubble in Tehran or Beirut. Just war theory demands proportionality and distinction; revenge dressed as security corrodes both.
The language of self-defence rings hollow when apartment blocks crumble, and children are pulled from rubble in Tehran or Beirut. Just war theory demands proportionality and distinction; revenge dressed as security corrodes both.
The longer this conflict runs, the more it normalises a world in which unilateral force trumps multilateral restraint. Smaller states are watching if powerful nations may strike first and justify later; the incentive to invest in treaties, inspections and diplomacy withers.
For global policymakers, the path forward cannot be paved with more ordnance. An urgent ceasefire brokered by credible intermediaries such as Oman or Switzerland must be the immediate priority. Humanitarian corridors and unfettered access for the Red Cross and UN agencies are non-negotiable. An independent investigation into alleged violations of international humanitarian law on all sides would signal that accountability has not entirely fled the stage.
Indonesia’s attempt to mediate—rooted in its Bandung inheritance and its refusal to accept escalation as destiny—shows how middle powers are trying to keep dialogue alive even as great-power force reshapes the region.
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Beyond the guns, a diplomatic reset is essential. The collapse of the Joint Comprehensive Plan of Action left a vacuum filled by mistrust. Any durable peace will require a revived or reimagined nuclear framework, coupled with regional security guarantees that address Gulf anxieties and Israeli fears without consigning Iranians to perpetual siege. Economic incentives – calibrated sanctions relief tied to verifiable compliance – may prove more potent than further bombardment.
Multilateral maritime protection of shipping lanes, involving not only Western navies but Asian and Middle Eastern stakeholders, could stabilise energy flows and cool speculative panic.
There is, beneath the rubble and rhetoric, a shared interest in survival. The Middle East sits at the crossroads of global trade, faith, and memory. Its wars do not stay local; they reverberate through fuel pumps in Melbourne, food prices in Nairobi, and bond markets in Frankfurt. A region so often caricatured as intractable has also shown moments of pragmatic leadership and unexpected détente. The recent Saudi–Iran rapprochement, however fragile, hinted at possibilities beyond perpetual proxy war.
Peace will not arrive on the wings of drones. It will require imagination, restraint, and the humility to recognise that security built on humiliation is brittle. The present crisis is a warning: without recommitment to law, diplomacy and the protection of civilian life, the global order will fracture further.
The alternative is not victory but exhaustion – strategic, moral, and economic. For a world already strained by climate shocks, pandemics, and inequality, another open-ended Middle Eastern war is a luxury humanity cannot afford.
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The views expressed in this article belong to the author and do not necessarily reflect the editorial policy of Middle East Monitor.
