How the War Strengthened Iran’s Hand Against the U.S. and Israel |
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How the War Strengthened Iran’s Hand Against the U.S. and Israel
Survival of the regime alone was a victory — but its demonstration of control over the Strait of Hormuz may be a strategic game-changer.
The war in Iran has entered its first ceasefire — a two-week break from hostilities brokered largely by Pakistan that all sides have agreed to, with negotiations on a permanent end to the war to follow starting in a few days.
It’s hard to say who has emerged a “winner” in the war so far, but certainly when one examines what has been accomplished and what has not, the U.S. cannot claim a resounding victory, even as it demonstrated formidable military prowess.
It’s hard to say who has emerged a “winner” in the war so far, but the U.S. certainly cannot claim a resounding victory.
It’s hard to say who has emerged a “winner” in the war so far, but the U.S. certainly cannot claim a resounding victory.
Iran may, in fact, be the country that can claim the victory. It’s not just that the Islamic Republic of Iran survived, it’s also that the country demonstrated its control over the Strait of Hormuz — an outcome that establishes Iran’s position as both an influential regional force and a player able to exert sway over the entire world economy.
After the ceasefire announcement, Iran’s first vice president posted on social media: “Today, a page of history has been turned; the world has welcomed a new pole of power, and the era of Iran has begun.”
It sounds like Trumpian hubris, but it can’t immediately be dismissed as a far-fetched fantasy.
First, the regime had to survive. And it did: Despite President Donald Trump’s self-serving claim, the regime in Iran hasn’t changed. In fact, the Iranian government may have become even more hard-line and less accommodating than before.
Iran took a beating. Despite the depletion of some of its strategic assets, however, the country has maintained many of its strategic capabilities.
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The war hasn’t, for instance, eliminated the uranium stockpile Iran still possesses, though it is buried deep underground — leaving unmet another of the demands that the Trump administration. It is unclear if any of Iran’s thousands of advanced centrifuges survived the bombings in June of last year, but Iran’s ability to manufacture new ones has not been eradicated, despite the loss of some of its nuclear scientists over the past year.
Neither have Israel and the U.S. eliminated all of Iran’s missile launchers or its production lines, as evidenced by the ongoing attacks against Israel and neighboring Persian Gulf states with direct hits up to the ceasefire taking effect. Iran’s drone supply and production line also don’t appear to have been eliminated.
The war, in other words, hasn’t prevented Iran from being a threat to U.S. allies in the region — a threat that has shaken the Arab Persian Gulf states’ faith in U.S. security guarantees, to say nothing of investors’ confidence in the Emirates as a financial capital.
The Gulf is not the only region where the U.S. will suffer international consequences. The war also stoked tensions between Iran and Western nations — some of which assailed the U.S., while even staunch allies in Europe refused to cave to Trump’s admonishments to join the war.
Iran may remain one of the most geopolitically isolated states in the world, but U.S. isolation is rapidly on the rise as well.
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Scoring the war and the previous attack on Iran’s nuclear sites like a boxing match, one might argue that Iran has “won” the second round, despite being bruised and bloodied in the fight.
Surviving intact after more than five weeks of intensive day and night bombing by two nuclear powers, the assassination of its supreme leader and some of its top leadership, and the destruction of infrastructure will itself be viewed by the regime and its supporters as victory.
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The regime’s ability to keep fighting against arguably the greatest military power the world has ever seen will be viewed in Tehran and abroad as a remarkable show of strength, potentially establishing a deterrent against future rounds of fighting.
Ultimately, though, it is Iran’s demonstration of its ability to control the flow of oil, gas, and goods through the Strait of Hormuz that would clinch the match. It became evident that Iran’s sway over the strait, creating a toll booth of sorts, was virtually impossible to undo, short of a major ground invasion — something Trump and even his most reckless advisers were loath to authorize.
Leaving aside the bonus Iran received from the jump in prices as it continued to sell oil during the conflict, the toll it began charging — which amounts to about $2 million per ship — will fill its almost empty coffers in short order.
In his remarks to the press, Trump did not seem to be especially concerned with the toll, even suggesting that he, like any mafia boss, would like a piece of it. Iran may, in the event a permanent peace deal is achieved, even agree to pay the protection money if it guarantees the safety of the regime.
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Stronger Position in Talks
From the perspective of many in the West and certainly in Iran, the claim that Iran “won” the second round of the match rings truer than the U.S. claim of having accomplished its goals.
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The U.S. and Israel’s assassinations and destruction of military and civilian infrastructure were never contestable; Iran was never a match for the two countries’ conventional forces. To what end, though, was the question.
Whether there is a final peace deal or not, the ends of the war can hardly justify the U.S. and Israel’s means. It may be enough to dissuade military action even absent a deal.
And looking forward, in terms of a longer peace deal and nuclear agreement, Iran is arguably in a stronger position than the days before the war.
At the announcement of the ceasefire, Trump said the Iranian 10-point plan was a workable start to negotiations. Though there are some disputes about whether the proposal Iran presented publicly matched what was transmitted privately, many of the new plan’s pillars matched those presented and what Omani mediators had described as a workable proposal for a diplomatic solution.
By surviving a war and inflicting real pain, Iran can probably extract more concessions from Trump than it could before.
By surviving a war and inflicting real pain, Iran can probably extract more concessions from Trump than it could before.
By surviving a war and inflicting real pain — physical and financial — on both the aggressors and their enablers, Iran can probably extract more concessions from Trump than it could before.
With his eye on the markets, the price of gasoline, the unpopularity of the war, and the realization in the wake of his apocalyptic threats that there is universal opposition to actually taking Iran back to the Stone Age, it should be obvious by now that Trump wants to put the Iran issue behind him as soon as possible.
In this way, too, the Iranians have shown that they have the upper hand. While Trump and Israel have demonstrated that they don’t understand the Iranian political system, the Iranians have a solid grasp of U.S. politics. They know about the upcoming midterm elections. Perhaps now they think the survival of the Trump regime is actually what’s at stake.
IT’S EVEN WORSE THAN WE THOUGHT.
What we’re seeing right now from Donald Trump is a full-on authoritarian takeover of the U.S. government.
This is not hyperbole.
Court orders are being ignored. MAGA loyalists have been put in charge of the military and federal law enforcement agencies. The Department of Government Efficiency has stripped Congress of its power of the purse. News outlets that challenge Trump have been banished or put under investigation.
Yet far too many are still covering Trump’s assault on democracy like politics as usual, with flattering headlines describing Trump as “unconventional,” “testing the boundaries,” and “aggressively flexing power.”
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IT’S BEEN A DEVASTATING year for journalism — the worst in modern U.S. history.
We have a president with utter contempt for truth aggressively using the government’s full powers to dismantle the free press. Corporate news outlets have cowered, becoming accessories in Trump’s project to create a post-truth America. Right-wing billionaires have pounced, buying up media organizations and rebuilding the information environment to their liking.
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I’M BEN MUESSIG, The Intercept’s editor-in-chief. It’s been a devastating year for journalism — the worst in modern U.S. history.
We have a president with utter contempt for truth aggressively using the government’s full powers to dismantle the free press. Corporate news outlets have cowered, becoming accessories in Trump’s project to create a post-truth America. Right-wing billionaires have pounced, buying up media organizations and rebuilding the information environment to their liking.
In this most perilous moment for democracy, The Intercept is fighting back. But to do so effectively, we need to grow.
That’s where you come in. Will you help us expand our reporting capacity in time to hit the ground running in 2026?
We’re independent of corporate interests. Will you help us?
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