Renewed Attacks in the Middle East

Update: May 7 – Attacks on Iran have resumed today, after the IRGC Navy targeted US Destroyers in the Strait of Hormuz. The US then retaliated against targets inside Iran. Officials still claim the ceasefire remains in effect. Follow below for continuing coverage.

Original Story: After a brief pause in fighting, Iranian missiles descended down onto the UAE, targeting the Petroleum Industrial site in Fujairah causing potential material damage. This is a rapidly developing situation and updates will surely follow, the whole gulf is hoping that this brazen assault on the UAE is just a one off strike. However, a tense atmosphere has once again returned to the strategic oil producing nations that utilize the straight of Hurmuz.

This is a breaking news story.Information will be updated as details become available.

Why the Blockade Hurts Iran More Than the War Did

US forces patrol near the Touska in the Strait of Hormuz

Iran’s oil exports have effectively collapsed under the CENTCOM naval cordon, turning a ceasefire into a slow economic strangulation campaign that may threaten the regime more than open war ever did. Cut off from its main source of revenue and stripped of its usual wartime rally narrative, Tehran is now confronting one of the most dangerous moments in its modern history.

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Exclusive: Israeli pilots told to prepare for longer hours

Israeli Air Force (IAF) F-35I Adir stealth multi-role fighter jet

THE MIDDLE EAST, Apr. 21 – Multiple Israeli Air Force pilots have been told to prepare for “longer working hours” if fighting with Iran breaks out again, according to exclusive information obtained by Faytuks News, a sign that Israeli planners assess renewed confict as the current ceasefire’s expiration draws closer.

The guidance, relayed to pilots in recent days, underscored a sense of urgency, with some saying they do not know how much time remains if fighting resumes, according to sources. The message reflects concern inside Israel’s military and intelligence establishment that any renewed conflict could require a sustained air campaign rather than a short round of strikes.

The move recalls the period before the Feb. 28 launch of the U.S.-Israeli operation against Iran, when preparations were already underway well before the first public announcements. Reuters later reported that the operation had been coordinated in advance and that Israeli officials were already framing the campaign in terms of weeks, not days.

The latest warning comes at a tense moment. President Donald Trump said April 21 that he does not want to extend the current truce, while Reuters reported that the future of talks remained uncertain as the ceasefire deadline approaches.

Iran has also hardened its public position. Iranian state-linked media, cited by Reuters, reported April 19 that Tehran had made no decision to send a negotiating delegation to Pakistan as long as a naval blockade remained in force. That stance helps explain why diplomats have struggled to turn the pause in fighting into a broader agreement. Meanwhile, the U.S. delegation, expected to depart for Pakistan on Tuesday morning, instead travelled to Washington, D.C.

Taken together, the warning to pilots and the diplomatic deadlock suggest both sides are still preparing for the possibility that the fighting could restart with little notice. For Israel, that means making sure aircrews and support units are ready for a heavier operational tempo. For the wider region, it is another sign that the ceasefire may be only a brief pause in a conflict that has already proved difficult to contain.

The Chokepoint the World Forgot

The Strait of Hormuz is a narrow channel of water between Iran and Oman, just 21 nautical miles across at its tightest point, through which roughly one-fifth of the world’s oil and LNG passes every day. For most of its modern history, the strait has functioned quietly. Tankers transit, insurance rates sit near zero, and Western drivers never hear the name. That changed on 28 February 2026, when Operation Epic Fury triggered the most serious disruption of Gulf shipping since the 1980s Tanker War.

Why you may never have heard of it

The Strait of Hormuz connects the Persian Gulf to the Gulf of Oman and onward to the Arabian Sea. On its northern shore sits Iran; on its southern shore, the Musandam Peninsula belonging to Oman. At its narrowest, between Iran’s Larak Island and Oman’s Quoin Island, it measures roughly 21 nautical miles (EIA, 2025). Traffic moves through a formal two-lane scheme: inbound and outbound lanes roughly two miles wide, separated by a two-mile buffer. In a normal year, about 100 commercial ships pass through every day.

The strait is one of a handful of global chokepoints, narrow channels whose closure would strand entire economies. The EIA ranks Hormuz as the world’s most important oil transit chokepoint. In peacetime, it draws no attention because transit simply works.

Who ships what, and who buys it

In 2024, oil flow through Hormuz averaged 20 million barrels per day, about 20 percent of global petroleum liquids consumption and roughly 25 percent of all seaborne oil trade (EIA, June 2025). About 20 percent of global LNG trade also transits the strait, almost all from Qatar. The IEA estimates that 93 percent of Qatari and 96 percent of Emirati LNG exports depend on this single corridor.

Five countries account for over 93 percent of crude flows: Saudi Arabia (37 percent), Iraq (23 percent), the UAE (13 percent), Iran (11 percent), and Kuwait (10 percent). Pipeline bypass capacity is roughly 3.5 to 5.5 million barrels per day, against a normal flow of 20 million. The buyers are overwhelmingly Asian. In 2024, 84 percent of crude transiting Hormuz went to Asia. China alone took 38 percent, followed by India, South Korea, and Japan. According to Columbia University’s Center on Global Energy Policy, 45 to 50 percent of China’s crude imports normally transit Hormuz.

Al Jazeera estimates more than 500 billion US dollars of oil and gas flow through the strait annually, roughly 1.4 billion dollars every day.

Operation Epic Fury and the 2026 crisis

On 28 February 2026, the United States and Israel launched coordinated strikes on Iranian nuclear, missile, and naval targets. According to a CSIS analysis, Iran’s Supreme Leader Ali Khamenei was killed in the opening strike. He was succeeded by his son, Mojtaba Khamenei.

Iran’s response at sea was immediate. On 2 March, the IRGC declared the strait closed to “unfriendly nations.” Between 28 February and 12 April, Kpler and UK Maritime Trade Operations counted 22 confirmed attacks on commercial vessels. Transits collapsed from roughly 100 a day to just 279 in the first six weeks, a drop of about 92 percent. Qatar declared force majeure on LNG after Iranian drone strikes on Ras Laffan.

Brent crude, which had averaged 71 dollars per barrel in February, peaked around 128 dollars on 2 April. European TTF gas jumped 35 percent in a single session on 3 March. A two-week ceasefire announced on 8 April produced a brief price slide, but as of mid-April, IRGC gunboats have fired on tankers again and Brent has settled around 99 dollars.

How a weaker navy closes a strait

Iran’s conventional navy is no match for the US Fifth Fleet. Yet it retains credible disruption power through asymmetric warfare and geography. The Iranian coastline runs about 950 miles along the strait, and seven islands (Abu Musa, Greater and Lesser Tunb, Qeshm, Hengam, Larak, and Hormuz) form what analysts call an “arch defence” across the shipping lanes.

The tools include an estimated 2,000 to 6,000 naval mines (CBS News, citing DIA), with unit costs as low as 1,500 dollars. The IRGC operates roughly 1,500 fast attack craft practising swarming tactics. Anti-ship cruise missiles (Noor, Qader) and ballistic anti-ship missiles (Khalij Fars family) cover the strait from shore. Shahed-136 drones and unmanned surface vessels have joined the arsenal. GPS jamming and spoofing have surged; Windward reported over 1,100 vessels affected in a single day in March 2026.

Iran also has a track record of tanker seizures: the Stena Impero (2019), the Advantage Sweet (2023), and the MSC Aries (2024).

The consensus from CSIS, RAND, and Chatham House: Iran probably cannot permanently close the strait against a sustained US response, but it can disrupt traffic for weeks or months, and even a handful of mines is enough to trigger the insurance panic that does the real economic damage.

The 1980s Tanker War: the precedent

Between 1984 and 1988, Iran and Iraq attacked more than 450 vessels during the Iran-Iraq War. The Reagan administration reflagged 11 Kuwaiti tankers under the US flag, launching Operation Earnest Will, the largest naval convoy operation since the Second World War. On 14 April 1988, USS Samuel B. Roberts struck an Iranian mine; four days later, the US Navy launched Operation Praying Mantis, sinking the frigate Sahand in the largest US surface engagement since 1945.

The lasting lesson was economic. Despite hundreds of attacks, fewer than 2 percent of Gulf shipping was disrupted. Iran concluded it could not win a naval war but could impose enormous cost through mines, small boats, and insurance panic. The post-1988 IRGC force structure flows directly from that conclusion.

Why closing Hormuz is illegal

Under Part III of the 1982 UN Convention on the Law of the Sea, all ships enjoy a right of transit passage through straits used for international navigation (Article 38). Coastal states shall not hamper such passage, and there shall be no suspension of it (Article 44).

Iran signed UNCLOS in 1982 but never ratified it. Its 1993 Marine Areas Act claims only a right of innocent passage, requiring prior authorisation for warships. The dominant legal view, articulated by scholars such as James Kraska, is that UNCLOS transit-passage provisions reflect customary international law and bind Iran regardless of ratification.

Additional frameworks reinforce the point. The 1907 Hague Convention VIII forbids mines whose sole object is to intercept commercial shipping. The San Remo Manual treats indiscriminate mining of international straits as a violation of humanitarian law. UN Security Council Resolution 552 (1984) condemned attacks on neutral Gulf shipping. On 7 April 2026, a Bahrain-sponsored resolution to secure the strait was vetoed by Russia and China.

How insurance actually chokes trade

Marine insurance is the hidden mechanism that translates military risk into economic paralysis. Four policies keep a ship sailing: Hull and Machinery (covers the ship), Protection and Indemnity (covers liabilities like pollution and crew injury), Cargo insurance (covers the goods), and War Risk insurance (covers mines, missiles, seizure, and hostile acts). The first three explicitly exclude war; the fourth must be purchased separately.

The gatekeeper is the Lloyd’s of London Joint War Committee, which publishes a list of high-risk waters. When an area is listed, any ship entering it must pay an Additional War Risk Premium, typically as a seven-day cover for a single voyage. On 3 March 2026, the JWC expanded its listed areas to include the entire Arabian Gulf.

In peacetime, war risk premiums for Hormuz ran about 0.025 to 0.05 percent of hull value. After 28 February, Lloyd’s List reported premiums surging to 1.5 to 3 percent, and up to 5 percent for US, UK, or Israeli-connected ships. For a 138 million dollar supertanker, that means 10 to 14 million dollars per transit, adding roughly 5 to 7 dollars to the cost of every barrel carried.

The deeper point: insurance panic can close a strait without a single mine being laid. Banks, charterers, and flag-state regulators will not authorise sailings without cover. When premiums spike or cover is withdrawn, tankers simply stop. Lloyd’s data show Hormuz traffic falling more than 80 percent in early March 2026, days before most mines were deployed.

The bottom line

Roughly one-fifth of global oil and LNG, valued at half a trillion dollars a year, flows through a 21-mile channel bordered by one of the world’s most sanctioned regimes. For four decades, the system worked because closing the strait would hurt Iran’s own customers, above all China. Operation Epic Fury has stress-tested that equilibrium. What the crisis has revealed is that Iran does not need to close the strait to shake the global economy. A handful of drones, a few mines, and a Lloyd’s market listing are enough to move the price of oil by 30 dollars and stall 90 percent of traffic. The strait’s long quiet made the world forget how narrow the margin really is.

Last updated: April 2026. Sources include the US Energy Information Administration, International Energy Agency, CSIS, Lloyd’s List, Al Jazeera, Columbia University CGEP, Lawfare, CBS News, Lloyd’s Joint War Committee, and Windward Maritime AI.

Survival as Victory: Inside the Ideology That Makes Iran Impossible to Deter

In the early hours of February 28, 2026, the United States and Israel launched the largest combined air campaign in the Middle East since the 2003 invasion of Iraq. Forty days later, Iran declared victory. This is an attempt to explain why — and why that declaration is not simply propaganda.

Operation Epic Fury, as Washington named it, struck over 900 targets in its first twelve hours alone. B-2 stealth bombers, Tomahawk cruise missiles, and Israeli F-35s hit nuclear facilities at Fordow and Natanz, IRGC command centers, missile storage sites, and the leadership compound of Supreme Leader Ali Khamenei in Tehran. Khamenei was killed in the strike, along with members of his family. By the time a ceasefire was brokered 38 days later, over 5,000 targets had been hit, the country’s conventional military capacity had been gutted, and more than three million Iranians had been displaced.

And yet, on April 9, the new Supreme Leader Mojtaba Khamenei declared victory. He opened his address with a Quranic verse: “Indeed, We have granted you a clear victory.” He called the war “the third holy imposed defense” and described Iran’s endurance as “undoubtedly a divine blessing” delivered through “the blood of our martyred leader.” Vice President Mohammad-Reza Aref framed the outcome as “not merely a military victory, but a turning point in changing strategic equations.” The regime was battered, its former Supreme Leader was dead, its founder’s son was communicating through handwritten notes to avoid assassination. It called this a triumph.

To most Western observers, these declarations look delusional — the bluster of a regime in denial. But this reading misses something fundamental. Iran’s leadership is not ignoring reality. It is interpreting reality through a theological and historical framework that genuinely redefines what victory means. Understanding that framework is not optional for anyone trying to make sense of this conflict. It is the whole ballgame.

The Wound That Never Closed: Iran’s History of Righteous Suffering

The story begins, in a meaningful sense, on August 19, 1953, when the CIA and British intelligence overthrew Iran’s democratically elected Prime Minister, Mohammad Mossadegh, after he nationalized the Anglo-Iranian Oil Company. The coup reinstalled the Shah and ushered in 25 years of authoritarian rule backed by American money and a CIA-trained secret police. Mossadegh spent the rest of his life under house arrest. The United States did not formally acknowledge its role until 2013.

The suspicion this planted in Iranian political consciousness never faded. It became bedrock. When students stormed the American embassy in 1979, they did so explicitly because they believed it would be used, as it had been in 1953, as a staging ground for another coup. Ayatollah Khomeini would later justify his uncompromising stance by invoking this history directly. The message was consistent: the great powers had always conspired against Iran, and only iron resolve could survive their interference.

Then came the war that forged everything. On September 22, 1980, Saddam Hussein invaded Iran, targeting the oil-rich province of Khuzestan. What followed was eight years of industrialized slaughter that killed, by most scholarly estimates, between 500,000 and 750,000 Iranians. Iraq used chemical weapons — mustard gas, tabun, and sarin — on Iranian troops and civilians, the first verified combat use of nerve agents in modern warfare. Western governments not only knew about this; they actively supported Iraq with intelligence, money, and equipment. The UN Security Council refused, across seven wartime resolutions, to name Iraq as the aggressor.

Iran’s regime called this the “Imposed War” and the “Sacred Defense” (Defa-e Moqaddas), and it built an entire national mythology around it. The Basij, a volunteer militia, mobilized men and boys as young as thirteen for frontline service. Soldiers wore slogans giving them “special permission to enter Heaven.” Military operations were named Karbala-4, Karbala-5, Karbala-6. The dead were not called casualties. They were called martyrs. Their names were inscribed on mosques, schools, and street signs. The landscape of Iran was reorganized around the geography of sacrifice.

When the war finally ended in 1988, Khomeini accepted the UN ceasefire with words that still echo through Iranian politics: “Taking this decision is more deadly than drinking from a poisoned chalice.” And then the critical thing happened: the Islamic Republic survived. It did not collapse, reform, or moderate. As Steven Simon analyzed in War on the Rocks, the regime “nursed its wounds, rebuilt its Revolutionary Guard, and spent the next three and a half decades constructing the very proxy network and missile arsenal that the United States and Israel are now trying to destroy.”

The lesson the regime drew was theological as much as strategic: survival under pressure is proof of divine favor. The world conspired against the Islamic Republic with invasion, chemical weapons, and sanctions. The Republic endured. That endurance became the evidence.

The Grandson Who Chose Death: The Story at the Heart of Everything

To understand why Iran’s leaders think this way, you have to understand one story. It is not a modern story. It happened in 680 CE, in the desert plains of Karbala, in what is now Iraq, and it is the emotional and spiritual core of everything.

Hussein ibn Ali was the grandson of the Prophet Muhammad. When the Umayyad caliph Yazid assumed power, Hussein refused to pledge allegiance to a ruler he considered illegitimate and tyrannical. He set out from Mecca with his family and roughly 72 companions. But Yazid’s forces intercepted the caravan before it could reach its destination. At Karbala, Hussein’s small band was surrounded by an army of thousands. The Umayyad troops cut off their access to water. For days, Hussein’s followers, including women and children, suffered under the desert sun. On the tenth day of the month of Muharram, the day now called Ashura, his companions fell one by one. His sons and nephews were killed. Finally, Hussein himself was slain and beheaded. The survivors were paraded as prisoners to Damascus.

Karbala was the event that created Shia Islam as a distinct religious tradition. Hussein’s choice — righteous death over submission to tyranny — became the paradigm through which Shia Muslims interpret history, politics, and the meaning of suffering. Every year during the first ten days of Muharram, Shia communities worldwide reenact the events in public processions, passion plays called ta’ziyeh, and rituals of mourning that have no precise equivalent in Western Christianity except perhaps the Stations of the Cross. As scholar Vali Nasr, author of The Shia Revival, has described, the attachment to the narrative of Karbala runs so deep it shapes how Shia communities understand justice, power, and the nature of history itself.

What Khomeini did in 1979 was take this ancient narrative of mourning and turn it into a call to action. Traditional Shia theology had counseled quietism: mourn Hussein, wait for divine justice, do not rebel against the powers of this world. Khomeini reversed this with a single political stroke. He called the Shah “the Yazid of our time” and told Iranians that waiting was itself complicity with injustice. The revolutionary slogan that swept Iran captured it perfectly: “Every land is Karbala, every month is Muharram, every day is Ashura.”

In that single sentence, Karbala stopped being a historical event and became a permanent condition — an eternal present that every generation of Iranians is asked to inhabit.

Dying Is Not Losing: The Theology of Martyrdom as Political Doctrine

In Twelver Shia Islam, the dominant branch practiced in Iran, there are twelve divinely appointed Imams descended from the Prophet Muhammad. The twelfth, Muhammad al-Mahdi, went into a state of “occultation” — divine hiding — in 874 CE. Believers hold that the Mahdi is still alive, sustained by God, and will return at the end of times to establish perfect justice. The present age is, in this theology, an age of patient endurance while awaiting his return.

Khomeini built his political system on this theological gap. His doctrine of Velayat-e Faqih — the Guardianship of the Islamic Jurist — holds that in the Mahdi’s absence, a senior cleric should govern the state as a kind of deputy, maintaining divine order until the Imam returns. This idea broke sharply from centuries of Shia tradition, in which senior clergy had generally steered away from direct political rule. But Khomeini enshrined it in Iran’s constitution after the revolution, fusing religious authority with state power in a way that gave the Islamic Republic a claim to legitimacy no other modern government possesses: its leader governs on behalf of the Hidden Imam himself.

This system produces a very specific understanding of martyrdom. In Shia theology, the Arabic word shahid means “witness.” To die for the cause is not to lose. It is to bear the ultimate witness to truth. The Quran promises martyrs a direct path to paradise: “Think not of those who are slain in God’s way as dead. Nay, they live, finding their sustenance in the Presence of their Lord.” This is not metaphorical decoration applied to recruitment posters. It is doctrinal conviction that fundamentally changes the cost-benefit calculus of conflict. Death in righteous struggle is victory in its truest form. The Islamic Republic institutionalized this conviction with systematic thoroughness: the Foundation of Martyrs and Veterans Affairs provides monthly stipends, housing subsidies, and priority university admissions to martyrs’ families. Streets are named after the fallen. Murals of dead soldiers cover buildings in every city. Estimates suggest that up to ten percent of children’s textbook content features themes of death and sacrifice.

When unmarried soldiers died during the Iran-Iraq War, wedding tables were set above their graves — a tradition linked to a companion of Hussein killed before his wedding at Karbala. Having a martyr in the family confers social status, even social mobility. The message is consistent and total: to give your life for the Islamic Republic is the noblest thing a person can do.

The Iran-Iraq War was the crucible that forged this doctrine from theory into lived national experience. As a December 2025 analysis in Small Wars Journal traced in detail, after Iran recaptured the city of Khorramshahr in 1982 at the cost of 30,000 casualties, the regime internalized a lesson that would define its strategic culture for decades: “Losses no longer signaled failure; they became proof of righteousness and resistance.” This was not spin. It was a genuine restructuring of what the word “victory” means.

How Theology Becomes Strategy: The Resistance Axis and Forward Defense

This worldview does not stay in the mosque. It walks directly into the war room.

Iran’s Resistance Axis — the network of allied armed groups stretching from Hezbollah in Lebanon to the Houthi movement in Yemen to Shia militias across Iraq — is not merely a strategic alliance of convenience. It is, as scholar Afshon Ostovar documents in Vanguard of the Imam, an extension of the revolutionary mission. The IRGC is constitutionally defined not as a conventional military but as an “ideological army” tasked with safeguarding and exporting the revolution. Its Quds Force built proxy forces designed as client armies in Iran’s image, bound together by the Karbala narrative: the righteous few standing against unjust power, willing to absorb punishment, treating endurance as proof of moral superiority.

Iran’s forward defense doctrine flows from the same source. The operational logic is straightforward: fight enemies as far from Iran’s borders as possible, through proxies if necessary, so that any eventual battlefield — Lebanon, Syria, Gaza, Yemen, Iraq — is never Iranian soil. But this is also justified to domestic audiences in the language of Karbala: we must confront injustice wherever it manifests, or we are complicit in it. As Chatham House analyzed in March 2026, this forward defense ultimately became “a strategic boomerang” — the same proxy network that Iran built as a defensive buffer gave the United States and Israel the justification and the targeting map for the 2026 campaign.

But the deepest strategic implication is the regime’s definition of victory itself. The framework is disarmingly simple: if the Islamic Republic still stands, then God’s will has been served, and the enemy has failed. Territory, infrastructure, even military capacity are secondary. Survival is the metric. And when that survival is achieved at great human cost, the cost does not undermine the argument — it reinforces it. The suffering proves the righteousness. The righteousness justifies the suffering.

The regime reinforces this logic with a Quranic concept called istidraj, which analysts at Georgetown University’s Institute for the Study of Diplomacy describe as “divine luring” — the idea that an adversary’s apparent victories are divine tests that will ultimately lead to the aggressor’s downfall. The enemy’s strength is itself evidence of coming judgment. When combined with sabr, the Quranic concept of patient endurance that appears over 90 times in the text, a picture emerges of a strategic culture built to outlast rather than outfight. Patience is not weakness. It is sacred discipline.

The major RAND Corporation study of Iranian strategic culture captured the paradox well: “Ideology and bravado frequently mask a preference for opportunism and realpolitik.” Iran’s leadership is not suicidal. It negotiates, maneuvers, and sometimes retreats. Khamenei himself coined the term “heroic flexibility” to justify the 2015 nuclear deal. But the regime operates within boundaries set by a theological system that treats compromise as tactical and endurance as sacred.

The Third Imposed Defense: How Iran Is Framing 2026

When Operation Epic Fury began, the regime did exactly what its theology predicted it would do. It absorbed the blow and immediately mapped it onto the Karbala narrative.

Mojtaba Khamenei, speaking on the fortieth day of mourning for his father, drew explicit parallels to the enduring spirit of Ashura. Vice President Aref invoked “Husseini Iran” — a direct reference to Hussein’s martyrdom at Karbala. The regime labeled the conflict the “third holy imposed defense,” placing it in direct lineage with the Iran-Iraq War. Across the Resistance Axis, Iranian-backed militias in Iraq and Yemen called it the “new Battle of Karbala.” Senior ayatollahs issued a fatwa calling vengeance against America “the religious duty of all Muslims.”

The killing of Khamenei himself, far from demoralizing the regime, gave it the most potent raw material its theology could ask for: a supreme martyr. State media designated his death as shahadat. Forty days of national mourning were declared. His son proclaimed that “every member of the nation who is martyred by the enemy becomes an independent case for revenge.” As The Conversation noted in its analysis of Khamenei’s death, this plays directly into Shiite Islam’s reverence for martyrs — though notably not for all Iranians, many of whom received the news with something far closer to relief than grief.

Even the ceasefire itself was claimed as victory. Press TV declared Iran had achieved a “historic victory” and that the United States had been “forced to accept Iran’s proposal.” These claims were, by any independent assessment, substantially overstated. Small Wars Journal’s analysis of the coercive architecture of the campaign placed the outcome firmly in Washington’s favor militarily. But the regime’s domestic audience was not evaluating the claims by the standards of Western fact-checking. It was hearing them through the Karbala filter: we suffered, we survived, therefore we prevailed.

Al Jazeera’s analysis of the conflict identified the central irony: “In a secular strategic imagination, violence weakens by destroying capacity. In a political-theological imagination, violence can strengthen by confirming sacred purpose.” By striking Iran hard enough to wound it but not hard enough to collapse it, the United States and Israel may have, paradoxically, handed the regime the narrative of Karbala reborn.

The Problem Western Policymakers Cannot Solve

The strategic implication of all this is not that Iran is invincible. It plainly is not. Its military was devastated, its infrastructure damaged, millions of its citizens displaced. The regime faces ongoing internal opposition, economic collapse, and a shattered proxy network. It is weaker by any material measure than it was on February 27, 2026.

But material measures are not the only ones that matter. As Time magazine observed in March 2026, the Islamic Republic is “ideological” in a way that distinguishes it from ordinary authoritarian states. A kleptocracy can be bought off. A secular dictatorship can be deterred by the credible threat of destruction. But a system that has theologically encoded suffering as proof of righteousness — that venerates a seventh-century grandson of the Prophet who chose annihilation over submission — does not respond to pressure the way Western deterrence theory assumes it should. Pressure does not weaken the narrative. It feeds it.

The Georgetown analysts put it plainly: “Iran is not irrational. It is rational according to different logic.” This does not mean diplomacy is pointless. Iran has shown, repeatedly, that it can negotiate when the costs of confrontation become unbearable. Khomeini’s “poisoned chalice” in 1988 proved that. The 2015 nuclear deal proved it again. The regime’s theology makes room for tactical retreat. “Heroic flexibility” is a real doctrine. But any strategy premised on the idea that sufficient force will compel Iran to capitulate or abandon its self-understanding is operating on assumptions the Islamic Republic does not share.

And this is the challenge that outlasts any single military campaign. As analysts writing on Iran’s Mahdist ideology and the 2026 conflict have argued, the eschatological framework means that the regime can genuinely interpret every catastrophe as a step toward ultimate vindication. The Mahdi is coming. The present suffering is the proof. The enemy’s power today is the precursor to the enemy’s judgment tomorrow.

You cannot bomb a country into abandoning a 1,300-year-old story about the meaning of suffering. And as long as the Islamic Republic can point to its own survival — however damaged, however diminished — it will stand in front of its people and say what it has always said, in the language of Karbala: we are Hussein. They are Yazid. We are still here. The story always ends the same way.


Key Sources and Further Reading: Iran’s Memory of War, Foreign AffairsFrom Khorramshahr to Hezbollah, Small Wars JournalIranian Strategic Culture, RAND CorporationIran’s Forward Defence, Chatham HouseOperation Epic Fury, CSISIran’s Strategic Decision-Making, Georgetown ISDWar and Eschatology: Iran’s Mahdist Ideology, Hungarian Conservative • Vali Nasr, The Shia Revival (W. W. Norton, 2006) • Afshon Ostovar, Vanguard of the Imam (Oxford University Press, 2016)

Call for Peace: What Does the Two-Week Ceasefire Entail for the Region?

Following over a month of escalating hostilities, Washington and Tehran agreed to a Pakistan-brokered, two-week ceasefire on April 8. This pause in the conflict presents a major opportunity to re-establish diplomatic channels between the two governments, enabling the possibility of ever reaching a bilateral agreement beneficial to both sides. However, the final outcome rests entirely on the actions of the involved actors.

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U.S., Iran Agree to Two-Week Ceasefire

Iranian flag amidst rubble and destruction

THE MIDDLE EAST, Apr. 7 – The United States and Iran agreed to a two-week ceasefire, offering a pause and potential off-ramp in the fast-growing regional war that had threatened to further disrupt global energy markets. The agreement, announced by President Donald Trump, was brokered by Pakistani mediators and is tied to Iran’s commitment to reopen the Strait of Hormuz to commercial shipping.

The truce emerged only hours before Mr. Trump’s deadline for potential strikes against Iranian infrastructure, including power plants and bridges. Mr. Trump said the U.S. would suspend offensive operations for two weeks, describing the ceasefire terms as a workable basis for broader negotiations. Iranian officials, however, framed the deal more cautiously, signaling that Tehran views the pause as conditional and temporary rather than as a final solution. Reuters reported that Iran had demanded a full halt to U.S. strikes, guarantees against future attacks, compensation for war damages, and recognition of Iran’s right to enrich uranium as conditions for any lasting peace.

The Strait of Hormuz is central to the current deal. The waterway handles a significant share of the world’s maritime oil traffic, and its disruption had spiked the price of crude oil and intensified fears of a wider economic crisis. News of the ceasefire sent oil prices lower and lifted financial markets, reflecting investor hopes that the agreement could prevent any further crisis.

Still, the ceasefire’s feasibility is far from certain. The Associated Press and Reuters both reported that military activity and missile alerts continued in parts of the region and in Israel even after the announcement, underscoring the difficulty of translating high-level diplomatic understanding into an immediate halt on the ground. Israel, according to multiple reports, has also been folded into the arrangement, though fighting linked to Hezbollah and other regional fronts has not fully stopped.

For now, the agreement is offering a narrow off-ramp rather than a lasting peace. The two-week pause may create space for negotiations in Islamabad and further back-channel diplomacy, but the gap between Washington’s call for a temporary halt and the opening of the Strait, and Tehran’s demand for permanent guarantees, remains substantial. Whether this is the start of a broader settlement or just a brief interruption in the conflict will likely depend on what happens next in both the Strait of Hormuz and the negotiations in Islamabad.

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Iran played the West at its own game; and won for 40 years

Iran’s revolutionary government didn’t just defy the West for four decades. It used the West’s own rulebook against it, and for a long time, it worked.

There is a version of the Iran story that gets told as a drama of rogue states versus the civilized order: Iran defying the world, the world pushing back, the cycle repeating. That version is comfortable because it implies the international community was doing its best against a difficult adversary. The less comfortable version, the one the evidence actually supports, is that Iran played the system brilliantly, exploiting every procedural tool the liberal international order offered, and bought itself roughly four decades of strategic time in the process.

The nuclear program that today sits weeks away from weapons-grade breakout was built largely in the gaps between negotiating rounds. The proxy empire that armed Hezbollah, funded Hamas, trained the Houthis, and reached deep into Iraq was expanded most aggressively during the periods of greatest diplomatic engagement. None of this happened by accident. It was a strategy, and it was executed by people who understood Western institutions from the inside out, because many of them had studied and worked in the West themselves.

The men who learned the West’s rules, then turned them around

The Islamic Republic’s founding generation wasn’t made up of clerics who stumbled into international diplomacy. Its first foreign policy apparatus was stocked, deliberately, with Iranians who had spent years inside American and European universities: people who understood how international law worked, how UN procedures could be used, and what Western governments needed to see in order to justify not acting.

Mohammad Javad Zarif, the man who would lead Iran’s nuclear negotiations for two decades and become the face of the 2015 nuclear deal, earned his bachelor’s degree at San Francisco State, then his master’s and PhD in International Law and Policy at the University of Denver in 1984 and 1988. He had lived in the United States for roughly 30 years. He had chaired the UN General Assembly’s Legal Committee and presided over the UN Disarmament Commission, the body that coordinates the global nonproliferation regime. He knew exactly how the machinery worked. More to the point, he knew where the gears jammed.

He wasn’t alone. Mostafa Chamran earned a PhD in plasma physics from UC Berkeley, then worked at Bell Laboratories and NASA’s Jet Propulsion Laboratory before returning to become Iran’s first defense minister. Ebrahim Yazdi held a PhD in biochemistry from Baylor College of Medicine, served as a cancer researcher in Houston, then returned to become foreign minister. Sadegh Ghotbzadeh had studied at Georgetown’s Walsh School of Foreign Service and served as Khomeini’s English-language translator during his Paris exile. Abolhassan Banisadr, Iran’s first post-revolution president, studied economics and finance at the Sorbonne, where he later taught.

Khomeini used these figures strategically in the early years as a “democratic façade,” presenting moderate, Western-educated faces to international media while the theocratic structure consolidated behind them. Most were eventually purged, exiled, or executed once that function was no longer needed. But the institutional knowledge they represented didn’t disappear. It migrated into a second generation, and nowhere more consequentially than in Zarif, whose career from 1982 to 2021 was essentially a master class in exploiting the language and mechanisms of international law against the countries that created it.

The legal weaponry: from the ICJ to the NPT

Before getting into the nuclear program specifically, it’s worth understanding the legal infrastructure Iran built around itself, because that infrastructure was not defensive. It was offensive.

The International Court of Justice (ICJ), which functions as the United Nations’ supreme court for disputes between countries, became a recurring stage for Iranian grievance theater. Iran filed or participated in at least six major cases anchored primarily in the 1955 Treaty of Amity with the United States. The irony was thick: this was the same treaty Iran had declared void during the 1979 hostage crisis, but later resurrected as a legal vehicle the moment it became useful. The Oil Platforms case dragged through the court for eleven years (1992 to 2003). A 2018 case over JCPOA-related sanctions won Iran provisional measures ordering the U.S. to lift restrictions on humanitarian goods. A 2016 case over $1.8 billion in seized assets resulted in a 2023 ICJ ruling that the U.S. had violated four treaty obligations. None of these cases ultimately changed Iran’s behavior in any meaningful way. But they accomplished something more valuable: they kept Iran positioned as a victim of Western aggression in international forums, complicated the moral case for pressure, and consumed diplomatic bandwidth for years at a stretch.

The Nuclear Non-Proliferation Treaty (NPT), the international agreement designed to prevent the spread of nuclear weapons and signed by nearly every country on earth, provided a different kind of cover. Iran ratified it in 1970 as an original signatory and signed its safeguards agreement with the IAEA in 1974. The IAEA (International Atomic Energy Agency) is essentially the UN’s nuclear watchdog, responsible for verifying through inspections and monitoring that countries are not secretly building weapons. For the next three decades, Tehran cited Article IV of the NPT, which guarantees the “inalienable right” to peaceful nuclear energy, as legal justification for an enrichment program that had no plausible civilian rationale at the scale Iran was pursuing. NPT membership meant Iran could always frame Western attempts to restrict its enrichment as treaty violations, putting adversaries perpetually on the defensive in any legal or diplomatic forum.

The pattern was identical across every institution Iran engaged: join, invoke rights, generate procedural timelines that outlast political attention, use favorable rulings as legitimacy tools, ignore unfavorable ones. When the ICJ ordered Iran to release American hostages in 1980, Tehran simply didn’t comply. When the ICJ ruled in Iran’s favor decades later, Tehran publicized it globally.

Eighteen years hidden underground

The nuclear concealment operation ran for nearly two decades before anyone on the outside caught up. Iran hid a centrifuge enrichment program for 18 years and a laser enrichment program for 12 years, not from a determined inspection regime, but in plain sight of one that lacked the political will to push hard enough.

The secret wasn’t broken by inspectors. It was broken by Iranian dissidents. On August 14, 2002, the National Council of Resistance of Iran held a press conference in Washington publicly revealing secret uranium enrichment facilities at Natanz and a heavy water production facility near Arak. When IAEA inspectors visited Natanz in February 2003, they found 160 centrifuges ready for operation with 1,000 more under construction, built eight meters underground beneath 7.6 meters of reinforced concrete, explicitly designed to survive aerial bombardment. Environmental samples came back positive for particles of both low-enriched and highly enriched uranium. Iran’s explanation, that contamination had come from its supplier, strained credulity even at the time.

The Fordow facility, buried 80 meters deep inside a mountain near Qom on a former IRGC missile base, was secretly constructed beginning around 2006. Iran disclosed it to the IAEA in September 2009, but only after learning that American, British, and French intelligence had already detected it. President Obama revealed it publicly four days later. By 2023, the IAEA detected uranium enriched to 83.7% at Fordow, just below the 90% weapons-grade threshold. Iran called it an “unintended fluctuation.”

At Parchin, a vast military complex spread across 40 square kilometers, the IAEA documented evidence of high-explosive experiments with an inert depleted uranium core, the kind of tests associated with designing a nuclear implosion weapon. When the agency requested access in 2012, satellite imagery showed buildings being demolished, earth displaced, and fresh asphalt laid over suspected test sites. Environmental sampling in 2015 found chemically man-made particles of natural uranium, contradicting Iran’s claim the building had been used for conventional chemical storage.

The IAEA formally found Iran in noncompliance with its safeguards agreement in September 2005 (GOV/2005/77). It would not issue a second noncompliance finding for another 20 years, until June 2025, during which interval Iran mastered enrichment at every level relevant to weapons production.

“We were the ones to complete it” — Iran’s negotiators in their own words

The most damning account of Iran’s negotiating strategy doesn’t come from Western intelligence assessments. It comes from Iran’s own chief nuclear negotiator, on Iranian state television.

Hassan Rouhani, who ran Iran’s nuclear negotiations from 2003 to 2005 before later becoming president, gave a remarkably candid interview before the 2013 presidential election. He called it “a lie” that everything had been suspended under his watch during the EU-3 talks. The EU-3 was the joint European negotiating group of Britain, France, and Germany, which engaged Iran in a two-year diplomatic process from 2003 to 2005. Rouhani went further, saying: “We halted the nuclear program? We were the ones to complete it!” He boasted that centrifuge numbers had reached 3,000 by the winter of 2004, during the supposed suspension period.

In an earlier 2005 speech, he was even more direct about the mechanics. While negotiations were ongoing in Tehran, Iranian engineers were simultaneously installing equipment at the Isfahan uranium conversion facility, the critical step that converts yellowcake uranium into the gas that feeds enrichment centrifuges. He described the negotiations as creating “a calm environment” that allowed the work to proceed uninterrupted.

The timeline confirms every word of it. Iran signed the Tehran Declaration in October 2003, agreeing to suspend enrichment and cooperate with inspectors, moves that prevented referral to the UN Security Council. The Paris Agreement in November 2004 formalized the suspension, but Iran characterized it as “voluntary” and “non-legally binding.” By August 2005, Iran unilaterally resumed uranium conversion at Isfahan. The negotiations had prevented Security Council referral for more than two years, during which Iran mastered the key technical steps it needed. When the IAEA finally referred Iran to the Security Council in February 2006, the technological fait accompli was already established. A Lawrence Livermore National Laboratory analysis concluded bluntly that while Iran violated successive agreements, the talks created “an appearance of Iranian cooperation that lessened the U.S. case for military action.”

The JCPOA: compliance on paper, expansion everywhere else

The 2015 nuclear deal, formally known as the Joint Comprehensive Plan of Action (JCPOA), was the culmination of years of Iranian diplomatic strategy, and it delivered real concessions in both directions. Iran’s enriched uranium stockpile was cut by 97%, from roughly 10,000 kilograms down to 300. The number of operating centrifuges was reduced from about 19,000 to 5,060. Breakout time was extended from an estimated two to three months to at least twelve. In exchange, Iran received access to frozen assets and the lifting of most international sanctions, along with daily IAEA inspector access to declared sites.

But the deal’s architecture contained features Iran was well positioned to exploit. Sunset clauses would lift centrifuge limits by 2026, enrichment caps by 2031, and all monitoring of uranium ore processing by 2041. The ballistic missile program, the delivery vehicle for any future warhead, was excluded from the agreement entirely. The dispute resolution mechanism for requesting access to suspicious sites allowed up to 24 days of delay before any inspection could be compelled. Iran’s leadership consistently declared military sites categorically off-limits. As of August 2017, the IAEA had not visited a single Iranian military site since Implementation Day.

Technical boundary-pushing during the JCPOA period was documented repeatedly. Iran exceeded its heavy water cap (a type of water used in certain reactor designs that can produce weapons-grade plutonium as a byproduct) twice. Centrifuge numbers at times exceeded agreed limits. The Arak reactor core, supposedly neutralized by filling key pipelines with cement, was later admitted by Iran’s own atomic energy chief to be “easily reactivatable.” German intelligence reported Iran attempted more than 100 times in 2015 and 2016 to procure illicit nuclear and missile technology while the deal was in force.

Where the money actually went

The most consequential dimension of the JCPOA period wasn’t nuclear. It was financial.

Iran’s annual funding to Hezbollah, the Lebanese militant group and political organization that functions as Iran’s most capable and longest-standing regional proxy, rose from an estimated $100 to $200 million before the deal to roughly $700 million per year by 2018, per U.S. Treasury estimates. That represented approximately 70% of Hezbollah’s total annual budget. Hezbollah’s secretary-general Hassan Nasrallah didn’t hide it: he said publicly that Hezbollah’s budget, salaries, weapons, and rockets, came entirely from the Islamic Republic, and that as long as Iran had money, Hezbollah had money.

The Iranian oil export revenue numbers explain the mechanics directly. After JCPOA implementation, exports climbed to 2.5 to 2.8 million barrels per day, and oil earnings peaked at roughly $50.8 billion in 2018. Congressional testimony documented that military spending soared in direct proportion. The IRGC (Islamic Revolutionary Guard Corps) is Iran’s ideologically driven parallel military force, distinct from the regular army, that controls the proxy network and operates its own economic empire inside Iran. Its share of Iran’s defense spending grew from 27% in 2013 to 37.3% by 2023.

Beyond Hezbollah, the money flowed widely. Iranian funding to Hamas, the Gaza-based militant group that has governed the territory since 2007, reached an estimated $70 to $100 million annually. Afghan and Pakistani Shia militias were built from dozens of fighters into full military formations. Iran deployed over 100,000 Shia fighters to Syria to save the Assad regime, at an estimated cost of $6 to $15 billion per year. Houthi capabilities in Yemen expanded dramatically, with Iranian arms shipments documented through repeated naval interdictions. One IRGC deputy commander eventually acknowledged Iran had spent nearly $20 billion cumulatively on regional proxy activities. Every dollar of sanctions relief that flowed into Tehran moved downstream through the Quds Force, the IRGC’s external operations branch responsible for managing proxy relationships abroad, to its partners within months.

What happened when the U.S. stopped playing along

The Trump administration’s approach to Iran represented a structural break from every previous administration in one specific respect: it refused to engage the delay mechanism. Where previous governments, Republican and Democrat alike, had treated the nuclear file as separable from missiles and proxies, and accepted constrained enrichment as a realistic diplomatic achievement, the Trump team demanded comprehensive behavioral change across all fronts simultaneously and imposed maximum economic pressure without waiting for negotiations to conclude.

On May 8, 2018, Trump withdrew from the JCPOA, citing sunset clauses, the exclusion of the missile program, insufficient inspection access, and the use of sanctions relief to fund terrorism. Sanctions were reimposed in two tranches in August and November 2018, and by April 2019, all remaining oil import waivers had been revoked. The administration ultimately imposed more than 1,500 sanctions designations on Iranian individuals and entities. In April 2019, the IRGC was designated a Foreign Terrorist Organization, the first time any component of a foreign government received that designation, meaning any material support to the IRGC became a criminal matter under U.S. law, not merely a sanctions violation.

The economic impact was severe and measurable. Iranian oil exports collapsed from roughly 2.7 million barrels per day to as low as 400,000 to 500,000 by late 2019. Oil revenue fell from $50.8 billion in 2018 to $6 billion in 2020, an 88% decline. GDP contracted five to six percent annually in 2018 and 2019. The rial lost approximately 80% of its value on the parallel market. Iran cut its military budget by nearly 25% in 2019.

The downstream effects on proxy funding were visible and documented in real time. In March 2019, Nasrallah made an unprecedented public appeal for donations, acknowledging financial difficulties were “a result of this financial war.” Hezbollah fighters received only half their normal salaries. Roughly 1,000 offices were shuttered across Lebanon. Donation boxes appeared in Beirut neighborhoods, something previously unthinkable for an organization that had always projected financial strength. In Iraq, Quds Force commander Esmail Ghaani reportedly arrived at militia meetings carrying silver rings instead of cash, a widely noted distress signal that made the rounds among analysts covering the region.

The key structural distinction was that the maximum pressure campaign didn’t give Iran a diplomatic off-ramp that could be used to generate delay. Secretary of State Pompeo’s 12 demands, issued in a May 2018 speech, required Iran to permanently abandon enrichment, grant unqualified IAEA access to all sites including military ones, end all support to regional proxy groups, withdraw from Syria, and cease ballistic missile development. These demands were not a negotiating opening position. They were framed as prerequisites, and the administration was not offering another round of talks that could be used to buy time.

The Soleimani strike: removing the architect

The January 3, 2020 killing of Qasem Soleimani near Baghdad International Airport was the most consequential single U.S. action against Iran’s regional network in decades. Soleimani had commanded the IRGC-Quds Force for over twenty years and was widely considered the second most powerful figure in Iran after Supreme Leader Khamenei. He didn’t just manage the proxies. He built them. He personally maintained relationships with Nasrallah in Beirut, with militia commanders in Baghdad, with Houthi leadership in Sana’a, and with Hamas and Islamic Jihad in Gaza. His operations in Iraq since 2003 were linked to the deaths of more than 600 American personnel. He coordinated the September 2019 drone and cruise missile strike on Saudi Aramco facilities that temporarily knocked out half of Saudi Arabia’s oil production capacity.

His successor, Esmail Ghaani, inherited the title but not the relationships or the operational instincts that had made Soleimani irreplaceable. West Point’s Combating Terrorism Center assessed the killing as “a significant loss of capability and experience” while cautioning that the damage was not permanent. The proxy network had been embedded and institutionalized over decades, retaining operational autonomy independent of central direction. The multi-front Iranian proxy campaign that followed October 7, 2023, with Hezbollah attacking Israel’s north, Houthis blocking Red Sea shipping, and Iraqi militias targeting U.S. bases, demonstrated that the architecture survived its architect.

The strategy worked until the institutions it relied on were bypassed

Iran’s four-decade strategy rested on a single insight that its Western-educated diplomats understood better than most: multilateral institutions move slowly, and the procedural requirements of international law create time that a determined actor can turn into strategic advantage. Rouhani didn’t just happen to stall during the EU-3 talks. The IAEA didn’t just happen to spend years seeking access to Parchin while Iran cleaned it up. These were predictable outcomes of a system Iran had studied carefully and knew how to navigate.

The record, taken whole, is unambiguous on its own terms. The chief nuclear negotiator boasted on state television that talks were used to complete nuclear infrastructure. Hezbollah’s budget tripled during the JCPOA’s sanctions relief period. The IAEA documented 18 years of concealed enrichment. Every major diplomatic engagement period coincided with proxy expansion. Measured purely by the question of time bought, the strategy delivered.

The Trump administration’s maximum pressure campaign demonstrated that the strategy had a structural vulnerability: it depended entirely on Western willingness to keep engaging. When Washington withdrew from the JCPOA, designated the IRGC as a terrorist organization, and killed Soleimani, it bypassed the institutional delay mechanisms Iran had spent decades learning to exploit. The economic damage was real. The 88% oil revenue collapse, the Hezbollah austerity, and the Hamas budget cuts were all documented in real time. But the approach also carried its own cost: without the JCPOA’s monitoring architecture, Iran’s nuclear breakout time collapsed from over twelve months to approximately one week by 2023, and its enriched uranium stockpile grew to levels sufficient for more than a dozen weapons.

The deeper lesson may be that Iran didn’t so much “win” as expose a gap in the international order, one where procedural legitimacy and actual compliance are easy to conflate, and where a state actor willing to treat institutional membership as camouflage rather than commitment can exploit that gap indefinitely. Iran’s Western-educated diplomats understood that gap from experience. They spent four decades driving through it.


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