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.

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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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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Iran Appoints Mojtaba Khamenei as New Supreme Leader Amid Ongoing War with US and Israel

Iran’s Assembly of Experts has named Mojtaba Khamenei, the 56-year-old son of the assassinated Ayatollah Ali Khamenei, as the Islamic Republic’s third Supreme Leader. The announcement, broadcasted on state television early Monday local time, marks the first hereditary transfer of power since the 1979 revolution and comes as the country reels from the devastating US-Israeli military campaign, resulting in the death of his father.

Mojtaba Khamenei, a low profile cleric with deep ties to the Islamic Revolutionary Guard Corps (IRGC), now holds ultimate authority over Iran’s military, judiciary, media, and foreign policy at the most perilous moment in the nation’s 47-year history.

Timeline of Succession

Iran appoints mojtaba khamenei as new supreme leader amid ongoing war with us and israel

Who Is Mojtaba Khamenei?

Born on September 8, 1969, in Mashhad, Mojtaba is the second of Ali Khamenei’s six children. He briefly served in the Iran-Iraq War as a teenager, then pursued seminary studies in Qom from age 30 (unusually late for a cleric). He holds mid-ranking clerical credentials and has never held elected office or given a public speech. Despite his reclusive image, He wields significant backdoor influence. He is accused of orchestrating IRGC and Basij interference in the 2005 and 2009 presidential elections and of suppressing the Green Movement.

Reports indicate he lost mother and wife in addition to his father in the recent US-Israeli strikes.

Significance of the Appointment

The decision is historic and deeply controversial. The Islamic Republic has always rejected hereditary rule, emphasizing clerical merit over bloodlines. Mojtaba’s selection pushed by the IRGC represents the first father to son transfer of supreme power and cements hardliner dominance at a time when reformist voices have been sidelined. It seems like the appointment of Mojtaba is the establishment of a puppet as the figurehead to ensure their control and power in the regime. It also looks like the plot to ensure policy continuity for the regime, uncompromising opposition to the West, support for regional proxies and tight control over the nuclear program. However, it risks eroding legitimacy among a war affected population already facing economic collapse and civilian casualties from the protests.

What Lies Ahead: His Fate

Mojtaba Khamenei assumes power as a marked man in the middle of the Islamic Republic’s greatest existential crisis. Israel has explicitly threatened his life alongside Trump’s comments suggesting Washington will not accept him without concessions. His leadership remains untested; he has never managed public crises or addressed the nation. Mojtaba’s personal tragedy, his father, mother, his sister and wife may harden his stance against compromise. Yet the war’s devastation, severed oil revenues and international isolation pose enormous challenges. Whether he can unify a fractured elite, rally a grieving public and navigate potential further assassinations will define not only his fate but the survival of the Islamic Republic itself.

A senior cleric told state media,: “The nation must rally behind the new leader to preserve our dignity and independence.” In the streets of Tehran, however, the mood remains one of shock, defiance and uncertainty as explosions continue to echo across the region.

Middle East war spreads: multiple countries targeted by Iran

countries affected by iran

As the war in the Middle East continues to spread, in the last 24 hours, drones and missiles have targeted both Türkiye and Azerbaijan, with 3 drones originating from Iran hitting locations within the Nakhchivan Autonomous Republic, injuring two according to reports from officials.

Middle east war spreads: multiple countries targeted by iran
Nakhchivan International airport was targeted by Iranian drones

Azerbaijan in their official statement clarified their “right to take appropriate actions”, with them also summoning the Iranian ambassador in result of the strikes.

In a continued escalatory manner, Iran and its proxies have targeted multiple countries, including European regions. RAF Akrotiri in Cyprus, an oversea British military base came into direct contact from Iranian drones, with one impacting the base causing minor damage and no injuries or fatalities.

This new development in the Caucasus region comes less than 24 hours ago that Türkiye reported an Iranian missile being fired towards their territory, with the outcome of it being shot down by air defense.

Missiles and drones continue to fall in other regions too, with Saudi Arabia also confirming 3 cruise missiles being intercepted in al-Kharj, with other Gulf States continuing their operations in downing projectiles.

The continued attacks by Tehran comes as United States and Israeli forces continue to hit targets throughout Iran, with military installations and governmental locations coming under attacks since last Saturday.

Continued live coverage of breaking news updates about the current conflict can be found on our live feed

2026 State of the Union

President Donald Trump will deliver the 2026 State of the Union tonight, February 24, starting at 9:00 p.m. Eastern. Faytuks Network is kicking off live coverage ahead of the speech with updates, key lines in context, and what it signals for the months ahead.

Expect a heavy focus on the economy and the White House pitch to “working families,” along with a familiar emphasis on law and order, the military, and immigration enforcement. Trade will also likely be in the spotlight after recent legal turbulence around tariffs, and the administration is expected to frame the address as a broader argument that the United States is being “respected again” abroad. Virginia Gov. Abigail Spanberger will deliver the Democratic Response.