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The Iran War Expert: The Most Dangerous Stage Begins Now

By Steven Bartlett

In this episode of The Diary Of A CEO with Steven Bartlett, military analyst Steve Keen examines why conventional military strategies fail against Iran and how the regional power balance has fundamentally shifted. Keen explains that decades of modeling reveal a consistent pattern: air campaigns can destroy visible infrastructure but cannot eliminate Iran's buried uranium stockpiles or underground military capabilities, leaving the regime stronger after each attack.

The conversation explores Iran's transformation into a regional power through its control of the Strait of Hormuz and its growing alliance with Russia and China. Keen outlines three stages of potential conflict escalation, from initial airstrikes to ground warfare, and discusses the dilemma facing U.S. leadership: commit to a protracted ground war or accept a nuclear-armed Iran. The episode also covers the breakdown of diplomacy following Trump's 2018 withdrawal from the nuclear deal and examines why current circumstances leave limited options for preventing Iran's nuclear weapons development.

The Iran War Expert: The Most Dangerous Stage Begins Now

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The Iran War Expert: The Most Dangerous Stage Begins Now

1-Page Summary

Military Ineffectiveness: Why Air Strikes Fail to Achieve Strategic Goals Against Iran

Despite overwhelming military power, air campaigns targeting Iran repeatedly fail to achieve strategic goals. Steve Keen describes years of modeling that show a consistent finding: U.S. bombers can destroy above-ground enrichment facilities, but they cannot destroy enriched uranium itself. Using an analogy, Keen explains that even if you destroy the pan used for panning gold, you cannot destroy the gold—it's simply buried under rubble and recoverable.

Iran anticipates these attacks and buries its critical assets—enrichment facilities, drones, and missile stores—underground, making them virtually invulnerable to airstrikes. While the U.S. can identify and destroy visible targets, the destruction offers only temporary setbacks. Once bombing ceases, Iran retrieves undamaged uranium and resumes its programs, and such attacks can further incentivize nuclear weapon development as deterrence.

Keen emphasizes the political consequences of airstrikes by drawing from Vietnam War research. Heavy U.S. bombing destroyed 80% of Ho Chi Minh Trail throughput but failed to break resistance. Instead, surviving such intense bombings emboldened fighters, proving they could win by simply surviving. After twenty-one years of modeling campaigns against Iran, Keen found that each scenario consistently made Iran stronger, leaving essential capabilities preserved and populations radicalized. Ultimately, stopping Iran's nuclear enrichment would require ground forces—air power alone cannot destroy what has been cleverly hidden or deeply buried.

Iran's Rise: Regional/World Power and Global Power Shift

Keen points out that U.S. policymakers long assumed Iran was on the verge of collapse, expecting military pressure or sanctions to topple the regime. Instead, Iran has shown remarkable resilience, strengthening its position through diplomatic negotiations and shaping ceasefire proposals that reflect its rising influence.

A central pillar of Iran's newfound power is its control over the Strait of Hormuz, enabling it to influence global energy markets and use oil flows as leverage. Iran's 10-point ceasefire proposal demands international recognition of its dominant role, including control over shipping tolls, complete lifting of sanctions, global acceptance of its right to uranium enrichment, war reparations, and the end of UN resolutions against the regime. Such demands are only possible for a state confident in its status as a major geopolitical actor.

Meanwhile, America's claim to be the protector of Gulf states is now undermined. Keen describes that U.S. bases, once guarantees of security, are now targets for Iranian precision strikes. The Gulf coalition is fracturing as allies increasingly distance themselves, with Saudi Arabia and the UAE seeking security cooperation with Pakistan rather than relying on the U.S. The shift in energy control is compelling Asian allies to reconsider their relationships—for India and Japan, access to oil matters far more than political alignment with Washington.

The emergence of a new bloc—Russia, China, and Iran—amplifies the challenge to U.S. dominance. Together, Iran and Russia control around 31% of the world's oil, and Russia has provided Iran with military targeting data. This cooperation marks the decline of uncontested U.S. hegemony and the rise of a new order where Iran commands outsized influence across the globe.

Conflict Escalation: Three Stages and the Choice Between Ground War or Nuclear-Armed Iran

Keen and Steven Bartlett discuss the pattern of escalation that follows three interconnected stages. The conflict begins with the United States bombing Iranian nuclear sites, but Keen notes the regime survives, often emerging stronger. Iran's reaction is "horizontal escalation"—seizing the Strait of Hormuz to demonstrate its ability to survive and project power.

This advances the scenario to stage three: deployment of U.S. Marine ground forces to retake strategic territory. The area presents some of the most challenging terrain in the world for amphibious operations, and President Trump has repeatedly suggested taking Iran's oil fields through coastal assaults. To regain the Strait and oil fields, U.S. forces would need to control a corridor at least 100 miles by 20 miles while defending against persistent Iranian drone attacks.

A key dynamic is the political response to American casualties. Keen cites Vietnam as precedent: when Marines are killed, instead of prompting withdrawal, these deaths strengthen political resolve to "finish the job." This makes the war "sticky," likely expanding into a ground war lasting at least six months from which it is politically difficult to retreat.

If the U.S. withdraws without securing Iranian uranium stockpiles, Iran is poised to become a nuclear-armed state within a year—a new and permanent force in world power politics. This leaves U.S. leadership with a harsh dilemma: engage in a costly, protracted ground war or face a nuclear-empowered Iran with global ambitions.

Iran's Uranium Enrichment Capabilities and Nuclear Deterrence

Iran possesses significant stockpiles of enriched uranium that is dispersed, buried deeply, and hidden beyond the reach of aerial bombing. Keen emphasizes that securing Iran's enriched uranium—physically possessing and removing it—is the only way to prevent rapid nuclear weapons production, but this would require ground troops in an unrealistically large and complex operation.

If the U.S. reduces military involvement, Iran could develop nuclear weapons within a year. Keen explains that hardline U.S. threats, particularly from Trump, have unified Iranian society around a defensive stance, with even pro-democracy movements now supporting nuclear weapon development as protection against existential threats.

Keen outlines Iran's likely nuclear strategy as emulating North Korea's model—developing an arsenal and conducting warhead tests to deter U.S. action. The most rational strategy is to achieve a threshold arsenal of at least five weapons, conduct a test detonation on Iranian soil, then follow a week later with a second test. This display creates credible deterrence, as the world would assume Iran has sufficient reserves to retaliate, significantly altering regional and global power dynamics.

Diplomatic Failure: Breakdown, Failed Decisions, Lack of Off-ramps

Keen emphasizes that Trump's 2018 withdrawal from the Iran nuclear deal destroyed the only functioning framework for limiting Iran's nuclear ambitions. Under the Obama-era deal, Iran kept uranium enriched to 3.5% under constant inspection. After withdrawal, Iran has dramatically increased its stockpile and enrichment level, making the original constraints now look naïve.

Bartlett and Keen detail how Israeli actions repeatedly undermined U.S. diplomatic efforts. Israeli airstrikes ended negotiations within 36 hours of Trump's June announcement of talks. Most pivotal was the assassination of Ali Larijani, Trump's primary Iranian contact, by an Israeli-led airstrike in March 2026, derailing what Trump described as being on the verge of a historic agreement.

Prime Minister Netanyahu's repeated claims that Iran was a "paper tiger" shaped not only Israeli but also American intelligence assessments. Keen and Bartlett note that many U.S. officials, influenced by Israeli intelligence, underestimated Iran's resilience, leading to flawed strategic planning.

Recent diplomatic proposals now include measures to constrain Israel rather than Iran. Keen proposes legislation mandating a total cutoff of American aid to Israel if it attacks Iran, and another clause involving Israel joining the Nuclear Non-Proliferation Treaty in exchange for Iran limiting enrichment to 3.5%. Trump now faces an Iran undeterred by U.S. air power, controlling the Strait and demanding regional recognition. Keen notes that the limited window for a minimalist nuclear deal has closed, and according to him, the catastrophic failure in Iran has rendered NATO a non-entity, with European leaders refusing American calls for troop deployments. The U.S. now lacks a realistic Plan B, as bombing alone cannot resolve the enriched uranium issue, giving Tehran major leverage in any future diplomatic engagement.

1-Page Summary

Additional Materials

Clarifications

  • Enrichment facilities are the physical plants where uranium is processed to increase the concentration of the fissile isotope U-235. Destroying these facilities damages infrastructure but does not eliminate uranium already enriched and stored elsewhere. Enriched uranium is a material that can be hidden underground or dispersed, making it difficult to target with airstrikes. Only physically securing or removing this uranium can prevent its use in nuclear weapons.
  • Uranium enrichment increases the concentration of the isotope uranium-235, which is necessary for sustaining a nuclear chain reaction. Natural uranium contains about 0.7% uranium-235, but weapons-grade uranium requires enrichment to around 90%. This enriched uranium can be used to create the explosive core of a nuclear bomb. Controlling enrichment levels is crucial to preventing nuclear weapons development.
  • Horizontal escalation refers to a strategy where a conflict spreads geographically or involves new regions rather than intensifying in the original area. It often includes opening new fronts or targeting additional assets to increase pressure on the opponent. This contrasts with vertical escalation, which involves increasing the intensity or scale of attacks in the same area. The goal is to complicate the adversary’s response and gain strategic advantage.
  • The Strait of Hormuz is a narrow waterway connecting the Persian Gulf to the Arabian Sea, serving as a critical chokepoint for global oil shipments. Approximately 20% of the world's petroleum passes through this strait, making it vital for energy security. Disruptions here can cause significant spikes in global oil prices and impact economies worldwide. Control over the strait grants strategic leverage over international energy supply routes.
  • War reparations are payments or compensation a defeated country is required to make to the victors for damages caused during a conflict. Lifting sanctions means removing economic and political penalties imposed to pressure a country to change behavior. Both actions significantly affect a nation's economy and international relations. In Iran's case, reparations and sanction relief would restore financial resources and global trade access, strengthening its position.
  • The Gulf coalition is a group of Arab states, including Saudi Arabia and the UAE, formed to counter regional threats and maintain security, often relying on U.S. military support. Saudi Arabia and the UAE seek security cooperation with Pakistan because Pakistan has a strong military, shares Sunni Islamic ties, and offers a strategic alternative amid perceived U.S. unreliability. Pakistan's involvement provides these Gulf states with additional military backing without direct U.S. intervention. This shift reflects changing alliances and concerns over U.S. commitment in the region.
  • The emerging bloc of Russia, China, and Iran represents a strategic partnership challenging U.S. global dominance by coordinating politically, economically, and militarily. This alliance leverages shared interests to counterbalance U.S. influence, particularly in energy markets and regional security. Their cooperation includes intelligence sharing, military support, and joint diplomatic efforts to reshape international norms. This shift signals a multipolar world where U.S. unilateral actions face stronger, coordinated resistance.
  • Amphibious operations involve launching military attacks from the sea onto hostile shores, requiring coordination between naval, air, and ground forces. They are complex due to the need to secure beachheads under enemy fire while managing logistics and terrain challenges. Difficulties include unpredictable weather, strong coastal defenses, and the vulnerability of troops during landing. Success depends on surprise, timing, and overwhelming force to establish a foothold quickly.
  • American casualties often increase public and political pressure to continue a war to honor fallen soldiers and achieve stated objectives. This phenomenon, known as the "rally 'round the flag" effect, can strengthen resolve rather than prompt withdrawal. Leaders may fear that retreating after losses signals weakness, undermining domestic support and international credibility. Historical examples, like Vietnam, show that casualties can entrench commitment, making conflicts harder to end.
  • Nuclear deterrence is the strategy of preventing enemy attacks by threatening a devastating nuclear retaliation. Conducting nuclear tests demonstrates a country's capability to build and use nuclear weapons, making threats credible. This credibility discourages adversaries from initiating conflict due to fear of unacceptable damage. Without tests, opponents may doubt a state's actual nuclear capability, weakening deterrence.
  • The 2015 Iran nuclear deal, known as the JCPOA, was an agreement where Iran limited its nuclear program in exchange for lifting economic sanctions. It imposed strict monitoring and capped uranium enrichment to prevent weapon development. The U.S. withdrawal in 2018 under President Trump ended these restrictions, leading Iran to expand its nuclear activities. This move undermined diplomatic efforts and increased regional tensions.
  • Israeli intelligence has historically influenced U.S. perceptions of Iran by emphasizing threats and downplaying Iran's resilience. Israel has conducted covert operations and airstrikes targeting Iranian assets, aiming to disrupt Iran's nuclear program. These actions often complicate U.S. diplomatic efforts by escalating tensions and undermining negotiations. Israeli skepticism about Iran's intentions has shaped both Israeli and American strategic decisions.
  • The Nuclear Non-Proliferation Treaty (NPT) is an international agreement aimed at preventing the spread of nuclear weapons and promoting peaceful nuclear energy use. Israel has never signed the NPT, maintaining a policy of ambiguity about its nuclear arsenal. Iran is a signatory but has been accused of violating its terms by pursuing nuclear weapons capabilities. Joining the NPT would require Israel to allow inspections and limit its nuclear activities, while Iran would need to adhere strictly to non-proliferation commitments.
  • A "minimalist nuclear deal" refers to an agreement that limits Iran's uranium enrichment to low levels under strict inspections, preventing weaponization while allowing peaceful nuclear activities. The window for such a deal has closed because Iran's uranium stockpiles and enrichment levels have significantly increased beyond previous limits, making rollback difficult. Political and military actions, including assassinations and airstrikes, have destroyed trust and diplomatic channels necessary for negotiation. Without mutual willingness and verification mechanisms, a simple, limited agreement is no longer feasible.
  • "NATO being a non-entity" means the alliance is ineffective or irrelevant in addressing the Iran conflict. It suggests member countries, especially in Europe, are unwilling to support U.S. military actions or deploy troops. This reflects a loss of unity and influence in global security matters. The phrase highlights NATO's diminished role in this specific geopolitical crisis.
  • Enriched uranium stockpiles being dispersed, buried, and hidden means that the uranium material has been separated and processed to increase the concentration of the isotope uranium-235. This enriched uranium is then stored in various locations, spread out, buried underground, and concealed to protect it from potential attacks or detection. The dispersal and burial make it challenging to target and destroy these stockpiles through conventional means like aerial bombing. This strategy complicates efforts to prevent rapid nuclear weapons production as the enriched uranium remains secure and out of reach.
  • The analogy means that destroying visible nuclear facilities (the pan) does not eliminate the enriched uranium (the gold) already produced and stored underground. Enriched uranium is the key material for making nuclear weapons and can be hidden or protected from airstrikes. Even if the facilities are damaged, the uranium remains intact and usable. This makes airstrikes ineffective at fully stopping nuclear weapon development.
  • Controlling a corridor of 100 miles by 20 miles provides a secure land route for moving troops, supplies, and equipment. It ensures logistical support and communication lines remain open during military operations. Such a corridor also creates a buffer zone to defend against enemy counterattacks. In difficult terrain, maintaining this control is crucial for operational success and force protection.
  • The Vietnam War showed that heavy bombing often failed to break enemy will or destroy critical infrastructure. Instead, it hardened resistance by proving survival was possible despite intense attacks. This historical lesson suggests similar U.S. air campaigns against Iran may strengthen Iranian resolve rather than weaken it. Thus, relying solely on airstrikes risks prolonging conflict without achieving strategic goals.
  • A "protracted ground war" refers to a long-lasting, drawn-out military conflict involving ground troops. Such wars often result in high casualties, extensive resource use, and political challenges at home. They can erode public support and make withdrawal politically difficult. Historically, these wars tend to become "sticky," meaning they are hard to end quickly or decisively.

Counterarguments

  • While airstrikes may not destroy all enriched uranium, they can significantly disrupt Iran's nuclear infrastructure, causing delays and increasing the cost and complexity of rebuilding.
  • Underground facilities are not always completely invulnerable; advanced bunker-busting munitions and intelligence improvements have increased the effectiveness of strikes against hardened targets.
  • The assertion that air campaigns always embolden resistance overlooks cases where sustained military pressure has led to negotiation or regime change, such as in Serbia (1999) or Libya (2011).
  • Iran's ability to control the Strait of Hormuz is not absolute; U.S. and allied naval power can still challenge and potentially neutralize Iranian attempts to close the strait.
  • The Gulf coalition's shift away from the U.S. is not uniform; some states continue to rely on U.S. security guarantees and military cooperation.
  • The emergence of a Russia-China-Iran bloc faces internal challenges and divergent interests, which may limit its effectiveness as a unified counterweight to U.S. influence.
  • The claim that American casualties always increase political resolve is contested; in some conflicts, rising casualties have led to public pressure for withdrawal (e.g., Iraq, Afghanistan).
  • Iran's nuclear ambitions are not universally supported within its population; there are internal divisions and opposition to weaponization.
  • The effectiveness of sanctions and diplomatic pressure should not be dismissed, as they have previously influenced Iran's nuclear policy and willingness to negotiate.
  • The Obama-era nuclear deal (JCPOA) had critics who argued it provided Iran with economic relief without permanently halting its nuclear program.
  • NATO's role in the Iran crisis may be limited, but European countries continue to play a role in diplomatic efforts and sanctions enforcement.
  • The possibility of future diplomatic engagement remains, as international relations are dynamic and subject to change based on leadership and circumstances.

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The Iran War Expert: The Most Dangerous Stage Begins Now

Military Ineffectiveness: Why Air Strikes Fail to Achieve Strategic Goals Against Iran

Despite their overwhelming military power and tactical success at striking targets, air campaigns such as those aimed at Iran repeatedly fail to achieve their strategic and political goals. The experience of targeting Iran's nuclear ambitions and historical lessons from conflicts like the Vietnam War reveal the severe limitations of air power when faced with a well-prepared, resilient adversary.

Airstrikes Can't Destroy Enriched Uranium, Only Facilities

Bombers Can Destroy Infrastructure but Not Dispersed or Buried Enriched Material

Steve Keen describes a consistent finding across years of modeling bombing campaigns against Iran: U.S. bombers can destroy above-ground industrial facilities that enrich uranium, but they cannot destroy the enriched uranium itself. Using an analogy, Keen says that even if you destroy the pan and river used for panning gold, you cannot destroy the gold itself—it's recoverable. Bombing leaves the uranium simply buried under rubble, undamaged and ready to be retrieved.

Iran Shields Enrichment and Arsenal Sites From Air Strikes By Burying Them

Iran anticipates aerial attacks and disperses or buries its enrichment facilities and arsenals—including drones and missile stores—underground. While the U.S. can identify and destroy visible targets above ground with satellites and other sensors, Iran's critical assets are intentionally deeply buried and concealed, making them virtually invulnerable to airstrikes.

Airstrikes Only Delay, Not Prevent, Iran's Nuclear Advancements: Enriched Uranium Recoverable

Destroying industrial targets offers only a temporary setback. Once bombing ceases, Iran can retrieve undamaged enriched uranium and resume its programs. This approach merely delays their progress, not stops it. In fact, such attacks can further incentivize Iran's leaders and population, making them more desperate to pursue nuclear weapons for deterrence and possibly payback, especially if civilian infrastructure—such as electrical power—is also targeted.

Military Might Can't Ensure Victory Over Foes With Hidden Abilities

U.S. Can Use Satellite Imagery to Identify Targets, but Iran Conceals Arsenals Underground

Keen points out that although the U.S. can quickly destroy assets visible from above, Iran’s strategy of deeply burying key military infrastructure means that bombing campaigns leave significant portions of Iran’s warfighting and nuclear capacity intact.

Iran's Grip on Strait of Hormuz Shows Limits of U.S. Military Dominance

Iran uses its concealed drone and missile arsenals to launch attacks from protected positions, notably in the strategically vital Strait of Hormuz. These ongoing capabilities demonstrate that, despite U.S. air superiority, Iran can still impose costs and threaten vital shipping routes, showing how military dominance fails to neutralize adversaries with hidden, resilient abilities.

Bombing Campaigns Often Strengthen the Target Population's Resolve, as Shown in Vietnam War History Where Bombing Energized the Enemy

Keen emphasizes the political consequences of airstrikes. Drawing from his Vietnam War research, he notes that bombing campaigns can backfire by energizing and uniting enemy populations. In Vietnam, heavy U.S. bombing—especially against the Ho Chi Minh Trail—destroyed 80% of logistical throughput but failed to break resistance. The resilience shown by surviving even the most intense bombings emboldened and motivated North Vietnamese and Viet Cong fighters, rather than demoralizing them.

Bombing Campaigns Rarely Achieve Political ...

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Military Ineffectiveness: Why Air Strikes Fail to Achieve Strategic Goals Against Iran

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Clarifications

  • Uranium enrichment increases the concentration of the isotope uranium-235, which is needed for nuclear reactors and weapons. Natural uranium contains about 0.7% uranium-235, but weapons-grade uranium requires enrichment above 90%. The process typically uses centrifuges to separate isotopes based on mass differences. Enriched uranium can fuel nuclear power or be further processed for nuclear weapons.
  • Enriched uranium is a dense, stable material that can be physically shielded by concrete and earth, making it hard to reach with bombs. It is often stored underground or in reinforced bunkers designed to absorb blasts. Bombing can destroy facilities but usually cannot penetrate deeply enough to damage the uranium itself. Additionally, uranium is chemically inert, so it does not explode or degrade easily under conventional bombing.
  • Dispersing facilities means spreading them out across multiple locations to reduce the risk of all being destroyed in one attack. Burying facilities underground protects them from airstrikes by using natural or man-made tunnels and bunkers. These underground sites are often reinforced with thick concrete and steel to withstand bombs. This strategy complicates detection and destruction by making targets less visible and harder to reach.
  • The Strait of Hormuz is a narrow waterway connecting the Persian Gulf to the Arabian Sea. It is one of the world's most critical chokepoints for global oil shipments, with about 20% of the world's petroleum passing through it. Control or disruption of the strait can significantly impact global energy markets and economies. Iran's ability to threaten this route gives it strategic leverage despite military pressures.
  • Drones are unmanned aerial vehicles used for surveillance, precision strikes, and intelligence gathering without risking pilot lives. Missile arsenals consist of various guided weapons capable of striking targets at long distances with high accuracy. Together, they enable rapid, flexible attacks and defensive measures, often from concealed or protected locations. Their mobility and precision make them critical for modern asymmetric and conventional warfare strategies.
  • The Ho Chi Minh Trail was a complex network of supply routes used by North Vietnam to transport troops and materials through Laos and Cambodia into South Vietnam. It was crucial for sustaining the Viet Cong and North Vietnamese Army during the war. Despite heavy U.S. bombing, the trail remained operational due to its extensive camouflage, multiple paths, and constant repairs. Its resilience symbolized North Vietnam's determination and ability to withstand U.S. military pressure.
  • Bombing campaigns can politically strengthen an enemy by rallying their population around a common cause, fostering a sense of resilience and defiance in the face of adversity. The destruction caused by bombings can sometimes unite the enemy against a common external threat, boosting their determination to resist. Additionally, surviving intense bombings can embolden the enemy, reinforcing their belief in their cause and increasing their resolve. This phenomenon was observed in historical conflicts like the Vietnam War, where heavy bombing failed to break the enemy's spirit and instead fueled their determination to continue fighting.
  • Tactical success means achieving immediate military objectives, like destroying specific targets or winning battles. Strategic goals involve long-term outcomes, such as weakening an enemy’s overall power or changing their political behavior. Political goals focus on influencing governments, populations, or alliances to achieve desired policy changes. Often, tactical victories do not translate into strategic or political success if the enemy adapts or the broader conflict dynamics remain unchanged.
  • Satellite imagery primarily captures surface features and cannot see through soil, rock, or reinforced concrete. Underground facilities are often shielded by ...

Counterarguments

  • While airstrikes may not permanently eliminate Iran's nuclear capabilities, they can significantly delay progress, increase costs, and disrupt timelines, which may be valuable for diplomatic leverage or to buy time for other strategies.
  • The destruction of above-ground infrastructure can have long-term economic and technical impacts, making it more difficult and expensive for Iran to rebuild and resume enrichment activities.
  • Air campaigns can degrade Iran's conventional military capabilities, such as missile and drone production facilities, even if some assets are hidden, thereby reducing Iran's ability to project power in the region.
  • The psychological and deterrent effects of airstrikes may influence Iranian decision-making, potentially deterring further escalation or signaling international resolve.
  • Not all Iranian assets are perfectly concealed or invulnerable; intelligence improvements and advanced bunker-busting munitions have increased the effectiveness of strikes against some hardened targets.
  • Historical analogies, such as the Vietnam War, may not fully apply to Iran due to differences in geography, regime type, military capabilities, and societal structure.
  • Airstrikes can be part of a broader strategy that incl ...

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The Iran War Expert: The Most Dangerous Stage Begins Now

Iran's Rise: Regional/World Power and Global Power Shift

Iran Emerges As Global Power Rivaling U.S. Influence

Policymakers in the U.S. and Western countries have long assumed Iran was on the verge of collapse, expecting that one more push—such as military pressure or economic sanctions—would force the Iranian regime to fall. Steve Keen points out that this was a widespread and ultimately false assumption in the foreign policy community. Contrary to these predictions, Iran has shown remarkable resilience, even after direct attacks and the assassination of key leaders. The decentralized nature of Iran’s leadership has made it difficult for adversaries to target or destabilize the regime effectively. Instead of collapsing, Iran has managed to strengthen its position, using diplomatic negotiations and direct messages to the White House through intermediaries such as Pakistan, and shaping ceasefire proposals that reflect its rising influence.

A central pillar of Iran’s newfound power is its control over approximately 20% of global oil supply and, crucially, the Strait of Hormuz. This strategic chokepoint enables Iran to influence global energy markets and use oil flows as leverage to coerce other nations into accepting its regional objectives. Shipping through the Strait, vital for Asian economies, gives Iran direct financial and geopolitical leverage.

Iran’s 10-point ceasefire proposal to the U.S. and Israel, as explained by Bartlett and Keen, requires international recognition of its dominant role: Iran demands control over tolls for ships passing the Strait of Hormuz (reportedly $2 million per ship), revenue sharing with Oman, complete lifting of U.S. sanctions, return of frozen Iranian funds, global acceptance of its right to uranium enrichment (while promising not to seek nuclear weapons), war reparations, and the end of all UN resolutions against the regime with a new Security Council mandate. Such demands are only possible for a state confident in its status as a major geopolitical actor, making clear that Iran wants not only regional dominance but also the ability to dictate rules in line with historical great powers.

Us Military Bases, Alliances in Persian Gulf Collapse as America Loses Credibility

America’s claim to be the protector of Gulf states—anchored by military bases in Qatar, Bahrain, Kuwait, and Saudi Arabia—is now undermined. Keen describes that these bases, once guarantees of security, are now targets for Iranian precision drone strikes, no longer providing a stable regional coalition against Iran. As a result, the Gulf coalition is fracturing: Iraq, previously installed by U.S. intervention, increasingly distances itself from American military presence; Oman is being drawn closer to Iran through proposed revenue sharing; and Qatar keeps a low profile.

Meanwhile, Saudi Arabia and the UAE, feeling most threatened, are seeking security cooperation with Pakistan rather than relying on the U.S. The Trump administration’s reluctance to firmly defend U.S. bases—or the bases of its allies—sends a clear signal of unreliability. Allies are being told to defend themselves, a far cry from the security guarantees that underpinned the previous order.

Allies Distancing Over U.S. Weakness, Iranian Oil Control

The shift in energy control is compelling U.S. allies in Asia to reconsider their relationships. For India, which depends on oil through the Strait of Hormuz, access to supply matters far more than political alignment with Washington—so Delhi remains at least neutral, if not leaning toward Tehran. This places India in a far more precarious position compared to the U.S. and Europe, as the supply of oil, not just its price, is on the line.

In Japan, Prime Ministerial visits to Washington have not produced milita ...

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Counterarguments

  • While Iran exerts significant regional influence, its global power is still limited compared to the U.S., China, or Russia, especially in terms of economic size, technological advancement, and military reach.
  • The claim that Iran controls 20% of the global oil supply is an overstatement; Iran's share of global oil production is closer to 4-5%, though it does have influence over the Strait of Hormuz, through which about 20% of global oil passes.
  • The resilience of the Iranian regime is partly due to internal repression and lack of political freedoms, which may undermine its long-term stability and legitimacy.
  • U.S. military bases in the Gulf remain operational and continue to serve as deterrents, despite increased risks from Iranian capabilities.
  • The Gulf states, particularly Saudi Arabia and the UAE, continue to maintain strong security and economic ties with the U.S., including ongoing arms purchases and intelligence cooperation.
  • India and Japan, while seeking stable energy supplies, have not fundamentally shifted their strategic alignments away from the U.S.; both countries continue to participate in security dialogues and military exercises with the U.S. and its allies.
  • The Iran-Russia-China bloc faces internal tensions and divergent interests, which may limit the dep ...

Actionables

  • you can track your personal energy consumption and spending habits to identify how shifts in global oil supply or disruptions in the Strait of Hormuz could impact your daily expenses, then experiment with small changes like adjusting travel routines or home heating to see how resilient your lifestyle is to sudden price spikes.
  • a practical way to prepare for shifting global alliances is to diversify your sources of news and information, following outlets from different regions (including Asia and the Middle East) to spot early signs of changing economic or political trends that could affect your job, investments, or travel ...

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The Iran War Expert: The Most Dangerous Stage Begins Now

Conflict Escalation: Three Stages and the Choice Between Ground War or Nuclear-Armed Iran

The conflict follows a pattern of escalation that can be traced through three interconnected stages: initial airstrikes, Iranian retaliation, and the looming threat of a U.S. ground war, followed by the grave consequences of either entrenchment or facing a nuclear-armed Iran. Steve Keen and Steven Bartlett discuss these stages, the logic behind military and political decisions, and the lack of a clear “off-ramp.”

America Bombed Targets; Iran Seized the Strait of Hormuz

The escalation begins with the United States bombing Iranian nuclear sites in an attempt to destabilize the regime. Despite targeting leaders and key sites, Keen notes that the regime survives, often emerging stronger and more resilient—a conclusion validated by Professor Pape’s models showing leadership-targeting bombing as ineffective.

Iran’s reaction to the bombardment is “horizontal escalation”: rather than accepting losses, the regime asserts strength by seizing the Strait of Hormuz, a critical maritime chokepoint. This move demonstrates Iran’s ability to survive initial attacks and project power in ways that counteract direct American action.

Stage Three: Marine Ground Operations to Secure the Strait of Hormuz and Iranian Oil Fields

With Iran’s control of the Strait of Hormuz, the scenario advances to stage three: the deployment of U.S. Marine ground forces to retake strategic territory. The area around the Strait presents some of the most challenging terrain in the world for amphibious operations, described as a “moonscape”—harsh, mountainous, and inhospitable for landing troops from sea or air.

President Trump has repeatedly suggested that the U.S. should take Iran’s oil fields, alluding to amphibious assaults to secure both coastline and inland energy infrastructure. Keen explains the limited alternatives for a ground invasion—Pakistan and Afghanistan are not viable staging grounds, and Azerbaijan refuses involvement—making a coastal assault the main option.

To regain and hold the Strait and oil fields, U.S. forces would need to control a corridor at least 100 miles by 20 miles, defend against persistent Iranian drone attacks, and protect ground troops from mobile, air strike-resistant weapons. Amphibious landings, supported by Osprey aircraft, would be required, exposing troops to immediate and ongoing danger.

Casualties in Ground Forces Could Increase Political Pressure for Prolonged War Rather Than Withdrawal

A key dynamic of ground operations is the political response to American casualties. Keen cites Vietnam as precedent: when U.S. Marines are killed, instead of prompting withdrawal, these deaths strengthen political resolve to “finish the job.” About 36% of the American public, predominately aligned with the Republican base, typically view such losses as honorable sacrifice, making it politically difficult for leadership to pull back without seeming to betray the fallen. While 59% may oppose the war, a determined minority will support escalation, especially when called to honor U.S. troops.

This dynami ...

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Conflict Escalation: Three Stages and the Choice Between Ground War or Nuclear-Armed Iran

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Counterarguments

  • The assumption that bombing Iranian nuclear sites would inevitably lead to regime survival and increased resilience may overlook the potential for significant internal destabilization or popular unrest within Iran.
  • The idea that Iran would successfully seize and hold the Strait of Hormuz as a direct response to U.S. airstrikes may underestimate the logistical and military challenges Iran would face, as well as the rapid international response such an action would provoke.
  • The scenario presumes that a U.S. ground invasion is the only or most likely response to Iranian escalation, but alternative strategies such as intensified sanctions, cyber operations, or diplomatic efforts could be pursued.
  • The claim that American casualties always increase political resolve for prolonged war does not account for recent U.S. military engagements (e.g., Iraq, Afghanistan), where public and political pressure has sometimes led to calls for withdrawal.
  • The text presents the emergence of a nucl ...

Actionables

  • you can map out a personal decision tree for high-stakes dilemmas in your own life to clarify your options and anticipate consequences, just as leaders must weigh costly choices; for example, sketch out what you’d do if faced with a major career or relationship crossroads, including best- and worst-case outcomes for each path.
  • a practical way to build resilience in the face of setbacks is to track situations where you felt pressure to give up and note what helped you persist or adapt, mirroring how political resolve can strengthen under adversity; keep a simple journal of these moments and review them to identify patterns in your own responses.
  • you can practice scenario planning by ...

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The Iran War Expert: The Most Dangerous Stage Begins Now

Iran's Uranium Enrichment Capabilities and Nuclear Deterrence

Iran's Enriched Uranium Can't Be Destroyed by Military Strikes

Iran possesses a significant stockpile of enriched uranium, including 1,000 pounds of 60% enriched uranium and 10,000 pounds of uranium enriched between 5% and 20%. This material is dispersed, buried deeply, and hidden beyond the reach of aerial bombing. Steve Keen emphasizes that if it were possible to destroy Iran's enriched uranium material just by bombing known sites, it would have already been done. However, Iran has ensured that its uranium is well-secured, often hidden as rock or stored in deeply buried tunnels and caves, making it impossible for air campaigns to target the material itself instead of just the physical facilities. According to Keen, securing Iran's enriched uranium—physically possessing and removing it—is the only way to prevent the rapid production of nuclear weapons, even if the above-ground enrichment sites are destroyed. This necessity means that only ground troops might accomplish such a task, but the operation would be unrealistically large and complex, not a quick endeavor by a small force.

Iran May Develop Nuclear Weapons Within a Year Without Uranium Security, a Likely Outcome

If the security of Iran’s uranium is not ensured and the U.S. reduces its military involvement, Iran could develop nuclear weapons within a year. Keen asserts that neither the Trump nor Biden administrations have found a way to stop Iran’s enrichment, and bombing alone cannot resolve the problem. If the United States withdraws, Iran’s internal power will grow, and its nuclear ambitions are likely to progress unchecked.

Keen further explains that hardline U.S. threats, particularly from President Trump—who warned he could end Iranian civilization in one night—have unified Iranian society around a defensive stance. Even the previously robust pro-democracy movement in Iran now tends to support nuclear weapon development as protection against existential threats from outside. Trump’s aggressive rhetoric and threats of overwhelming force have bonded the Iranian regime and population more closely. Many now see nuclear weapons as essential for deterrence, and consensus in favor of weaponization is growing.

Iran's Objective: Nuclear Deterrence Through Capability

Keen outlines Iran’s likely nuclear strategy as an emulation of North Korea’s m ...

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Iran's Uranium Enrichment Capabilities and Nuclear Deterrence

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Counterarguments

  • While Iran’s uranium stockpile is significant and dispersed, intelligence and military experts have noted that no facility is truly invulnerable; advances in bunker-busting munitions and intelligence gathering could potentially threaten even deeply buried sites.
  • The assertion that only ground troops could secure or remove enriched uranium overlooks the possibility of sabotage, cyberattacks, or covert operations that could disrupt Iran’s nuclear program without a full-scale invasion.
  • The timeline for Iran to develop a nuclear weapon, even with access to enriched uranium, is debated among experts; weaponization involves additional technical hurdles beyond enrichment, such as warhead design and missile integration.
  • The claim that U.S. threats have unified Iranian society around nuclear weaponization is contested; there remains significant internal dissent and opposition to the regime’s policies, including its nuclear ambitions.
  • Some analysts argue that Iran’s pursuit of nuclear weapons could provoke a regional arms race, increasing insecur ...

Actionables

  • you can practice evaluating the security of valuable items in your own life by identifying what you consider most important (like documents, digital files, or heirlooms) and brainstorming creative ways to protect them from loss or theft, such as using decoy storage, digital encryption, or hidden compartments, mirroring the concept of dispersing and concealing assets.
  • a practical way to understand the impact of external threats on group unity is to observe how your own social circles or workplace teams respond to outside criticism or pressure, noting whether it leads to greater internal cohesion or defensiveness, and reflecting on how messaging and tone influence group attitudes.
  • ...

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The Iran War Expert: The Most Dangerous Stage Begins Now

Diplomatic Failure: Breakdown, Failed Decisions, Lack of Off-ramps

Trump's 2018 Iran Nuclear Deal Withdrawal Eliminated the Only Framework For Constraining Iran

Steve Keen emphasizes that the 2018 decision by President Trump to withdraw from the Iran nuclear deal destroyed the only functioning framework for limiting Iran's nuclear ambitions. Under the Obama-era deal, Iran was allowed to keep uranium enriched up to 3.5%, under constant international inspection. After Trump’s withdrawal and years of unsuccessful diplomacy under both Trump and Biden, Iran has dramatically increased its stockpile and enrichment level of uranium—now far greater than under the Obama agreement. Keen states frankly that eliminating Iran's enriched uranium stockpile is impossible without deploying ground forces, a step considered entirely unrealistic. Thus, Trump’s withdrawal directly created the current scenario, where the original constraints now look naïve compared to Iran’s expanded nuclear capability.

Israel Disrupted U.S. Peace Talks By Assassinating Iranian Negotiators

Steven Bartlett and Steve Keen detail how Israeli actions repeatedly undermined U.S. diplomatic efforts. In June, Trump announced talks with Iran, but Israeli airstrikes ended negotiations within 36 hours. Israeli bombing killed the Iranian Supreme Leader and his advisors, leading to U.S. retaliatory strikes after Israel’s ultimatum, a sequence confirmed by Senator Rubio. A pivotal moment was the assassination of Ali Larijani, Trump’s primary Iranian contact for a significant 10-point peace plan, by an Israeli-led airstrike in March 2026. Trump himself complained that these unilateral Israeli operations derailed what he described as being on the verge of a historic agreement, effectively resetting diplomatic efforts.

Netanyahu Misled U.S. On Iran's Capabilities By Calling It a "Paper Tiger"

Prime Minister Netanyahu’s public statements repeatedly branded Iran as a "paper tiger," claiming Israeli operations left Iran crippled and on the verge of collapse, painting a picture of imminent victory. This narrative—from dominating airstrikes to defeating Iranian defenses—shaped not only Israeli but also American and allied intelligence assessments. Keen and Bartlett note that many U.S. officials, influenced by Israeli-provided intelligence, underestimated Iran’s capabilities and resilience. Despite mounting evidence of Iran’s staying power, few challenged the prevailing assumption of its impending collapse, leading to flawed strategic planning and a lack of preparedness for Iran’s continued resistance.

Military Situation Leaves Few Diplomatic Options Beyond Military Containment of Israel

Recent diplomatic proposals include measures to constrain not Iran, but Israel. Keen proposes a legislative approach: a bill mandating a total cutoff of American aid to Israel for the remainder of Trump’s presidency if Israel attacks Iran or even Lebanon. Such enforceable constraints would give the U.S. leverage over Israeli military adventurism. Another pivotal clause in negotiations involves Israel joining the Nuclear Non-Proliferation Treaty (NPT) in exchange for Iran limiting its uranium enrichment to 3.5% under international inspection. This would permit IAEA oversight of both Israeli and Iranian nuclear stockpiles, creating a balanced, two-sided verification regime and moving U.S. Middle East policy from a pro-Israel default to a more balanced, regionally adaptive approach.

Trump’s Position Worsens; Earlier Concessions now Fail to Convince Iran to Limit Ambitions

With his earlier deals and pressure campaigns failing, Trump now faces an Iran undeterred by U.S. air power, controlling the Strait of Hormuz and demanding regional recognition, sanctions relief, and formal nuclear rights. Steve Keen notes that negotiating with Iranian moderates earlier—rather than ...

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Diplomatic Failure: Breakdown, Failed Decisions, Lack of Off-ramps

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Clarifications

  • The 2015 Iran nuclear deal, known as the Joint Comprehensive Plan of Action (JCPOA), was an agreement between Iran and major world powers to limit Iran's nuclear program in exchange for lifting economic sanctions. It imposed strict limits on uranium enrichment levels and stockpiles, and allowed extensive inspections by the International Atomic Energy Agency (IAEA). The deal aimed to prevent Iran from developing nuclear weapons while enabling peaceful nuclear energy use. It was seen as a diplomatic breakthrough to reduce nuclear proliferation risks in the Middle East.
  • Uranium enrichment refers to increasing the percentage of the isotope uranium-235 in uranium, which is naturally about 0.7%. Low enrichment levels (around 3.5%) are suitable for nuclear power reactors but far below weapons-grade, which requires about 90% or more uranium-235. Higher enrichment levels increase the material's potential to sustain a rapid chain reaction necessary for a nuclear bomb. Monitoring enrichment levels helps prevent the development of nuclear weapons under civilian nuclear programs.
  • The International Atomic Energy Agency (IAEA) is a UN organization that promotes peaceful nuclear energy use and prevents nuclear weapons proliferation. It conducts inspections and monitors nuclear facilities to verify compliance with international agreements. The IAEA has the authority to access sites, review records, and use surveillance to ensure nuclear materials are not diverted for weapons. Its reports inform global diplomatic and security decisions regarding nuclear programs.
  • Ali Larijani is a prominent Iranian politician and former Speaker of the Parliament. He has played key roles in Iran's nuclear negotiations and diplomatic efforts. Larijani is known for his moderate stance and influence within Iran's political establishment. His involvement was crucial in back-channel talks with the U.S. before his assassination.
  • Israel’s airstrikes and assassinations targeting Iranian officials aim to disrupt Iran’s nuclear and military programs by eliminating key leaders and operatives. These actions are intended to weaken Iran’s strategic capabilities and deter further nuclear development. However, they often escalate tensions, provoke retaliatory attacks, and undermine diplomatic negotiations. Such operations complicate U.S. efforts to engage Iran peacefully by creating mistrust and instability.
  • The Nuclear Non-Proliferation Treaty (NPT) is an international agreement aimed at preventing the spread of nuclear weapons and promoting peaceful nuclear energy use. Israel is not a signatory, maintaining a policy of nuclear ambiguity without officially confirming its arsenal. Joining the NPT would subject Israel to international inspections and verification by the International Atomic Energy Agency (IAEA). This would increase transparency and could help balance regional nuclear capabilities by applying similar rules to both Israel and Iran.
  • The Strait of Hormuz is a narrow waterway between the Persian Gulf and the Gulf of Oman, serving as a critical chokepoint for global oil shipments. Approximately 20% of the world’s petroleum passes through it daily, making it vital for energy security. Control or disruption of the strait can significantly impact global oil prices and supply stability. Its geopolitical importance stems from its location near major oil-producing countries like Iran, Saudi Arabia, and the UAE.
  • NATO’s Article 5 commits members to collective defense, meaning an attack on one is considered an attack on all. It requires member states to assist, potentially including military action, under a unified command structure. Politically, invoking Article 5 can escalate conflicts by involving multiple countries in war. Controversy arises when members disagree on the necessity or extent of military support, especially in distant or complex conflicts.
  • The U.S. provides Israel with substantial military aid, primarily through annual grants and arms sales authorized by Congress. This aid supports Israel’s defense systems, including missile defenses and advanced weaponry. Congress can pass legislation to condition or cut off this aid based on specific actions by Israel, using funding as leverage to influence Israeli policies. Such legislative conditions require approval by both houses of Congress and the President’s signature to become law.
  • A "paper tiger" is a term describing something that appears threatening but is actually weak or ineffective. In military and intelligence contexts, it means an adversary seems powerful but lacks real strength or capability. Labeling Iran a "paper tiger" led analysts to underestimate its resilience and military potential. This misjudgment affected strategic decisions and preparedness.
  • The U.S. and Israel share a close strategic a ...

Counterarguments

  • While the 2018 U.S. withdrawal from the Iran nuclear deal (JCPOA) did lead to increased Iranian enrichment, critics of the deal argue that the JCPOA had significant sunset clauses and did not address Iran’s ballistic missile program or regional activities, which some believe limited its effectiveness as a long-term solution.
  • Some analysts contend that Iran’s nuclear advances after 2018 demonstrate that its commitment to non-proliferation was conditional and that Tehran may have sought to expand its program regardless of U.S. actions, using the withdrawal as justification.
  • The assertion that eliminating Iran’s enriched uranium stockpile is impossible without ground forces is debated; some experts argue that sabotage, cyber operations, or covert actions could delay or disrupt Iran’s program without full-scale invasion.
  • The claim that Israeli actions alone derailed diplomacy may overlook the complex interplay of Iranian, American, and other regional actors’ decisions, as well as Iran’s own actions that contributed to diplomatic breakdowns.
  • Intelligence assessments are often influenced by multiple sources and agencies; attributing U.S. underestimation of Iran’s resilience solely to Israeli influence may oversimplify the intelligence process.
  • Proposals to constrain Israel, such as cutting U.S. aid or requiring NPT accession, face significant political and practical obstacles in the U.S. and Israel, and may not be feasible or ...

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