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Climbing the Iran War Ladder

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Paris (Imran Y. CHOUDHRY) :- Former Press Secretary to the President, Former Press Minister to the Embassy of Pakistan to France, Former MD, SRBC Mr. Qamar Bashir analysis : The war now unfolding between Iran on one side and the United States and Israel on the other did not begin merely as a confrontation over nuclear enrichment or missile development. Those issues were presented to the world as the immediate justification, but the deeper strategic objective has long been understood by many analysts: regime change in Tehran. The assumption guiding years of sanctions, covert operations, cyber warfare, and now open military confrontation was that if Iran’s leadership could be decapitated, its missile and drone infrastructure destroyed, its naval capabilities crippled, and its economy suffocated, the Iranian people would eventually rise against their own government and replace it with a system aligned with Western and Israeli interests.
This strategy reflects a strategic vision that Israeli leaders, particularly Prime Minister Benjamin Netanyahu, have advocated for decades. Netanyahu repeatedly warned that Iran represented the greatest existential threat to Israel and argued that Tehran’s nuclear ambitions must be stopped before they matured. Yet critics of this argument note an important historical reality: when the earliest calls for confronting Iran began more than four decades ago, Tehran possessed neither a meaningful missile arsenal nor sophisticated drone capabilities. Its nuclear program remained limited and subject to international monitoring through the International Atomic Energy Agency. From that perspective, many observers believe that the nuclear narrative became a strategic instrument used to justify a broader geopolitical goal—the weakening or transformation of Iran as an independent regional power.
The operational plan appeared straightforward. Remove key leaders, destroy strategic military facilities, and allow internal unrest to complete the process of political change. Early phases of the conflict seemed to follow that script. Massive air strikes targeted military installations, command centers, missile launch sites, and naval bases. Thousands of targets were struck in rapid succession, creating the impression that Iran’s military capabilities were collapsing and that the regime might soon lose control.
The United States soon escalated the campaign further. President Donald J. Trump announced that American forces had carried out one of the most powerful bombing raids of the war on Iran’s Kharg Island, the country’s most critical oil export terminal. The president stated that U.S. aircraft had destroyed every military target on the island while deliberately avoiding the destruction of the oil infrastructure itself. Kharg Island is the lifeline of Iran’s petroleum exports, handling roughly ninety percent of the country’s crude shipments. Trump warned, however, that if Iran interfered with maritime traffic through the Strait of Hormuz, the United States could reconsider its restraint.
Yet the expected political collapse inside Iran has not materialized. Instead, the external attacks appear to have triggered a powerful instinct for national cohesion. Iranian society, shaped by centuries of resistance to foreign intervention, has not rallied behind calls for externally driven regime change. The assumption that military pressure would spark a popular uprising has proven to be one of the central miscalculations of the conflict.
At the same time, Iran has responded by widening the battlefield beyond its own territory. Rather than fighting only within its borders, Tehran has attempted to redistribute the economic burden of the war across the entire Middle East and ultimately the global economy. Missile and drone attacks, threats against regional energy infrastructure, and disruptions to maritime routes have created an atmosphere of strategic uncertainty that extends far beyond Iran itself.
The global energy system lies at the center of this confrontation. The Strait of Hormuz remains one of the most critical maritime corridors in the world. Military planners have increasingly warned that reopening the Strait of Hormuz by force would be far more complicated than it appears in theory. Even if the navies of the United States, the United Kingdom, and France attempted to escort commercial tankers through the strait, analysts believe it would be extremely difficult to guarantee safe passage without Iran’s consent. For this reason, many defense experts argue that reopening the corridor through purely military means would be risky and uncertain, and that stable navigation would likely require some form of diplomatic understanding with Iran.
The war has also exposed the vulnerability of even highly advanced military powers. Israel possesses one of the world’s most sophisticated intelligence networks and defense systems. Yet sustained missile and drone exchanges demonstrate that modern warfare imposes heavy economic and psychological costs on any society. Repeated missile alerts, damage to infrastructure, and disruptions to daily life illustrate the limitations of technological superiority when conflicts become prolonged.
Another important dimension of the conflict is the growing unease among Gulf Arab states hosting American military bases. Countries such as Qatar, Bahrain, and Kuwait have long relied on the U.S. security umbrella as a deterrent against regional instability. However, these bases now risk becoming direct targets in a wider confrontation. What was once viewed as protection increasingly appears to some regional leaders as a potential magnet for retaliation.
A notable geopolitical alignment has also emerged between Israel and India. Over the past two decades, India has become one of Israel’s closest defense partners, cooperating extensively in drone development, missile defense systems, surveillance technologies, and intelligence sharing. This partnership is not merely technological but also reflects a similar strategic worldview. Israel’s doctrine seeks to maintain overwhelming regional superiority so that no neighboring state can challenge its security. India’s concept of “Akhand Bharat,” or Greater India, imagines a restoration of influence across the broader South Asian subcontinent. While framed primarily in cultural terms, it reflects a desire to neutralize regional rivals and consolidate influence across neighboring territories. This parallel strategic outlook helps explain India’s diplomatic support for Israel during the current conflict.
Perhaps the most revealing aspect of the war is how dramatically the perception of victory has shifted since the first days of fighting. When hostilities began on February 28, many analysts predicted a rapid victory for the United States and Israel. Early strategic assessments informally estimated that Washington had roughly a 50–55 percent probability of determining the outcome, Israel around 30–35 percent, and Iran barely 10–15 percent. The reasoning was simple: overwhelming airpower, technological superiority, and intelligence dominance would quickly dismantle Iran’s military capacity.
After the war has entered into its third week, many strategic observers now estimate that the United States retains roughly 40–45 percent influence over the ultimate outcome, Israel about 25–30 percent, while Iran’s strategic position has risen to roughly 25–30 percent due to its ability to internationalize the consequences of the conflict. In essence, the war has evolved into two parallel contests: a tactical war dominated by American and Israeli military power, and a strategic war in which Iran attempts to raise the economic and geopolitical cost for its adversaries and the global system.
One of the greatest casualties of the conflict is the credibility of the international rules-based order as a result of a gradual shift toward a world governed less by international law and more by raw geopolitical power. Smaller states increasingly fear that they may become targets if they lack strong alliances or military capabilities. Arms races accelerate, mistrust deepens, and regional conflicts risk cascading into broader confrontations.
The Iran war therefore represents more than a regional crisis. It is a defining moment for the emerging global order. Whether diplomacy eventually prevails or escalation continues will shape not only the future of the Middle East but also the credibility of the institutions designed to preserve international stability.
For now, the battlefield remains active, the diplomatic channels remain fragile, and the outcome remains uncertain. What is clear, however, is that the war has already reshaped the geopolitical landscape—revealing the limits of military power, the resilience of national identity, and the profound risks of a world drifting away from international cooperation toward the harsher logic of power politics.

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Israel Hijacks Global Oil Flow

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Paris (Imran Y. CHOUDHRY) :- Former Press Secretary to the President, Former Press Minister to the Embassy of Pakistan to France, Former MD, SRBC Mr. Qamar Bashir analysis : The war that has engulfed the Middle East over the past several weeks is no longer merely a confrontation of missiles, drones, and military doctrines. It is rapidly revealing itself as a deeper contest over geography, energy, and long-term global control. Beneath the smoke of bombed installations and the rhetoric of national security lies a far more consequential objective: the redrawing of the world’s most critical energy routes. What began as a campaign justified on the basis of an “imminent threat” from Iran is now unfolding into a strategic effort that could permanently alter how oil flows from the Gulf to the rest of the world.
At the heart of this transformation lies the Strait of Hormuz, the narrow maritime corridor through which nearly one-fifth of the world’s oil supply passes every day. For decades, this chokepoint has served as both a lifeline and a vulnerability for global energy markets. Any disruption here—whether through war, sanctions, or sabotage—immediately reverberates across continents, sending oil prices soaring and economies into instability. The current conflict has demonstrated just how fragile this artery truly is. Tanker attacks, rising insurance premiums, and rerouted shipping lanes have exposed the risks of relying on a single, narrow passage for such a massive share of global oil.
It is within this context that a striking and controversial vision has emerged. Israeli leadership, through a series of statements and strategic hints, has pointed toward the possibility of bypassing the Strait of Hormuz altogether. The idea is deceptively simple yet geopolitically profound: construct a pipeline that would transport oil from Gulf producers across the Arabian Peninsula and into Israel, where it could then be shipped via Mediterranean ports to Europe and beyond. Such a route would eliminate dependence on Hormuz, neutralize Iran’s ability to disrupt global energy flows, and reposition Israel as a central hub in the international oil trade.
While versions of this idea have existed in policy circles for years—most notably through discussions around the Eilat-Ashkelon pipeline—the present war appears to have injected new urgency into its consideration. What was once a theoretical infrastructure project is now being framed as a strategic necessity. The logic is clear: if Hormuz can be disrupted, then it must be bypassed. And if it is bypassed through Israeli territory, then Israel gains unprecedented leverage over the energy lifelines of both Europe and parts of Asia.
This raises a deeply uncomfortable question: was the war itself, at least in part, shaped by this long-term vision? The official justification centered on the notion of an imminent Iranian threat—particularly the fear that Iran might soon develop nuclear weapons and long-range missile capabilities capable of striking Europe or even the United States. Yet, as the conflict has progressed, cracks have begun to appear in this narrative. Statements from U.S. intelligence officials in congressional hearings have indicated that Iran neither possessed the immediate capability to strike the United States nor demonstrated an intent to do so in the near term.
Instead, the threat appears to have been framed in hypothetical terms—what Iran could become, rather than what it currently is. The argument shifted from “imminent danger” to “imagined future risk.” This distinction is not merely semantic; it raises serious questions about the legitimacy of the war itself. If the threat was not immediate, then the rationale for initiating such a large-scale conflict becomes far more questionable.
Against this backdrop, recent military actions take on a different meaning. Strikes on Iranian energy infrastructure, including major gas fields and oil facilities, appear less like isolated tactical operations and more like components of a broader strategic script. By provoking Iranian retaliation—particularly against regional oil installations and shipping routes—the conflict has effectively demonstrated the vulnerability of the Strait of Hormuz. In doing so, it has strengthened the case for alternative routes, including the proposed pipeline through Israel.
Iran, for its part, has responded in a manner that underscores its own strategic leverage. By targeting shipping lanes and signaling its ability to disrupt Hormuz, Tehran has shown that it can impose a global cost for any sustained aggression against it. The result is a paradox: every escalation that threatens global oil supply simultaneously reinforces the argument for bypassing the very chokepoint Iran influences.
Yet the conflict is not confined to economic and strategic calculations alone. It carries within it the risk of a far more dangerous escalation—one rooted in religion and symbolism. Reports of missile debris landing dangerously close to Jerusalem’s most sacred sites, including the Western Wall and the Dome of the Rock, serve as a stark reminder of how quickly this war could transcend geopolitics and ignite a broader global crisis. Had these sites been directly struck, the consequences would have been catastrophic, drawing in millions of believers and transforming a regional war into a wider religious confrontation.
Meanwhile, a subtle but significant divergence appears to be emerging between the United States and Israel. Washington has signaled, through public statements, that it believes major military objectives have already been achieved. Claims that Iran’s military capabilities have been severely degraded suggest a desire to declare victory and potentially de-escalate. Israel, however, has articulated a far more open-ended vision of the conflict. Its leadership continues to emphasize that multiple objectives remain unfulfilled, and that the endgame is still distant.
This divergence is critical. While the United States bears the overwhelming financial and reputational burden of the war—spending billions of dollars, straining alliances, and facing global criticism—Israel stands to gain the most if its long-term strategic goals are realized. The transformation of Israel into a central energy transit hub would not only enhance its economic position but also grant it leverage over countries dependent on Middle Eastern oil.
For the United States, the costs are mounting. Beyond the direct military expenditures, estimated at nearly a billion dollars per day, there is the erosion of credibility. Allies question Washington’s consistency, adversaries exploit its vulnerabilities, and neutral states grow increasingly wary of its intentions. The perception of having entered a war based on speculative threats rather than concrete evidence further undermines its standing.
In contrast, Israel’s potential gains are structural and enduring. Control over a major alternative energy corridor would place it at the center of global oil logistics, allowing it to influence supply, pricing, and strategic alignment. Such a shift would echo historical precedents, where control over key transit routes—whether the Suez Canal or the Strait of Malacca—translated into geopolitical dominance.
As the war continues, the world stands at a crossroads. If the Strait of Hormuz remains unstable and the pipeline vision gains momentum, we may be witnessing the beginning of a new global energy order. One in which traditional chokepoints are bypassed, new corridors are established, and power is redistributed accordingly.
The question is no longer who is winning on the battlefield. It is who will control the pathways through which the world’s lifeblood—its energy—flows. In that contest, the most decisive victories may not be measured in territory captured or enemies defeated, but in pipelines laid and routes redefined.

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The Iran War Paradox: Israel Gains, America Bleeds

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Paris (Imran Y. CHOUDHRY) :- Former Press Secretary to the President, Former Press Minister to the Embassy of Pakistan to France, Former MD, SRBC Mr. Qamar Bashir analysis : As the conflict enters its third week—approaching the twentieth day—an urgent and uncomfortable question is beginning to surface across policy circles, media debates, and public discourse: Who is the real beneficiary of this war? Beyond the fog of propaganda, beyond the daily casualty figures and battlefield claims, a clearer geopolitical picture is emerging—one that challenges conventional narratives and exposes a deeply asymmetric outcome.
At first glance, the war appears to be a brutal contest between the United States and Iran, with Israel positioned as a frontline ally. Yet, when the layers are peeled back, a different reality unfolds. Israel, despite limited direct losses, appears to be achieving long-standing strategic objectives. The United States, on the other hand, is bearing the overwhelming burden—militarily, economically, and diplomatically—while Iran, though heavily damaged, occupies a complex middle ground as both victim and resilient actor.
Iran has undoubtedly suffered immense losses. Its military infrastructure has been degraded, key leadership figures targeted, and economic systems disrupted. Strategic assets—ranging from oil facilities to logistical networks—have been hit repeatedly. Civilian hardship is mounting, and the country’s economic backbone is under unprecedented strain. In terms of physical destruction, human casualties, and systemic disruption, Iran stands as one of the primary victims of the conflict.
Yet, paradoxically, Iran has also demonstrated a degree of endurance that complicates the narrative of defeat. Its ability to disrupt shipping lanes, influence regional proxies, and impose costs on its adversaries has elevated its image as a power capable of asymmetric resistance. While materially weakened, Iran has not collapsed—nor has it surrendered strategic leverage.
In contrast, the United States finds itself in an increasingly precarious position. The financial cost alone is staggering, with estimates suggesting expenditures approaching $1 billion per day when accounting for military deployments, logistics, and operational support. Thousands of American personnel have been deployed across vast distances, stretching supply lines and complicating sustainment efforts. Casualties—both fatalities and injuries—are mounting, further intensifying domestic scrutiny.
More critically, the United States is experiencing a profound erosion of its global image. Long regarded as a stabilizing force and architect of a rules-based international order, Washington now faces accusations of unilateralism and overreach. The perception that it is enforcing its will through military dominance rather than diplomacy is damaging its credibility, particularly among allies and neutral states.
This reputational decline is most visible in the Middle East itself. U.S. bases across the region have come under sustained pressure, with several reportedly damaged or rendered less operational. Gulf states—once reliable partners—are increasingly questioning the value of hosting American military infrastructure. Rather than ensuring security, these bases have become potential targets, exposing host nations to heightened risks.
The economic repercussions are equally severe. The disruption of the Strait of Hormuz—through which approximately 20% of global oil supply flows—has triggered a sharp spike in energy prices, with increases of up to 40% in some markets. Oil prices exceeding $100 per barrel have strained global economies, particularly those heavily dependent on imports. Supply chains have been disrupted, inflationary pressures intensified, and growth trajectories derailed.
For many countries, the consequences are existential. Energy shortages are forcing governments to ration fuel, shut down industries, and curtail public services. Universities are closing, businesses are scaling back operations, and entire sectors are slowing to a crawl. The global economy—already fragile—is now facing a contraction driven by the very lifeblood of modern industry: energy.
The Gulf states themselves are among the hardest hit. Nations such as Saudi Arabia, the United Arab Emirates, Qatar, Kuwait, and Bahrain are grappling with a multifaceted crisis. Oil production facilities and refineries have been damaged or shut down. Airports and critical infrastructure have come under attack. Expatriate populations—the backbone of their economies—are fleeing in large numbers, creating labor shortages and economic instability.
Air traffic, once heavily routed through hubs like Dubai and Doha, is being diverted elsewhere, further eroding revenue streams. Tourism has collapsed, trade has slowed, and investor confidence has weakened. These economies, built on connectivity and stability, are now facing unprecedented disruption.
And yet, amid this widespread devastation, Israel appears remarkably insulated. Its casualty figures remain comparatively low, and its infrastructure has sustained minimal damage relative to the scale of destruction elsewhere. More importantly, Israel is advancing its strategic objectives with striking effectiveness.
For years, Israel has sought to weaken regional adversaries, particularly Iran and its network of allies. This conflict has provided the conditions to do precisely that. Iranian capabilities are being systematically degraded. Regional actors are destabilized. The geopolitical focus has shifted away from Israel’s own actions, allowing it greater operational freedom.
In Gaza, military operations continue with reduced international scrutiny. In the West Bank, territorial encroachments are accelerating. In southern Lebanon, intensified strikes are being justified under the pretext of countering militant threats. With global attention diverted to the broader war, Israel is pursuing multiple objectives simultaneously—military, territorial, and political.
Perhaps most significantly, Israel has succeeded in shifting the burden of the conflict onto the United States. Washington is now the face of the war, absorbing the financial costs, diplomatic backlash, and strategic risks. Israel, while deeply involved, operates with a degree of insulation that allows it to reap benefits without bearing proportional costs.
When the hierarchy of impact is assessed, a stark picture emerges. Iran, in terms of physical destruction and economic damage, ranks among the most affected. The United States follows closely, bearing immense financial costs and suffering a decline in global standing. The Gulf states, once pillars of regional stability, are experiencing severe economic and security disruptions. The broader international community is grappling with energy shortages and economic contraction.
At the very bottom of this hierarchy—least affected, yet most strategically advantaged—stands Israel.
This reality demands a fundamental reassessment of strategy, particularly in Washington. The United States must confront a difficult truth: it is investing enormous resources in a conflict that is yielding limited direct benefits while enabling another actor to achieve its long-term objectives.
History offers sobering lessons. From Vietnam to Iraq to Afghanistan, prolonged engagements driven by strategic overconfidence have resulted in costly outcomes and lasting reputational damage. The current trajectory risks repeating those patterns, with potentially even greater global consequences.
The path forward requires clarity, courage, and a willingness to recalibrate. Continuing down the current course in the name of credibility or face-saving would only deepen the quagmire. Instead, a strategic pivot—grounded in national interest rather than inertia—is essential.
De-escalation, diplomatic engagement, and a redefinition of objectives must replace open-ended military commitment. The United States must ask not only how to win the war, but whether the war, as currently structured, is worth winning at all.
As the twentieth day approaches, the answer to the central question becomes increasingly clear. This is not a balanced conflict with shared gains and losses. It is a war in which one actor is quietly consolidating advantage while others bear the visible costs.
Recognizing that reality is the first step toward changing it.

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Iran War Exposes Fault Lines in Trump’s Team

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Paris (Imran Y. CHOUDHRY) :- Former Press Secretary to the President, Former Press Minister to the Embassy of Pakistan to France, Former MD, SRBC Mr. Qamar Bashir analysis : What began as a bold show of military strength is rapidly turning into a complex geopolitical crisis marked by miscalculation, diplomatic isolation, and growing internal dissent within the United States itself. The unfolding war against Iran, launched with expectations of swift dominance, is now exposing deep cracks in strategy, alliance management, and intelligence assessment—leaving Washington increasingly isolated in a conflict it assumed others would help carry.
The latest turning point came when President Donald J. Trump openly expressed frustration after failing to persuade European allies to join a U.S.-led naval coalition to secure the Strait of Hormuz. In a striking shift in tone, Trump—who had spent days urging NATO members to send warships—dismissed their refusal with visible irritation, stating, “We don’t need any help actually.” Yet his remarks revealed more than confidence; they exposed disappointment at what he described as NATO’s “very foolish mistake” in refusing to support a war many European leaders insist they did not start.
This rejection has profound implications. The Strait of Hormuz carries nearly 20% of the world’s oil supply, and its disruption has already sent shockwaves through global markets. While the United States framed its request as a shared responsibility for global energy security, European leaders saw it differently. British Prime Minister Keir Starmer and Germany’s Defense Minister Boris Pistorius made it clear: this was not a NATO mission, nor a war they were willing to join. Their refusal reflects a broader shift—one in which even long-standing allies are no longer willing to automatically align with U.S. military initiatives lacking international consensus.
As external support weakens, internal dissent within the U.S. national security apparatus is beginning to surface. The resignation of Joe Kent, Director of the National Counterterrorism Center, has added a dramatic new dimension to the crisis. In a blunt and unprecedented statement, Kent declared that the war was initiated under pressure from Israel and that Iran posed “no imminent threat” to the United States. His resignation is not merely a personnel change; it signals a fracture within the very institutions responsible for shaping and executing U.S. security policy.
At the same time, developments on the battlefield are intensifying the stakes. The killing of Ali Larijani in an Israeli airstrike near Tehran represents one of the most significant escalations in the conflict. Iranian authorities confirmed that Larijani—along with his son, aides, and bodyguards—was killed in what Israel described as a “precise strike.” Larijani had emerged as a central figure in Iran’s wartime leadership, particularly after the earlier reported killing of Ali Khamenei at the start of the campaign.
The same wave of strikes also reportedly eliminated Gholamreza Soleimani, the head of Iran’s powerful Basij militia. These targeted killings reflect a strategy aimed at decapitating Iran’s leadership structure. However, unlike past conflicts in Iraq or Libya, Iran’s political system is built with layers of succession. Leadership losses, while symbolically significant, have not resulted in systemic collapse. Instead, they appear to be producing a new generation of leadership—more aggressive, more reactive, and less constrained by the caution that often accompanies experience.
This unintended consequence may prove to be one of the most critical strategic miscalculations of the war. By removing seasoned figures capable of measured responses, the conflict risks escalating under leaders driven by urgency, anger, and a desire for retaliation. What was once a controlled confrontation is increasingly becoming volatile and unpredictable.
Meanwhile, the human and economic costs continue to mount. According to Iranian government figures, more than 1,300 people have been killed in U.S. and Israeli strikes, including hundreds of women and children. In Israel, at least 12 people have been killed in Iranian missile attacks. Beyond these numbers lies a broader humanitarian crisis: civilians in multiple countries are bearing the consequences of a conflict they neither initiated nor control.
Economically, the impact is being felt worldwide. Oil prices have surged due to disruptions in Gulf production and shipping routes. Insurance costs for tankers have spiked, and global supply chains are under strain. Even in the United States—despite its status as a major energy producer—fuel prices have risen, placing additional pressure on consumers and businesses. Diesel prices, in particular, are affecting transportation costs, which ripple through the entire economy.
One of the most striking elements of this conflict is the growing perception that the United States entered the war without fully anticipating its broader consequences. President Trump’s own remarks—expressing frustration, surprise at allies’ refusal, and shifting rhetoric—suggest a gap between initial expectations and unfolding reality. The assumption that allies would automatically align, that Iran’s response would be limited, and that control over strategic waterways could be quickly secured has not held true.
Instead, Iran has demonstrated a capacity for asymmetric warfare, leveraging geography, regional influence, and strategic chokepoints to offset conventional military disadvantages. While the United States and Israel dominate in airpower and precision strikes, Iran appears to be shaping the broader trajectory of the conflict—imposing economic costs, influencing global perceptions, and forcing adversaries into a prolonged engagement.
This evolving dynamic has also triggered a shift in global alignment. Countries that once followed Washington’s lead are now acting independently, prioritizing their own economic stability and political calculations. Some are engaging diplomatically with multiple sides, while others are simply stepping back, unwilling to be drawn into an escalating conflict.
For the United States, the implications are significant. A war that lacks broad international support, faces internal dissent, and imposes rising economic costs presents both strategic and political challenges—particularly in a domestic environment where public opinion can shift rapidly.
Ultimately, this conflict is no longer just a military campaign; it is a test of strategic judgment, alliance management, and political resilience. It raises fundamental questions about how wars are initiated, how intelligence is interpreted, and how decisions are made under pressure.
The lesson emerging is stark: military power alone cannot guarantee success when the underlying strategy fails to account for complexity, resistance, and unintended consequences. In this war, the battlefield extends far beyond Iran—it reaches into global markets, international alliances, and the internal cohesion of the United States itself.
And as the conflict continues, one reality is becoming increasingly clear: what was meant to be a demonstration of strength is now evolving into a test of endurance—one whose outcome remains uncertain, but whose costs are already undeniable.

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