war
Iran’s Asymmetric Trap for America
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 involving Iran, Israel, and the United States has evolved into one of the most consequential geopolitical confrontations of the modern era. What began as a calculated military campaign by Israel and the United States against Iranian targets has expanded into a conflict whose consequences are spreading far beyond the battlefield. Energy infrastructure, routes, financial markets, and global political alliances are all now entangled in the crisis.
Far from slowing down, Iran has steadily widened the warfront. Instead of responding only with direct military retaliation against Israel or U.S. bases, Tehran has pursued a broader strategy aimed at increasing the global cost of the conflict. In recent weeks, multiple energy facilities and shipping routes across the Gulf region have been struck, signaling Iran’s determination to ensure that the war’s economic burden is shared by the entire international system.
Several major oil and energy installations across the Gulf have been affected. Tankers traveling near the Strait of Hormuz and surrounding Gulf waters have been hit or damaged, sending shockwaves through global energy markets. Energy depots and refinery infrastructure in regional states have also been targeted, including facilities near Oman’s coastal industrial zones and oil storage depots linked to export terminals in the wider Gulf region. Reports from maritime security monitoring agencies suggest that several commercial tankers have been damaged or set ablaze since the escalation began, forcing shipping companies to reconsider routes and increase insurance premiums dramatically.
The strategic significance of these attacks is enormous. The Strait of Hormuz remains the world’s most critical energy chokepoint. Approximately 20 percent of global oil consumption—around 20 million barrels per day—passes through this narrow waterway. Even limited disruptions can send energy markets into turmoil. Already, insurance premiums for tankers operating in Gulf waters have surged, and several major shipping companies have begun rerouting vessels to avoid high-risk areas.
Iran’s strategy appears to be based on a simple but powerful calculation: if the country cannot defeat the United States and Israel in conventional warfare, it can still make the war so economically costly that continuing it becomes politically unsustainable. By targeting energy infrastructure and maritime traffic, Iran is effectively expanding the battlefield from the Middle East to the global economy.
The financial consequences are already significant. Since the escalation began, global stock markets have experienced sharp volatility. Analysts estimate that more than one trillion dollars in market value has been wiped out across major global exchanges, reflecting investor fears of a prolonged conflict that could destabilize energy supplies and disrupt trade routes. Rising oil prices have already begun feeding inflation pressures across many economies.
The economic impact extends far beyond financial markets. Higher oil prices translate directly into increased transportation costs, higher food prices, and inflation across developing economies. Countries such as Pakistan, Bangladesh, and Indonesia—whose economies depend heavily on imported fuel—are particularly vulnerable. Even European economies, still recovering from earlier energy shocks, face renewed financial strain if energy markets remain unstable.
What makes this conflict particularly striking is the contrast in military resources between the opposing sides. The United States alone spends more on defense than any country in history. Its annual military budget now exceeds $850 billion, larger than the combined defense spending of the next several countries. When the military budgets of NATO allies and Israel are included, the Western alliance commands a defense expenditure approaching $1 trillion annually.
Israel itself spends roughly $24–25 billion each year on defense, maintaining one of the most technologically advanced militaries in the Middle East. Its arsenal includes advanced fighter jets, missile defense systems such as Iron Dome and Arrow, and a sophisticated intelligence network.
In comparison, Iran’s military budget is dramatically smaller. Estimates place Iran’s annual defense spending between $20 billion and $30 billion, a fraction of what the United States spends alone. Yet despite this enormous disparity, Iran has managed to create a formidable deterrence capability by focusing on asymmetric warfare.
Over the past four decades, Iran has invested heavily in missile technology, drone development, cyber warfare, naval mines, and fast attack boats designed specifically for Gulf waters. Rather than attempting to build aircraft carriers or large conventional fleets, Iran developed tools that exploit geography and economic vulnerabilities.
This approach has proven particularly effective in the narrow waterways of the Gulf. Iran’s arsenal includes thousands of ballistic and cruise missiles, as well as large numbers of armed drones capable of striking targets across the region. Combined with naval tactics involving swarms of fast boats and remotely controlled vessels, these capabilities make it extremely difficult to secure commercial shipping routes during wartime.
Military experts have long warned that escorting every tanker through the Strait of Hormuz would be an almost impossible task. Thousands of vessels pass through the corridor annually. Protecting them from drones, missiles, and naval mines across hundreds of miles of sea lanes would require enormous naval resources even for the United States Navy.
Another striking development in the conflict has been the political messaging emerging from Washington. During a speech delivered at a midterm election rally, the President of the United States declared that the United States had already won the war. According to the speech, Iranian military assets—including radar systems, aircraft, ships, and missile infrastructure—had been destroyed, and the conflict had effectively been decided.
However, events on the ground appear to contradict that narrative. Iranian missile and drone strikes continue across the region, and attacks on energy infrastructure and shipping routes have not subsided. Instead of ending, the conflict appears to be expanding.
For many observers, the declaration of victory may represent an attempt to create a political exit from a war whose strategic objectives have become increasingly unclear. Wars often begin with precise goals, but as they evolve, controlling the escalation becomes more difficult.
In this case, the timeline of the war may no longer be determined solely by Washington or Tel Aviv. Iran’s strategy appears aimed at prolonging the conflict until economic pressure and political realities force its adversaries to reconsider their position.
At the diplomatic level, Iranian leaders have outlined several conditions they consider necessary for peace. These include recognition of Iran’s right to pursue peaceful nuclear research, the withdrawal of certain foreign military forces from the region, and compensation for damages caused during the conflict. Whether these demands will form the basis of negotiations remains uncertain.
The broader lesson emerging from this confrontation is profound. Military superiority alone does not guarantee strategic control. Economic leverage, asymmetric warfare, geographic advantages, and political endurance can fundamentally reshape the dynamics of modern conflict.
The war that began with the expectation of overwhelming military dominance is now evolving into a contest of endurance and economic pressure. Global markets, energy supplies, and political alliances are all being tested.
If the current trajectory continues, the decisive question may no longer be whether the United States can win the war militarily, but whether it can find a way to end it without triggering even greater global instability.
And in a remarkable reversal of expectations, the timing and terms of peace may ultimately be shaped not by the world’s most powerful military alliance—but by the resilience and strategic calculations of the nation it set out to defeat.
war
Denmark says Russian warship fired flares at military helicopter
Denmark has accused a Russian warship of firing two emergency flares at one of its helicopters while it was tracking the vessel in the Baltic Sea.
The Danish government has summoned the Russian ambassador over the incident, which it said happened during a “routine” monitoring operation on Monday.
Prime Minister Mette Frederiksen branded the Russian action “reckless” and said it was designed to “intimidate and divide”.
Russia said it would “thoroughly investigate” the incident but accused Danish helicopters of making “dangerous manoeuvres” near Russian warships.
It came on the same day that Nato forces shot down a drone over Lithuania in the latest security scare on the alliance’s eastern flank, where tensions remain high amid Russia’s full-scale invasion of Ukraine.
In a statement detailing the incident in the Baltic Sea, the Danish armed forces said: “One of the air force’s Fennec helicopters was today fired at with flares during a routine photographic operation of a Russian frigate, which was located in international waters off Gedser.”
Of the two flares fired at the helicopter, one passed close to it, the statement added.
The Danish foreign ministry described the incident as “completely unacceptable”.
Danish Foreign Minister Lars Lokke Rasmussen accused Russia of “gradually shifting the boundary for what they consider acceptable behaviour”, adding: “That is something we cannot accept.”
In a statement, Russian ambassador Vladimir Barbin said Moscow would “thoroughly investigate all the circumstances of the incident” but accused the Danish helicopter of carrying out “provocative actions”.
Barbin said this was “not the first time that Danish Air Force helicopters have carried out dangerous manoeuvres near Russian warships”.
He said he had complained about a similar incident last year, adding that the latest event showed that “communication problems lie not with the Russian Navy’s vessels, but with the Danish side”.
Russia’s behaviour was “reckless and dangerous,” the President of the European Commission Ursula von der Leyen said in a post on social media.
This incident – together with the drone over Lithuania – was “part of a broader pattern of Russian aggression and provocation against Europe”, she added.
Danish Defence Minister Jeppe Bruus told Reuters no attempt to make contact with helicopters had been made by the frigate’s crew.

Overnight, Nato fighter pilots shot down a drone that entered Lithuania’s airspace.
Authorities said the drone likely entered southern Lithuania, near the second-largest city of Kaunas, from neighbouring Belarus shortly after midnight on Tuesday.
The origins of the drone have yet to be determined, the Lithuanian national crisis management centre said, but the country’s president pointed to increased Russian aggression in recent months.
President Gitanas Nausėda wrote on X: “With Russia intensifying its aggression against Ukraine, such readiness is vital for our region. Together with our Nato Allies, Lithuania will defend its airspace.”
Lithuania shares a large part of its southern and eastern border with Belarus, a key Russian ally.
Poland also announced there had been “aviation operations” in its airspace on Monday night “due to the activity of Russian Federation’s jet-powered unmanned aerial vehicles conducting strikes on Ukrainian territory”.
It said the overnight operations were of a “preventive nature” and aimed at “securing airspace and its protection, especially in areas adjacent to threatened regions”.
Nato jets have been scrambled several times to shoot down stray Ukrainian drones that have crossed into Baltic countries Estonia and Latvia this year.
Taken From BBC News
war
Iran Checkmates the Hormuz Bypass
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 with Iran is no longer merely a contest of missiles, aircraft and naval power. It has become a struggle over the arteries through which the world’s energy flows. For months, the United States, Israel and regional producers have searched for ways to reduce dependence on the Strait of Hormuz. Israel has proposed pipelines carrying Gulf energy westward to its Mediterranean ports, while other projects envisage moving Iraqi and regional oil toward the Mediterranean. But events of recent days demonstrate a fundamental weakness in this strategy: bypassing one vulnerable chokepoint does not abolish geography. It merely transfers the vulnerability somewhere else.
Israeli Prime Minister Benjamin Netanyahu made his vision explicit in March. He proposed oil and gas pipelines running westward across the Arabian Peninsula to Israeli Mediterranean ports, arguing that such infrastructure could eliminate dependence on maritime chokepoints.
The broader search for alternative corridors has also involved proposals linking Iraqi energy resources with Syria’s Mediterranean coast. These projects potentially create enormous commercial opportunities for transit countries, ports, construction companies and international energy corporations. The contest, therefore, is not simply over oil. It is increasingly over who will build, operate and influence the infrastructure carrying that oil.
Saudi Arabia already possessed the most important working example of the bypass strategy. Its 1,200-kilometre East-West Pipeline, or Petroline, carries crude from the kingdom’s eastern producing regions across the Arabian Peninsula to Yanbu on the Red Sea. As Hormuz became increasingly dangerous, this pipeline became enormously important. Roughly four million barrels per day were moving through the system, allowing Saudi Arabia to export without sending those barrels through Hormuz.
Then came the drones. Saudi authorities say several drones launched from Iraqi territory attacked the East-West Pipeline system in the Riyadh and Madinah regions. The attacks caused injuries and damage and forced authorities to shut the pipeline as a precaution while technical teams assessed its safety. The entire 1,200-kilometre pipeline did not need to be physically destroyed. A sophisticated energy artery depends upon pumping stations, controls and associated infrastructure. Damage at strategically important points can interrupt the entire flow.
The economic consequences could be enormous. Saudi Arabia reportedly has enough exportable crude stored at Yanbu to maintain current flows for only about five to seven days if Petroline remains closed. After that, as much as four percent of global oil supply could be jeopardised.
Repair estimates remain uncertain, ranging from days to weeks. The important strategic lesson is therefore not whether Petroline can eventually be repaired. Of course it can. The lesson is that the principal functioning escape route from Hormuz has itself demonstrated its vulnerability.
This is where Iran’s strategic depth becomes important. Tehran does not require conventional naval supremacy over every kilometre of Hormuz to exercise extraordinary leverage there. Commercial shipping operates according to risk. One successful missile or drone attack can force shipowners, insurers and cargo operators to reconsider whether a voyage remains commercially acceptable.
The same logic increasingly applies at the other end of the Arabian Peninsula. Yemen’s Iran-aligned Houthis have advanced along the Red Sea coast and reached Perim Island, situated inside Bab el-Mandeb—the narrow gateway connecting the Red Sea with the Gulf of Aden. Saudi Arabia’s Petroline may bypass Hormuz by terminating at Yanbu, but tankers sailing from the Red Sea toward Asian markets still confront the geography surrounding Bab el-Mandeb. The alternative route therefore possesses a chokepoint of its own.
This is what I describe as Iran’s strategic checkmate of the Hormuz-bypass concept. I do not use “checkmate” to mean that Iran possesses uncontested sovereignty over two international waterways or has defeated American military power. My argument is economic and strategic. Iran and forces aligned with it possess sufficient capabilities across different theatres to make alternative energy routes vulnerable. In commercial transportation, the ability credibly to threaten passage can sometimes be almost as consequential as physically occupying it.
The deeper story concerns money and power. Every new pipeline creates winners. Construction companies receive contracts. Energy corporations acquire projects. Transit countries collect revenues. Ports gain business. Investors obtain returns. Countries hosting terminals acquire additional strategic importance. Israel’s proposed Mediterranean corridor could enhance its position as an energy bridge. American companies participating in Middle Eastern energy and infrastructure projects can obtain major commercial opportunities. Regional governments, meanwhile, seek diversified routes that reduce their dependence on waterways vulnerable to war.
Yet the cruel paradox is that Middle Eastern oil-producing countries risk carrying a disproportionate share of the immediate damage. Their pipelines become targets. Their export terminals require protection. Their production revenues become vulnerable to interruption. Their cities face missile and drone threats, while insurance and transportation costs rise. Saudi Arabia’s present predicament illustrates the danger: an infrastructure system designed to provide strategic security from Hormuz has itself become exposed to the expanding battlefield.
The widening conflict around Bab el-Mandeb demonstrates another limitation of purely military calculations. A superpower can deploy aircraft carriers, destroyers, missile defences and tens of thousands of personnel, yet commercial shipping requires something more difficult to guarantee: confidence. A shipping company contemplating a billion-dollar vessel and valuable cargo does not ask merely which navy is stronger. It asks whether the ship can complete its voyage safely, whether insurance remains available and whether the potential profit justifies the possibility of catastrophic loss.
That is why geography continues to defeat attempts to declare Hormuz irrelevant. A pipeline across Saudi Arabia substitutes pumping stations and hundreds of kilometres of exposed infrastructure for the strait. A Syrian corridor would traverse another politically sensitive landscape. An Israeli Mediterranean corridor would require enormous investment, security and regional cooperation. And Red Sea exports must still confront the security environment surrounding Bab el-Mandeb. There is no magic line on a map capable of removing geopolitical risk.
The Iran war has consequently evolved into something much larger than the conflict with which it began. It is simultaneously a military confrontation, an energy war and a contest over the future architecture of global petroleum transportation. The question is no longer simply who produces Middle Eastern oil. Increasingly, it is who builds the pipelines, controls the ports, protects the waterways and possesses leverage between the wellhead and the consumer.
The architects of alternative corridors hoped to diminish Iran’s greatest geographical advantage by diminishing Hormuz itself. Instead, the expanding conflict is demonstrating that energy routes cannot simply escape geography. Close one chokepoint and another becomes indispensable. Build a pipeline and the pumping stations become strategic assets. Shift exports toward the Red Sea and Bab el-Mandeb assumes greater importance.
That is the strategic irony of this war. The attempt to make Hormuz irrelevant may instead have demonstrated just how difficult it is to make Iran’s geography irrelevant. The map of the Middle East has not changed. What has changed is the number of places on that map where the world’s energy lifelines can now be threatened.
war
After Military Failure, Trump’s Economic War on Iran
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 geopolitical landscape has witnessed few spectacles as paradoxical as the recent confrontation between the coalition of the United States and Israel against the Islamic Republic of Iran. What was predicted by Western military analysts and policymakers to be a swift, decisive campaign—a “shock and awe” reminiscent of the opening salvos of the 2003 Iraq War—has instead morphed into a historical anomaly.
It is a conflict defined not by the victor’s triumph, but by the hubris of the aggressor being dashed upon the rocks of asymmetric resilience. The United States, the sole superpower possessing a military budget exceeding 1.5 Trillion annually—larger than the next 20 countries combined—has been forced into a humiliating strategic retreat.
After failing to achieve a single operational objective, the rhetoric has shifted from “military obliteration” to “economic annihilation.” This pivot from Tomahawks to Treasury sanctions is not a sign of strength; it is the death rattle of a failing hegemonic strategy, a threat as hollow as the bombs that failed to subdue Tehran.
In the lead-up to the conflict, the rhetoric emanating from Washington and Tel Aviv was characterized by a certainty that bordered on the biblical. Officials promised the “degradation of Iran’s military infrastructure to the Stone Age,” invoking imagery of an assault more severe and more comprehensive than the firebombing of Dresden or the atomic strikes on Hiroshima and Nagasaki.
After having failed to achieve even a single declared objective of waging war against Iran, the United States found itself in a position unique in its modern history: it had not lost a war tactically, but it had failed to win strategically. Iranian uranium enrichment, far from being halted, reportedly accelerated in response to the strikes, with the International Atomic Energy Agency (IAEA) confirming that stockpiles of 60% enriched uranium had risen by over 15% during the conflict window. The “daunting military machine” was halted not by Iranian nuclear parity, but by the cost of persistence.
This military failure has profound implications. For three decades, the United States has relied on the specter of its military supremacy to police the global order. The failure to bend Iran—a nation whose military budget is approximately $24.6 billion, a mere fraction of America’s—breaks the spell of invincibility.
It demonstrates that a nation-state can withstand the full kinetic might of the U.S. military if it possesses dispersed infrastructure, a decentralized command structure, and a popular willingness to absorb punishment.
Iran’s successful enforcement of maritime control over the Strait of Hormuz serves as a case study in asymmetric deterrence. Despite the presence of the U.S. Navy’s Fifth Fleet, which includes aircraft carriers and nuclear submarines, Iran’s swarm tactics of fast-attack craft and shore-based anti-ship ballistic missiles effectively checked U.S. freedom of navigation. The sight of Chinese oil tankers transiting the Strait under Iranian escort, unchallenged by the U.S. blockade, was a symbolic dagger in the heart of American naval supremacy.
Having failed on the kinetic battlefield, the United States has pivoted to the economic battlefield. The new executive order announced by the President promises “excruciating economic pain never seen before in the history of humankind.” This is a bold claim.
It is, however, a rhetorical escalation of a campaign that has been running since 1979. Iran has lived under some form of U.S. sanction for over four decades. The “Maximum Pressure” campaign initiated by the first Trump administration in 2018 aimed to drive Iranian oil exports to zero. While it succeeded in plunging exports to around 400,000 barrels per day (bpd) at its peak, it did not collapse the government.
Today, Iran has not only recovered but has adapted. Current estimates place Iranian oil exports at over 1.6 million bpd, with the vast majority flowing to China. The threat now is to extend “secondary sanctions” to any nation buying Iranian oil. However, the efficacy of this threat is undermined by the very structure of the global economy that the United States helped create: the petrodollar system.
The U.S. Treasury’s ability to sanction hinges on the centrality of the Dollar and the SWIFT messaging system. Yet, the infrastructure of evasion is now mature. Iran has spent 30 years perfecting the “black market” of oil. The system described by intelligence analysts—where proceeds never touch a direct Iranian account but are routed through third-party shell companies in Asia, often utilizing Chinese Yuan—has rendered the U.S. financial radar partially blind.
Furthermore, Iran’s strategic integration into the BRICS bloc (Brazil, Russia, India, China, South Africa, and new members like the UAE and Egypt) provides a lifeline. The BRICS New Development Bank and the Contingent Reserve Arrangement are actively working on a unified payment system—the “BRICS Pay”—designed to bypass SWIFT.
China’s Cross-Border Interbank Payment System (CIPS) has seen a 30% year-on-year increase in daily processing volume. When Iran sells oil to China and receives payment in Yuan via CIPS, the transaction bypasses the New York banking system entirely. The “weaponization” of the dollar has simply accelerated the global de-dollarization trend; central banks worldwide currently hold 58% of their reserves in USD, down from 71% two decades ago.
The domestic economic situation in the United States further undermines the credibility of this new sanctions regime. The President’s assertion of a “flourishing economy” rings hollow against the data. The U.S. national debt has surpassed $40 trillion—a staggering figure that is five times the federal government’s annual receipts of approximately $8 trillion.
The Congressional Budget Office (CBO) projects that interest payments on this debt will soon consume 20% of all federal spending, rivaling the defense budget. This fiscal fragility manifests in tangible economic pain: recent data revealed a loss of 27,000 jobs in a single month, and inflation, while moderating, remains above the Federal Reserve’s 2% target, exacerbated by supply chain disruptions caused by the war.
The collapse of Walmart’s stock—an 8% single-day drop that erased nearly $45 billion in market capitalization—is a bellwether. Walmart represents the American consumer base; its decline signals a shift from spending to saving, a precursor to recession. A nation drowning in debt and teetering on a consumer downturn lacks the economic oxygen to sustain a protracted global trade war against nations trading with Iran.
Finally, the geopolitical map renders this new sanction regime diplomatically unsustainable. The nations refusing to align with U.S. economic dictates represent over half of the world’s population.
China and India continue to buy Russian and Iranian energy because it is economically rational. Brazil, led by a leftist government, has no interest in enforcing American secondary sanctions against its own agricultural or industrial sectors.
The global South, observing the humanitarian catastrophe in Gaza and the reckless military gambit in Iran, views the U.S. not as a moral leader but as a destabilizing force. The threat to sanction any nation trading with Iran is an ultimatum the world is no longer willing to accept.
The era of the “American Century” ended not with a bang in the deserts of Iran, but with the realization that economic coercive power, like military power, is finite. The United States has failed to win the war; it is equally likely to fail in winning the peace. The pivot to “economic excruciation” is not a strategy for victory, but a coping mechanism for a superpower struggling to accept the limits of its own waning influence.
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