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Iran’s War and the End of American Invincibility

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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 : History sometimes reaches a point where confidence collapses faster than armies do. The ongoing war involving the United States, Israel, and Iran appears to be one of those moments. What was expected in Washington and Tel Aviv to be a short, punishing campaign has instead become a prolonged regional confrontation with mounting military losses, deepening economic consequences, and a growing challenge to the long-assumed aura of invincibility surrounding both Israel and the United States.
What makes the present war historically important is not merely that it interrupted diplomacy again, but that it exposed how wrong the original assumptions were. If one follows the public statements of American officials from the start of this war, the message was unmistakable: Iran would be broken quickly, its strategic capabilities would be shattered, its people might rise, and the regime would either capitulate or collapse. Instead, the opposite has happened. Iran has not folded. It has absorbed punishment, retaliated across the region, and shown that even under intense assault it can still impose military and economic costs on its adversaries. That alone has altered the psychological landscape of the war.
The human toll illustrates the scale of the confrontation. Country-by-country tally as of March 11, at least 1,270 people have been killed in Iran, while Iranian officials have in some statements put the civilian toll even higher. In Israel, 12 people had been reported killed. For the United States, seven service members killed and around 150 wounded, with several of the wounded suffering serious injuries. Additional deaths across the Gulf and neighboring states drawn into the conflict, including the UAE, Saudi Arabia, Bahrain, Kuwait, Oman, Lebanon, Iraq, and Syria, underscoring how far this war has spread beyond its original battlefield.
These casualties are strategically significant because they undermine the image of a clean, one-sided campaign. American bases have been hit. Troops have been killed. Installations have been damaged. Israeli civilian life has been repeatedly disrupted by missile and drone alerts. Iran, of course, has suffered by far the heaviest losses in lives and infrastructure, but the core point remains: the war has not stayed cost-free for those who initiated it. The United States, despite possessing the world’s most advanced military machine, has not been able to shield all of its personnel or quickly neutralize Iran’s retaliatory capacity. That matters politically as much as militarily.
The financial cost is also becoming harder to ignore. The Trump administration told Congress the first two days of the war consumed about $5.6 billion in munitions alone. Another report said the administration estimated the first six days had already cost the United States more than $11 billion. These are enormous sums for less than a week of war, and they do not capture the full future bill if the conflict drags on.
Israel is also paying a steep price. Israel’s Finance Ministry estimated damage to the Israeli economy could exceed 9 billion shekels a week, or about $2.93 billion weekly, under war conditions. That figure reflects not just the direct expense of operations, but disruption to business, reserve mobilization, emergency response, and the continuing burden of missile defense. In other words, even before counting long-term reconstruction or strategic loss, the war is costing Israel billions every week.
Iran’s cost is harder to quantify precisely in credible public reporting, but it is clearly immense. The country has suffered extensive strikes on military, energy, industrial, and civilian-linked infrastructure, alongside the highest death toll of any party to the conflict. So while the United States and Israel are paying in cash, mobilization, and casualties, Iran is paying in blood, damaged infrastructure, and wider economic disruption. That asymmetry is real. But Tehran’s apparent response has been to widen the cost field so that others pay too.
That is where the Strait of Hormuz becomes central. About one-fifth of the world’s oil and gas supply normally passes through this chokepoint and that tanker traffic effectively collapsed after the war began. Iran declared the strait closed and threatened ships trying to pass, while war-risk insurance surged and hundreds of vessels were left backed up in and around the Gulf. Reuters also reported damaged tankers, cancelled war-risk cover, and a near paralysis of the route.
Iran may not be able to match the United States in airpower, but it can make the world pay for a war imposed on it. By choking the route, raising the risk premium, and forcing shipping and energy markets into crisis, Iran can externalize part of the war’s cost. Instead of bearing the burden alone, it can push that burden onto energy importers, insurers, freight operators, and ultimately consumers around the world.
That is why the warning from the global shipping sector matters. The head of Maersk warned that the extra cost created by the conflict would be passed through the chain to customers and then to consumers. Shipping rates are rising, freight detours are growing, insurance costs are soaring, and businesses worldwide are already feeling the squeeze from the war’s disruption of Gulf trade. The war is rattling businesses globally, squeezing supplies and raising doubts about critical trade routes.
So the war’s cost is now operating on three levels at once. First, there is the direct military bill: billions for Washington, billions per week for Israel, and severe destruction for Iran. Second, there is the human bill: thousands dead or wounded across Iran, Israel, the United States, and the wider region. Third, there is the global consumer bill: higher oil prices, more expensive shipping, higher insurance, and rising inflation that ordinary people far from the battlefield will end up paying.
If one carefully examines the public statements issued by the United States leadership—from the early declarations of the administration to the confident pronouncements made at the outset of the campaign—it becomes evident that Washington believed the war would be short and decisive.
Senior officials repeatedly suggested that Iran’s military capabilities would be dismantled within days and that overwhelming American power would quickly force Tehran into submission. That assumption has proven profoundly mistaken.
Despite possessing the world’s most powerful military machinery, the United States now finds itself engaged in a conflict that has not unfolded according to its expectations. American bases have come under attack, soldiers have been killed, many others wounded, and several installations across the region have been damaged. The broader political objective of encouraging an uprising inside Iran has also failed to materialize; instead of internal collapse, the conflict appears to have strengthened national unity within the country. In this sense, the war has produced an outcome that few strategists anticipated.
Just as the brief but intense confrontation of June 2025 raised questions about Israel’s long-assumed aura of invincibility, the ongoing conflict of 2026 has begun to cast similar doubts about the ability of the United States to impose swift military outcomes against determined adversaries. The lesson emerging from this war is stark: even the most formidable military power may find that modern conflicts are far more complex, costly, and resistant to quick resolution than early confidence suggests.

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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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