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U.S. forces destroy three Iranian oil tankers

U.S. Central Command forces struck and disabled three Iranian oil tankers on September 5, hours after Iran’s Islamic Revolutionary Guard Corps fired ballistic missiles at two U.S. Navy warships patrolling the region, according to a CENTCOM statement. Both American vessels, an aircraft carrier and a guided-missile destroyer, evaded the Iranian missiles, and no U.S. personnel […]

What Six Years as an Iran Hostage Taught Me About the Regime

Since the start of Operation Epic Fury, I have watched and listened to nearly every piece of news coverage and analysis from U.S. policymakers, pundits, and the media. What continues to puzzle me is how often the Islamic Republic is treated as a rational government operating under conventional norms. The Islamic Republic is a cult, not a predictable government.

We hear constant talk of engaging or “negotiating” with its current leadership, distinguishing between “moderates” and “hardliners,” using intermediaries such as Pakistan, and sending American negotiators to Islamabad to meet with representatives of the Islamic Revolutionary Guard Corps. The problem is that much of this analysis misunderstands the worldview of those who actually wield power in Iran.

I learned something about that worldview during the nearly six years (2018 – 2023) I spent as an American hostage in Iran.

The lesson began almost immediately. At around 2:00 a.m. one morning, after agents of the IRGC Intelligence Organization dragged me from my bed, I was taken to the office of a friend, a place I had visited many times. The agents began ransacking it.

At one point, I asked to use the bathroom. Two armed guards accompanied me. I used a urinal, and they escorted me back to the office. A few minutes later, I overheard one of them telling another agent, with apparent astonishment: “These guys piss in a sink against the wall!” An intelligence officer of the Islamic Revolutionary Guard Corps had apparently never seen a urinal.

It was a small, almost comical moment in what was otherwise a terrifying first night of what turned out to be 1975 nights of torture, fear, and uncertainty. But it stayed with me because it was my first indication that the men holding me inhabited a world very different not only from mine but also from those of the West.

During my imprisonment in Evin, I encountered regime insiders, arrested by the very regime they had helped bring to power and sustain, who gave me further insight into the skewed world they inhabited and the prism through which they viewed the rest of the world.

In Section 2A, the IRGC’s maximum interrogation facility, we sometimes used newspapers as makeshift placemats to eat our meals on the floor. A cellmate of mine, a former IRGC Quds Force member imprisoned on alleged espionage charges, warned me that eating off a newspaper could unintentionally constitute blasphemy. Somewhere in that edition, he explained, the word “Allah” might be printed. By placing food on the paper, I could unknowingly desecrate the name of God.

Another cellmate offered an even more revealing window into this worldview. He was the former head of security at the Central Bank of the Islamic Republic of Iran, a real insider in the regime. Haji, as they all want to be called, explained to me that the universe consisted of seven floors. The seventh and highest floor, he said, was where God placed his prophets, their closest disciples, and those who had lived truly pious lives. Haji was an interesting messenger for this particular theology. He had also served as a corrupt facilitator for a “businessman” who obtained a €500 million unsecured loan from Iran’s Central Bank and then wired nearly all of the money overseas—with Haji’s assistance. Now Haji was my cellmate in Section 2A.

Out of curiosity and partly because I wanted to understand how far Haji’s worldview extended, I asked him, “On which floor would someone like Alexander Fleming end up?” Haji looked at me blankly. “Who is he?” I explained that Fleming discovered penicillin, one of the most consequential medical discoveries in human history, and that his work had saved countless lives around the world—including countless Muslims.

Haji did not hesitate. “He would go to Hell,” he said. “He was not a Muslim.”

His answer gave me vertigo. Here was a man who believed deeply in a moral universe divided into seven levels, with eternal salvation reserved for the properly devout, yet who had himself been a corrupt conduit in a massive financial theft from the people of Iran. And in his moral accounting, a man whose discovery had saved millions was nevertheless condemned to eternal damnation because he belonged to the wrong faith.

These experiences may sound anecdotal, even bizarre. But they matter because ideology is not an abstraction in the Islamic Republic. It shapes how the regime’s insiders understand morality, diplomacy, legitimacy, the West—and even the value of human life. And it is what makes the regime a cult rather than a traditional government.

Now consider the people who have risen—and continue to rise—through this system. One of the most important is Mohsen Rezaee, whose career spans virtually the entire history of the Islamic Republic. Rezaee joined the newly created Islamic Revolutionary Guard Corps after the 1979 revolution. In 1981, at just 27, he was appointed commander-in-chief of the IRGC. When Rezaee finally left command of the IRGC in 1997, he did not leave the regime’s inner circle. He became secretary of the Expediency Discernment Council, a powerful institution that advises the Supreme Leader and arbitrates disputes within the Islamic Republic.

And now Rezaee is back at the very center of power. A few weeks ago, he was appointed secretary of Iran’s Supreme National Security Council and named Supreme Leader Mojtaba Khamenei’s representative on that body. The council sits at the heart of Iranian decision-making on national security, war, and foreign policy.

His appointment matters because Rezaee has never been particularly shy about sharing his views with the world. In 2015, while discussing the possibility of an American military attack on Iran, Rezaee proposed an extraordinary solution to Iran’s economic problems: take at least 1,000 Americans hostage and demand billions of dollars for their release. Years later, in 2021, while running for president, he again spoke openly about taking Americans hostage.

For someone who spent nearly six years as an American hostage of the Islamic Republic, I find such statements especially hard to dismiss as mere rhetoric. They reveal something fundamental and odious about the system. In most governments, suggesting that the kidnapping of anyone could become an instrument of economic or foreign policy might end a political career. In the Islamic Republic, it did not prevent Rezaee from continuing his ascent through the highest levels of the state. Today, the former IRGC commander who publicly entertained the idea of taking Americans hostage sits at the center of Iran’s national-security establishment.

Then there is Hossein Taeb, a hardline cleric and longtime intelligence operative whose career offers another revealing glimpse into how power actually works within the Islamic Republic. Taeb commanded the Basij paramilitary organization during the violent suppression of the 2009 Green Movement, when millions of Iranians took to the streets after the disputed presidential election. He was subsequently promoted to become the first head of the expanded IRGC Intelligence Organization, the most powerful intelligence apparatus operating alongside—and often in competition with—Iran’s Ministry of Intelligence. He remained in that position for nearly thirteen years.

But Taeb’s significance extends beyond the offices he has held. For decades, he has been closely associated with Mojtaba Khamenei. Their relationship dates to the Iran-Iraq War, when both served in the IRGC. Over the years, Taeb became a key figure in the security and intelligence network around Mojtaba, and their names repeatedly appeared together in accounts of the regime’s efforts to suppress internal opposition. Today, that relationship matters more than ever. Mojtaba Khamenei is now Supreme Leader, and Taeb has once again been placed in command of the Basij—the enormous paramilitary organization the Islamic Republic has long relied on to maintain internal control and suppress unrest.

This is not merely history to me. According to one of my interrogators, Taeb (AKA Haj Maysam) was present at two of my most brutal interrogation sessions in April 2018, including my mock execution. I remember him not as a name in an intelligence report or a photograph in a newspaper article, but as a man who stood within the machinery that held me hostage.

Today, both men are once again at the center of that machinery. Rezaee holds one of the Islamic Republic’s most important national-security posts. Taeb has returned to lead the Basij. Mojtaba Khamenei, with whom both men have longstanding ties, now sits at the apex of the system.

These are not rogue actors operating on the margins of the Islamic Republic. Nor are they relics of an earlier revolutionary era that Iran has gradually moved beyond. They are the system, and they are once again being entrusted with its protection.

Yet the clearest lesson I received about that system’s worldview came not from a senior official but from one of the men who interrogated me. Several months after my arrest, after I had endured hundreds of hours of brutal questioning, my lead interrogator had seemingly run out of questions, and I had run out of answers. We were both exhausted by the madness of it all. We sat in silence in the interrogation room. He pulled a phone from his pocket. On the screen was a photograph of Supreme Leader Ayatollah Ali Khamenei. He swiped the image away, tapped the phone, and Koranic verses in Arabic began to play. He sat about a yard from me, across a small metal table that separated us. He was in his mid-thirties. By then, I had learned that he was married and had children.

Several minutes passed. Then I noticed tears sliding down his cheeks. For a moment, I wondered if something had happened to one of his kids. Finally, I asked if he was all right. He looked up at me and said: “I can’t wait to become a martyr.” I had no response and was completely dumbfounded. That moment has stayed with me ever since.

In Washington, it is tempting to dismiss rhetoric about martyrdom, religious purity, and the “Great Satan” as political theater—a vocabulary meant for domestic consumption while supposedly pragmatic men conduct the real business of diplomacy behind closed doors.

My experience taught me otherwise. That does not mean every Iranian official thinks the same way, nor does it mean diplomacy should never be attempted. It does mean that American policymakers should stop assuming that the men who dominate the Islamic Republic weigh costs and benefits, compromise, and survival exactly as Western officials do.

For decades, Washington has repeatedly sought the elusive Islamic Republic’s “moderates” who are supposed to transform the regime from within. Analysts construct elaborate theories about factions and personalities, sometimes overlooking the core ideology that binds the system together.

Rivalries certainly exist within the Islamic Republic. Disagreements over tactics, money, power, and personalities persist. But tactical disagreement should not be mistaken for fundamental ideological divisions or moderation. Nor should we assume that because a particular course of action appears irrational or self-destructive to us, the men making decisions in Tehran will necessarily see it the same way.

The Iranian people understand this distinction better than many outsiders. They have lived under this system for nearly half a century and have repeatedly risked their lives to challenge it. American policymakers should listen more carefully to them. They should also remember something else when sitting across the negotiating table from representatives of the Islamic Republic.

I once sat three feet from one of those men in a locked interrogation room in Section 2A of Evin prison. He had a wife. He had children. He had a career. He had a life waiting for him outside those walls. And what brought tears to his eyes was the joy of giving it all up. He could not wait to become a martyr.

Emad Shargi,

American Businessman

Hostage of the Islamic Republic (2018 – 2023)

The Cipher Brief is committed to publishing a range of perspectives on national security issues submitted by deeply experienced national security professionals. Opinions expressed are those of the author and do not represent the views or opinions of The Cipher Brief.

Have a perspective to share based on your experience in the national security field? Send it to Editor@thecipherbrief.com for publication consideration.

Read more expert-driven national security insights, perspective and analysis in The Cipher Brief

Hyping Nuclear Threats Is Counterproductive

Hyping threats of nuclear proliferation to justify war undermines legitimate counter-proliferation policies and paradoxically incentivizes proliferation. The Trump administration’s effort to justify the Iran war as a means of saving the world from a nuclear armed Iran rings as hollow as George W. Bush’s similar claims about Iraq a quarter century ago.

Both threats were real, until the United States and the international community reduced them. The 1990 Gulf War and the ensuing inspection regime ended Iraq’s nuclear weapons ambitions. A little over a decade later, the George W. Bush administration justified its war in Iraq with claims about Saddam’s supposed nuclear (and chemical and biological) weapons. Addressing questions about the veracity of those claims, National Security Advisor Condoleezza Rice argued at the time, “We don’t want the smoking gun to be a mushroom cloud.” Secretary of State Colin Powell told the UN, “…the facts and Iraq's behavior show that Saddam Hussein and his regime are concealing their efforts to produce more weapons of mass destruction” Inspectors scoured Iraq in search of those weapons and found none, but the war dragged on at huge cost in lives and money.

The nuclear threat from Iran was and remains real, and like Iraq’s was also contained. Like Iraq, Iran signed the Nonproliferation Treaty (NPT) but played cat and mouse games with its compliance for decades. Iran’s covert enrichment program received a boost in the 1980s when Tehran acquired centrifuges from Pakistan. Iran pursued a two-track strategy of building its civilian atomic energy program, which was open to inspection by the International Atomic Energy Agency (IAEA), and a parallel covert program focused on nuclear weapons. For years Iran routinely denied access to IAEA inspectors who compiled extensive evidence of undeclared, weapon-related activities, which Iran denied. US and UN sanctions weakened Iran’s economy, but did not persuade Iran’s leaders to change course. The June 2025 US-Israel strikes severely damaged the critical facilities essential for Iran’s nuclear program.

At the very least, Iran’s enriched uranium and its centrifuges are buried under tons of rubble, unreachable and readily monitored. Iran’s path from buried canisters of 60% enriched gas to a usable weapon is difficult, time consuming, and depends on the very facilities and equipment that were reportedly destroyed. The threat of an Iranian bomb has been degraded, at least for now. The initial strikes, if as effective as claimed, have bought the international community time.

Buying time is a legitimate nonproliferation strategy. The Joint Comprehensive Plan of Action (JCPOA) of 2015 relied on this strategy. Under the JCPOA, Iran agreed to a number of key limitations. Enrichment was restricted to low enriched uranium (LEU, below 3%), there were caps on the number and types of centrifuges, limits on centrifuge production and LEU stockpiles, canceling a plutonium project, and unfettered access to international inspectors. The deal was to last for 15 years.

Critics argued that the deal ignored the full range of Iran’s bad behavior. It shelved the IAEA’s list of unresolved issues related to nuclear weapons-related activities and did not eliminate Iran’s latent technical capabilities to build a bomb. The knowledge never goes away. Moreover, the international community lifted sanctions and Iran was allowed access to $1.7 billion of its own money that was seized because of sanctions, plus $400 million from a longstanding dispute over military sales.

The JCPOA was imperfect. It did not address the regime’s support for terrorism, but it was not designed to. It was designed to restrain the most important aspects of Iran’s nuclear program, its ability to produce weapons-usable materials, without which there would be no Iranian bomb. Had the Iranian regime abandoned the JCPOA, the United States and other backers of the agreement (the United Kingdom, Russia, China, France, Germany, the EU and the UN) were poised to reinstate sanctions and take other actions as necessary to bring Iran into compliance.

That never happened because the Trump administration repudiated the JCPOA in 2018. That reversal freed Iran to expel the international inspectors, ramp up its enrichment program, and reignite fears of a hidden nuclear danger. Bombing the facilities in 2026 achieved similar goals as the JCPOA, but at a much higher price in blood and treasure. The nuclear threat has been contained. Yet, the war continues and the Trump administration continues to cite the Iranian nuclear threat as its chief war aim.

We should assume that the Iranian regime remains committed to obtaining nuclear weapons. The JCPOA would have delayed the realization of this ambition by 15 years. The 2025-26 bombings also delayed realization, although it is unclear for how long. Hyping nuclear threats, however, is counterproductive, because it persuades others of a degree of nuclear danger that does not currently exist, and incentivizes others, like Saudi Arabia, that they too must pursue a weapon, if only to deter Iran.

The United States may have other reasons for continuing the war with Iran, but they should be clearly articulated along with the price that Americans will pay to achieve them.

The Cipher Brief is committed to publishing a range of perspectives on national security issues submitted by deeply experienced national security professionals. Opinions expressed are those of the author and do not represent the views or opinions of The Cipher Brief.

Have a perspective to share based on your experience in the national security field? Send it to Editor@thecipherbrief.com for publication consideration.

Read more expert-driven national security insights, perspective and analysis in The Cipher Brief

Open-Source Intel Makes U.S. Troops an Easier Target for Iran

Iran is reading American service members’ social media feeds to deadly effect. The fact is that not all intelligence must be gleaned from secret, closed sources for it to be effective, and Tehran has made use of public and open-source data to target U.S. forces with psychological and kinetic attacks. Until the Pentagon updates and enforces its policies on social media posting and personal device security, American servicemembers will be sitting ducks.

Admiral Brad Cooper, the commander of CENTCOM, warned in a letter last month to U.S. forces that Iran is using social media posts from personnel, such as footage of U.S. bases, to improve its lethality. For example, a video of soldiers running for shelter during Iranian strikes helped Iran perform a battle damage assessment of their strikes, including their precision, and understand base layout for future attacks.

Iran has long exploited open-source data to target U.S. forces and allies. Two years ago, Iran doxxed 2,200 Israel Defense Forces personnel relying exclusively on open-source data. In April 2026, the Department of the Navy warned service members that unnamed cyber adversaries (obviously referring to Iran) are reaching out on social media and conducting phishing attacks, urging sailors to turn on privacy settings and refrain from posting on social media. The same month, Iranian hacker group Handala sent threatening WhatsApp messages to U.S. troops and published the supposed personal information of 2,300 U.S. service members stationed in the Persian Gulf.

Open-source data is broader than just Instagram and Facebook. Iran exploits data breaches to collect information and identify and send text messages to former Israeli defense personnel to threaten them and to attempt to recruit them for espionage purposes.

Iran is exploiting Signaling System 7 (SS7), an older telecom protocol for roaming, to identify devices with U.S. SIM cards, according to threat intelligence platform Mobile Surveillance Monitor. Using SS7, Iran was reportedly able to pinpoint hotels that housed U.S. personnel and contractors.

Iran can also simply buy data for its malicious campaigns. CENTCOM stated in a letter to Sen. Ron Wyden (D-OR) that it has been warned that Iran may have used commercially available location data used by digital advertisers to “target and surveil” U.S. personnel. While the phone numbers behind advertising IDs are anonymized, Iran could use them to track devices in specific areas such as military bases. The Pentagon conceded that these IDs are not yet disabled by default on government-issued phones.

None of these vulnerabilities should be a surprise to defense officials. A U.S. Government Accountability Office report from October 2025 found that social media posts from service members and their families or friends provide adversaries with names, ranks, and locations that can be pieced together to reveal information about U.S. force formations and operations. Wyden and his Democratic and Republican colleagues in the House and Senate sent a letter to the Pentagon’s chief information officer in May 2026 urging more secure personal data practices and blaming current vulnerabilities on the department’s “failure to prioritize this threat and implement common sense cyber defenses recommended by federal cybersecurity experts.” The House version of the annual defense bill, meanwhile, calls for the department to better understand and train personnel about how adversaries can exploit commercial technologies to identify and monitor U.S. personnel.

To curb adversarial intelligence collection opportunities, the Department of Defense (DoD) should expand operational security requirements across the force.

First, the DoD should harden government and personal devices by requiring removal of all Mobile Advertising IDs (MAIDs) on personal and DoD-distributed devices for personnel in sensitive areas. Without IDs, the locations and metadata cannot be tracked or associated with individual users and sold to adversaries posing as commercial buyers.

Next, the DoD should create and enforce stringent policies for social media posting. Personnel should be prohibited from uploading unofficial photos and videos of military facilities or that otherwise relate to their roles and should limit the amount of information they post about their roles on platforms like LinkedIn. Government devices should have their cameras disabled or removed unless required for specific purposes, and GPS should be disabled by default. DoD should also consider providing troops with alternative devices for personal use with GPS disabled and the cameras removed.

Additionally, the DoD should monitor breached data to understand what is publicly available about all its personnel. Knowing when data is exposed will allow the DoD to identify potential threats before Iran acts and begin fixing the issue as soon as it occurs. The department can also use this information to enable mandatory password and credential rotation when information is exposed. The Pentagon should also consider encouraging or requiring additional methods of authentication, such as passkeys and biometrics, for all devices and accounts

Finally, Congress should pass regulatory reforms to transition from SS7 to new signaling technology. SS7 is an outdated system and cannot guarantee secure communications, even if new updates were to be completed. Changing the system will allow service members abroad to communicate with loved ones without leading adversaries to their location.

These measures will limit the open-source data that, at present, is readily available to Iran and other adversaries. If the DoD continues to permit unrestricted use of personal devices abroad, Iran and other adversaries will continue exploiting their vulnerabilities to locate, study, and threaten American forces.

The Cipher Brief is committed to publishing a range of perspectives on national security issues submitted by deeply experienced national security professionals. Opinions expressed are those of the author and do not represent the views or opinions of The Cipher Brief.

Have a perspective to share based on your experience in the national security field? Send it to Editor@thecipherbrief.com for publication consideration.

Read more expert-driven national security insights, perspective and analysis in The Cipher Brief

America, North Korea, and the Search for Peace

The South Korean Buddhist monk, the Venerable Pomnyun Sunimin, in his book “What is Happiness?” introduces us to his philosophy of life: “Everyone born into this world has the right to be happy … and being helpful to the world and to others around us increases our own personal happiness.”

The U.S. is now ranked 24 out of the 147 countries surveyed by the Wellbeing Research Center at the University of Oxford in partnership with Gallup. Factors that contribute to this ranking include higher GDP per capita, a strong social support system, higher life expectancy, greater freedom, absence of government and corporate corruption and charitable giving. The U.S. ranking has dropped each year since 2011, with a significant decline between 2022 (ranked 15) and 2025 (ranked 24).

As a world leader, the U.S. is concerned with the world around us: With the wars in Ukraine, Iran, and Gaza and the innocent people killed; with the terrorism of October 7 and the innocent Israelis killed; armed conflicts in Sudan and Myanmar; insurgencies in Africa and Asia, and the criminal conflicts and the drug cartel violence in the Americas.

With this concern, there are understandable debates and doubts in the U.S. about a myriad of issues: the amount of aid we are providing to Ukraine, to defend itself from an invading Russia that’s receiving troops and weaponry from North Korea; efforts to peacefully negotiate a ceasefire with an Iran that says it has the right to enrich uranium and kill innocent peaceful protesters; an elusive peace in Gaza when Hamas refuses to disarm and tension in the West Bank intensifies; and a nuclear North Korea building more nuclear weapons and aligned with a revanchist Russian Federation. Helplessness with the conflicts in Sudan and Myanmar and the jihadist groups linked to Al-Qaeda and the Islamic State operating throughout Africa. Security concerns in Haiti and Ecuador due to gang violence and our inability to effectively counter the flow of illicit drugs coming into the U.S., primarily from Mexico, Columbia, and China. It’s hard to find happiness when assessing the world around us and the absence of peace.

Working with our allies and partners is an integral part of diplomacy and conflict resolution. NATO, AUKUS (Australia, the United Kingdom and the U.S.) and allies like South Korea, Japan and the Philippines are key to managing the ever-increasing security threats around the world. How we manage these relationships with our allies and partners is important.

Domestically, extreme political polarization has replaced polite political debate. A myriad of issues contribute to anxiety among the people: reported cuts to food stamps, Medicaid and social programs, with the rise in food and gas prices that receives daily media coverage. Nicolas Kristof of the New York Times reports a rise in homelessness in California, Oregon, and Hawaii and the plight of the Americans left behind. There’s extensive media coverage to rescind a planned $1.8 billion “Anti-Weaponization Fund” and whether it was vandalism or shoddy construction of the Reflecting Pool in our Nation’s capital. Indeed, there are other political and social issues, like AI, that the average informed American is exposed to daily. Following these and other foreign and domestic issues is important for an informed electorate that will be voting in November and in 2028, but are we on overload? Of concern is the extreme polarization of views on these issues and the government’s responsibility to inform and seek the public’s support on these important issues, without adding to the polemics.

The author of “What is Happiness?” tells us: “Between 1995 and 1998, about three million people died of hunger and disease in North Korea and those who survived also suffered greatly as their family members, friends and neighbors died.” Despite North Korea’s formidable nuclear and missile capabilities, there are exigent health and food issues that continue to demand attention. The U.S. previously helped with these humanitarian issues because it was the correct thing to do. Returning to talks with North Korea to halt their nuclear and missile programs, with the lifting of sanctions and no longer demanding denuclearization as a condition for talks, would be the correct thing to do. It would be a positive development for Northeast Asia and the Korean people and hopefully contribute to the eventual reunification of the Korean Peninsula.

Progress with North Korea should bring some form of happiness to the Korean people and to the people in the U.S. who cry out for a more peaceful world.

The author is a former Associate Director of National Intelligence. All statements of fact, opinion or analysis expressed are those of the author and do not reflect the official positions or views of the U.S. government.

This piece was originally published in The Washington Times and is republished here with permission.

Read more national security insights from experienced experts exclusively in The Cipher Brief.

Can America Find Happiness in a World of Conflict?

The South Korean Buddhist monk, the Venerable Pomnyun Sunimin, in his book “What is Happiness?” introduces us to his philosophy of life: “Everyone born into this world has the right to be happy … and being helpful to the world and to others around us increases our own personal happiness.”

The U.S. is now ranked 24 out of the 147 countries surveyed by the Wellbeing Research Center at the University of Oxford in partnership with Gallup. Factors that contribute to this ranking include higher GDP per capita, a strong social support system, higher life expectancy, greater freedom, absence of government and corporate corruption and charitable giving. The U.S. ranking has dropped each year since 2011, with a significant decline between 2022 (ranked 15) and 2025 (ranked 24).

As a world leader, the U.S. is concerned with the world around us: With the wars in Ukraine, Iran, and Gaza and the innocent people killed; with the terrorism of October 7 and the innocent Israelis killed; armed conflicts in Sudan and Myanmar; insurgencies in Africa and Asia, and the criminal conflicts and the drug cartel violence in the Americas.

With this concern, there are understandable debates and doubts in the U.S. about a myriad of issues: the amount of aid we are providing to Ukraine, to defend itself from an invading Russia that’s receiving troops and weaponry from North Korea; efforts to peacefully negotiate a ceasefire with an Iran that says it has the right to enrich uranium and kill innocent peaceful protesters; an elusive peace in Gaza when Hamas refuses to disarm and tension in the West Bank intensifies; and a nuclear North Korea building more nuclear weapons and aligned with a revanchist Russian Federation. Helplessness with the conflicts in Sudan and Myanmar and the jihadist groups linked to Al-Qaeda and the Islamic State operating throughout Africa. Security concerns in Haiti and Ecuador due to gang violence and our inability to effectively counter the flow of illicit drugs coming into the U.S., primarily from Mexico, Columbia, and China. It’s hard to find happiness when assessing the world around us and the absence of peace.

Working with our allies and partners is an integral part of diplomacy and conflict resolution. NATO, AUKUS (Australia, the United Kingdom and the U.S.) and allies like South Korea, Japan and the Philippines are key to managing the ever-increasing security threats around the world. How we manage these relationships with our allies and partners is important.

Domestically, extreme political polarization has replaced polite political debate. A myriad of issues contribute to anxiety among the people: reported cuts to food stamps, Medicaid and social programs, with the rise in food and gas prices that receives daily media coverage. Nicolas Kristof of the New York Times reports a rise in homelessness in California, Oregon, and Hawaii and the plight of the Americans left behind. There’s extensive media coverage to rescind a planned $1.8 billion “Anti-Weaponization Fund” and whether it was vandalism or shoddy construction of the Reflecting Pool in our Nation’s capital. Indeed, there are other political and social issues, like AI, that the average informed American is exposed to daily. Following these and other foreign and domestic issues is important for an informed electorate that will be voting in November and in 2028, but are we on overload? Of concern is the extreme polarization of views on these issues and the government’s responsibility to inform and seek the public’s support on these important issues, without adding to the polemics.

The author of “What is Happiness?” tells us: “Between 1995 and 1998, about three million people died of hunger and disease in North Korea and those who survived also suffered greatly as their family members, friends and neighbors died.” Despite North Korea’s formidable nuclear and missile capabilities, there are exigent health and food issues that continue to demand attention. The U.S. previously helped with these humanitarian issues because it was the correct thing to do. Returning to talks with North Korea to halt their nuclear and missile programs, with the lifting of sanctions and no longer demanding denuclearization as a condition for talks, would be the correct thing to do. It would be a positive development for Northeast Asia and the Korean people and hopefully contribute to the eventual reunification of the Korean Peninsula.

Progress with North Korea should bring some form of happiness to the Korean people and to the people in the U.S. who cry out for a more peaceful world.

The author is a former Associate Director of National Intelligence. All statements of fact, opinion or analysis expressed are those of the author and do not reflect the official positions or views of the U.S. government.

Read more national security insights from experienced experts exclusively in The Cipher Brief.

Why the Iran War Remains Strategically Adrift

“I do think there's a lot of evidence to believe that we're accomplishing the military objectives [of the Iran War], which is destroying the Iranian Navy, the Iranian Air Force, their air defenses, the missile production capabilities, drone production capabilities. That's going well. But how that translates into strategic success has been, I think, the weakness in this entire operation and continues to be today. And I think that if we were to take a step back to February [when the Iran War started], and think about where we are today, I don't know that this would be in our theory of success. It would probably be a branch plan that would not be going so well. And I'm worried about that.”

That was retired-Air Force Lt. Gen. S. Clinton Hinote, former Deputy Chief of Staff for Strategy, Integration, and Requirements, now a professor of policy analysis at the RAND School of Public Policy and a non-resident adviser to the Center for Strategic and International Studies (CSIS) Aerospace Security Project.

He was speaking on July 23, at a CSIS event, The Air Campaign Returns: From Epic Fury to Midnight Hammer, along with retired-Air Force Gen. James Slife, former Vice Chief of Staff of the Air Force, former Commander of Air Force Special Operations Command, and also a non-resident adviser to CSIS’ Aerospace Security Project.

The two former senior Air Force officers not only gave their frank views of the Iran War, but also discussed the future of warfare and its impact on the Air Force and other U.S. military forces. I will start with their views on Iran and the war and then move on to other subjects they dealt with.

Since the Strait of Hormuz is central right now, let’s begin with their views on the Strait which I found inciteful.

Ret.-Gen. Slife began by pointing out, “Military planners have struggled with the Strait of Hormuz challenge for years and years. I mean I don't think it's any surprise to anybody that's paying attention to how this has played out, because geography favors Iran in the Strait.”

Slife continued, “I mean they [Iranians] have three sides of the Strait of Hormuz, right? It's a very narrow waterway. It's very shallow. The ability to maneuver inside the Strait is very limited. It's crowded. I mean there aren't a lot of great options.”

Then, as a former Air Force commander he offered the following views: “I mean, frankly, if there was a great option for how air power could unblock the Strait of Hormuz, it would probably be unblocked at this point. There are things that I think the air component is doing in conjunction with the naval component to target the means that Iran uses to exercise control over the Strait. But it is a very difficult problem. Geography just doesn't favor us in this regard.”

Ret.-Lt. Gen. Hinote added, “I think we're dealing with the problem of small numbers,” and then explained, “The [U.S.] joint force can be exceptionally good at preventing the majority of attacks on shipping [in the Strait]. That could even get into the 90% plus range. You could even call it 98%. But it's that last 2% that the joint force just has the most difficulty stopping [Iran from hitting a transiting ship] because you just can't stop everything when there are these mountainous rugged shores that Iran controls and they can use that as [protective] cover to attack shipping.”

Hinote went on, “So the problem is not necessarily that we're not militarily successful. I call 98% pretty militarily successful, but it's that last 2% that the [ship] insurance companies cannot accept. And so that's, I believe, the true dilemma that is facing the world economy today -- that as long as Iran has the will to try and negate shipping through the Strait, it's going to have some level of capability to do so. And that just creates a conundrum that we just haven't solved and [are] unlikely to solve.”

The two former Air Force generals also raised the issue of Israeli and U.S. forces having different missions for their military involved in attacking Iran.

Ret.-Gen. Slife put it this way: “I wonder to what extent the difference in [U.S. and Israeli] targeting reflects different national aims between Israel and the United States. I don't have any way of knowing that, but I do think it's noteworthy that we are actually, we have pursued very different target sets which may tell us something about what our respective national aims are.”

Ret.-Lt. Gen. Hinote picked up that idea saying, “To me, the Israeli theory of success is pretty straightforward. They [the Israelis] believe the Iranian regime will always be hostile to them and they believe that they have to go back and back and back to re-strike things and to re-strike the regime targets. And you might think of that as a strategy that we've heard called mowing the grass…meaning that the grass is going to grow back and we're going to go back and they are resigned to some way of mowing the grass again for years.”

That means, according to Hinote, “The more [Iranian] regime leaders we [meaning the Israelis] can kill, the better, because that means it takes more time for the new regime leaders to be dangerous to us.”

As for the U.S., according to Hinote, “We're at a stage now where we're fighting a coercion campaign…Hey, we want the Strait [of Hormuz] open. Hey, we want you to give up your nuclear aspirations.”

But now, as he adds, “There's nobody left in Iran who really can make that decision and enforce it up and down what is left of the government and military apparatus. So we're in a state now where what you might have thought of as the strategic aims and the military means, not only were they not necessarily totally aligned, they may have in certain circumstances worked against each other -- and that's a really difficult place to be.”

That is because, as Hinote points out, “We [the Israelis and U.S.] did one of the most successful, maybe the most successful decapitation operation [of Iranian leadership] in history. And so given that, I think you expect that there's going to be a high degree of paralysis and inaction at the

highest levels of the Iranian government. So you're almost thinking like, okay, well, what at that point, how do you take advantage of that strategic paralysis?”

However, there was no “strategic paralysis” in the Tehran regime, nor was there an internal uprising, as President Trump called for that night last February when he announced the first Iran attacks were underway. “When we are finished,” Trump said to the Iranian people, “take over your government. It will be yours to take. This will probably be your only chance for generations." Trump also called on the Islamic Revolutionary Guard Corps (IRGC), the armed forces and police to "lay down your weapons and have complete immunity" otherwise "face certain death."

As Hinote put it last week, “We're in a state now where what you might have thought of as the strategic aims and the military means not only were not necessarily totally aligned, they may

have in certain circumstances worked against each other -- and that's a really difficult place to be. And I think one of the reasons why it feels intractable right now is because you have that disparity.”

In fact, Hinote added, “The United States would like to be done with the Middle East, so that we could finally execute some sort of pivot to Asia. And we'd like to get out of all of these very expensive bases in the Middle East. And so we have a theory that is we want to put the [Iranian] regime into some sort of state where we don't have to go back anytime soon -- and we get to a steady state that is better than what was in existence on February 28th [when the U.S. and Israel first attacked Iran].”

Slife also mentioned an effect on U.S military readiness from the Iran War that need further attention when he said, “You know that all our readiness is built around how we generate and deploy forces, particularly for the Air Force and the Navy. We've seen heavy deployments beyond what the [military] services feel like they can routinely support from a readiness perspective and so those things always have a delayed effect.”

Slife added, “I think just the pace of operations over the last year has probably exceeded the Air Force and the Navy's ability to maintain levels of readiness going forward. So, I think we were going to have to pay close attention to that over the next three-to-five years, because there is always a delayed impact to these kinds of heavy operations.”

Hinote spoke about “the mission to rescue the [U.S.] back-seater of the F-15E [that was shot down over Iran]. We've only heard a little bit about that. My sense is that it was a huge operation that required tremendous integration across multiple types of forces in a very difficult time frame.”

He pointed out the difference from the troubled April 1980 Iran rescue attempt that was, he said, “so bad that it led to reforms for the next decade in the United States military. We may see that [the April 5, F-15E back-seater] rescue operation, in contrast, stands as being one of the best we've ever seen.”

Hinote then explained why saving the back-seater was so important.

“What if that weapon-system officer would have been captured and paraded in Iran on TV with the entire world seeing it real time,” Hinote said, “You could see that any political objectives that we were trying to achieve would be all the more difficult to achieve with one single pilot being paraded around in Iran…So, not only was the true political nature of the whole operation in jeopardy, but you [the U.S.] were willing to send what I think is going to end up being scores of airplanes into harm's way, multiple units, helicopters and such to go rescue this one pilot so that the political objectives could be preserved.”

While public concentration currently is on what’s not yet worked to end the Iran War, that rescue operation was one element that did succeed.

The Cipher Brief is committed to publishing a range of perspectives on national security issues submitted by deeply experienced national security professionals. Opinions expressed are those of the author and do not represent the views or opinions of The Cipher Brief.

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The New Fault Line: Israel and Turkey on a Collision Course

On March 25, 2025, Israeli aircraft struck a set of Syrian airfields. The targets were not Syrian assets, instead they were the sites Turkey had surveyed for planned forward military bases. Ankara quietly shelved the deployment.

That is what the Israel-Turkey rivalry looks like when it is working as designed: a NATO member and a US major non-NATO ally maneuvering against each other in a third country, close enough to require a deconfliction hotline, disciplined enough that neither has yet acknowledged the confrontation for what it is. The two governments have run a channel through Azerbaijani mediation to prevent accidents. Turkish officials describe it as, "strictly technical," signaling neither normalization nor any convergence.

The conditions that made the channel necessary are getting worse, and the outside power that has historically kept this rivalry from becoming a rupture is changing.

Trump's Gift to Erdogan

When Donald Trump landed in Ankara on July 7, 2026 for the NATO summit he became the first sitting US president to visit Turkey in over a decade. He arrived with what aides openly called a "gift bag" for President Recep Tayyip Erdogan. On CAATSA sanctions, imposed in 2020 over Turkey's purchase of Russia's S-400 system, Trump was categorical: "We're going to be taking the sanctions off; it's time. We don't want to sanction friends." On F110 engines for Turkey's homegrown KAAN fighter, the administration notified key lawmakers it was proceeding. The F-35 remained genuinely conditional, something his administration would "certainly consider." Erdogan told reporters Trump had pledged six aircraft and “always keeps his word”.

Standing beside Erdogan, Trump said Turkey had proven a more loyal partner than some allies Washington once counted on.

Israel's reaction was immediate and unprecedented. Speaking to Fox News and CNN, Prime Minister Benjamin Netanyahu warned that arming Turkey with F-35s would upset the regional balance. He described Erdogan's government as ideologically hostile to Washington and openly threatening to Israel, and pointed to Turkey's continued presence in northern Cyprus. It was the first time Israel had publicly opposed a US arms sale to a fellow NATO member.

Trump was reportedly irritated. Netanyahu insisted the two governments still saw eye-to-eye on the big picture. This difference is worth noting.

They do not see eye-to-eye, and the reason is not sentiment. This administration's Middle East policy seems focused on commercial and strategic arithmetic. On that scale Turkey scores well: 85 million people, a NATO air force, a fast-growing arms industry, control of the Bosporus, and a leader willing to transact. Israel's ability to shape US decisions in the region has always rested on an unstated premise: Washington values the relationship with Israel above the deal in front of it. Ankara is testing that premise. So far, Washington is not objecting.

The pattern repeated within three weeks. On July 8, the State Department initiated the rescission of Syria's designation as a state sponsor of terrorism, a status in place since 1979, following Trump's meeting with Syrian President Ahmed al-Sharaa. On July 22, Washington and Riyadh announced a nuclear cooperation agreement. Neither move was calibrated to Israeli preferences, but to American interests.

What Turkey Gained While Israel Was Fighting

Ankara's leverage did not appear in July. It accumulated while Israel was occupied elsewhere.

Syria is the clearest case. Since Bashar al-Assad's fall in December 2024, Turkey has established itself as the dominant external patron of al-Sharaa's government. On July 19, 2026, al-Sharaa consolidated the security apparatus under Interior Minister Anas Khattab, who now also heads the National Security Bureau, with Abdul Qader Tahan installed at General Intelligence and Hussein al-Salamah as Khattab's deputy. For Turkey, a centralized Damascus under a friendly government is a forward base, a reconstruction market, and a check on Kurdish autonomy along its southern border all at once.

Israel reads the same arrangement as a threat under construction, and has acted accordingly. In the seven months after Assad fell, Israel conducted roughly 988 air and artillery strikes in Syria, nearly triple its previous rate, including against the Presidential Palace and Ministry of Defense in Damascus. The March 2025 framework for integrating Kurdish forces into the Syrian state remains frozen, which Turkish officials blame largely on Israeli operations destabilizing the Syrian government.

Beyond the Levant, Turkey's footprint keeps widening. In Somalia it operates its largest overseas military base, has trained more than 15,000 soldiers, deployed F-16s and armor, and in 2026 began offshore oil drilling protected by Turkish naval assets. These are moves aimed in part at countering Israel's outreach to Somaliland. Turkey's defense minister says other African governments are now requesting the same security-and-investment package. Layered onto bases in Qatar and northern Iraq, Ankara has assembled a chain of footholds from the Horn of Africa to the Caucasus.

Two structural shifts accelerated this. Iran's regional network was degraded by the 2026 war, leaving a vacuum in Syria and Lebanon that Turkish diplomacy, trade, and reconstruction capital are filling faster than anyone else. Iran is not finished, and Russia was preparing Su-35 deliveries to Tehran the same week Trump was in Ankara.

Meanwhile Moscow's grip on the South Caucasus eroded after the 2020 Nagorno-Karabakh war, when most of its forces was deployed in the Ukrainian war, and after the US brokered the 2025 Armenia-Azerbaijan framework, which opened the Zangezur corridor linking Azerbaijan to Turkey.

Israel forging new alliances

Israel has also been forging alliances, no longer counting on the US as their sole guarantee.

In December 2025, Israel, Greece, and Cyprus held their tenth trilateral summit in Jerusalem, where Netanyahu spoke against those who dream of restoring old empires. The three signed a 2026 military cooperation plan covering joint air and naval exercises, intelligence sharing, and reported discussions of a roughly 2,500-strong rapid-deployment force. By February 2026, Netanyahu was describing a broader "hexagon of alliances" built around Greece, Cyprus, and India.

Ankara's counter-positioning is equally deliberate. Turkey has hosted Hamas officials for years and holds real influence over any postwar settlement in Gaza. Foreign Minister Hakan Fidan's remark that Israel had become a burden humanity could no longer bear drew an Israeli rebuke as incitement. Each government now treats the other's regional relationships as evidence of intent.

Where It Breaks

Direct confrontation remains unlikely, but not impossible. Both capitals understand the costs. But the deconfliction channel is a technical fix for a strategic problem, and four scenarios handled incorrectly could force the two powers into collision.

Syria is the live one. Israeli strikes to prevent hostile entrenchment collide directly with Turkey's project of a unified, centrally governed Syrian state. Israel has already struck sites Turkey intended to occupy. Repeat that once with Turkish personnel present and the hotline becomes a record of a failure rather than a mechanism preventing one.

Lebanon compounds it: Hezbollah degraded but intact, Turkey's expanding humanitarian and political footprint, and continued Israeli operations against Hezbollah infrastructure pulling outside patrons into direct rivalry. Trump is suggesting that Syria should intervene, something Israel can not accept.

Cyprus, divided since 1974, is where Israeli-Greek-Cypriot military integration and a prospective joint rapid-reaction force meet Turkish assertiveness in the Eastern Mediterranean. While several of the nations are NATO members, new hostility risks drawing in allied nations.

The F-35 decision itself is the fourth. If Congress and the Pentagon proceed over Israeli objections, it is a tangible erosion of the qualitative military edge that Netanyahu argues is the foundation of deterrence.

Conclusion

Israel and Turkey have been rivals for a decade; and for most of that decade, the fault line stayed closed because the US had an interest in keeping it closed. But the Ankara summit demonstrated, reinforced by the Syria delisting and the Saudi nuclear agreement, that this administration will price each decision on its own merits without allowing allies to veto them. That is a coherent policy. But it risks removing the pressure that has been holding two armed, ambitious, US-aligned states apart in the same contested space.

Washington is not choosing between Israel and Turkey. It is counting on the two allies staying away from an armed conflict. The question is whether a deconfliction hotline routed through Baku can carry the weight that American guarantees used to.

The Cipher Brief is committed to publishing a range of perspectives on national security issues submitted by deeply experienced national security professionals. Opinions expressed are those of the author and do not represent the views or opinions of The Cipher Brief.

Have a perspective to share based on your experience in the national security field? Send it to Editor@thecipherbrief.com for publication consideration.

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Iran Is “Counting Coup” On The United States

The Iranian leadership appears to be intent on demonstrating its defiance and courage in the face of American force while also humiliating the “most powerful man in the world.”

“Counting Coup, or striking an enemy, was the highest honor earned by warriors participating in the intertribal wars of the Great Plains. Key to a man’s success in Plains combat was demonstrating his own courage by proving superiority over his opponent and, in a competitive sense, over his own comrades.

Killing was a part of war, but showing courage in the process was more important for individual status. This was best accomplished by risking one’s life in charging the enemy on foot or horseback to get close enough to touch or strike him with the hand, a weapon, or a “coupstick.”

Humiliating the enemy also played a part in this fighting…

Counting Coup, then, was the epitome of a type of warfare that pitted skill and daring of one man against another.”

Walking the Line

Iran is playing a very dangerous game. In the face of the awesome military power of the United States, in between desultory negotiating sessions, they continue to touch the enemy by launching attacks against U.S. and allied Gulf facilities. Recently, they have reached farther afield, striking U.S. assets in an Egyptian port. This would seem to be inexplicable behavior, given the U.S.’s obvious desire for a deal, inviting as it has strong retaliatory strikes against Iran’s increasingly beleaguered military, and potentially civilian, infrastructure. Most recently, we are seeing reports of possible Iranian cyberattacks on the water supplies of U.S. cities; such activities are certain to continue and likely to escalate, plausibly deniable and effective in sowing fear as they are. The question is why?

It may be simple hubris. It may be a misread of the desperation of their opponent. Or simply overconfidence in the strength of their position. It most certainly is part and parcel of a purposeful negotiating strategy, a reminder to all involved that Iranian forces can reach out and touch you whenever they wish.

Regardless, they are walking a fine line, and they have placed this conflict squarely in the crosshairs of unintended consequences.

As they so often do, they risk overreaching. Should one of these missile or drone strikes make it through, whether by luck or skill, and inflict truly significant casualties on U.S. personnel, either in a land-based facility or on a naval vessel for example, this could surge American support for a massive response, possibly including – however unlikely – ground troops, radically altering and escalating the course of this conflict.

Internal Factions at Play

The Iranian leadership’s actions, however, are likely aimed not only at the United States but may be the result of continued factional maneuvering in Tehran, as groups jockey for advantage for what comes next. Now that it appears likely the regime will survive, they are no doubt looking ahead to where they will land in a new regime. As both factions and individuals.

As I wrote in Is Iran Controlling the Gulf Conflict?: “I would posit that the newly ascended Supreme Leader, Mojtaba Khamenei, may in fact be a phantom leader. Alive in some fashion, perhaps largely incapacitated, but not actually in charge. And even if able to coherently express his views, in no way nearly as powerful or influential as his father. The seemingly reckless actions of the regime in courting U.S. retaliation may in actuality reflect a lack of a coherent decision-making process as opposed to a unified one. I think it is quite possible that competing factions within the regime are using Mojtaba as an avatar while they maneuver for decisive advantage.”

Get Out!

On 15 May, I laid out in “Ground Hog Day”, a recommended way forward for the U.S. that I think largely still applies. It is a measure of how fruitless continued military action is that these remain relevant today:

“Make a deal with Iran. One that they will accept. This will require painful concessions and is certain to include provisions that many will find objectionable, including significant sanctions relief. And it will leave the Iranian regime in place and in control of Iran. For now.”

“As much as I would prefer to see regime change in Iran, I believe a deal may be the only realistic way out of the Groundhog Day-like doom loop in which we find ourselves. Simply put, the administration squandered the initial opportunity presented by a unique confluence of events by its lack of strategic planning and a fundamental misunderstanding of Iran and the Iranian regime.”

“As a result, we are going to have to step back and take a longer view. I pity the people of Iran, at least in the near term. They are certain to suffer the brunt of the regime’s immediate ire. That is a hard truth.”

“This is not, however, the end of the story. Iran’s internal weaknesses still matter–and may shape what comes next more than battlefield successes. I am cautiously, very cautiously optimistic that even barring regime change, Iran’s leadership will be forced to change direction.”

“The issues facing Iran prior to the War were serious, in fact existential – a collapsing economy, hyper-inflation, severe water shortages, lack of electricity, and growing widespread popular anger and unrest – and are ongoing and only getting worse. Whatever the Iranian leadership looks like, it will have to address these issues. And it is not clear that they will be capable of doing this without outside help. This is where the U.S. and hopefully our Western allies come in: sanctions relief, and extensive economic and other assistance in exchange for real changes in policy and a pullback on objectionable activities and programs. The potential for this may, and I say may, have increased with the removal of Ali Khamenei from the Supreme Leader’s seat. But it will depend on whether his son and successor, Mojtaba, is less rigidly ideological than his father. We will see if he is willing to put the Iranian people ahead of the regime.”

What Awaits!

It is becoming more obvious by the day that the U.S. needs to come to a negotiated settlement with Iran. And the terms of this settlement are certain to be painful and unsatisfactory from the perspective of the West. But continuing tit-for-tat airstrikes simply prolongs the pain and risks horrific unintended consequences without solving the problem, as well as providing the regime with a distraction from its appalling management of Iran’s economy, natural resources, and foreign policy.

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The Cipher Brief is committed to publishing a range of perspectives on national security issues submitted by deeply experienced national security professionals. Opinions expressed are those of the author and do not represent the views or opinions of The Cipher Brief.

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Is Iran Controlling the Gulf Conflict?

Recent statements from President Trump indicate he is prepared to continue, or escalate, U.S. military strikes while simultaneously signaling he is open to continued negotiations. Some would see this as a reasonable offer of carrot or stick. But, having lost scores of ships, missiles, and military production facilities, U.S. actions still depend on what Iran does. This is allowing the regime leadership to control the pace of the conflict. How is this possible?

By his own words, President Trump is admitting the United States is in full-blown reaction-mode, granting Iran effective control over the tempo of both military operations and peace negotiations. This is a mistake, born of the obvious desperation of the White House to extricate itself from the black hole that is the Iran War, and that is increasingly proving to be a drag on Republican chances in the approaching midterms.

Iran is clearly playing the provocateur, poking the bear with selective strikes on shipping daring to test their illegal claim of administrating the Strait. They are paying the price by suffering increasingly focused destruction of their offensive coastal capabilities.

This is as it should be. Iran simply cannot be allowed to impose itself on the movement of shipping through an international waterway. But… the President’s quickly aborted claim that the U.S. military should receive a 20% gratuity for its efforts to keep the Strait open has predictably only muddied the issue further.

Who’s Really in Charge in Iran and What Do They Want?

The regime clearly sees itself in the dominant position. Or, at least, in a position to bear more pain, for now, than their adversary. I believe this likely reflects their own internal political dynamics, not unlike U.S. domestic politics driving much of Trump’s actions. But with Iran, this is a more factional disunity of opinion over the best course of action vice the overly unitary decision-making process the U.S. side is suffering from. I’ve written about this before in my 25 April post; ‘The Iranian Power Struggle’: “In my years at CIA dealing with Iran and Iranians, I observed many instances of such backroom political maneuvering, including a willingness to sabotage efforts by others engaged in back-channel deals. This was particularly the case when the counterpart was America. Publicly scorned as the “Great Satan”, but secretly coveted as the superpower of choice, individuals and factions knew that whoever secured a special relationship with America would be in the pole position going forward. The attitude was “if not me, then no one!”, essentially the grownup version of ‘King of the Hill.’

This may account for the regime’s inexplicable willingness to reject any compromise while continuing to absorb punishment; perhaps more to put pressure on their internal political rivals than to gain external military advantage. In the end, it is likely they will eventually call a halt to this by reengaging on negotiations when they determine they risk losing too much capability.

Exacerbating this, I would posit that the newly ascended Supreme Leader, Mojtaba Khamenei, may in fact be a phantom leader. Alive in some fashion, perhaps largely incapacitated, but not actually in charge. And even if able to coherently express his views, in no way nearly as powerful or influential as his father. The seemingly reckless actions of the regime in courting U.S. retaliation may in actuality reflect a lack of a coherent decision-making process as opposed to a unified one. I think it is quite possible that competing factions within the regime are using Mojtaba as an avatar while they maneuver for decisive advantage.

Regardless of which faction ultimately dominates, the implications for the United States remain how to break through to the regime’s decision-makers in the near term.

Hyperbole Weakens the U.S. Position

In the meantime, Trump’s regular stream of alternating obsequious and insulting, but always hyperbolic, ‘Truths’, the result of his obvious frustration over the regime’s unwillingness to accept what he is offering – whatever that might be at that moment - serves only to inflame and/or simply confuse an already chaotic situation. All resulting from the vaguely written and amateurish MOU that Trump himself signed.

As I wrote previously in a 12 April post, Hyperbole is Donald Trump’s love language. He continues to employ it almost daily, usually in reaction to a disappointment with the Iranian regime’s actions. And almost always to the detriment of his stated desire for peace. Unfortunately, the Iranian regime has been practicing this same language of hyperbole on an industrial scale for a generation. They understand both how to use it and counter it.

But the practice of diplomacy is a quiet profession. One that requires patience. One that requires expertise. One that requires steadiness and focus. None of which characteristics the President or his negotiators appear capable of exhibiting.

If I were to give the President a piece of advice, I would echo the words of David Ignatius in his most recent Washington Post column: “Just stop talking,” although more directly and less politely, “Just shut up and let the professionals do their job!”

What now?

I wrote about what may come next, after the permanent cessation of hostilities, in my 15 May post, Groundhog Day: “The issues facing Iran prior to the War were serious, in fact existential – a collapsing economy, hyper-inflation, severe water shortages, lack of electricity, and growing widespread popular anger and unrest – and are ongoing and only getting worse. Whatever the Iranian leadership looks like, it will have to address these issues. And it is not clear that they will be capable of doing this without outside help. This is where the U.S. and hopefully our Western allies come in: sanctions relief, and extensive economic and other assistance in exchange for real changes in policy and a pullback on objectionable activities and programs. The potential for this may, and I say may, have increased with the removal of Ali Khamenei from the Supreme Leader’s seat. But it will depend on whether his son and successor, Mojtaba, is less rigidly ideological than his father. We will see if he is willing to put the Iranian people ahead of the regime.”

Next steps

First, we need to significantly blunt the regime’s ongoing ability to project power and control the Strait of Hormuz. It needs to reopen and stay open. And it will. Both sides need it to, but not on the regime’s terms. The focused effort on degrading Iran’s coastal offensive capabilities should continue apace.

We need the regime to be forced to address the internal existential threats listed above. This is sure to absorb much of their time and money and may eventually consume them. And it may even bring them back to the negotiating table. Escalating military strikes on energy facilities and civilian infrastructure would serve only to alienate the Iranian population and distract from the Iranian leadership’s appalling incompetence, strengthening the regime. As part of this, the current MOU must be abandoned and recast in a more evenhanded manner, leading to permanent peace. Adhering to it as currently written will only ensure we will be forced to return in the future. As we are already seeing.

The current dynamic from the U.S. side is emotionally driven and self-defeating. The Iranians appear riven by paralyzing factionalism, with a hefty dose of hubris regarding their temporary advantage. Neither is a recipe for success. The question is not whether Iran can win a military confrontation with the United States. It cannot. The question is whether it can continue forcing Washington to react rather than act. For now, that answer appears to be yes.

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The Cipher Brief is committed to publishing a range of perspectives on national security issues submitted by deeply experienced national security professionals. Opinions expressed are those of the author and do not represent the views or opinions of The Cipher Brief.

Have a perspective to share based on your experience in the national security field? Send it to Editor@thecipherbrief.com for publication consideration.

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Inside the $87.6 Billion Iran War Supplemental

“In addition to supporting OEF (Operation Epic Fury, the Iran War) costs incurred by DOW (Department of War), the [$87.6 billion Fiscal Year FY 2026 Supplemental Trump administration] request provides $768 million to the Department of Energy to support nuclear and other energy security requirements, primarily for the National Nuclear Security Administration (NNSA) for OEF-related activities.”

I was intrigued by that segment, from a June 24 letter to House Speaker Rep. Mike Johnson (R-La.) from Trump’s Office of Management and Budget Director Russell T. Vought, because I could not imagine what costly “nuclear and other energy security requirements” NNSA – the U.S. nuclear weapons complex – could be playing in the Iran War.

However, a chart attached to Vought’s letter said that $672 million was for NNSA to fund “activities for complete and verifiable termination of Iran’s ability to develop or acquire a nuclear weapon, including the disposition of proliferation sensitive material, technology, equipment, and infrastructure.”

Another $95.5 million, destined for the Department of Energy’s Environmental and Other Defense Activities elements, was listed for “support of Operation Epic Fury and other classified purposes.”

Perhaps members of the Senate Armed Services Committee can find out about the plans behind this $782 million package for NNSA and Energy this morning [July 14], when they question Jules W. Hurst III, who is up for confirmation as Under Secretary of Defense (Comptroller).

By the way, when was the last time a U.S. President went to war and added a tax to help pay for it? As an old-timer I remember – it was 1968, when then-President Lyndon Johnson got Congress to pass a nine-month, 10 percent surcharge on individual and corporate taxpayers to help pay for the Vietnam War. Low-income individual taxpayers were entirely exempt from the surcharge.

Since then, both Republican and Democratic Presidents used deficit spending and borrowing to pay for military conflicts. So far this year, the nation’s total deficit has increased through May 2026 by $1.25 trillion, according to the Treasury Department, with Defense Department spending running $20 billion more through May 2026, than it was last year.

But I remind you, Congress now has three defense funding requests before it: a $1.1 trillion FY 2027 base budget request; an additional $350 billion request to be placed in a 2026 reconciliation package; and now the new FY 2026 supplemental request, which has $67 billion for the Defense Department.

No one can say for sure how Congress will deal with these requests that total over $1.5 trillion.

For comparison, I point out that according to a December 8, 2014, Congressional Research Service study, Congress, over the prior 13 years, approved total appropriations of $1.6 trillion for Afghan and Iraq “military operations, base support, weapons maintenance, training of Afghan and Iraq security forces, reconstruction, foreign aid, embassy costs, and veterans’ health care for the war operations initiated since the 9/11[2001] attacks.”

What the Vought chart also shows is that almost 23 percent of the funds in what has been described as the Iran War supplemental, went for different and, in some cases, totally unrelated purposes that I will describe below.

As for the NNSA money, a FoxNews story June 24, said, “The funding would support the removal and elimination of Iranian nuclear materials, including uranium hexafluoride (UF6), uranium in various forms and research reactor fuel, including highly-enriched uranium, according to details shared by a White House official.”

FoxNews also said, “The request also would fund U.S. verification activities inside Iran, support inspections by the International Atomic Energy Agency, strengthen nuclear-smuggling detection efforts and expand Nuclear Emergency Support Team operations across the Middle East.”

In short, Trump is asking for funds to deal with Iran’s enriched uranium before he has any agreement with Tehran that gives the U.S. access to that material.

Perhaps Trump thinks in the end he will have immediate success with Tehran as in he did in Venezuela. There, after the U.S. seized President Nicolas Maduro in January 2026, and four months later, in May, NNSA removed from Venezuela 13.54 kilograms – approximately 30 pounds – of highly-enriched uranium from a legacy research reactor in that country which had been shut down since the early 1990s.

The supplemental request also contains $1.5 billion for the State Department’s of which $850 million is for the Counter-Unmanned Aircraft Systems program at high-risk diplomatic posts overseas along with security upgrades and equipment replacement. Another $300 million for Embassy construction and maintenance would be used to address needs following the start of the Iran war in Bahrain, Dubai, Karachi, Lahore and Riyadh, according to the Vought chart.

The State request also includes $100 million for the Diplomatic and Consular Service account to meet unanticipated needs related to the Middle East situation including departure assistance to U.S. citizens seeking to leave the region with their families. Transfer authority and an increase in repatriation loan level is also being requested to meet the needs of destitute U.S. citizens.

Another $1.35 billion for the State Department is sought to deal with the Ebola Virus, or as Vought put it in his letter to Speaker Johnson, “These funds would be used to limit the spread of Ebola beyond the Democratic Republic of the Congo and Uganda to other vulnerable nations and ensure the virus does not reach U.S. shores.”

Some $800 million for State is proposed for the International Humanitarian Assistance account, formerly managed by USAID, and another $550 million for Global Health Security, which funds “would support contact tracing, personal protective equipment and commodity procurement, disease surveillance, laboratory capacity, and cross-border coordination,” according to the Vought chart.

There is another $2 billion for the U.S. Coast Guard to support OEF where Pentagon “assets are not available to support Western Hemisphere operations. This includes funding for operations at the Southern Border, ” according to the Vought chart.

Meanwhile, the largest amount, other than for OEF in the supplemental, is $11.1 billion for the Agriculture Department, the bulk of which, $10 billion, would be for American farmers as “temporary economic assistance for row and specialty crops planted in crop year 2026,” according to the Vought chart. An additional $1.1 billion is being requested specifically for farmers in Florida “to rebound from devastating losses that were the result of crippling storms this past winter.”

I believe that money has political implications because rural Americans are pulling away from the President. As Brookings Institution polling recently showed, “Only 24% of white rural voters think that the condition of the economy is excellent or good, while 77% rate it as fair or poor. Just 16% say their family’s financial situation is better than it was two years ago (near the end of the Biden administration), compared to 49% who say they are worse off.”

Then there is $1 billion in the war supplemental to assist in the final design and construction for renovation of New York City’s Penn Station. In a New York Times op-ed last Friday, Rep. Jerold Nadler (D-N.Y.) said that the White House last year took control of the $8 billion Penn Station project from the [New York] Metropolitan Transportation Authority.

Rep. Nadler wrote, “Behind closed doors, Mr. Trump has already attempted a quid-pro-quo, offering federal funding for New York’s transit needs only if Penn Station and [Virginia’s] Dulles Airport are renamed for him.”

However, Nadler also noted, “It’s still $7 billion short, and with top appropriators already opposing the supplemental funding request, it’s unlikely to be approved anyway.”

Another $1 billion in the war supplemental, according to the Vought chart, is for the Labor Department’s Pension Benefit Guaranty Corporation “to increase the benefit levels for participants of certain pension plans that were sponsored by Delphi Corporation and terminated as a result of General Motors ' bankruptcy in 2009.”

The money would reverse pension reductions for some 20,000 retirees that have spent years arguing their pensions were unfairly reduced after the Pension Benefit Guaranty Corporation assumed responsibility for the company’s pension plans during GM’s 2009 financial crisis.

According to the Detroit Free Press, “Various legislative efforts to restore the benefits have failed or stalled, despite bipartisan support. Perhaps knowing it's a potentially powerful issue in the Midwest, Trump (and President Joe Biden before him) has signaled his support of the workers in politically sensitive moments such as just before the 2020 election.”

Then there is $500 million for the National Park Service in Washington, D.C. for, as the Vought chart explains, improvements to the World War II Memorial on the Mall and restoration and construction for the Tidal Basin Seawall along West Potomac Park to include the planting of hundreds of new cherry trees and stabilizing the surrounding grounds.

Last Friday, the conservative group Americans for Prosperity pointed out that even the supplemental’s defense and Iran-related spending “deserve further scrutiny,” noting that $15.6 billion for the Pentagon are justified by Vought simply as “Administration priorities,” “Readiness,” and “Classified Programs.”

In fact, I think the whole package needs congressional oversight, and from the reactions of some key Senate and House leaders, that’s what it’s going to get.

The Cipher Brief is committed to publishing a range of perspectives on national security issues submitted by deeply experienced national security professionals. Opinions expressed are those of the author and do not represent the views or opinions of The Cipher Brief.

Have a perspective to share based on your experience in the national security field? Send it to Editor@thecipherbrief.com for publication consideration.

Read more expert-driven national security insights, perspective and analysis in The Cipher Brief

Iran: On Negotiating with Criminal/Terrorist Organizations, States, and Other Entities

Pending the failed cease-fire and Memorandum of Understanding [MOU] between Iran and America, all eyes have focused on the ongoing, difficult negotiations – mediated by Pakistan, Oman, Turkey, Qatar, and Egypt – between America and Iran. The late Uri Lubrani, Israel’s last Ambassador to Iran in 1978, always warned about the perils of negotiating with the Iranians (“a nation of carpet weavers and of chess players”), whom he respected for their negotiating prowess, calling their manipulation of negotiations “a masterpiece of hoodwinking the world.” Other contemporary experts (former American intelligence officers) such as Mark Fowler, Norm Roule, and Hamlet Yousef have made similar observations. Their collective wisdom is worth noting as the United States continues its diplomatic negotiations with Iran in today’s modern version of ‘The Great Game.’ What is increasingly pertinent in such negotiations pertains to the role of third-party nations such as Oman, Turkey, Qatar, and Pakistan, not as mere mediators, but rather, especially in the case of Pakistan and Turkey, as modern purveyors of ‘intelligence diplomacy.’

Turkey’s road to intelligence diplomacy occurred strategically, rather than organically, as its Foreign Minister Hakan Fidan (previously Director of its intelligence agency MIT, for over a decade) and current MIT Director Ibrahim Kalin purposefully and intentionally positioned Turkey to play an increasingly important role in regional conflicts, covert diplomacy, and intelligence – as in Kalin’s words in a recent speech - “drawing important lessons for our country’s security, strategic positioning, and regional perspective.” This doctrine had previously involved backchannel negotiations in Gaza, Ukraine, Europe, the Balkans, Russia, (cf. the 2024 spy swap), and now, Iran. Other examples include the appointment of former senior MIT officer Gürsel Donmez as Turkey’s Ambassador to Austria, a key worldwide intelligence and diplomacy hub, and Turkey’s successful hosting of the NATO summit last week.

Pakistan is, like Turkey, hardly new to the Great Game. Readers will recall its role in facilitating – during 1971-1972 – the historic Kissinger-Nixon opening to China. But this year’s MOU between Iran and America has thrust Pakistan (and its leaders Prime Minister Shehbaz Sharif and military chief General Asim Munir) into the limelight. Pakistan has handled sensitive backchannel negotiations, hosted talks in Islamabad, and worked closely with its Saudi and GCC partners as the recent MOU came into play. But in its world of zero-sum diplomacy, Pakistan’s strategic successes in intelligence diplomacy heighten its regional and broader posture – especially vis-à-vis America and serves to weaken India’s strategic position and diplomatic influence. In today’s world, as always, Pakistan’s gain is India’s loss and China’s gain (in my opinion, China is the REAL winner of the US-Iran war).

How does one negotiate, or facilitate negotiations with a country which is a combination of a civilization (Persia), theocracy, nation state (Iran), terrorist organization, and criminal entity (IRGC)? Iran has revealed itself to be a formidable negotiating partner, more akin to a sophisticated hostage taker, in which traditional western, Harvard metrics of ‘Getting to Yes,’ or “Getting Past No’ hardly apply. And yet, like hostage takers in [law enforcement] hostage scenarios, Iran must be appreciated as a ‘rational’ actor. The Iranians have brilliantly used ambiguity and opacity as negotiating strategies, and they have adeptly utilized social media to carve out confusing, ambiguous negotiating positions, in addition to asymmetric warfare, closure of the Straits of Hormuz, disinformation, propaganda, cognitive warfare, and traditional diplomatic efforts. One could surmise that the Iranians are truly gifted students, who have read - and survived! - President Trump’s The Art of the Deal. And for President Trump and his national security team, negotiating with a dead, or severely injured, possibly brain-damaged Supreme Leader Ayatollah Mojtaba Khamenei may be the most complex task of all. Such scenarios aren’t taught in diplomatic faculties, business schools, or at the FBI Academy.

Negotiations involving criminal terror groups such as the IRGC (now led by General Ahmad Vahidi) - who have committed numerous worldwide acts of violence and terror over decades - often require third party emissaries (as legitimate governments cannot be seen as a main negotiating partner) and high-level intermediaries in ‘track 3’ diplomacy. Over the past two decades, examples include the former German intelligence officer Dr. Gerhard Conrad’s hostage negotiations involving Hamas and Hezbollah, Swiss American attorney Daniel Levin’s work in the Middle East with The Liechtenstein Foundation for State Governance, and Swiss diplomat Pascal Holiger’s negotiations involving the victims of Boko Haram in Nigeria. The role of empathy, culture, trust, language, and nuance remains critically valuable in such delicate endeavors. And today, trust remains the coin of the realm as 3rd-party nations such as Pakistan and Turkey, as well as others, facilitate ongoing diplomatic negotiations with Iran’s IRGC leadership.

The Iran negotiations will involve more time, which remains Iran’s best weapon, as it can continue to cause economic pain for the West, especially America, as it approaches the November 2026 midterm elections. During its devastating war with Iraq during the 1980s – with over 1 million Iranian casualties – Iran fought for 8 years before the late Ayatollah Khomeini made a peace deal, “drinking from the poisoned chalice.” And a battered, weakened Iran continues to be patient and resolved. And so, a key question now involves President Trump, and what actions – diplomatic or military – he might take next, and whether he too, will be forced to “drink from the poisoned chalice.” The stakes could not be higher. And practitioners of intelligence diplomacy, such as Pakistan, Turkey, and other actors, will continue to be linchpins of any diplomatic successes. But unlike past similar negotiations, which involved discretion and secrecy, today’s intelligence diplomacy takes place in the glare of the media and its heir apparent, social media --- a curse and a blessing for its practitioners. What hasn’t changed is that words and actions – especially those of President Trump and the Iranian leadership - still matter, more than ever.

Dr. Kenneth Dekleva served as a Regional Medical Officer/Psychiatrist with the U.S. Dept. of State from 2002-2016 and is currently CEO of Blackwood Advisory Solutions LLC, and Professor of Psychiatry, UT Southwestern Medical Center, Dallas, TX. The views expressed by Dr. Dekleva are entirely his own and do not represent the views of the U.S. Government, the U.S. Dept. of State, or UT Southwestern Medical Center.

The Cipher Brief is committed to publishing a range of perspectives on national security issues submitted by deeply experienced national security professionals. Opinions expressed are those of the author and do not represent the views or opinions of The Cipher Brief.

Have a perspective to share based on your experience in the national security field? Send it to Editor@thecipherbrief.com for publication consideration.

Read more expert-driven national security insights, perspective and analysis in The Cipher Brief

An Outlook for What’s Next in Iran War

With tensions rising all week, the U.S. has launched a new round of strikes against Iranian military targets and maritime assets. The strikes follow an announcement made by President Donald Trump just hours earlier, declaring the ceasefire agreement with Tehran as ‘over’. The fresh wave of strikes signals a U.S. shift back to a strategy of military pressure and economic coercion. The Cipher Brief reached out to Former National Intelligence Manager for Iran at ODNI Norm Roule for context.

"For now, the U.S.-Iran diplomatic track remains alive, but its ability to produce meaningful near-term progress is uncertain, and its long-term survival and utility are increasingly at risk. U.S. strikes in Iran over the past two days will degrade important elements of Tehran’s capabilities in the short term and may buy space for Pakistani and Qatari mediators to reduce tensions and bring about at least a temporary halt in the attacks. However, even if the latest U.S. retaliation deters Iranian attacks in the near term, Tehran is unlikely to abandon its claim of administrative control over the Strait of Hormuz or halt retaliatory attacks against Gulf states that host U.S. bases. Iran’s actions support its long-standing intention to be viewed as a regional hegemon with veto rights over Gulf security, using asymmetric weapons to offset U.S. and Gulf conventional advantages.

Specifically, Tehran is highly likely to continue periodic harassment of shipping to undermine confidence in the security of the Omani transit route. However, Iran is unlikely to try to close the Strait outright unless the United States reinstitutes a blockade against Iran. An effort by Tehran to close the Strait would alienate its customers, unify much of the world against it, and risk a wider war with the United States that the Iranian regime might survive but cannot win. Iran almost certainly believes that it does not need to close the Strait to weaponize it. It only needs to make passage so uncertain enough that insurers, shippers, energy firms, and Gulf governments begin pricing Iranian permission into the movement of commerce and eventually decide they have no choice but to accept a construct that gives Iran permanent influence over passage and Tehran the right to charge fees to those who use it.

The United States is determined to show Iran that these actions carry material costs and that Tehran will not be allowed to control an international waterway. The latest U.S. strikes against Iran, following Tehran’s missile and drone attacks against commercial shipping and Gulf targets, were significant and went well beyond the more limited retaliation that followed earlier Iranian provocations. U.S. forces struck more than 80 Iranian targets on July 7 and approximately 90 additional targets on July 8, including Iranian air defense, command-and-control, coastal surveillance, anti-ship missile, drone, naval, and logistics assets, as well as more than 60 IRGC small boats. Press reports claim U.S. strikes or explosions at key sites near Bandar Abbas, Chabahar, Qeshm, Sirik, Bushehr, and Kharg Island, Iran’s principal oil export terminal. President Trump has threatened further escalation, including attacks against Iranian infrastructure and Kharg Island, if Iranian attacks continue.

This was a significant attack package, but one that still avoided leadership targets and most major civilian infrastructure. The strikes show that the United States will defend its regional partners and the international status of the Strait of Hormuz, and that it has a good understanding of the military system and infrastructure it needs to target to degrade Iran’s attack capabilities in the near term.

Although it remains unclear whether Tehran will de-escalate to avoid further damage, doing so would be consistent with its past behavior and would fit its long-term strategy of episodic attacks that unsettle shipping and test, but do not cross, the line that would ignite a large-scale conflict with the United States. The nature of Iran’s attacks to date, however, shows that Tehran is willing to assume a greater risk of renewed large-scale conflict with the United States if that is the price of forcing others to treat Hormuz as a waterway subject to Iranian permission. The tenor of Iranian rhetoric toward the United States has also sharpened after the former Supreme Leader’s funeral, including public revenge threats against the President. Defiance rather than cooperation is likely to define Iran’s near-term approach.

The Gulf states seek to avoid escalation, but they continue to firmly reject Iran’s claim of control over the region’s central maritime artery. Bahrain, Kuwait, and reportedly even Qatar have now all been drawn directly into the latest Iranian response. This response shows that Tehran is not only threatening commercial shipping and Gulf energy exports, but also targeting Gulf states with the sensing, communications, and command architecture it believes supports U.S. deterrence in the region. These attacks also message that U.S. basing will not protect Gulf states from Iranian attack.

The Gulf states’ immediate focus has been to remove ambiguity regarding safe passage and Iran’s persistent threats by using Qatari, Omani, and Pakistani diplomatic channels, as well as by exploring alternative transit, pipeline, and international maritime arrangements to reduce Iran’s leverage over Hormuz. Iran’s strategy depends on undermining the perception that Omani waters offer protection from Iranian attacks. Tehran’s rejection of reported UAE-backed efforts to develop an International Maritime Organization role in managing the Strait underscores that Iran is fighting not just over shipping lanes, but over who has the authority to define safe passage. Qatar’s role in this regional dynamic is complicated: it is both a valued diplomatic channel and the region’s dominant LNG exporter. At the same time, the reported attacks on Qatari-linked vessels and Iranian pressure on Gulf basing infrastructure show that mediation won’t insulate Doha from Iranian missile and drone strikes.

Energy markets face increased pressure that is likely to vary in intensity over time. Gulf exports had been recovering since mid-June, but the security architecture underpinning that recovery is now visibly eroding. Treasury’s revocation of the oil license granted to Iran after the June deal strips Tehran of the principal early economic concession it gained from the reopening arrangement. Brent and WTI both rose sharply on the news, reflecting not only fear of lost barrels but fear that Hormuz is again becoming a contested operating environment. Nonetheless, the market is responding in a way that shows it sees this week’s flare-up as contained, and that robust production from Saudi Arabia, the UAE, and other producers, reduced Chinese imports from Iran, and the demonstrated resilience of energy markets will prevent a major price shock. In short, existing supply and demand conditions reinforce the prevailing belief that the regional strikes will not evolve into a broader conflict. Should this view be significantly challenged, however, oil prices could quickly move into the $80s or $90s. Longer-term, there is still a disconnect between current market sentiment, the heavy drawdown on global strategic reserves, and the fact that Gulf reliability has been damaged. Even if the Strait remains open, buyers, insurers, and refiners will now treat Gulf supply as politically contingent in a way they did not before the war."

The Cipher Brief is committed to publishing a range of perspectives on national security issues submitted by deeply experienced national security professionals. Opinions expressed are those of the author and do not represent the views or opinions of The Cipher Brief.

Have a perspective to share based on your experience in the national security field? Send it to Editor@thecipherbrief.com for publication consideration.

Read more expert-driven national security insights, perspective and analysis in The Cipher Brief

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