The United States has long confused Iran for a rational actor with a low pain threshold, sensitive to battlefield losses and vulnerable to domestic unrest, which would bring it to the negotiating table. Each of those assumptions is wrong.
President Donald Trump’s disdain for strategy extends to process: mass National Security Council firings and reliance on a tiny circle of advisors have left the interagency policy process dormant amid the Iran war. The result is improvised, damaging moves like the Strait of Hormuz toll scheme. Reviving a professional, deliberative policy process is essential.
It has become a commonplace for Americans to describe our current war with Iran as stuck in a kind of limbo, neither full war nor real peace. We’re not the only ones. Iraq finds itself caught in a limbo of its own, between America and Iran, between the tolerable and the intolerable, between progress and relapse.
The MENA Energy Recap is a quarterly review of key energy developments that took place in the region from April through June of 2026 and what they signal in the months ahead. The Recap views these developments through the lens of policy and strategy, energy security, and markets.
In many ways, the U.S.-Israeli war against Iran and the war in Gaza that preceded it seem transformative. After decades of shadow warfare, Iran and Israel have now attacked each other’s homelands directly. And Israel and the United States have joined forces in a genuinely novel way to wage war against Iran.
It is now clear the United States is sinking into the quagmire of its war with Iran with no clear idea of how to get out. More than five months of intermittent bombing of Iran have not brought Tehran any closer to surrender. Recurring threats by US President Donald Trump to launch a massive military campaign against the country aren’t causing Iran to submit to US demands.
As the US-Israel-Iran war enters its sixth month, the conflict has taken a sharp turn. After a brief lull in the fighting, Iran launched a surprise ballistic missile attack on US forces on July 28, and the US and Saudi Arabia struck back at Iran-backed militias in Iraq, marking Riyadh’s entry into the war. MEI Senior Fellow Alex Vatanka joins host Alistair Taylor to discuss the escalation, what may come next, and the state of talks over sharing the Strait of Hormuz.
This report considers the lack of Palestinian political agency as a driver of regional insecurity that must be resolved before wider conflicts can be settled. The author analyses the conditions that contributed to the destruction of Palestinian political capacity, including Israeli policies, Palestinian shortcomings, and exploitation by Iran, and makes recommendations for an Arab strategic initiative.
Iran is transforming its Axis of Resistance into a decentralized, Yemen-centered network that leverages the Houthis to threaten both the Strait of Hormuz and the Bab el-Mandeb, extending Tehran’s coercive reach over the world’s key maritime chokepoints and reshaping the post-war balance in the Middle East and Red Sea.
During the opening days of the 2025–2026 U.S.–Israel war with Iran, Kuwait’s military briefings highlighted intercepted Iranian missiles and drones while revealing little about strike locations or damage. The approach reflected a familiar wartime dilemma in which governments must reassure populations while limiting information that could aid adversaries or fuel uncertainty. Yet Kuwait’s response revealed a broader shift across the Gulf. Information was no longer simply a messaging tool; it had become part of the battlefield.
A year and a half into Donald Trump’s second administration, the Middle East is far from where the president had hoped or expected it would be.
Lebanon is America’s next foreign policy win — if Washington acts now. The US has committed blood and treasure to neutralize Iran’s ability to project power and destabilize the Middle East. Lebanon is now the clearest opening to convert those investments into strategic gains and permanently dislodge the Islamic Republic from its most important regional foothold. Securing a sovereign Lebanon, achieving a lasting Israel-Lebanon peace, and dismantling Hizballah — the blueprint of Iran’s proxy model — would irreversibly weaken Tehran’s threat and consolidate a new regional order led by America’s partners before Iran has a chance to reverse its losses.
At the recent Lianhe Zaobao Singapore-China Forum 2026 in Singapore, Professor Joseph Liow, dean of the Lee Kuan Yew School of Public Policy and chairman of the Middle East Institute at the National University of Singapore, suggested that the Strait of Hormuz (SOH) may be entering a “new normal”, one in which Iran — and perhaps Oman — could justify charging vessels fees for transiting one of the world’s most important waterways.
