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Despite exchanging missile and airstrikes, both Iran and Israel appear to be exercising restraint. Iran's missile salvos are smaller than past attacks, and both sides are aiming to send messages without triggering an uncontrollable, wider conflict, thus preserving an 'off-ramp' to de-escalate.
Despite being the weaker military party, Iran's ability to inflict persistent pain on regional shipping and U.S. allies gives it leverage. To secure a ceasefire, the U.S. may have to offer incentives like sanctions relief, allowing Iran to turn military weakness into diplomatic strength.
The Trump administration's public criticism of Israeli strikes on Iran may be a strategic maneuver to appease Iran, while privately giving Israel a green light for calculated retaliation within certain limits, creating a dichotomy between public statements and private policy.
Iran's strategy involves striking non-combatant US allies like the UAE and Saudi Arabia. This imposes broad regional pain, demonstrating to the world that the economic and political costs of attacking Iran will be too high for anyone to bear, thus restoring long-term deterrence.
While currently aligned, the long-term interests of Israel and the US in a war with Iran could split. Israel seeks total elimination of Iran's missile threat, implying a prolonged conflict. The US, however, may have less tolerance for a drawn-out war due to concerns about its impact on global energy prices and the economy.
Contrary to his hawkish reputation, Benjamin Netanyahu is deliberately lowering Israel's profile regarding Iran's internal protests. This strategic silence aims to prevent the embattled Iranian regime from feeling cornered and launching a preemptive attack out of paranoia.
The US military buildup against Iran is interpreted not as an inevitable prelude to war, but as a high-stakes 'game of chicken.' The primary goal for President Trump is likely to exert maximum pressure to force Iran into a diplomatic deal with major concessions, making war a secondary, less preferable option.
A wargame simulating a Strait of Hormuz conflict just before the actual events accurately foresaw the outcome: a low-intensity, cyclical "drone war" with no decisive military solution. This highlights the value of wargaming in setting realistic expectations for conflicts that lack clear military resolutions.
Iran's strategy isn't a quick military victory but a war of attrition. By accepting a long timeline and inflicting small but consistent damage, it aims to erode US domestic support for the war, especially in an election year, and outlast the current administration.
Iran's attacks on Gulf states are a calculated strategy to distribute the conflict's costs. By disrupting commerce, tourism, and daily life across the region, Tehran hopes to generate enough pressure from Gulf leaders on the US to end the war with security guarantees for Iran.
Israel historically engaged in periodic, limited conflicts with Hamas to degrade its capabilities without seeking total elimination—a strategy dubbed 'mowing the lawn.' There's concern the current conflict with Iran will follow this pattern, leading to recurring skirmishes rather than a permanent solution.