War in the Gulf: a provisional balance sheet

In the space between peace and war that the Gulf crisis has now entered, and from which it may exit at any point, if only for a brief time, maybe this is a convenient moment to think about what has been gained and what has been lost so far. 

In this and the next two blog posts, I look at the balance of losses and benefits in and from this war. It is, of course, a provisional sketch. First because the war is not yet over. And second because even when it is, data will be incomplete. So this is just a first stab at figuring it out (though, talking of figures, I’m not looking at economic cost except in the most general sense). 

This post looks at some of the broader costs of the war. In the following posts, I take on a political assessment of gains and losses by different kinds of actors. The next post looks at the three combatant states – Iran, Israel and the USA. And the final one in the series has a look at other regional powers, the mediators, and significant outsiders.

Summary

To give you the overall balance up front, and noting the provisional nature of the exercise, with heavy emphasis on the words so far,  nothing can be seen that balances the negative impact that the war has had, is having and will continue to have on people, nature, legality and human rights. Among the three main combatants, there is no clear winner, though Israel has been able to get away with various actions with less scrutiny than it would otherwise have faced, and Iran has achieved something simply by not losing. The USA is weakened in both material and non-material ways. The Gulf region is worse off, regional security is diminished, global prosperity is at risk, food insecurity is on the rise. Other bystanders partake of the general negative effects of the war but find (or might be able to find) some gains here and there. For the USA, whose leader launched the war and trumpeted victory early on, there is as yet no silver lining.

Fatalities & hunger 

In any war, the greatest losses are suffered by ordinary people and by nature. Compared with the wars in Gaza, Sudan and Ukraine, the death toll in the Gulf has been low. Numbers are always uncertain but a Wikipedia compilation suggests a range of 6,000 to 8,600 deaths and 36,500 injured (excluding 4,600 fatalities and 8,730 injured in Lebanon).

However high or low the figures, with each of them goes tragedy, grief and suffering. 

Beyond the direct effects, the war hurts people all round the globe. Worldwide hunger is likely to increase this year because about 30 percent of the world’s supply of fertiliser originates in the Gulf. As a result, there is a risk of food insecurity reaching record levels, worse than in 2022 when Russia escalated its war against Ukraine, and worse than during the Covid-19 pandemic. And even if the fertiliser gets out of the Gulf and to farms soon enough to be useful in the Northern Hemisphere’s planting season (now), prices for food, medicines and everything will rise. This has a direct and impossibly heavy impact on the poorest. In Somalia, for example, the price of some essential foods has already tripled.

The war hits the poorest hardest. But everybody else is carrying some extra burden too. In one way, you could call this a world war.

The natural environment is also suffering. Strikes on industrial facilities – especially in the oil industry – produce fires with the blackest smoke, meaning it is thick with pollutants, and throw from toxic debris into the air. The result is increasing particulate air pollution and declining water quality, in a region where there are already major issues with both. And then there’s the impact on the Gulf waters themselves. With the third major war in the Gulf region in three and a half decades, parts of the fragile maritime ecosystem are at serious risk of becoming unsustainable. This is the season in which marine life gathers and breeds in Gulf waters, including sea turtles, seabirds and the extraordinary-looking dugong (aka sea cow) and it is facing extreme risk.

Matters of principle

Thus, human security and ecological security are both severely damaged by the war. Is there a positive gain that could go some way towards balancing that out? If there is, it is not to be found in issues of principle for fundamental principles are also casualties in this war. 

Human rights have suffered, as was predictable from the outset. If the Iranian regime stayed in power, as it did despite the deaths of senior personnel in the Israeli-US decapitation strike that opened the war, and notwithstanding US President Trump’s fantasy that regime change is just a matter of a different cast of characters, then it stood to reason that it would crack down on dissent and strengthen its grip. That is what often happens under the pressure of war.

In more general terms, the war undermines fidelity to the rule of law. It was illegal from the outset as neither Israel nor the USA faced an imminent threat from Iran. The claims by US envoy Steve Witkoff that Iran was a week away from being able to make nuclear weapons and by Israel’s premier Netanyahu that it was a month or two away from actually having a nuclear bomb are not borne out in expert analysis of the available intelligence. Nor, even if true, do they fulfil the conditions of “imminent threat”. Nor are they consistent with Netanyahu’s claim in June 2025 that attacks on nuclear installations and scientists by Israel and the US had eliminated the “existential threat” of “nuclear annihilation” by Iran. In fact, those attacks may not have “obliterated” Iran’s nuclear industry as Trump has claimed (he does seem addicted to over-statement, doesn’t he?), but there is no doubt they did serious damage, which, as a by-product, so to say, undermines any principled, legal case for starting the war in February this year.

To dwell on this issue a moment more, there is a regrettable if understandable tendency to ignore the historical facts and nuances about Iran and nuclear weapons. Iran is a party to the Nuclear Non-Proliferation Treaty, which Israel is not. Nonetheless and despite the treaty commitment, Iran had a programme to manufacture nuclear weapons in the early 2000s. It has maintained the technical capacity to do so since scaling back the programme in 2003. However, it has not enriched uranium to weapons grade. The prospect of an additional nuclear-equipped state in the Middle East is deeply unsettling; it would undermine regional security and stability. The prospect, however, does not provide either a moral or a legal basis for Israel and the US going to war against Iran.

And there is something vaguely ridiculous and even distasteful in the notion that Israel with its undeclared nuclear weapons is taking action to prevent further nuclear proliferation.

Viewed politically

If there is no gain for important principles, then we have to answer the question about gains by assessing putative political advantage for one government or another, whether participating in the war or on the sidelines. How does it stack up politically? Whose national interests have been enhanced by the war so far? That is the topic of the next post.

War in the Gulf: Is it over? What’s the result?

There are reports in several outlets that Iran and the US are getting close to agreement on a memorandum to end the war. The reports are based, so it’s said, on leaks from the Pakistani team that is mediating the Iran-US discussions. So what we are seeing might be an effort by the mediators to move things along a bit. Or it may be a trial balloon at the request of one side or both to gauge reaction not only from the adversary but also, and more importantly, from their respective home fronts. Or we could just be hearing weightless rumours.

Only time will tell. We have heard so much rubbish in the claims and counter-claims from both sides that a bit of caution is justified. But being cautious about doubting the reports as well as believing them, it makes sense to take a closer look.

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War on Iran: on-again, off-again?

There are three current ceasefires in the Middle East. 

  • One is between Israel and the USA on one side and Iran on the other; each side accuses the other of violating it. 
  • One is between Israel and Lebanon. This is odd because Israel was not fighting the government of Lebanon but the forces of Hezbollah. It began by opposing talks between the two governments but has said it will respect the ceasefire as long as it is not one-sided. Israel has accused Hezbollah of violating the ceasefire and the Lebanese army has reported Israeli violations. The ceasefire expires on 26 April.
  • And the third is in Gaza where, six months after it was first signed, Israeli attacks continue, killing at least 32 Palestinians in April (in a total of at least 738 since the ceasefire was declared on 10 October 2025).

In short, the ceasefire in the war of Israel and the USA against Iran is not unique in its complexity and uncertainty. Ceasefires are almost always tricky and routinely fragile, reflecting the dynamics of war as much as the possibilities of peace. This one has proven to be no exception to the rule. Within half a day, the parties and mediators were disputing what was agreed, whether the ceasefire was supposed to include Lebanon, what would happen with Iran’s enriched uranium, and what would happen with the Strait of Hormuz. 

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The war on Iran: from the ceasefire to the off-ramp?

The ceasefire in the US-Israeli war on Iran brings cautious relief. The bombing, the missiles, the destruction and the killing can stop, which is unreservedly good. But ceasefires are tricky things. They reflect the dynamics of war as much as peace and the threats each side holds over the other persist. Israel and the USA can unleash physically destructive forces Iran cannot match. Iran can unleash economically destructive forces to which the USA has no viable response except more destruction.

That Iran’s strategy is viable is clear every time Trump blinks when the oil price jumps or the stock market slumps. And that strategy has given Iran the strategic initiative, which Trump’s threat to erase Iranian civilisation does not take away. 

Big blustery threats and swear words from Trump aside, what can we see unfolding amid the thick fog of this war? This is the second in a series of blog posts sketching out a few pointers I see to what is happening today and what may happen tomorrow and the day after. 

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The war on Iran: signals emerging from the noise

Through the nonsensical miasma of illogical, ahistorical, untrue and self-contradictory utterances by the American president and his administration about their war on Iran, each one more ridiculous than the last, a few things are starting to stand out with some degree of clarity. They are pointers of a kind to today, tomorrow and after that. This post and the next couple take a look at a few of them. This one focuses on the US build-up, the search for a way out, and the Strait of Hormuz. It’s not comprehensive in any way, just what I can figure out at the moment.

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Thoughts about a nuclear-free and ecologically sustainable world order

This is a difficult time to be talking about disarmament or even arms control. The geopolitical context is about as unhelpful as it could possibly be and it is hard to imagine circumstances in which the Treaty on the Prohibition of Nuclear Weapons is ratified by all the world’s states. And yet, talking about disarmament and imagining a nuclear-free world is what I do in an article newly published by the Journal for Peace and Nuclear Disarmament. To make a challenging ask yet more demanding, my argument is that we – humankind – need a new order that will guard not only against the existential nuclear threat but also against the dangers arising from severe ecological disruption.  

What follows is a short version distilled from the first draft of the article. Among other things, it leaves out some of the political philosophy. For the full version, follow the link.

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Attack on Iran: unclear motives, unknown outcomes & energy vulnerability

In my previous post about the onslaught on Iran by Israel and the USA, I used the metaphor of a coin toss to say how hard it is to forecast the outcome. I left it to others to work out the motive for the attack, unpicking the incoherent contradictions in what the US President has said, weighing the various statements and retractions others have made. Instead, I pondered the question of regime change. It was once derided as a US goal by Trump but now he has adopted. Or maybe not since some of his recent statements boil down to saying the war is won though it is not over.

Anyway, as to regime change, I saw three possible outcomes: the hoped for democratic transition; an even more repressive state; and civil war. News that the CIA has been getting ready to support a Kurdish insurgency makes it seem that civil war is the likeliest.

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Attack on Iran: Israel and the USA have flipped the coin – where and how will it land?

When the USSR invaded Afghanistan in December 1979, assassinated President Hafizullah Amin and installed a more compliant government, it kicked off an era of war and terror that has not ended 47 years later. When the USA and allies invaded Iraq and overthrew Saddam Hussein in 2003, it initiated a period of war and terror that may now be coming to an end with a degree of political stability and less violence in the last two years. When France and the UK with seemingly reluctant support from the USA intervened in Libya in 2011, weakening the rule of Muammar Gaddafi so insurgents found and killed him, it opened a period of war and chaos that has produced a fragile balance between two competing governments and intermittent violent conflict between them.  

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The security dilemma in Northeast Asia: is European experience relevant?

38 North has just published my article exploring the relevance of European experience to regional security in Northeast Asia.

Faced by growing insecurity and destabilizing uncertainties, Northeast Asia lacks a regional mechanism to establish guardrails to manage the risks. The discussion about this is increasingly turning to the the European experience from a half-century ago in constructing a security framework in the form of the Conference on Security and Cooperation in Europe (CSCE).

At first look, the relevance is easy to grasp.

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Sustainable Defence in a Challenging Environment

For Europe, responding to insecurity and responding to ecological disruption are both era-defining challenges. In June last year, NATO decided to respond to the insecurity that member states and many, many citizens feel by increasing military spending to 5% of annual economic output, with a minimum of 3.5% devoted to what they called ‘core’ security, and up to 1.5% for cyber security, infrastructure and suchlike. No comparable pledge has been made for responding to the ecological crisis. Far from it, European (and other) governments currently seeming to be turning their backs on the green agenda.

There is an obvious risk that national security will divert and drain energy and resources away from other policies and priorities, such as welfare, health and education as well as the environment. And a further risk that the emphasis on national security and building up the military will have negative effects on the natural environment and accelerate ecological disruption.

Those are the risks. Does it have to be that way?

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