War in the Gulf: provisional balance sheet, part 2

The question is whether any government has benefitted from the Gulf War that began on 28 February when Israel and the USA attacked Iran. How do the costs and benefits stack up politically? Whose national interests have been enhanced by the war so far?

Continue reading

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. 

Continue reading

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.

Continue reading

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. 

Continue reading

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. 

Continue reading

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.

Continue reading

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.

Continue reading

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.  

Continue reading

The Gaza peace plan after 7 weeks: 3rd assessment

IT IS TWO MONTHS since the Gaza peace plan was announced (29 September). A few days later, Hamas gave its conditional acceptance of the deal (3 October). On 8 October, the negotiators agreed a ceasefire, which was formally approved by the Israeli cabinet the next day. Implementation started on Friday 10 October.

This post is my third on the peace plan. As in the first and second, my aim is to assess it as a plan. I am not asking whether it was right or wrong, fair or unfair, but would it work? So, seven weeks in and one month after my last assessment, how is it doing?

Continue reading

The Gaza peace plan, 2 weeks in: continuing assessment

On 8 October, two years and one day after Hamas’s savage incursion into Israel that triggered Israel’s hyper-destructive onslaught on Gaza, US Secretary of State Marco Rubio passed a note to President Trump in the middle of a press conference, then whispered to him to say he could announce that a ceasefire had been agreed.

So began the implementation of the 20-point Gaza peace plan that Trump had announced at the White House on 29 September. Discussion followed between Israel, Hamas and other interested parties – the USA, Egypt, Qatar, Turkey and doubtless many others via standard diplomatic channels. On 3 October, after Trump set a 5 October deadline for Hamas to accept the plan or suffer “all hell”, Hamas agreed to release the remaining hostages it had held for two years, including the bodies of the dead, and repeated what it had said before, that Gaza could be run by a technocratic administration as Trump’s peace plan envisaged. As multiple news outlets reported, this was a partial acceptance – a “yes but” rather than full-blown consent. While Trump threatened Hamas with “complete obliteration” if it refused to fit in with his plan, the Israeli bombardment of Gaza continued, and negotiators met in Sharm el-Shaikh, Egypt, to get the peace plan on the road.

Two weeks after Rubio whispered in his President’s ear, how is the plan doing? I gave my view of it before there was any action, aiming to assess it as a plan, in its own terms, asking not whether it was right or wrong, fair or unfair, but would it work? It is what you could call a negotiations perspective, a technical assessment. In the same vein, two weeks in, how does it look now?

Continue reading