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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