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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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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Reflections on Venezuela, Trump and world order

As the world knows, on 3 January 2026, in an operation involving over 150 aircraft, US Special Forces raided Caracas, seized President Maduro and his wife, and took them to New York to be charged and tried as criminals, and the US President announced that the USA would now run Venezuela for a time. This use of force breached the United Nations Charter and rightly set off alarm bells and alert sirens all round the world. A future seems to loom before us in which the strong do what they can, and the weak do what they must. Why did it happen and what comes next?

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Evaluating President Trump’s Gaza peace plan

The fate of the peace plan for Gaza announced at the White House on Monday 29 September is not yet decided. Because Hamas accepted the hostage return part of the proposed deal, while seeking negotiation of other parts, US President Trump ordered Israel to stop bombing. It did not immediately do that though the Prime Minister’s office said it was preparing for “immediate implementation” of the first stage of the plan.

There has, of course, been considerable coverage of the plan in the news media. Some focusses on its prospects, including the impact of divisions within Hamas about it, along with the matter of whether Trump will impose a deadline for Hamas’ acceptance and how long it might be. There has been some coverage of gaps and uncertainties in the plan and plenty of advocates have been out there to disparage or support the plan. And there’s been quite some discussion about whether President Trump prevailed over Israeli Prime Minister Netanyahu in crafting the plan, or the other way round.

But, so far as I have seen, there has been little dispassionate coverage of whether it is actually a good plan, whether it will work. So this post is my clause-by-clause assessment of the Gaza peace plan.

Peace is a tricky business. An 1100 word document containing 20 points is not a treaty, is not legally binding, and is bound to contain a number of generalities and broad statements of intent. That leaves plenty of room for uncertainty to creep in. Nonetheless, it is a serious document and not the first one to address how to end the war in Gaza. It builds on the never-implemented January 2025 agreement, which itself built on the never-implemented May 2024 agreement. With those foundations, there ought to be some key issues on which there is clarity but there should also be some latitude for uncertainty, interpretation and further discussion.

In sum, not surprisingly, what comes out is mixed – some strengths, some weakness, some areas of clarity and some confusion.

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The nuclear challenge today and tomorrow

On 6 and 9 August this year, we will mark the 80th anniversaries of the two occasions on which nuclear weapons have ever been used in war – the bombings of Hiroshima and Nagasaki.* Humanity has perpetrated and experienced a great deal of harm in the past eight decades but nuclear weapons have not been used again. Despite today’s widespread and intensifying perception of nuclear risk, the nuclear taboo survives.

That does not mean the nuclear problem has been solved, of course. It is “an encouraging fact”, as the Nobel Peace Prize Committee put it when giving the 2024 award to the movement of Japanese nuclear survivors (the hibakusha), Nihon Hidankyo. But not more than that. And honouring the hibakusha in this way was also intended as a wake-up call to those many people who until recently regarded nucleapons as yesterday’s problem.

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