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By Andrew·June 4, 2026

This is one of those stories that reads like a victory lap, and that’s exactly why it makes me nervous.

Yes, if the reporting is even mostly right, the US military campaign in Iran achieved real, concrete things: it weakened Iran’s power, knocked down parts of its conventional forces and missile capabilities, and slowed its nuclear ambitions. It also tightened coordination between the US, Israel, and some Arab states. That’s not nothing. If you’re sitting in Israel and you’ve spent years living under the shadow of missiles and proxies, “more secure” isn’t an abstract phrase. It’s your kids sleeping through the night.

But the dangerous part is how quickly “we hurt them” turns into “we solved it.”

From what’s been shared publicly, a key claim here is that the campaign revealed how vulnerable Iran’s leadership is to US military power. That message matters. Deterrence is partly storytelling, and this is a loud story: the US can reach you, and you can’t assume your usual shields will hold. There’s also this point about the Strait of Hormuz—that Iran’s leverage is limited because if it tries to choke that lane, it also risks economic pain, including from a US blockade. That’s the kind of argument strategists love because it sounds clean: their threat isn’t as credible as it looks.

I get the appeal. I also think it can breed sloppy confidence.

Because weakening a state’s tools doesn’t remove its motives. If anything, it can sharpen them. When you degrade conventional forces and missiles, you don’t automatically get a calmer opponent. You might get an angrier one that leans harder on things that are cheaper, harder to trace, and politically messy—proxies, sabotage, cyber attacks, political disruption. That’s not me being dramatic; it’s just the basic reality that people play with the pieces they still have.

Imagine you’re a shipping company. You see headlines about “limited leverage” over Hormuz and you breathe easier. Then you’re the one explaining to insurers and customers why routes are changing anyway, why costs jump, why ports get weird. “Limited leverage” can still be plenty of leverage if the goal is to create uncertainty rather than a full shutdown.

Or imagine you’re a US diplomat trying to negotiate later. The article suggests challenges remain for future negotiations, which feels like an understatement. Negotiating after you’ve publicly proven you can break things is not the same as negotiating from a cold start. Sometimes it helps. Sometimes the other side decides a deal is humiliation and humiliation is politically fatal. A regime that looks weak in front of its own hardliners may feel it has to prove it still has teeth, even if that’s irrational on paper.

The alliance angle is real, and it’s probably the strongest “win” in the whole story. Closer cooperation among the US, Israel, and Arab states is a strategic shift. It signals that Iran’s intimidation can backfire and that regional states can coordinate instead of each improvisating alone. That can reduce panic decisions later.

But alliances built mainly on fear can be brittle. They hold while the threat feels hot. They wobble when the threat cools or when domestic politics change. And there’s a moral hazard here: if partners start believing the US will always be willing to do the hardest military work, some of them may take bigger risks than they would if they had to personally pay the full price.

Then there’s the global piece. The reporting says the war showed China is not an ally to the Arab world. Maybe. Or maybe China is simply acting like China: transactional, careful, unwilling to be dragged into someone else’s war. People who expected otherwise were reading their own wishes into the situation. The bigger lesson might be that countries don’t “side with you” out of friendship; they side with what protects their interests at a given moment. That’s not a betrayal. That’s the default setting.

The Ukraine detail is interesting too: Ukraine’s support positioning it as a valuable asset for the US and its allies against Iran. That’s a striking twist, and it suggests a world where conflicts are not separate boxes. Support in one arena becomes credit in another. Again, that can be smart. It can also widen wars by turning them into bargaining chips across regions.

Here’s the part I keep coming back to: delaying nuclear ambitions is not the same as resolving them. It buys time. Time is valuable, but it’s also a trap if leaders use it to postpone hard choices. If you delay a program without building a path for what comes after—inspection, guarantees, sanctions relief, whatever a workable deal would require—you may just be setting the clock to ring again later, possibly with more bitterness and less trust on all sides.

I’m not arguing the campaign was pointless. I’m arguing that military success can be the easiest part of the story to measure, and the hardest part is what it does to everyone’s behavior afterward. It can make Iran more cautious—or more determined. It can make allies more unified—or more reckless. It can make negotiations more realistic—or impossible.

So here’s the real debate I want people to have, without pretending it’s simple: if you can degrade a rival’s capabilities and delay their nuclear progress, but you might also harden their resolve and shift the fight into darker, messier spaces, what should “success” actually mean?

Back to BlogJune 4, 2026